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 |
|---|---|---|---|---|---|
| Generali Investments CEE, investicni spolecnost, a.s. | 31,600 | $3.98M | 0.41% | +31,600 | New |
| NEOS Investment Management LLC | 31,663 | $3.99M | 0.09% | +7,463+30.8% | Added |
| Securian Asset Management, Inc | 31,712 | $4.00M | 0.12% | −293−0.9% | Reduced |
| Louisiana State Employees Retirement System | 31,800 | $4.01M | 0.08% | −800−2.5% | Reduced |
| WESPAC Advisors SoCal, LLC | 32,225 | $4.06M | 0.92% | +8,481+35.7% | Added |
| Shell Asset Management Co | 32,312 | $4.07M | 0.18% | +3,939+13.9% | Added |
| Danica Pension, Livsforsikringsaktieselskab | 32,460 | $4.09M | 0.08% | +3,100+10.6% | Added |
| Maryland State Retirement & Pension System | 33,015 | $4.16M | 0.09% | −1,751−5.0% | Reduced |
| Allstate Corp | 33,572 | $4.23M | 0.12% | +13,371+66.2% | Added |
| Oppenheimer Asset Management Inc. | 33,702 | $4.25M | 0.05% | −681−2.0% | Reduced |
| D L Carlson Investment Group Inc | 34,097 | $4.30M | 0.77% | −651−1.9% | Reduced |
| GEM Realty Capital | 34,474 | $4.34M | 0.43% | +14,947+76.5% | Added |
| DoubleLine ETF Adviser LP | 34,862 | $4.39M | 1.19% | +170+0.5% | Added |
| Brown Advisory Inc | 34,880 | $4.40M | 0.01% | −357−1.0% | Reduced |
| Woodline Partners LP | 35,377 | $4.46M | 0.03% | +35,377 | New |
| Truist Financial Corp | 35,441 | $4.47M | 0.01% | +2,274+6.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 35,557 | $4.48M | 0.01% | +1,045+3.0% | Added |
| Spirit of America Management Corp | 36,025 | $4.54M | 0.92% | +200+0.6% | Added |
| Sterling Capital Management LLC | 36,129 | $4.55M | 0.06% | −1,170−3.1% | Reduced |
| KMG Fiduciary Partners, LLC | 36,243 | $4.57M | 0.38% | −68−0.2% | Reduced |
| Buckingham Capital Management, Inc. | 36,563 | $4.61M | 0.53% | +609+1.7% | Added |
| Hartford Investment Management Co | 36,633 | $4.62M | 0.15% | +150+0.4% | Added |
| Atria Investments LLC | 36,723 | $4.63M | 0.06% | +1,651+4.7% | Added |
| Twin Tree Management, LP | 36,726 | $4.63M | 0.11% | −105,598−74.2% | Reduced |
| Naviter Wealth, LLC | 36,788 | $4.64M | 0.56% | +4,726+14.7% | Added |
| Quadrature Capital Ltd | 37,212 | $4.69M | 0.09% | +37,212 | New |
| Brasada Capital Management, LP | 37,534 | $4.72M | 0.84% | +37,534 | New |
| Colony Group, LLC | 38,155 | $4.81M | 0.01% | +17,058+80.9% | Added |
| MML Investors Services, LLC | 38,323 | $4.83M | 0.02% | +2,856+8.1% | Added |
| Kentucky Retirement Systems | 39,767 | $5.01M | 0.15% | −548−1.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 40,414 | $5.09M | 0.00% | +750+1.9% | Added |
| Garland Capital Management Inc | 40,743 | $5.13M | 4.21% | −3,470−7.8% | Reduced |
| Avantax Advisory Services, Inc. | 40,779 | $5.14M | 0.03% | +42+0.1% | Added |
| Quantinno Capital Management LP | 41,657 | $5.25M | 0.05% | +5,234+14.4% | Added |
| Modern Wealth Management, LLC | 42,264 | $5.33M | 0.20% | +42,264 | New |
| Callahan Advisors, LLC | 42,443 | $5.35M | 0.50% | −3,089−6.8% | Reduced |
| CI Private Wealth, LLC | 42,588 | $5.37M | 0.01% | −1,439−3.3% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 43,940 | $5.54M | 0.15% | +14,693+50.2% | Added |
| US Bancorp | 44,103 | $5.56M | 0.01% | −734−1.6% | Reduced |
| Carret Asset Management, LLC | 44,167 | $5.57M | 0.61% | −2,184−4.7% | Reduced |
| Pathstone Holdings, LLC | 45,194 | $5.70M | 0.03% | +585+1.3% | Added |
| GeoWealth Management, LLC | 45,453 | $5.73M | 0.19% | +13,392+41.8% | Added |
| Toroso Investments, LLC | 45,492 | $5.73M | 0.05% | +24,476+116.5% | Added |
| Gulf International Bank (UK) Ltd | 45,961 | $5.79M | 0.15% | −383−0.8% | Reduced |
| Peapack Gladstone Financial Corp | 46,057 | $5.80M | 0.08% | −1,141−2.4% | Reduced |
| Wealthfront Advisers LLC | 46,302 | $5.84M | 0.02% | +1,682+3.8% | Added |
| Consolidated Planning Corp | 46,556 | $5.87M | 0.80% | +799+1.7% | Added |
| Gillson Capital LP | 47,015 | $5.92M | 0.53% | +47,015 | New |
| Generali Asset Management SPA SGR | 48,229 | $6.08M | 0.16% | +48,229 | New |
