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, Q1 2024
Institutional positions in Welltower Inc. as of Mar 31, 2024. 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
- 963
- +36 vs. Q4 2023
- Shares held
- 563.4M
- +24.9M (+4.6%) vs. Q4 2023
- Total value
- $52.6B
- +$4.08B (+8.4%) vs. Q4 2023
- New holders
- 97
- 393 more added
- Sold out
- 61
- 314 more reduced
8 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 89,187,884 | $8.33B | 0.17% | +3,257,213+3.8% | Added |
| BlackRock Inc. | 59,134,559 | $5.53B | 0.13% | +950,976+1.6% | Added |
| Cohen & Steers, Inc. | 39,533,128 | $3.69B | 7.73% | −1,313,080−3.2% | Reduced |
| State Street Corp | 33,548,743 | $3.13B | 0.14% | −2,082,080−5.8% | Reduced |
| Capital International Investors | 29,236,326 | $2.73B | 0.55% | +6,104,064+26.4% | Added |
| Norges Bank | 27,210,055 | $2.54B | 0.40% | +5,4510.0% | Added |
| Wellington Management Group LLP | 16,640,562 | $1.55B | 0.28% | +398,349+2.5% | Added |
| Bank of America Corp | 16,203,034 | $1.51B | 0.15% | +1,302,579+8.7% | Added |
| Geode Capital Management, LLC | 13,781,004 | $1.29B | 0.12% | +590,344+4.5% | Added |
| Principal Financial Group Inc | 12,458,625 | $1.16B | 0.68% | −553,875−4.3% | Reduced |
| FMR LLC | 11,488,823 | $1.07B | 0.07% | −605,946−5.0% | Reduced |
| Daiwa Securities Group Inc. | 7,937,875 | $741.7M | 4.19% | −48,606−0.6% | Reduced |
| Dimensional Fund Advisors LP | 7,751,799 | $724.3M | 0.20% | +161,118+2.1% | Added |
| Legal & General Group Plc | 7,485,653 | $699.5M | 0.20% | +181,884+2.5% | Added |
| Morgan Stanley | 7,387,548 | $690.3M | 0.06% | +790,924+12.0% | Added |
| Invesco Ltd. | 7,245,560 | $677.0M | 0.15% | −387,360−5.1% | Reduced |
| Resolution Capital Ltd | 6,856,369 | $640.7M | 11.46% | +838,029+13.9% | Added |
| JPMorgan Chase & Co | 6,709,053 | $626.9M | 0.06% | +1,988,912+42.1% | Added |
| Price T Rowe Associates Inc | 6,699,681 | $626.0M | 0.08% | −475,399−6.6% | Reduced |
| Charles Schwab Investment Management Inc | 6,008,519 | $561.4M | 0.13% | +141,552+2.4% | Added |
| UBS Asset Management Americas Inc | 5,868,178 | $548.3M | 0.19% | +191,330+3.4% | Added |
| Centersquare Investment Management LLC | 5,329,248 | $507.8M | 5.86% | +849,898+19.0% | Added |
| Northern Trust Corp | 5,428,943 | $507.3M | 0.09% | −60,133−1.1% | Reduced |
| Deutsche Bank AG | 5,422,855 | $506.7M | 0.24% | +145,485+2.8% | Added |
| Nuveen Asset Management, LLC | 4,675,842 | $436.9M | 0.13% | +147,825+3.3% | Added |
| Russell Investments Group, Ltd. | 4,433,816 | $414.2M | 0.65% | +489,533+12.4% | Added |
| Bank of New York Mellon Corp | 3,886,728 | $363.2M | 0.07% | −103,515−2.6% | Reduced |
| Goldman Sachs Group Inc | 3,459,702 | $323.3M | 0.07% | −841,269−19.6% | Reduced |
| Zimmer Partners, LP | 3,316,750 | $309.9M | 6.74% | +3,316,750 | New |
| Amundi | 3,226,534 | $293.0M | 0.13% | +590,178+22.4% | Added |
| Cbre Clarion Securities LLC | 2,828,262 | $264.3M | 4.89% | −56,138−1.9% | Reduced |
