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 |
|---|---|---|---|---|---|
| Tredje AP-fonden | 81,421 | $10.3M | 0.09% | 00.0% | Unchanged |
| LGT Group Foundation | 82,318 | $10.4M | 0.16% | −95−0.1% | Reduced |
| Venture Visionary Partners LLC | 82,371 | $10.4M | 0.44% | −696−0.8% | Reduced |
| AMF Pensionsforsakring AB | 83,047 | $10.5M | 0.07% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 83,383 | $10.5M | 0.02% | +3,874+4.9% | Added |
| Bank of Nova Scotia | 84,054 | $10.6M | 0.02% | +5,509+7.0% | Added |
| Public Employees Retirement Association of Colorado | 84,220 | $10.6M | 0.04% | +4,001+5.0% | Added |
| Commonwealth Equity Services, LLC | 85,585 | $10.8M | 0.02% | −10,227−10.7% | Reduced |
| Cinctive Capital Management LP | 86,343 | $10.9M | 0.59% | +86,343 | New |
| Cetera Investment Advisers | 86,745 | $10.9M | 0.02% | −1,887−2.1% | Reduced |
| HighTower Advisors, LLC | 87,598 | $11.0M | 0.02% | +100.0% | Added |
| Swiss Life Asset Management Ltd | 87,856 | $11.1M | 0.08% | +57,782+192.1% | Added |
| New York Life Investment Management LLC | 88,069 | $11.1M | 0.11% | −49,526−36.0% | Reduced |
| Nomura Holdings Inc | 88,167 | $11.1M | 0.06% | +88,167 | New |
| Westpac Banking Corp | 88,961 | $11.2M | 0.74% | −13,769−13.4% | Reduced |
| Kempen Capital Management N.V. | 89,112 | $11.2M | 0.11% | +14,384+19.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 89,722 | $11.3M | 0.11% | +89,722 | New |
| CIBC Asset Management Inc | 90,036 | $11.3M | 0.04% | +5,495+6.5% | Added |
| Xponance, Inc. | 90,087 | $11.4M | 0.10% | +6,946+8.4% | Added |
| Metis Global Partners, LLC | 94,192 | $11.9M | 0.36% | +3,574+3.9% | Added |
| Keybank National Association | 99,218 | $12.5M | 0.05% | −927−0.9% | Reduced |
| Connors Investor Services Inc | 99,921 | $12.6M | 1.18% | +47,275+89.8% | Added |
| Utah Retirement Systems | 102,203 | $12.9M | 0.14% | +2,500+2.5% | Added |
| Transform Wealth, LLC | 102,650 | $12.9M | 0.72% | +12,572+14.0% | Added |
| Yousif Capital Management, LLC | 103,137 | $13.0M | 0.14% | −2,734−2.6% | Reduced |
| Prudential PLC | 103,991 | $13.1M | 0.07% | −20,652−16.6% | Reduced |
| TCW Group Inc | 104,447 | $13.2M | 0.11% | −21,224−16.9% | Reduced |
| Acadian Asset Management LLC | 107,850 | $13.6M | 0.04% | −26,147−19.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 116,809 | $14.0M | 0.06% | +26,544+29.4% | Added |
| USS Investment Management Ltd | 111,703 | $14.1M | 0.10% | −12,269−9.9% | Reduced |
| Los Angeles Capital Management LLC | 112,692 | $14.2M | 0.06% | −160,377−58.7% | Reduced |
| Amalgamated Bank | 114,581 | $14.4M | 0.12% | −361−0.3% | Reduced |
| Easterly Investment Partners LLC | 114,716 | $14.5M | 1.14% | +101,704+781.6% | Added |
| Calamos Advisors LLC | 116,954 | $14.7M | 0.07% | 00.0% | Unchanged |
| Vestcor Inc | 117,278 | $14.8M | 0.49% | −14,889−11.3% | Reduced |
| British Columbia Investment Management Corp | 118,434 | $14.9M | 0.09% | +18,670+18.7% | Added |
| New Age Alpha Advisors, LLC | 119,216 | $15.0M | 0.61% | +119,216 | New |
| Skandinaviska Enskilda Banken AB (publ) | 121,024 | $15.1M | 0.07% | +2,782+2.4% | Added |
| Teachers Retirement System of the State of Kentucky | 120,976 | $15.2M | 0.13% | −940−0.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 121,080 | $15.3M | 0.03% | +946+0.8% | Added |
| ProShare Advisors LLC | 122,602 | $15.5M | 0.04% | −92,136−42.9% | Reduced |
| Mercer Global Advisors Inc | 123,777 | $15.6M | 0.04% | +43,285+53.8% | Added |
| Cercano Management LLC | 123,863 | $15.6M | 0.40% | +123,863 | New |
| Tiaa Trust, National Association | 125,130 | $15.8M | 0.05% | −1,999−1.6% | Reduced |
| Thrivent Financial for Lutherans | 125,544 | $15.8M | 0.03% | −17,337−12.1% | Reduced |
| Czech National Bank | 128,261 | $16.2M | 0.15% | +10,376+8.8% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 128,339 | $16.2M | 0.16% | +49,900+63.6% | Added |
| Jefferies Financial Group Inc. | 129,000 | $16.3M | 0.18% | +129,000 | New |
| DnB Asset Management AS | 129,635 | $16.3M | 0.07% | +24,591+23.4% | Added |
| Varma Mutual Pension Insurance Co | 130,276 | $16.4M | 0.12% | +5,500+4.4% | Added |
