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 |
|---|---|---|---|---|---|
| AQR Capital Management LLC | 141,000 | $13.2M | 0.02% | +39,965+39.6% | Added |
| Guggenheim Capital LLC | 141,559 | $13.2M | 0.09% | −14,392−9.2% | Reduced |
| Varma Mutual Pension Insurance Co | 145,400 | $13.6M | 0.12% | +115,800+391.2% | Added |
| Stifel Financial Corp | 146,635 | $13.7M | 0.02% | +9,261+6.7% | Added |
| American International Group, Inc. | 149,425 | $14.0M | 0.05% | −412−0.3% | Reduced |
| State of Michigan Retirement System | 151,609 | $14.2M | 0.08% | +100+0.1% | Added |
| Creative Planning | 154,066 | $14.4M | 0.02% | +1,098+0.7% | Added |
| Waterfront Capital Partners, LLC | 157,000 | $14.7M | 1.37% | +157,000 | New |
| New York Life Investment Management LLC | 157,565 | $14.7M | 0.15% | −2,539−1.6% | Reduced |
| NewEdge Wealth, LLC | 153,741 | $14.8M | 0.33% | +144,556+1,573.8% | Added |
| Arizona State Retirement System | 158,828 | $14.8M | 0.10% | +12,887+8.8% | Added |
| Tiaa Trust, National Association | 162,457 | $15.2M | 0.05% | +4,444+2.8% | Added |
| Storebrand Asset Management AS | 163,134 | $15.2M | 0.05% | +3,947+2.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 167,703 | $15.7M | 0.19% | +10,058+6.4% | Added |
| SG Americas Securities, LLC | 176,691 | $16.5M | 0.08% | +113,800+180.9% | Added |
| LPL Financial LLC | 177,267 | $16.6M | 0.01% | +10,413+6.2% | Added |
| Umb Bank N A | 178,681 | $16.7M | 0.26% | +51,439+40.4% | Added |
| Vert Asset Management LLC | 183,053 | $17.1M | 7.19% | −3,552−1.9% | Reduced |
| Cerity Partners LLC | 184,238 | $17.2M | 0.05% | +16,132+9.6% | Added |
| Thrivent Financial for Lutherans | 184,757 | $17.3M | 0.03% | +21,216+13.0% | Added |
| TD Asset Management Inc | 186,860 | $17.5M | 0.02% | +8,060+4.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 187,713 | $17.5M | 0.03% | +38,428+25.7% | Added |
| Candriam Luxembourg S.C.A. | 188,861 | $17.6M | 0.11% | −13,698−6.8% | Reduced |
| HBK Investments L P | 190,832 | $17.8M | 0.45% | +19,458+11.4% | Added |
| Los Angeles Capital Management LLC | 196,753 | $18.4M | 0.06% | −205,528−51.1% | Reduced |
| Chilton Capital Management LLC | 201,897 | $18.9M | 0.89% | −11,375−5.3% | Reduced |
| Ci Investments Inc. | 210,004 | $19.6M | 0.08% | +145,990+228.1% | Added |
| Royal London Asset Management Ltd | 214,210 | $20.0M | 0.05% | +8,131+3.9% | Added |
| The PNC Financial Services Group, Inc. | 219,585 | $20.5M | 0.01% | +839+0.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 219,724 | $20.5M | 0.14% | +885+0.4% | Added |
| CIBC World Markets Inc. | 220,074 | $20.6M | 0.05% | +220,074 | New |
| Susquehanna Portfolio Strategies, LLC | 221,682 | $20.7M | 0.48% | 00.0% | Unchanged |
| CIBC World Markets Corp | 227,847 | $21.3M | 0.14% | −26,119−10.3% | Reduced |
| Capstone Investment Advisors, LLC | 230,149 | $21.5M | 0.40% | +230,149 | New |
| Hazelview Securities Inc. | 234,651 | $21.6M | 4.07% | +49,400+26.7% | Added |
| Handelsbanken Fonder AB | 232,509 | $21.7M | 0.09% | +18,220+8.5% | Added |
| Victory Capital Management Inc | 234,352 | $21.9M | 0.02% | +1,592+0.7% | Added |
| Van Eck Associates Corp | 239,699 | $22.4M | 0.03% | +23,431+10.8% | Added |
| Employees Retirement System of Texas | 245,000 | $22.9M | 0.25% | +60,000+32.4% | Added |
| Natixis Advisors, L.P. | 272,895 | $25.5M | 0.06% | +41,471+17.9% | Added |
| Danske Bank A/S | 278,410 | $26.0M | 0.08% | +278,410 | New |
| B&I Capital AG | 284,250 | $26.6M | 8.42% | +9,400+3.4% | Added |
| Treasurer of the State of North Carolina | 288,391 | $26.9M | 0.12% | +2,170+0.8% | Added |
| GEM Realty Capital | 290,964 | $27.2M | 3.65% | +278,650+2,262.9% | Added |
| Capital International Inc | 302,821 | $28.3M | 0.38% | +18,760+6.6% | Added |
| Chevy Chase Trust Holdings, Inc. | 308,010 | $28.8M | 0.09% | −2,614−0.8% | Reduced |
| Nisa Investment Advisors, LLC | 309,520 | $28.9M | 0.19% | +7,292+2.4% | Added |
| Resona Asset Management Co.,Ltd. | 313,775 | $29.3M | 0.17% | +313,775 | New |
| ING Groep NV | 313,817 | $29.3M | 0.20% | +259,201+474.6% | Added |
| Natixis | 320,821 | $30.0M | 0.17% | +269,970+530.9% | Added |
