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 |
|---|---|---|---|---|---|
| HBK Investments L P | 171,374 | $15.5M | 0.37% | +51,410+42.9% | Added |
| TD Asset Management Inc | 178,800 | $16.1M | 0.02% | −25,364−12.4% | Reduced |
| Jane Street Group, LLC | 179,248 | $16.2M | 0.02% | −41,861−18.9% | Reduced |
| Hazelview Securities Inc. | 185,251 | $16.2M | 2.91% | −45,310−19.7% | Reduced |
| Employees Retirement System of Texas | 185,000 | $16.7M | 0.20% | +10,000+5.7% | Added |
| Vert Asset Management LLC | 186,605 | $16.8M | 7.26% | +1,316+0.7% | Added |
| Candriam Luxembourg S.C.A. | 202,559 | $18.3M | 0.13% | +157,845+353.0% | Added |
| Royal London Asset Management Ltd | 206,079 | $18.6M | 0.05% | +12,959+6.7% | Added |
| Chilton Capital Management LLC | 213,272 | $19.2M | 0.98% | −57,407−21.2% | Reduced |
| Handelsbanken Fonder AB | 214,289 | $19.3M | 0.09% | +19,459+10.0% | Added |
| Van Eck Associates Corp | 216,268 | $19.5M | 0.04% | +31,968+17.3% | Added |
| Millennium Management LLC | 217,205 | $19.6M | 0.02% | −366,276−62.8% | Reduced |
| The PNC Financial Services Group, Inc. | 218,746 | $19.7M | 0.02% | −7,788−3.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 218,839 | $19.7M | 0.14% | +114,539+109.8% | Added |
| Susquehanna International Group, LLP | 221,155 | $19.9M | 0.03% | −197,485−47.2% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 221,682 | $20.0M | 0.36% | +221,682 | New |
| Brookfield Asset Management Inc. | 230,351 | $20.8M | 0.12% | +13,018+6.0% | Added |
| Natixis Advisors, L.P. | 231,424 | $20.9M | 0.05% | +25,395+12.3% | Added |
| Victory Capital Management Inc | 232,760 | $21.0M | 0.02% | −24,141−9.4% | Reduced |
| CIBC World Markets Corp | 253,966 | $22.9M | 0.12% | +225,335+787.0% | Added |
| Marshall Wace, LLP | 273,024 | $24.6M | 0.05% | +273,024 | New |
| B&I Capital AG | 274,850 | $24.8M | 7.80% | −17,500−6.0% | Reduced |
| Capital International Inc | 284,061 | $25.6M | 0.40% | +28,493+11.1% | Added |
| Treasurer of the State of North Carolina | 286,221 | $25.8M | 0.12% | +18,070+6.7% | Added |
| Voloridge Investment Management, LLC | 287,944 | $26.0M | 0.10% | +246,384+592.8% | Added |
| Nisa Investment Advisors, LLC | 302,228 | $27.3M | 0.19% | −4,660−1.5% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 310,624 | $28.0M | 0.10% | +17,595+6.0% | Added |
| Franklin Resources Inc | 324,129 | $29.2M | 0.01% | −14,872−4.4% | Reduced |
| Raymond James & Associates | 333,109 | $30.0M | 0.02% | +18,351+5.8% | Added |
| State of Alaska, Department of Revenue | 335,287 | $30.2M | 0.36% | +20,837+6.6% | Added |
| UniSuper Management Pty Ltd | 338,647 | $30.5M | 0.34% | +12,557+3.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 340,277 | $30.7M | 0.12% | +33,241+10.8% | Added |
| Bowen Hanes & Co Inc | 351,023 | $31.7M | 0.95% | +800.0% | Added |
| State of Wisconsin Investment Board | 356,380 | $32.1M | 0.09% | +36,056+11.3% | Added |
| Toronto Dominion Bank | 362,861 | $32.7M | 0.05% | +49,970+16.0% | Added |
| Robeco Institutional Asset Management B.V. | 366,558 | $33.1M | 0.08% | +311,122+561.2% | Added |
| Allianz Asset Management GmbH | 367,604 | $33.1M | 0.06% | +233,635+174.4% | Added |
| DekaBank Deutsche Girozentrale | 372,575 | $33.9M | 0.07% | +5,778+1.6% | Added |
| Los Angeles Capital Management LLC | 402,281 | $36.3M | 0.14% | −164,009−29.0% | Reduced |
| Retirement Systems of Alabama | 409,626 | $36.9M | 0.16% | +4,690+1.2% | Added |
| New York State Common Retirement Fund | 414,754 | $37.4M | 0.05% | −25,622−5.8% | Reduced |
| Envestnet Asset Management Inc | 438,470 | $39.5M | 0.02% | −8,833−2.0% | Reduced |
| Aviva PLC | 442,433 | $39.9M | 0.14% | +49,284+12.5% | Added |
| Citigroup Inc | 449,311 | $40.5M | 0.05% | −22,196−4.7% | Reduced |
| Qube Research & Technologies Ltd | 450,618 | $40.6M | 0.09% | +445,412+8,555.7% | Added |
| CORDA Investment Management, LLC. | 464,797 | $41.9M | 3.52% | −41,310−8.2% | Reduced |
| New York State Teachers Retirement System | 468,527 | $42.2M | 0.09% | +1,540+0.3% | Added |
| Uniplan Investment Counsel, Inc. | 470,524 | $42.9M | 3.19% | +43,543+10.2% | Added |
| AXA S.A. | 476,107 | $42.9M | 0.14% | −19,973−4.0% | Reduced |
| Manufacturers Life Insurance Company, The | 498,045 | $44.9M | 0.03% | +47,571+10.6% | Added |
