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, Q3 2024
Institutional positions in Welltower Inc. as of Sep 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
- 1,064
- +76 vs. Q2 2024
- Shares held
- 601.3M
- +75.8M (+14.4%) vs. Q2 2024
- Total value
- $76.9B
- +$22.2B (+40.5%) vs. Q2 2024
- New holders
- 138
- 405 more added
- Sold out
- 62
- 356 more reduced
13 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 95,683,214 | $12.3B | 0.22% | +1,305,820+1.4% | Added |
| BlackRock, Inc. | 61,536,936 | $7.88B | 0.17% | +61,536,936 | New |
| Cohen & Steers, Inc. | 38,025,738 | $4.87B | 8.66% | −890,355−2.3% | Reduced |
| Capital International Investors | 36,777,912 | $4.71B | 0.90% | +832,530+2.3% | Added |
| State Street Corp | 35,629,771 | $4.56B | 0.19% | +16,7290.0% | Added |
| Norges Bank | 31,495,212 | $4.03B | 0.56% | −1,417,313−4.3% | Reduced |
| Wellington Management Group LLP | 18,685,844 | $2.39B | 0.42% | +1,797,330+10.6% | Added |
| Bank of America Corp | 17,054,177 | $2.18B | 0.19% | −795,840−4.5% | Reduced |
| FMR LLC | 14,428,564 | $1.85B | 0.11% | +3,977,845+38.1% | Added |
| Geode Capital Management, LLC | 12,914,347 | $1.65B | 0.13% | −176,578−1.3% | Reduced |
| JPMorgan Chase & Co | 12,732,586 | $1.63B | 0.13% | −93,002−0.7% | Reduced |
| Principal Financial Group Inc | 12,174,792 | $1.56B | 0.85% | −264,384−2.1% | Reduced |
| Dimensional Fund Advisors LP | 7,758,439 | $993.3M | 0.24% | −56,302−0.7% | Reduced |
| Invesco Ltd. | 7,418,346 | $949.8M | 0.18% | +542,468+7.9% | Added |
| Morgan Stanley | 7,190,531 | $920.6M | 0.07% | −175,385−2.4% | Reduced |
| Legal & General Group Plc | 7,127,541 | $912.5M | 0.24% | −203,325−2.8% | Reduced |
| UBS Asset Management Americas Inc | 6,920,426 | $886.0M | 0.23% | +5,982,711+638.0% | Added |
| Daiwa Securities Group Inc. | 6,698,839 | $857.7M | 3.96% | −519,445−7.2% | Reduced |
| Price T Rowe Associates Inc | 6,351,430 | $813.2M | 0.09% | −525,524−7.6% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,284,754 | $804.6M | 0.83% | +4,029,181+178.6% | Added |
| Resolution Capital Ltd | 6,101,824 | $781.2M | 13.41% | −716,744−10.5% | Reduced |
| Charles Schwab Investment Management Inc | 6,066,213 | $776.7M | 0.15% | +46,332+0.8% | Added |
| Northern Trust Corp | 5,491,267 | $703.0M | 0.12% | −215,920−3.8% | Reduced |
| Centersquare Investment Management LLC | 5,166,733 | $661.5M | 6.21% | −110,982−2.1% | Reduced |
| Nuveen Asset Management, LLC | 4,837,441 | $619.3M | 0.17% | +79,576+1.7% | Added |
| Deutsche Bank AG | 4,748,547 | $608.0M | 0.25% | −765,421−13.9% | Reduced |
| Goldman Sachs Group Inc | 4,028,717 | $515.8M | 0.10% | +124,212+3.2% | Added |
| Russell Investments Group, Ltd. | 3,802,955 | $486.8M | 0.70% | −376,307−9.0% | Reduced |
| Bank of New York Mellon Corp | 3,767,504 | $482.4M | 0.09% | −258,654−6.4% | Reduced |
| Zimmer Partners, LP | 3,316,750 | $424.6M | 7.96% | 00.0% | Unchanged |
| Amundi | 3,184,572 | $397.3M | 0.15% | +100,209+3.2% | Added |
