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 |
|---|---|---|---|---|---|
| Commonwealth Equity Services, LLC | 90,216 | $13.8M | 0.02% | +4,631+5.4% | Added |
| HighTower Advisors, LLC | 91,984 | $14.1M | 0.02% | +4,386+5.0% | Added |
| Lido Advisors, LLC | 92,755 | $14.2M | 0.08% | +22,636+32.3% | Added |
| CIBC Asset Management Inc | 93,622 | $14.3M | 0.05% | +3,586+4.0% | Added |
| Xponance, Inc. | 94,863 | $14.5M | 0.14% | +4,776+5.3% | Added |
| TCW Group Inc | 95,000 | $14.6M | 0.13% | −9,447−9.0% | Reduced |
| Keybank National Association | 95,371 | $14.6M | 0.06% | −3,847−3.9% | Reduced |
| Canada Pension Plan Investment Board | 96,663 | $14.8M | 0.01% | −1,127,269−92.1% | Reduced |
| Ethic Inc. | 97,094 | $15.0M | 0.30% | +17,177+21.5% | Added |
| Connors Investor Services Inc | 97,700 | $15.0M | 1.49% | −2,221−2.2% | Reduced |
| Cetera Investment Advisers | 98,244 | $15.1M | 0.03% | +11,499+13.3% | Added |
| Beck Bode, LLC | 98,523 | $15.1M | 2.81% | +98,523 | New |
| Utah Retirement Systems | 102,203 | $15.7M | 0.18% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 104,280 | $16.0M | 0.19% | +1,143+1.1% | Added |
| Transform Wealth, LLC | 104,512 | $16.0M | 0.97% | +1,862+1.8% | Added |
| Guggenheim Capital LLC | 106,600 | $16.3M | 0.15% | +44,293+71.1% | Added |
| Metis Global Partners, LLC | 107,646 | $16.5M | 0.46% | +13,454+14.3% | Added |
| Assetmark, Inc | 108,030 | $16.6M | 0.05% | +96,862+867.3% | Added |
| Swiss Life Asset Management Ltd | 108,869 | $16.7M | 0.12% | +21,013+23.9% | Added |
| Knights of Columbus Asset Advisors LLC | 109,933 | $16.8M | 1.16% | +44,570+68.2% | Added |
| Boothbay Fund Management, LLC | 110,356 | $16.9M | 0.61% | +107,514+3,783.0% | Added |
| Chilton Capital Management LLC | 111,418 | $17.1M | 0.74% | −33,209−23.0% | Reduced |
| USS Investment Management Ltd | 111,640 | $17.1M | 0.13% | −63−0.1% | Reduced |
| Prudential PLC | 115,507 | $17.7M | 0.09% | +11,516+11.1% | Added |
| ProShare Advisors LLC | 116,519 | $17.9M | 0.04% | −6,083−5.0% | Reduced |
| Varma Mutual Pension Insurance Co | 117,776 | $18.0M | 0.16% | −12,500−9.6% | Reduced |
| Kempen Capital Management N.V. | 117,786 | $18.0M | 0.19% | +28,674+32.2% | Added |
| Calamos Advisors LLC | 118,271 | $18.1M | 0.09% | +1,317+1.1% | Added |
| Vestcor Inc | 118,611 | $18.2M | 0.61% | +1,333+1.1% | Added |
| Amalgamated Bank | 118,696 | $18.2M | 0.16% | +4,115+3.6% | Added |
| Walleye Trading LLC | 119,054 | $18.2M | 0.52% | +119,054 | New |
| British Columbia Investment Management Corp | 119,084 | $18.2M | 0.11% | +650+0.5% | Added |
| Nearwater Capital Markets, Ltd | 120,000 | $18.4M | 0.52% | +120,000 | New |
| Susquehanna Fundamental Investments, LLC | 121,165 | $18.6M | 0.31% | −96,256−44.3% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 121,706 | $18.6M | 0.55% | −11,512−8.6% | Reduced |
| Andra AP-fonden | 122,900 | $18.8M | 0.31% | −20,900−14.5% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 123,139 | $18.9M | 0.23% | −5,200−4.1% | Reduced |
| Thrivent Financial for Lutherans | 123,402 | $18.9M | 0.04% | −2,142−1.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 123,863 | $19.0M | 0.17% | +2,887+2.4% | Added |
| Tiaa Trust, National Association | 124,052 | $19.0M | 0.06% | −1,078−0.9% | Reduced |
| Waterfront Capital Partners, LLC | 125,000 | $19.2M | 3.28% | +125,000 | New |
| Mercer Global Advisors Inc | 126,484 | $19.4M | 0.04% | +2,707+2.2% | Added |
| Twinbeech Capital LP | 127,303 | $19.5M | 0.35% | +127,303 | New |
| Skandinaviska Enskilda Banken AB (publ) | 128,373 | $19.7M | 0.10% | +7,349+6.1% | Added |
| DnB Asset Management AS | 129,691 | $19.9M | 0.09% | +560.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 131,503 | $20.1M | 0.04% | +10,423+8.6% | Added |
| Alyeska Investment Group, L.P. | 132,857 | $20.4M | 0.08% | −448,982−77.2% | Reduced |
| Vert Asset Management LLC | 139,486 | $21.4M | 7.35% | −41,264−22.8% | Reduced |
| Czech National Bank | 139,933 | $21.4M | 0.20% | +11,672+9.1% | Added |
| Mackenzie Financial Corp | 141,282 | $21.6M | 0.03% | −92,510−39.6% | Reduced |
