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 |
|---|---|---|---|---|---|
| Oregon Public Employees Retirement Fund | 47,350 | $4.42M | 0.09% | −18,300−27.9% | Reduced |
| Windward Capital Management Co | 49,133 | $4.59M | 0.38% | −659−1.3% | Reduced |
| Impax Asset Management Group plc | 50,423 | $4.71M | 0.02% | −7,495−12.9% | Reduced |
| Elo Mutual Pension Insurance Co | 50,490 | $4.72M | 0.11% | +5,202+11.5% | Added |
| Gulf International Bank (UK) Ltd | 50,657 | $4.73M | 0.12% | +5,829+13.0% | Added |
| Carret Asset Management, LLC | 51,821 | $4.84M | 0.57% | −2,327−4.3% | Reduced |
| Garland Capital Management Inc | 51,841 | $4.84M | 3.21% | −380−0.7% | Reduced |
| QRG Capital Management, Inc. | 52,786 | $4.93M | 0.06% | +4,515+9.4% | Added |
| Two Sigma Investments, LP | 53,302 | $4.98M | 0.01% | +53,302 | New |
| Allspring Global Investments Holdings, LLC | 53,732 | $5.02M | 0.01% | +7,849+17.1% | Added |
| Rockefeller Capital Management L.P. | 53,893 | $5.04M | 0.01% | +21,625+67.0% | Added |
| Harbour Trust & Investment Management Co | 54,028 | $5.05M | 0.63% | −5,958−9.9% | Reduced |
| Presima Inc. | 54,237 | $5.07M | 1.18% | −9,680−15.1% | Reduced |
| Janney Montgomery Scott LLC | 54,666 | $5.11M | 0.02% | +3,035+5.9% | Added |
| Advisors Management Group Inc | 56,157 | $5.25M | 1.30% | −677−1.2% | Reduced |
| Mackenzie Financial Corp | 57,096 | $5.34M | 0.01% | −32,944−36.6% | Reduced |
| Azimuth Capital Investment Management LLC | 58,384 | $5.46M | 0.23% | +2,580+4.6% | Added |
| Schonfeld Strategic Advisors LLC | 59,100 | $5.52M | 0.04% | +55,740+1,658.9% | Added |
| Lighthouse Investment Partners, LLC | 60,000 | $5.61M | 0.33% | −10,000−14.3% | Reduced |
| Factory Mutual Insurance Co | 60,700 | $5.67M | 0.07% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 60,989 | $5.70M | 0.09% | −601−1.0% | Reduced |
| CNH Partners LLC | 61,100 | $5.70M | 0.20% | +61,100 | New |
| Truist Financial Corp | 61,117 | $5.71M | 0.01% | −2,647−4.2% | Reduced |
| Illinois Municipal Retirement Fund | 62,474 | $5.84M | 0.09% | −44,773−41.7% | Reduced |
| Ethic Inc. | 63,202 | $5.91M | 0.15% | +8,415+15.4% | Added |
| Pensionfund DSM Netherlands | 63,753 | $5.96M | 3.19% | +8,000+14.3% | Added |
| Vident Advisory, LLC | 64,818 | $6.06M | 0.13% | +24,449+60.6% | Added |
| AMF Pensionsforsakring AB | 65,458 | $6.13M | 0.05% | −104,124−61.4% | Reduced |
| Metis Global Partners, LLC | 66,166 | $6.18M | 0.22% | +1,604+2.5% | Added |
| British Columbia Investment Management Corp | 66,289 | $6.19M | 0.04% | +6,578+11.0% | Added |
| Rafferty Asset Management, LLC | 66,297 | $6.19M | 0.02% | −7,950−10.7% | Reduced |
| HighTower Advisors, LLC | 67,492 | $6.28M | 0.01% | +595+0.9% | Added |
| Jane Street Group, LLC | 68,889 | $6.44M | 0.01% | −110,359−61.6% | Reduced |
| Bank of Nova Scotia | 69,157 | $6.46M | 0.01% | +2,227+3.3% | Added |
| M&T Bank Corp | 69,811 | $6.52M | 0.02% | +648+0.9% | Added |
| Mercer Global Advisors Inc | 69,844 | $6.53M | 0.02% | +43,770+167.9% | Added |
| Transform Wealth, LLC | 70,863 | $6.62M | 0.63% | −3,927−5.3% | Reduced |
| Windle Wealth, LLC | 71,676 | $6.70M | 4.27% | +968+1.4% | Added |
| GSI Capital Advisors LLC | 73,089 | $6.83M | 4.01% | +73,089 | New |
| Teacher Retirement System of Texas | 74,066 | $6.92M | 0.04% | −47,581−39.1% | Reduced |
| Andra AP-fonden | 74,500 | $6.96M | 0.12% | −6,700−8.3% | Reduced |
| Mariner, LLC | 74,995 | $7.01M | 0.01% | −18,837−20.1% | Reduced |
| Xponance, Inc. | 76,735 | $7.17M | 0.08% | +5,511+7.7% | Added |
| CIBC Asset Management Inc | 76,738 | $7.17M | 0.02% | +2,386+3.2% | Added |
| Quantbot Technologies LP | 76,926 | $7.19M | 0.41% | −15,487−16.8% | Reduced |
| Central Trust Co | 77,242 | $7.22M | 0.18% | −3,913−4.8% | Reduced |
| Public Employees Retirement Association of Colorado | 79,190 | $7.40M | 0.03% | +3,165+4.2% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 80,639 | $7.54M | 0.08% | +8,000+11.0% | Added |
| Tredje AP-fonden | 81,421 | $7.61M | 0.08% | −37,826−31.7% | Reduced |
| Caisse de Depot Et Placement du Quebec | 81,600 | $7.62M | 0.02% | +81,600 | New |