| Prudential Financial Inc | 2,964,396 | $379.5M | 0.53% | +397,617+15.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,914,363 | $373.1M | 0.26% | +291,839+11.1% | Added |
| PGGM Investments | 2,620,272 | $335.5M | 4.30% | +291,706+12.5% | Added |
| SEI Investments Co | 2,616,750 | $335.0M | 0.44% | −131,312−4.8% | Reduced |
| Duff & Phelps Investment Management Co | 2,537,296 | $324.9M | 3.73% | +91,469+3.7% | Added |
| HSBC Holdings PLC | 2,199,011 | $281.2M | 0.18% | +698,889+46.6% | Added |
| Canada Pension Plan Investment Board | 2,138,218 | $273.8M | 0.26% | +25,766+1.2% | Added |
| Macquarie Group Ltd | 1,954,830 | $250.3M | 0.27% | −87,825−4.3% | Reduced |
| Swiss National Bank | 1,774,700 | $227.2M | 0.15% | +90,400+5.4% | Added |
| UBS Group AG | 1,687,491 | $216.0M | 0.06% | +533,846+46.3% | Added |
| Barclays PLC | 1,684,446 | $215.7M | 0.10% | +380,888+29.2% | Added |
| Ameriprise Financial Inc | 1,693,448 | $212.0M | 0.05% | −242,130−12.5% | Reduced |
| Cbre Clarion Securities LLC | 1,651,939 | $211.5M | 3.36% | −217,604−11.6% | Reduced |
| Citadel Advisors LLC | 1,546,604 | $198.0M | 0.21% | +1,457,688+1,639.4% | Added |
| Voya Investment Management LLC | 1,459,947 | $186.7M | 0.19% | −681,418−31.8% | Reduced |
| National Pension Service | 1,385,292 | $177.4M | 0.17% | +220,201+18.9% | Added |
| Aew Capital Management L P | 1,370,348 | $175.4M | 7.55% | +18,252+1.3% | Added |
| Lasalle Investment Management Securities LLC | 1,342,781 | $171.9M | 6.58% | +402,263+42.8% | Added |
| APG Asset Management US Inc. | 1,314,566 | $167.7M | 1.14% | +76,699+6.2% | Added |
| Standard Life Aberdeen plc | 1,311,061 | $167.1M | 0.31% | +148,017+12.7% | Added |
| Schroder Investment Management Group | 1,304,604 | $165.9M | 0.17% | −149,082−10.3% | Reduced |
| Allianz Asset Management GmbH | 1,242,356 | $159.1M | 0.25% | +190,254+18.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,233,031 | $157.9M | 0.17% | +64,103+5.5% | Added |
| American Century Companies Inc | 1,195,674 | $153.1M | 0.09% | −209,107−14.9% | Reduced |
| Rhumbline Advisers | 1,184,017 | $151.6M | 0.14% | −18,703−1.6% | Reduced |
| Adelante Capital Management LLC | 1,162,695 | $148.9M | 9.61% | +8,075+0.7% | Added |
| BNP Paribas Arbitrage, SA | 1,148,541 | $147.0M | 0.14% | +650,994+130.8% | Added |
| Nordea Investment Management AB | 1,152,868 | $146.7M | 0.17% | −59,736−4.9% | Reduced |
| Great West Life Assurance Co | 1,115,346 | $142.9M | 0.25% | −67,241−5.7% | Reduced |
| Janus Henderson Group PLC | 1,113,112 | $142.5M | 0.07% | −23,327−2.1% | Reduced |
| Asset Management One Co.,Ltd. | 1,107,457 | $141.8M | 0.50% | −30,327−2.7% | Reduced |
| Public Employees Retirement System of Ohio | 1,094,781 | $140.2M | 0.60% | −17,831−1.6% | Reduced |
| Wells Fargo & Company | 1,066,671 | $136.6M | 0.03% | +1,780+0.2% | Added |
| Pictet Asset Management Holding SA | 1,062,303 | $136.0M | 0.15% | −25,434−2.3% | Reduced |
