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 |
|---|---|---|---|---|---|
| Ethic Inc. | 63,202 | $5.91M | 0.15% | −3,852−5.7% | Reduced |
| Gulf International Bank (UK) Ltd | 46,344 | $5.93M | 0.15% | +971+2.1% | Added |
| Carret Asset Management, LLC | 46,351 | $5.93M | 0.64% | −3,570−7.2% | Reduced |
| Capital Fund Management S.A. | 47,003 | $6.02M | 0.07% | −68,678−59.4% | Reduced |
| Peapack Gladstone Financial Corp | 47,198 | $6.04M | 0.09% | −102−0.2% | Reduced |
| Norinchukin Bank, The | 49,302 | $6.31M | 0.15% | +1,197+2.5% | Added |
| Windward Capital Management Co | 49,461 | $6.33M | 0.48% | +1,642+3.4% | Added |
| Oregon Public Employees Retirement Fund | 49,538 | $6.34M | 0.12% | −1,822−3.5% | Reduced |
| Azimuth Capital Investment Management LLC | 51,580 | $6.60M | 0.26% | −9,244−15.2% | Reduced |
| Liberty Mutual Group Asset Management Inc. | 51,858 | $6.64M | 1.01% | −35,305−40.5% | Reduced |
| Connors Investor Services Inc | 52,646 | $6.73M | 0.65% | −65,479−55.4% | Reduced |
| Elo Mutual Pension Insurance Co | 52,781 | $6.76M | 0.14% | −2,932−5.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 52,885 | $6.77M | 0.26% | +30,113+132.2% | Added |
| Allspring Global Investments Holdings, LLC | 54,878 | $7.03M | 0.01% | −523−0.9% | Reduced |
| Advisors Management Group Inc | 55,292 | $7.08M | 1.67% | −172−0.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 55,489 | $7.08M | 0.06% | +5,604+11.2% | Added |
| Harbour Trust & Investment Management Co | 55,545 | $7.11M | 0.81% | −178−0.3% | Reduced |
| CWM Advisors, LLC | 56,324 | $7.21M | 0.74% | +53,785+2,118.4% | Added |
| JustInvest LLC | 56,627 | $7.25M | 0.12% | +5,632+11.0% | Added |
| Fifth Third Bancorp | 58,086 | $7.44M | 0.03% | +1,828+3.2% | Added |
| CIBC World Markets Inc. | 60,761 | $7.78M | 0.02% | +17,287+39.8% | Added |
| Agf Management Ltd | 61,259 | $7.84M | 0.04% | +1,575+2.6% | Added |
| Pensionfund DSM Netherlands | 63,753 | $8.16M | 3.74% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 66,802 | $8.55M | 0.02% | +12,599+23.2% | Added |
| Intech Investment Management LLC | 67,065 | $8.59M | 0.10% | +36,580+120.0% | Added |
| QRG Capital Management, Inc. | 68,348 | $8.75M | 0.09% | +13,015+23.5% | Added |
| Windle Wealth, LLC | 69,171 | $8.86M | 4.81% | +312+0.5% | Added |
| Rockefeller Capital Management L.P. | 70,276 | $8.99M | 0.02% | +4,470+6.8% | Added |
| Credit Agricole S A | 70,843 | $9.07M | 0.05% | +10,537+17.5% | Added |
| Fred Alger Management, LLC | 73,033 | $9.35M | 0.05% | +29,306+67.0% | Added |
| Advisor Group Holdings, Inc. | 73,052 | $9.36M | 0.02% | −7,965−9.8% | Reduced |
| Central Trust Co | 73,205 | $9.37M | 0.22% | −1,821−2.4% | Reduced |
| GSI Capital Advisors LLC | 73,450 | $9.40M | 4.71% | −8,466−10.3% | Reduced |
| Pacer Advisors, Inc. | 73,455 | $9.40M | 0.02% | +31,322+74.3% | Added |
| SG Americas Securities, LLC | 74,481 | $9.54M | 0.04% | −28,426−27.6% | Reduced |
| Kempen Capital Management N.V. | 74,728 | $9.57M | 0.10% | +21,485+40.4% | Added |
| Mutual of America Capital Management LLC | 77,373 | $9.91M | 0.10% | −4,340−5.3% | Reduced |
| M&T Bank Corp | 77,858 | $9.97M | 0.03% | +2,389+3.2% | Added |
| Captrust Financial Advisors | 78,170 | $10.0M | 0.03% | −4,354−5.3% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 78,439 | $10.0M | 0.10% | +78,439 | New |
| Bank of Nova Scotia | 78,545 | $10.1M | 0.02% | +13,825+21.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 79,509 | $10.2M | 0.02% | −786−1.0% | Reduced |
| Mariner, LLC | 79,618 | $10.2M | 0.02% | +3,469+4.6% | Added |
| Public Employees Retirement Association of Colorado | 80,219 | $10.3M | 0.04% | +1,074+1.4% | Added |
| Mercer Global Advisors Inc | 80,492 | $10.3M | 0.02% | +8,046+11.1% | Added |
| Tredje AP-fonden | 81,421 | $10.4M | 0.09% | 00.0% | Unchanged |
| LGT Group Foundation | 82,413 | $10.5M | 0.17% | −7,600−8.4% | Reduced |
| Rafferty Asset Management, LLC | 82,258 | $10.5M | 0.04% | −296−0.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 90,265 | $10.6M | 0.05% | +24,520+37.3% | Added |
