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 |
|---|---|---|---|---|---|
| Assenagon Asset Management S.A. | 20,566 | $2.63M | 0.01% | +3,335+19.4% | Added |
| FJ Capital Management LLC | 20,642 | $2.64M | 0.28% | −1,466−6.6% | Reduced |
| Kinneret Advisory, LLC | 20,913 | $2.68M | 0.25% | −274−1.3% | Reduced |
| Veriti Management LLC | 20,919 | $2.68M | 0.14% | +3,285+18.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 20,997 | $2.69M | 0.03% | +251+1.2% | Added |
| Toroso Investments, LLC | 21,016 | $2.69M | 0.03% | +6,639+46.2% | Added |
| Colony Group, LLC | 21,097 | $2.70M | 0.01% | +4,138+24.4% | Added |
| Commerce Bank | 21,331 | $2.73M | 0.02% | −1,985−8.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 21,504 | $2.75M | 0.01% | −155−0.7% | Reduced |
| Moran Wealth Management, LLC | 21,636 | $2.77M | 0.09% | −126−0.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 22,404 | $2.87M | 0.21% | +122+0.5% | Added |
| Ieq Capital, LLC | 22,585 | $2.89M | 0.04% | +2,032+9.9% | Added |
| MAI Capital Management | 22,927 | $2.94M | 0.03% | −651−2.8% | Reduced |
| Red Cedar Investment Management, LLC | 22,986 | $2.94M | 0.37% | +15,547+209.0% | Added |
| Perpetual Ltd | 23,384 | $2.99M | 0.03% | −6,880−22.7% | Reduced |
| Walleye Capital LLC | 23,554 | $3.02M | 0.03% | +13,295+129.6% | Added |
| WESPAC Advisors SoCal, LLC | 23,744 | $3.04M | 0.70% | +23,744 | New |
| Gamco Investors, Inc. Et Al | 23,750 | $3.04M | 0.03% | −500−2.1% | Reduced |
| E. Ohman J:or Asset Management AB | 24,054 | $3.08M | 0.08% | −350−1.4% | Reduced |
| Avitas Wealth Management LLC | 24,160 | $3.09M | 0.43% | +340+1.4% | Added |
| NEOS Investment Management LLC | 24,200 | $3.10M | 0.09% | +4,872+25.2% | Added |
| Lincluden Management Ltd | 25,027 | $3.20M | 0.35% | −552−2.2% | Reduced |
| Kestra Private Wealth Services, LLC | 25,203 | $3.23M | 0.06% | −1,637−6.1% | Reduced |
| Meiji Yasuda Life Insurance Co | 25,342 | $3.24M | 0.06% | +2,204+9.5% | Added |
| Summit Place Financial Advisors, LLC | 25,400 | $3.25M | 1.81% | −4,484−15.0% | Reduced |
| Twinbeech Capital LP | 25,413 | $3.25M | 0.06% | +25,413 | New |
| Ilmarinen Mutual Pension Insurance Co | 25,500 | $3.27M | 0.04% | 00.0% | Unchanged |
| Appleton Partners Inc | 26,004 | $3.33M | 0.24% | −200−0.8% | Reduced |
| Romano Brothers and Company | 26,053 | $3.34M | 0.42% | −100−0.4% | Reduced |
| Boston Family Office LLC | 26,217 | $3.36M | 0.23% | +416+1.6% | Added |
| Kornitzer Capital Management Inc | 26,400 | $3.38M | 0.06% | −6,690−20.2% | Reduced |
| Dean Investment Associates, LLC | 26,448 | $3.39M | 0.46% | −864−3.2% | Reduced |
| Nicola Wealth Management Ltd. | 19,795 | $3.43M | 0.27% | −4,200−17.5% | Reduced |
| National Asset Management, Inc. | 27,126 | $3.45M | 0.10% | −3,695−12.0% | Reduced |
| Erste Asset Management GmbH | 27,200 | $3.46M | 0.04% | +1,900+7.5% | Added |
| Raymond James Trust N.A. | 27,183 | $3.48M | 0.08% | +2,517+10.2% | Added |
| ING Groep NV | 27,191 | $3.48M | 0.02% | +27,191 | New |
| Oppenheimer & Co Inc | 27,780 | $3.56M | 0.05% | −302−1.1% | Reduced |
| Crossmark Global Holdings, Inc. | 27,838 | $3.56M | 0.06% | −282−1.0% | Reduced |
| BCJ Capital Management, LLC | 27,918 | $3.57M | 0.27% | −4,806−14.7% | Reduced |
| Shell Asset Management Co | 28,373 | $3.63M | 0.16% | +28,373 | New |
| B. Metzler seel. Sohn & Co. AG | 28,504 | $3.65M | 0.04% | −14,716−34.0% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 28,504 | $3.65M | 0.04% | +28,504 | New |
| Pensionfund Sabic | 28,559 | $3.66M | 1.14% | −4,700−14.1% | Reduced |
| Ranger Global Real Estate Advisors, LLC | 28,717 | $3.68M | 1.59% | +28,717 | New |
| Vanderbilt University | 28,861 | $3.70M | 0.68% | −2,971−9.3% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 29,010 | $3.71M | 0.35% | −141−0.5% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 29,247 | $3.74M | 0.09% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 29,248 | $3.75M | 0.13% | +1,400+5.0% | Added |
| Danica Pension, Livsforsikringsaktieselskab | 29,360 | $3.76M | 0.07% | +6,518+28.5% | Added |
