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 |
|---|---|---|---|---|---|
| DekaBank Deutsche Girozentrale | 382,262 | $48.4M | 0.09% | −34,295−8.2% | Reduced |
| State of Wisconsin Investment Board | 373,108 | $47.8M | 0.12% | +22,692+6.5% | Added |
| CORDA Investment Management, LLC. | 368,388 | $47.2M | 3.68% | −58,857−13.8% | Reduced |
| Victory Capital Management Inc | 363,378 | $46.5M | 0.04% | +125,046+52.5% | Added |
| Toronto Dominion Bank | 358,375 | $45.9M | 0.08% | +67,787+23.3% | Added |
| State of Alaska, Department of Revenue | 357,099 | $45.7M | 0.49% | +2,039+0.6% | Added |
| Capital International Inc | 355,737 | $45.5M | 0.57% | +2,614+0.7% | Added |
| Uniplan Investment Counsel, Inc. | 350,361 | $44.9M | 3.91% | −32,506−8.5% | Reduced |
| Bowen Hanes & Co Inc | 346,281 | $44.3M | 1.16% | −1,842−0.5% | Reduced |
| AQR Capital Management LLC | 347,168 | $44.1M | 0.06% | +211,123+155.2% | Added |
| Natixis Advisors, L.P. | 335,559 | $43.0M | 0.08% | +21,559+6.9% | Added |
| Resona Asset Management Co.,Ltd. | 325,497 | $41.5M | 0.24% | −15,887−4.7% | Reduced |
| FIL Ltd | 323,620 | $41.4M | 0.04% | +38,762+13.6% | Added |
| Teacher Retirement System of Texas | 317,071 | $40.6M | 0.19% | +197,868+166.0% | Added |
| Citigroup Inc | 317,038 | $40.6M | 0.04% | −854,655−72.9% | Reduced |
| Handelsbanken Fonder AB | 317,018 | $40.6M | 0.16% | +22,369+7.6% | Added |
| Chevy Chase Trust Holdings, Inc. | 312,820 | $40.1M | 0.12% | −15,153−4.6% | Reduced |
| Nisa Investment Advisors, LLC | 310,109 | $39.7M | 0.24% | −13,428−4.2% | Reduced |
| Employees Retirement System of Texas | 299,000 | $38.3M | 0.33% | +49,000+19.6% | Added |
| Treasurer of the State of North Carolina | 290,252 | $37.2M | 0.15% | −820−0.3% | Reduced |
| Van Eck Associates Corp | 279,358 | $36.8M | 0.05% | +41,819+17.6% | Added |
| Mackenzie Financial Corp | 281,469 | $36.0M | 0.05% | +137,771+95.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 279,460 | $35.8M | 0.08% | +13,883+5.2% | Added |
| Danske Bank A/S | 276,910 | $35.5M | 0.12% | +27,400+11.0% | Added |
| Los Angeles Capital Management LLC | 273,069 | $35.0M | 0.14% | +1,820+0.7% | Added |
| IFM Investors Pty Ltd | 264,368 | $33.8M | 0.32% | +9,797+3.8% | Added |
| Braun Stacey Associates Inc | 253,734 | $32.5M | 1.23% | +12,152+5.0% | Added |
| Royal London Asset Management Ltd | 245,798 | $31.5M | 0.08% | +13,341+5.7% | Added |
| Korea Investment CORP | 243,712 | $31.2M | 0.07% | −264,094−52.0% | Reduced |
| Storebrand Asset Management AS | 241,315 | $30.9M | 0.10% | +55,745+30.0% | Added |
| B&I Capital AG | 240,300 | $30.8M | 8.92% | −15,450−6.0% | Reduced |
| National Bank of Canada | 235,245 | $30.1M | 0.04% | +70,914+43.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 231,479 | $29.6M | 0.19% | −4,634−2.0% | Reduced |
| Ci Investments Inc. | 230,780 | $29.5M | 0.11% | +1,120+0.5% | Added |
| Cerity Partners LLC | 226,114 | $28.9M | 0.06% | +17,817+8.6% | Added |
| KBC Group NV | 222,005 | $28.4M | 0.09% | +183,200+472.1% | Added |
| Umb Bank N A | 218,486 | $28.0M | 0.44% | +40,175+22.5% | Added |
| State of Tennessee, Treasury Department | 217,551 | $27.9M | 0.10% | −21,798−9.1% | Reduced |
| LPL Financial LLC | 216,190 | $27.7M | 0.01% | +10,516+5.1% | Added |
| The PNC Financial Services Group, Inc. | 215,475 | $27.6M | 0.02% | +2,711+1.3% | Added |
| ProShare Advisors LLC | 214,738 | $27.5M | 0.07% | +100,401+87.8% | Added |
| TD Asset Management Inc | 215,595 | $27.4M | 0.02% | +11,398+5.6% | Added |
| CIBC World Markets Corp | 208,000 | $26.6M | 0.19% | +132,473+175.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 198,892 | $25.5M | 0.03% | +1,836+0.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 193,743 | $24.8M | 0.06% | +6,769+3.6% | Added |
| Stifel Financial Corp | 192,874 | $24.7M | 0.03% | +23,585+13.9% | Added |
| NewEdge Wealth, LLC | 191,256 | $24.5M | 0.44% | +33,031+20.9% | Added |
| Susquehanna International Group, LLP | 189,456 | $24.3M | 0.04% | +17,742+10.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 188,940 | $24.2M | 0.26% | +9,610+5.4% | Added |
