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 |
|---|---|---|---|---|---|
| Factory Mutual Insurance Co | 265,300 | $33.4M | 0.36% | +91,500+52.6% | Added |
| Brookfield Asset Management Inc. | 266,997 | $33.6M | 0.20% | +79,802+42.6% | Added |
| Van Eck Associates Corp | 280,340 | $35.3M | 0.05% | +982+0.4% | Added |
| Treasurer of the State of North Carolina | 297,392 | $37.5M | 0.15% | +7,140+2.5% | Added |
| Nisa Investment Advisors, LLC | 297,783 | $37.5M | 0.15% | −12,326−4.0% | Reduced |
| Capital Group Private Client Services, Inc. | 302,759 | $38.2M | 0.35% | +131,072+76.3% | Added |
| Chevy Chase Trust Holdings, Inc. | 312,712 | $39.4M | 0.12% | −1080.0% | Reduced |
| Toronto Dominion Bank | 319,949 | $40.3M | 0.08% | −38,426−10.7% | Reduced |
| Employees Retirement System of Texas | 320,000 | $40.3M | 0.34% | +21,000+7.0% | Added |
| APG Asset Management N.V. | 332,178 | $40.4M | 0.11% | +325,791+5,100.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 326,342 | $41.1M | 0.26% | +94,863+41.0% | Added |
| Handelsbanken Fonder AB | 335,825 | $42.3M | 0.16% | +18,807+5.9% | Added |
| Resona Asset Management Co.,Ltd. | 342,014 | $42.9M | 0.25% | +16,517+5.1% | Added |
| Franklin Resources Inc | 341,017 | $43.0M | 0.01% | −50,247−12.8% | Reduced |
| Uniplan Investment Counsel, Inc. | 343,038 | $43.2M | 4.02% | −7,323−2.1% | Reduced |
| Bowen Hanes & Co Inc | 346,281 | $43.6M | 1.17% | 00.0% | Unchanged |
| Victory Capital Management Inc | 346,986 | $43.7M | 0.04% | −16,392−4.5% | Reduced |
| State of Wisconsin Investment Board | 352,977 | $44.5M | 0.12% | −20,131−5.4% | Reduced |
| Natixis Advisors, L.P. | 355,665 | $44.8M | 0.08% | +20,106+6.0% | Added |
| CORDA Investment Management, LLC. | 357,916 | $45.1M | 3.60% | −10,472−2.8% | Reduced |
| State of Alaska, Department of Revenue | 366,407 | $46.2M | 0.52% | +9,308+2.6% | Added |
| Robeco Institutional Asset Management B.V. | 371,016 | $46.8M | 0.09% | −13,535−3.5% | Reduced |
| Aviva PLC | 372,473 | $46.9M | 0.12% | −241,437−39.3% | Reduced |
| DekaBank Deutsche Girozentrale | 382,262 | $47.2M | 0.09% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 381,328 | $48.1M | 0.04% | −29,034−7.1% | Reduced |
| M.D. Sass Investors Services, Inc. | 386,946 | $48.8M | 3.74% | +386,946 | New |
| FIL Ltd | 395,077 | $49.8M | 0.05% | +71,457+22.1% | Added |
| UniSuper Management Pty Ltd | 395,744 | $49.9M | 0.36% | +12,364+3.2% | Added |
| KBC Group NV | 396,776 | $50.0M | 0.14% | +174,771+78.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 402,688 | $50.8M | 0.12% | +123,228+44.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 413,000 | $52.1M | 0.11% | +311,000+304.9% | Added |
| Border to Coast Pensions Partnership Ltd | 415,000 | $52.3M | 1.02% | −10,000−2.4% | Reduced |
| Capital International Inc | 421,668 | $53.1M | 0.63% | +65,931+18.5% | Added |
| Danske Bank A/S | 424,472 | $53.5M | 0.16% | +147,562+53.3% | Added |
| New York State Teachers Retirement System | 456,916 | $57.6M | 0.12% | +1,091+0.2% | Added |
| Envestnet Asset Management Inc | 458,454 | $57.8M | 0.02% | −39,017−7.8% | Reduced |
| Retirement Systems of Alabama | 462,742 | $58.3M | 0.22% | −7,677−1.6% | Reduced |
| State of New Jersey Common Pension Fund D | 464,337 | $58.5M | 0.24% | +6,741+1.5% | Added |
| National Bank of Canada | 465,559 | $58.7M | 0.08% | +230,314+97.9% | Added |
| Korea Investment CORP | 479,945 | $60.5M | 0.14% | +236,233+96.9% | Added |
| Storebrand Asset Management AS | 497,460 | $62.7M | 0.19% | +256,145+106.1% | Added |
| AXA S.A. | 506,976 | $63.9M | 0.19% | +40,837+8.8% | Added |
| Citigroup Inc | 534,977 | $67.4M | 0.06% | +217,939+68.7% | Added |
| Teacher Retirement System of Texas | 538,763 | $67.9M | 0.24% | +221,692+69.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 544,838 | $68.7M | 0.20% | +128,090+30.7% | Added |
| Neuberger Berman Group LLC | 548,287 | $69.1M | 0.05% | −64,773−10.6% | Reduced |
| State Board of Administration of Florida Retirement System | 566,427 | $71.4M | 0.14% | +1,652+0.3% | Added |
| Janus Henderson Group PLC | 578,584 | $72.8M | 0.04% | −534,528−48.0% | Reduced |
| Alyeska Investment Group, L.P. | 581,839 | $73.3M | 0.28% | +454,145+355.7% | Added |
| Renaissance Technologies LLC | 622,763 | $78.5M | 0.12% | +119,800+23.8% | Added |
