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 |
|---|---|---|---|---|---|
| Forte Capital LLC | 20,144 | $1.82M | 0.25% | −447−2.2% | Reduced |
| Perpetual Ltd | 20,614 | $1.86M | 0.02% | +7,030+51.8% | Added |
| E. Ohman J:or Asset Management AB | 20,704 | $1.87M | 0.07% | −2,200−9.6% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 21,042 | $1.90M | 0.17% | −51−0.2% | Reduced |
| Formula Growth Ltd | 21,619 | $1.95M | 0.62% | +3,600+20.0% | Added |
| Beacon Pointe Advisors, LLC | 22,170 | $2.00M | 0.02% | +402+1.8% | Added |
| Walleye Trading LLC | 22,257 | $2.01M | 0.03% | +22,257 | New |
| Dean Investment Associates, LLC | 22,572 | $2.04M | 0.29% | −679−2.9% | Reduced |
| United Capital Financial Advisers, LLC | 22,799 | $2.06M | 0.02% | +4,078+21.8% | Added |
| Atria Investments LLC | 22,927 | $2.07M | 0.03% | +5,857+34.3% | Added |
| Old North State Wealth Management, LLC | 23,160 | $2.09M | 1.54% | +549+2.4% | Added |
| Raymond James Trust N.A. | 23,326 | $2.10M | 0.06% | −725−3.0% | Reduced |
| Avitas Wealth Management LLC | 23,474 | $2.12M | 0.35% | +760+3.3% | Added |
| Engineers Gate Manager LP | 23,731 | $2.14M | 0.06% | +23,731 | New |
| Shell Asset Management Co | 24,670 | $2.22M | 0.10% | −6,299−20.3% | Reduced |
| Private Advisor Group, LLC | 24,704 | $2.23M | 0.02% | −463−1.8% | Reduced |
| Quantinno Capital Management LP | 24,776 | $2.23M | 0.08% | +4,819+24.1% | Added |
| Appleton Partners Inc | 24,954 | $2.25M | 0.18% | +720+3.0% | Added |
| Ensign Peak Advisors, Inc | 25,040 | $2.26M | 0.00% | +9,515+61.3% | Added |
| Kornitzer Capital Management Inc | 25,190 | $2.27M | 0.04% | 00.0% | Unchanged |
| Pensionfund Sabic | 25,259 | $2.28M | 0.72% | 00.0% | Unchanged |
| Ilmarinen Mutual Pension Insurance Co | 25,500 | $2.30M | 0.03% | −11,000−30.1% | Reduced |
| New Mexico Educational Retirement Board | 25,848 | $2.33M | 0.09% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 26,074 | $2.35M | 0.01% | −1,868−6.7% | Reduced |
| Boston Family Office LLC | 26,511 | $2.39M | 0.18% | −1,005−3.7% | Reduced |
| Oppenheimer & Co Inc | 26,509 | $2.39M | 0.04% | +2,158+8.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 26,756 | $2.41M | 0.05% | −47,086−63.8% | Reduced |
| Romano Brothers and Company | 26,905 | $2.43M | 0.36% | +214+0.8% | Added |
| Crossmark Global Holdings, Inc. | 26,983 | $2.43M | 0.05% | +375+1.4% | Added |
| Lincluden Management Ltd | 27,371 | $2.47M | 0.30% | 00.0% | Unchanged |
| Lockheed Martin Investment Management Co | 29,853 | $2.52M | 0.18% | −8,200−21.5% | Reduced |
| Credit Agricole S A | 28,813 | $2.60M | 0.05% | +10,787+59.8% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 29,255 | $2.64M | 0.31% | +443+1.5% | Added |
| Kempen Capital Management N.V. | 29,300 | $2.64M | 0.04% | +29,300 | New |
| Naviter Wealth, LLC | 29,451 | $2.66M | 0.53% | +4,585+18.4% | Added |
| Varma Mutual Pension Insurance Co | 29,600 | $2.67M | 0.03% | +29,600 | New |
| Spirit of America Management Corp | 29,975 | $2.70M | 0.59% | +5,650+23.2% | Added |
| Summit Place Financial Advisors, LLC | 30,174 | $2.72M | 1.78% | +616+2.1% | Added |
| Kinneret Advisory, LLC | 30,394 | $2.74M | 0.30% | −193−0.6% | Reduced |
| Rainey & Randall Investment Management Inc. | 30,495 | $2.75M | 0.70% | +180+0.6% | Added |
| Commerce Bank | 30,760 | $2.77M | 0.02% | +4,003+15.0% | Added |
| KBC Group NV | 30,911 | $2.79M | 0.01% | −1,723−5.3% | Reduced |
| Blair William & Co | 31,004 | $2.80M | 0.01% | +918+3.1% | Added |
| Rockefeller Capital Management L.P. | 32,268 | $2.91M | 0.01% | −10,727−24.9% | Reduced |
| National Asset Management, Inc. | 32,641 | $2.94M | 0.08% | −1,798−5.2% | Reduced |
| Spinnaker Trust | 32,960 | $2.97M | 0.20% | −976−2.9% | Reduced |
| CI Private Wealth, LLC | 33,188 | $2.99M | 0.01% | +1,025+3.2% | Added |
| Westover Capital Advisors, LLC | 33,439 | $3.02M | 0.98% | +2,277+7.3% | Added |
| Louisiana State Employees Retirement System | 33,500 | $3.02M | 0.06% | +1,400+4.4% | Added |