| Prudential Financial Inc | 2,795,965 | $261.3M | 0.37% | +62,114+2.3% | Added |
| SEI Investments Co | 2,613,451 | $244.2M | 0.36% | +316,228+13.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,477,382 | $231.5M | 0.16% | +30,688+1.3% | Added |
| PGGM Investments | 2,418,507 | $226.0M | 3.28% | −49,133−2.0% | Reduced |
| Marshall Wace, LLP | 2,169,345 | $202.7M | 0.34% | +1,896,321+694.6% | Added |
| Macquarie Group Ltd | 2,079,853 | $194.3M | 0.22% | +151,422+7.9% | Added |
| Ameriprise Financial Inc | 2,060,810 | $189.5M | 0.05% | +21,940+1.1% | Added |
| Voya Investment Management LLC | 1,968,922 | $183.8M | 0.18% | +139,964+7.7% | Added |
| HSBC Holdings PLC | 1,800,486 | $168.1M | 0.12% | +381,078+26.8% | Added |
| Qube Research & Technologies Ltd | 1,731,275 | $161.8M | 0.29% | +1,280,657+284.2% | Added |
| Canada Pension Plan Investment Board | 1,695,406 | $158.4M | 0.17% | +127,400+8.1% | Added |
| Swiss National Bank | 1,657,600 | $154.9M | 0.11% | +35,500+2.2% | Added |
| UBS Group AG | 1,511,712 | $141.3M | 0.05% | +439,429+41.0% | Added |
| Janus Henderson Group PLC | 1,409,444 | $131.6M | 0.07% | −133,856−8.7% | Reduced |
| Heitman Real Estate Securities LLC | 1,400,405 | $130.9M | 7.45% | +324,501+30.2% | Added |
| Adelante Capital Management LLC | 1,314,732 | $122.8M | 8.09% | +17,239+1.3% | Added |
| Boston Partners | 1,314,479 | $122.8M | 0.15% | −357,809−21.4% | Reduced |
| Alliancebernstein L.P. | 1,304,070 | $121.9M | 0.04% | +2260.0% | Added |
| Aew Capital Management L P | 1,290,216 | $120.6M | 5.88% | +115,336+9.8% | Added |
| Barclays PLC | 1,277,192 | $119.3M | 0.05% | −857,402−40.2% | Reduced |
| American Century Companies Inc | 1,275,511 | $119.2M | 0.07% | +225,640+21.5% | Added |
| Standard Life Aberdeen plc | 1,256,481 | $117.4M | 0.23% | +79,563+6.8% | Added |
| Pictet Asset Management Holding SA | 1,138,225 | $106.4M | 0.12% | +89,862+8.6% | Added |
| APG Asset Management US Inc. | 1,152,867 | $106.1M | 0.61% | +186,000+19.2% | Added |
| Rhumbline Advisers | 1,119,085 | $104.6M | 0.10% | +34,323+3.2% | Added |
| Nordea Investment Management AB | 1,118,333 | $104.1M | 0.12% | +523,656+88.1% | Added |
| Credit Suisse AG | 1,102,754 | $103.0M | 0.10% | +35,932+3.4% | Added |
| Asset Management One Co.,Ltd. | 1,101,843 | $103.0M | 0.40% | +17,256+1.6% | Added |
| National Pension Service | 1,099,816 | $102.8M | 0.12% | +52,053+5.0% | Added |
| Great West Life Assurance Co | 1,064,777 | $99.5M | 0.20% | +103,689+10.8% | Added |
| Schroder Investment Management Group | 1,063,632 | $99.4M | 0.12% | +34,210+3.3% | Added |
| Public Employees Retirement System of Ohio | 1,030,388 | $96.3M | 0.38% | +10,592+1.0% | Added |
| BNP Paribas Arbitrage, SA | 1,024,685 | $95.7M | 0.12% | +484,888+89.8% | Added |
| D. E. Shaw & Co., Inc. | 996,515 | $93.1M | 0.12% | +416,369+71.8% | Added |
| STRS Ohio | 985,979 | $92.1M | 0.37% | +463,061+88.6% | Added |
