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, Q4 2024
Institutional positions in Welltower Inc. as of Dec 31, 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
- 1,132
- +84 vs. Q3 2024
- Shares held
- 617.9M
- +17.4M (+2.9%) vs. Q3 2024
- Total value
- $77.9B
- +$1.03B (+1.3%) vs. Q3 2024
- New holders
- 160
- 462 more added
- Sold out
- 76
- 325 more reduced
16 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 98,295,258 | $12.4B | 0.22% | +2,612,044+2.7% | Added |
| BlackRock, Inc. | 64,901,077 | $8.18B | 0.17% | +3,364,141+5.5% | Added |
| Cohen & Steers, Inc. | 37,910,647 | $4.78B | 9.05% | −115,091−0.3% | Reduced |
| Capital International Investors | 37,096,408 | $4.67B | 0.88% | +318,496+0.9% | Added |
| State Street Corp | 36,436,383 | $4.59B | 0.18% | +806,612+2.3% | Added |
| Norges Bank | 31,293,282 | $3.94B | 0.52% | −201,930−0.6% | Reduced |
| Bank of America Corp | 18,706,788 | $2.36B | 0.22% | +1,652,611+9.7% | Added |
| Wellington Management Group LLP | 18,675,122 | $2.35B | 0.43% | −10,722−0.1% | Reduced |
| FMR LLC | 15,782,795 | $1.99B | 0.12% | +1,354,231+9.4% | Added |
| Geode Capital Management, LLC | 13,558,841 | $1.71B | 0.13% | +644,494+5.0% | Added |
| Principal Financial Group Inc | 11,908,639 | $1.50B | 0.82% | −266,153−2.2% | Reduced |
| JPMorgan Chase & Co | 10,140,738 | $1.28B | 0.10% | −2,591,848−20.4% | Reduced |
| Northern Trust Corp | 8,430,496 | $1.06B | 0.15% | +2,939,229+53.5% | Added |
| UBS Asset Management Americas Inc | 7,632,705 | $961.9M | 0.22% | +712,279+10.3% | Added |
| Dimensional Fund Advisors LP | 7,475,809 | $942.2M | 0.23% | −282,630−3.6% | Reduced |
| Invesco Ltd. | 7,424,997 | $935.8M | 0.17% | +6,651+0.1% | Added |
| Morgan Stanley | 7,074,482 | $891.6M | 0.06% | −116,049−1.6% | Reduced |
| Legal & General Group Plc | 6,890,101 | $868.4M | 0.23% | −237,440−3.3% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,518,273 | $821.5M | 0.88% | +233,519+3.7% | Added |
| Price T Rowe Associates Inc | 6,301,468 | $794.2M | 0.09% | −49,962−0.8% | Reduced |
| Daiwa Securities Group Inc. | 6,239,086 | $786.3M | 3.51% | −459,753−6.9% | Reduced |
| Charles Schwab Investment Management Inc | 6,078,738 | $766.1M | 0.14% | +12,525+0.2% | Added |
| Resolution Capital Ltd | 5,769,173 | $727.1M | 13.08% | −332,651−5.5% | Reduced |
| Deutsche Bank AG | 5,003,103 | $630.5M | 0.25% | +254,556+5.4% | Added |
| Centersquare Investment Management LLC | 4,894,411 | $616.8M | 6.51% | −272,322−5.3% | Reduced |
| Nuveen Asset Management, LLC | 4,790,755 | $603.8M | 0.17% | −46,686−1.0% | Reduced |
| Bank of New York Mellon Corp | 3,884,674 | $489.6M | 0.09% | +117,170+3.1% | Added |
| Amundi | 3,773,827 | $477.3M | 0.17% | +589,255+18.5% | Added |
| Goldman Sachs Group Inc | 3,698,322 | $466.1M | 0.09% | −330,395−8.2% | Reduced |
| Russell Investments Group, Ltd. | 3,491,099 | $439.9M | 0.61% | −311,856−8.2% | Reduced |
