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 |
|---|---|---|---|---|---|
| New York State Common Retirement Fund | 382,431 | $35.7M | 0.05% | −32,323−7.8% | Reduced |
| Aviva PLC | 381,034 | $35.6M | 0.12% | −61,399−13.9% | Reduced |
| State of Wisconsin Investment Board | 378,466 | $35.4M | 0.09% | +22,086+6.2% | Added |
| DekaBank Deutsche Girozentrale | 379,147 | $35.1M | 0.07% | +6,572+1.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 371,855 | $34.7M | 0.12% | +371,855 | New |
| FIL Ltd | 368,202 | $34.4M | 0.03% | −245,617−40.0% | Reduced |
| ExodusPoint Capital Management, LP | 363,516 | $34.0M | 0.42% | +363,516 | New |
| UniSuper Management Pty Ltd | 357,374 | $33.4M | 0.32% | +18,727+5.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 355,402 | $33.2M | 0.12% | +15,125+4.4% | Added |
| Bowen Hanes & Co Inc | 350,923 | $32.8M | 0.94% | −1000.0% | Reduced |
| State of Alaska, Department of Revenue | 340,651 | $31.8M | 0.36% | +5,364+1.6% | Added |
| Toronto Dominion Bank | 321,037 | $30.0M | 0.05% | −41,824−11.5% | Reduced |
| Natixis | 320,821 | $30.0M | 0.17% | +269,970+530.9% | Added |
| ING Groep NV | 313,817 | $29.3M | 0.20% | +259,201+474.6% | Added |
| Resona Asset Management Co.,Ltd. | 313,775 | $29.3M | 0.17% | +313,775 | New |
| Nisa Investment Advisors, LLC | 309,520 | $28.9M | 0.19% | +7,292+2.4% | Added |
| Chevy Chase Trust Holdings, Inc. | 308,010 | $28.8M | 0.09% | −2,614−0.8% | Reduced |
| Capital International Inc | 302,821 | $28.3M | 0.38% | +18,760+6.6% | Added |
| GEM Realty Capital | 290,964 | $27.2M | 3.65% | +278,650+2,262.9% | Added |
| Treasurer of the State of North Carolina | 288,391 | $26.9M | 0.12% | +2,170+0.8% | Added |
| B&I Capital AG | 284,250 | $26.6M | 8.42% | +9,400+3.4% | Added |
| Danske Bank A/S | 278,410 | $26.0M | 0.08% | +278,410 | New |
| Natixis Advisors, L.P. | 272,895 | $25.5M | 0.06% | +41,471+17.9% | Added |
| Employees Retirement System of Texas | 245,000 | $22.9M | 0.25% | +60,000+32.4% | Added |
| Van Eck Associates Corp | 239,699 | $22.4M | 0.03% | +23,431+10.8% | Added |
| Victory Capital Management Inc | 234,352 | $21.9M | 0.02% | +1,592+0.7% | Added |
| Handelsbanken Fonder AB | 232,509 | $21.7M | 0.09% | +18,220+8.5% | Added |
| Hazelview Securities Inc. | 234,651 | $21.6M | 4.07% | +49,400+26.7% | Added |
| Capstone Investment Advisors, LLC | 230,149 | $21.5M | 0.40% | +230,149 | New |
| CIBC World Markets Corp | 227,847 | $21.3M | 0.14% | −26,119−10.3% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 221,682 | $20.7M | 0.48% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 220,074 | $20.6M | 0.05% | +220,074 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 219,724 | $20.5M | 0.14% | +885+0.4% | Added |
| The PNC Financial Services Group, Inc. | 219,585 | $20.5M | 0.01% | +839+0.4% | Added |
| Royal London Asset Management Ltd | 214,210 | $20.0M | 0.05% | +8,131+3.9% | Added |
| Ci Investments Inc. | 210,004 | $19.6M | 0.08% | +145,990+228.1% | Added |
| Chilton Capital Management LLC | 201,897 | $18.9M | 0.89% | −11,375−5.3% | Reduced |
| Los Angeles Capital Management LLC | 196,753 | $18.4M | 0.06% | −205,528−51.1% | Reduced |
| HBK Investments L P | 190,832 | $17.8M | 0.45% | +19,458+11.4% | Added |
| Candriam Luxembourg S.C.A. | 188,861 | $17.6M | 0.11% | −13,698−6.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 187,713 | $17.5M | 0.03% | +38,428+25.7% | Added |
| TD Asset Management Inc | 186,860 | $17.5M | 0.02% | +8,060+4.5% | Added |
| Thrivent Financial for Lutherans | 184,757 | $17.3M | 0.03% | +21,216+13.0% | Added |
| Cerity Partners LLC | 184,238 | $17.2M | 0.05% | +16,132+9.6% | Added |
| Vert Asset Management LLC | 183,053 | $17.1M | 7.19% | −3,552−1.9% | Reduced |
| Umb Bank N A | 178,681 | $16.7M | 0.26% | +51,439+40.4% | Added |
| LPL Financial LLC | 177,267 | $16.6M | 0.01% | +10,413+6.2% | Added |
| SG Americas Securities, LLC | 176,691 | $16.5M | 0.08% | +113,800+180.9% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 167,703 | $15.7M | 0.19% | +10,058+6.4% | Added |
| Storebrand Asset Management AS | 163,134 | $15.2M | 0.05% | +3,947+2.5% | Added |
