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, Q1 2025
Institutional positions in Welltower Inc. as of Mar 31, 2025. 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
- 1,237
- +124 vs. Q4 2024
- Shares held
- 635.8M
- +23.4M (+3.8%) vs. Q4 2024
- Total value
- $97.4B
- +$20.2B (+26.2%) vs. Q4 2024
- New holders
- 190
- 531 more added
- Sold out
- 66
- 339 more reduced
19 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 92,390,333 | $14.2B | 0.26% | −5,904,925−6.0% | Reduced |
| BlackRock, Inc. | 65,616,424 | $10.1B | 0.21% | +715,347+1.1% | Added |
| Capital International Investors | 42,593,876 | $6.53B | 1.28% | +5,497,468+14.8% | Added |
| State Street Corp | 37,876,093 | $5.80B | 0.24% | +1,439,710+4.0% | Added |
| Cohen & Steers, Inc. | 35,819,218 | $5.49B | 10.14% | −2,091,429−5.5% | Reduced |
| Norges Bank | 31,301,715 | $4.80B | 0.67% | +8,4330.0% | Added |
| Wellington Management Group LLP | 21,289,684 | $3.26B | 0.63% | +2,614,562+14.0% | Added |
| Bank of America Corp | 20,373,504 | $3.12B | 0.28% | +1,666,716+8.9% | Added |
| FMR LLC | 17,537,986 | $2.69B | 0.17% | +1,755,191+11.1% | Added |
| Geode Capital Management, LLC | 14,288,567 | $2.19B | 0.17% | +729,726+5.4% | Added |
| Principal Financial Group Inc | 11,462,416 | $1.76B | 0.99% | −446,223−3.7% | Reduced |
| Morgan Stanley | 9,182,678 | $1.41B | 0.10% | +2,108,196+29.8% | Added |
| Price T Rowe Associates Inc | 8,923,852 | $1.37B | 0.17% | +2,622,384+41.6% | Added |
| Northern Trust Corp | 8,467,221 | $1.30B | 0.19% | +36,725+0.4% | Added |
| UBS Asset Management Americas Inc | 8,164,840 | $1.25B | 0.32% | +532,135+7.0% | Added |
| JPMorgan Chase & Co | 7,748,667 | $1.19B | 0.09% | −2,392,071−23.6% | Reduced |
| Dimensional Fund Advisors LP | 7,248,482 | $1.11B | 0.28% | −227,327−3.0% | Reduced |
| Invesco Ltd. | 7,087,632 | $1.09B | 0.21% | −337,365−4.5% | Reduced |
| Legal & General Group Plc | 7,012,104 | $1.07B | 0.29% | +122,003+1.8% | Added |
| Charles Schwab Investment Management Inc | 6,956,594 | $1.07B | 0.20% | +877,856+14.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,330,814 | $969.9M | 1.13% | −187,459−2.9% | Reduced |
| Daiwa Securities Group Inc. | 5,441,253 | $833.7M | 3.52% | −797,833−12.8% | Reduced |
| Deutsche Bank AG | 5,121,288 | $784.6M | 0.31% | +118,185+2.4% | Added |
| Nuveen, LLC | 4,974,895 | $762.2M | 0.24% | +4,974,895 | New |
| Centersquare Investment Management LLC | 4,962,246 | $760.3M | 7.87% | +67,835+1.4% | Added |
| Resolution Capital Ltd | 4,906,779 | $751.8M | 14.64% | −862,394−14.9% | Reduced |
| Goldman Sachs Group Inc | 4,728,921 | $724.5M | 0.14% | +1,030,599+27.9% | Added |
| Bank of New York Mellon Corp | 3,890,121 | $596.0M | 0.12% | +5,447+0.1% | Added |
| Amundi | 3,798,128 | $578.9M | 0.21% | +24,301+0.6% | Added |
| Russell Investments Group, Ltd. | 3,494,066 | $535.3M | 0.74% | +2,967+0.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,107,823 | $476.1M | 0.34% | +1,1570.0% | Added |
