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 |
|---|---|---|---|---|---|
| Kornitzer Capital Management Inc | 33,090 | $3.45M | 0.07% | 00.0% | Unchanged |
| Pensionfund Sabic | 33,259 | $3.47M | 1.02% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 33,800 | $3.52M | 0.07% | +1,600+5.0% | Added |
| Sarasin & Partners LLP | 33,962 | $3.54M | 0.03% | −2,030−5.6% | Reduced |
| Securian Asset Management, Inc | 34,380 | $3.58M | 0.10% | +1,782+5.5% | Added |
| Swiss Life Asset Management Ltd | 34,409 | $3.59M | 0.04% | +10,824+45.9% | Added |
| D L Carlson Investment Group Inc | 34,795 | $3.63M | 0.70% | −379−1.1% | Reduced |
| Naviter Wealth, LLC | 34,850 | $3.63M | 0.54% | +2,028+6.2% | Added |
| MML Investors Services, LLC | 35,020 | $3.65M | 0.01% | +311+0.9% | Added |
| Spirit of America Management Corp | 35,175 | $3.67M | 0.74% | +1,300+3.8% | Added |
| Brown Advisory Inc | 35,404 | $3.69M | 0.00% | −1,130−3.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 35,406 | $3.69M | 0.06% | +11,022+45.2% | Added |
| Gotham Asset Management, LLC | 35,448 | $3.70M | 0.05% | +5,716+19.2% | Added |
| Jefferies Financial Group Inc. | 35,499 | $3.70M | 0.07% | +1,900+5.7% | Added |
| CI Private Wealth, LLC | 36,090 | $3.76M | 0.01% | +1,434+4.1% | Added |
| KMG Fiduciary Partners, LLC | 36,687 | $3.82M | 0.38% | −130.0% | Reduced |
| Hartford Investment Management Co | 38,339 | $4.00M | 0.14% | +2,558+7.1% | Added |
| Oppenheimer Asset Management Inc. | 38,573 | $4.02M | 0.05% | +2,223+6.1% | Added |
| KBC Group NV | 38,805 | $4.04M | 0.01% | +4,065+11.7% | Added |
| ExodusPoint Capital Management, LP | 39,074 | $4.07M | 0.04% | −324,442−89.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 39,805 | $4.15M | 0.00% | −1,027−2.5% | Reduced |
| MBB Public Markets I LLC | 40,275 | $4.20M | 0.09% | +32,509+418.6% | Added |
| Avantax Advisory Services, Inc. | 41,336 | $4.31M | 0.03% | +34,321+489.3% | Added |
| Pacer Advisors, Inc. | 42,133 | $4.39M | 0.01% | +4,531+12.0% | Added |
| Advisors Asset Management, Inc. | 42,465 | $4.43M | 0.09% | +4,748+12.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 43,220 | $4.51M | 0.05% | +7,125+19.7% | Added |
| Consolidated Planning Corp | 43,438 | $4.53M | 0.75% | +43,438 | New |
| CIBC World Markets Inc. | 43,474 | $4.53M | 0.01% | −176,600−80.2% | Reduced |
| Quantbot Technologies LP | 43,676 | $4.55M | 0.22% | −33,250−43.2% | Reduced |
| Fred Alger Management, LLC | 43,727 | $4.56M | 0.02% | +3,470+8.6% | Added |
| Pathstone Holdings, LLC | 44,061 | $4.59M | 0.02% | +668+1.5% | Added |
| Wealthfront Advisers LLC | 44,657 | $4.66M | 0.02% | +5,572+14.3% | Added |
| 1832 Asset Management L.P. | 44,700 | $4.66M | 0.01% | +4,800+12.0% | Added |
| Kentucky Retirement Systems | 45,057 | $4.70M | 0.14% | +3,025+7.2% | Added |
| Gulf International Bank (UK) Ltd | 45,373 | $4.73M | 0.12% | −5,284−10.4% | Reduced |
| US Bancorp | 46,072 | $4.80M | 0.01% | +1,317+2.9% | Added |
| Mizuho Securities USA LLC | 46,105 | $4.81M | 0.11% | +46,105 | New |
| Maryland State Retirement & Pension System | 46,122 | $4.81M | 0.09% | +8,176+21.5% | Added |
| Callahan Advisors, LLC | 47,091 | $4.91M | 0.51% | +1,109+2.4% | Added |
| Peapack Gladstone Financial Corp | 47,300 | $4.93M | 0.08% | +936+2.0% | Added |
| Windward Capital Management Co | 47,819 | $4.99M | 0.42% | −1,314−2.7% | Reduced |
| Norinchukin Bank, The | 48,105 | $5.01M | 0.14% | +3,186+7.1% | Added |
| O'Shaughnessy Asset Management, LLC | 49,885 | $5.20M | 0.05% | +8,112+19.4% | Added |
| Carret Asset Management, LLC | 49,921 | $5.20M | 0.61% | −1,900−3.7% | Reduced |
| JustInvest LLC | 50,995 | $5.29M | 0.10% | +5,118+11.2% | Added |
| Garland Capital Management Inc | 51,088 | $5.33M | 3.76% | −753−1.5% | Reduced |
| Oregon Public Employees Retirement Fund | 51,360 | $5.35M | 0.11% | +4,010+8.5% | Added |
| Kempen Capital Management N.V. | 53,243 | $5.55M | 0.06% | +16,462+44.8% | Added |
| Janney Montgomery Scott LLC | 54,203 | $5.65M | 0.02% | −463−0.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 65,745 | $5.69M | 0.03% | −84,395−56.2% | Reduced |