| Oversea-Chinese Banking CORP Ltd | 133,218 | $16.8M | 0.48% | −24,804−15.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 138,133 | $17.4M | 0.11% | +107,776+355.0% | Added |
| Andra AP-fonden | 143,800 | $18.1M | 0.29% | +6,200+4.5% | Added |
| Chilton Capital Management LLC | 144,627 | $18.2M | 0.77% | +223+0.2% | Added |
| Ensign Peak Advisors, Inc | 146,650 | $18.5M | 0.03% | +2,305+1.6% | Added |
| B&I Capital AG | 150,820 | $19.0M | 6.19% | −89,480−37.2% | Reduced |
| Public Sector Pension Investment Board | 154,150 | $19.4M | 0.08% | +52,488+51.6% | Added |
| Intech Investment Management LLC | 156,016 | $19.7M | 0.19% | +88,951+132.6% | Added |
| Forsta Ap-Fonden | 156,900 | $19.8M | 0.14% | +4,400+2.9% | Added |
| Nissay Asset Management Corp | 159,143 | $19.9M | 0.12% | +7,958+5.3% | Added |
| State of Michigan Retirement System | 160,509 | $20.2M | 0.11% | +2,900+1.8% | Added |
| Creative Planning | 162,503 | $20.5M | 0.02% | −2,574−1.6% | Reduced |
| Corebridge Financial, Inc. | 165,902 | $20.9M | 0.11% | +22,036+15.3% | Added |
| Balyasny Asset Management LLC | 167,179 | $21.1M | 0.05% | +153,869+1,156.0% | Added |
| WestEnd Advisors, LLC | 170,686 | $21.5M | 0.55% | −6,105−3.5% | Reduced |
| CIBC World Markets Inc. | 173,233 | $21.8M | 0.05% | +112,472+185.1% | Added |
| Sanctuary Advisors, LLC | 159,160 | $21.8M | 0.14% | +5,574+3.6% | Added |
| MetLife Investment Management | 174,376 | $22.0M | 0.12% | +5,915+3.5% | Added |
| Arizona State Retirement System | 178,218 | $22.5M | 0.14% | +6,781+4.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 179,342 | $22.6M | 0.06% | −14,401−7.4% | Reduced |
| Vert Asset Management LLC | 180,750 | $22.8M | 7.80% | +299+0.2% | Added |
| ExodusPoint Capital Management, LP | 182,136 | $23.0M | 0.24% | +182,136 | New |
| Caisse de Depot Et Placement du Quebec | 184,100 | $23.2M | 0.05% | +64,100+53.4% | Added |
| NewEdge Wealth, LLC | 191,273 | $24.1M | 0.42% | +170.0% | Added |
| Stifel Financial Corp | 193,138 | $24.3M | 0.03% | +264+0.1% | Added |
| 1832 Asset Management L.P. | 198,511 | $25.0M | 0.04% | −470,475−70.3% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 204,857 | $25.8M | 0.14% | +204,857 | New |
| Credit Agricole S A | 207,966 | $26.2M | 0.09% | +137,123+193.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 208,508 | $26.3M | 0.27% | +19,568+10.4% | Added |
| KLP Kapitalforvaltning AS | 210,746 | $26.6M | 0.13% | +210,746 | New |
| The PNC Financial Services Group, Inc. | 212,815 | $26.8M | 0.02% | −2,660−1.2% | Reduced |
| TD Asset Management Inc | 214,294 | $27.0M | 0.02% | −1,301−0.6% | Reduced |
| State of Tennessee, Treasury Department | 215,404 | $27.1M | 0.10% | −2,147−1.0% | Reduced |
| Susquehanna Fundamental Investments, LLC | 217,421 | $27.4M | 0.46% | +217,421 | New |
| Natixis | 219,528 | $27.7M | 0.19% | +115,272+110.6% | Added |
| Umb Bank N A | 220,038 | $27.7M | 0.44% | +1,552+0.7% | Added |
| Worldquant Millennium Advisors LLC | 221,098 | $27.9M | 0.18% | +221,098 | New |
| Ci Investments Inc. | 224,446 | $28.3M | 0.11% | −6,334−2.7% | Reduced |
| Cerity Partners LLC | 227,414 | $28.7M | 0.06% | +1,300+0.6% | Added |
| CIBC World Markets Corp | 230,918 | $29.1M | 0.17% | +22,918+11.0% | Added |
| First Trust Advisors LP | 231,615 | $29.2M | 0.03% | +47,353+25.7% | Added |
| Mackenzie Financial Corp | 233,792 | $29.5M | 0.04% | −47,677−16.9% | Reduced |
| Hazelview Securities Inc. | 241,117 | $29.9M | 5.46% | +241,117 | New |
| AQR Capital Management LLC | 245,854 | $30.9M | 0.04% | −101,314−29.2% | Reduced |
| Capital Fund Management S.A. | 246,320 | $31.0M | 0.31% | +199,317+424.1% | Added |
| Braun Stacey Associates Inc | 248,374 | $31.3M | 1.17% | −5,360−2.1% | Reduced |
| LPL Financial LLC | 248,374 | $31.3M | 0.01% | +32,184+14.9% | Added |
| Susquehanna International Group, LLP | 248,943 | $31.4M | 0.05% | +59,487+31.4% | Added |
| IFM Investors Pty Ltd | 257,764 | $32.5M | 0.33% | −6,604−2.5% | Reduced |
| Royal London Asset Management Ltd | 262,012 | $33.0M | 0.08% | +16,214+6.6% | Added |