Welltower Inc.
WELL- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0000766704
In the last 90 days, Welltower Inc. insiders filed 1 open-market purchase and 0 sales; 1,602 institutions reported holding it in 13F filings for Q2 2026, worth $160.7B in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in Welltower Inc. as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 935
- +115 vs. Q3 2023
- Shares held
- 538.5M
- +25.5M (+5.0%) vs. Q3 2023
- Total value
- $48.6B
- +$6.52B (+15.5%) vs. Q3 2023
- New holders
- 160
- 369 more added
- Sold out
- 45
- 262 more reduced
8 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WELL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,602 | $160.7B |
| Q1 2026 | 1,498 | $133.3B |
| Q4 2025 | 1,438 | $125.5B |
| Q3 2025 | 1,337 | $111.3B |
| Q2 2025 | 1,266 | $99.5B |
| Q1 2025 | 1,237 | $97.4B |
| Q4 2024 | 1,132 | $77.9B |
| Q3 2024 | 1,064 | $76.9B |
| Q2 2024 | 1,001 | $61.0B |
| Q1 2024 | 963 | $52.6B |
| Q4 2023 | 935 | $48.6B |
| Q3 2023 | 828 | $42.1B |
| Q2 2023 | 813 | $39.9B |
| Q1 2023 | 776 | $34.5B |
| Q4 2022 | 799 | $30.9B |
| Q3 2022 | 786 | $29.8B |
| Q2 2022 | 819 | $37.4B |
| Q1 2022 | 847 | $42.3B |
| Q4 2021 | 807 | $36.5B |
| Q3 2021 | 763 | $33.6B |
| Q2 2021 | 759 | $33.4B |
| Q1 2021 | 735 | $27.4B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 85,930,671 | $7.75B | 0.17% | +5,173,079+6.4% | Added |
| BlackRock Inc. | 58,183,583 | $5.25B | 0.13% | +5,558,240+10.6% | Added |
| Cohen & Steers, Inc. | 40,846,208 | $3.68B | 7.45% | +77,093+0.2% | Added |
| State Street Corp | 35,630,823 | $3.21B | 0.16% | +3,112,062+9.6% | Added |
| Norges Bank | 27,204,604 | $2.45B | 0.43% | +8,5540.0% | Added |
| Capital International Investors | 23,132,262 | $2.09B | 0.47% | +1,361,150+6.3% | Added |
| Wellington Management Group LLP | 16,242,213 | $1.46B | 0.27% | −10,577,240−39.4% | Reduced |
| Bank of America Corp | 14,900,455 | $1.34B | 0.15% | +11,755,119+373.7% | Added |
| Geode Capital Management, LLC | 13,190,660 | $1.19B | 0.12% | +1,072,977+8.9% | Added |
| Principal Financial Group Inc | 13,012,500 | $1.17B | 0.75% | +87,106+0.7% | Added |
| FMR LLC | 12,094,769 | $1.09B | 0.08% | −2,213,410−15.5% | Reduced |
| Daiwa Securities Group Inc. | 7,986,481 | $720.1M | 4.48% | +99,314+1.3% | Added |
| Invesco Ltd. | 7,632,920 | $688.3M | 0.16% | −853,691−10.1% | Reduced |
| Dimensional Fund Advisors LP | 7,590,681 | $684.5M | 0.20% | +340,725+4.7% | Added |
| Legal & General Group Plc | 7,303,769 | $658.6M | 0.20% | +676,038+10.2% | Added |
| Price T Rowe Associates Inc | 7,175,080 | $647.0M | 0.09% | −107,061−1.5% | Reduced |
| Morgan Stanley | 6,596,624 | $594.8M | 0.05% | +9,853+0.1% | Added |
| Resolution Capital Ltd | 6,018,340 | $542.7M | 9.84% | +536,189+9.8% | Added |
| Charles Schwab Investment Management Inc | 5,866,967 | $529.0M | 0.13% | +479,231+8.9% | Added |
| UBS Asset Management Americas Inc | 5,676,848 | $511.9M | 0.20% | +699,007+14.0% | Added |
| Northern Trust Corp | 5,489,076 | $494.9M | 0.09% | −1,123,625−17.0% | Reduced |
| Deutsche Bank AG | 5,277,370 | $475.9M | 0.24% | +1,015,827+23.8% | Added |
| JPMorgan Chase & Co | 4,720,141 | $425.6M | 0.04% | −839,472−15.1% | Reduced |
