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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 88,107 | $7.94M | 0.10% | +65,999+298.5% | Added |
| Trust Co of Toledo NA | 87,217 | $7.86M | 1.35% | −390−0.4% | Reduced |
| Andra AP-fonden | 81,200 | $7.32M | 0.39% | +30,700+60.8% | Added |
| Central Trust Co | 81,155 | $7.32M | 0.19% | −2,274−2.7% | Reduced |
| Degroof Petercam Asset Management | 79,700 | $7.19M | 0.09% | +79,700 | New |
| Pictet & Cie (Europe) SA | 78,156 | $7.05M | 0.21% | +5,850+8.1% | Added |
| Public Employees Retirement Association of Colorado | 76,025 | $6.86M | 0.03% | −1,338−1.7% | Reduced |
| Transform Wealth, LLC | 74,790 | $6.74M | 0.66% | +74,790 | New |
| CIBC Asset Management Inc | 74,352 | $6.70M | 0.03% | +740+1.0% | Added |
| Rafferty Asset Management, LLC | 74,247 | $6.69M | 0.03% | +16,292+28.1% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 72,639 | $6.55M | 0.08% | −2,854−3.8% | Reduced |
| Xponance, Inc. | 71,224 | $6.42M | 0.08% | +4,944+7.5% | Added |
| Windle Wealth, LLC | 70,708 | $6.38M | 4.47% | −4,781−6.3% | Reduced |
| Lighthouse Investment Partners, LLC | 70,000 | $6.31M | 0.46% | +70,000 | New |
| M&T Bank Corp | 69,163 | $6.24M | 0.02% | +2,523+3.8% | Added |
| Cinctive Capital Management LP | 67,289 | $6.07M | 0.42% | +67,289 | New |
| HighTower Advisors, LLC | 66,897 | $6.04M | 0.01% | +2,566+4.0% | Added |
| Bank of Nova Scotia | 66,930 | $6.04M | 0.01% | +19,730+41.8% | Added |
| Renaissance Technologies LLC | 65,663 | $5.92M | 0.01% | +65,663 | New |
| Oregon Public Employees Retirement Fund | 65,650 | $5.92M | 0.10% | +25,496+63.5% | Added |
| Metis Global Partners, LLC | 64,562 | $5.82M | 0.23% | +6,201+10.6% | Added |
| Ci Investments Inc. | 64,014 | $5.77M | 0.03% | −1,005−1.5% | Reduced |
| Presima Inc. | 63,917 | $5.76M | 1.30% | −262,850−80.4% | Reduced |
| Truist Financial Corp | 63,764 | $5.75M | 0.01% | −1,448−2.2% | Reduced |
| Liberty Mutual Group Asset Management Inc. | 63,733 | $5.75M | 1.66% | +8,687+15.8% | Added |
| SG Americas Securities, LLC | 62,891 | $5.67M | 0.06% | +10,056+19.0% | Added |
| Pinnacle Associates Ltd | 61,590 | $5.55M | 0.09% | +767+1.3% | Added |
| Factory Mutual Insurance Co | 60,700 | $5.47M | 0.07% | 00.0% | Unchanged |
| Harbour Trust & Investment Management Co | 59,986 | $5.41M | 0.76% | +59,986 | New |
| British Columbia Investment Management Corp | 59,711 | $5.38M | 0.04% | +14,525+32.1% | Added |
| Impax Asset Management Group plc | 57,918 | $5.22M | 0.02% | +25,765+80.1% | Added |
| Alpine Global Management, LLC | 57,700 | $5.20M | 1.42% | +57,700 | New |
| South Dakota Investment Council | 57,289 | $5.17M | 0.11% | 00.0% | Unchanged |
| Capital Group Investment Management Pte. Ltd. | 57,121 | $5.15M | 0.54% | −80,600−58.5% | Reduced |
| Advisors Management Group Inc | 56,834 | $5.13M | 1.39% | −2,099−3.6% | Reduced |
| Alyeska Investment Group, L.P. | 56,205 | $5.07M | 0.03% | +56,205 | New |
| Azimuth Capital Investment Management LLC | 55,804 | $5.03M | 0.23% | −4,635−7.7% | Reduced |
| Pensionfund DSM Netherlands | 55,753 | $5.03M | 3.03% | 00.0% | Unchanged |
| Ethic Inc. | 54,787 | $4.94M | 0.15% | +27,861+103.5% | Added |
| ING Groep NV | 54,616 | $4.92M | 0.04% | −4,651−7.8% | Reduced |
| Carret Asset Management, LLC | 54,148 | $4.88M | 0.62% | −5,086−8.6% | Reduced |
| Fred Alger Management, LLC | 53,191 | $4.80M | 0.03% | +23,366+78.3% | Added |
| Garland Capital Management Inc | 52,221 | $4.71M | 3.31% | −3,432−6.2% | Reduced |
| Janney Montgomery Scott LLC | 51,631 | $4.66M | 0.02% | +196+0.4% | Added |
| Natixis | 50,851 | $4.59M | 0.03% | +18,437+56.9% | Added |
| Vestcor Inc | 50,239 | $4.53M | 0.15% | +17,936+55.5% | Added |
| Windward Capital Management Co | 49,792 | $4.49M | 0.39% | +338+0.7% | Added |
| QRG Capital Management, Inc. | 48,271 | $4.35M | 0.06% | −2,198−4.4% | Reduced |
| Cetera Advisor Networks LLC | 48,148 | $4.34M | 0.02% | +694+1.5% | Added |
| US Bancorp | 47,833 | $4.31M | 0.01% | +8,431+21.4% | Added |