| Cbre Clarion Securities LLC | 3,013,247 | $461.7M | 7.07% | +1,076,293+55.6% | Added |
| UBS Group AG | 2,756,160 | $422.3M | 0.09% | +736,400+36.5% | Added |
| PGGM Investments | 2,641,471 | $404.7M | 5.46% | +68,522+2.7% | Added |
| Ameriprise Financial Inc | 2,648,557 | $399.3M | 0.11% | +1,045,507+65.2% | Added |
| SEI Investments Co | 2,573,109 | $394.2M | 0.51% | +13,621+0.5% | Added |
| Prudential Financial Inc | 2,505,601 | $383.9M | 0.55% | −271,812−9.8% | Reduced |
| Duff & Phelps Investment Management Co | 2,476,746 | $379.5M | 4.44% | −98,975−3.8% | Reduced |
| HSBC Holdings PLC | 2,298,272 | $352.1M | 0.23% | +91,406+4.1% | Added |
| Zimmer Partners, LP | 1,856,848 | $284.5M | 5.77% | −1,472,946−44.2% | Reduced |
| California Public Employees Retirement System | 1,832,221 | $280.7M | 0.20% | +171,020+10.3% | Added |
| Macquarie Group Ltd | 1,819,966 | $278.8M | 0.35% | −32,397−1.7% | Reduced |
| Voya Investment Management LLC | 1,773,947 | $271.4M | 0.30% | +385,621+27.8% | Added |
| Swiss National Bank | 1,756,300 | $269.1M | 0.19% | +9,100+0.5% | Added |
| Barclays PLC | 1,592,699 | $244.0M | 0.11% | +751,435+89.3% | Added |
| Nordea Investment Management AB | 1,531,916 | $235.5M | 0.25% | +54,528+3.7% | Added |
| National Pension Service | 1,531,823 | $234.7M | 0.23% | +127,863+9.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,519,109 | $232.7M | 0.21% | +178,091+13.3% | Added |
| Standard Life Aberdeen plc | 1,497,471 | $228.9M | 0.45% | +160,264+12.0% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,443,747 | $221.2M | 0.44% | −97,725−6.3% | Reduced |
| APG Asset Management US Inc. | 1,420,826 | $219.0M | 1.68% | +82,709+6.2% | Added |
| Great West Life Assurance Co | 1,405,362 | $215.6M | 0.38% | +185,506+15.2% | Added |
| Aew Capital Management L P | 1,375,868 | $210.8M | 10.31% | −32,610−2.3% | Reduced |
| Qube Research & Technologies Ltd | 1,367,708 | $209.5M | 0.33% | +243,908+21.7% | Added |
| Schroder Investment Management Group | 1,356,305 | $207.8M | 0.21% | +6,542+0.5% | Added |
| Bamco Inc | 1,322,247 | $202.6M | 0.60% | +170,752+14.8% | Added |
| Rhumbline Advisers | 1,300,721 | $199.3M | 0.19% | +53,326+4.3% | Added |
| Lasalle Investment Management Securities LLC | 1,300,615 | $199.3M | 8.72% | −139,019−9.7% | Reduced |
| Alliancebernstein L.P. | 1,263,217 | $193.5M | 0.07% | +122,820+10.8% | Added |
| Asset Management One Co.,Ltd. | 1,191,416 | $182.5M | 0.63% | +47,753+4.2% | Added |
| Nomura Asset Management Co Ltd | 1,183,898 | $181.4M | 0.56% | +79,195+7.2% | Added |
| BNP Paribas Arbitrage, SA | 1,182,474 | $181.2M | 0.14% | −40,347−3.3% | Reduced |
| American Century Companies Inc | 1,123,762 | $172.2M | 0.11% | −46,227−4.0% | Reduced |
| Public Employees Retirement System of Ohio | 1,109,815 | $170.0M | 0.62% | +10,424+0.9% | Added |
| Heitman Real Estate Securities LLC | 1,080,211 | $165.5M | 10.72% | +431,719+66.6% | Added |
