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 |
|---|---|---|---|---|---|
| State of Wisconsin Investment Board | 356,380 | $32.1M | 0.09% | +36,056+11.3% | Added |
| Bowen Hanes & Co Inc | 351,023 | $31.7M | 0.95% | +800.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 340,277 | $30.7M | 0.12% | +33,241+10.8% | Added |
| UniSuper Management Pty Ltd | 338,647 | $30.5M | 0.34% | +12,557+3.9% | Added |
| State of Alaska, Department of Revenue | 335,287 | $30.2M | 0.36% | +20,837+6.6% | Added |
| Raymond James & Associates | 333,109 | $30.0M | 0.02% | +18,351+5.8% | Added |
| Franklin Resources Inc | 324,129 | $29.2M | 0.01% | −14,872−4.4% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 310,624 | $28.0M | 0.10% | +17,595+6.0% | Added |
| Nisa Investment Advisors, LLC | 302,228 | $27.3M | 0.19% | −4,660−1.5% | Reduced |
| Voloridge Investment Management, LLC | 287,944 | $26.0M | 0.10% | +246,384+592.8% | Added |
| Treasurer of the State of North Carolina | 286,221 | $25.8M | 0.12% | +18,070+6.7% | Added |
| Capital International Inc | 284,061 | $25.6M | 0.40% | +28,493+11.1% | Added |
| B&I Capital AG | 274,850 | $24.8M | 7.80% | −17,500−6.0% | Reduced |
| Marshall Wace, LLP | 273,024 | $24.6M | 0.05% | +273,024 | New |
| CIBC World Markets Corp | 253,966 | $22.9M | 0.12% | +225,335+787.0% | Added |
| Victory Capital Management Inc | 232,760 | $21.0M | 0.02% | −24,141−9.4% | Reduced |
| Natixis Advisors, L.P. | 231,424 | $20.9M | 0.05% | +25,395+12.3% | Added |
| Brookfield Asset Management Inc. | 230,351 | $20.8M | 0.12% | +13,018+6.0% | Added |
| Susquehanna Portfolio Strategies, LLC | 221,682 | $20.0M | 0.36% | +221,682 | New |
| Susquehanna International Group, LLP | 221,155 | $19.9M | 0.03% | −197,485−47.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 218,839 | $19.7M | 0.14% | +114,539+109.8% | Added |
| The PNC Financial Services Group, Inc. | 218,746 | $19.7M | 0.02% | −7,788−3.4% | Reduced |
| Millennium Management LLC | 217,205 | $19.6M | 0.02% | −366,276−62.8% | Reduced |
| Van Eck Associates Corp | 216,268 | $19.5M | 0.04% | +31,968+17.3% | Added |
| Handelsbanken Fonder AB | 214,289 | $19.3M | 0.09% | +19,459+10.0% | Added |
| Chilton Capital Management LLC | 213,272 | $19.2M | 0.98% | −57,407−21.2% | Reduced |
| Royal London Asset Management Ltd | 206,079 | $18.6M | 0.05% | +12,959+6.7% | Added |
| Candriam Luxembourg S.C.A. | 202,559 | $18.3M | 0.13% | +157,845+353.0% | Added |
| Vert Asset Management LLC | 186,605 | $16.8M | 7.26% | +1,316+0.7% | Added |
| Employees Retirement System of Texas | 185,000 | $16.7M | 0.20% | +10,000+5.7% | Added |
| Hazelview Securities Inc. | 185,251 | $16.2M | 2.91% | −45,310−19.7% | Reduced |
| Jane Street Group, LLC | 179,248 | $16.2M | 0.02% | −41,861−18.9% | Reduced |
| TD Asset Management Inc | 178,800 | $16.1M | 0.02% | −25,364−12.4% | Reduced |
| HBK Investments L P | 171,374 | $15.5M | 0.37% | +51,410+42.9% | Added |
| AMF Pensionsforsakring AB | 169,582 | $15.3M | 0.13% | 00.0% | Unchanged |
| Cerity Partners LLC | 168,106 | $15.2M | 0.05% | +61,324+57.4% | Added |
| LPL Financial LLC | 166,854 | $15.0M | 0.01% | +14,612+9.6% | Added |
| Capital Fund Management S.A. | 165,764 | $14.9M | 0.19% | +165,764 | New |
| Thrivent Financial for Lutherans | 163,541 | $14.7M | 0.03% | +27,649+20.3% | Added |
| First Trust Advisors LP | 163,439 | $14.7M | 0.02% | +6,759+4.3% | Added |
| New York Life Investment Management LLC | 160,104 | $14.4M | 0.15% | +70,101+77.9% | Added |
| Storebrand Asset Management AS | 159,187 | $14.4M | 0.05% | +13,892+9.6% | Added |
| Tiaa Trust, National Association | 158,013 | $14.2M | 0.05% | −825−0.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 157,645 | $14.2M | 0.19% | +10,169+6.9% | Added |
| Guggenheim Capital LLC | 155,951 | $14.1M | 0.11% | +2,221+1.4% | Added |
| Creative Planning | 152,968 | $13.8M | 0.03% | +99,841+187.9% | Added |
| State of Michigan Retirement System | 151,509 | $13.7M | 0.08% | +9,300+6.5% | Added |
| American International Group, Inc. | 149,837 | $13.5M | 0.06% | +7,924+5.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 149,285 | $13.5M | 0.02% | −5,001−3.2% | Reduced |
