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 |
|---|---|---|---|---|---|
| State of Michigan Retirement System | 157,609 | $20.2M | 0.10% | −6,100−3.7% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 158,022 | $20.2M | 0.57% | +32,889+26.3% | Added |
| Creative Planning | 165,077 | $21.1M | 0.02% | +3,682+2.3% | Added |
| Sanctuary Advisors, LLC | 153,586 | $21.2M | 0.13% | +69,228+82.1% | Added |
| MetLife Investment Management | 168,461 | $21.6M | 0.12% | −9,167−5.2% | Reduced |
| Arizona State Retirement System | 171,437 | $21.9M | 0.14% | +6,516+4.0% | Added |
| Capital Group Private Client Services, Inc. | 171,687 | $22.0M | 0.21% | +97,944+132.8% | Added |
| Factory Mutual Insurance Co | 173,800 | $22.3M | 0.23% | +113,100+186.3% | Added |
| Candriam Luxembourg S.C.A. | 176,242 | $22.6M | 0.13% | −15,474−8.1% | Reduced |
| WestEnd Advisors, LLC | 176,791 | $22.6M | 0.56% | +176,791 | New |
| Vert Asset Management LLC | 180,451 | $23.1M | 7.97% | +818+0.5% | Added |
| Guggenheim Capital LLC | 182,998 | $23.4M | 0.17% | +53,704+41.5% | Added |
| First Trust Advisors LP | 184,262 | $23.6M | 0.02% | +92,915+101.7% | Added |
| Brookfield Asset Management Inc. | 187,195 | $24.0M | 0.14% | −149,003−44.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 188,940 | $24.2M | 0.26% | +9,610+5.4% | Added |
| Susquehanna International Group, LLP | 189,456 | $24.3M | 0.04% | +17,742+10.3% | Added |
| NewEdge Wealth, LLC | 191,256 | $24.5M | 0.44% | +33,031+20.9% | Added |
| Stifel Financial Corp | 192,874 | $24.7M | 0.03% | +23,585+13.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 193,743 | $24.8M | 0.06% | +6,769+3.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 198,892 | $25.5M | 0.03% | +1,836+0.9% | Added |
| CIBC World Markets Corp | 208,000 | $26.6M | 0.19% | +132,473+175.4% | Added |
| TD Asset Management Inc | 215,595 | $27.4M | 0.02% | +11,398+5.6% | Added |
| ProShare Advisors LLC | 214,738 | $27.5M | 0.07% | +100,401+87.8% | Added |
| The PNC Financial Services Group, Inc. | 215,475 | $27.6M | 0.02% | +2,711+1.3% | Added |
| LPL Financial LLC | 216,190 | $27.7M | 0.01% | +10,516+5.1% | Added |
| State of Tennessee, Treasury Department | 217,551 | $27.9M | 0.10% | −21,798−9.1% | Reduced |
| Umb Bank N A | 218,486 | $28.0M | 0.44% | +40,175+22.5% | Added |
| KBC Group NV | 222,005 | $28.4M | 0.09% | +183,200+472.1% | Added |
| Cerity Partners LLC | 226,114 | $28.9M | 0.06% | +17,817+8.6% | Added |
| Ci Investments Inc. | 230,780 | $29.5M | 0.11% | +1,120+0.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 231,479 | $29.6M | 0.19% | −4,634−2.0% | Reduced |
| National Bank of Canada | 235,245 | $30.1M | 0.04% | +70,914+43.2% | Added |
| B&I Capital AG | 240,300 | $30.8M | 8.92% | −15,450−6.0% | Reduced |
| Storebrand Asset Management AS | 241,315 | $30.9M | 0.10% | +55,745+30.0% | Added |
| Korea Investment CORP | 243,712 | $31.2M | 0.07% | −264,094−52.0% | Reduced |
| Royal London Asset Management Ltd | 245,798 | $31.5M | 0.08% | +13,341+5.7% | Added |
| Braun Stacey Associates Inc | 253,734 | $32.5M | 1.23% | +12,152+5.0% | Added |
| IFM Investors Pty Ltd | 264,368 | $33.8M | 0.32% | +9,797+3.8% | Added |
| Los Angeles Capital Management LLC | 273,069 | $35.0M | 0.14% | +1,820+0.7% | Added |
| Danske Bank A/S | 276,910 | $35.5M | 0.12% | +27,400+11.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 279,460 | $35.8M | 0.08% | +13,883+5.2% | Added |
| Mackenzie Financial Corp | 281,469 | $36.0M | 0.05% | +137,771+95.9% | Added |
| Van Eck Associates Corp | 279,358 | $36.8M | 0.05% | +41,819+17.6% | Added |
| Treasurer of the State of North Carolina | 290,252 | $37.2M | 0.15% | −820−0.3% | Reduced |
| Employees Retirement System of Texas | 299,000 | $38.3M | 0.33% | +49,000+19.6% | Added |
| Nisa Investment Advisors, LLC | 310,109 | $39.7M | 0.24% | −13,428−4.2% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 312,820 | $40.1M | 0.12% | −15,153−4.6% | Reduced |
| Handelsbanken Fonder AB | 317,018 | $40.6M | 0.16% | +22,369+7.6% | Added |
| Citigroup Inc | 317,038 | $40.6M | 0.04% | −854,655−72.9% | Reduced |
| Teacher Retirement System of Texas | 317,071 | $40.6M | 0.19% | +197,868+166.0% | Added |
