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 |
|---|---|---|---|---|---|
| Capital Group Investment Management Pte. Ltd. | 57,121 | $5.15M | 0.54% | −80,600−58.5% | Reduced |
| South Dakota Investment Council | 57,289 | $5.17M | 0.11% | 00.0% | Unchanged |
| Alpine Global Management, LLC | 57,700 | $5.20M | 1.42% | +57,700 | New |
| Impax Asset Management Group plc | 57,918 | $5.22M | 0.02% | +25,765+80.1% | Added |
| British Columbia Investment Management Corp | 59,711 | $5.38M | 0.04% | +14,525+32.1% | Added |
| Harbour Trust & Investment Management Co | 59,986 | $5.41M | 0.76% | +59,986 | New |
| Factory Mutual Insurance Co | 60,700 | $5.47M | 0.07% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 61,590 | $5.55M | 0.09% | +767+1.3% | Added |
| SG Americas Securities, LLC | 62,891 | $5.67M | 0.06% | +10,056+19.0% | Added |
| Liberty Mutual Group Asset Management Inc. | 63,733 | $5.75M | 1.66% | +8,687+15.8% | Added |
| Truist Financial Corp | 63,764 | $5.75M | 0.01% | −1,448−2.2% | Reduced |
| Presima Inc. | 63,917 | $5.76M | 1.30% | −262,850−80.4% | Reduced |
| Ci Investments Inc. | 64,014 | $5.77M | 0.03% | −1,005−1.5% | Reduced |
| Metis Global Partners, LLC | 64,562 | $5.82M | 0.23% | +6,201+10.6% | Added |
| Oregon Public Employees Retirement Fund | 65,650 | $5.92M | 0.10% | +25,496+63.5% | Added |
| Renaissance Technologies LLC | 65,663 | $5.92M | 0.01% | +65,663 | New |
| Bank of Nova Scotia | 66,930 | $6.04M | 0.01% | +19,730+41.8% | Added |
| HighTower Advisors, LLC | 66,897 | $6.04M | 0.01% | +2,566+4.0% | Added |
| Cinctive Capital Management LP | 67,289 | $6.07M | 0.42% | +67,289 | New |
| M&T Bank Corp | 69,163 | $6.24M | 0.02% | +2,523+3.8% | Added |
| Lighthouse Investment Partners, LLC | 70,000 | $6.31M | 0.46% | +70,000 | New |
| Windle Wealth, LLC | 70,708 | $6.38M | 4.47% | −4,781−6.3% | Reduced |
| Xponance, Inc. | 71,224 | $6.42M | 0.08% | +4,944+7.5% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 72,639 | $6.55M | 0.08% | −2,854−3.8% | Reduced |
| Rafferty Asset Management, LLC | 74,247 | $6.69M | 0.03% | +16,292+28.1% | Added |
| CIBC Asset Management Inc | 74,352 | $6.70M | 0.03% | +740+1.0% | Added |
| Transform Wealth, LLC | 74,790 | $6.74M | 0.66% | +74,790 | New |
| Public Employees Retirement Association of Colorado | 76,025 | $6.86M | 0.03% | −1,338−1.7% | Reduced |
| Pictet & Cie (Europe) SA | 78,156 | $7.05M | 0.21% | +5,850+8.1% | Added |
| Degroof Petercam Asset Management | 79,700 | $7.19M | 0.09% | +79,700 | New |
| Central Trust Co | 81,155 | $7.32M | 0.19% | −2,274−2.7% | Reduced |
| Andra AP-fonden | 81,200 | $7.32M | 0.39% | +30,700+60.8% | Added |
| Trust Co of Toledo NA | 87,217 | $7.86M | 1.35% | −390−0.4% | Reduced |
| Tower Research Capital LLC (TRC) | 88,107 | $7.94M | 0.10% | +65,999+298.5% | Added |
| Twinbeech Capital LP | 88,229 | $7.96M | 0.13% | +88,229 | New |
| Captrust Financial Advisors | 88,950 | $8.02M | 0.03% | +450+0.5% | Added |
| TCW Group Inc | 89,564 | $8.08M | 0.09% | +18,807+26.6% | Added |
| Mutual of America Capital Management LLC | 89,770 | $8.09M | 0.09% | −229−0.3% | Reduced |
| Swiss Life Asset Management Ltd | 89,747 | $8.10M | 0.10% | +6,664+8.0% | Added |
| Venture Visionary Partners LLC | 89,850 | $8.10M | 0.43% | −1,650−1.8% | Reduced |
| Mackenzie Financial Corp | 90,040 | $8.12M | 0.01% | +30,231+50.5% | Added |
| Makena Capital Management LLC | 92,182 | $8.31M | 1.88% | −43,627−32.1% | Reduced |
| Quantbot Technologies LP | 92,413 | $8.33M | 0.48% | +92,413 | New |
| Forsta Ap-Fonden | 92,700 | $8.36M | 0.08% | +3,700+4.2% | Added |
| Utah Retirement Systems | 93,103 | $8.40M | 0.11% | +7,600+8.9% | Added |
| Mariner, LLC | 93,832 | $8.46M | 0.02% | +4,416+4.9% | Added |
| Commonwealth Equity Services, LLC | 96,615 | $8.71M | 0.02% | −18,368−16.0% | Reduced |
| Yousif Capital Management, LLC | 96,869 | $8.73M | 0.10% | +2,351+2.5% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 96,924 | $8.74M | 0.05% | −5,121−5.0% | Reduced |
| Czech National Bank | 96,936 | $8.74M | 0.12% | +6,272+6.9% | Added |