| QRG Capital Management, Inc. | 55,333 | $5.77M | 0.07% | +2,547+4.8% | Added |
| Allspring Global Investments Holdings, LLC | 55,401 | $5.78M | 0.01% | +1,669+3.1% | Added |
| Advisors Management Group Inc | 55,464 | $5.78M | 1.44% | −693−1.2% | Reduced |
| Elo Mutual Pension Insurance Co | 55,713 | $5.81M | 0.14% | +5,223+10.3% | Added |
| Harbour Trust & Investment Management Co | 55,723 | $5.81M | 0.69% | +1,695+3.1% | Added |
| Fifth Third Bancorp | 56,258 | $5.86M | 0.02% | +14,165+33.7% | Added |
| Truist Financial Corp | 57,023 | $5.94M | 0.01% | −4,094−6.7% | Reduced |
| Agf Management Ltd | 59,684 | $6.22M | 0.03% | +40,075+204.4% | Added |
| Pinnacle Associates Ltd | 60,246 | $6.28M | 0.10% | −743−1.2% | Reduced |
| Credit Agricole S A | 60,306 | $6.29M | 0.04% | +13,106+27.8% | Added |
| Tower Research Capital LLC (TRC) | 60,426 | $6.30M | 0.11% | +31,650+110.0% | Added |
| Factory Mutual Insurance Co | 60,700 | $6.33M | 0.07% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 60,824 | $6.34M | 0.26% | +2,440+4.2% | Added |
| Pensionfund DSM Netherlands | 63,753 | $6.65M | 3.53% | 00.0% | Unchanged |
| APG Asset Management N.V. | 69,017 | $6.71M | 0.01% | +48,000+228.4% | Added |
| Bank of Nova Scotia | 64,720 | $6.75M | 0.01% | −4,437−6.4% | Reduced |
| Squarepoint Ops LLC | 65,377 | $6.82M | 0.03% | −37,932−36.7% | Reduced |
| Rockefeller Capital Management L.P. | 65,806 | $6.86M | 0.02% | +11,913+22.1% | Added |
| HighTower Advisors, LLC | 67,143 | $6.99M | 0.01% | −349−0.5% | Reduced |
| Ethic Inc. | 67,054 | $6.99M | 0.16% | +3,852+6.1% | Added |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 68,539 | $7.14M | 0.08% | +68,539 | New |
| Windle Wealth, LLC | 68,859 | $7.18M | 4.38% | −2,817−3.9% | Reduced |
| CNH Partners LLC | 72,318 | $7.50M | 0.19% | +11,218+18.4% | Added |
| Capital Group Private Client Services, Inc. | 73,743 | $7.69M | 0.08% | +32,224+77.6% | Added |
| Central Trust Co | 75,026 | $7.82M | 0.19% | −2,216−2.9% | Reduced |
| M&T Bank Corp | 75,469 | $7.87M | 0.03% | +5,658+8.1% | Added |
| CIBC World Markets Corp | 75,527 | $7.87M | 0.05% | −152,320−66.9% | Reduced |
| Metis Global Partners, LLC | 75,999 | $7.92M | 0.27% | +9,833+14.9% | Added |
| Mariner, LLC | 76,149 | $7.94M | 0.02% | +1,154+1.5% | Added |
| Sanctuary Advisors, LLC | 84,358 | $7.96M | 0.06% | +84,358 | New |
| Public Employees Retirement Association of Colorado | 79,145 | $8.25M | 0.03% | −45−0.1% | Reduced |
| CIBC Asset Management Inc | 79,919 | $8.33M | 0.03% | +3,181+4.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 80,295 | $8.37M | 0.02% | +80,295 | New |
| Xponance, Inc. | 80,771 | $8.42M | 0.09% | +4,036+5.3% | Added |
| Transform Wealth, LLC | 80,863 | $8.43M | 0.63% | +10,000+14.1% | Added |
| Advisor Group Holdings, Inc. | 81,017 | $8.45M | 0.02% | −3,586−4.2% | Reduced |
| Tredje AP-fonden | 81,421 | $8.49M | 0.08% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 81,713 | $8.52M | 0.09% | −7,304−8.2% | Reduced |
| GSI Capital Advisors LLC | 81,916 | $8.54M | 5.04% | +8,827+12.1% | Added |
| Captrust Financial Advisors | 82,524 | $8.60M | 0.03% | −4,112−4.7% | Reduced |
| Rafferty Asset Management, LLC | 82,554 | $8.61M | 0.03% | +16,257+24.5% | Added |
| AMF Pensionsforsakring AB | 83,047 | $8.67M | 0.06% | +17,589+26.9% | Added |
| Trust Co of Toledo NA | 84,498 | $8.81M | 1.27% | −71−0.1% | Reduced |
| Acadian Asset Management LLC | 85,080 | $8.87M | 0.03% | +84,311+10,963.7% | Added |
| Cetera Investment Advisers | 85,691 | $8.93M | 0.02% | +3,517+4.3% | Added |
| Public Sector Pension Investment Board | 86,349 | $9.00M | 0.06% | 00.0% | Unchanged |
| Liberty Mutual Group Asset Management Inc. | 87,163 | $9.09M | 1.34% | +2,867+3.4% | Added |
| Venture Visionary Partners LLC | 87,768 | $9.15M | 0.42% | −475−0.5% | Reduced |
| Citadel Advisors LLC | 88,916 | $9.27M | 0.01% | −362,634−80.3% | Reduced |
| LGT Group Foundation | 90,013 | $9.38M | 0.15% | −32,468−26.5% | Reduced |