| Alliancebernstein L.P. | 1,060,953 | $135.8M | 0.05% | −198,594−15.8% | Reduced |
| Nomura Asset Management Co Ltd | 1,047,984 | $134.2M | 0.41% | +141,070+15.6% | Added |
| California Public Employees Retirement System | 1,029,058 | $131.8M | 0.09% | +16,698+1.6% | Added |
| Bamco Inc | 974,759 | $124.8M | 0.33% | +164,685+20.3% | Added |
| California State Teachers Retirement System | 930,390 | $119.1M | 0.14% | +23,788+2.6% | Added |
| Marshall Wace, LLP | 855,363 | $109.5M | 0.14% | +11,946+1.4% | Added |
| STRS Ohio | 796,687 | $102.0M | 0.39% | −87,714−9.9% | Reduced |
| New York State Common Retirement Fund | 743,365 | $95.2M | 0.13% | −14,800−2.0% | Reduced |
| Adage Capital Partners GP, L.L.C. | 730,506 | $93.5M | 0.17% | −113,000−13.4% | Reduced |
| Bank of Montreal | 726,130 | $92.4M | 0.04% | −32,444−4.3% | Reduced |
| Squarepoint Ops LLC | 709,559 | $90.8M | 0.30% | +644,182+985.3% | Added |
| Qube Research & Technologies Ltd | 706,754 | $90.5M | 0.17% | −1,313,649−65.0% | Reduced |
| 1832 Asset Management L.P. | 668,986 | $85.7M | 0.14% | +624,286+1,396.6% | Added |
| Capital Research Global Investors | 663,946 | $85.0M | 0.02% | +11,700+1.8% | Added |
| Swedbank AB | 646,046 | $82.7M | 0.11% | +17,554+2.8% | Added |
| Heitman Real Estate Securities LLC | 616,148 | $78.9M | 4.30% | −413,419−40.2% | Reduced |
| Aviva PLC | 613,910 | $78.6M | 0.20% | +113,173+22.6% | Added |
| Neuberger Berman Group LLC | 613,060 | $78.5M | 0.06% | −997−0.2% | Reduced |
| Royal Bank of Canada | 586,764 | $75.1M | 0.02% | +3,098+0.5% | Added |
| Millennium Management LLC | 580,651 | $74.3M | 0.06% | −146,626−20.2% | Reduced |
| State Board of Administration of Florida Retirement System | 564,775 | $72.3M | 0.14% | +6,350+1.1% | Added |
| D. E. Shaw & Co., Inc. | 512,416 | $65.6M | 0.09% | −312,638−37.9% | Reduced |
| Renaissance Technologies LLC | 502,963 | $64.4M | 0.10% | −58,300−10.4% | Reduced |
| Envestnet Asset Management Inc | 497,471 | $63.7M | 0.02% | −8,633−1.7% | Reduced |
| Raymond James & Associates | 478,207 | $61.2M | 0.04% | +42,018+9.6% | Added |
| Retirement Systems of Alabama | 470,419 | $60.2M | 0.23% | +16,946+3.7% | Added |
| AXA S.A. | 466,139 | $59.7M | 0.18% | −15,491−3.2% | Reduced |
| State of New Jersey Common Pension Fund D | 457,596 | $58.6M | 0.24% | +8,707+1.9% | Added |
| New York State Teachers Retirement System | 455,825 | $58.4M | 0.12% | −943−0.2% | Reduced |
| Border to Coast Pensions Partnership Ltd | 425,000 | $54.3M | 1.11% | −125,000−22.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 416,748 | $53.4M | 0.16% | +41,298+11.0% | Added |
| Manufacturers Life Insurance Company, The | 410,362 | $52.5M | 0.05% | −4,287−1.0% | Reduced |
| Franklin Resources Inc | 391,264 | $49.9M | 0.01% | +12,265+3.2% | Added |
| Robeco Institutional Asset Management B.V. | 384,551 | $49.2M | 0.10% | −1,081−0.3% | Reduced |
| UniSuper Management Pty Ltd | 383,380 | $49.1M | 0.37% | +2,845+0.7% | Added |