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