| Westpac Banking Corp | 97,489 | $8.79M | 0.72% | +2,943+3.1% | Added |
| Nomura Holdings Inc | 98,221 | $8.86M | 0.08% | +98,221 | New |
| IFM Investors Pty Ltd | 100,486 | $9.06M | 0.11% | +1,942+2.0% | Added |
| AQR Capital Management LLC | 101,035 | $9.11M | 0.02% | −4,251−4.0% | Reduced |
| ProShare Advisors LLC | 103,016 | $9.29M | 0.03% | −2,063−2.0% | Reduced |
| USS Investment Management Ltd | 105,407 | $9.51M | 0.09% | −6,251−5.6% | Reduced |
| DnB Asset Management AS | 105,753 | $9.54M | 0.05% | −2,693−2.5% | Reduced |
| Connors Investor Services Inc | 106,477 | $9.60M | 1.08% | +106,477 | New |
| Illinois Municipal Retirement Fund | 107,247 | $9.67M | 0.16% | +93,781+696.4% | Added |
| Manning & Napier Group, LLC | 108,067 | $9.74M | 0.12% | −374−0.3% | Reduced |
| Walleye Capital LLC | 108,203 | $9.76M | 0.14% | +108,203 | New |
| Keybank National Association | 110,672 | $9.98M | 0.04% | −5,352−4.6% | Reduced |
| Advisor Group Holdings, Inc. | 111,848 | $10.1M | 0.02% | −37,557−25.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 113,170 | $10.2M | 0.03% | +1,461+1.3% | Added |
| Texas Permanent School Fund | 114,274 | $10.3M | 0.09% | +7,092+6.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 117,770 | $10.6M | 0.02% | −5,506−4.5% | Reduced |
| Tredje AP-fonden | 119,247 | $10.8M | 0.13% | +7,410+6.6% | Added |
| Public Sector Pension Investment Board | 120,956 | $10.9M | 0.08% | +14,601+13.7% | Added |
| Teacher Retirement System of Texas | 121,647 | $11.0M | 0.07% | −70,564−36.7% | Reduced |
| Nissay Asset Management Corp | 125,613 | $11.3M | 0.09% | +11,702+10.3% | Added |
| Umb Bank N A | 127,242 | $11.5M | 0.17% | +123,116+2,983.9% | Added |
| Calamos Advisors LLC | 127,321 | $11.5M | 0.06% | −1,663−1.3% | Reduced |
| State of Tennessee, Treasury Department | 131,336 | $11.8M | 0.05% | −19,886−13.2% | Reduced |
| Cercano Management LLC | 133,289 | $12.0M | 0.40% | 00.0% | Unchanged |
| MetLife Investment Management | 134,033 | $12.1M | 0.09% | +6,163+4.8% | Added |
| Davis Selected Advisers | 134,350 | $12.1M | 0.07% | −18,340−12.0% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 135,406 | $12.2M | 0.43% | −23,615−14.9% | Reduced |
| Stifel Financial Corp | 137,374 | $12.4M | 0.02% | +6,723+5.1% | Added |
| Amalgamated Bank | 138,482 | $12.5M | 0.10% | +8,332+6.4% | Added |
| Epoch Investment Partners, Inc. | 140,198 | $12.6M | 0.06% | −416,963−74.8% | Reduced |
| LGT Group Foundation | 139,063 | $12.7M | 0.28% | −28,849−17.2% | Reduced |
| Bridgewater Associates, LP | 142,217 | $12.8M | 0.07% | +78,395+122.8% | Added |
| National Bank of Canada | 142,242 | $12.8M | 0.02% | +31,506+28.5% | Added |
| Arizona State Retirement System | 145,941 | $13.2M | 0.10% | +5,255+3.7% | Added |
| Squarepoint Ops LLC | 147,340 | $13.3M | 0.05% | +133,259+946.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 149,285 | $13.5M | 0.02% | −5,001−3.2% | Reduced |
| American International Group, Inc. | 149,837 | $13.5M | 0.06% | +7,924+5.6% | Added |
| State of Michigan Retirement System | 151,509 | $13.7M | 0.08% | +9,300+6.5% | Added |
| Creative Planning | 152,968 | $13.8M | 0.03% | +99,841+187.9% | Added |
| Guggenheim Capital LLC | 155,951 | $14.1M | 0.11% | +2,221+1.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 157,645 | $14.2M | 0.19% | +10,169+6.9% | Added |
| Tiaa Trust, National Association | 158,013 | $14.2M | 0.05% | −825−0.5% | Reduced |
| Storebrand Asset Management AS | 159,187 | $14.4M | 0.05% | +13,892+9.6% | Added |
| New York Life Investment Management LLC | 160,104 | $14.4M | 0.15% | +70,101+77.9% | Added |
| First Trust Advisors LP | 163,439 | $14.7M | 0.02% | +6,759+4.3% | Added |
| Thrivent Financial for Lutherans | 163,541 | $14.7M | 0.03% | +27,649+20.3% | Added |
| Capital Fund Management S.A. | 165,764 | $14.9M | 0.19% | +165,764 | New |
| LPL Financial LLC | 166,854 | $15.0M | 0.01% | +14,612+9.6% | Added |
| Cerity Partners LLC | 168,106 | $15.2M | 0.05% | +61,324+57.4% | Added |
| AMF Pensionsforsakring AB | 169,582 | $15.3M | 0.13% | 00.0% | Unchanged |