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 |
|---|---|---|---|---|---|
| Degroof Petercam Asset Management | 90,200 | $8.43M | 0.10% | +10,500+13.2% | Added |
| Mutual of America Capital Management LLC | 89,017 | $8.32M | 0.09% | −753−0.8% | Reduced |
| Gillson Capital LP | 88,500 | $8.27M | 0.79% | +88,500 | New |
| Venture Visionary Partners LLC | 88,243 | $8.25M | 0.39% | −1,607−1.8% | Reduced |
| DnB Asset Management AS | 88,138 | $8.24M | 0.04% | −17,615−16.7% | Reduced |
| Captrust Financial Advisors | 86,636 | $8.10M | 0.03% | −2,314−2.6% | Reduced |
| Public Sector Pension Investment Board | 86,349 | $8.07M | 0.06% | −34,607−28.6% | Reduced |
| Prudential PLC | 85,931 | $8.03M | 0.07% | +46,292+116.8% | Added |
| Advisor Group Holdings, Inc. | 84,603 | $7.91M | 0.02% | −27,245−24.4% | Reduced |
| Trust Co of Toledo NA | 84,569 | $7.90M | 1.24% | −2,648−3.0% | Reduced |
| Liberty Mutual Group Asset Management Inc. | 84,296 | $7.88M | 2.24% | +20,563+32.3% | Added |
| Cetera Investment Advisers | 82,174 | $7.68M | 0.02% | +69,078+527.5% | Added |
| Caisse de Depot Et Placement du Quebec | 81,600 | $7.62M | 0.02% | +81,600 | New |
| Tredje AP-fonden | 81,421 | $7.61M | 0.08% | −37,826−31.7% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 80,639 | $7.54M | 0.08% | +8,000+11.0% | Added |
| Public Employees Retirement Association of Colorado | 79,190 | $7.40M | 0.03% | +3,165+4.2% | Added |
| Central Trust Co | 77,242 | $7.22M | 0.18% | −3,913−4.8% | Reduced |
| Quantbot Technologies LP | 76,926 | $7.19M | 0.41% | −15,487−16.8% | Reduced |
| CIBC Asset Management Inc | 76,738 | $7.17M | 0.02% | +2,386+3.2% | Added |
| Xponance, Inc. | 76,735 | $7.17M | 0.08% | +5,511+7.7% | Added |
| Mariner, LLC | 74,995 | $7.01M | 0.01% | −18,837−20.1% | Reduced |
| Andra AP-fonden | 74,500 | $6.96M | 0.12% | −6,700−8.3% | Reduced |
| Teacher Retirement System of Texas | 74,066 | $6.92M | 0.04% | −47,581−39.1% | Reduced |
| GSI Capital Advisors LLC | 73,089 | $6.83M | 4.01% | +73,089 | New |
| Windle Wealth, LLC | 71,676 | $6.70M | 4.27% | +968+1.4% | Added |
| Transform Wealth, LLC | 70,863 | $6.62M | 0.63% | −3,927−5.3% | Reduced |
| Mercer Global Advisors Inc | 69,844 | $6.53M | 0.02% | +43,770+167.9% | Added |
| M&T Bank Corp | 69,811 | $6.52M | 0.02% | +648+0.9% | Added |
| Bank of Nova Scotia | 69,157 | $6.46M | 0.01% | +2,227+3.3% | Added |
| Jane Street Group, LLC | 68,889 | $6.44M | 0.01% | −110,359−61.6% | Reduced |
| HighTower Advisors, LLC | 67,492 | $6.28M | 0.01% | +595+0.9% | Added |
| Rafferty Asset Management, LLC | 66,297 | $6.19M | 0.02% | −7,950−10.7% | Reduced |
| British Columbia Investment Management Corp | 66,289 | $6.19M | 0.04% | +6,578+11.0% | Added |
| Metis Global Partners, LLC | 66,166 | $6.18M | 0.22% | +1,604+2.5% | Added |
| AMF Pensionsforsakring AB | 65,458 | $6.13M | 0.05% | −104,124−61.4% | Reduced |
| Vident Advisory, LLC | 64,818 | $6.06M | 0.13% | +24,449+60.6% | Added |
| Pensionfund DSM Netherlands | 63,753 | $5.96M | 3.19% | +8,000+14.3% | Added |
| Ethic Inc. | 63,202 | $5.91M | 0.15% | +8,415+15.4% | Added |
| Illinois Municipal Retirement Fund | 62,474 | $5.84M | 0.09% | −44,773−41.7% | Reduced |
| Truist Financial Corp | 61,117 | $5.71M | 0.01% | −2,647−4.2% | Reduced |
| CNH Partners LLC | 61,100 | $5.70M | 0.20% | +61,100 | New |
| Pinnacle Associates Ltd | 60,989 | $5.70M | 0.09% | −601−1.0% | Reduced |
| Factory Mutual Insurance Co | 60,700 | $5.67M | 0.07% | 00.0% | Unchanged |
| Lighthouse Investment Partners, LLC | 60,000 | $5.61M | 0.33% | −10,000−14.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 59,100 | $5.52M | 0.04% | +55,740+1,658.9% | Added |
| Azimuth Capital Investment Management LLC | 58,384 | $5.46M | 0.23% | +2,580+4.6% | Added |
| Mackenzie Financial Corp | 57,096 | $5.34M | 0.01% | −32,944−36.6% | Reduced |
| Advisors Management Group Inc | 56,157 | $5.25M | 1.30% | −677−1.2% | Reduced |
| Janney Montgomery Scott LLC | 54,666 | $5.11M | 0.02% | +3,035+5.9% | Added |
| Presima Inc. | 54,237 | $5.07M | 1.18% | −9,680−15.1% | Reduced |
