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 |
|---|---|---|---|---|---|
| Kempen Capital Management N.V. | 29,300 | $2.64M | 0.04% | +29,300 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 29,255 | $2.64M | 0.31% | +443+1.5% | Added |
| Credit Agricole S A | 28,813 | $2.60M | 0.05% | +10,787+59.8% | Added |
| Lockheed Martin Investment Management Co | 29,853 | $2.52M | 0.18% | −8,200−21.5% | Reduced |
| Lincluden Management Ltd | 27,371 | $2.47M | 0.30% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 26,983 | $2.43M | 0.05% | +375+1.4% | Added |
| Romano Brothers and Company | 26,905 | $2.43M | 0.36% | +214+0.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 26,756 | $2.41M | 0.05% | −47,086−63.8% | Reduced |
| Oppenheimer & Co Inc | 26,509 | $2.39M | 0.04% | +2,158+8.9% | Added |
| Boston Family Office LLC | 26,511 | $2.39M | 0.18% | −1,005−3.7% | Reduced |
| Mercer Global Advisors Inc | 26,074 | $2.35M | 0.01% | −1,868−6.7% | Reduced |
| New Mexico Educational Retirement Board | 25,848 | $2.33M | 0.09% | 00.0% | Unchanged |
| Ilmarinen Mutual Pension Insurance Co | 25,500 | $2.30M | 0.03% | −11,000−30.1% | Reduced |
| Pensionfund Sabic | 25,259 | $2.28M | 0.72% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 25,190 | $2.27M | 0.04% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 25,040 | $2.26M | 0.00% | +9,515+61.3% | Added |
| Appleton Partners Inc | 24,954 | $2.25M | 0.18% | +720+3.0% | Added |
| Quantinno Capital Management LP | 24,776 | $2.23M | 0.08% | +4,819+24.1% | Added |
| Private Advisor Group, LLC | 24,704 | $2.23M | 0.02% | −463−1.8% | Reduced |
| Shell Asset Management Co | 24,670 | $2.22M | 0.10% | −6,299−20.3% | Reduced |
| Engineers Gate Manager LP | 23,731 | $2.14M | 0.06% | +23,731 | New |
| Avitas Wealth Management LLC | 23,474 | $2.12M | 0.35% | +760+3.3% | Added |
| Raymond James Trust N.A. | 23,326 | $2.10M | 0.06% | −725−3.0% | Reduced |
| Old North State Wealth Management, LLC | 23,160 | $2.09M | 1.54% | +549+2.4% | Added |
| Atria Investments LLC | 22,927 | $2.07M | 0.03% | +5,857+34.3% | Added |
| United Capital Financial Advisers, LLC | 22,799 | $2.06M | 0.02% | +4,078+21.8% | Added |
| Dean Investment Associates, LLC | 22,572 | $2.04M | 0.29% | −679−2.9% | Reduced |
| Walleye Trading LLC | 22,257 | $2.01M | 0.03% | +22,257 | New |
| Beacon Pointe Advisors, LLC | 22,170 | $2.00M | 0.02% | +402+1.8% | Added |
| Formula Growth Ltd | 21,619 | $1.95M | 0.62% | +3,600+20.0% | Added |
| Sheaff Brock Investment Advisors, LLC | 21,042 | $1.90M | 0.17% | −51−0.2% | Reduced |
| E. Ohman J:or Asset Management AB | 20,704 | $1.87M | 0.07% | −2,200−9.6% | Reduced |
| Perpetual Ltd | 20,614 | $1.86M | 0.02% | +7,030+51.8% | Added |
| Forte Capital LLC | 20,144 | $1.82M | 0.25% | −447−2.2% | Reduced |
| Groupama Asset Managment | 20,030 | $1.81M | 0.05% | +20,030 | New |
| MAI Capital Management | 20,013 | $1.80M | 0.02% | −273−1.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 19,981 | $1.80M | 0.01% | +5,288+36.0% | Added |
| Cetera Advisors LLC | 19,742 | $1.78M | 0.02% | +14+0.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 19,718 | $1.78M | 0.12% | +1,552+8.5% | Added |
| Capital Investment Advisors, LLC | 19,560 | $1.76M | 0.04% | +84+0.4% | Added |
| Atria Wealth Solutions, Inc. | 19,235 | $1.73M | 0.02% | +776+4.2% | Added |
| Proquility Private Wealth Partners, LLC | 19,191 | $1.73M | 0.66% | +19,191 | New |
| Moran Wealth Management, LLC | 19,177 | $1.73M | 0.06% | +19,177 | New |
| Sumitomo Life Insurance Co | 19,114 | $1.72M | 0.05% | −973−4.8% | Reduced |
| GYL Financial Synergies, LLC | 18,723 | $1.69M | 0.14% | −666−3.4% | Reduced |
| APG Asset Management N.V. | 20,117 | $1.64M | 0.00% | −21,133−51.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 18,105 | $1.63M | 0.02% | +1,710+10.4% | Added |
| FJ Capital Management LLC | 17,753 | $1.60M | 0.16% | +9,913+126.4% | Added |
| Everence Capital Management Inc | 17,680 | $1.59M | 0.11% | +4,140+30.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 17,519 | $1.58M | 0.04% | +1,145+7.0% | Added |
