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 |
|---|---|---|---|---|---|
| Public Employees Retirement System of Ohio | 1,094,781 | $140.2M | 0.60% | −17,831−1.6% | Reduced |
| Asset Management One Co.,Ltd. | 1,107,457 | $141.8M | 0.50% | −30,327−2.7% | Reduced |
| Janus Henderson Group PLC | 1,113,112 | $142.5M | 0.07% | −23,327−2.1% | Reduced |
| Great West Life Assurance Co | 1,115,346 | $142.9M | 0.25% | −67,241−5.7% | Reduced |
| Nordea Investment Management AB | 1,152,868 | $146.7M | 0.17% | −59,736−4.9% | Reduced |
| BNP Paribas Arbitrage, SA | 1,148,541 | $147.0M | 0.14% | +650,994+130.8% | Added |
| Adelante Capital Management LLC | 1,162,695 | $148.9M | 9.61% | +8,075+0.7% | Added |
| Rhumbline Advisers | 1,184,017 | $151.6M | 0.14% | −18,703−1.6% | Reduced |
| American Century Companies Inc | 1,195,674 | $153.1M | 0.09% | −209,107−14.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,233,031 | $157.9M | 0.17% | +64,103+5.5% | Added |
| Allianz Asset Management GmbH | 1,242,356 | $159.1M | 0.25% | +190,254+18.1% | Added |
| Schroder Investment Management Group | 1,304,604 | $165.9M | 0.17% | −149,082−10.3% | Reduced |
| Standard Life Aberdeen plc | 1,311,061 | $167.1M | 0.31% | +148,017+12.7% | Added |
| APG Asset Management US Inc. | 1,314,566 | $167.7M | 1.14% | +76,699+6.2% | Added |
| Lasalle Investment Management Securities LLC | 1,342,781 | $171.9M | 6.58% | +402,263+42.8% | Added |
| Aew Capital Management L P | 1,370,348 | $175.4M | 7.55% | +18,252+1.3% | Added |
| National Pension Service | 1,385,292 | $177.4M | 0.17% | +220,201+18.9% | Added |
| Voya Investment Management LLC | 1,459,947 | $186.7M | 0.19% | −681,418−31.8% | Reduced |
| Citadel Advisors LLC | 1,546,604 | $198.0M | 0.21% | +1,457,688+1,639.4% | Added |
| Cbre Clarion Securities LLC | 1,651,939 | $211.5M | 3.36% | −217,604−11.6% | Reduced |
| Ameriprise Financial Inc | 1,693,448 | $212.0M | 0.05% | −242,130−12.5% | Reduced |
| Barclays PLC | 1,684,446 | $215.7M | 0.10% | +380,888+29.2% | Added |
| UBS Group AG | 1,687,491 | $216.0M | 0.06% | +533,846+46.3% | Added |
| Swiss National Bank | 1,774,700 | $227.2M | 0.15% | +90,400+5.4% | Added |
| Macquarie Group Ltd | 1,954,830 | $250.3M | 0.27% | −87,825−4.3% | Reduced |
| Canada Pension Plan Investment Board | 2,138,218 | $273.8M | 0.26% | +25,766+1.2% | Added |
| HSBC Holdings PLC | 2,199,011 | $281.2M | 0.18% | +698,889+46.6% | Added |
| Duff & Phelps Investment Management Co | 2,537,296 | $324.9M | 3.73% | +91,469+3.7% | Added |
| SEI Investments Co | 2,616,750 | $335.0M | 0.44% | −131,312−4.8% | Reduced |
| PGGM Investments | 2,620,272 | $335.5M | 4.30% | +291,706+12.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,914,363 | $373.1M | 0.26% | +291,839+11.1% | Added |
| Prudential Financial Inc | 2,964,396 | $379.5M | 0.53% | +397,617+15.5% | Added |
| Amundi | 3,184,572 | $397.3M | 0.15% | +100,209+3.2% | Added |
| Zimmer Partners, LP | 3,316,750 | $424.6M | 7.96% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 3,767,504 | $482.4M | 0.09% | −258,654−6.4% | Reduced |
| Russell Investments Group, Ltd. | 3,802,955 | $486.8M | 0.70% | −376,307−9.0% | Reduced |
| Goldman Sachs Group Inc | 4,028,717 | $515.8M | 0.10% | +124,212+3.2% | Added |
| Deutsche Bank AG | 4,748,547 | $608.0M | 0.25% | −765,421−13.9% | Reduced |
| Nuveen Asset Management, LLC | 4,837,441 | $619.3M | 0.17% | +79,576+1.7% | Added |
| Centersquare Investment Management LLC | 5,166,733 | $661.5M | 6.21% | −110,982−2.1% | Reduced |
| Northern Trust Corp | 5,491,267 | $703.0M | 0.12% | −215,920−3.8% | Reduced |
| Charles Schwab Investment Management Inc | 6,066,213 | $776.7M | 0.15% | +46,332+0.8% | Added |
| Resolution Capital Ltd | 6,101,824 | $781.2M | 13.41% | −716,744−10.5% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,284,754 | $804.6M | 0.83% | +4,029,181+178.6% | Added |