| Banque Cantonale Vaudoise | 33,693 | $3.04M | 0.13% | +20,230+150.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 33,709 | $3.04M | 0.01% | −1,943−5.4% | Reduced |
| Capital Group Private Client Services, Inc. | 33,934 | $3.06M | 0.03% | −1,377−3.9% | Reduced |
| MML Investors Services, LLC | 34,246 | $3.09M | 0.01% | +3,382+11.0% | Added |
| Agf Management Ltd | 34,477 | $3.11M | 0.02% | +1,108+3.3% | Added |
| Securian Asset Management, Inc | 34,987 | $3.15M | 0.09% | −2,237−6.0% | Reduced |
| Pathstone Holdings, LLC | 35,945 | $3.24M | 0.02% | +35,945 | New |
| Sarasin & Partners LLP | 35,992 | $3.25M | 0.04% | −15,903−30.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 36,303 | $3.27M | 0.04% | +2,990+9.0% | Added |
| Pacer Advisors, Inc. | 36,597 | $3.30M | 0.01% | +4,901+15.5% | Added |
| D L Carlson Investment Group Inc | 35,374 | $3.32M | 0.67% | +35,374 | New |
| Brown Advisory Inc | 36,826 | $3.32M | 0.00% | −2,380−6.1% | Reduced |
| KMG Fiduciary Partners, LLC | 37,190 | $3.35M | 0.39% | −140.0% | Reduced |
| Hartford Investment Management Co | 37,251 | $3.36M | 0.13% | −4,791−11.4% | Reduced |
| Maryland State Retirement & Pension System | 37,946 | $3.42M | 0.07% | 00.0% | Unchanged |
| DoubleLine ETF Adviser LP | 37,989 | $3.43M | 0.99% | +37,989 | New |
| B. Metzler seel. Sohn & Co. AG | 38,985 | $3.52M | 0.04% | +1,371+3.6% | Added |
| Oppenheimer Asset Management Inc. | 39,045 | $3.52M | 0.05% | −1,272−3.2% | Reduced |
| Metropolitan Life Insurance Co | 39,473 | $3.56M | 0.17% | +2,081+5.6% | Added |
| Prudential PLC | 39,639 | $3.57M | 0.04% | +1,646+4.3% | Added |
| Vident Advisory, LLC | 40,369 | $3.64M | 0.09% | +1,164+3.0% | Added |
| Fifth Third Bancorp | 40,690 | $3.67M | 0.02% | +349+0.9% | Added |
| JustInvest LLC | 40,713 | $3.67M | 0.09% | +2,821+7.4% | Added |
| Wealthfront Advisers LLC | 41,504 | $3.74M | 0.01% | +7,641+22.6% | Added |
| Teachers Retirement System of the State of Kentucky | 42,175 | $3.80M | 0.04% | 00.0% | Unchanged |
| Magnetar Financial LLC | 42,515 | $3.83M | 0.10% | +42,515 | New |
| Advisors Asset Management, Inc. | 44,021 | $3.97M | 0.08% | −1,579−3.5% | Reduced |
| Kentucky Retirement Systems | 44,283 | $3.99M | 0.12% | +3,594+8.8% | Added |
| Gulf International Bank (UK) Ltd | 44,828 | $4.04M | 0.11% | −330−0.7% | Reduced |
| Elo Mutual Pension Insurance Co | 45,288 | $4.08M | 0.11% | +3,688+8.9% | Added |
| Norinchukin Bank, The | 45,447 | $4.10M | 0.10% | +784+1.8% | Added |
| Northwestern Mutual Wealth Management Co | 45,543 | $4.11M | 0.00% | +1,551+3.5% | Added |
| Allspring Global Investments Holdings, LLC | 45,883 | $4.14M | 0.01% | −9,608−17.3% | Reduced |
| Peapack Gladstone Financial Corp | 46,589 | $4.20M | 0.07% | −1,147−2.4% | Reduced |
| Callahan Advisors, LLC | 47,231 | $4.26M | 0.49% | −1,452−3.0% | Reduced |
| US Bancorp | 47,833 | $4.31M | 0.01% | +8,431+21.4% | Added |
| Cetera Advisor Networks LLC | 48,148 | $4.34M | 0.02% | +694+1.5% | Added |
| QRG Capital Management, Inc. | 48,271 | $4.35M | 0.06% | −2,198−4.4% | Reduced |
| Windward Capital Management Co | 49,792 | $4.49M | 0.39% | +338+0.7% | Added |
| Vestcor Inc | 50,239 | $4.53M | 0.15% | +17,936+55.5% | Added |
| Natixis | 50,851 | $4.59M | 0.03% | +18,437+56.9% | Added |
| Janney Montgomery Scott LLC | 51,631 | $4.66M | 0.02% | +196+0.4% | Added |
| Garland Capital Management Inc | 52,221 | $4.71M | 3.31% | −3,432−6.2% | Reduced |
| Fred Alger Management, LLC | 53,191 | $4.80M | 0.03% | +23,366+78.3% | Added |
| Carret Asset Management, LLC | 54,148 | $4.88M | 0.62% | −5,086−8.6% | Reduced |
| ING Groep NV | 54,616 | $4.92M | 0.04% | −4,651−7.8% | Reduced |
| Ethic Inc. | 54,787 | $4.94M | 0.15% | +27,861+103.5% | Added |
| Pensionfund DSM Netherlands | 55,753 | $5.03M | 3.03% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 55,804 | $5.03M | 0.23% | −4,635−7.7% | Reduced |
| Alyeska Investment Group, L.P. | 56,205 | $5.07M | 0.03% | +56,205 | New |
| Advisors Management Group Inc | 56,834 | $5.13M | 1.39% | −2,099−3.6% | Reduced |