| Cetera Investment Advisers | 82,174 | $7.68M | 0.02% | +69,078+527.5% | Added |
| Liberty Mutual Group Asset Management Inc. | 84,296 | $7.88M | 2.24% | +20,563+32.3% | Added |
| Trust Co of Toledo NA | 84,569 | $7.90M | 1.24% | −2,648−3.0% | Reduced |
| Advisor Group Holdings, Inc. | 84,603 | $7.91M | 0.02% | −27,245−24.4% | Reduced |
| Prudential PLC | 85,931 | $8.03M | 0.07% | +46,292+116.8% | Added |
| Public Sector Pension Investment Board | 86,349 | $8.07M | 0.06% | −34,607−28.6% | Reduced |
| Captrust Financial Advisors | 86,636 | $8.10M | 0.03% | −2,314−2.6% | Reduced |
| DnB Asset Management AS | 88,138 | $8.24M | 0.04% | −17,615−16.7% | Reduced |
| Venture Visionary Partners LLC | 88,243 | $8.25M | 0.39% | −1,607−1.8% | Reduced |
| Gillson Capital LP | 88,500 | $8.27M | 0.79% | +88,500 | New |
| Mutual of America Capital Management LLC | 89,017 | $8.32M | 0.09% | −753−0.8% | Reduced |
| Degroof Petercam Asset Management | 90,200 | $8.43M | 0.10% | +10,500+13.2% | Added |
| Makena Capital Management LLC | 92,794 | $8.67M | 2.02% | +612+0.7% | Added |
| TCW Group Inc | 94,416 | $8.82M | 0.09% | +4,852+5.4% | Added |
| Utah Retirement Systems | 96,103 | $8.98M | 0.10% | +3,000+3.2% | Added |
| Commonwealth Equity Services, LLC | 96,113 | $8.98M | 0.01% | −502−0.5% | Reduced |
| Twinbeech Capital LP | 96,321 | $9.00M | 0.19% | +8,092+9.2% | Added |
| Czech National Bank | 97,383 | $9.10M | 0.12% | +447+0.5% | Added |
| Yousif Capital Management, LLC | 97,833 | $9.14M | 0.10% | +964+1.0% | Added |
| Westpac Banking Corp | 98,193 | $9.18M | 0.70% | +704+0.7% | Added |
| ProShare Advisors LLC | 101,261 | $9.46M | 0.03% | −1,755−1.7% | Reduced |
| Squarepoint Ops LLC | 103,309 | $9.65M | 0.04% | −44,031−29.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 103,558 | $9.68M | 0.01% | +103,558 | New |
| Susquehanna Fundamental Investments, LLC | 105,800 | $9.89M | 0.46% | +105,800 | New |
| First Trust Advisors LP | 106,064 | $9.91M | 0.01% | −57,375−35.1% | Reduced |
| Keybank National Association | 106,215 | $9.92M | 0.04% | −4,457−4.0% | Reduced |
| IFM Investors Pty Ltd | 107,743 | $10.1M | 0.11% | +7,257+7.2% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 107,956 | $10.1M | 0.05% | +11,032+11.4% | Added |
| Forsta Ap-Fonden | 109,700 | $10.3M | 0.09% | +17,000+18.3% | Added |
| Amalgamated Bank | 113,857 | $10.6M | 0.09% | −24,625−17.8% | Reduced |
| Texas Permanent School Fund | 114,407 | $10.7M | 0.08% | +133+0.1% | Added |
| Cercano Management LLC | 115,822 | $10.8M | 0.30% | −17,467−13.1% | Reduced |
| Susquehanna International Group, LLP | 116,635 | $10.9M | 0.02% | −104,520−47.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 117,676 | $11.0M | 0.03% | +4,506+4.0% | Added |
| Connors Investor Services Inc | 117,715 | $11.0M | 1.16% | +11,238+10.6% | Added |
| Moore Capital Management, LP | 118,100 | $11.0M | 0.23% | +118,100 | New |
| Teachers Retirement System of the State of Kentucky | 118,400 | $11.1M | 0.10% | +76,225+180.7% | Added |
| USS Investment Management Ltd | 121,678 | $11.4M | 0.09% | +16,271+15.4% | Added |
| LGT Group Foundation | 122,481 | $11.4M | 0.27% | −16,582−11.9% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 122,565 | $11.5M | 0.37% | −12,841−9.5% | Reduced |
| Calamos Advisors LLC | 124,197 | $11.6M | 0.06% | −3,124−2.5% | Reduced |
| Vestcor Inc | 125,527 | $11.7M | 0.40% | +75,288+149.9% | Added |
| National Bank of Canada | 122,348 | $12.1M | 0.02% | −19,894−14.0% | Reduced |
| MetLife Investment Management | 129,602 | $12.1M | 0.08% | −4,431−3.3% | Reduced |
| Davis Selected Advisers | 129,970 | $12.1M | 0.07% | −4,380−3.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 150,140 | $12.3M | 0.03% | +32,370+27.5% | Added |
| Nissay Asset Management Corp | 132,119 | $12.3M | 0.09% | +6,506+5.2% | Added |
| State of Tennessee, Treasury Department | 133,091 | $12.4M | 0.05% | +1,755+1.3% | Added |
| Epoch Investment Partners, Inc. | 137,139 | $12.8M | 0.06% | −3,059−2.2% | Reduced |
| Manning & Napier Group, LLC | 140,713 | $13.1M | 0.15% | +32,646+30.2% | Added |