| Price T Rowe Associates Inc | 6,351,430 | $813.2M | 0.09% | −525,524−7.6% | Reduced |
| Daiwa Securities Group Inc. | 6,698,839 | $857.7M | 3.96% | −519,445−7.2% | Reduced |
| UBS Asset Management Americas Inc | 6,920,426 | $886.0M | 0.23% | +5,982,711+638.0% | Added |
| Legal & General Group Plc | 7,127,541 | $912.5M | 0.24% | −203,325−2.8% | Reduced |
| Morgan Stanley | 7,190,531 | $920.6M | 0.07% | −175,385−2.4% | Reduced |
| Invesco Ltd. | 7,418,346 | $949.8M | 0.18% | +542,468+7.9% | Added |
| Dimensional Fund Advisors LP | 7,758,439 | $993.3M | 0.24% | −56,302−0.7% | Reduced |
| Principal Financial Group Inc | 12,174,792 | $1.56B | 0.85% | −264,384−2.1% | Reduced |
| JPMorgan Chase & Co | 12,732,586 | $1.63B | 0.13% | −93,002−0.7% | Reduced |
| Geode Capital Management, LLC | 12,914,347 | $1.65B | 0.13% | −176,578−1.3% | Reduced |
| FMR LLC | 14,428,564 | $1.85B | 0.11% | +3,977,845+38.1% | Added |
| Bank of America Corp | 17,054,177 | $2.18B | 0.19% | −795,840−4.5% | Reduced |
| Wellington Management Group LLP | 18,685,844 | $2.39B | 0.42% | +1,797,330+10.6% | Added |
| Norges Bank | 31,495,212 | $4.03B | 0.56% | −1,417,313−4.3% | Reduced |
| State Street Corp | 35,629,771 | $4.56B | 0.19% | +16,7290.0% | Added |
| Capital International Investors | 36,777,912 | $4.71B | 0.90% | +832,530+2.3% | Added |
| Cohen & Steers, Inc. | 38,025,738 | $4.87B | 8.66% | −890,355−2.3% | Reduced |
| BlackRock, Inc. | 61,536,936 | $7.88B | 0.17% | +61,536,936 | New |
| Vanguard Group Inc | 95,683,214 | $12.3B | 0.22% | +1,305,820+1.4% | Added |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −123,509−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −123,300−100.0% | Sold out |
| Cercano Management LLC | 0 | $0 | 0.00% | −115,822−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −43,676−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −39,074−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −35,499−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −25,080−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −24,135−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −22,626−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −22,000−100.0% | Sold out |
| Lockheed Martin Investment Management Co | 0 | $0 | 0.00% | −14,350−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −13,794−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −12,155−100.0% | Sold out |
| Presima Inc. | 0 | $0 | 0.00% | −11,937−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −10,033−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −9,997−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −9,746−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −9,404−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −7,097−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −6,146−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −5,748−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −5,348−100.0% | Sold out |
| Brass Tax Wealth Management, Inc | 0 | $0 | 0.00% | −5,233−100.0% | Sold out |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −4,693−100.0% | Sold out |
| Livelsberger Financial Advisory | 0 | $0 | 0.00% | −3,678−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −3,279−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −3,164−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −2,965−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −2,601−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −2,467−100.0% | Sold out |
| TradeLink Capital LLC | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| NBW Capital LLC | 0 | $0 | 0.00% | −2,255−100.0% | Sold out |
| Sentry Investment Management LLC | 0 | $0 | 0.00% | −2,258−100.0% | Sold out |
| Sykon Capital LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Ninepoint Partners LP | 0 | $0 | 0.00% | −1,816−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −1,451−100.0% | Sold out |