| Venture Visionary Partners LLC | 83,067 | $10.6M | 0.46% | −4,701−5.4% | Reduced |
| AMF Pensionsforsakring AB | 83,047 | $10.6M | 0.08% | 00.0% | Unchanged |
| Xponance, Inc. | 83,141 | $10.6M | 0.10% | +2,370+2.9% | Added |
| Trust Co of Toledo NA | 83,280 | $10.7M | 1.44% | −1,218−1.4% | Reduced |
| CIBC Asset Management Inc | 84,541 | $10.8M | 0.04% | +4,622+5.8% | Added |
| CNH Partners LLC | 85,942 | $10.9M | 0.25% | +13,624+18.8% | Added |
| HighTower Advisors, LLC | 87,588 | $11.2M | 0.02% | +20,445+30.4% | Added |
| Cetera Investment Advisers | 88,632 | $11.3M | 0.02% | +2,941+3.4% | Added |
| Transform Wealth, LLC | 90,078 | $11.5M | 0.76% | +9,215+11.4% | Added |
| Metis Global Partners, LLC | 90,618 | $11.6M | 0.36% | +14,619+19.2% | Added |
| Commonwealth Equity Services, LLC | 95,812 | $12.3M | 0.02% | −898−0.9% | Reduced |
| Utah Retirement Systems | 99,703 | $12.8M | 0.14% | +2,200+2.3% | Added |
| British Columbia Investment Management Corp | 99,764 | $12.8M | 0.08% | −9,196−8.4% | Reduced |
| Keybank National Association | 100,145 | $12.8M | 0.05% | −503,636−83.4% | Reduced |
| Makena Capital Management LLC | 101,577 | $13.0M | 3.12% | −2,850−2.7% | Reduced |
| Public Sector Pension Investment Board | 101,662 | $13.0M | 0.07% | +15,313+17.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 102,000 | $13.1M | 0.03% | −29,000−22.1% | Reduced |
| Westpac Banking Corp | 102,730 | $13.2M | 0.88% | +417+0.4% | Added |
| Point72 Asset Management, L.P. | 103,535 | $13.3M | 0.05% | +90,211+677.1% | Added |
| Natixis | 104,256 | $13.3M | 0.08% | −200,542−65.8% | Reduced |
| DnB Asset Management AS | 105,044 | $13.4M | 0.06% | +9,474+9.9% | Added |
| Yousif Capital Management, LLC | 105,871 | $13.6M | 0.15% | +3,330+3.2% | Added |
| Amalgamated Bank | 114,942 | $14.7M | 0.12% | −5,063−4.2% | Reduced |
| Calamos Advisors LLC | 116,954 | $15.0M | 0.07% | −2,869−2.4% | Reduced |
| Epoch Investment Partners, Inc. | 117,001 | $15.0M | 0.07% | −14,601−11.1% | Reduced |
| Czech National Bank | 117,885 | $15.1M | 0.15% | +3,947+3.5% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 118,242 | $15.1M | 0.07% | +5,486+4.9% | Added |
| Caisse de Depot Et Placement du Quebec | 120,000 | $15.4M | 0.03% | +120,000 | New |
| Wealth Enhancement Advisory Services, LLC | 120,134 | $15.4M | 0.03% | +704+0.6% | Added |
| Teachers Retirement System of the State of Kentucky | 121,916 | $15.6M | 0.14% | +638+0.5% | Added |
| Manning & Napier Advisors LLC | 122,317 | $15.7M | 0.17% | −19,326−13.6% | Reduced |
| USS Investment Management Ltd | 123,972 | $15.9M | 0.12% | +117+0.1% | Added |
| Prudential PLC | 124,643 | $16.0M | 0.08% | +26,114+26.5% | Added |
| TCW Group Inc | 125,671 | $16.1M | 0.14% | −9,464−7.0% | Reduced |
| Tiaa Trust, National Association | 127,129 | $16.3M | 0.05% | −1,719−1.3% | Reduced |
| Alyeska Investment Group, L.P. | 127,694 | $16.3M | 0.08% | +127,694 | New |
| Jane Street Group, LLC | 128,326 | $16.4M | 0.03% | −226,647−63.8% | Reduced |
| Varma Mutual Pension Insurance Co | 124,776 | $16.8M | 0.13% | −7,400−5.6% | Reduced |
| Vestcor Inc | 132,167 | $16.9M | 0.53% | +6,685+5.3% | Added |
| Acadian Asset Management LLC | 133,997 | $17.1M | 0.05% | +48,917+57.5% | Added |
| New York Life Investment Management LLC | 137,595 | $17.6M | 0.17% | −15,998−10.4% | Reduced |
| Andra AP-fonden | 137,600 | $17.6M | 0.26% | −600−0.4% | Reduced |
| Twin Tree Management, LP | 142,324 | $18.2M | 0.42% | +141,887+32,468.4% | Added |
| Thrivent Financial for Lutherans | 142,881 | $18.3M | 0.03% | +21,757+18.0% | Added |
| Corebridge Financial, Inc. | 143,866 | $18.4M | 0.10% | −8,802−5.8% | Reduced |
| Ensign Peak Advisors, Inc | 144,345 | $18.5M | 0.03% | +5,691+4.1% | Added |
| Chilton Capital Management LLC | 144,404 | $18.5M | 0.77% | −22,057−13.3% | Reduced |
| Weiss Asset Management LP | 144,519 | $18.5M | 0.47% | +144,519 | New |
| Tudor Investment Corp Et Al | 149,000 | $19.1M | 0.21% | −317,340−68.0% | Reduced |
| Nissay Asset Management Corp | 151,185 | $19.4M | 0.12% | +6,208+4.3% | Added |
| Forsta Ap-Fonden | 152,500 | $19.5M | 0.15% | +54,600+55.8% | Added |