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 |
|---|---|---|---|---|---|
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 123,139 | $18.9M | 0.23% | −5,200−4.1% | Reduced |
| Andra AP-fonden | 122,900 | $18.8M | 0.31% | −20,900−14.5% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 121,706 | $18.6M | 0.55% | −11,512−8.6% | Reduced |
| Susquehanna Fundamental Investments, LLC | 121,165 | $18.6M | 0.31% | −96,256−44.3% | Reduced |
| Nearwater Capital Markets, Ltd | 120,000 | $18.4M | 0.52% | +120,000 | New |
| British Columbia Investment Management Corp | 119,084 | $18.2M | 0.11% | +650+0.5% | Added |
| Walleye Trading LLC | 119,054 | $18.2M | 0.52% | +119,054 | New |
| Amalgamated Bank | 118,696 | $18.2M | 0.16% | +4,115+3.6% | Added |
| Vestcor Inc | 118,611 | $18.2M | 0.61% | +1,333+1.1% | Added |
| Calamos Advisors LLC | 118,271 | $18.1M | 0.09% | +1,317+1.1% | Added |
| Kempen Capital Management N.V. | 117,786 | $18.0M | 0.19% | +28,674+32.2% | Added |
| Varma Mutual Pension Insurance Co | 117,776 | $18.0M | 0.16% | −12,500−9.6% | Reduced |
| ProShare Advisors LLC | 116,519 | $17.9M | 0.04% | −6,083−5.0% | Reduced |
| Prudential PLC | 115,507 | $17.7M | 0.09% | +11,516+11.1% | Added |
| USS Investment Management Ltd | 111,640 | $17.1M | 0.13% | −63−0.1% | Reduced |
| Chilton Capital Management LLC | 111,418 | $17.1M | 0.74% | −33,209−23.0% | Reduced |
| Boothbay Fund Management, LLC | 110,356 | $16.9M | 0.61% | +107,514+3,783.0% | Added |
| Knights of Columbus Asset Advisors LLC | 109,933 | $16.8M | 1.16% | +44,570+68.2% | Added |
| Swiss Life Asset Management Ltd | 108,869 | $16.7M | 0.12% | +21,013+23.9% | Added |
| Assetmark, Inc | 108,030 | $16.6M | 0.05% | +96,862+867.3% | Added |
| Metis Global Partners, LLC | 107,646 | $16.5M | 0.46% | +13,454+14.3% | Added |
| Guggenheim Capital LLC | 106,600 | $16.3M | 0.15% | +44,293+71.1% | Added |
| Transform Wealth, LLC | 104,512 | $16.0M | 0.97% | +1,862+1.8% | Added |
| Yousif Capital Management, LLC | 104,280 | $16.0M | 0.19% | +1,143+1.1% | Added |
| Utah Retirement Systems | 102,203 | $15.7M | 0.18% | 00.0% | Unchanged |
| Beck Bode, LLC | 98,523 | $15.1M | 2.81% | +98,523 | New |
| Cetera Investment Advisers | 98,244 | $15.1M | 0.03% | +11,499+13.3% | Added |
| Connors Investor Services Inc | 97,700 | $15.0M | 1.49% | −2,221−2.2% | Reduced |
| Ethic Inc. | 97,094 | $15.0M | 0.30% | +17,177+21.5% | Added |
| Canada Pension Plan Investment Board | 96,663 | $14.8M | 0.01% | −1,127,269−92.1% | Reduced |
| Keybank National Association | 95,371 | $14.6M | 0.06% | −3,847−3.9% | Reduced |
| TCW Group Inc | 95,000 | $14.6M | 0.13% | −9,447−9.0% | Reduced |
| Xponance, Inc. | 94,863 | $14.5M | 0.14% | +4,776+5.3% | Added |
| CIBC Asset Management Inc | 93,622 | $14.3M | 0.05% | +3,586+4.0% | Added |
| Lido Advisors, LLC | 92,755 | $14.2M | 0.08% | +22,636+32.3% | Added |
| HighTower Advisors, LLC | 91,984 | $14.1M | 0.02% | +4,386+5.0% | Added |
| Commonwealth Equity Services, LLC | 90,216 | $13.8M | 0.02% | +4,631+5.4% | Added |
| New York Life Investment Management LLC | 90,213 | $13.8M | 0.14% | +2,144+2.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 89,722 | $13.7M | 0.14% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 87,549 | $13.4M | 0.60% | −31,667−26.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 87,406 | $13.4M | 0.03% | +4,023+4.8% | Added |
| Erste Asset Management GmbH | 85,735 | $13.2M | 0.17% | +36,407+73.8% | Added |
| Mariner, LLC | 85,673 | $13.1M | 0.02% | +4,784+5.9% | Added |
| Venture Visionary Partners LLC | 85,613 | $13.1M | 0.55% | +3,242+3.9% | Added |
| Westpac Banking Corp | 84,811 | $13.0M | 0.96% | −4,150−4.7% | Reduced |
| Public Employees Retirement Association of Colorado | 84,234 | $12.9M | 0.06% | +140.0% | Added |
| QRG Capital Management, Inc. | 83,214 | $12.7M | 0.13% | +5,795+7.5% | Added |
| AMF Pensionsforsakring AB | 83,047 | $12.7M | 0.09% | 00.0% | Unchanged |