| Tiaa Trust, National Association | 162,457 | $15.2M | 0.05% | +4,444+2.8% | Added |
| Arizona State Retirement System | 158,828 | $14.8M | 0.10% | +12,887+8.8% | Added |
| NewEdge Wealth, LLC | 153,741 | $14.8M | 0.33% | +144,556+1,573.8% | Added |
| New York Life Investment Management LLC | 157,565 | $14.7M | 0.15% | −2,539−1.6% | Reduced |
| Waterfront Capital Partners, LLC | 157,000 | $14.7M | 1.37% | +157,000 | New |
| Creative Planning | 154,066 | $14.4M | 0.02% | +1,098+0.7% | Added |
| State of Michigan Retirement System | 151,609 | $14.2M | 0.08% | +100+0.1% | Added |
| American International Group, Inc. | 149,425 | $14.0M | 0.05% | −412−0.3% | Reduced |
| Stifel Financial Corp | 146,635 | $13.7M | 0.02% | +9,261+6.7% | Added |
| Varma Mutual Pension Insurance Co | 145,400 | $13.6M | 0.12% | +115,800+391.2% | Added |
| Guggenheim Capital LLC | 141,559 | $13.2M | 0.09% | −14,392−9.2% | Reduced |
| AQR Capital Management LLC | 141,000 | $13.2M | 0.02% | +39,965+39.6% | Added |
| Manning & Napier Group, LLC | 140,713 | $13.1M | 0.15% | +32,646+30.2% | Added |
| Epoch Investment Partners, Inc. | 137,139 | $12.8M | 0.06% | −3,059−2.2% | Reduced |
| State of Tennessee, Treasury Department | 133,091 | $12.4M | 0.05% | +1,755+1.3% | Added |
| Nissay Asset Management Corp | 132,119 | $12.3M | 0.09% | +6,506+5.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 150,140 | $12.3M | 0.03% | +32,370+27.5% | Added |
| Davis Selected Advisers | 129,970 | $12.1M | 0.07% | −4,380−3.3% | Reduced |
| MetLife Investment Management | 129,602 | $12.1M | 0.08% | −4,431−3.3% | Reduced |
| National Bank of Canada | 122,348 | $12.1M | 0.02% | −19,894−14.0% | Reduced |
| Vestcor Inc | 125,527 | $11.7M | 0.40% | +75,288+149.9% | Added |
| Calamos Advisors LLC | 124,197 | $11.6M | 0.06% | −3,124−2.5% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 122,565 | $11.5M | 0.37% | −12,841−9.5% | Reduced |
| LGT Group Foundation | 122,481 | $11.4M | 0.27% | −16,582−11.9% | Reduced |
| USS Investment Management Ltd | 121,678 | $11.4M | 0.09% | +16,271+15.4% | Added |
| Teachers Retirement System of the State of Kentucky | 118,400 | $11.1M | 0.10% | +76,225+180.7% | Added |
| Moore Capital Management, LP | 118,100 | $11.0M | 0.23% | +118,100 | New |
| Connors Investor Services Inc | 117,715 | $11.0M | 1.16% | +11,238+10.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 117,676 | $11.0M | 0.03% | +4,506+4.0% | Added |
| Susquehanna International Group, LLP | 116,635 | $10.9M | 0.02% | −104,520−47.3% | Reduced |
| Cercano Management LLC | 115,822 | $10.8M | 0.30% | −17,467−13.1% | Reduced |
| Texas Permanent School Fund | 114,407 | $10.7M | 0.08% | +133+0.1% | Added |
| Amalgamated Bank | 113,857 | $10.6M | 0.09% | −24,625−17.8% | Reduced |
| Forsta Ap-Fonden | 109,700 | $10.3M | 0.09% | +17,000+18.3% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 107,956 | $10.1M | 0.05% | +11,032+11.4% | Added |
| IFM Investors Pty Ltd | 107,743 | $10.1M | 0.11% | +7,257+7.2% | Added |
| Keybank National Association | 106,215 | $9.92M | 0.04% | −4,457−4.0% | Reduced |
| First Trust Advisors LP | 106,064 | $9.91M | 0.01% | −57,375−35.1% | Reduced |
| Susquehanna Fundamental Investments, LLC | 105,800 | $9.89M | 0.46% | +105,800 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 103,558 | $9.68M | 0.01% | +103,558 | New |
| Squarepoint Ops LLC | 103,309 | $9.65M | 0.04% | −44,031−29.9% | Reduced |
| ProShare Advisors LLC | 101,261 | $9.46M | 0.03% | −1,755−1.7% | Reduced |
| Westpac Banking Corp | 98,193 | $9.18M | 0.70% | +704+0.7% | Added |
| Yousif Capital Management, LLC | 97,833 | $9.14M | 0.10% | +964+1.0% | Added |
| Czech National Bank | 97,383 | $9.10M | 0.12% | +447+0.5% | Added |
| Twinbeech Capital LP | 96,321 | $9.00M | 0.19% | +8,092+9.2% | Added |
| Commonwealth Equity Services, LLC | 96,113 | $8.98M | 0.01% | −502−0.5% | Reduced |
| Utah Retirement Systems | 96,103 | $8.98M | 0.10% | +3,000+3.2% | Added |
| TCW Group Inc | 94,416 | $8.82M | 0.09% | +4,852+5.4% | Added |
| Makena Capital Management LLC | 92,794 | $8.67M | 2.02% | +612+0.7% | Added |