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 |
|---|---|---|---|---|---|
| Border to Coast Pensions Partnership Ltd | 415,000 | $52.3M | 1.02% | −10,000−2.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 413,000 | $52.1M | 0.11% | +311,000+304.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 402,688 | $50.8M | 0.12% | +123,228+44.1% | Added |
| KBC Group NV | 396,776 | $50.0M | 0.14% | +174,771+78.7% | Added |
| UniSuper Management Pty Ltd | 395,744 | $49.9M | 0.36% | +12,364+3.2% | Added |
| FIL Ltd | 395,077 | $49.8M | 0.05% | +71,457+22.1% | Added |
| M.D. Sass Investors Services, Inc. | 386,946 | $48.8M | 3.74% | +386,946 | New |
| Manufacturers Life Insurance Company, The | 381,328 | $48.1M | 0.04% | −29,034−7.1% | Reduced |
| DekaBank Deutsche Girozentrale | 382,262 | $47.2M | 0.09% | 00.0% | Unchanged |
| Aviva PLC | 372,473 | $46.9M | 0.12% | −241,437−39.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 371,016 | $46.8M | 0.09% | −13,535−3.5% | Reduced |
| State of Alaska, Department of Revenue | 366,407 | $46.2M | 0.52% | +9,308+2.6% | Added |
| CORDA Investment Management, LLC. | 357,916 | $45.1M | 3.60% | −10,472−2.8% | Reduced |
| Natixis Advisors, L.P. | 355,665 | $44.8M | 0.08% | +20,106+6.0% | Added |
| State of Wisconsin Investment Board | 352,977 | $44.5M | 0.12% | −20,131−5.4% | Reduced |
| Victory Capital Management Inc | 346,986 | $43.7M | 0.04% | −16,392−4.5% | Reduced |
| Bowen Hanes & Co Inc | 346,281 | $43.6M | 1.17% | 00.0% | Unchanged |
| Uniplan Investment Counsel, Inc. | 343,038 | $43.2M | 4.02% | −7,323−2.1% | Reduced |
| Franklin Resources Inc | 341,017 | $43.0M | 0.01% | −50,247−12.8% | Reduced |
| Resona Asset Management Co.,Ltd. | 342,014 | $42.9M | 0.25% | +16,517+5.1% | Added |
| Handelsbanken Fonder AB | 335,825 | $42.3M | 0.16% | +18,807+5.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 326,342 | $41.1M | 0.26% | +94,863+41.0% | Added |
| APG Asset Management N.V. | 332,178 | $40.4M | 0.11% | +325,791+5,100.8% | Added |
| Employees Retirement System of Texas | 320,000 | $40.3M | 0.34% | +21,000+7.0% | Added |
| Toronto Dominion Bank | 319,949 | $40.3M | 0.08% | −38,426−10.7% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 312,712 | $39.4M | 0.12% | −1080.0% | Reduced |
| Capital Group Private Client Services, Inc. | 302,759 | $38.2M | 0.35% | +131,072+76.3% | Added |
| Nisa Investment Advisors, LLC | 297,783 | $37.5M | 0.15% | −12,326−4.0% | Reduced |
| Treasurer of the State of North Carolina | 297,392 | $37.5M | 0.15% | +7,140+2.5% | Added |
| Van Eck Associates Corp | 280,340 | $35.3M | 0.05% | +982+0.4% | Added |
| Brookfield Asset Management Inc. | 266,997 | $33.6M | 0.20% | +79,802+42.6% | Added |
| Factory Mutual Insurance Co | 265,300 | $33.4M | 0.36% | +91,500+52.6% | Added |
| Royal London Asset Management Ltd | 262,012 | $33.0M | 0.08% | +16,214+6.6% | Added |
| IFM Investors Pty Ltd | 257,764 | $32.5M | 0.33% | −6,604−2.5% | Reduced |
| Susquehanna International Group, LLP | 248,943 | $31.4M | 0.05% | +59,487+31.4% | Added |
| LPL Financial LLC | 248,374 | $31.3M | 0.01% | +32,184+14.9% | Added |
| Braun Stacey Associates Inc | 248,374 | $31.3M | 1.17% | −5,360−2.1% | Reduced |
| Capital Fund Management S.A. | 246,320 | $31.0M | 0.31% | +199,317+424.1% | Added |
| AQR Capital Management LLC | 245,854 | $30.9M | 0.04% | −101,314−29.2% | Reduced |
| Hazelview Securities Inc. | 241,117 | $29.9M | 5.46% | +241,117 | New |
| Mackenzie Financial Corp | 233,792 | $29.5M | 0.04% | −47,677−16.9% | Reduced |
| First Trust Advisors LP | 231,615 | $29.2M | 0.03% | +47,353+25.7% | Added |
| CIBC World Markets Corp | 230,918 | $29.1M | 0.17% | +22,918+11.0% | Added |
| Cerity Partners LLC | 227,414 | $28.7M | 0.06% | +1,300+0.6% | Added |
| Ci Investments Inc. | 224,446 | $28.3M | 0.11% | −6,334−2.7% | Reduced |
| Worldquant Millennium Advisors LLC | 221,098 | $27.9M | 0.18% | +221,098 | New |
| Umb Bank N A | 220,038 | $27.7M | 0.44% | +1,552+0.7% | Added |
| Natixis | 219,528 | $27.7M | 0.19% | +115,272+110.6% | Added |
| Susquehanna Fundamental Investments, LLC | 217,421 | $27.4M | 0.46% | +217,421 | New |
