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, Q2 2024
Institutional positions in Welltower Inc. as of Jun 30, 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
- 1,001
- +54 vs. Q1 2024
- Shares held
- 585.0M
- +23.1M (+4.1%) vs. Q1 2024
- Total value
- $61.0B
- +$8.48B (+16.2%) vs. Q1 2024
- New holders
- 124
- 439 more added
- Sold out
- 70
- 287 more reduced
16 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 94,377,394 | $9.84B | 0.19% | +5,189,510+5.8% | Added |
| BlackRock Inc. | 58,975,979 | $6.15B | 0.14% | −158,580−0.3% | Reduced |
| Cohen & Steers, Inc. | 38,916,093 | $4.06B | 8.50% | −617,035−1.6% | Reduced |
| Capital International Investors | 35,945,382 | $3.75B | 0.77% | +6,709,056+22.9% | Added |
| State Street Corp | 35,613,042 | $3.71B | 0.16% | +2,064,299+6.2% | Added |
| Norges Bank | 32,912,525 | $3.43B | 0.51% | +5,702,470+21.0% | Added |
| Bank of America Corp | 17,850,017 | $1.86B | 0.18% | +1,646,983+10.2% | Added |
| Wellington Management Group LLP | 16,888,514 | $1.76B | 0.31% | +247,952+1.5% | Added |
| Geode Capital Management, LLC | 13,090,925 | $1.36B | 0.12% | −690,079−5.0% | Reduced |
| JPMorgan Chase & Co | 12,825,588 | $1.34B | 0.12% | +6,116,535+91.2% | Added |
| Principal Financial Group Inc | 12,439,176 | $1.30B | 0.77% | −19,449−0.2% | Reduced |
| FMR LLC | 10,450,719 | $1.09B | 0.07% | −1,038,104−9.0% | Reduced |
| Dimensional Fund Advisors LP | 7,814,741 | $814.7M | 0.21% | +62,942+0.8% | Added |
| Morgan Stanley | 7,365,916 | $767.9M | 0.06% | −21,632−0.3% | Reduced |
| Legal & General Group Plc | 7,330,866 | $764.2M | 0.22% | −154,787−2.1% | Reduced |
| Daiwa Securities Group Inc. | 7,218,284 | $752.5M | 4.00% | −719,591−9.1% | Reduced |
| Price T Rowe Associates Inc | 6,876,954 | $716.9M | 0.09% | +177,273+2.6% | Added |
| Invesco Ltd. | 6,875,878 | $716.8M | 0.15% | −369,682−5.1% | Reduced |
| Resolution Capital Ltd | 6,818,568 | $710.8M | 13.37% | −37,801−0.6% | Reduced |
| Charles Schwab Investment Management Inc | 6,019,881 | $627.6M | 0.12% | +11,362+0.2% | Added |
| Northern Trust Corp | 5,707,187 | $595.0M | 0.10% | +278,244+5.1% | Added |
| Deutsche Bank AG | 5,513,968 | $574.8M | 0.26% | +91,113+1.7% | Added |
| Centersquare Investment Management LLC | 5,277,715 | $550.2M | 5.95% | −51,533−1.0% | Reduced |
| Nuveen Asset Management, LLC | 4,757,865 | $496.0M | 0.15% | +82,023+1.8% | Added |
| Russell Investments Group, Ltd. | 4,179,262 | $435.4M | 0.70% | −254,554−5.7% | Reduced |
| Bank of New York Mellon Corp | 4,026,158 | $419.7M | 0.08% | +139,430+3.6% | Added |
| Goldman Sachs Group Inc | 3,904,505 | $407.0M | 0.08% | +444,803+12.9% | Added |
| Zimmer Partners, LP | 3,316,750 | $345.8M | 6.59% | 00.0% | Unchanged |
| Amundi | 3,084,363 | $324.9M | 0.12% | −142,171−4.4% | Reduced |
| SEI Investments Co | 2,748,062 | $286.5M | 0.41% | +134,611+5.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,622,524 | $273.4M | 0.20% | +145,142+5.9% | Added |
