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 |
|---|---|---|---|---|---|
| Keybank National Association | 100,145 | $12.8M | 0.05% | −503,636−83.4% | Reduced |
| British Columbia Investment Management Corp | 99,764 | $12.8M | 0.08% | −9,196−8.4% | Reduced |
| Utah Retirement Systems | 99,703 | $12.8M | 0.14% | +2,200+2.3% | Added |
| Commonwealth Equity Services, LLC | 95,812 | $12.3M | 0.02% | −898−0.9% | Reduced |
| Metis Global Partners, LLC | 90,618 | $11.6M | 0.36% | +14,619+19.2% | Added |
| Transform Wealth, LLC | 90,078 | $11.5M | 0.76% | +9,215+11.4% | Added |
| Cetera Investment Advisers | 88,632 | $11.3M | 0.02% | +2,941+3.4% | Added |
| HighTower Advisors, LLC | 87,588 | $11.2M | 0.02% | +20,445+30.4% | Added |
| CNH Partners LLC | 85,942 | $10.9M | 0.25% | +13,624+18.8% | Added |
| CIBC Asset Management Inc | 84,541 | $10.8M | 0.04% | +4,622+5.8% | Added |
| Trust Co of Toledo NA | 83,280 | $10.7M | 1.44% | −1,218−1.4% | Reduced |
| Xponance, Inc. | 83,141 | $10.6M | 0.10% | +2,370+2.9% | Added |
| AMF Pensionsforsakring AB | 83,047 | $10.6M | 0.08% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 83,067 | $10.6M | 0.46% | −4,701−5.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 90,265 | $10.6M | 0.05% | +24,520+37.3% | Added |
| Rafferty Asset Management, LLC | 82,258 | $10.5M | 0.04% | −296−0.4% | Reduced |
| LGT Group Foundation | 82,413 | $10.5M | 0.17% | −7,600−8.4% | Reduced |
| Tredje AP-fonden | 81,421 | $10.4M | 0.09% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 80,492 | $10.3M | 0.02% | +8,046+11.1% | Added |
| Public Employees Retirement Association of Colorado | 80,219 | $10.3M | 0.04% | +1,074+1.4% | Added |
| Mariner, LLC | 79,618 | $10.2M | 0.02% | +3,469+4.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 79,509 | $10.2M | 0.02% | −786−1.0% | Reduced |
| Bank of Nova Scotia | 78,545 | $10.1M | 0.02% | +13,825+21.4% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 78,439 | $10.0M | 0.10% | +78,439 | New |
| Captrust Financial Advisors | 78,170 | $10.0M | 0.03% | −4,354−5.3% | Reduced |
| M&T Bank Corp | 77,858 | $9.97M | 0.03% | +2,389+3.2% | Added |
| Mutual of America Capital Management LLC | 77,373 | $9.91M | 0.10% | −4,340−5.3% | Reduced |
| Kempen Capital Management N.V. | 74,728 | $9.57M | 0.10% | +21,485+40.4% | Added |
| SG Americas Securities, LLC | 74,481 | $9.54M | 0.04% | −28,426−27.6% | Reduced |
| Pacer Advisors, Inc. | 73,455 | $9.40M | 0.02% | +31,322+74.3% | Added |
| GSI Capital Advisors LLC | 73,450 | $9.40M | 4.71% | −8,466−10.3% | Reduced |
| Central Trust Co | 73,205 | $9.37M | 0.22% | −1,821−2.4% | Reduced |
| Advisor Group Holdings, Inc. | 73,052 | $9.36M | 0.02% | −7,965−9.8% | Reduced |
| Fred Alger Management, LLC | 73,033 | $9.35M | 0.05% | +29,306+67.0% | Added |
| Credit Agricole S A | 70,843 | $9.07M | 0.05% | +10,537+17.5% | Added |
| Rockefeller Capital Management L.P. | 70,276 | $8.99M | 0.02% | +4,470+6.8% | Added |
| Windle Wealth, LLC | 69,171 | $8.86M | 4.81% | +312+0.5% | Added |
| QRG Capital Management, Inc. | 68,348 | $8.75M | 0.09% | +13,015+23.5% | Added |
| Intech Investment Management LLC | 67,065 | $8.59M | 0.10% | +36,580+120.0% | Added |
| Janney Montgomery Scott LLC | 66,802 | $8.55M | 0.02% | +12,599+23.2% | Added |
| Pensionfund DSM Netherlands | 63,753 | $8.16M | 3.74% | 00.0% | Unchanged |
| Agf Management Ltd | 61,259 | $7.84M | 0.04% | +1,575+2.6% | Added |
| CIBC World Markets Inc. | 60,761 | $7.78M | 0.02% | +17,287+39.8% | Added |
| Fifth Third Bancorp | 58,086 | $7.44M | 0.03% | +1,828+3.2% | Added |
| JustInvest LLC | 56,627 | $7.25M | 0.12% | +5,632+11.0% | Added |
| CWM Advisors, LLC | 56,324 | $7.21M | 0.74% | +53,785+2,118.4% | Added |
| Harbour Trust & Investment Management Co | 55,545 | $7.11M | 0.81% | −178−0.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 55,489 | $7.08M | 0.06% | +5,604+11.2% | Added |
| Advisors Management Group Inc | 55,292 | $7.08M | 1.67% | −172−0.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 54,878 | $7.03M | 0.01% | −523−0.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 52,885 | $6.77M | 0.26% | +30,113+132.2% | Added |
