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 |
|---|---|---|---|---|---|
| Garland Capital Management Inc | 40,743 | $5.13M | 4.21% | −3,470−7.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 40,414 | $5.09M | 0.00% | +750+1.9% | Added |
| Kentucky Retirement Systems | 39,767 | $5.01M | 0.15% | −548−1.4% | Reduced |
| MML Investors Services, LLC | 38,323 | $4.83M | 0.02% | +2,856+8.1% | Added |
| Colony Group, LLC | 38,155 | $4.81M | 0.01% | +17,058+80.9% | Added |
| Brasada Capital Management, LP | 37,534 | $4.72M | 0.84% | +37,534 | New |
| Quadrature Capital Ltd | 37,212 | $4.69M | 0.09% | +37,212 | New |
| Naviter Wealth, LLC | 36,788 | $4.64M | 0.56% | +4,726+14.7% | Added |
| Twin Tree Management, LP | 36,726 | $4.63M | 0.11% | −105,598−74.2% | Reduced |
| Atria Investments LLC | 36,723 | $4.63M | 0.06% | +1,651+4.7% | Added |
| Hartford Investment Management Co | 36,633 | $4.62M | 0.15% | +150+0.4% | Added |
| Buckingham Capital Management, Inc. | 36,563 | $4.61M | 0.53% | +609+1.7% | Added |
| KMG Fiduciary Partners, LLC | 36,243 | $4.57M | 0.38% | −68−0.2% | Reduced |
| Sterling Capital Management LLC | 36,129 | $4.55M | 0.06% | −1,170−3.1% | Reduced |
| Spirit of America Management Corp | 36,025 | $4.54M | 0.92% | +200+0.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 35,557 | $4.48M | 0.01% | +1,045+3.0% | Added |
| Truist Financial Corp | 35,441 | $4.47M | 0.01% | +2,274+6.9% | Added |
| Woodline Partners LP | 35,377 | $4.46M | 0.03% | +35,377 | New |
| Brown Advisory Inc | 34,880 | $4.40M | 0.01% | −357−1.0% | Reduced |
| DoubleLine ETF Adviser LP | 34,862 | $4.39M | 1.19% | +170+0.5% | Added |
| GEM Realty Capital | 34,474 | $4.34M | 0.43% | +14,947+76.5% | Added |
| D L Carlson Investment Group Inc | 34,097 | $4.30M | 0.77% | −651−1.9% | Reduced |
| Oppenheimer Asset Management Inc. | 33,702 | $4.25M | 0.05% | −681−2.0% | Reduced |
| Allstate Corp | 33,572 | $4.23M | 0.12% | +13,371+66.2% | Added |
| Maryland State Retirement & Pension System | 33,015 | $4.16M | 0.09% | −1,751−5.0% | Reduced |
| Danica Pension, Livsforsikringsaktieselskab | 32,460 | $4.09M | 0.08% | +3,100+10.6% | Added |
| Shell Asset Management Co | 32,312 | $4.07M | 0.18% | +3,939+13.9% | Added |
| WESPAC Advisors SoCal, LLC | 32,225 | $4.06M | 0.92% | +8,481+35.7% | Added |
| Louisiana State Employees Retirement System | 31,800 | $4.01M | 0.08% | −800−2.5% | Reduced |
| Securian Asset Management, Inc | 31,712 | $4.00M | 0.12% | −293−0.9% | Reduced |
| NEOS Investment Management LLC | 31,663 | $3.99M | 0.09% | +7,463+30.8% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 31,600 | $3.98M | 0.41% | +31,600 | New |
| Marshall Wace, LLP | 31,476 | $3.97M | 0.00% | −823,887−96.3% | Reduced |
| Westover Capital Advisors, LLC | 31,233 | $3.94M | 0.87% | −1,440−4.4% | Reduced |
| Spinnaker Trust | 31,175 | $3.93M | 0.25% | −1,531−4.7% | Reduced |
| Squarepoint Ops LLC | 31,063 | $3.91M | 0.01% | −678,496−95.6% | Reduced |
| Legacy CG, LLC | 31,061 | $3.91M | 1.20% | +216+0.7% | Added |
| Vanderbilt University | 30,645 | $3.86M | 0.76% | +1,784+6.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 30,582 | $3.85M | 0.04% | +2,078+7.3% | Added |
| Vident Advisory, LLC | 30,434 | $3.84M | 0.07% | −14,518−32.3% | Reduced |
| Davis Selected Advisers | 29,550 | $3.72M | 0.02% | −190−0.6% | Reduced |
| Blair William & Co | 29,214 | $3.68M | 0.01% | −185−0.6% | Reduced |
| E. Ohman J:or Asset Management AB | 28,674 | $3.61M | 0.08% | +4,620+19.2% | Added |
| Pensionfund Sabic | 28,559 | $3.60M | 0.95% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 28,164 | $3.55M | 0.05% | +384+1.4% | Added |
| Rainey & Randall Investment Management Inc. | 28,146 | $3.55M | 0.70% | −2,367−7.8% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 28,082 | $3.54M | 0.33% | −928−3.2% | Reduced |
| Crossmark Global Holdings, Inc. | 27,781 | $3.50M | 0.06% | −57−0.2% | Reduced |
| New Mexico Educational Retirement Board | 27,548 | $3.47M | 0.12% | −1,700−5.8% | Reduced |
