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 |
|---|---|---|---|---|---|
| Amalgamated Bank | 114,581 | $14.4M | 0.12% | −361−0.3% | Reduced |
| Los Angeles Capital Management LLC | 112,692 | $14.2M | 0.06% | −160,377−58.7% | Reduced |
| USS Investment Management Ltd | 111,703 | $14.1M | 0.10% | −12,269−9.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 116,809 | $14.0M | 0.06% | +26,544+29.4% | Added |
| Acadian Asset Management LLC | 107,850 | $13.6M | 0.04% | −26,147−19.5% | Reduced |
| TCW Group Inc | 104,447 | $13.2M | 0.11% | −21,224−16.9% | Reduced |
| Prudential PLC | 103,991 | $13.1M | 0.07% | −20,652−16.6% | Reduced |
| Yousif Capital Management, LLC | 103,137 | $13.0M | 0.14% | −2,734−2.6% | Reduced |
| Transform Wealth, LLC | 102,650 | $12.9M | 0.72% | +12,572+14.0% | Added |
| Utah Retirement Systems | 102,203 | $12.9M | 0.14% | +2,500+2.5% | Added |
| Connors Investor Services Inc | 99,921 | $12.6M | 1.18% | +47,275+89.8% | Added |
| Keybank National Association | 99,218 | $12.5M | 0.05% | −927−0.9% | Reduced |
| Metis Global Partners, LLC | 94,192 | $11.9M | 0.36% | +3,574+3.9% | Added |
| Xponance, Inc. | 90,087 | $11.4M | 0.10% | +6,946+8.4% | Added |
| CIBC Asset Management Inc | 90,036 | $11.3M | 0.04% | +5,495+6.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 89,722 | $11.3M | 0.11% | +89,722 | New |
| Kempen Capital Management N.V. | 89,112 | $11.2M | 0.11% | +14,384+19.2% | Added |
| Westpac Banking Corp | 88,961 | $11.2M | 0.74% | −13,769−13.4% | Reduced |
| Nomura Holdings Inc | 88,167 | $11.1M | 0.06% | +88,167 | New |
| New York Life Investment Management LLC | 88,069 | $11.1M | 0.11% | −49,526−36.0% | Reduced |
| Swiss Life Asset Management Ltd | 87,856 | $11.1M | 0.08% | +57,782+192.1% | Added |
| HighTower Advisors, LLC | 87,598 | $11.0M | 0.02% | +100.0% | Added |
| Cetera Investment Advisers | 86,745 | $10.9M | 0.02% | −1,887−2.1% | Reduced |
| Cinctive Capital Management LP | 86,343 | $10.9M | 0.59% | +86,343 | New |
| Commonwealth Equity Services, LLC | 85,585 | $10.8M | 0.02% | −10,227−10.7% | Reduced |
| Public Employees Retirement Association of Colorado | 84,220 | $10.6M | 0.04% | +4,001+5.0% | Added |
| Bank of Nova Scotia | 84,054 | $10.6M | 0.02% | +5,509+7.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 83,383 | $10.5M | 0.02% | +3,874+4.9% | Added |
| AMF Pensionsforsakring AB | 83,047 | $10.5M | 0.07% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 82,371 | $10.4M | 0.44% | −696−0.8% | Reduced |
| LGT Group Foundation | 82,318 | $10.4M | 0.16% | −95−0.1% | Reduced |
| Tredje AP-fonden | 81,421 | $10.3M | 0.09% | 00.0% | Unchanged |
| Captrust Financial Advisors | 81,260 | $10.2M | 0.03% | +3,090+4.0% | Added |
| Mariner, LLC | 80,889 | $10.2M | 0.02% | +1,271+1.6% | Added |
| Trust Co of Toledo NA | 80,558 | $10.2M | 1.33% | −2,722−3.3% | Reduced |
| Ethic Inc. | 79,917 | $10.1M | 0.20% | +16,715+26.4% | Added |
| Quantitative Investment Management, LLC | 79,202 | $9.98M | 0.75% | +79,202 | New |
| M&T Bank Corp | 78,816 | $9.93M | 0.03% | +958+1.2% | Added |
| Rafferty Asset Management, LLC | 77,843 | $9.81M | 0.03% | −4,415−5.4% | Reduced |
| QRG Capital Management, Inc. | 77,419 | $9.76M | 0.10% | +9,071+13.3% | Added |
| Mutual of America Capital Management LLC | 76,468 | $9.64M | 0.10% | −905−1.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 73,626 | $9.28M | 0.10% | +42,406+135.8% | Added |
| GSI Capital Advisors LLC | 73,399 | $9.25M | 4.89% | −51−0.1% | Reduced |
| Central Trust Co | 72,803 | $9.18M | 0.22% | −402−0.5% | Reduced |
| Makena Capital Management LLC | 71,958 | $9.07M | 1.47% | −29,619−29.2% | Reduced |
| Rockefeller Capital Management L.P. | 71,271 | $8.97M | 0.02% | +995+1.4% | Added |
| Lido Advisors, LLC | 70,119 | $8.84M | 0.06% | +59,136+538.4% | Added |
| Groupe la Francaise | 68,482 | $8.61M | 0.22% | +68,482 | New |
| Avanza Fonder AB | 66,096 | $8.33M | 0.25% | +66,096 | New |