| Nuveen Asset Management, LLC | 4,528,017 | $406.7M | 0.13% | +442,295+10.8% | Added |
| Centersquare Investment Management LLC | 4,479,350 | $403.9M | 4.51% | −4,375−0.1% | Reduced |
| Goldman Sachs Group Inc | 4,300,971 | $387.8M | 0.09% | +1,316,745+44.1% | Added |
| Bank of New York Mellon Corp | 3,990,243 | $359.8M | 0.07% | +16,344+0.4% | Added |
| Russell Investments Group, Ltd. | 3,944,283 | $356.0M | 0.63% | +511,144+14.9% | Added |
| Cbre Clarion Securities LLC | 2,884,400 | $260.1M | 4.72% | −279,877−8.8% | Reduced |
| Prudential Financial Inc | 2,733,851 | $246.4M | 0.37% | −169,570−5.8% | Reduced |
| Amundi | 2,636,356 | $236.2M | 0.11% | +9,647+0.4% | Added |
| PGGM Investments | 2,467,640 | $222.5M | 3.39% | +107,311+4.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,446,694 | $220.6M | 0.16% | +126,949+5.5% | Added |
| SEI Investments Co | 2,297,223 | $207.1M | 0.33% | +307,159+15.4% | Added |
| Barclays PLC | 2,134,594 | $192.5M | 0.10% | +767,157+56.1% | Added |
| Duff & Phelps Investment Management Co | 2,101,707 | $189.5M | 2.28% | +120,175+6.1% | Added |
| Ameriprise Financial Inc | 2,038,870 | $182.8M | 0.05% | −264,470−11.5% | Reduced |
| Macquarie Group Ltd | 1,928,431 | $173.9M | 0.20% | +242,383+14.4% | Added |
| Voya Investment Management LLC | 1,828,958 | $164.8M | 0.17% | −19,238−1.0% | Reduced |
| Boston Partners | 1,672,288 | $150.8M | 0.20% | −906,817−35.2% | Reduced |
| Swiss National Bank | 1,622,100 | $146.3M | 0.11% | +23,400+1.5% | Added |
| Canada Pension Plan Investment Board | 1,568,006 | $141.4M | 0.18% | +191,900+13.9% | Added |
| Janus Henderson Group PLC | 1,543,300 | $139.2M | 0.08% | +286,891+22.8% | Added |
| HSBC Holdings PLC | 1,419,408 | $128.2M | 0.12% | +139,396+10.9% | Added |
| Alliancebernstein L.P. | 1,303,844 | $117.6M | 0.05% | +90,079+7.4% | Added |
| Adelante Capital Management LLC | 1,297,493 | $117.0M | 8.11% | +93,342+7.8% | Added |
| Standard Life Aberdeen plc | 1,176,918 | $106.1M | 0.23% | +35,479+3.1% | Added |
| Aew Capital Management L P | 1,174,880 | $105.9M | 3.86% | +401,785+52.0% | Added |
| Asset Management One Co.,Ltd. | 1,084,587 | $98.9M | 0.40% | +56,987+5.5% | Added |
| Rhumbline Advisers | 1,084,762 | $97.8M | 0.10% | +61,691+6.0% | Added |
| Heitman Real Estate Securities LLC | 1,075,904 | $97.0M | 5.23% | −182,621−14.5% | Reduced |
| UBS Group AG | 1,072,283 | $96.7M | 0.04% | +639,355+147.7% | Added |
| Credit Suisse AG | 1,066,822 | $96.2M | 0.09% | −9,531−0.9% | Reduced |
| American Century Companies Inc | 1,049,871 | $94.7M | 0.07% | +102,006+10.8% | Added |
| Pictet Asset Management Holding SA | 1,048,363 | $94.5M | 0.10% | +36,604+3.6% | Added |
| National Pension Service | 1,047,763 | $94.5M | 0.13% | +31,791+3.1% | Added |
| Schroder Investment Management Group | 1,029,422 | $92.8M | 0.12% | −19,492−1.9% | Reduced |
| Public Employees Retirement System of Ohio | 1,019,796 | $92.0M | 0.37% | +72,968+7.7% | Added |
| California Public Employees Retirement System | 977,362 | $88.1M | 0.07% | +52,654+5.7% | Added |
| APG Asset Management US Inc. | 966,867 | $87.2M | 0.53% | +59,167+6.5% | Added |
| Great West Life Assurance Co | 961,088 | $86.4M | 0.19% | +128,200+15.4% | Added |
