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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.

Institutional holdersQ2 2024: 1,001 institutions
Q1 2021: 735 institutionsQ2 2021: 759 institutionsQ3 2021: 763 institutionsQ4 2021: 807 institutionsQ1 2022: 847 institutionsQ2 2022: 819 institutionsQ3 2022: 786 institutionsQ4 2022: 799 institutionsQ1 2023: 776 institutionsQ2 2023: 813 institutionsQ3 2023: 828 institutionsQ4 2023: 935 institutionsQ1 2024: 963 institutionsQ2 2024: 1,001 institutionsQ3 2024: 1,064 institutionsQ4 2024: 1,132 institutionsQ1 2025: 1,237 institutionsQ2 2025: 1,266 institutionsQ3 2025: 1,337 institutionsQ4 2025: 1,438 institutionsQ1 2026: 1,498 institutionsQ2 2026: 1,602 institutions
Value heldQ2 2024: $61.0B
Q1 2021: $27.4BQ2 2021: $33.4BQ3 2021: $33.6BQ4 2021: $36.5BQ1 2022: $42.3BQ2 2022: $37.4BQ3 2022: $29.8BQ4 2022: $30.9BQ1 2023: $34.5BQ2 2023: $39.9BQ3 2023: $42.1BQ4 2023: $48.6BQ1 2024: $52.6BQ2 2024: $61.0BQ3 2024: $76.9BQ4 2024: $77.9BQ1 2025: $97.4BQ2 2025: $99.5BQ3 2025: $111.3BQ4 2025: $125.5BQ1 2026: $133.3BQ2 2026: $160.7B
Institutions holding WELL and their total value by quarter
QuarterHoldersValue
Q2 20261,602$160.7B
Q1 20261,498$133.3B
Q4 20251,438$125.5B
Q3 20251,337$111.3B
Q2 20251,266$99.5B
Q1 20251,237$97.4B
Q4 20241,132$77.9B
Q3 20241,064$76.9B
Q2 20241,001$61.0B
Q1 2024963$52.6B
Q4 2023935$48.6B
Q3 2023828$42.1B
Q2 2023813$39.9B
Q1 2023776$34.5B
Q4 2022799$30.9B
Q3 2022786$29.8B
Q2 2022819$37.4B
Q1 2022847$42.3B
Q4 2021807$36.5B
Q3 2021763$33.6B
Q2 2021759$33.4B
Q1 2021735$27.4B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q1 2024.

Institutions holding WELL in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Transamerica Financial Advisors, Inc.1––00.0%Unchanged
Psagot Value Holdings Ltd. / (Israel)0$00.00%−27−100.0%Sold out
Boston Partners0$00.00%−1,314,479−100.0%Sold out
ING Groep NV0$00.00%−313,817−100.0%Sold out
Susquehanna Portfolio Strategies, LLC0$00.00%−221,682−100.0%Sold out
Waterfront Capital Partners, LLC0$00.00%−157,000−100.0%Sold out
American International Group, Inc.0$00.00%−149,425−100.0%Sold out
Moore Capital Management, LP0$00.00%−118,100−100.0%Sold out
Texas Permanent School Fund0$00.00%−114,407−100.0%Sold out
Twinbeech Capital LP0$00.00%−96,321−100.0%Sold out
Gillson Capital LP0$00.00%−88,500−100.0%Sold out
Caisse de Depot Et Placement du Quebec0$00.00%−81,600−100.0%Sold out
Lighthouse Investment Partners, LLC0$00.00%−60,000−100.0%Sold out
DoubleLine ETF Adviser LP0$00.00%−42,210−100.0%Sold out
Metropolitan Life Insurance Co0$00.00%−39,413−100.0%Sold out
Winton Group Ltd0$00.00%−22,953−100.0%Sold out
Pinebridge Investments, L.P.0$00.00%−22,888−100.0%Sold out
Engineers Gate Manager LP0$00.00%−19,688−100.0%Sold out
Dean Capital Management0$00.00%−15,042−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−14,194−100.0%Sold out
Alberta Investment Management Corp0$00.00%−11,700−100.0%Sold out
Capital Group Investment Management Pte. Ltd.0$00.00%−10,629−100.0%Sold out
Stevens Capital Management LP0$00.00%−9,978−100.0%Sold out
Man Group plc0$00.00%−9,699−100.0%Sold out
Quadrature Capital Ltd0$00.00%−8,228−100.0%Sold out