| Renaissance Technologies LLC | 1,078,763 | $165.3M | 0.25% | +456,000+73.2% | Added |
| Wells Fargo & Company | 1,043,797 | $159.9M | 0.04% | +1,393+0.1% | Added |
| Pictet Asset Management Holding SA | 1,006,919 | $154.3M | 0.17% | −62,186−5.8% | Reduced |
| California State Teachers Retirement System | 972,027 | $148.9M | 0.18% | −3260.0% | Reduced |
| Adelante Capital Management LLC | 963,730 | $147.7M | 11.17% | −207,502−17.7% | Reduced |
| Castle Hook Partners LP | 938,174 | $143.7M | 3.78% | +938,174 | New |
| D. E. Shaw & Co., Inc. | 872,445 | $133.7M | 0.16% | −106,595−10.9% | Reduced |
| Citigroup Inc | 844,809 | $129.4M | 0.10% | +309,832+57.9% | Added |
| Royal Bank of Canada | 784,212 | $120.1M | 0.03% | −26,293−3.2% | Reduced |
| STRS Ohio | 773,141 | $118.5M | 0.50% | −3,818−0.5% | Reduced |
| Marshall Wace, LLP | 768,479 | $117.7M | 0.16% | +737,003+2,341.5% | Added |
| New York State Common Retirement Fund | 762,265 | $116.8M | 0.17% | −4,700−0.6% | Reduced |
| Citadel Advisors LLC | 745,107 | $114.2M | 0.11% | −571,568−43.4% | Reduced |
| Raymond James Financial Inc | 722,928 | $110.8M | 0.04% | +4,331+0.6% | Added |
| Acadian Asset Management LLC | 717,913 | $110.0M | 0.31% | +610,063+565.7% | Added |
| National Bank of Canada | 694,889 | $106.5M | 0.12% | +229,330+49.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 690,785 | $105.8M | 0.30% | +145,947+26.8% | Added |
| Korea Investment CORP | 687,680 | $105.4M | 0.26% | +207,735+43.3% | Added |
| Allianz Asset Management GmbH | 677,156 | $103.7M | 0.15% | −529,635−43.9% | Reduced |
| Neuberger Berman Group LLC | 676,272 | $103.6M | 0.09% | +127,985+23.3% | Added |
| Actiam N.V. | 658,763 | $100.9M | 1.60% | +658,763 | New |
| Zurich Insurance Group Ltd | 622,580 | $95.4M | 0.77% | +622,580 | New |
| Janus Henderson Group PLC | 610,502 | $93.6M | 0.05% | +31,918+5.5% | Added |
| GEM Realty Capital | 588,454 | $90.2M | 9.38% | +553,980+1,607.0% | Added |
| State Board of Administration of Florida Retirement System | 580,297 | $88.9M | 0.18% | +13,870+2.4% | Added |
| Capital Research Global Investors | 570,000 | $87.3M | 0.02% | −108,940−16.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 521,962 | $80.0M | 0.21% | +342,620+191.0% | Added |
| Bank of Montreal | 515,217 | $78.9M | 0.04% | −109,990−17.6% | Reduced |
| Adage Capital Partners GP, L.L.C. | 505,606 | $77.5M | 0.14% | −137,100−21.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 503,922 | $77.2M | 0.20% | +101,234+25.1% | Added |
| Storebrand Asset Management AS | 488,017 | $74.8M | 0.24% | −9,443−1.9% | Reduced |
| Retirement Systems of Alabama | 471,351 | $72.2M | 0.28% | +8,609+1.9% | Added |
| AXA S.A. | 462,894 | $70.9M | 0.23% | −44,082−8.7% | Reduced |
| New York State Teachers Retirement System | 460,774 | $70.6M | 0.16% | +3,858+0.8% | Added |
| Envestnet Asset Management Inc | 458,734 | $70.3M | 0.02% | +280+0.1% | Added |