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 |
|---|---|---|---|---|---|
| Credit Agricole S A | 291,337 | $44.6M | 0.17% | +83,371+40.1% | Added |
| Royal London Asset Management Ltd | 292,975 | $44.9M | 0.11% | +30,963+11.8% | Added |
| CORDA Investment Management, LLC. | 299,941 | $46.0M | 3.65% | −57,975−16.2% | Reduced |
| Van Eck Associates Corp | 300,602 | $46.1M | 0.06% | +20,262+7.2% | Added |
| Toronto Dominion Bank | 302,481 | $46.3M | 0.12% | −17,468−5.5% | Reduced |
| APG Asset Management N.V. | 330,966 | $46.9M | 0.15% | −1,212−0.4% | Reduced |
| Danske Bank A/S | 307,110 | $47.1M | 0.14% | −117,362−27.6% | Reduced |
| Employees Retirement System of Texas | 313,507 | $48.0M | 0.44% | −6,493−2.0% | Reduced |
| Teacher Retirement System of Texas | 313,745 | $48.1M | 0.20% | −225,018−41.8% | Reduced |
| Uniplan Investment Counsel, Inc. | 320,165 | $49.1M | 4.77% | −22,873−6.7% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 321,519 | $49.3M | 0.16% | +8,807+2.8% | Added |
| Handelsbanken Fonder AB | 324,452 | $49.7M | 0.20% | −11,373−3.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 339,781 | $52.1M | 0.31% | +13,439+4.1% | Added |
| Bowen Hanes & Co Inc | 346,281 | $53.1M | 1.48% | 00.0% | Unchanged |
| FIL Ltd | 346,592 | $53.1M | 0.05% | −48,485−12.3% | Reduced |
| Border to Coast Pensions Partnership Ltd | 350,000 | $53.6M | 1.10% | −65,000−15.7% | Reduced |
| Victory Capital Management Inc | 353,778 | $54.2M | 0.06% | +6,792+2.0% | Added |
| Balyasny Asset Management LLC | 363,420 | $55.7M | 0.14% | +196,241+117.4% | Added |
| State of Wisconsin Investment Board | 364,592 | $55.9M | 0.14% | +11,615+3.3% | Added |
| Capital Group Private Client Services, Inc. | 369,243 | $56.6M | 0.55% | +66,484+22.0% | Added |
| Brookfield Asset Management Inc. | 371,317 | $56.9M | 0.08% | +104,320+39.1% | Added |
| Resona Asset Management Co.,Ltd. | 374,603 | $57.5M | 0.33% | +32,589+9.5% | Added |
| State of Alaska, Department of Revenue | 375,363 | $57.5M | 0.65% | +8,956+2.4% | Added |
| DekaBank Deutsche Girozentrale | 379,147 | $57.7M | 0.11% | −3,115−0.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 388,671 | $59.5M | 0.12% | +17,655+4.8% | Added |
| UniSuper Management Pty Ltd | 397,676 | $60.9M | 0.45% | +1,932+0.5% | Added |
| Capital International Inc | 403,806 | $61.9M | 0.75% | −17,862−4.2% | Reduced |
| Candriam Luxembourg S.C.A. | 406,090 | $62.2M | 0.39% | +342,457+538.2% | Added |
| Manufacturers Life Insurance Company, The | 407,375 | $62.4M | 0.06% | +26,047+6.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 420,263 | $64.4M | 0.14% | +7,263+1.8% | Added |
| 1832 Asset Management L.P. | 420,387 | $64.4M | 0.12% | +221,876+111.8% | Added |
| Franklin Resources Inc | 421,253 | $64.5M | 0.02% | +80,236+23.5% | Added |
| M.D. Sass Investors Services, Inc. | 422,000 | $64.7M | 5.69% | +35,054+9.1% | Added |
| Natixis Advisors, L.P. | 425,994 | $65.3M | 0.12% | +70,329+19.8% | Added |
| Aviva PLC | 434,871 | $66.6M | 0.16% | +62,398+16.8% | Added |
| KBC Group NV | 442,530 | $67.8M | 0.21% | +45,754+11.5% | Added |
| State of New Jersey Common Pension Fund D | 453,296 | $69.4M | 0.31% | −11,041−2.4% | Reduced |
| Envestnet Asset Management Inc | 458,734 | $70.3M | 0.02% | +280+0.1% | Added |
| New York State Teachers Retirement System | 460,774 | $70.6M | 0.16% | +3,858+0.8% | Added |
| AXA S.A. | 462,894 | $70.9M | 0.23% | −44,082−8.7% | Reduced |
| Retirement Systems of Alabama | 471,351 | $72.2M | 0.28% | +8,609+1.9% | Added |
| Storebrand Asset Management AS | 488,017 | $74.8M | 0.24% | −9,443−1.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 503,922 | $77.2M | 0.20% | +101,234+25.1% | Added |
| Adage Capital Partners GP, L.L.C. | 505,606 | $77.5M | 0.14% | −137,100−21.3% | Reduced |
| Bank of Montreal | 515,217 | $78.9M | 0.04% | −109,990−17.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 521,962 | $80.0M | 0.21% | +342,620+191.0% | Added |
| Capital Research Global Investors | 570,000 | $87.3M | 0.02% | −108,940−16.0% | Reduced |
| State Board of Administration of Florida Retirement System | 580,297 | $88.9M | 0.18% | +13,870+2.4% | Added |
| GEM Realty Capital | 588,454 | $90.2M | 9.38% | +553,980+1,607.0% | Added |