| Bank of Montreal | 625,207 | $78.8M | 0.04% | −100,923−13.9% | Reduced |
| Swedbank AB | 635,283 | $80.1M | 0.10% | −10,763−1.7% | Reduced |
| Adage Capital Partners GP, L.L.C. | 642,706 | $81.0M | 0.14% | −87,800−12.0% | Reduced |
| Heitman Real Estate Securities LLC | 648,492 | $81.7M | 5.26% | +32,344+5.2% | Added |
| Capital Research Global Investors | 678,940 | $85.6M | 0.02% | +14,994+2.3% | Added |
| Raymond James Financial Inc | 718,597 | $90.6M | 0.03% | +718,597 | New |
| New York State Common Retirement Fund | 766,965 | $96.7M | 0.13% | +23,600+3.2% | Added |
| STRS Ohio | 776,959 | $97.9M | 0.39% | −19,728−2.5% | Reduced |
| Royal Bank of Canada | 810,505 | $102.1M | 0.02% | +223,741+38.1% | Added |
| Barclays PLC | 841,264 | $106.0M | 0.05% | −843,182−50.1% | Reduced |
| California State Teachers Retirement System | 972,353 | $122.5M | 0.14% | +41,963+4.5% | Added |
| D. E. Shaw & Co., Inc. | 979,040 | $123.4M | 0.14% | +466,624+91.1% | Added |
| Millennium Management LLC | 1,018,365 | $128.3M | 0.11% | +437,714+75.4% | Added |
| Wells Fargo & Company | 1,042,404 | $131.4M | 0.03% | −24,267−2.3% | Reduced |
| Pictet Asset Management Holding SA | 1,069,105 | $134.7M | 0.15% | +6,802+0.6% | Added |
| Public Employees Retirement System of Ohio | 1,099,391 | $138.6M | 0.48% | +4,610+0.4% | Added |
| Nomura Asset Management Co Ltd | 1,104,703 | $139.2M | 0.42% | +56,719+5.4% | Added |
| Qube Research & Technologies Ltd | 1,123,800 | $141.6M | 0.23% | +417,046+59.0% | Added |
| Asset Management One Co.,Ltd. | 1,143,663 | $143.0M | 0.49% | +36,206+3.3% | Added |
| Alliancebernstein L.P. | 1,140,397 | $143.7M | 0.05% | +79,444+7.5% | Added |
| Bamco Inc | 1,151,495 | $145.1M | 0.38% | +176,736+18.1% | Added |
| American Century Companies Inc | 1,169,989 | $147.5M | 0.08% | −25,685−2.1% | Reduced |
| Adelante Capital Management LLC | 1,171,232 | $147.6M | 10.25% | +8,537+0.7% | Added |
| Allianz Asset Management GmbH | 1,206,791 | $152.1M | 0.22% | −35,565−2.9% | Reduced |
| Great West Life Assurance Co | 1,219,856 | $153.5M | 0.26% | +104,510+9.4% | Added |
| BNP Paribas Arbitrage, SA | 1,222,821 | $154.1M | 0.12% | +74,280+6.5% | Added |
| Canada Pension Plan Investment Board | 1,223,932 | $154.3M | 0.15% | −914,286−42.8% | Reduced |
| Rhumbline Advisers | 1,247,395 | $157.2M | 0.14% | +63,378+5.4% | Added |
| Citadel Advisors LLC | 1,316,675 | $165.9M | 0.15% | −229,929−14.9% | Reduced |
| Standard Life Aberdeen plc | 1,337,207 | $167.7M | 0.31% | +26,146+2.0% | Added |
| Schroder Investment Management Group | 1,349,763 | $168.6M | 0.16% | +45,159+3.5% | Added |
| APG Asset Management US Inc. | 1,338,117 | $168.6M | 1.28% | +23,551+1.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,341,018 | $168.7M | 0.16% | +107,987+8.8% | Added |
| Voya Investment Management LLC | 1,388,326 | $174.9M | 0.18% | −71,621−4.9% | Reduced |
| National Pension Service | 1,403,960 | $176.9M | 0.17% | +18,668+1.3% | Added |
| Aew Capital Management L P | 1,408,478 | $177.5M | 8.58% | +38,130+2.8% | Added |
| Lasalle Investment Management Securities LLC | 1,439,634 | $181.4M | 7.67% | +96,853+7.2% | Added |
| Nordea Investment Management AB | 1,477,388 | $185.6M | 0.19% | +324,520+28.1% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,541,472 | $194.3M | 0.39% | +1,541,472 | New |
| Ameriprise Financial Inc | 1,603,050 | $197.5M | 0.05% | −90,398−5.3% | Reduced |
| California Public Employees Retirement System | 1,661,201 | $209.4M | 0.14% | +632,143+61.4% | Added |
| Swiss National Bank | 1,747,200 | $220.2M | 0.15% | −27,500−1.5% | Reduced |
| Macquarie Group Ltd | 1,852,363 | $230.6M | 0.28% | −102,467−5.2% | Reduced |
| Cbre Clarion Securities LLC | 1,936,954 | $244.1M | 4.32% | +285,015+17.3% | Added |
| UBS Group AG | 2,019,760 | $254.6M | 0.06% | +332,269+19.7% | Added |
| HSBC Holdings PLC | 2,206,866 | $277.9M | 0.17% | +7,855+0.4% | Added |
| SEI Investments Co | 2,559,488 | $322.6M | 0.41% | −57,262−2.2% | Reduced |
| PGGM Investments | 2,572,949 | $324.3M | 4.31% | −47,323−1.8% | Reduced |
| Duff & Phelps Investment Management Co | 2,575,721 | $324.6M | 3.89% | +38,425+1.5% | Added |
| Prudential Financial Inc | 2,777,413 | $350.0M | 0.48% | −186,983−6.3% | Reduced |