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 |
|---|---|---|---|---|---|
| Schroder Investment Management Group | 1,063,632 | $99.4M | 0.12% | +34,210+3.3% | Added |
| Great West Life Assurance Co | 1,064,777 | $99.5M | 0.20% | +103,689+10.8% | Added |
| National Pension Service | 1,099,816 | $102.8M | 0.12% | +52,053+5.0% | Added |
| Asset Management One Co.,Ltd. | 1,101,843 | $103.0M | 0.40% | +17,256+1.6% | Added |
| Credit Suisse AG | 1,102,754 | $103.0M | 0.10% | +35,932+3.4% | Added |
| Nordea Investment Management AB | 1,118,333 | $104.1M | 0.12% | +523,656+88.1% | Added |
| Rhumbline Advisers | 1,119,085 | $104.6M | 0.10% | +34,323+3.2% | Added |
| APG Asset Management US Inc. | 1,152,867 | $106.1M | 0.61% | +186,000+19.2% | Added |
| Pictet Asset Management Holding SA | 1,138,225 | $106.4M | 0.12% | +89,862+8.6% | Added |
| Standard Life Aberdeen plc | 1,256,481 | $117.4M | 0.23% | +79,563+6.8% | Added |
| American Century Companies Inc | 1,275,511 | $119.2M | 0.07% | +225,640+21.5% | Added |
| Barclays PLC | 1,277,192 | $119.3M | 0.05% | −857,402−40.2% | Reduced |
| Aew Capital Management L P | 1,290,216 | $120.6M | 5.88% | +115,336+9.8% | Added |
| Alliancebernstein L.P. | 1,304,070 | $121.9M | 0.04% | +2260.0% | Added |
| Boston Partners | 1,314,479 | $122.8M | 0.15% | −357,809−21.4% | Reduced |
| Adelante Capital Management LLC | 1,314,732 | $122.8M | 8.09% | +17,239+1.3% | Added |
| Heitman Real Estate Securities LLC | 1,400,405 | $130.9M | 7.45% | +324,501+30.2% | Added |
| Janus Henderson Group PLC | 1,409,444 | $131.6M | 0.07% | −133,856−8.7% | Reduced |
| UBS Group AG | 1,511,712 | $141.3M | 0.05% | +439,429+41.0% | Added |
| Swiss National Bank | 1,657,600 | $154.9M | 0.11% | +35,500+2.2% | Added |
| Canada Pension Plan Investment Board | 1,695,406 | $158.4M | 0.17% | +127,400+8.1% | Added |
| Qube Research & Technologies Ltd | 1,731,275 | $161.8M | 0.29% | +1,280,657+284.2% | Added |
| HSBC Holdings PLC | 1,800,486 | $168.1M | 0.12% | +381,078+26.8% | Added |
| Voya Investment Management LLC | 1,968,922 | $183.8M | 0.18% | +139,964+7.7% | Added |
| Ameriprise Financial Inc | 2,060,810 | $189.5M | 0.05% | +21,940+1.1% | Added |
| Macquarie Group Ltd | 2,079,853 | $194.3M | 0.22% | +151,422+7.9% | Added |
| Marshall Wace, LLP | 2,169,345 | $202.7M | 0.34% | +1,896,321+694.6% | Added |
| PGGM Investments | 2,418,507 | $226.0M | 3.28% | −49,133−2.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,477,382 | $231.5M | 0.16% | +30,688+1.3% | Added |
| SEI Investments Co | 2,613,451 | $244.2M | 0.36% | +316,228+13.8% | Added |
| Prudential Financial Inc | 2,795,965 | $261.3M | 0.37% | +62,114+2.3% | Added |
| Cbre Clarion Securities LLC | 2,828,262 | $264.3M | 4.89% | −56,138−1.9% | Reduced |
| Amundi | 3,226,534 | $293.0M | 0.13% | +590,178+22.4% | Added |
| Zimmer Partners, LP | 3,316,750 | $309.9M | 6.74% | +3,316,750 | New |
| Goldman Sachs Group Inc | 3,459,702 | $323.3M | 0.07% | −841,269−19.6% | Reduced |
| Bank of New York Mellon Corp | 3,886,728 | $363.2M | 0.07% | −103,515−2.6% | Reduced |
| Russell Investments Group, Ltd. | 4,433,816 | $414.2M | 0.65% | +489,533+12.4% | Added |
| Nuveen Asset Management, LLC | 4,675,842 | $436.9M | 0.13% | +147,825+3.3% | Added |
| Deutsche Bank AG | 5,422,855 | $506.7M | 0.24% | +145,485+2.8% | Added |
| Northern Trust Corp | 5,428,943 | $507.3M | 0.09% | −60,133−1.1% | Reduced |
| Centersquare Investment Management LLC | 5,329,248 | $507.8M | 5.86% | +849,898+19.0% | Added |
| UBS Asset Management Americas Inc | 5,868,178 | $548.3M | 0.19% | +191,330+3.4% | Added |
| Charles Schwab Investment Management Inc | 6,008,519 | $561.4M | 0.13% | +141,552+2.4% | Added |
| Price T Rowe Associates Inc | 6,699,681 | $626.0M | 0.08% | −475,399−6.6% | Reduced |
| JPMorgan Chase & Co | 6,709,053 | $626.9M | 0.06% | +1,988,912+42.1% | Added |
