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 |
|---|---|---|---|---|---|
| First Trust Advisors LP | 91,347 | $9.52M | 0.01% | −14,717−13.9% | Reduced |
| Vident Advisory, LLC | 93,294 | $9.73M | 0.27% | +28,476+43.9% | Added |
| DnB Asset Management AS | 95,570 | $9.96M | 0.05% | +7,432+8.4% | Added |
| Commonwealth Equity Services, LLC | 96,710 | $10.1M | 0.02% | +597+0.6% | Added |
| Utah Retirement Systems | 97,503 | $10.2M | 0.12% | +1,400+1.5% | Added |
| Forsta Ap-Fonden | 97,900 | $10.2M | 0.09% | −11,800−10.8% | Reduced |
| Prudential PLC | 98,529 | $10.3M | 0.07% | +12,598+14.7% | Added |
| Westpac Banking Corp | 102,313 | $10.7M | 0.85% | +4,120+4.2% | Added |
| Yousif Capital Management, LLC | 102,541 | $10.7M | 0.12% | +4,708+4.8% | Added |
| SG Americas Securities, LLC | 102,907 | $10.7M | 0.07% | −73,784−41.8% | Reduced |
| Makena Capital Management LLC | 104,427 | $10.9M | 2.52% | +11,633+12.5% | Added |
| British Columbia Investment Management Corp | 108,960 | $11.4M | 0.07% | +42,671+64.4% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 112,756 | $11.8M | 0.06% | +4,800+4.4% | Added |
| Balyasny Asset Management LLC | 113,127 | $11.8M | 0.03% | +113,127 | New |
| Czech National Bank | 113,938 | $11.9M | 0.14% | +16,555+17.0% | Added |
| ProShare Advisors LLC | 114,337 | $11.9M | 0.03% | +13,076+12.9% | Added |
| Capital Fund Management S.A. | 115,681 | $12.1M | 0.14% | +115,681 | New |
| Cercano Management LLC | 115,822 | $12.1M | 0.32% | 00.0% | Unchanged |
| Connors Investor Services Inc | 118,125 | $12.3M | 1.28% | +410+0.3% | Added |
| Teacher Retirement System of Texas | 119,203 | $12.4M | 0.07% | +45,137+60.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 119,430 | $12.5M | 0.03% | +1,754+1.5% | Added |
| Calamos Advisors LLC | 119,823 | $12.5M | 0.06% | −4,374−3.5% | Reduced |
| Amalgamated Bank | 120,005 | $12.5M | 0.11% | +6,148+5.4% | Added |
| Thrivent Financial for Lutherans | 121,124 | $12.6M | 0.03% | −63,633−34.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 121,278 | $12.6M | 0.11% | +2,878+2.4% | Added |
| Two Sigma Investments, LP | 123,300 | $12.9M | 0.03% | +69,998+131.3% | Added |
| Voloridge Investment Management, LLC | 123,509 | $12.9M | 0.05% | +123,509 | New |
| USS Investment Management Ltd | 123,855 | $12.9M | 0.10% | +2,177+1.8% | Added |
| Oversea-Chinese Banking CORP Ltd | 125,133 | $13.0M | 0.39% | +2,568+2.1% | Added |
| Vestcor Inc | 125,482 | $13.1M | 0.44% | −450.0% | Reduced |
| Tiaa Trust, National Association | 128,848 | $13.4M | 0.04% | −33,609−20.7% | Reduced |
| Guggenheim Capital LLC | 129,294 | $13.5M | 0.10% | −12,265−8.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 131,000 | $13.7M | 0.04% | −240,855−64.8% | Reduced |
| Epoch Investment Partners, Inc. | 131,602 | $13.7M | 0.06% | −5,537−4.0% | Reduced |
| Varma Mutual Pension Insurance Co | 132,176 | $13.8M | 0.11% | −13,224−9.1% | Reduced |
| TCW Group Inc | 135,135 | $14.1M | 0.13% | +40,719+43.1% | Added |
| AQR Capital Management LLC | 136,045 | $14.1M | 0.02% | −4,955−3.5% | Reduced |
| Andra AP-fonden | 138,200 | $14.4M | 0.24% | +63,700+85.5% | Added |
| Ensign Peak Advisors, Inc | 138,654 | $14.5M | 0.03% | +95,559+221.7% | Added |
| Manning & Napier Advisors LLC | 141,643 | $14.8M | 0.17% | +141,643 | New |
| Mackenzie Financial Corp | 143,698 | $15.0M | 0.02% | +86,602+151.7% | Added |
| Nissay Asset Management Corp | 144,977 | $15.1M | 0.10% | +12,858+9.7% | Added |
| Corebridge Financial, Inc. | 152,668 | $15.9M | 0.09% | +152,668 | New |
| New York Life Investment Management LLC | 153,593 | $16.0M | 0.16% | −3,972−2.5% | Reduced |
| NewEdge Wealth, LLC | 158,225 | $16.5M | 0.36% | +4,484+2.9% | Added |
| Susquehanna Fundamental Investments, LLC | 160,576 | $16.7M | 0.39% | +54,776+51.8% | Added |
| Creative Planning | 161,395 | $16.8M | 0.02% | +7,329+4.8% | Added |
| State of Michigan Retirement System | 163,709 | $17.1M | 0.09% | +12,100+8.0% | Added |
| National Bank of Canada | 164,331 | $17.1M | 0.03% | +41,983+34.3% | Added |
| Arizona State Retirement System | 164,921 | $17.2M | 0.11% | +6,093+3.8% | Added |