| Windward Capital Management Co | 48,872 | $6.16M | 0.47% | −589−1.2% | Reduced |
| Erste Asset Management GmbH | 49,328 | $6.17M | 0.08% | +22,128+81.4% | Added |
| Allspring Global Investments Holdings, LLC | 50,530 | $6.30M | 0.01% | −4,348−7.9% | Reduced |
| Oregon Public Employees Retirement Fund | 50,720 | $6.39M | 0.12% | +1,182+2.4% | Added |
| Norinchukin Bank, The | 51,220 | $6.46M | 0.14% | +1,918+3.9% | Added |
| Patton Fund Management, Inc. | 51,402 | $6.48M | 1.27% | +51,402 | New |
| Pensionfund DSM Netherlands | 52,753 | $6.65M | 4.13% | −11,000−17.3% | Reduced |
| Advisors Asset Management, Inc. | 53,386 | $6.73M | 0.12% | +7,461+16.2% | Added |
| Fred Alger Management, LLC | 54,041 | $6.81M | 0.03% | −18,992−26.0% | Reduced |
| Azimuth Capital Investment Management LLC | 54,280 | $6.84M | 0.27% | +2,700+5.2% | Added |
| Advisors Management Group Inc | 54,704 | $6.89M | 1.63% | −588−1.1% | Reduced |
| Harbour Trust & Investment Management Co | 55,685 | $7.02M | 0.80% | +140+0.3% | Added |
| CWM Advisors, LLC | 56,066 | $7.07M | 0.79% | −258−0.5% | Reduced |
| Mizuho Securities USA LLC | 56,066 | $7.07M | 0.13% | +18,541+49.4% | Added |
| Pinnacle Associates Ltd | 56,212 | $7.08M | 0.10% | −5,378−8.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 56,212 | $7.08M | 0.27% | +3,327+6.3% | Added |
| DuPont Capital Management Corp | 56,830 | $7.16M | 0.67% | +56,830 | New |
| Agf Management Ltd | 57,698 | $7.27M | 0.04% | −3,561−5.8% | Reduced |
| Fifth Third Bancorp | 58,472 | $7.37M | 0.03% | +386+0.7% | Added |
| JustInvest LLC | 58,983 | $7.43M | 0.11% | +2,356+4.2% | Added |
| O'Shaughnessy Asset Management, LLC | 60,613 | $7.64M | 0.06% | +5,124+9.2% | Added |
| Jones Financial Companies LLLP | 61,044 | $7.69M | 0.01% | +19,212+45.9% | Added |
| U.S. Capital Wealth Advisors, LLC | 61,087 | $7.70M | 0.24% | +61,087 | New |
| Elo Mutual Pension Insurance Co | 61,764 | $7.78M | 0.17% | +8,983+17.0% | Added |
| Pacer Advisors, Inc. | 61,770 | $7.78M | 0.02% | −11,685−15.9% | Reduced |
| Guggenheim Capital LLC | 62,307 | $7.85M | 0.06% | −120,691−66.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 62,841 | $7.92M | 0.04% | +51,148+437.4% | Added |
| Point72 Asset Management, L.P. | 63,059 | $7.95M | 0.02% | −40,476−39.1% | Reduced |
| Candriam Luxembourg S.C.A. | 63,633 | $8.02M | 0.05% | −112,609−63.9% | Reduced |
| Advisor Group Holdings, Inc. | 75,728 | $8.06M | 0.02% | +2,676+3.7% | Added |
| Windle Wealth, LLC | 65,148 | $8.21M | 4.54% | −4,023−5.8% | Reduced |
| Knights of Columbus Asset Advisors LLC | 65,363 | $8.24M | 0.54% | +65,363 | New |
| Gotham Asset Management, LLC | 65,824 | $8.30M | 0.08% | +30,339+85.5% | Added |
| Janney Montgomery Scott LLC | 65,986 | $8.32M | 0.02% | −816−1.2% | Reduced |
| Avanza Fonder AB | 66,096 | $8.33M | 0.25% | +66,096 | New |
| Groupe la Francaise | 68,482 | $8.61M | 0.22% | +68,482 | New |
| Lido Advisors, LLC | 70,119 | $8.84M | 0.06% | +59,136+538.4% | Added |
| Rockefeller Capital Management L.P. | 71,271 | $8.97M | 0.02% | +995+1.4% | Added |
| Makena Capital Management LLC | 71,958 | $9.07M | 1.47% | −29,619−29.2% | Reduced |
| Central Trust Co | 72,803 | $9.18M | 0.22% | −402−0.5% | Reduced |
| GSI Capital Advisors LLC | 73,399 | $9.25M | 4.89% | −51−0.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 73,626 | $9.28M | 0.10% | +42,406+135.8% | Added |
| Mutual of America Capital Management LLC | 76,468 | $9.64M | 0.10% | −905−1.2% | Reduced |
| QRG Capital Management, Inc. | 77,419 | $9.76M | 0.10% | +9,071+13.3% | Added |
| Rafferty Asset Management, LLC | 77,843 | $9.81M | 0.03% | −4,415−5.4% | Reduced |
| M&T Bank Corp | 78,816 | $9.93M | 0.03% | +958+1.2% | Added |
| Quantitative Investment Management, LLC | 79,202 | $9.98M | 0.75% | +79,202 | New |
| Ethic Inc. | 79,917 | $10.1M | 0.20% | +16,715+26.4% | Added |
| Trust Co of Toledo NA | 80,558 | $10.2M | 1.33% | −2,722−3.3% | Reduced |
| Mariner, LLC | 80,889 | $10.2M | 0.02% | +1,271+1.6% | Added |
| Captrust Financial Advisors | 81,260 | $10.2M | 0.03% | +3,090+4.0% | Added |