| Resolution Capital Ltd | 6,856,369 | $640.7M | 11.46% | +838,029+13.9% | Added |
| Invesco Ltd. | 7,245,560 | $677.0M | 0.15% | −387,360−5.1% | Reduced |
| Morgan Stanley | 7,387,548 | $690.3M | 0.06% | +790,924+12.0% | Added |
| Legal & General Group Plc | 7,485,653 | $699.5M | 0.20% | +181,884+2.5% | Added |
| Dimensional Fund Advisors LP | 7,751,799 | $724.3M | 0.20% | +161,118+2.1% | Added |
| Daiwa Securities Group Inc. | 7,937,875 | $741.7M | 4.19% | −48,606−0.6% | Reduced |
| FMR LLC | 11,488,823 | $1.07B | 0.07% | −605,946−5.0% | Reduced |
| Principal Financial Group Inc | 12,458,625 | $1.16B | 0.68% | −553,875−4.3% | Reduced |
| Geode Capital Management, LLC | 13,781,004 | $1.29B | 0.12% | +590,344+4.5% | Added |
| Bank of America Corp | 16,203,034 | $1.51B | 0.15% | +1,302,579+8.7% | Added |
| Wellington Management Group LLP | 16,640,562 | $1.55B | 0.28% | +398,349+2.5% | Added |
| Norges Bank | 27,210,055 | $2.54B | 0.40% | +5,4510.0% | Added |
| Capital International Investors | 29,236,326 | $2.73B | 0.55% | +6,104,064+26.4% | Added |
| State Street Corp | 33,548,743 | $3.13B | 0.14% | −2,082,080−5.8% | Reduced |
| Cohen & Steers, Inc. | 39,533,128 | $3.69B | 7.73% | −1,313,080−3.2% | Reduced |
| BlackRock Inc. | 59,134,559 | $5.53B | 0.13% | +950,976+1.6% | Added |
| Vanguard Group Inc | 89,187,884 | $8.33B | 0.17% | +3,257,213+3.8% | Added |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Duff & Phelps Investment Management Co | 0 | $0 | 0.00% | −2,101,707−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −287,944−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −165,764−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −142,217−100.0% | Sold out |
| Pictet & Cie (Europe) SA | 0 | $0 | 0.00% | −78,156−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −67,289−100.0% | Sold out |
| South Dakota Investment Council | 0 | $0 | 0.00% | −57,289−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −48,148−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −22,257−100.0% | Sold out |
| Formula Growth Ltd | 0 | $0 | 0.00% | −21,619−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −19,742−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −15,117−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −14,705−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −12,953−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −12,305−100.0% | Sold out |
| FJ Investments, LLC | 0 | $0 | 0.00% | −10,877−100.0% | Sold out |
| JLP Asset Management, LLC | 0 | $0 | 0.00% | −10,400−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −10,147−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −10,250−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −8,352−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −7,797−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −6,179−100.0% | Sold out |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −6,095−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −5,113−100.0% | Sold out |
| Granite Bay Wealth Management, LLC | 0 | $0 | 0.00% | −4,740−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −4,474−100.0% | Sold out |
| BayBridge Capital Group, LLC | 0 | $0 | 0.00% | −3,982−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −3,956−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −3,738−100.0% | Sold out |
| Premier Path Wealth Partners, LLC | 0 | $0 | 0.00% | −3,694−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −3,167−100.0% | Sold out |
| Cascade Investment Advisors, Inc. | 0 | $0 | 0.00% | −2,815−100.0% | Sold out |
| Hartline Investment Corp | 0 | $0 | 0.00% | −2,782−100.0% | Sold out |
| IMPACTfolio, LLC | 0 | $0 | 0.00% | −2,749−100.0% | Sold out |
| iA Global Asset Management Inc. | 0 | $0 | 0.00% | −2,620−100.0% | Sold out |
| Weybosset Research & Management LLC | 0 | $0 | 0.00% | −2,600−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −2,477−100.0% | Sold out |