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 |
|---|---|---|---|---|---|
| APG Asset Management N.V. | 21,017 | $1.82M | 0.00% | +900+4.5% | Added |
| Agf Management Ltd | 19,609 | $1.83M | 0.01% | −14,868−43.1% | Reduced |
| Engineers Gate Manager LP | 19,688 | $1.84M | 0.05% | −4,043−17.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 19,688 | $1.84M | 0.08% | +2,520+14.7% | Added |
| MAI Capital Management | 19,868 | $1.86M | 0.02% | −145−0.7% | Reduced |
| Capital Investment Advisors, LLC | 19,922 | $1.86M | 0.04% | +362+1.9% | Added |
| FJ Capital Management LLC | 19,946 | $1.86M | 0.19% | +2,193+12.4% | Added |
| Forte Capital LLC | 20,229 | $1.89M | 0.23% | +85+0.4% | Added |
| Proquility Private Wealth Partners, LLC | 20,263 | $1.89M | 0.65% | +1,072+5.6% | Added |
| Sheaff Brock Investment Advisors, LLC | 20,739 | $1.94M | 0.15% | −303−1.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 20,869 | $1.95M | 0.01% | +888+4.4% | Added |
| Meiji Yasuda Life Insurance Co | 20,888 | $1.95M | 0.04% | +5,990+40.2% | Added |
| Kestra Private Wealth Services, LLC | 20,894 | $1.95M | 0.04% | +20,894 | New |
| Lockheed Martin Investment Management Co | 22,953 | $1.99M | 0.14% | −6,900−23.1% | Reduced |
| Toroso Investments, LLC | 21,326 | $1.99M | 0.03% | +8,082+61.0% | Added |
| United Capital Financial Advisers, LLC | 21,704 | $2.03M | 0.02% | −1,095−4.8% | Reduced |
| Private Advisor Group, LLC | 22,043 | $2.06M | 0.01% | −2,661−10.8% | Reduced |
| E. Ohman J:or Asset Management AB | 22,204 | $2.07M | 0.05% | +1,500+7.2% | Added |
| Intech Investment Management LLC | 22,294 | $2.08M | 0.03% | +13,300+147.9% | Added |
| Moran Wealth Management, LLC | 22,598 | $2.11M | 0.07% | +3,421+17.8% | Added |
| Dean Investment Associates, LLC | 22,678 | $2.12M | 0.29% | +106+0.5% | Added |
| Pinebridge Investments, L.P. | 22,888 | $2.14M | 0.02% | +22,888 | New |
| Winton Group Ltd | 22,953 | $2.14M | 0.15% | +22,953 | New |
| Alpine Global Management, LLC | 23,500 | $2.20M | 0.43% | −34,200−59.3% | Reduced |
| Old North State Wealth Management, LLC | 23,485 | $2.20M | 1.43% | +325+1.4% | Added |
| Swiss Life Asset Management Ltd | 23,585 | $2.20M | 0.03% | −66,162−73.7% | Reduced |
| Avitas Wealth Management LLC | 23,755 | $2.22M | 0.34% | +281+1.2% | Added |
| Nicola Wealth Management Ltd. | 17,695 | $2.24M | 0.22% | +4,500+34.1% | Added |
| Raymond James Trust N.A. | 24,154 | $2.26M | 0.05% | +828+3.5% | Added |
| Gamco Investors, Inc. Et Al | 24,250 | $2.27M | 0.02% | +15,000+162.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 24,384 | $2.28M | 0.04% | −2,372−8.9% | Reduced |
| Commerce Bank | 24,828 | $2.32M | 0.02% | −5,932−19.3% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 25,500 | $2.38M | 0.03% | 00.0% | Unchanged |
| Lincluden Management Ltd | 25,579 | $2.39M | 0.28% | −1,792−6.5% | Reduced |
| Centiva Capital, LP | 25,587 | $2.39M | 0.13% | +25,587 | New |
| Boston Family Office LLC | 25,594 | $2.39M | 0.17% | −917−3.5% | Reduced |
| Erste Asset Management GmbH | 26,100 | $2.42M | 0.03% | +9,000+52.6% | Added |
| Ossiam | 26,226 | $2.45M | 0.04% | +10,789+69.9% | Added |
| Appleton Partners Inc | 26,319 | $2.46M | 0.19% | +1,365+5.5% | Added |
| Romano Brothers and Company | 26,503 | $2.48M | 0.34% | −402−1.5% | Reduced |
| Crossmark Global Holdings, Inc. | 26,684 | $2.49M | 0.05% | −299−1.1% | Reduced |
| Quantinno Capital Management LP | 27,057 | $2.53M | 0.05% | +2,281+9.2% | Added |
| Oppenheimer & Co Inc | 27,290 | $2.55M | 0.04% | +781+2.9% | Added |
| Atria Investments LLC | 27,371 | $2.56M | 0.04% | +4,444+19.4% | Added |
| New Mexico Educational Retirement Board | 27,848 | $2.60M | 0.09% | +2,000+7.7% | Added |
| Tower Research Capital LLC (TRC) | 28,776 | $2.69M | 0.06% | −59,331−67.3% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 29,392 | $2.75M | 0.29% | +137+0.5% | Added |
| Blair William & Co | 29,576 | $2.76M | 0.01% | −1,428−4.6% | Reduced |
| Gotham Asset Management, LLC | 29,732 | $2.78M | 0.04% | +15,057+102.6% | Added |