| Point72 Asset Management, L.P. | 147,023 | $22.5M | 0.06% | +83,964+133.2% | Added |
| Intech Investment Management LLC | 149,197 | $22.9M | 0.24% | −6,819−4.4% | Reduced |
| Nomura Holdings Inc | 151,771 | $23.3M | 0.12% | +63,604+72.1% | Added |
| Gillson Capital LP | 156,301 | $23.9M | 2.04% | +109,286+232.4% | Added |
| Weiss Asset Management LP | 156,566 | $24.0M | 0.64% | +156,566 | New |
| B&I Capital AG | 157,590 | $24.1M | 7.85% | +6,770+4.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 162,032 | $24.9M | 0.10% | +45,223+38.7% | Added |
| WestEnd Advisors, LLC | 162,446 | $24.9M | 0.66% | −8,240−4.8% | Reduced |
| Public Sector Pension Investment Board | 162,902 | $25.0M | 0.11% | +8,752+5.7% | Added |
| Nissay Asset Management Corp | 164,190 | $25.2M | 0.16% | +5,047+3.2% | Added |
| State of Michigan Retirement System | 165,309 | $25.3M | 0.15% | +4,800+3.0% | Added |
| Ensign Peak Advisors, Inc | 166,030 | $25.4M | 0.05% | +19,380+13.2% | Added |
| HRT Financial LP | 166,704 | $25.5M | 0.16% | +166,704 | New |
| Corebridge Financial, Inc. | 167,813 | $25.7M | 0.15% | +1,911+1.2% | Added |
| Susquehanna International Group, LLP | 168,134 | $25.8M | 0.04% | −80,809−32.5% | Reduced |
| Sanctuary Advisors, LLC | 168,640 | $25.8M | 0.18% | +9,480+6.0% | Added |
| Caisse de Depot Et Placement du Quebec | 175,058 | $26.8M | 0.06% | −9,042−4.9% | Reduced |
| MetLife Investment Management | 175,765 | $26.9M | 0.15% | +1,389+0.8% | Added |
| Creative Planning | 178,182 | $27.3M | 0.03% | +15,679+9.6% | Added |
| Toroso Investments, LLC | 180,342 | $27.6M | 0.23% | +134,850+296.4% | Added |
| EP Wealth Advisors, LLC | 181,143 | $27.8M | 0.22% | +176,986+4,257.5% | Added |
| Arizona State Retirement System | 182,742 | $28.0M | 0.18% | +4,524+2.5% | Added |
| NewEdge Wealth, LLC | 184,312 | $28.2M | 0.51% | −6,961−3.6% | Reduced |
| Forsta Ap-Fonden | 190,600 | $29.2M | 0.22% | +33,700+21.5% | Added |
| ExodusPoint Capital Management, LP | 194,293 | $29.8M | 0.39% | +12,157+6.7% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 201,503 | $30.9M | 0.19% | −3,354−1.6% | Reduced |
| First Trust Advisors LP | 201,929 | $30.9M | 0.03% | −29,686−12.8% | Reduced |
| Holocene Advisors, LP | 205,000 | $31.4M | 0.09% | +205,000 | New |
| Stifel Financial Corp | 209,070 | $32.0M | 0.03% | +15,932+8.2% | Added |
| KLP Kapitalforvaltning AS | 213,146 | $32.7M | 0.16% | +2,400+1.1% | Added |
| State of Tennessee, Treasury Department | 215,398 | $33.0M | 0.13% | −60.0% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 218,590 | $33.5M | 0.34% | +10,082+4.8% | Added |
| Natixis | 218,848 | $33.6M | 0.20% | −680−0.3% | Reduced |
| The PNC Financial Services Group, Inc. | 219,460 | $33.6M | 0.02% | +6,645+3.1% | Added |
| Ci Investments Inc. | 221,306 | $33.9M | 0.14% | −3,140−1.4% | Reduced |
| TD Asset Management Inc | 221,912 | $34.0M | 0.03% | +7,618+3.6% | Added |
| Umb Bank N A | 222,695 | $34.1M | 0.56% | +2,657+1.2% | Added |
| Cerity Partners LLC | 228,584 | $35.0M | 0.07% | +1,170+0.5% | Added |
| Braun Stacey Associates Inc | 234,401 | $35.9M | 1.47% | −13,973−5.6% | Reduced |
| Millennium Management LLC | 234,424 | $35.9M | 0.03% | −783,941−77.0% | Reduced |
| CIBC World Markets Corp | 240,171 | $36.8M | 0.29% | +9,253+4.0% | Added |
| IFM Investors Pty Ltd | 241,042 | $36.9M | 0.40% | −16,722−6.5% | Reduced |
| AQR Capital Management LLC | 256,975 | $39.4M | 0.04% | +11,121+4.5% | Added |
| LPL Financial LLC | 258,052 | $39.5M | 0.02% | +9,678+3.9% | Added |
| Hazelview Securities Inc. | 258,569 | $39.6M | 7.20% | +17,452+7.2% | Added |
| Factory Mutual Insurance Co | 265,300 | $40.6M | 0.47% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 276,660 | $42.4M | 0.31% | +276,660 | New |
| Nisa Investment Advisors, LLC | 280,029 | $42.9M | 0.21% | −17,754−6.0% | Reduced |
| Treasurer of the State of North Carolina | 282,119 | $43.2M | 0.17% | −15,273−5.1% | Reduced |
| Jefferies Financial Group Inc. | 283,809 | $43.5M | 0.75% | +154,809+120.0% | Added |