| Zimmer Partners, LP | 3,329,794 | $419.7M | 7.28% | +13,044+0.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,106,666 | $391.5M | 0.26% | +192,303+6.6% | Added |
| Prudential Financial Inc | 2,777,413 | $350.0M | 0.48% | −186,983−6.3% | Reduced |
| Duff & Phelps Investment Management Co | 2,575,721 | $324.6M | 3.89% | +38,425+1.5% | Added |
| PGGM Investments | 2,572,949 | $324.3M | 4.31% | −47,323−1.8% | Reduced |
| SEI Investments Co | 2,559,488 | $322.6M | 0.41% | −57,262−2.2% | Reduced |
| HSBC Holdings PLC | 2,206,866 | $277.9M | 0.17% | +7,855+0.4% | Added |
| UBS Group AG | 2,019,760 | $254.6M | 0.06% | +332,269+19.7% | Added |
| Cbre Clarion Securities LLC | 1,936,954 | $244.1M | 4.32% | +285,015+17.3% | Added |
| Macquarie Group Ltd | 1,852,363 | $230.6M | 0.28% | −102,467−5.2% | Reduced |
| Swiss National Bank | 1,747,200 | $220.2M | 0.15% | −27,500−1.5% | Reduced |
| California Public Employees Retirement System | 1,661,201 | $209.4M | 0.14% | +632,143+61.4% | Added |
| Ameriprise Financial Inc | 1,603,050 | $197.5M | 0.05% | −90,398−5.3% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,541,472 | $194.3M | 0.39% | +1,541,472 | New |
| Nordea Investment Management AB | 1,477,388 | $185.6M | 0.19% | +324,520+28.1% | Added |
| Lasalle Investment Management Securities LLC | 1,439,634 | $181.4M | 7.67% | +96,853+7.2% | Added |
| Aew Capital Management L P | 1,408,478 | $177.5M | 8.58% | +38,130+2.8% | Added |
| National Pension Service | 1,403,960 | $176.9M | 0.17% | +18,668+1.3% | Added |
| Voya Investment Management LLC | 1,388,326 | $174.9M | 0.18% | −71,621−4.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,341,018 | $168.7M | 0.16% | +107,987+8.8% | Added |
| APG Asset Management US Inc. | 1,338,117 | $168.6M | 1.28% | +23,551+1.8% | Added |
| Schroder Investment Management Group | 1,349,763 | $168.6M | 0.16% | +45,159+3.5% | Added |
| Standard Life Aberdeen plc | 1,337,207 | $167.7M | 0.31% | +26,146+2.0% | Added |
| Citadel Advisors LLC | 1,316,675 | $165.9M | 0.15% | −229,929−14.9% | Reduced |
| Rhumbline Advisers | 1,247,395 | $157.2M | 0.14% | +63,378+5.4% | Added |
| Canada Pension Plan Investment Board | 1,223,932 | $154.3M | 0.15% | −914,286−42.8% | Reduced |
| BNP Paribas Arbitrage, SA | 1,222,821 | $154.1M | 0.12% | +74,280+6.5% | Added |
| Great West Life Assurance Co | 1,219,856 | $153.5M | 0.26% | +104,510+9.4% | Added |
| Allianz Asset Management GmbH | 1,206,791 | $152.1M | 0.22% | −35,565−2.9% | Reduced |
| Adelante Capital Management LLC | 1,171,232 | $147.6M | 10.25% | +8,537+0.7% | Added |
| American Century Companies Inc | 1,169,989 | $147.5M | 0.08% | −25,685−2.1% | Reduced |
| Bamco Inc | 1,151,495 | $145.1M | 0.38% | +176,736+18.1% | Added |
| Alliancebernstein L.P. | 1,140,397 | $143.7M | 0.05% | +79,444+7.5% | Added |
| Asset Management One Co.,Ltd. | 1,143,663 | $143.0M | 0.49% | +36,206+3.3% | Added |
| Qube Research & Technologies Ltd | 1,123,800 | $141.6M | 0.23% | +417,046+59.0% | Added |
