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 |
|---|---|---|---|---|---|
| State of New Jersey Common Pension Fund D | 453,296 | $69.4M | 0.31% | −11,041−2.4% | Reduced |
| KBC Group NV | 442,530 | $67.8M | 0.21% | +45,754+11.5% | Added |
| Aviva PLC | 434,871 | $66.6M | 0.16% | +62,398+16.8% | Added |
| Natixis Advisors, L.P. | 425,994 | $65.3M | 0.12% | +70,329+19.8% | Added |
| M.D. Sass Investors Services, Inc. | 422,000 | $64.7M | 5.69% | +35,054+9.1% | Added |
| Franklin Resources Inc | 421,253 | $64.5M | 0.02% | +80,236+23.5% | Added |
| 1832 Asset Management L.P. | 420,387 | $64.4M | 0.12% | +221,876+111.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 420,263 | $64.4M | 0.14% | +7,263+1.8% | Added |
| Manufacturers Life Insurance Company, The | 407,375 | $62.4M | 0.06% | +26,047+6.8% | Added |
| Candriam Luxembourg S.C.A. | 406,090 | $62.2M | 0.39% | +342,457+538.2% | Added |
| Capital International Inc | 403,806 | $61.9M | 0.75% | −17,862−4.2% | Reduced |
| UniSuper Management Pty Ltd | 397,676 | $60.9M | 0.45% | +1,932+0.5% | Added |
| Robeco Institutional Asset Management B.V. | 388,671 | $59.5M | 0.12% | +17,655+4.8% | Added |
| DekaBank Deutsche Girozentrale | 379,147 | $57.7M | 0.11% | −3,115−0.8% | Reduced |
| State of Alaska, Department of Revenue | 375,363 | $57.5M | 0.65% | +8,956+2.4% | Added |
| Resona Asset Management Co.,Ltd. | 374,603 | $57.5M | 0.33% | +32,589+9.5% | Added |
| Brookfield Asset Management Inc. | 371,317 | $56.9M | 0.08% | +104,320+39.1% | Added |
| Capital Group Private Client Services, Inc. | 369,243 | $56.6M | 0.55% | +66,484+22.0% | Added |
| State of Wisconsin Investment Board | 364,592 | $55.9M | 0.14% | +11,615+3.3% | Added |
| Balyasny Asset Management LLC | 363,420 | $55.7M | 0.14% | +196,241+117.4% | Added |
| Victory Capital Management Inc | 353,778 | $54.2M | 0.06% | +6,792+2.0% | Added |
| Border to Coast Pensions Partnership Ltd | 350,000 | $53.6M | 1.10% | −65,000−15.7% | Reduced |
| FIL Ltd | 346,592 | $53.1M | 0.05% | −48,485−12.3% | Reduced |
| Bowen Hanes & Co Inc | 346,281 | $53.1M | 1.48% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 339,781 | $52.1M | 0.31% | +13,439+4.1% | Added |
| Handelsbanken Fonder AB | 324,452 | $49.7M | 0.20% | −11,373−3.4% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 321,519 | $49.3M | 0.16% | +8,807+2.8% | Added |
| Uniplan Investment Counsel, Inc. | 320,165 | $49.1M | 4.77% | −22,873−6.7% | Reduced |
| Teacher Retirement System of Texas | 313,745 | $48.1M | 0.20% | −225,018−41.8% | Reduced |
| Employees Retirement System of Texas | 313,507 | $48.0M | 0.44% | −6,493−2.0% | Reduced |
| Danske Bank A/S | 307,110 | $47.1M | 0.14% | −117,362−27.6% | Reduced |
| APG Asset Management N.V. | 330,966 | $46.9M | 0.15% | −1,212−0.4% | Reduced |
| Toronto Dominion Bank | 302,481 | $46.3M | 0.12% | −17,468−5.5% | Reduced |
| Van Eck Associates Corp | 300,602 | $46.1M | 0.06% | +20,262+7.2% | Added |
| CORDA Investment Management, LLC. | 299,941 | $46.0M | 3.65% | −57,975−16.2% | Reduced |
| Royal London Asset Management Ltd | 292,975 | $44.9M | 0.11% | +30,963+11.8% | Added |
| Credit Agricole S A | 291,337 | $44.6M | 0.17% | +83,371+40.1% | Added |
| Jefferies Financial Group Inc. | 283,809 | $43.5M | 0.75% | +154,809+120.0% | Added |
| Treasurer of the State of North Carolina | 282,119 | $43.2M | 0.17% | −15,273−5.1% | Reduced |
| Nisa Investment Advisors, LLC | 280,029 | $42.9M | 0.21% | −17,754−6.0% | Reduced |
| Virginia Retirement Systems Et Al | 276,660 | $42.4M | 0.31% | +276,660 | New |
| Factory Mutual Insurance Co | 265,300 | $40.6M | 0.47% | 00.0% | Unchanged |
| Hazelview Securities Inc. | 258,569 | $39.6M | 7.20% | +17,452+7.2% | Added |
| LPL Financial LLC | 258,052 | $39.5M | 0.02% | +9,678+3.9% | Added |
| AQR Capital Management LLC | 256,975 | $39.4M | 0.04% | +11,121+4.5% | Added |
| IFM Investors Pty Ltd | 241,042 | $36.9M | 0.40% | −16,722−6.5% | Reduced |
| CIBC World Markets Corp | 240,171 | $36.8M | 0.29% | +9,253+4.0% | Added |
| Millennium Management LLC | 234,424 | $35.9M | 0.03% | −783,941−77.0% | Reduced |
| Braun Stacey Associates Inc | 234,401 | $35.9M | 1.47% | −13,973−5.6% | Reduced |