| Toronto Dominion Bank | 321,037 | $30.0M | 0.05% | −41,824−11.5% | Reduced |
| State of Alaska, Department of Revenue | 340,651 | $31.8M | 0.36% | +5,364+1.6% | Added |
| Bowen Hanes & Co Inc | 350,923 | $32.8M | 0.94% | −1000.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 355,402 | $33.2M | 0.12% | +15,125+4.4% | Added |
| UniSuper Management Pty Ltd | 357,374 | $33.4M | 0.32% | +18,727+5.5% | Added |
| ExodusPoint Capital Management, LP | 363,516 | $34.0M | 0.42% | +363,516 | New |
| FIL Ltd | 368,202 | $34.4M | 0.03% | −245,617−40.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 371,855 | $34.7M | 0.12% | +371,855 | New |
| DekaBank Deutsche Girozentrale | 379,147 | $35.1M | 0.07% | +6,572+1.8% | Added |
| State of Wisconsin Investment Board | 378,466 | $35.4M | 0.09% | +22,086+6.2% | Added |
| Aviva PLC | 381,034 | $35.6M | 0.12% | −61,399−13.9% | Reduced |
| New York State Common Retirement Fund | 382,431 | $35.7M | 0.05% | −32,323−7.8% | Reduced |
| Franklin Resources Inc | 385,021 | $36.0M | 0.01% | +60,892+18.8% | Added |
| Brookfield Asset Management Inc. | 387,831 | $36.2M | 0.21% | +157,480+68.4% | Added |
| Robeco Institutional Asset Management B.V. | 394,638 | $36.9M | 0.08% | +28,080+7.7% | Added |
| State Board of Administration of Florida Retirement System | 528,688 | $37.9M | 0.09% | −17,925−3.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 411,339 | $38.2M | 0.09% | −121,248−22.8% | Reduced |
| Retirement Systems of Alabama | 409,806 | $38.3M | 0.15% | +1800.0% | Added |
| Renaissance Technologies LLC | 419,663 | $39.2M | 0.06% | +354,000+539.1% | Added |
| Manufacturers Life Insurance Company, The | 427,316 | $39.9M | 0.04% | −70,729−14.2% | Reduced |
| Raymond James & Associates | 438,662 | $41.0M | 0.03% | +105,553+31.7% | Added |
| CORDA Investment Management, LLC. | 440,413 | $41.2M | 3.27% | −24,384−5.2% | Reduced |
| Citadel Advisors LLC | 451,550 | $42.2M | 0.04% | −421,912−48.3% | Reduced |
| Uniplan Investment Counsel, Inc. | 453,967 | $42.4M | 3.33% | −16,557−3.5% | Reduced |
| New York State Teachers Retirement System | 457,054 | $42.7M | 0.09% | −11,473−2.4% | Reduced |
| Envestnet Asset Management Inc | 482,400 | $45.1M | 0.02% | +43,930+10.0% | Added |
| AXA S.A. | 484,869 | $45.3M | 0.14% | +8,762+1.8% | Added |
| Korea Investment CORP | 492,966 | $46.1M | 0.12% | −41,380−7.7% | Reduced |
| Border to Coast Pensions Partnership Ltd | 551,589 | $51.5M | 1.15% | 00.0% | Unchanged |
| Citigroup Inc | 583,455 | $54.5M | 0.06% | +134,144+29.9% | Added |
| Neuberger Berman Group LLC | 641,474 | $59.9M | 0.05% | −88,641−12.1% | Reduced |
| State of New Jersey Common Pension Fund D | 668,036 | $62.4M | 0.19% | +18,549+2.9% | Added |
| Bank of Montreal | 672,177 | $62.8M | 0.03% | +87,133+14.9% | Added |
| Bamco Inc | 675,363 | $63.1M | 0.17% | −9,152−1.3% | Reduced |
| Lasalle Investment Management Securities LLC | 706,395 | $66.0M | 2.72% | +2,107+0.3% | Added |
| Swedbank AB | 716,018 | $66.9M | 0.09% | +522+0.1% | Added |
| Royal Bank of Canada | 723,799 | $67.6M | 0.02% | −39,670−5.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 783,220 | $73.2M | 0.19% | −99,120−11.2% | Reduced |
| Nomura Asset Management Co Ltd | 808,457 | $75.5M | 0.27% | +37,254+4.8% | Added |
| Adage Capital Partners GP, L.L.C. | 822,906 | $76.9M | 0.15% | +240,300+41.2% | Added |
| Allianz Asset Management GmbH | 845,616 | $79.0M | 0.13% | +478,012+130.0% | Added |
| California State Teachers Retirement System | 858,253 | $80.2M | 0.10% | +45,321+5.6% | Added |
| Millennium Management LLC | 932,729 | $87.2M | 0.07% | +715,524+329.4% | Added |
| Wells Fargo & Company | 963,447 | $90.0M | 0.02% | +61,169+6.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 980,082 | $91.6M | 0.13% | +115,362+13.3% | Added |
| California Public Employees Retirement System | 981,591 | $91.7M | 0.06% | +4,229+0.4% | Added |
| STRS Ohio | 985,979 | $92.1M | 0.37% | +463,061+88.6% | Added |
| D. E. Shaw & Co., Inc. | 996,515 | $93.1M | 0.12% | +416,369+71.8% | Added |
| BNP Paribas Arbitrage, SA | 1,024,685 | $95.7M | 0.12% | +484,888+89.8% | Added |
| Public Employees Retirement System of Ohio | 1,030,388 | $96.3M | 0.38% | +10,592+1.0% | Added |