| Nicola Wealth Management Ltd. | 13,195 | $1.57M | 0.17% | −4,800−26.7% | Reduced |
| Liberty Capital Management, Inc. | 17,425 | $1.57M | 0.41% | 00.0% | Unchanged |
| Ieq Capital, LLC | 17,316 | $1.56M | 0.03% | +2,006+13.1% | Added |
| Erste Asset Management GmbH | 17,100 | $1.56M | 0.02% | +14,600+584.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 17,168 | $1.55M | 0.07% | −137,367−88.9% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 17,062 | $1.54M | 0.03% | −13,349−43.9% | Reduced |
| D.A. Davidson & Co. | 16,785 | $1.51M | 0.01% | +47+0.3% | Added |
| Edgemoor Investment Advisors, Inc. | 16,500 | $1.49M | 0.16% | 00.0% | Unchanged |
| Stevens Capital Management LP | 16,171 | $1.46M | 0.36% | +16,171 | New |
| O'Rourke & Company, Inc | 16,107 | $1.45M | 0.94% | +443+2.8% | Added |
| RDA Financial Network | 16,024 | $1.44M | 0.55% | +3,013+23.2% | Added |
| Old Second National Bank of Aurora | 15,581 | $1.40M | 0.39% | +161+1.0% | Added |
| Assenagon Asset Management S.A. | 15,539 | $1.40M | 0.00% | +465+3.1% | Added |
| Ossiam | 15,437 | $1.39M | 0.02% | −4,000−20.6% | Reduced |
| Brookstone Capital Management | 15,387 | $1.39M | 0.03% | +371+2.5% | Added |
| UBS Oconnor LLC | 15,117 | $1.36M | 0.04% | −53,366−77.9% | Reduced |
| Vontobel Holding Ltd. | 15,115 | $1.36M | 0.01% | −4,429−22.7% | Reduced |
| Dean Capital Management | 15,042 | $1.36M | 0.84% | +1,244+9.0% | Added |
| Bard Associates Inc | 15,020 | $1.35M | 0.51% | −495−3.2% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 14,992 | $1.35M | 0.98% | −100−0.7% | Reduced |
| Meiji Yasuda Life Insurance Co | 14,898 | $1.34M | 0.03% | +3,500+30.7% | Added |
| United Services Automobile Association | 14,869 | $1.34M | 0.03% | +951+6.8% | Added |
| GTS Securities LLC | 14,740 | $1.33M | 0.03% | +7,235+96.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 14,705 | $1.33M | 0.12% | +14,705 | New |
| Gotham Asset Management, LLC | 14,675 | $1.32M | 0.02% | −12,838−46.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 14,517 | $1.31M | 0.00% | +14,517 | New |
| Colony Group, LLC | 14,509 | $1.31M | 0.02% | +14,509 | New |
| NTV Asset Management LLC | 14,469 | $1.30M | 0.22% | 00.0% | Unchanged |
| American Financial Advisors, LLC | 14,407 | $1.30M | 0.19% | −1,362−8.6% | Reduced |
| ProVise Management Group, LLC | 14,298 | $1.29M | 0.11% | −250−1.7% | Reduced |
| V-Square Quantitative Management LLC | 14,147 | $1.28M | 0.30% | +7,266+105.6% | Added |
| Brinker Capital Investments, LLC | 13,798 | $1.24M | 0.01% | +861+6.7% | Added |
| Orion Portfolio Solutions, LLC | 13,798 | $1.24M | 0.01% | +861+6.7% | Added |
| Advance Capital Management, Inc. | 13,591 | $1.23M | 0.10% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 13,328 | $1.20M | 0.07% | −602−4.3% | Reduced |
| Toroso Investments, LLC | 13,244 | $1.19M | 0.03% | +228+1.8% | Added |
| Cetera Investment Advisers | 13,096 | $1.18M | 0.01% | +21+0.2% | Added |
| AIA Group Ltd | 13,000 | $1.17M | 0.05% | −100−0.8% | Reduced |
| CWM, LLC | 12,987 | $1.17M | 0.01% | +292+2.3% | Added |
| Parallax Volatility Advisers, L.P. | 12,953 | $1.17M | 0.03% | +9,633+290.2% | Added |
| Veriti Management LLC | 12,807 | $1.15M | 0.10% | +2,044+19.0% | Added |
| Wambolt & Associates, LLC | 12,702 | $1.15M | 0.37% | +800+6.7% | Added |
| Tokio Marine Asset Management Co Ltd | 12,436 | $1.12M | 0.06% | +680+5.8% | Added |
| Garrison Bradford & Associates Inc | 12,380 | $1.12M | 1.23% | 00.0% | Unchanged |
| GEM Realty Capital | 12,314 | $1.11M | 0.18% | +12,314 | New |
| Simplex Trading, LLC | 12,305 | $1.11M | 0.03% | +12,305 | New |
| Investment Management Corp of Ontario | 12,116 | $1.09M | 0.03% | −78,984−86.7% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 12,076 | $1.09M | 0.45% | +96+0.8% | Added |
| Sandy Spring Bank | 12,004 | $1.08M | 0.05% | +1,240+11.5% | Added |
| Boothbay Fund Management, LLC | 11,999 | $1.08M | 0.04% | +11,999 | New |