| Chilton Capital Management LLC | 166,461 | $17.4M | 0.78% | −35,436−17.6% | Reduced |
| Stifel Financial Corp | 169,289 | $17.6M | 0.02% | +22,654+15.4% | Added |
| Susquehanna International Group, LLP | 171,714 | $17.9M | 0.03% | +55,079+47.2% | Added |
| MetLife Investment Management | 177,628 | $18.5M | 0.11% | +48,026+37.1% | Added |
| Umb Bank N A | 178,311 | $18.6M | 0.30% | −370−0.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 179,330 | $18.7M | 0.22% | +11,627+6.9% | Added |
| Vert Asset Management LLC | 179,633 | $18.7M | 7.46% | −3,420−1.9% | Reduced |
| Storebrand Asset Management AS | 185,570 | $19.3M | 0.06% | +22,436+13.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 186,974 | $19.5M | 0.05% | −596,246−76.1% | Reduced |
| Candriam Luxembourg S.C.A. | 191,716 | $20.0M | 0.12% | +2,855+1.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 197,056 | $20.5M | 0.03% | +9,343+5.0% | Added |
| TD Asset Management Inc | 204,197 | $21.3M | 0.02% | +17,337+9.3% | Added |
| LPL Financial LLC | 205,674 | $21.4M | 0.01% | +28,407+16.0% | Added |
| Cerity Partners LLC | 208,297 | $21.7M | 0.06% | +24,059+13.1% | Added |
| The PNC Financial Services Group, Inc. | 212,764 | $22.2M | 0.01% | −6,821−3.1% | Reduced |
| HBK Investments L P | 226,171 | $23.6M | 0.57% | +35,339+18.5% | Added |
| Ci Investments Inc. | 229,660 | $23.9M | 0.09% | +19,656+9.4% | Added |
| Royal London Asset Management Ltd | 232,457 | $24.2M | 0.06% | +18,247+8.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 236,113 | $24.6M | 0.16% | +16,389+7.5% | Added |
| Van Eck Associates Corp | 237,539 | $24.8M | 0.04% | −2,160−0.9% | Reduced |
| Victory Capital Management Inc | 238,332 | $24.8M | 0.02% | +3,980+1.7% | Added |
| State of Tennessee, Treasury Department | 239,349 | $25.0M | 0.09% | +106,258+79.8% | Added |
| Braun Stacey Associates Inc | 241,582 | $25.2M | 0.98% | +241,582 | New |
| Danske Bank A/S | 249,510 | $26.0M | 0.10% | −28,900−10.4% | Reduced |
| Employees Retirement System of Texas | 250,000 | $26.1M | 0.24% | +5,000+2.0% | Added |
| IFM Investors Pty Ltd | 254,571 | $26.5M | 0.27% | +146,828+136.3% | Added |
| B&I Capital AG | 255,750 | $26.7M | 8.53% | −28,500−10.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 265,577 | $27.7M | 0.07% | −145,762−35.4% | Reduced |
| Los Angeles Capital Management LLC | 271,249 | $28.3M | 0.10% | +74,496+37.9% | Added |
| FIL Ltd | 284,858 | $29.7M | 0.03% | −83,344−22.6% | Reduced |
| Toronto Dominion Bank | 290,588 | $30.3M | 0.05% | −30,449−9.5% | Reduced |
| Treasurer of the State of North Carolina | 291,072 | $30.3M | 0.13% | +2,681+0.9% | Added |
| Handelsbanken Fonder AB | 294,649 | $30.7M | 0.13% | +62,140+26.7% | Added |
| Natixis | 304,798 | $31.8M | 0.20% | −16,023−5.0% | Reduced |
| Natixis Advisors, L.P. | 314,000 | $32.7M | 0.07% | +41,105+15.1% | Added |
| Nisa Investment Advisors, LLC | 323,537 | $33.7M | 0.21% | +14,017+4.5% | Added |
| Chevy Chase Trust Holdings, Inc. | 327,973 | $34.2M | 0.11% | +19,963+6.5% | Added |
| Hazelview Securities Inc. | 325,502 | $34.3M | 6.48% | +90,851+38.7% | Added |
| GEM Realty Capital | 329,389 | $34.3M | 3.96% | +38,425+13.2% | Added |
| Brookfield Asset Management Inc. | 336,198 | $35.0M | 0.22% | −51,633−13.3% | Reduced |
| Resona Asset Management Co.,Ltd. | 341,384 | $35.4M | 0.21% | +27,609+8.8% | Added |
| Bowen Hanes & Co Inc | 348,123 | $36.3M | 1.01% | −2,800−0.8% | Reduced |
| State of Wisconsin Investment Board | 350,416 | $36.5M | 0.10% | −28,050−7.4% | Reduced |
| Capital International Inc | 353,123 | $36.8M | 0.49% | +50,302+16.6% | Added |
| Jane Street Group, LLC | 354,973 | $37.0M | 0.04% | +286,084+415.3% | Added |
| State of Alaska, Department of Revenue | 355,060 | $37.0M | 0.42% | +14,409+4.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 375,450 | $39.1M | 0.13% | +20,048+5.6% | Added |
| Franklin Resources Inc | 378,999 | $39.5M | 0.01% | −6,022−1.6% | Reduced |
| UniSuper Management Pty Ltd | 380,535 | $39.7M | 0.33% | +23,161+6.5% | Added |
| Uniplan Investment Counsel, Inc. | 382,867 | $39.9M | 3.63% | −71,100−15.7% | Reduced |