| California Public Employees Retirement System | 981,591 | $91.7M | 0.06% | +4,229+0.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 980,082 | $91.6M | 0.13% | +115,362+13.3% | Added |
| Wells Fargo & Company | 963,447 | $90.0M | 0.02% | +61,169+6.8% | Added |
| Millennium Management LLC | 932,729 | $87.2M | 0.07% | +715,524+329.4% | Added |
| California State Teachers Retirement System | 858,253 | $80.2M | 0.10% | +45,321+5.6% | Added |
| Allianz Asset Management GmbH | 845,616 | $79.0M | 0.13% | +478,012+130.0% | Added |
| Adage Capital Partners GP, L.L.C. | 822,906 | $76.9M | 0.15% | +240,300+41.2% | Added |
| Nomura Asset Management Co Ltd | 808,457 | $75.5M | 0.27% | +37,254+4.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 783,220 | $73.2M | 0.19% | −99,120−11.2% | Reduced |
| Royal Bank of Canada | 723,799 | $67.6M | 0.02% | −39,670−5.2% | Reduced |
| Swedbank AB | 716,018 | $66.9M | 0.09% | +522+0.1% | Added |
| Lasalle Investment Management Securities LLC | 706,395 | $66.0M | 2.72% | +2,107+0.3% | Added |
| Bamco Inc | 675,363 | $63.1M | 0.17% | −9,152−1.3% | Reduced |
| Bank of Montreal | 672,177 | $62.8M | 0.03% | +87,133+14.9% | Added |
| State of New Jersey Common Pension Fund D | 668,036 | $62.4M | 0.19% | +18,549+2.9% | Added |
| Neuberger Berman Group LLC | 641,474 | $59.9M | 0.05% | −88,641−12.1% | Reduced |
| Citigroup Inc | 583,455 | $54.5M | 0.06% | +134,144+29.9% | Added |
| Border to Coast Pensions Partnership Ltd | 551,589 | $51.5M | 1.15% | 00.0% | Unchanged |
| Korea Investment CORP | 492,966 | $46.1M | 0.12% | −41,380−7.7% | Reduced |
| AXA S.A. | 484,869 | $45.3M | 0.14% | +8,762+1.8% | Added |
| Envestnet Asset Management Inc | 482,400 | $45.1M | 0.02% | +43,930+10.0% | Added |
| New York State Teachers Retirement System | 457,054 | $42.7M | 0.09% | −11,473−2.4% | Reduced |
| Uniplan Investment Counsel, Inc. | 453,967 | $42.4M | 3.33% | −16,557−3.5% | Reduced |
| Citadel Advisors LLC | 451,550 | $42.2M | 0.04% | −421,912−48.3% | Reduced |
| CORDA Investment Management, LLC. | 440,413 | $41.2M | 3.27% | −24,384−5.2% | Reduced |
| Raymond James & Associates | 438,662 | $41.0M | 0.03% | +105,553+31.7% | Added |
| Manufacturers Life Insurance Company, The | 427,316 | $39.9M | 0.04% | −70,729−14.2% | Reduced |
| Renaissance Technologies LLC | 419,663 | $39.2M | 0.06% | +354,000+539.1% | Added |
| Retirement Systems of Alabama | 409,806 | $38.3M | 0.15% | +1800.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 411,339 | $38.2M | 0.09% | −121,248−22.8% | Reduced |
| State Board of Administration of Florida Retirement System | 528,688 | $37.9M | 0.09% | −17,925−3.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 394,638 | $36.9M | 0.08% | +28,080+7.7% | Added |
| Brookfield Asset Management Inc. | 387,831 | $36.2M | 0.21% | +157,480+68.4% | Added |
| Franklin Resources Inc | 385,021 | $36.0M | 0.01% | +60,892+18.8% | Added |