| Elo Mutual Pension Insurance Co | 52,781 | $6.76M | 0.14% | −2,932−5.3% | Reduced |
| Connors Investor Services Inc | 52,646 | $6.73M | 0.65% | −65,479−55.4% | Reduced |
| Liberty Mutual Group Asset Management Inc. | 51,858 | $6.64M | 1.01% | −35,305−40.5% | Reduced |
| Azimuth Capital Investment Management LLC | 51,580 | $6.60M | 0.26% | −9,244−15.2% | Reduced |
| Oregon Public Employees Retirement Fund | 49,538 | $6.34M | 0.12% | −1,822−3.5% | Reduced |
| Windward Capital Management Co | 49,461 | $6.33M | 0.48% | +1,642+3.4% | Added |
| Norinchukin Bank, The | 49,302 | $6.31M | 0.15% | +1,197+2.5% | Added |
| Peapack Gladstone Financial Corp | 47,198 | $6.04M | 0.09% | −102−0.2% | Reduced |
| Capital Fund Management S.A. | 47,003 | $6.02M | 0.07% | −68,678−59.4% | Reduced |
| Carret Asset Management, LLC | 46,351 | $5.93M | 0.64% | −3,570−7.2% | Reduced |
| Gulf International Bank (UK) Ltd | 46,344 | $5.93M | 0.15% | +971+2.1% | Added |
| Ethic Inc. | 63,202 | $5.91M | 0.15% | −3,852−5.7% | Reduced |
| Advisors Asset Management, Inc. | 45,925 | $5.88M | 0.11% | +3,460+8.1% | Added |
| Consolidated Planning Corp | 45,757 | $5.86M | 0.87% | +2,319+5.3% | Added |
| Callahan Advisors, LLC | 45,532 | $5.83M | 0.57% | −1,559−3.3% | Reduced |
| Vident Advisory, LLC | 44,952 | $5.76M | 0.14% | −48,342−51.8% | Reduced |
| US Bancorp | 44,837 | $5.74M | 0.01% | −1,235−2.7% | Reduced |
| Wealthfront Advisers LLC | 44,620 | $5.71M | 0.02% | −37−0.1% | Reduced |
| Pathstone Holdings, LLC | 44,609 | $5.71M | 0.03% | +548+1.2% | Added |
| Garland Capital Management Inc | 44,213 | $5.66M | 4.35% | −6,875−13.5% | Reduced |
| CI Private Wealth, LLC | 44,027 | $5.64M | 0.01% | +7,937+22.0% | Added |
| Pinnacle Associates Ltd | 61,590 | $5.55M | 0.10% | +1,344+2.2% | Added |
| Jones Financial Companies LLLP | 41,832 | $5.33M | 0.01% | +19,825+90.1% | Added |
| Avantax Advisory Services, Inc. | 40,737 | $5.22M | 0.03% | −599−1.4% | Reduced |
| Kentucky Retirement Systems | 40,315 | $5.16M | 0.15% | −4,742−10.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 39,664 | $5.08M | 0.00% | −141−0.4% | Reduced |
| Banque Cantonale Vaudoise | 39,480 | $5.05M | 0.21% | +19,446+97.1% | Added |
| Mizuho Securities USA LLC | 37,525 | $4.80M | 0.10% | −8,580−18.6% | Reduced |
| Sterling Capital Management LLC | 37,299 | $4.78M | 0.06% | +37,299 | New |
| Hartford Investment Management Co | 36,483 | $4.67M | 0.15% | −1,856−4.8% | Reduced |
| Quantinno Capital Management LP | 36,423 | $4.66M | 0.06% | +3,872+11.9% | Added |
| Impax Asset Management Group plc | 36,375 | $4.66M | 0.02% | +6,927+23.5% | Added |
| KMG Fiduciary Partners, LLC | 36,311 | $4.65M | 0.40% | −376−1.0% | Reduced |
| Stevens Capital Management LP | 36,148 | $4.63M | 0.66% | +36,148 | New |
| Buckingham Capital Management, Inc. | 35,954 | $4.60M | 0.53% | +8,214+29.6% | Added |
| Spirit of America Management Corp | 35,825 | $4.59M | 0.91% | +650+1.8% | Added |
| Gotham Asset Management, LLC | 35,485 | $4.54M | 0.05% | +37+0.1% | Added |
| MML Investors Services, LLC | 35,467 | $4.54M | 0.02% | +447+1.3% | Added |
| Brown Advisory Inc | 35,237 | $4.51M | 0.01% | −167−0.5% | Reduced |
| Atria Investments LLC | 35,072 | $4.49M | 0.06% | +5,927+20.3% | Added |
| Maryland State Retirement & Pension System | 34,766 | $4.45M | 0.09% | −11,356−24.6% | Reduced |
| D L Carlson Investment Group Inc | 34,748 | $4.45M | 0.81% | −47−0.1% | Reduced |
| DoubleLine ETF Adviser LP | 34,692 | $4.44M | 1.08% | +34,692 | New |
| Cambridge Investment Research Advisors, Inc. | 34,512 | $4.42M | 0.02% | +3,222+10.3% | Added |
| Oppenheimer Asset Management Inc. | 34,383 | $4.40M | 0.05% | −4,190−10.9% | Reduced |
| Sarasin & Partners LLP | 33,962 | $4.35M | 0.04% | 00.0% | Unchanged |
| Truist Financial Corp | 33,167 | $4.25M | 0.01% | −23,856−41.8% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 33,000 | $4.22M | 0.19% | +33,000 | New |
| Spinnaker Trust | 32,706 | $4.19M | 0.26% | −336−1.0% | Reduced |