| Summit Place Financial Advisors, LLC | 30,124 | $2.81M | 1.65% | −50−0.2% | Reduced |
| National Asset Management, Inc. | 34,439 | $2.82M | 0.08% | +1,798+5.5% | Added |
| Kinneret Advisory, LLC | 30,300 | $2.83M | 0.28% | −94−0.3% | Reduced |
| Rainey & Randall Investment Management Inc. | 30,466 | $2.85M | 0.67% | −29−0.1% | Reduced |
| Merit Financial Group, LLC | 29,823 | $2.86M | 0.07% | +26,262+737.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 31,197 | $2.92M | 0.07% | +14,135+82.8% | Added |
| Louisiana State Employees Retirement System | 32,200 | $3.01M | 0.06% | −1,300−3.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 32,286 | $3.02M | 0.01% | −1,423−4.2% | Reduced |
| Westover Capital Advisors, LLC | 32,357 | $3.02M | 0.88% | −1,082−3.2% | Reduced |
| Perpetual Ltd | 32,444 | $3.03M | 0.03% | +11,830+57.4% | Added |
| Securian Asset Management, Inc | 32,598 | $3.05M | 0.09% | −2,389−6.8% | Reduced |
| Naviter Wealth, LLC | 32,822 | $3.07M | 0.50% | +3,371+11.4% | Added |
| Spinnaker Trust | 32,987 | $3.08M | 0.20% | +27+0.1% | Added |
| Kornitzer Capital Management Inc | 33,090 | $3.09M | 0.06% | +7,900+31.4% | Added |
| Pensionfund Sabic | 33,259 | $3.11M | 0.92% | +8,000+31.7% | Added |
| Jefferies Financial Group Inc. | 33,599 | $3.14M | 0.06% | +22,508+202.9% | Added |
| Spirit of America Management Corp | 33,875 | $3.17M | 0.64% | +3,900+13.0% | Added |
| CI Private Wealth, LLC | 34,656 | $3.24M | 0.01% | +1,468+4.4% | Added |
| MML Investors Services, LLC | 34,709 | $3.24M | 0.01% | +463+1.4% | Added |
| KBC Group NV | 34,740 | $3.25M | 0.01% | +3,829+12.4% | Added |
| D L Carlson Investment Group Inc | 35,174 | $3.29M | 0.64% | −200−0.6% | Reduced |
| Hartford Investment Management Co | 35,781 | $3.34M | 0.12% | −1,470−3.9% | Reduced |
| Sarasin & Partners LLP | 35,992 | $3.36M | 0.03% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 36,095 | $3.37M | 0.04% | −2,890−7.4% | Reduced |
| Oppenheimer Asset Management Inc. | 36,350 | $3.40M | 0.05% | −2,695−6.9% | Reduced |
| Brown Advisory Inc | 36,534 | $3.41M | 0.00% | −292−0.8% | Reduced |
| Maryland State Retirement & Pension System | 37,946 | $3.41M | 0.07% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 36,700 | $3.43M | 0.36% | −490−1.3% | Reduced |
| Kempen Capital Management N.V. | 36,781 | $3.44M | 0.04% | +7,481+25.5% | Added |
| Pacer Advisors, Inc. | 37,602 | $3.51M | 0.01% | +1,005+2.7% | Added |
| Advisors Asset Management, Inc. | 37,717 | $3.52M | 0.07% | −6,304−14.3% | Reduced |
| Wealthfront Advisers LLC | 39,085 | $3.65M | 0.01% | −2,419−5.8% | Reduced |
| Metropolitan Life Insurance Co | 39,413 | $3.68M | 0.16% | −60−0.2% | Reduced |
| 1832 Asset Management L.P. | 39,900 | $3.73M | 0.01% | +31,300+364.0% | Added |
| Fred Alger Management, LLC | 40,257 | $3.76M | 0.02% | −12,934−24.3% | Reduced |
| Tudor Investment Corp Et Al | 40,679 | $3.80M | 0.05% | +40,679 | New |
| Northwestern Mutual Wealth Management Co | 40,832 | $3.82M | 0.00% | −4,711−10.3% | Reduced |
| Capital Group Private Client Services, Inc. | 41,519 | $3.88M | 0.04% | +7,585+22.4% | Added |
| O'Shaughnessy Asset Management, LLC | 41,773 | $3.90M | 0.04% | +5,470+15.1% | Added |
| Kentucky Retirement Systems | 42,032 | $3.93M | 0.12% | −2,251−5.1% | Reduced |
| Fifth Third Bancorp | 42,093 | $3.93M | 0.02% | +1,403+3.4% | Added |
| DoubleLine ETF Adviser LP | 42,210 | $3.94M | 1.00% | +4,221+11.1% | Added |
| Verition Fund Management LLC | 42,450 | $3.97M | 0.04% | +32,440+324.1% | Added |
| Ensign Peak Advisors, Inc | 43,095 | $4.03M | 0.01% | +18,055+72.1% | Added |
| Pathstone Holdings, LLC | 43,393 | $4.05M | 0.02% | +7,448+20.7% | Added |
| US Bancorp | 44,755 | $4.18M | 0.01% | −3,078−6.4% | Reduced |
| Norinchukin Bank, The | 44,919 | $4.20M | 0.13% | −528−1.2% | Reduced |
| Credit Agricole S A | 47,200 | $4.29M | 0.07% | +18,387+63.8% | Added |
| JustInvest LLC | 45,877 | $4.29M | 0.09% | +5,164+12.7% | Added |
| Callahan Advisors, LLC | 45,982 | $4.30M | 0.45% | −1,249−2.6% | Reduced |
| Peapack Gladstone Financial Corp | 46,364 | $4.33M | 0.07% | −225−0.5% | Reduced |