| Prudential Financial Inc | 2,566,779 | $267.6M | 0.40% | −229,186−8.2% | Reduced |
| Duff & Phelps Investment Management Co | 2,445,827 | $255.0M | 3.25% | +2,445,827 | New |
| PGGM Investments | 2,328,566 | $242.8M | 3.47% | −89,941−3.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,255,573 | $235.1M | 0.26% | +2,152,015+2,078.1% | Added |
| Voya Investment Management LLC | 2,141,365 | $223.1M | 0.22% | +172,443+8.8% | Added |
| Canada Pension Plan Investment Board | 2,112,452 | $220.2M | 0.22% | +417,046+24.6% | Added |
| Macquarie Group Ltd | 2,042,655 | $212.9M | 0.24% | −37,198−1.8% | Reduced |
| Qube Research & Technologies Ltd | 2,020,403 | $210.6M | 0.39% | +289,128+16.7% | Added |
| Ameriprise Financial Inc | 1,935,578 | $198.2M | 0.05% | −125,232−6.1% | Reduced |
| Cbre Clarion Securities LLC | 1,869,543 | $194.9M | 3.57% | −958,719−33.9% | Reduced |
| Swiss National Bank | 1,684,300 | $175.6M | 0.12% | +26,700+1.6% | Added |
| HSBC Holdings PLC | 1,500,122 | $156.4M | 0.10% | −300,364−16.7% | Reduced |
| Schroder Investment Management Group | 1,453,686 | $151.5M | 0.17% | +390,054+36.7% | Added |
| American Century Companies Inc | 1,404,781 | $146.4M | 0.09% | +129,270+10.1% | Added |
| Aew Capital Management L P | 1,352,096 | $141.0M | 6.82% | +61,880+4.8% | Added |
| Barclays PLC | 1,303,558 | $135.9M | 0.06% | +26,366+2.1% | Added |
| Alliancebernstein L.P. | 1,259,547 | $131.3M | 0.05% | −44,523−3.4% | Reduced |
| APG Asset Management US Inc. | 1,237,867 | $128.7M | 0.74% | +85,000+7.4% | Added |
| Nordea Investment Management AB | 1,212,604 | $125.9M | 0.15% | +94,271+8.4% | Added |
| Rhumbline Advisers | 1,202,720 | $125.4M | 0.12% | +83,635+7.5% | Added |
| Great West Life Assurance Co | 1,182,587 | $123.4M | 0.23% | +117,810+11.1% | Added |
| Citigroup Inc | 1,171,693 | $122.1M | 0.12% | +588,238+100.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,168,928 | $121.9M | 0.15% | +188,846+19.3% | Added |
| National Pension Service | 1,165,091 | $121.5M | 0.14% | +65,275+5.9% | Added |
| Standard Life Aberdeen plc | 1,163,044 | $121.2M | 0.23% | −93,437−7.4% | Reduced |
| Adelante Capital Management LLC | 1,154,620 | $120.4M | 9.51% | −160,112−12.2% | Reduced |
| UBS Group AG | 1,153,645 | $120.3M | 0.04% | −358,067−23.7% | Reduced |
| Asset Management One Co.,Ltd. | 1,137,784 | $118.6M | 0.45% | +35,941+3.3% | Added |
| Janus Henderson Group PLC | 1,136,439 | $118.6M | 0.06% | −273,005−19.4% | Reduced |
| Public Employees Retirement System of Ohio | 1,112,612 | $116.0M | 0.45% | +82,224+8.0% | Added |
| Pictet Asset Management Holding SA | 1,087,737 | $113.4M | 0.13% | −50,488−4.4% | Reduced |
| Wells Fargo & Company | 1,064,891 | $111.0M | 0.03% | +101,444+10.5% | Added |
| Allianz Asset Management GmbH | 1,052,102 | $109.7M | 0.18% | +206,486+24.4% | Added |
| Heitman Real Estate Securities LLC | 1,029,567 | $107.3M | 6.79% | −370,838−26.5% | Reduced |