| Callahan Advisors, LLC | 47,231 | $4.26M | 0.49% | −1,452−3.0% | Reduced |
| Peapack Gladstone Financial Corp | 46,589 | $4.20M | 0.07% | −1,147−2.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 45,883 | $4.14M | 0.01% | −9,608−17.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 45,543 | $4.11M | 0.00% | +1,551+3.5% | Added |
| Norinchukin Bank, The | 45,447 | $4.10M | 0.10% | +784+1.8% | Added |
| Elo Mutual Pension Insurance Co | 45,288 | $4.08M | 0.11% | +3,688+8.9% | Added |
| Gulf International Bank (UK) Ltd | 44,828 | $4.04M | 0.11% | −330−0.7% | Reduced |
| Kentucky Retirement Systems | 44,283 | $3.99M | 0.12% | +3,594+8.8% | Added |
| Advisors Asset Management, Inc. | 44,021 | $3.97M | 0.08% | −1,579−3.5% | Reduced |
| Magnetar Financial LLC | 42,515 | $3.83M | 0.10% | +42,515 | New |
| Teachers Retirement System of the State of Kentucky | 42,175 | $3.80M | 0.04% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 41,504 | $3.74M | 0.01% | +7,641+22.6% | Added |
| JustInvest LLC | 40,713 | $3.67M | 0.09% | +2,821+7.4% | Added |
| Fifth Third Bancorp | 40,690 | $3.67M | 0.02% | +349+0.9% | Added |
| Vident Advisory, LLC | 40,369 | $3.64M | 0.09% | +1,164+3.0% | Added |
| Prudential PLC | 39,639 | $3.57M | 0.04% | +1,646+4.3% | Added |
| Metropolitan Life Insurance Co | 39,473 | $3.56M | 0.17% | +2,081+5.6% | Added |
| Oppenheimer Asset Management Inc. | 39,045 | $3.52M | 0.05% | −1,272−3.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 38,985 | $3.52M | 0.04% | +1,371+3.6% | Added |
| DoubleLine ETF Adviser LP | 37,989 | $3.43M | 0.99% | +37,989 | New |
| Maryland State Retirement & Pension System | 37,946 | $3.42M | 0.07% | 00.0% | Unchanged |
| Hartford Investment Management Co | 37,251 | $3.36M | 0.13% | −4,791−11.4% | Reduced |
| KMG Fiduciary Partners, LLC | 37,190 | $3.35M | 0.39% | −140.0% | Reduced |
| Brown Advisory Inc | 36,826 | $3.32M | 0.00% | −2,380−6.1% | Reduced |
| D L Carlson Investment Group Inc | 35,374 | $3.32M | 0.67% | +35,374 | New |
| Pacer Advisors, Inc. | 36,597 | $3.30M | 0.01% | +4,901+15.5% | Added |
| O'Shaughnessy Asset Management, LLC | 36,303 | $3.27M | 0.04% | +2,990+9.0% | Added |
| Sarasin & Partners LLP | 35,992 | $3.25M | 0.04% | −15,903−30.6% | Reduced |
| Pathstone Holdings, LLC | 35,945 | $3.24M | 0.02% | +35,945 | New |
| Securian Asset Management, Inc | 34,987 | $3.15M | 0.09% | −2,237−6.0% | Reduced |
| Agf Management Ltd | 34,477 | $3.11M | 0.02% | +1,108+3.3% | Added |
| MML Investors Services, LLC | 34,246 | $3.09M | 0.01% | +3,382+11.0% | Added |
| Capital Group Private Client Services, Inc. | 33,934 | $3.06M | 0.03% | −1,377−3.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 33,709 | $3.04M | 0.01% | −1,943−5.4% | Reduced |
| Banque Cantonale Vaudoise | 33,693 | $3.04M | 0.13% | +20,230+150.3% | Added |
| Louisiana State Employees Retirement System | 33,500 | $3.02M | 0.06% | +1,400+4.4% | Added |
| Westover Capital Advisors, LLC | 33,439 | $3.02M | 0.98% | +2,277+7.3% | Added |
| CI Private Wealth, LLC | 33,188 | $2.99M | 0.01% | +1,025+3.2% | Added |
| Spinnaker Trust | 32,960 | $2.97M | 0.20% | −976−2.9% | Reduced |
| National Asset Management, Inc. | 32,641 | $2.94M | 0.08% | −1,798−5.2% | Reduced |
| Rockefeller Capital Management L.P. | 32,268 | $2.91M | 0.01% | −10,727−24.9% | Reduced |
| Blair William & Co | 31,004 | $2.80M | 0.01% | +918+3.1% | Added |
| KBC Group NV | 30,911 | $2.79M | 0.01% | −1,723−5.3% | Reduced |
| Commerce Bank | 30,760 | $2.77M | 0.02% | +4,003+15.0% | Added |
| Rainey & Randall Investment Management Inc. | 30,495 | $2.75M | 0.70% | +180+0.6% | Added |
| Kinneret Advisory, LLC | 30,394 | $2.74M | 0.30% | −193−0.6% | Reduced |
| Summit Place Financial Advisors, LLC | 30,174 | $2.72M | 1.78% | +616+2.1% | Added |
| Spirit of America Management Corp | 29,975 | $2.70M | 0.59% | +5,650+23.2% | Added |
| Varma Mutual Pension Insurance Co | 29,600 | $2.67M | 0.03% | +29,600 | New |
| Naviter Wealth, LLC | 29,451 | $2.66M | 0.53% | +4,585+18.4% | Added |