| Squarepoint Ops LLC | 147,340 | $13.3M | 0.05% | +133,259+946.4% | Added |
| Arizona State Retirement System | 145,941 | $13.2M | 0.10% | +5,255+3.7% | Added |
| National Bank of Canada | 142,242 | $12.8M | 0.02% | +31,506+28.5% | Added |
| Bridgewater Associates, LP | 142,217 | $12.8M | 0.07% | +78,395+122.8% | Added |
| LGT Group Foundation | 139,063 | $12.7M | 0.28% | −28,849−17.2% | Reduced |
| Epoch Investment Partners, Inc. | 140,198 | $12.6M | 0.06% | −416,963−74.8% | Reduced |
| Amalgamated Bank | 138,482 | $12.5M | 0.10% | +8,332+6.4% | Added |
| Stifel Financial Corp | 137,374 | $12.4M | 0.02% | +6,723+5.1% | Added |
| Oversea-Chinese Banking CORP Ltd | 135,406 | $12.2M | 0.43% | −23,615−14.9% | Reduced |
| Davis Selected Advisers | 134,350 | $12.1M | 0.07% | −18,340−12.0% | Reduced |
| MetLife Investment Management | 134,033 | $12.1M | 0.09% | +6,163+4.8% | Added |
| Cercano Management LLC | 133,289 | $12.0M | 0.40% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 131,336 | $11.8M | 0.05% | −19,886−13.2% | Reduced |
| Calamos Advisors LLC | 127,321 | $11.5M | 0.06% | −1,663−1.3% | Reduced |
| Umb Bank N A | 127,242 | $11.5M | 0.17% | +123,116+2,983.9% | Added |
| Nissay Asset Management Corp | 125,613 | $11.3M | 0.09% | +11,702+10.3% | Added |
| Teacher Retirement System of Texas | 121,647 | $11.0M | 0.07% | −70,564−36.7% | Reduced |
| Public Sector Pension Investment Board | 120,956 | $10.9M | 0.08% | +14,601+13.7% | Added |
| Tredje AP-fonden | 119,247 | $10.8M | 0.13% | +7,410+6.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 117,770 | $10.6M | 0.02% | −5,506−4.5% | Reduced |
| Texas Permanent School Fund | 114,274 | $10.3M | 0.09% | +7,092+6.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 113,170 | $10.2M | 0.03% | +1,461+1.3% | Added |
| Advisor Group Holdings, Inc. | 111,848 | $10.1M | 0.02% | −37,557−25.1% | Reduced |
| Keybank National Association | 110,672 | $9.98M | 0.04% | −5,352−4.6% | Reduced |
| Walleye Capital LLC | 108,203 | $9.76M | 0.14% | +108,203 | New |
| Manning & Napier Group, LLC | 108,067 | $9.74M | 0.12% | −374−0.3% | Reduced |
| Illinois Municipal Retirement Fund | 107,247 | $9.67M | 0.16% | +93,781+696.4% | Added |
| Connors Investor Services Inc | 106,477 | $9.60M | 1.08% | +106,477 | New |
| DnB Asset Management AS | 105,753 | $9.54M | 0.05% | −2,693−2.5% | Reduced |
| USS Investment Management Ltd | 105,407 | $9.51M | 0.09% | −6,251−5.6% | Reduced |
| ProShare Advisors LLC | 103,016 | $9.29M | 0.03% | −2,063−2.0% | Reduced |
| AQR Capital Management LLC | 101,035 | $9.11M | 0.02% | −4,251−4.0% | Reduced |
| IFM Investors Pty Ltd | 100,486 | $9.06M | 0.11% | +1,942+2.0% | Added |
| Nomura Holdings Inc | 98,221 | $8.86M | 0.08% | +98,221 | New |
| Westpac Banking Corp | 97,489 | $8.79M | 0.72% | +2,943+3.1% | Added |
| Czech National Bank | 96,936 | $8.74M | 0.12% | +6,272+6.9% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 96,924 | $8.74M | 0.05% | −5,121−5.0% | Reduced |
| Yousif Capital Management, LLC | 96,869 | $8.73M | 0.10% | +2,351+2.5% | Added |
| Commonwealth Equity Services, LLC | 96,615 | $8.71M | 0.02% | −18,368−16.0% | Reduced |
| Mariner, LLC | 93,832 | $8.46M | 0.02% | +4,416+4.9% | Added |
| Utah Retirement Systems | 93,103 | $8.40M | 0.11% | +7,600+8.9% | Added |
| Forsta Ap-Fonden | 92,700 | $8.36M | 0.08% | +3,700+4.2% | Added |
| Quantbot Technologies LP | 92,413 | $8.33M | 0.48% | +92,413 | New |
| Makena Capital Management LLC | 92,182 | $8.31M | 1.88% | −43,627−32.1% | Reduced |
| Mackenzie Financial Corp | 90,040 | $8.12M | 0.01% | +30,231+50.5% | Added |
| Venture Visionary Partners LLC | 89,850 | $8.10M | 0.43% | −1,650−1.8% | Reduced |
| Swiss Life Asset Management Ltd | 89,747 | $8.10M | 0.10% | +6,664+8.0% | Added |
| Mutual of America Capital Management LLC | 89,770 | $8.09M | 0.09% | −229−0.3% | Reduced |
| TCW Group Inc | 89,564 | $8.08M | 0.09% | +18,807+26.6% | Added |
| Captrust Financial Advisors | 88,950 | $8.02M | 0.03% | +450+0.5% | Added |
| Twinbeech Capital LP | 88,229 | $7.96M | 0.13% | +88,229 | New |