Lincoln National Corp0$00.00%−7,707−100.0%Sold out
Machina Capital S.A.S.0$00.00%−7,482−100.0%Sold out
GTS Securities LLC0$00.00%−6,701−100.0%Sold out
Magnetar Financial LLC0$00.00%−6,551−100.0%Sold out
Westwood Holdings Group Inc.0$00.00%−6,000−100.0%Sold out
Alyeska Investment Group, L.P.0$00.00%−5,790−100.0%Sold out
Capula Management Ltd0$00.00%−5,627−100.0%Sold out
Alethea Capital Management, LLC0$00.00%−5,296−100.0%Sold out
Retirement Guys Formula LLC0$00.00%−5,087−100.0%Sold out
Strategy Asset Managers LLC0$00.00%−4,630−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−4,561−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−4,408−100.0%Sold out
HGI Capital Management, LLC0$00.00%−4,269−100.0%Sold out
BBR Partners, LLC0$00.00%−3,864−100.0%Sold out
Wendell David Associates Inc0$00.00%−3,850−100.0%Sold out
Convergence Investment Partners, LLC0$00.00%−3,842−100.0%Sold out
Kapitalo Investimentos Ltda0$00.00%−3,439−100.0%Sold out
Insigneo Advisory Services, LLC0$00.00%−3,423−100.0%Sold out
Group One Trading, L.P.0$00.00%−2,847−100.0%Sold out
AlphaMark Advisors, LLC0$00.00%−2,759−100.0%Sold out
Versor Investments LP0$00.00%−2,747−100.0%Sold out
Horizon Wealth Management, LLC0$00.00%−2,643−100.0%Sold out
Angeles Investment Advisors, LLC0$00.00%−2,394−100.0%Sold out
Armor Investment Advisors, LLC0$00.00%−2,308−100.0%Sold out
Balentine LLC0$00.00%−2,173−100.0%Sold out
Pineridge Advisors LLC0$00.00%−1,714−100.0%Sold out
Cornerstone Advisors, LLC0$00.00%−1,400−100.0%Sold out
Mirova0$00.00%−1,283−100.0%Sold out
Trust Co0$00.00%−850−100.0%Sold out
Larson Financial Group LLC0$00.00%−400−100.0%Sold out
Your Advocates Ltd., LLP0$00.00%−250−100.0%Sold out
EntryPoint Capital, LLC0$00.00%−210−100.0%Sold out
New Covenant Trust Company, N.A.0$00.00%−207−100.0%Sold out
Mma Asset Management LLC0$00.00%−199−100.0%Sold out
JFS Wealth Advisors, LLC0$00.00%−177−100.0%Sold out
St Germain D J Co Inc0$00.00%−100−100.0%Sold out
Delta Asset Management LLC0$00.00%−100−100.0%Sold out
Logan Capital Management Inc0$00.00%−100−100.0%Sold out
Headlands Technologies LLC0$00.00%−78−100.0%Sold out
Sugarloaf Wealth Management, LLC0$00.00%−57−100.0%Sold out
Tidemark, LLC0$00.00%−22−100.0%Sold out
Westend Capital Management, LLC0$00.00%−21−100.0%Sold out
Financial Synergies Wealth Advisors, Inc.0$00.00%−19−100.0%Sold out
Anchor Investment Management, LLC0$00.00%−10−100.0%Sold out
Johnson Financial Group, Inc.0$00.00%−6−100.0%Sold out
BBJS Financial Advisors, LLC0$00.00%−1−100.0%Sold out
Credit Suisse AG––––Not filed
Manning & Napier Group, LLC––––Not filed
Degroof Petercam Asset Management––––Not filed
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund––––Not filed
Shell Asset Management Co––––Not filed
Imprint Wealth LLC––––Not filed
Handelsinvest Investeringsforvaltning––––Not filed
Summit Financial Group Inc––––Not filed
Panoramic Investment Advisors, LLC––––Not filed
Eudaimonia Advisors LLC––––Not filed
Cipher Capital LP––––Not filed
Cutler Group LP––––Not filed
Pflug Koory, LLC––––Not filed
InterOcean Capital Group, LLC––––Not filed
FSA Wealth Management LLC––––Not filed
Cambridge Trust Co––––Not filed