| Impax Asset Management Group plc | 27,541 | $3.47M | 0.02% | −8,834−24.3% | Reduced |
| GDS Wealth Management | 26,903 | $3.39M | 0.31% | +23,489+688.0% | Added |
| Nicola Wealth Management Ltd. | 18,695 | $3.39M | 0.32% | −1,100−5.6% | Reduced |
| Boston Family Office LLC | 26,635 | $3.36M | 0.23% | +418+1.6% | Added |
| Kornitzer Capital Management Inc | 26,400 | $3.33M | 0.07% | 00.0% | Unchanged |
| Appleton Partners Inc | 26,119 | $3.29M | 0.24% | +115+0.4% | Added |
| Beacon Financial Planning, Inc | 26,113 | $3.29M | 1.92% | +12,691+94.6% | Added |
| MAI Capital Management | 26,112 | $3.29M | 0.02% | +3,185+13.9% | Added |
| Kestra Private Wealth Services, LLC | 25,923 | $3.27M | 0.06% | +720+2.9% | Added |
| Ilmarinen Mutual Pension Insurance Co | 25,500 | $3.21M | 0.03% | 00.0% | Unchanged |
| Romano Brothers and Company | 25,453 | $3.21M | 0.40% | −600−2.3% | Reduced |
| ING Groep NV | 25,351 | $3.19M | 0.02% | −1,840−6.8% | Reduced |
| Meiji Yasuda Life Insurance Co | 25,029 | $3.15M | 0.06% | −313−1.2% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 25,000 | $3.15M | 0.20% | −8,000−24.2% | Reduced |
| Summit Place Financial Advisors, LLC | 24,960 | $3.15M | 1.79% | −440−1.7% | Reduced |
| Gamco Investors, Inc. Et Al | 24,750 | $3.12M | 0.03% | +1,000+4.2% | Added |
| Merit Financial Group, LLC | 24,557 | $3.09M | 0.06% | +4,491+22.4% | Added |
| Avitas Wealth Management LLC | 24,294 | $3.06M | 0.42% | +134+0.6% | Added |
| Investment Management Corp of Ontario | 24,256 | $3.06M | 0.10% | +4,440+22.4% | Added |
| Perpetual Ltd | 24,204 | $3.05M | 0.04% | +820+3.5% | Added |
| Cubist Systematic Strategies, LLC | 23,999 | $3.02M | 0.05% | +23,999 | New |
| Lincluden Management Ltd | 23,741 | $2.99M | 0.36% | −1,286−5.1% | Reduced |
| Tower Research Capital LLC (TRC) | 23,673 | $2.98M | 0.06% | −6,157−20.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 23,671 | $2.98M | 0.02% | +11,449+93.7% | Added |
| Omers Administration Corp | 23,491 | $2.96M | 0.03% | +4,232+22.0% | Added |
| Ieq Capital, LLC | 23,389 | $2.95M | 0.03% | +804+3.6% | Added |
| Hamilton Capital Partners Inc. | 23,287 | $2.93M | 0.22% | +7,137+44.2% | Added |
| Catalytic Wealth RIA, LLC | 23,006 | $2.90M | 0.51% | +7,635+49.7% | Added |
| National Asset Management, Inc. | 22,869 | $2.88M | 0.09% | −4,257−15.7% | Reduced |
| Capital International Sarl | 22,754 | $2.87M | 0.07% | +9,404+70.4% | Added |
| Benjamin Edwards Inc | 22,330 | $2.82M | 0.04% | +2,608+13.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 21,252 | $2.67M | 0.03% | +8,260+63.6% | Added |
| Assenagon Asset Management S.A. | 20,931 | $2.64M | 0.00% | +365+1.8% | Added |
| Argentarii, LLC | 20,838 | $2.63M | 1.32% | +20,838 | New |
| Illinois Municipal Retirement Fund | 20,691 | $2.61M | 0.04% | +7,225+53.7% | Added |
| Commerce Bank | 20,655 | $2.60M | 0.02% | −676−3.2% | Reduced |
| Asset Planning,Inc | 20,588 | $2.59M | 1.98% | +20,588 | New |
| United Capital Financial Advisers, LLC | 20,315 | $2.56M | 0.02% | −89−0.4% | Reduced |
| Kinneret Advisory, LLC | 19,982 | $2.52M | 0.24% | −931−4.5% | Reduced |
| Beck Capital Management, LLC | 19,883 | $2.51M | 0.67% | +745+3.9% | Added |
| Tokio Marine Asset Management Co Ltd | 19,394 | $2.44M | 0.09% | +1,758+10.0% | Added |
| FJ Capital Management LLC | 19,341 | $2.44M | 0.28% | −1,301−6.3% | Reduced |
| Engineers Gate Manager LP | 19,268 | $2.43M | 0.04% | +12,249+174.5% | Added |
| J. Safra Sarasin Holding AG | 19,186 | $2.42M | 0.04% | +19,186 | New |
| Concurrent Investment Advisors, LLC | 19,159 | $2.41M | 0.07% | −104−0.5% | Reduced |
| Private Advisor Group, LLC | 19,143 | $2.41M | 0.01% | −473−2.4% | Reduced |
| Forte Capital LLC | 19,079 | $2.40M | 0.27% | +461+2.5% | Added |
| TD Waterhouse Canada Inc. | 19,082 | $2.40M | 0.02% | +17,899+1,513.0% | Added |
| V-Square Quantitative Management LLC | 18,859 | $2.38M | 0.34% | +1,639+9.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 18,783 | $2.37M | 0.05% | +442+2.4% | Added |
| Ossiam | 18,582 | $2.34M | 0.04% | −1,681−8.3% | Reduced |