| Janus Henderson Group PLC | 610,502 | $93.6M | 0.05% | +31,918+5.5% | Added |
| Zurich Insurance Group Ltd | 622,580 | $95.4M | 0.77% | +622,580 | New |
| Actiam N.V. | 658,763 | $100.9M | 1.60% | +658,763 | New |
| Neuberger Berman Group LLC | 676,272 | $103.6M | 0.09% | +127,985+23.3% | Added |
| Allianz Asset Management GmbH | 677,156 | $103.7M | 0.15% | −529,635−43.9% | Reduced |
| Korea Investment CORP | 687,680 | $105.4M | 0.26% | +207,735+43.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 690,785 | $105.8M | 0.30% | +145,947+26.8% | Added |
| National Bank of Canada | 694,889 | $106.5M | 0.12% | +229,330+49.3% | Added |
| Acadian Asset Management LLC | 717,913 | $110.0M | 0.31% | +610,063+565.7% | Added |
| Raymond James Financial Inc | 722,928 | $110.8M | 0.04% | +4,331+0.6% | Added |
| Citadel Advisors LLC | 745,107 | $114.2M | 0.11% | −571,568−43.4% | Reduced |
| New York State Common Retirement Fund | 762,265 | $116.8M | 0.17% | −4,700−0.6% | Reduced |
| Marshall Wace, LLP | 768,479 | $117.7M | 0.16% | +737,003+2,341.5% | Added |
| STRS Ohio | 773,141 | $118.5M | 0.50% | −3,818−0.5% | Reduced |
| Royal Bank of Canada | 784,212 | $120.1M | 0.03% | −26,293−3.2% | Reduced |
| Citigroup Inc | 844,809 | $129.4M | 0.10% | +309,832+57.9% | Added |
| D. E. Shaw & Co., Inc. | 872,445 | $133.7M | 0.16% | −106,595−10.9% | Reduced |
| Castle Hook Partners LP | 938,174 | $143.7M | 3.78% | +938,174 | New |
| Adelante Capital Management LLC | 963,730 | $147.7M | 11.17% | −207,502−17.7% | Reduced |
| California State Teachers Retirement System | 972,027 | $148.9M | 0.18% | −3260.0% | Reduced |
| Pictet Asset Management Holding SA | 1,006,919 | $154.3M | 0.17% | −62,186−5.8% | Reduced |
| Wells Fargo & Company | 1,043,797 | $159.9M | 0.04% | +1,393+0.1% | Added |
| Renaissance Technologies LLC | 1,078,763 | $165.3M | 0.25% | +456,000+73.2% | Added |
| Heitman Real Estate Securities LLC | 1,080,211 | $165.5M | 10.72% | +431,719+66.6% | Added |
| Public Employees Retirement System of Ohio | 1,109,815 | $170.0M | 0.62% | +10,424+0.9% | Added |
| American Century Companies Inc | 1,123,762 | $172.2M | 0.11% | −46,227−4.0% | Reduced |
| BNP Paribas Arbitrage, SA | 1,182,474 | $181.2M | 0.14% | −40,347−3.3% | Reduced |
| Nomura Asset Management Co Ltd | 1,183,898 | $181.4M | 0.56% | +79,195+7.2% | Added |
| Asset Management One Co.,Ltd. | 1,191,416 | $182.5M | 0.63% | +47,753+4.2% | Added |
| Alliancebernstein L.P. | 1,263,217 | $193.5M | 0.07% | +122,820+10.8% | Added |
| Lasalle Investment Management Securities LLC | 1,300,615 | $199.3M | 8.72% | −139,019−9.7% | Reduced |
| Rhumbline Advisers | 1,300,721 | $199.3M | 0.19% | +53,326+4.3% | Added |
| Bamco Inc | 1,322,247 | $202.6M | 0.60% | +170,752+14.8% | Added |
| Schroder Investment Management Group | 1,356,305 | $207.8M | 0.21% | +6,542+0.5% | Added |
| Qube Research & Technologies Ltd | 1,367,708 | $209.5M | 0.33% | +243,908+21.7% | Added |
| Aew Capital Management L P | 1,375,868 | $210.8M | 10.31% | −32,610−2.3% | Reduced |
| Great West Life Assurance Co | 1,405,362 | $215.6M | 0.38% | +185,506+15.2% | Added |
| APG Asset Management US Inc. | 1,420,826 | $219.0M | 1.68% | +82,709+6.2% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,443,747 | $221.2M | 0.44% | −97,725−6.3% | Reduced |
| Standard Life Aberdeen plc | 1,497,471 | $228.9M | 0.45% | +160,264+12.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,519,109 | $232.7M | 0.21% | +178,091+13.3% | Added |
| National Pension Service | 1,531,823 | $234.7M | 0.23% | +127,863+9.1% | Added |
| Nordea Investment Management AB | 1,531,916 | $235.5M | 0.25% | +54,528+3.7% | Added |
| Barclays PLC | 1,592,699 | $244.0M | 0.11% | +751,435+89.3% | Added |
| Swiss National Bank | 1,756,300 | $269.1M | 0.19% | +9,100+0.5% | Added |
| Voya Investment Management LLC | 1,773,947 | $271.4M | 0.30% | +385,621+27.8% | Added |
| Macquarie Group Ltd | 1,819,966 | $278.8M | 0.35% | −32,397−1.7% | Reduced |
| California Public Employees Retirement System | 1,832,221 | $280.7M | 0.20% | +171,020+10.3% | Added |
| Zimmer Partners, LP | 1,856,848 | $284.5M | 5.77% | −1,472,946−44.2% | Reduced |
| HSBC Holdings PLC | 2,298,272 | $352.1M | 0.23% | +91,406+4.1% | Added |
| Duff & Phelps Investment Management Co | 2,476,746 | $379.5M | 4.44% | −98,975−3.8% | Reduced |