| Cerity Partners LLC | 228,584 | $35.0M | 0.07% | +1,170+0.5% | Added |
| Umb Bank N A | 222,695 | $34.1M | 0.56% | +2,657+1.2% | Added |
| TD Asset Management Inc | 221,912 | $34.0M | 0.03% | +7,618+3.6% | Added |
| Ci Investments Inc. | 221,306 | $33.9M | 0.14% | −3,140−1.4% | Reduced |
| The PNC Financial Services Group, Inc. | 219,460 | $33.6M | 0.02% | +6,645+3.1% | Added |
| Natixis | 218,848 | $33.6M | 0.20% | −680−0.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 218,590 | $33.5M | 0.34% | +10,082+4.8% | Added |
| State of Tennessee, Treasury Department | 215,398 | $33.0M | 0.13% | −60.0% | Reduced |
| KLP Kapitalforvaltning AS | 213,146 | $32.7M | 0.16% | +2,400+1.1% | Added |
| Stifel Financial Corp | 209,070 | $32.0M | 0.03% | +15,932+8.2% | Added |
| Holocene Advisors, LP | 205,000 | $31.4M | 0.09% | +205,000 | New |
| First Trust Advisors LP | 201,929 | $30.9M | 0.03% | −29,686−12.8% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 201,503 | $30.9M | 0.19% | −3,354−1.6% | Reduced |
| ExodusPoint Capital Management, LP | 194,293 | $29.8M | 0.39% | +12,157+6.7% | Added |
| Forsta Ap-Fonden | 190,600 | $29.2M | 0.22% | +33,700+21.5% | Added |
| NewEdge Wealth, LLC | 184,312 | $28.2M | 0.51% | −6,961−3.6% | Reduced |
| Arizona State Retirement System | 182,742 | $28.0M | 0.18% | +4,524+2.5% | Added |
| EP Wealth Advisors, LLC | 181,143 | $27.8M | 0.22% | +176,986+4,257.5% | Added |
| Toroso Investments, LLC | 180,342 | $27.6M | 0.23% | +134,850+296.4% | Added |
| Creative Planning | 178,182 | $27.3M | 0.03% | +15,679+9.6% | Added |
| MetLife Investment Management | 175,765 | $26.9M | 0.15% | +1,389+0.8% | Added |
| Caisse de Depot Et Placement du Quebec | 175,058 | $26.8M | 0.06% | −9,042−4.9% | Reduced |
| Sanctuary Advisors, LLC | 168,640 | $25.8M | 0.18% | +9,480+6.0% | Added |
| Susquehanna International Group, LLP | 168,134 | $25.8M | 0.04% | −80,809−32.5% | Reduced |
| Corebridge Financial, Inc. | 167,813 | $25.7M | 0.15% | +1,911+1.2% | Added |
| HRT Financial LP | 166,704 | $25.5M | 0.16% | +166,704 | New |
| Ensign Peak Advisors, Inc | 166,030 | $25.4M | 0.05% | +19,380+13.2% | Added |
| State of Michigan Retirement System | 165,309 | $25.3M | 0.15% | +4,800+3.0% | Added |
| Nissay Asset Management Corp | 164,190 | $25.2M | 0.16% | +5,047+3.2% | Added |
| Public Sector Pension Investment Board | 162,902 | $25.0M | 0.11% | +8,752+5.7% | Added |
| WestEnd Advisors, LLC | 162,446 | $24.9M | 0.66% | −8,240−4.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 162,032 | $24.9M | 0.10% | +45,223+38.7% | Added |
| B&I Capital AG | 157,590 | $24.1M | 7.85% | +6,770+4.5% | Added |
| Weiss Asset Management LP | 156,566 | $24.0M | 0.64% | +156,566 | New |
| Gillson Capital LP | 156,301 | $23.9M | 2.04% | +109,286+232.4% | Added |
| Nomura Holdings Inc | 151,771 | $23.3M | 0.12% | +63,604+72.1% | Added |
| Intech Investment Management LLC | 149,197 | $22.9M | 0.24% | −6,819−4.4% | Reduced |
| Point72 Asset Management, L.P. | 147,023 | $22.5M | 0.06% | +83,964+133.2% | Added |
| Mackenzie Financial Corp | 141,282 | $21.6M | 0.03% | −92,510−39.6% | Reduced |
| Czech National Bank | 139,933 | $21.4M | 0.20% | +11,672+9.1% | Added |
| Vert Asset Management LLC | 139,486 | $21.4M | 7.35% | −41,264−22.8% | Reduced |
| Alyeska Investment Group, L.P. | 132,857 | $20.4M | 0.08% | −448,982−77.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 131,503 | $20.1M | 0.04% | +10,423+8.6% | Added |
| DnB Asset Management AS | 129,691 | $19.9M | 0.09% | +560.0% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 128,373 | $19.7M | 0.10% | +7,349+6.1% | Added |
| Twinbeech Capital LP | 127,303 | $19.5M | 0.35% | +127,303 | New |
| Mercer Global Advisors Inc | 126,484 | $19.4M | 0.04% | +2,707+2.2% | Added |
| Waterfront Capital Partners, LLC | 125,000 | $19.2M | 3.28% | +125,000 | New |
| Tiaa Trust, National Association | 124,052 | $19.0M | 0.06% | −1,078−0.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 123,863 | $19.0M | 0.17% | +2,887+2.4% | Added |
| Thrivent Financial for Lutherans | 123,402 | $18.9M | 0.04% | −2,142−1.7% | Reduced |