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 |
|---|---|---|---|---|---|
| Westover Capital Advisors, LLC | 32,673 | $4.18M | 0.80% | −146−0.4% | Reduced |
| Louisiana State Employees Retirement System | 32,600 | $4.17M | 0.08% | −1,200−3.6% | Reduced |
| Naviter Wealth, LLC | 32,062 | $4.10M | 0.57% | −2,788−8.0% | Reduced |
| GeoWealth Management, LLC | 32,061 | $4.10M | 0.14% | +4,959+18.3% | Added |
| Securian Asset Management, Inc | 32,005 | $4.10M | 0.12% | −2,375−6.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 31,220 | $4.00M | 0.07% | −4,186−11.8% | Reduced |
| Legacy CG, LLC | 30,845 | $3.95M | 1.29% | +30,845 | New |
| Rainey & Randall Investment Management Inc. | 30,513 | $3.91M | 0.84% | +23+0.1% | Added |
| Schonfeld Strategic Advisors LLC | 30,357 | $3.89M | 0.03% | +19,651+183.6% | Added |
| Swiss Life Asset Management Ltd | 30,074 | $3.85M | 0.04% | −4,335−12.6% | Reduced |
| Tower Research Capital LLC (TRC) | 29,830 | $3.82M | 0.10% | −30,596−50.6% | Reduced |
| Davis Selected Advisers | 29,740 | $3.81M | 0.02% | −66,760−69.2% | Reduced |
| Blair William & Co | 29,399 | $3.76M | 0.01% | −187−0.6% | Reduced |
| Danica Pension, Livsforsikringsaktieselskab | 29,360 | $3.76M | 0.07% | +6,518+28.5% | Added |
| New Mexico Educational Retirement Board | 29,248 | $3.75M | 0.13% | +1,400+5.0% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 29,247 | $3.74M | 0.09% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 29,010 | $3.71M | 0.35% | −141−0.5% | Reduced |
| Vanderbilt University | 28,861 | $3.70M | 0.68% | −2,971−9.3% | Reduced |
| Ranger Global Real Estate Advisors, LLC | 28,717 | $3.68M | 1.59% | +28,717 | New |
| Pensionfund Sabic | 28,559 | $3.66M | 1.14% | −4,700−14.1% | Reduced |
| 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 |
| Shell Asset Management Co | 28,373 | $3.63M | 0.16% | +28,373 | New |
| BCJ Capital Management, LLC | 27,918 | $3.57M | 0.27% | −4,806−14.7% | Reduced |
| Crossmark Global Holdings, Inc. | 27,838 | $3.56M | 0.06% | −282−1.0% | Reduced |
| Oppenheimer & Co Inc | 27,780 | $3.56M | 0.05% | −302−1.1% | Reduced |
| ING Groep NV | 27,191 | $3.48M | 0.02% | +27,191 | New |
| Raymond James Trust N.A. | 27,183 | $3.48M | 0.08% | +2,517+10.2% | Added |
| Erste Asset Management GmbH | 27,200 | $3.46M | 0.04% | +1,900+7.5% | Added |
| National Asset Management, Inc. | 27,126 | $3.45M | 0.10% | −3,695−12.0% | Reduced |
| Nicola Wealth Management Ltd. | 19,795 | $3.43M | 0.27% | −4,200−17.5% | Reduced |
| Dean Investment Associates, LLC | 26,448 | $3.39M | 0.46% | −864−3.2% | Reduced |
| Kornitzer Capital Management Inc | 26,400 | $3.38M | 0.06% | −6,690−20.2% | Reduced |
| Boston Family Office LLC | 26,217 | $3.36M | 0.23% | +416+1.6% | Added |
| Romano Brothers and Company | 26,053 | $3.34M | 0.42% | −100−0.4% | Reduced |
| Appleton Partners Inc | 26,004 | $3.33M | 0.24% | −200−0.8% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 25,500 | $3.27M | 0.04% | 00.0% | Unchanged |
| Twinbeech Capital LP | 25,413 | $3.25M | 0.06% | +25,413 | New |
| Summit Place Financial Advisors, LLC | 25,400 | $3.25M | 1.81% | −4,484−15.0% | Reduced |
| Meiji Yasuda Life Insurance Co | 25,342 | $3.24M | 0.06% | +2,204+9.5% | Added |
| Kestra Private Wealth Services, LLC | 25,203 | $3.23M | 0.06% | −1,637−6.1% | Reduced |
| Lincluden Management Ltd | 25,027 | $3.20M | 0.35% | −552−2.2% | Reduced |
| NEOS Investment Management LLC | 24,200 | $3.10M | 0.09% | +4,872+25.2% | Added |
| Avitas Wealth Management LLC | 24,160 | $3.09M | 0.43% | +340+1.4% | Added |
| E. Ohman J:or Asset Management AB | 24,054 | $3.08M | 0.08% | −350−1.4% | Reduced |
| Gamco Investors, Inc. Et Al | 23,750 | $3.04M | 0.03% | −500−2.1% | Reduced |
| WESPAC Advisors SoCal, LLC | 23,744 | $3.04M | 0.70% | +23,744 | New |
| Walleye Capital LLC | 23,554 | $3.02M | 0.03% | +13,295+129.6% | Added |
| Perpetual Ltd | 23,384 | $2.99M | 0.03% | −6,880−22.7% | Reduced |
| Red Cedar Investment Management, LLC | 22,986 | $2.94M | 0.37% | +15,547+209.0% | Added |