| Wells Fargo & Company | 902,278 | $81.4M | 0.02% | −4,417−0.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 882,340 | $79.6M | 0.22% | −185,622−17.4% | Reduced |
| Citadel Advisors LLC | 873,462 | $78.8M | 0.08% | +660,055+309.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 864,720 | $76.9M | 0.14% | +82,131+10.5% | Added |
| California State Teachers Retirement System | 812,932 | $73.3M | 0.10% | +46,731+6.1% | Added |
| Nomura Asset Management Co Ltd | 771,203 | $69.5M | 0.29% | +62,289+8.8% | Added |
| Royal Bank of Canada | 763,469 | $68.8M | 0.02% | +159,680+26.4% | Added |
| Neuberger Berman Group LLC | 730,115 | $65.8M | 0.06% | −98,660−11.9% | Reduced |
| Swedbank AB | 715,496 | $64.5M | 0.10% | +5,591+0.8% | Added |
| Lasalle Investment Management Securities LLC | 704,288 | $63.5M | 2.51% | +4,651+0.7% | Added |
| Bamco Inc | 684,515 | $61.7M | 0.16% | +50,370+7.9% | Added |
| State of New Jersey Common Pension Fund D | 649,487 | $58.6M | 0.20% | +11,907+1.9% | Added |
| FIL Ltd | 613,819 | $55.3M | 0.06% | −43,972−6.7% | Reduced |
| Nordea Investment Management AB | 594,677 | $54.1M | 0.07% | +555,353+1,412.2% | Added |
| Bank of Montreal | 585,044 | $53.3M | 0.03% | +179,876+44.4% | Added |
| Adage Capital Partners GP, L.L.C. | 582,606 | $52.5M | 0.11% | +96,900+20.0% | Added |
| D. E. Shaw & Co., Inc. | 580,146 | $52.3M | 0.08% | +456,462+369.1% | Added |
| Border to Coast Pensions Partnership Ltd | 551,589 | $49.7M | 1.21% | −100,000−15.3% | Reduced |
| State Board of Administration of Florida Retirement System | 546,613 | $49.3M | 0.10% | +21,826+4.2% | Added |
| BNP Paribas Arbitrage, SA | 539,797 | $48.7M | 0.09% | +287,646+114.1% | Added |
| Korea Investment CORP | 534,346 | $48.2M | 0.13% | −8,187−1.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 532,587 | $48.0M | 0.11% | −201,281−27.4% | Reduced |
| STRS Ohio | 522,918 | $47.2M | 0.20% | −6,663−1.3% | Reduced |
| Manufacturers Life Insurance Company, The | 498,045 | $44.9M | 0.03% | +47,571+10.6% | Added |
| AXA S.A. | 476,107 | $42.9M | 0.14% | −19,973−4.0% | Reduced |
| Uniplan Investment Counsel, Inc. | 470,524 | $42.9M | 3.19% | +43,543+10.2% | Added |
| New York State Teachers Retirement System | 468,527 | $42.2M | 0.09% | +1,540+0.3% | Added |
| CORDA Investment Management, LLC. | 464,797 | $41.9M | 3.52% | −41,310−8.2% | Reduced |
| Qube Research & Technologies Ltd | 450,618 | $40.6M | 0.09% | +445,412+8,555.7% | Added |
| Citigroup Inc | 449,311 | $40.5M | 0.05% | −22,196−4.7% | Reduced |
| Aviva PLC | 442,433 | $39.9M | 0.14% | +49,284+12.5% | Added |
| Envestnet Asset Management Inc | 438,470 | $39.5M | 0.02% | −8,833−2.0% | Reduced |
| New York State Common Retirement Fund | 414,754 | $37.4M | 0.05% | −25,622−5.8% | Reduced |
| Retirement Systems of Alabama | 409,626 | $36.9M | 0.16% | +4,690+1.2% | Added |
| Los Angeles Capital Management LLC | 402,281 | $36.3M | 0.14% | −164,009−29.0% | Reduced |
| DekaBank Deutsche Girozentrale | 372,575 | $33.9M | 0.07% | +5,778+1.6% | Added |
| Allianz Asset Management GmbH | 367,604 | $33.1M | 0.06% | +233,635+174.4% | Added |
| Robeco Institutional Asset Management B.V. | 366,558 | $33.1M | 0.08% | +311,122+561.2% | Added |
| Toronto Dominion Bank | 362,861 | $32.7M | 0.05% | +49,970+16.0% | Added |