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 |
|---|---|---|---|---|---|
| Robeco Institutional Asset Management B.V. | 385,632 | $40.2M | 0.09% | −9,006−2.3% | Reduced |
| DekaBank Deutsche Girozentrale | 416,557 | $42.9M | 0.08% | +37,410+9.9% | Added |
| Manufacturers Life Insurance Company, The | 414,649 | $43.2M | 0.04% | −12,667−3.0% | Reduced |
| CORDA Investment Management, LLC. | 427,245 | $44.5M | 3.62% | −13,168−3.0% | Reduced |
| Raymond James & Associates | 436,189 | $45.5M | 0.03% | −2,473−0.6% | Reduced |
| State of New Jersey Common Pension Fund D | 448,889 | $46.8M | 0.20% | −219,147−32.8% | Reduced |
| Retirement Systems of Alabama | 453,473 | $47.3M | 0.18% | +43,667+10.7% | Added |
| New York State Teachers Retirement System | 456,768 | $47.6M | 0.10% | −286−0.1% | Reduced |
| Tudor Investment Corp Et Al | 466,340 | $48.6M | 0.55% | +425,661+1,046.4% | Added |
| AXA S.A. | 481,630 | $50.2M | 0.15% | −3,239−0.7% | Reduced |
| BNP Paribas Arbitrage, SA | 497,547 | $51.9M | 0.06% | −527,138−51.4% | Reduced |
| Aviva PLC | 500,737 | $52.2M | 0.14% | +119,703+31.4% | Added |
| Envestnet Asset Management Inc | 506,104 | $52.8M | 0.02% | +23,704+4.9% | Added |
| Korea Investment CORP | 507,806 | $52.9M | 0.13% | +14,840+3.0% | Added |
| Border to Coast Pensions Partnership Ltd | 550,000 | $57.4M | 1.35% | −1,589−0.3% | Reduced |
| State Board of Administration of Florida Retirement System | 558,425 | $58.2M | 0.11% | +29,737+5.6% | Added |
| Renaissance Technologies LLC | 561,263 | $58.5M | 0.10% | +141,600+33.7% | Added |
| Royal Bank of Canada | 583,666 | $60.8M | 0.01% | −140,133−19.4% | Reduced |
| Keybank National Association | 603,781 | $62.9M | 0.26% | +497,566+468.5% | Added |
| Neuberger Berman Group LLC | 614,057 | $64.0M | 0.05% | −27,417−4.3% | Reduced |
| Swedbank AB | 628,492 | $65.5M | 0.09% | −87,526−12.2% | Reduced |
| Capital Research Global Investors | 652,246 | $68.0M | 0.01% | +652,246 | New |
| Millennium Management LLC | 727,277 | $75.8M | 0.06% | −205,452−22.0% | Reduced |
| New York State Common Retirement Fund | 758,165 | $79.0M | 0.10% | +375,734+98.2% | Added |
| Bank of Montreal | 758,574 | $79.2M | 0.04% | +86,397+12.9% | Added |
| Bamco Inc | 810,074 | $84.5M | 0.24% | +134,711+19.9% | Added |
| D. E. Shaw & Co., Inc. | 825,054 | $86.0M | 0.12% | −171,461−17.2% | Reduced |
| Marshall Wace, LLP | 843,417 | $87.9M | 0.12% | −1,325,928−61.1% | Reduced |
| Adage Capital Partners GP, L.L.C. | 843,506 | $87.9M | 0.16% | +20,600+2.5% | Added |
| STRS Ohio | 884,401 | $92.2M | 0.36% | −101,578−10.3% | Reduced |
| California State Teachers Retirement System | 906,602 | $94.5M | 0.12% | +48,349+5.6% | Added |
| Nomura Asset Management Co Ltd | 906,914 | $94.5M | 0.32% | +98,457+12.2% | Added |
| UBS Asset Management Americas Inc | 937,715 | $97.8M | 0.03% | −4,930,463−84.0% | Reduced |