| California Public Employees Retirement System | 1,012,360 | $105.5M | 0.08% | +30,769+3.1% | Added |
| Lasalle Investment Management Securities LLC | 940,518 | $98.0M | 4.20% | +234,123+33.1% | Added |
| UBS Asset Management Americas Inc | 937,715 | $97.8M | 0.03% | −4,930,463−84.0% | Reduced |
| Nomura Asset Management Co Ltd | 906,914 | $94.5M | 0.32% | +98,457+12.2% | Added |
| California State Teachers Retirement System | 906,602 | $94.5M | 0.12% | +48,349+5.6% | Added |
| STRS Ohio | 884,401 | $92.2M | 0.36% | −101,578−10.3% | Reduced |
| Adage Capital Partners GP, L.L.C. | 843,506 | $87.9M | 0.16% | +20,600+2.5% | Added |
| Marshall Wace, LLP | 843,417 | $87.9M | 0.12% | −1,325,928−61.1% | Reduced |
| D. E. Shaw & Co., Inc. | 825,054 | $86.0M | 0.12% | −171,461−17.2% | Reduced |
| Bamco Inc | 810,074 | $84.5M | 0.24% | +134,711+19.9% | Added |
| Bank of Montreal | 758,574 | $79.2M | 0.04% | +86,397+12.9% | Added |
| New York State Common Retirement Fund | 758,165 | $79.0M | 0.10% | +375,734+98.2% | Added |
| Millennium Management LLC | 727,277 | $75.8M | 0.06% | −205,452−22.0% | Reduced |
| Capital Research Global Investors | 652,246 | $68.0M | 0.01% | +652,246 | New |
| Swedbank AB | 628,492 | $65.5M | 0.09% | −87,526−12.2% | Reduced |
| Neuberger Berman Group LLC | 614,057 | $64.0M | 0.05% | −27,417−4.3% | Reduced |
| Keybank National Association | 603,781 | $62.9M | 0.26% | +497,566+468.5% | Added |
| Royal Bank of Canada | 583,666 | $60.8M | 0.01% | −140,133−19.4% | Reduced |
| Renaissance Technologies LLC | 561,263 | $58.5M | 0.10% | +141,600+33.7% | Added |
| State Board of Administration of Florida Retirement System | 558,425 | $58.2M | 0.11% | +29,737+5.6% | Added |
| Border to Coast Pensions Partnership Ltd | 550,000 | $57.4M | 1.35% | −1,589−0.3% | Reduced |
| Korea Investment CORP | 507,806 | $52.9M | 0.13% | +14,840+3.0% | Added |
| Envestnet Asset Management Inc | 506,104 | $52.8M | 0.02% | +23,704+4.9% | Added |
| Aviva PLC | 500,737 | $52.2M | 0.14% | +119,703+31.4% | Added |
| BNP Paribas Arbitrage, SA | 497,547 | $51.9M | 0.06% | −527,138−51.4% | Reduced |
| AXA S.A. | 481,630 | $50.2M | 0.15% | −3,239−0.7% | Reduced |
| Tudor Investment Corp Et Al | 466,340 | $48.6M | 0.55% | +425,661+1,046.4% | Added |
| New York State Teachers Retirement System | 456,768 | $47.6M | 0.10% | −286−0.1% | Reduced |
| Retirement Systems of Alabama | 453,473 | $47.3M | 0.18% | +43,667+10.7% | Added |
| State of New Jersey Common Pension Fund D | 448,889 | $46.8M | 0.20% | −219,147−32.8% | Reduced |
| Raymond James & Associates | 436,189 | $45.5M | 0.03% | −2,473−0.6% | Reduced |
| CORDA Investment Management, LLC. | 427,245 | $44.5M | 3.62% | −13,168−3.0% | Reduced |
| Manufacturers Life Insurance Company, The | 414,649 | $43.2M | 0.04% | −12,667−3.0% | Reduced |
| DekaBank Deutsche Girozentrale | 416,557 | $42.9M | 0.08% | +37,410+9.9% | Added |
| Robeco Institutional Asset Management B.V. | 385,632 | $40.2M | 0.09% | −9,006−2.3% | Reduced |