| MAI Capital Management | 22,927 | $2.94M | 0.03% | −651−2.8% | Reduced |
| Ieq Capital, LLC | 22,585 | $2.89M | 0.04% | +2,032+9.9% | Added |
| Campbell & CO Investment Adviser LLC | 22,404 | $2.87M | 0.21% | +122+0.5% | Added |
| Moran Wealth Management, LLC | 21,636 | $2.77M | 0.09% | −126−0.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 21,504 | $2.75M | 0.01% | −155−0.7% | Reduced |
| Commerce Bank | 21,331 | $2.73M | 0.02% | −1,985−8.5% | Reduced |
| Colony Group, LLC | 21,097 | $2.70M | 0.01% | +4,138+24.4% | Added |
| Toroso Investments, LLC | 21,016 | $2.69M | 0.03% | +6,639+46.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 20,997 | $2.69M | 0.03% | +251+1.2% | Added |
| Veriti Management LLC | 20,919 | $2.68M | 0.14% | +3,285+18.6% | Added |
| Kinneret Advisory, LLC | 20,913 | $2.68M | 0.25% | −274−1.3% | Reduced |
| FJ Capital Management LLC | 20,642 | $2.64M | 0.28% | −1,466−6.6% | Reduced |
| Assenagon Asset Management S.A. | 20,566 | $2.63M | 0.01% | +3,335+19.4% | Added |
| United Capital Financial Advisers, LLC | 20,404 | $2.61M | 0.02% | +126+0.6% | Added |
| Ossiam | 20,263 | $2.59M | 0.05% | −7,148−26.1% | Reduced |
| Allstate Corp | 20,201 | $2.59M | 0.25% | −8,965−30.7% | Reduced |
| Merit Financial Group, LLC | 20,066 | $2.57M | 0.06% | −9,881−33.0% | Reduced |
| Lazard Asset Management LLC | 19,979 | $2.56M | 0.00% | +11,459+134.5% | Added |
| Centiva Capital, LP | 19,903 | $2.55M | 0.12% | +14,521+269.8% | Added |
| Investment Management Corp of Ontario | 19,816 | $2.54M | 0.06% | +7,200+57.1% | Added |
| Benjamin Edwards Inc | 19,722 | $2.53M | 0.04% | +5,132+35.2% | Added |
| Vontobel Holding Ltd. | 19,617 | $2.51M | 0.01% | +1,846+10.4% | Added |
| Private Advisor Group, LLC | 19,616 | $2.51M | 0.02% | −302−1.5% | Reduced |
| GEM Realty Capital | 19,527 | $2.50M | 0.24% | −309,862−94.1% | Reduced |
| Concurrent Investment Advisors, LLC | 19,263 | $2.47M | 0.07% | −86−0.4% | Reduced |
| Omers Administration Corp | 19,259 | $2.47M | 0.02% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 19,140 | $2.45M | 0.19% | +1,321+7.4% | Added |
| Beck Capital Management, LLC | 19,138 | $2.45M | 0.65% | +19,138 | New |
| Sheaff Brock Investment Advisors, LLC | 19,109 | $2.45M | 0.21% | −268−1.4% | Reduced |
| Capital Investment Advisors, LLC | 18,875 | $2.42M | 0.05% | −316−1.6% | Reduced |
| GYL Financial Synergies, LLC | 18,699 | $2.39M | 0.18% | −415−2.2% | Reduced |
| Forte Capital LLC | 18,618 | $2.38M | 0.27% | −42−0.2% | Reduced |
| Aster Capital Management (DIFC) Ltd | 18,607 | $2.38M | 0.52% | +18,607 | New |
| Diversified Trust Co | 18,474 | $2.37M | 0.06% | +8,940+93.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 18,341 | $2.35M | 0.05% | −688−3.6% | Reduced |
| Beacon Pointe Advisors, LLC | 18,301 | $2.34M | 0.03% | −142−0.8% | Reduced |
| Everence Capital Management Inc | 17,680 | $2.26M | 0.14% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 17,636 | $2.26M | 0.10% | +2,305+15.0% | Added |
| Federated Hermes, Inc. | 17,422 | $2.23M | 0.00% | +8,085+86.6% | Added |
| V-Square Quantitative Management LLC | 17,220 | $2.20M | 0.32% | +378+2.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 17,134 | $2.19M | 0.15% | −2,151−11.2% | Reduced |
| D.A. Davidson & Co. | 17,118 | $2.19M | 0.02% | +949+5.9% | Added |
| Paloma Partners Management Co | 17,017 | $2.18M | 0.12% | +4,806+39.4% | Added |
| Atria Wealth Solutions, Inc. | 16,812 | $2.15M | 0.02% | +600+3.7% | Added |
| Longbow Finance SA | 16,746 | $2.14M | 0.23% | +16,746 | New |
| Proquility Private Wealth Partners, LLC | 16,743 | $2.14M | 0.69% | −3,798−18.5% | Reduced |
| Sumitomo Life Insurance Co | 16,672 | $2.13M | 0.04% | +385+2.4% | Added |
| Wambolt & Associates, LLC | 16,615 | $2.12M | 0.58% | +441+2.7% | Added |
| Edgemoor Investment Advisors, Inc. | 16,420 | $2.10M | 0.18% | −80−0.5% | Reduced |
| Brinker Capital Investments, LLC | 16,280 | $2.08M | 0.02% | +821+5.3% | Added |