| Janney Montgomery Scott LLC | 65,986 | $8.32M | 0.02% | −816−1.2% | Reduced |
| Gotham Asset Management, LLC | 65,824 | $8.30M | 0.08% | +30,339+85.5% | Added |
| Knights of Columbus Asset Advisors LLC | 65,363 | $8.24M | 0.54% | +65,363 | New |
| Windle Wealth, LLC | 65,148 | $8.21M | 4.54% | −4,023−5.8% | Reduced |
| Advisor Group Holdings, Inc. | 75,728 | $8.06M | 0.02% | +2,676+3.7% | Added |
| Candriam Luxembourg S.C.A. | 63,633 | $8.02M | 0.05% | −112,609−63.9% | Reduced |
| Point72 Asset Management, L.P. | 63,059 | $7.95M | 0.02% | −40,476−39.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 62,841 | $7.92M | 0.04% | +51,148+437.4% | Added |
| Guggenheim Capital LLC | 62,307 | $7.85M | 0.06% | −120,691−66.0% | Reduced |
| Pacer Advisors, Inc. | 61,770 | $7.78M | 0.02% | −11,685−15.9% | Reduced |
| Elo Mutual Pension Insurance Co | 61,764 | $7.78M | 0.17% | +8,983+17.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 61,087 | $7.70M | 0.24% | +61,087 | New |
| Jones Financial Companies LLLP | 61,044 | $7.69M | 0.01% | +19,212+45.9% | Added |
| O'Shaughnessy Asset Management, LLC | 60,613 | $7.64M | 0.06% | +5,124+9.2% | Added |
| JustInvest LLC | 58,983 | $7.43M | 0.11% | +2,356+4.2% | Added |
| Fifth Third Bancorp | 58,472 | $7.37M | 0.03% | +386+0.7% | Added |
| Agf Management Ltd | 57,698 | $7.27M | 0.04% | −3,561−5.8% | Reduced |
| DuPont Capital Management Corp | 56,830 | $7.16M | 0.67% | +56,830 | New |
| Meiji Yasuda Asset Management Co Ltd. | 56,212 | $7.08M | 0.27% | +3,327+6.3% | Added |
| Pinnacle Associates Ltd | 56,212 | $7.08M | 0.10% | −5,378−8.7% | Reduced |
| 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 |
| Harbour Trust & Investment Management Co | 55,685 | $7.02M | 0.80% | +140+0.3% | Added |
| Advisors Management Group Inc | 54,704 | $6.89M | 1.63% | −588−1.1% | Reduced |
| Azimuth Capital Investment Management LLC | 54,280 | $6.84M | 0.27% | +2,700+5.2% | Added |
| Fred Alger Management, LLC | 54,041 | $6.81M | 0.03% | −18,992−26.0% | Reduced |
| Advisors Asset Management, Inc. | 53,386 | $6.73M | 0.12% | +7,461+16.2% | Added |
| Pensionfund DSM Netherlands | 52,753 | $6.65M | 4.13% | −11,000−17.3% | Reduced |
| Patton Fund Management, Inc. | 51,402 | $6.48M | 1.27% | +51,402 | New |
| Norinchukin Bank, The | 51,220 | $6.46M | 0.14% | +1,918+3.9% | Added |
| Oregon Public Employees Retirement Fund | 50,720 | $6.39M | 0.12% | +1,182+2.4% | Added |
| Allspring Global Investments Holdings, LLC | 50,530 | $6.30M | 0.01% | −4,348−7.9% | Reduced |
| Erste Asset Management GmbH | 49,328 | $6.17M | 0.08% | +22,128+81.4% | Added |
| Windward Capital Management Co | 48,872 | $6.16M | 0.47% | −589−1.2% | Reduced |
| Generali Asset Management SPA SGR | 48,229 | $6.08M | 0.16% | +48,229 | New |
| Gillson Capital LP | 47,015 | $5.92M | 0.53% | +47,015 | New |
| Consolidated Planning Corp | 46,556 | $5.87M | 0.80% | +799+1.7% | Added |
| Wealthfront Advisers LLC | 46,302 | $5.84M | 0.02% | +1,682+3.8% | Added |
| Peapack Gladstone Financial Corp | 46,057 | $5.80M | 0.08% | −1,141−2.4% | Reduced |
| Gulf International Bank (UK) Ltd | 45,961 | $5.79M | 0.15% | −383−0.8% | Reduced |
| Toroso Investments, LLC | 45,492 | $5.73M | 0.05% | +24,476+116.5% | Added |
| GeoWealth Management, LLC | 45,453 | $5.73M | 0.19% | +13,392+41.8% | Added |
| Pathstone Holdings, LLC | 45,194 | $5.70M | 0.03% | +585+1.3% | Added |
| Carret Asset Management, LLC | 44,167 | $5.57M | 0.61% | −2,184−4.7% | Reduced |
| US Bancorp | 44,103 | $5.56M | 0.01% | −734−1.6% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 43,940 | $5.54M | 0.15% | +14,693+50.2% | Added |
| CI Private Wealth, LLC | 42,588 | $5.37M | 0.01% | −1,439−3.3% | Reduced |
| Callahan Advisors, LLC | 42,443 | $5.35M | 0.50% | −3,089−6.8% | Reduced |
| Modern Wealth Management, LLC | 42,264 | $5.33M | 0.20% | +42,264 | New |
| Quantinno Capital Management LP | 41,657 | $5.25M | 0.05% | +5,234+14.4% | Added |
| Avantax Advisory Services, Inc. | 40,779 | $5.14M | 0.03% | +42+0.1% | Added |