| Nomura Asset Management Co Ltd | 1,104,703 | $139.2M | 0.42% | +56,719+5.4% | Added |
| Public Employees Retirement System of Ohio | 1,099,391 | $138.6M | 0.48% | +4,610+0.4% | Added |
| Pictet Asset Management Holding SA | 1,069,105 | $134.7M | 0.15% | +6,802+0.6% | Added |
| Wells Fargo & Company | 1,042,404 | $131.4M | 0.03% | −24,267−2.3% | Reduced |
| Millennium Management LLC | 1,018,365 | $128.3M | 0.11% | +437,714+75.4% | Added |
| D. E. Shaw & Co., Inc. | 979,040 | $123.4M | 0.14% | +466,624+91.1% | Added |
| California State Teachers Retirement System | 972,353 | $122.5M | 0.14% | +41,963+4.5% | Added |
| Barclays PLC | 841,264 | $106.0M | 0.05% | −843,182−50.1% | Reduced |
| Royal Bank of Canada | 810,505 | $102.1M | 0.02% | +223,741+38.1% | Added |
| STRS Ohio | 776,959 | $97.9M | 0.39% | −19,728−2.5% | Reduced |
| New York State Common Retirement Fund | 766,965 | $96.7M | 0.13% | +23,600+3.2% | Added |
| Raymond James Financial Inc | 718,597 | $90.6M | 0.03% | +718,597 | New |
| Capital Research Global Investors | 678,940 | $85.6M | 0.02% | +14,994+2.3% | Added |
| Heitman Real Estate Securities LLC | 648,492 | $81.7M | 5.26% | +32,344+5.2% | Added |
| Adage Capital Partners GP, L.L.C. | 642,706 | $81.0M | 0.14% | −87,800−12.0% | Reduced |
| Swedbank AB | 635,283 | $80.1M | 0.10% | −10,763−1.7% | Reduced |
| Bank of Montreal | 625,207 | $78.8M | 0.04% | −100,923−13.9% | Reduced |
| Renaissance Technologies LLC | 622,763 | $78.5M | 0.12% | +119,800+23.8% | Added |
| Alyeska Investment Group, L.P. | 581,839 | $73.3M | 0.28% | +454,145+355.7% | Added |
| Janus Henderson Group PLC | 578,584 | $72.8M | 0.04% | −534,528−48.0% | Reduced |
| State Board of Administration of Florida Retirement System | 566,427 | $71.4M | 0.14% | +1,652+0.3% | Added |
| Neuberger Berman Group LLC | 548,287 | $69.1M | 0.05% | −64,773−10.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 544,838 | $68.7M | 0.20% | +128,090+30.7% | Added |
| Teacher Retirement System of Texas | 538,763 | $67.9M | 0.24% | +221,692+69.9% | Added |
| Citigroup Inc | 534,977 | $67.4M | 0.06% | +217,939+68.7% | Added |
| AXA S.A. | 506,976 | $63.9M | 0.19% | +40,837+8.8% | Added |
| Storebrand Asset Management AS | 497,460 | $62.7M | 0.19% | +256,145+106.1% | Added |
| Korea Investment CORP | 479,945 | $60.5M | 0.14% | +236,233+96.9% | Added |
| National Bank of Canada | 465,559 | $58.7M | 0.08% | +230,314+97.9% | Added |
| State of New Jersey Common Pension Fund D | 464,337 | $58.5M | 0.24% | +6,741+1.5% | Added |
| Retirement Systems of Alabama | 462,742 | $58.3M | 0.22% | −7,677−1.6% | Reduced |
| Envestnet Asset Management Inc | 458,454 | $57.8M | 0.02% | −39,017−7.8% | Reduced |
| New York State Teachers Retirement System | 456,916 | $57.6M | 0.12% | +1,091+0.2% | Added |
| Danske Bank A/S | 424,472 | $53.5M | 0.16% | +147,562+53.3% | Added |
| Capital International Inc | 421,668 | $53.1M | 0.63% | +65,931+18.5% | Added |