| Lasalle Investment Management Securities LLC | 940,518 | $98.0M | 4.20% | +234,123+33.1% | Added |
| California Public Employees Retirement System | 1,012,360 | $105.5M | 0.08% | +30,769+3.1% | Added |
| Heitman Real Estate Securities LLC | 1,029,567 | $107.3M | 6.79% | −370,838−26.5% | Reduced |
| Allianz Asset Management GmbH | 1,052,102 | $109.7M | 0.18% | +206,486+24.4% | Added |
| Wells Fargo & Company | 1,064,891 | $111.0M | 0.03% | +101,444+10.5% | Added |
| Pictet Asset Management Holding SA | 1,087,737 | $113.4M | 0.13% | −50,488−4.4% | Reduced |
| Public Employees Retirement System of Ohio | 1,112,612 | $116.0M | 0.45% | +82,224+8.0% | Added |
| Janus Henderson Group PLC | 1,136,439 | $118.6M | 0.06% | −273,005−19.4% | Reduced |
| Asset Management One Co.,Ltd. | 1,137,784 | $118.6M | 0.45% | +35,941+3.3% | Added |
| UBS Group AG | 1,153,645 | $120.3M | 0.04% | −358,067−23.7% | Reduced |
| Adelante Capital Management LLC | 1,154,620 | $120.4M | 9.51% | −160,112−12.2% | Reduced |
| Standard Life Aberdeen plc | 1,163,044 | $121.2M | 0.23% | −93,437−7.4% | Reduced |
| National Pension Service | 1,165,091 | $121.5M | 0.14% | +65,275+5.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,168,928 | $121.9M | 0.15% | +188,846+19.3% | Added |
| Citigroup Inc | 1,171,693 | $122.1M | 0.12% | +588,238+100.8% | Added |
| Great West Life Assurance Co | 1,182,587 | $123.4M | 0.23% | +117,810+11.1% | Added |
| Rhumbline Advisers | 1,202,720 | $125.4M | 0.12% | +83,635+7.5% | Added |
| Nordea Investment Management AB | 1,212,604 | $125.9M | 0.15% | +94,271+8.4% | Added |
| APG Asset Management US Inc. | 1,237,867 | $128.7M | 0.74% | +85,000+7.4% | Added |
| Alliancebernstein L.P. | 1,259,547 | $131.3M | 0.05% | −44,523−3.4% | Reduced |
| Barclays PLC | 1,303,558 | $135.9M | 0.06% | +26,366+2.1% | Added |
| Aew Capital Management L P | 1,352,096 | $141.0M | 6.82% | +61,880+4.8% | Added |
| American Century Companies Inc | 1,404,781 | $146.4M | 0.09% | +129,270+10.1% | Added |
| Schroder Investment Management Group | 1,453,686 | $151.5M | 0.17% | +390,054+36.7% | Added |
| HSBC Holdings PLC | 1,500,122 | $156.4M | 0.10% | −300,364−16.7% | Reduced |
| Swiss National Bank | 1,684,300 | $175.6M | 0.12% | +26,700+1.6% | Added |
| Cbre Clarion Securities LLC | 1,869,543 | $194.9M | 3.57% | −958,719−33.9% | Reduced |
| Ameriprise Financial Inc | 1,935,578 | $198.2M | 0.05% | −125,232−6.1% | Reduced |
| Qube Research & Technologies Ltd | 2,020,403 | $210.6M | 0.39% | +289,128+16.7% | Added |
| Macquarie Group Ltd | 2,042,655 | $212.9M | 0.24% | −37,198−1.8% | Reduced |
| Canada Pension Plan Investment Board | 2,112,452 | $220.2M | 0.22% | +417,046+24.6% | Added |
| Voya Investment Management LLC | 2,141,365 | $223.1M | 0.22% | +172,443+8.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,255,573 | $235.1M | 0.26% | +2,152,015+2,078.1% | Added |