| Harbour Trust & Investment Management Co | 54,028 | $5.05M | 0.63% | −5,958−9.9% | Reduced |
| Rockefeller Capital Management L.P. | 53,893 | $5.04M | 0.01% | +21,625+67.0% | Added |
| Allspring Global Investments Holdings, LLC | 53,732 | $5.02M | 0.01% | +7,849+17.1% | Added |
| Two Sigma Investments, LP | 53,302 | $4.98M | 0.01% | +53,302 | New |
| QRG Capital Management, Inc. | 52,786 | $4.93M | 0.06% | +4,515+9.4% | Added |
| Garland Capital Management Inc | 51,841 | $4.84M | 3.21% | −380−0.7% | Reduced |
| Carret Asset Management, LLC | 51,821 | $4.84M | 0.57% | −2,327−4.3% | Reduced |
| Gulf International Bank (UK) Ltd | 50,657 | $4.73M | 0.12% | +5,829+13.0% | Added |
| Elo Mutual Pension Insurance Co | 50,490 | $4.72M | 0.11% | +5,202+11.5% | Added |
| Impax Asset Management Group plc | 50,423 | $4.71M | 0.02% | −7,495−12.9% | Reduced |
| Windward Capital Management Co | 49,133 | $4.59M | 0.38% | −659−1.3% | Reduced |
| Oregon Public Employees Retirement Fund | 47,350 | $4.42M | 0.09% | −18,300−27.9% | Reduced |
| Peapack Gladstone Financial Corp | 46,364 | $4.33M | 0.07% | −225−0.5% | Reduced |
| Callahan Advisors, LLC | 45,982 | $4.30M | 0.45% | −1,249−2.6% | Reduced |
| JustInvest LLC | 45,877 | $4.29M | 0.09% | +5,164+12.7% | Added |
| Credit Agricole S A | 47,200 | $4.29M | 0.07% | +18,387+63.8% | Added |
| Norinchukin Bank, The | 44,919 | $4.20M | 0.13% | −528−1.2% | Reduced |
| US Bancorp | 44,755 | $4.18M | 0.01% | −3,078−6.4% | Reduced |
| Pathstone Holdings, LLC | 43,393 | $4.05M | 0.02% | +7,448+20.7% | Added |
| Ensign Peak Advisors, Inc | 43,095 | $4.03M | 0.01% | +18,055+72.1% | Added |
| Verition Fund Management LLC | 42,450 | $3.97M | 0.04% | +32,440+324.1% | Added |
| DoubleLine ETF Adviser LP | 42,210 | $3.94M | 1.00% | +4,221+11.1% | Added |
| Fifth Third Bancorp | 42,093 | $3.93M | 0.02% | +1,403+3.4% | Added |
| Kentucky Retirement Systems | 42,032 | $3.93M | 0.12% | −2,251−5.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 41,773 | $3.90M | 0.04% | +5,470+15.1% | Added |
| Capital Group Private Client Services, Inc. | 41,519 | $3.88M | 0.04% | +7,585+22.4% | Added |
| Northwestern Mutual Wealth Management Co | 40,832 | $3.82M | 0.00% | −4,711−10.3% | Reduced |
| Tudor Investment Corp Et Al | 40,679 | $3.80M | 0.05% | +40,679 | New |
| Fred Alger Management, LLC | 40,257 | $3.76M | 0.02% | −12,934−24.3% | Reduced |
| 1832 Asset Management L.P. | 39,900 | $3.73M | 0.01% | +31,300+364.0% | Added |
| Metropolitan Life Insurance Co | 39,413 | $3.68M | 0.16% | −60−0.2% | Reduced |
| Wealthfront Advisers LLC | 39,085 | $3.65M | 0.01% | −2,419−5.8% | Reduced |
| Advisors Asset Management, Inc. | 37,717 | $3.52M | 0.07% | −6,304−14.3% | Reduced |
| Pacer Advisors, Inc. | 37,602 | $3.51M | 0.01% | +1,005+2.7% | Added |
| Kempen Capital Management N.V. | 36,781 | $3.44M | 0.04% | +7,481+25.5% | Added |
| KMG Fiduciary Partners, LLC | 36,700 | $3.43M | 0.36% | −490−1.3% | Reduced |
| Maryland State Retirement & Pension System | 37,946 | $3.41M | 0.07% | 00.0% | Unchanged |
| Brown Advisory Inc | 36,534 | $3.41M | 0.00% | −292−0.8% | Reduced |
| Oppenheimer Asset Management Inc. | 36,350 | $3.40M | 0.05% | −2,695−6.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 36,095 | $3.37M | 0.04% | −2,890−7.4% | Reduced |
| Sarasin & Partners LLP | 35,992 | $3.36M | 0.03% | 00.0% | Unchanged |
| Hartford Investment Management Co | 35,781 | $3.34M | 0.12% | −1,470−3.9% | Reduced |
| D L Carlson Investment Group Inc | 35,174 | $3.29M | 0.64% | −200−0.6% | Reduced |
| KBC Group NV | 34,740 | $3.25M | 0.01% | +3,829+12.4% | Added |
| MML Investors Services, LLC | 34,709 | $3.24M | 0.01% | +463+1.4% | Added |
| CI Private Wealth, LLC | 34,656 | $3.24M | 0.01% | +1,468+4.4% | Added |
| Spirit of America Management Corp | 33,875 | $3.17M | 0.64% | +3,900+13.0% | Added |
| Jefferies Financial Group Inc. | 33,599 | $3.14M | 0.06% | +22,508+202.9% | Added |
| Pensionfund Sabic | 33,259 | $3.11M | 0.92% | +8,000+31.7% | Added |
| Kornitzer Capital Management Inc | 33,090 | $3.09M | 0.06% | +7,900+31.4% | Added |