| FIL Ltd | 323,620 | $41.4M | 0.04% | +38,762+13.6% | Added |
| Resona Asset Management Co.,Ltd. | 325,497 | $41.5M | 0.24% | −15,887−4.7% | Reduced |
| Natixis Advisors, L.P. | 335,559 | $43.0M | 0.08% | +21,559+6.9% | Added |
| AQR Capital Management LLC | 347,168 | $44.1M | 0.06% | +211,123+155.2% | Added |
| Bowen Hanes & Co Inc | 346,281 | $44.3M | 1.16% | −1,842−0.5% | Reduced |
| Uniplan Investment Counsel, Inc. | 350,361 | $44.9M | 3.91% | −32,506−8.5% | Reduced |
| Capital International Inc | 355,737 | $45.5M | 0.57% | +2,614+0.7% | Added |
| State of Alaska, Department of Revenue | 357,099 | $45.7M | 0.49% | +2,039+0.6% | Added |
| Toronto Dominion Bank | 358,375 | $45.9M | 0.08% | +67,787+23.3% | Added |
| Victory Capital Management Inc | 363,378 | $46.5M | 0.04% | +125,046+52.5% | Added |
| CORDA Investment Management, LLC. | 368,388 | $47.2M | 3.68% | −58,857−13.8% | Reduced |
| State of Wisconsin Investment Board | 373,108 | $47.8M | 0.12% | +22,692+6.5% | Added |
| DekaBank Deutsche Girozentrale | 382,262 | $48.4M | 0.09% | −34,295−8.2% | Reduced |
| UniSuper Management Pty Ltd | 383,380 | $49.1M | 0.37% | +2,845+0.7% | Added |
| Robeco Institutional Asset Management B.V. | 384,551 | $49.2M | 0.10% | −1,081−0.3% | Reduced |
| Franklin Resources Inc | 391,264 | $49.9M | 0.01% | +12,265+3.2% | Added |
| Manufacturers Life Insurance Company, The | 410,362 | $52.5M | 0.05% | −4,287−1.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 416,748 | $53.4M | 0.16% | +41,298+11.0% | Added |
| Border to Coast Pensions Partnership Ltd | 425,000 | $54.3M | 1.11% | −125,000−22.7% | Reduced |
| New York State Teachers Retirement System | 455,825 | $58.4M | 0.12% | −943−0.2% | Reduced |
| State of New Jersey Common Pension Fund D | 457,596 | $58.6M | 0.24% | +8,707+1.9% | Added |
| AXA S.A. | 466,139 | $59.7M | 0.18% | −15,491−3.2% | Reduced |
| Retirement Systems of Alabama | 470,419 | $60.2M | 0.23% | +16,946+3.7% | Added |
| Raymond James & Associates | 478,207 | $61.2M | 0.04% | +42,018+9.6% | Added |
| Envestnet Asset Management Inc | 497,471 | $63.7M | 0.02% | −8,633−1.7% | Reduced |
| Renaissance Technologies LLC | 502,963 | $64.4M | 0.10% | −58,300−10.4% | Reduced |
| D. E. Shaw & Co., Inc. | 512,416 | $65.6M | 0.09% | −312,638−37.9% | Reduced |
| State Board of Administration of Florida Retirement System | 564,775 | $72.3M | 0.14% | +6,350+1.1% | Added |
| Millennium Management LLC | 580,651 | $74.3M | 0.06% | −146,626−20.2% | Reduced |
| Royal Bank of Canada | 586,764 | $75.1M | 0.02% | +3,098+0.5% | Added |
| Neuberger Berman Group LLC | 613,060 | $78.5M | 0.06% | −997−0.2% | Reduced |
| Aviva PLC | 613,910 | $78.6M | 0.20% | +113,173+22.6% | Added |
| Heitman Real Estate Securities LLC | 616,148 | $78.9M | 4.30% | −413,419−40.2% | Reduced |
| Swedbank AB | 646,046 | $82.7M | 0.11% | +17,554+2.8% | Added |
| Capital Research Global Investors | 663,946 | $85.0M | 0.02% | +11,700+1.8% | Added |
| 1832 Asset Management L.P. | 668,986 | $85.7M | 0.14% | +624,286+1,396.6% | Added |
| Qube Research & Technologies Ltd | 706,754 | $90.5M | 0.17% | −1,313,649−65.0% | Reduced |
| Squarepoint Ops LLC | 709,559 | $90.8M | 0.30% | +644,182+985.3% | Added |
| Bank of Montreal | 726,130 | $92.4M | 0.04% | −32,444−4.3% | Reduced |
| Adage Capital Partners GP, L.L.C. | 730,506 | $93.5M | 0.17% | −113,000−13.4% | Reduced |
| New York State Common Retirement Fund | 743,365 | $95.2M | 0.13% | −14,800−2.0% | Reduced |
| STRS Ohio | 796,687 | $102.0M | 0.39% | −87,714−9.9% | Reduced |
| Marshall Wace, LLP | 855,363 | $109.5M | 0.14% | +11,946+1.4% | Added |
| California State Teachers Retirement System | 930,390 | $119.1M | 0.14% | +23,788+2.6% | Added |
| Bamco Inc | 974,759 | $124.8M | 0.33% | +164,685+20.3% | Added |
| California Public Employees Retirement System | 1,029,058 | $131.8M | 0.09% | +16,698+1.6% | Added |
| Nomura Asset Management Co Ltd | 1,047,984 | $134.2M | 0.41% | +141,070+15.6% | Added |
| Alliancebernstein L.P. | 1,060,953 | $135.8M | 0.05% | −198,594−15.8% | Reduced |
| Pictet Asset Management Holding SA | 1,062,303 | $136.0M | 0.15% | −25,434−2.3% | Reduced |
| Wells Fargo & Company | 1,066,671 | $136.6M | 0.03% | +1,780+0.2% | Added |