| PGGM Investments | 2,328,566 | $242.8M | 3.47% | −89,941−3.7% | Reduced |
| Duff & Phelps Investment Management Co | 2,445,827 | $255.0M | 3.25% | +2,445,827 | New |
| Prudential Financial Inc | 2,566,779 | $267.6M | 0.40% | −229,186−8.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,622,524 | $273.4M | 0.20% | +145,142+5.9% | Added |
| SEI Investments Co | 2,748,062 | $286.5M | 0.41% | +134,611+5.2% | Added |
| Amundi | 3,084,363 | $324.9M | 0.12% | −142,171−4.4% | Reduced |
| Zimmer Partners, LP | 3,316,750 | $345.8M | 6.59% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 3,904,505 | $407.0M | 0.08% | +444,803+12.9% | Added |
| Bank of New York Mellon Corp | 4,026,158 | $419.7M | 0.08% | +139,430+3.6% | Added |
| Russell Investments Group, Ltd. | 4,179,262 | $435.4M | 0.70% | −254,554−5.7% | Reduced |
| Nuveen Asset Management, LLC | 4,757,865 | $496.0M | 0.15% | +82,023+1.8% | Added |
| Centersquare Investment Management LLC | 5,277,715 | $550.2M | 5.95% | −51,533−1.0% | Reduced |
| Deutsche Bank AG | 5,513,968 | $574.8M | 0.26% | +91,113+1.7% | Added |
| Northern Trust Corp | 5,707,187 | $595.0M | 0.10% | +278,244+5.1% | Added |
| Charles Schwab Investment Management Inc | 6,019,881 | $627.6M | 0.12% | +11,362+0.2% | Added |
| Resolution Capital Ltd | 6,818,568 | $710.8M | 13.37% | −37,801−0.6% | Reduced |
| Invesco Ltd. | 6,875,878 | $716.8M | 0.15% | −369,682−5.1% | Reduced |
| Price T Rowe Associates Inc | 6,876,954 | $716.9M | 0.09% | +177,273+2.6% | Added |
| Daiwa Securities Group Inc. | 7,218,284 | $752.5M | 4.00% | −719,591−9.1% | Reduced |
| Legal & General Group Plc | 7,330,866 | $764.2M | 0.22% | −154,787−2.1% | Reduced |
| Morgan Stanley | 7,365,916 | $767.9M | 0.06% | −21,632−0.3% | Reduced |
| Dimensional Fund Advisors LP | 7,814,741 | $814.7M | 0.21% | +62,942+0.8% | Added |
| FMR LLC | 10,450,719 | $1.09B | 0.07% | −1,038,104−9.0% | Reduced |
| Principal Financial Group Inc | 12,439,176 | $1.30B | 0.77% | −19,449−0.2% | Reduced |
| JPMorgan Chase & Co | 12,825,588 | $1.34B | 0.12% | +6,116,535+91.2% | Added |
| Geode Capital Management, LLC | 13,090,925 | $1.36B | 0.12% | −690,079−5.0% | Reduced |
| Wellington Management Group LLP | 16,888,514 | $1.76B | 0.31% | +247,952+1.5% | Added |
| Bank of America Corp | 17,850,017 | $1.86B | 0.18% | +1,646,983+10.2% | Added |
| Norges Bank | 32,912,525 | $3.43B | 0.51% | +5,702,470+21.0% | Added |
| State Street Corp | 35,613,042 | $3.71B | 0.16% | +2,064,299+6.2% | Added |
| Capital International Investors | 35,945,382 | $3.75B | 0.77% | +6,709,056+22.9% | Added |
| Cohen & Steers, Inc. | 38,916,093 | $4.06B | 8.50% | −617,035−1.6% | Reduced |
| BlackRock Inc. | 58,975,979 | $6.15B | 0.14% | −158,580−0.3% | Reduced |
| Vanguard Group Inc | 94,377,394 | $9.84B | 0.19% | +5,189,510+5.8% | Added |