| Brookfield Asset Management Inc. | 187,195 | $24.0M | 0.14% | −149,003−44.3% | Reduced |
| First Trust Advisors LP | 184,262 | $23.6M | 0.02% | +92,915+101.7% | Added |
| Guggenheim Capital LLC | 182,998 | $23.4M | 0.17% | +53,704+41.5% | Added |
| Vert Asset Management LLC | 180,451 | $23.1M | 7.97% | +818+0.5% | Added |
| WestEnd Advisors, LLC | 176,791 | $22.6M | 0.56% | +176,791 | New |
| Candriam Luxembourg S.C.A. | 176,242 | $22.6M | 0.13% | −15,474−8.1% | Reduced |
| Factory Mutual Insurance Co | 173,800 | $22.3M | 0.23% | +113,100+186.3% | Added |
| Capital Group Private Client Services, Inc. | 171,687 | $22.0M | 0.21% | +97,944+132.8% | Added |
| Arizona State Retirement System | 171,437 | $21.9M | 0.14% | +6,516+4.0% | Added |
| MetLife Investment Management | 168,461 | $21.6M | 0.12% | −9,167−5.2% | Reduced |
| Sanctuary Advisors, LLC | 153,586 | $21.2M | 0.13% | +69,228+82.1% | Added |
| Creative Planning | 165,077 | $21.1M | 0.02% | +3,682+2.3% | Added |
| Oversea-Chinese Banking CORP Ltd | 158,022 | $20.2M | 0.57% | +32,889+26.3% | Added |
| State of Michigan Retirement System | 157,609 | $20.2M | 0.10% | −6,100−3.7% | Reduced |
| Forsta Ap-Fonden | 152,500 | $19.5M | 0.15% | +54,600+55.8% | Added |
| Nissay Asset Management Corp | 151,185 | $19.4M | 0.12% | +6,208+4.3% | Added |
| Tudor Investment Corp Et Al | 149,000 | $19.1M | 0.21% | −317,340−68.0% | Reduced |
| Weiss Asset Management LP | 144,519 | $18.5M | 0.47% | +144,519 | New |
| Chilton Capital Management LLC | 144,404 | $18.5M | 0.77% | −22,057−13.3% | Reduced |
| Ensign Peak Advisors, Inc | 144,345 | $18.5M | 0.03% | +5,691+4.1% | Added |
| Corebridge Financial, Inc. | 143,866 | $18.4M | 0.10% | −8,802−5.8% | Reduced |
| Thrivent Financial for Lutherans | 142,881 | $18.3M | 0.03% | +21,757+18.0% | Added |
| Twin Tree Management, LP | 142,324 | $18.2M | 0.42% | +141,887+32,468.4% | Added |
| Andra AP-fonden | 137,600 | $17.6M | 0.26% | −600−0.4% | Reduced |
| New York Life Investment Management LLC | 137,595 | $17.6M | 0.17% | −15,998−10.4% | Reduced |
| Acadian Asset Management LLC | 133,997 | $17.1M | 0.05% | +48,917+57.5% | Added |
| Vestcor Inc | 132,167 | $16.9M | 0.53% | +6,685+5.3% | Added |
| Varma Mutual Pension Insurance Co | 124,776 | $16.8M | 0.13% | −7,400−5.6% | Reduced |
| Jane Street Group, LLC | 128,326 | $16.4M | 0.03% | −226,647−63.8% | Reduced |
| Alyeska Investment Group, L.P. | 127,694 | $16.3M | 0.08% | +127,694 | New |
| Tiaa Trust, National Association | 127,129 | $16.3M | 0.05% | −1,719−1.3% | Reduced |
| TCW Group Inc | 125,671 | $16.1M | 0.14% | −9,464−7.0% | Reduced |
| Prudential PLC | 124,643 | $16.0M | 0.08% | +26,114+26.5% | Added |
| USS Investment Management Ltd | 123,972 | $15.9M | 0.12% | +117+0.1% | Added |
| Manning & Napier Advisors LLC | 122,317 | $15.7M | 0.17% | −19,326−13.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 121,916 | $15.6M | 0.14% | +638+0.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 120,134 | $15.4M | 0.03% | +704+0.6% | Added |
| Caisse de Depot Et Placement du Quebec | 120,000 | $15.4M | 0.03% | +120,000 | New |
| Skandinaviska Enskilda Banken AB (publ) | 118,242 | $15.1M | 0.07% | +5,486+4.9% | Added |
| Czech National Bank | 117,885 | $15.1M | 0.15% | +3,947+3.5% | Added |
| Epoch Investment Partners, Inc. | 117,001 | $15.0M | 0.07% | −14,601−11.1% | Reduced |
| Calamos Advisors LLC | 116,954 | $15.0M | 0.07% | −2,869−2.4% | Reduced |
| Amalgamated Bank | 114,942 | $14.7M | 0.12% | −5,063−4.2% | Reduced |
| Yousif Capital Management, LLC | 105,871 | $13.6M | 0.15% | +3,330+3.2% | Added |
| DnB Asset Management AS | 105,044 | $13.4M | 0.06% | +9,474+9.9% | Added |
| Natixis | 104,256 | $13.3M | 0.08% | −200,542−65.8% | Reduced |
| Point72 Asset Management, L.P. | 103,535 | $13.3M | 0.05% | +90,211+677.1% | Added |
| Westpac Banking Corp | 102,730 | $13.2M | 0.88% | +417+0.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 102,000 | $13.1M | 0.03% | −29,000−22.1% | Reduced |
| Public Sector Pension Investment Board | 101,662 | $13.0M | 0.07% | +15,313+17.7% | Added |
| Makena Capital Management LLC | 101,577 | $13.0M | 3.12% | −2,850−2.7% | Reduced |