| State of Tennessee, Treasury Department | 215,404 | $27.1M | 0.10% | −2,147−1.0% | Reduced |
| TD Asset Management Inc | 214,294 | $27.0M | 0.02% | −1,301−0.6% | Reduced |
| The PNC Financial Services Group, Inc. | 212,815 | $26.8M | 0.02% | −2,660−1.2% | Reduced |
| KLP Kapitalforvaltning AS | 210,746 | $26.6M | 0.13% | +210,746 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 208,508 | $26.3M | 0.27% | +19,568+10.4% | Added |
| Credit Agricole S A | 207,966 | $26.2M | 0.09% | +137,123+193.6% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 204,857 | $25.8M | 0.14% | +204,857 | New |
| 1832 Asset Management L.P. | 198,511 | $25.0M | 0.04% | −470,475−70.3% | Reduced |
| Stifel Financial Corp | 193,138 | $24.3M | 0.03% | +264+0.1% | Added |
| NewEdge Wealth, LLC | 191,273 | $24.1M | 0.42% | +170.0% | Added |
| Caisse de Depot Et Placement du Quebec | 184,100 | $23.2M | 0.05% | +64,100+53.4% | Added |
| ExodusPoint Capital Management, LP | 182,136 | $23.0M | 0.24% | +182,136 | New |
| Vert Asset Management LLC | 180,750 | $22.8M | 7.80% | +299+0.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 179,342 | $22.6M | 0.06% | −14,401−7.4% | Reduced |
| Arizona State Retirement System | 178,218 | $22.5M | 0.14% | +6,781+4.0% | Added |
| MetLife Investment Management | 174,376 | $22.0M | 0.12% | +5,915+3.5% | Added |
| Sanctuary Advisors, LLC | 159,160 | $21.8M | 0.14% | +5,574+3.6% | Added |
| CIBC World Markets Inc. | 173,233 | $21.8M | 0.05% | +112,472+185.1% | Added |
| WestEnd Advisors, LLC | 170,686 | $21.5M | 0.55% | −6,105−3.5% | Reduced |
| Balyasny Asset Management LLC | 167,179 | $21.1M | 0.05% | +153,869+1,156.0% | Added |
| Corebridge Financial, Inc. | 165,902 | $20.9M | 0.11% | +22,036+15.3% | Added |
| Creative Planning | 162,503 | $20.5M | 0.02% | −2,574−1.6% | Reduced |
| State of Michigan Retirement System | 160,509 | $20.2M | 0.11% | +2,900+1.8% | Added |
| Nissay Asset Management Corp | 159,143 | $19.9M | 0.12% | +7,958+5.3% | Added |
| Forsta Ap-Fonden | 156,900 | $19.8M | 0.14% | +4,400+2.9% | Added |
| Intech Investment Management LLC | 156,016 | $19.7M | 0.19% | +88,951+132.6% | Added |
| Public Sector Pension Investment Board | 154,150 | $19.4M | 0.08% | +52,488+51.6% | Added |
| B&I Capital AG | 150,820 | $19.0M | 6.19% | −89,480−37.2% | Reduced |
| Ensign Peak Advisors, Inc | 146,650 | $18.5M | 0.03% | +2,305+1.6% | Added |
| Chilton Capital Management LLC | 144,627 | $18.2M | 0.77% | +223+0.2% | Added |
| Andra AP-fonden | 143,800 | $18.1M | 0.29% | +6,200+4.5% | Added |
| Schonfeld Strategic Advisors LLC | 138,133 | $17.4M | 0.11% | +107,776+355.0% | Added |
| Oversea-Chinese Banking CORP Ltd | 133,218 | $16.8M | 0.48% | −24,804−15.7% | Reduced |
| Varma Mutual Pension Insurance Co | 130,276 | $16.4M | 0.12% | +5,500+4.4% | Added |
| DnB Asset Management AS | 129,635 | $16.3M | 0.07% | +24,591+23.4% | Added |
| Jefferies Financial Group Inc. | 129,000 | $16.3M | 0.18% | +129,000 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 128,339 | $16.2M | 0.16% | +49,900+63.6% | Added |
| Czech National Bank | 128,261 | $16.2M | 0.15% | +10,376+8.8% | Added |
| Thrivent Financial for Lutherans | 125,544 | $15.8M | 0.03% | −17,337−12.1% | Reduced |
| Tiaa Trust, National Association | 125,130 | $15.8M | 0.05% | −1,999−1.6% | Reduced |
| Cercano Management LLC | 123,863 | $15.6M | 0.40% | +123,863 | New |
| Mercer Global Advisors Inc | 123,777 | $15.6M | 0.04% | +43,285+53.8% | Added |
| ProShare Advisors LLC | 122,602 | $15.5M | 0.04% | −92,136−42.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 121,080 | $15.3M | 0.03% | +946+0.8% | Added |
| Teachers Retirement System of the State of Kentucky | 120,976 | $15.2M | 0.13% | −940−0.8% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 121,024 | $15.1M | 0.07% | +2,782+2.4% | Added |
| New Age Alpha Advisors, LLC | 119,216 | $15.0M | 0.61% | +119,216 | New |
| British Columbia Investment Management Corp | 118,434 | $14.9M | 0.09% | +18,670+18.7% | Added |
| Vestcor Inc | 117,278 | $14.8M | 0.49% | −14,889−11.3% | Reduced |
| Calamos Advisors LLC | 116,954 | $14.7M | 0.07% | 00.0% | Unchanged |
| Easterly Investment Partners LLC | 114,716 | $14.5M | 1.14% | +101,704+781.6% | Added |