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