| Blair William & Co | 29,399 | $3.76M | 0.01% | −187−0.6% | Reduced |
| Davis Selected Advisers | 29,740 | $3.81M | 0.02% | −66,760−69.2% | Reduced |
| Tower Research Capital LLC (TRC) | 29,830 | $3.82M | 0.10% | −30,596−50.6% | Reduced |
| Swiss Life Asset Management Ltd | 30,074 | $3.85M | 0.04% | −4,335−12.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 30,357 | $3.89M | 0.03% | +19,651+183.6% | Added |
| Rainey & Randall Investment Management Inc. | 30,513 | $3.91M | 0.84% | +23+0.1% | Added |
| Legacy CG, LLC | 30,845 | $3.95M | 1.29% | +30,845 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 31,220 | $4.00M | 0.07% | −4,186−11.8% | Reduced |
| Securian Asset Management, Inc | 32,005 | $4.10M | 0.12% | −2,375−6.9% | Reduced |
| GeoWealth Management, LLC | 32,061 | $4.10M | 0.14% | +4,959+18.3% | Added |
| Naviter Wealth, LLC | 32,062 | $4.10M | 0.57% | −2,788−8.0% | Reduced |
| Louisiana State Employees Retirement System | 32,600 | $4.17M | 0.08% | −1,200−3.6% | Reduced |
| Westover Capital Advisors, LLC | 32,673 | $4.18M | 0.80% | −146−0.4% | Reduced |
| Spinnaker Trust | 32,706 | $4.19M | 0.26% | −336−1.0% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 33,000 | $4.22M | 0.19% | +33,000 | New |
| Truist Financial Corp | 33,167 | $4.25M | 0.01% | −23,856−41.8% | Reduced |
| Sarasin & Partners LLP | 33,962 | $4.35M | 0.04% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 34,383 | $4.40M | 0.05% | −4,190−10.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 34,512 | $4.42M | 0.02% | +3,222+10.3% | Added |
| DoubleLine ETF Adviser LP | 34,692 | $4.44M | 1.08% | +34,692 | New |
| D L Carlson Investment Group Inc | 34,748 | $4.45M | 0.81% | −47−0.1% | Reduced |
| Maryland State Retirement & Pension System | 34,766 | $4.45M | 0.09% | −11,356−24.6% | Reduced |
| Atria Investments LLC | 35,072 | $4.49M | 0.06% | +5,927+20.3% | Added |
| Brown Advisory Inc | 35,237 | $4.51M | 0.01% | −167−0.5% | Reduced |
| MML Investors Services, LLC | 35,467 | $4.54M | 0.02% | +447+1.3% | Added |
| Gotham Asset Management, LLC | 35,485 | $4.54M | 0.05% | +37+0.1% | Added |
| Spirit of America Management Corp | 35,825 | $4.59M | 0.91% | +650+1.8% | Added |
| Buckingham Capital Management, Inc. | 35,954 | $4.60M | 0.53% | +8,214+29.6% | Added |
| Stevens Capital Management LP | 36,148 | $4.63M | 0.66% | +36,148 | New |
| KMG Fiduciary Partners, LLC | 36,311 | $4.65M | 0.40% | −376−1.0% | Reduced |
| Impax Asset Management Group plc | 36,375 | $4.66M | 0.02% | +6,927+23.5% | Added |
| Quantinno Capital Management LP | 36,423 | $4.66M | 0.06% | +3,872+11.9% | Added |
| Hartford Investment Management Co | 36,483 | $4.67M | 0.15% | −1,856−4.8% | Reduced |
| Sterling Capital Management LLC | 37,299 | $4.78M | 0.06% | +37,299 | New |
| Mizuho Securities USA LLC | 37,525 | $4.80M | 0.10% | −8,580−18.6% | Reduced |
| Banque Cantonale Vaudoise | 39,480 | $5.05M | 0.21% | +19,446+97.1% | Added |
| Northwestern Mutual Wealth Management Co | 39,664 | $5.08M | 0.00% | −141−0.4% | Reduced |
| Kentucky Retirement Systems | 40,315 | $5.16M | 0.15% | −4,742−10.5% | Reduced |
| Avantax Advisory Services, Inc. | 40,737 | $5.22M | 0.03% | −599−1.4% | Reduced |
| Jones Financial Companies LLLP | 41,832 | $5.33M | 0.01% | +19,825+90.1% | Added |
| Pinnacle Associates Ltd | 61,590 | $5.55M | 0.10% | +1,344+2.2% | Added |
| CI Private Wealth, LLC | 44,027 | $5.64M | 0.01% | +7,937+22.0% | Added |
| Garland Capital Management Inc | 44,213 | $5.66M | 4.35% | −6,875−13.5% | Reduced |
| Pathstone Holdings, LLC | 44,609 | $5.71M | 0.03% | +548+1.2% | Added |
| Wealthfront Advisers LLC | 44,620 | $5.71M | 0.02% | −37−0.1% | Reduced |
| US Bancorp | 44,837 | $5.74M | 0.01% | −1,235−2.7% | Reduced |
| Vident Advisory, LLC | 44,952 | $5.76M | 0.14% | −48,342−51.8% | Reduced |
| Callahan Advisors, LLC | 45,532 | $5.83M | 0.57% | −1,559−3.3% | Reduced |
| Consolidated Planning Corp | 45,757 | $5.86M | 0.87% | +2,319+5.3% | Added |
| Advisors Asset Management, Inc. | 45,925 | $5.88M | 0.11% | +3,460+8.1% | Added |