| STRS Ohio | 522,918 | $47.2M | 0.20% | −6,663−1.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 532,587 | $48.0M | 0.11% | −201,281−27.4% | Reduced |
| Korea Investment CORP | 534,346 | $48.2M | 0.13% | −8,187−1.5% | Reduced |
| BNP Paribas Arbitrage, SA | 539,797 | $48.7M | 0.09% | +287,646+114.1% | Added |
| State Board of Administration of Florida Retirement System | 546,613 | $49.3M | 0.10% | +21,826+4.2% | Added |
| Border to Coast Pensions Partnership Ltd | 551,589 | $49.7M | 1.21% | −100,000−15.3% | Reduced |
| D. E. Shaw & Co., Inc. | 580,146 | $52.3M | 0.08% | +456,462+369.1% | Added |
| Adage Capital Partners GP, L.L.C. | 582,606 | $52.5M | 0.11% | +96,900+20.0% | Added |
| Bank of Montreal | 585,044 | $53.3M | 0.03% | +179,876+44.4% | Added |
| Nordea Investment Management AB | 594,677 | $54.1M | 0.07% | +555,353+1,412.2% | Added |
| FIL Ltd | 613,819 | $55.3M | 0.06% | −43,972−6.7% | Reduced |
| State of New Jersey Common Pension Fund D | 649,487 | $58.6M | 0.20% | +11,907+1.9% | Added |
| Bamco Inc | 684,515 | $61.7M | 0.16% | +50,370+7.9% | Added |
| Lasalle Investment Management Securities LLC | 704,288 | $63.5M | 2.51% | +4,651+0.7% | Added |
| Swedbank AB | 715,496 | $64.5M | 0.10% | +5,591+0.8% | Added |
| Neuberger Berman Group LLC | 730,115 | $65.8M | 0.06% | −98,660−11.9% | Reduced |
| Royal Bank of Canada | 763,469 | $68.8M | 0.02% | +159,680+26.4% | Added |
| Nomura Asset Management Co Ltd | 771,203 | $69.5M | 0.29% | +62,289+8.8% | Added |
| California State Teachers Retirement System | 812,932 | $73.3M | 0.10% | +46,731+6.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 864,720 | $76.9M | 0.14% | +82,131+10.5% | Added |
| Citadel Advisors LLC | 873,462 | $78.8M | 0.08% | +660,055+309.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 882,340 | $79.6M | 0.22% | −185,622−17.4% | Reduced |
| Wells Fargo & Company | 902,278 | $81.4M | 0.02% | −4,417−0.5% | Reduced |
| Great West Life Assurance Co | 961,088 | $86.4M | 0.19% | +128,200+15.4% | Added |
| APG Asset Management US Inc. | 966,867 | $87.2M | 0.53% | +59,167+6.5% | Added |
| California Public Employees Retirement System | 977,362 | $88.1M | 0.07% | +52,654+5.7% | Added |
| Public Employees Retirement System of Ohio | 1,019,796 | $92.0M | 0.37% | +72,968+7.7% | Added |
| Schroder Investment Management Group | 1,029,422 | $92.8M | 0.12% | −19,492−1.9% | Reduced |
| National Pension Service | 1,047,763 | $94.5M | 0.13% | +31,791+3.1% | Added |
| Pictet Asset Management Holding SA | 1,048,363 | $94.5M | 0.10% | +36,604+3.6% | Added |
| American Century Companies Inc | 1,049,871 | $94.7M | 0.07% | +102,006+10.8% | Added |
| Credit Suisse AG | 1,066,822 | $96.2M | 0.09% | −9,531−0.9% | Reduced |
| UBS Group AG | 1,072,283 | $96.7M | 0.04% | +639,355+147.7% | Added |
| Heitman Real Estate Securities LLC | 1,075,904 | $97.0M | 5.23% | −182,621−14.5% | Reduced |
| Rhumbline Advisers | 1,084,762 | $97.8M | 0.10% | +61,691+6.0% | Added |
| Asset Management One Co.,Ltd. | 1,084,587 | $98.9M | 0.40% | +56,987+5.5% | Added |
| Aew Capital Management L P | 1,174,880 | $105.9M | 3.86% | +401,785+52.0% | Added |
| Standard Life Aberdeen plc | 1,176,918 | $106.1M | 0.23% | +35,479+3.1% | Added |
| Adelante Capital Management LLC | 1,297,493 | $117.0M | 8.11% | +93,342+7.8% | Added |
| Alliancebernstein L.P. | 1,303,844 | $117.6M | 0.05% | +90,079+7.4% | Added |
| HSBC Holdings PLC | 1,419,408 | $128.2M | 0.12% | +139,396+10.9% | Added |
| Janus Henderson Group PLC | 1,543,300 | $139.2M | 0.08% | +286,891+22.8% | Added |
| Canada Pension Plan Investment Board | 1,568,006 | $141.4M | 0.18% | +191,900+13.9% | Added |
| Swiss National Bank | 1,622,100 | $146.3M | 0.11% | +23,400+1.5% | Added |
| Boston Partners | 1,672,288 | $150.8M | 0.20% | −906,817−35.2% | Reduced |
| Voya Investment Management LLC | 1,828,958 | $164.8M | 0.17% | −19,238−1.0% | Reduced |
| Macquarie Group Ltd | 1,928,431 | $173.9M | 0.20% | +242,383+14.4% | Added |
| Ameriprise Financial Inc | 2,038,870 | $182.8M | 0.05% | −264,470−11.5% | Reduced |
| Duff & Phelps Investment Management Co | 2,101,707 | $189.5M | 2.28% | +120,175+6.1% | Added |
| Barclays PLC | 2,134,594 | $192.5M | 0.10% | +767,157+56.1% | Added |