| Captrust Financial Advisors | 82,077 | $12.6M | 0.03% | +817+1.0% | Added |
| Appleton Partners Inc | 81,630 | $12.5M | 0.97% | +55,511+212.5% | Added |
| GSI Capital Advisors LLC | 81,436 | $12.5M | 6.54% | +8,037+10.9% | Added |
| Tredje AP-fonden | 81,421 | $12.5M | 0.12% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 81,288 | $12.5M | 0.01% | +20,244+33.2% | Added |
| Fifth Third Bancorp | 80,460 | $12.3M | 0.05% | +21,988+37.6% | Added |
| M&T Bank Corp | 79,925 | $12.2M | 0.04% | +1,109+1.4% | Added |
| Trust Co of Toledo NA | 78,306 | $12.0M | 1.59% | −2,252−2.8% | Reduced |
| Mutual of America Capital Management LLC | 76,026 | $11.6M | 0.13% | −442−0.6% | Reduced |
| Rockefeller Capital Management L.P. | 75,975 | $11.6M | 0.03% | +4,704+6.6% | Added |
| Janney Montgomery Scott LLC | 75,481 | $11.6M | 0.03% | +9,495+14.4% | Added |
| Groupe la Francaise | 75,908 | $11.4M | 0.24% | +7,426+10.8% | Added |
| O'Shaughnessy Asset Management, LLC | 74,115 | $11.4M | 0.09% | +13,502+22.3% | Added |
| DuPont Capital Management Corp | 73,736 | $11.3M | 1.25% | +16,906+29.7% | Added |
| Squarepoint Ops LLC | 71,695 | $11.0M | 0.03% | +40,632+130.8% | Added |
| Gotham Asset Management, LLC | 71,515 | $11.0M | 0.09% | +5,691+8.6% | Added |
| Bank of Nova Scotia | 71,430 | $10.9M | 0.02% | −12,624−15.0% | Reduced |
| Central Trust Co | 70,878 | $10.9M | 0.27% | −1,925−2.6% | Reduced |
| Federated Hermes, Inc. | 66,932 | $10.3M | 0.02% | +61,382+1,106.0% | Added |
| Danica Pension, Livsforsikringsaktieselskab | 66,860 | $10.2M | 0.20% | +34,400+106.0% | Added |
| Rafferty Asset Management, LLC | 66,426 | $10.2M | 0.04% | −11,417−14.7% | Reduced |
| Fred Alger Management, LLC | 66,177 | $10.1M | 0.06% | +12,136+22.5% | Added |
| Sarasin & Partners LLP | 65,764 | $10.1M | 0.11% | +65,764 | New |
| JustInvest LLC | 65,619 | $10.1M | 0.15% | +6,636+11.3% | Added |
| OP Asset Management Ltd | 64,901 | $9.94M | 0.17% | +64,901 | New |
| Advisor Group Holdings, Inc. | 64,723 | $9.93M | 0.02% | −11,005−14.5% | Reduced |
| LGT Group Foundation | 64,525 | $9.89M | 0.14% | −17,793−21.6% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 63,043 | $9.66M | 0.11% | −10,583−14.4% | Reduced |
| Worldquant Millennium Advisors LLC | 61,555 | $9.43M | 0.06% | −159,543−72.2% | Reduced |
| Quantinno Capital Management LP | 61,172 | $9.37M | 0.06% | +19,515+46.8% | Added |
| Agf Management Ltd | 60,444 | $9.26M | 0.05% | +2,746+4.8% | Added |
| Avanza Fonder AB | 60,187 | $9.21M | 0.30% | −5,909−8.9% | Reduced |
| CWM Advisors, LLC | 59,062 | $9.05M | 1.08% | +2,996+5.3% | Added |
| U.S. Capital Wealth Advisors, LLC | 58,712 | $9.00M | 0.28% | −2,375−3.9% | Reduced |
| Eisler Capital Management Ltd. | 58,402 | $8.95M | 0.27% | +58,402 | New |
| Advisors Asset Management, Inc. | 57,810 | $8.86M | 0.17% | +4,424+8.3% | Added |
| Norinchukin Bank, The | 57,404 | $8.79M | 0.16% | +6,184+12.1% | Added |
| Azimuth Capital Investment Management LLC | 56,254 | $8.62M | 0.34% | +1,974+3.6% | Added |
| Windle Wealth, LLC | 56,250 | $8.62M | 4.44% | −8,898−13.7% | Reduced |
| Rakuten Investment Management, Inc. | 56,057 | $8.60M | 0.04% | +56,057 | New |
| Wealthfront Advisers LLC | 55,700 | $8.53M | 0.02% | +9,398+20.3% | Added |
| Twin Tree Management, LP | 55,517 | $8.51M | 0.19% | +18,791+51.2% | Added |
| Pinnacle Associates Ltd | 55,477 | $8.50M | 0.12% | −735−1.3% | Reduced |
| Harbour Trust & Investment Management Co | 54,419 | $8.34M | 1.01% | −1,266−2.3% | Reduced |
| Advisors Management Group Inc | 53,967 | $8.27M | 1.80% | −737−1.3% | Reduced |
| WESPAC Advisors SoCal, LLC | 53,892 | $8.26M | 2.15% | +21,667+67.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 52,906 | $8.11M | 0.33% | −3,306−5.9% | Reduced |
| Pensionfund DSM Netherlands | 52,753 | $8.08M | 5.35% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 52,750 | $8.08M | 0.18% | −9,014−14.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 52,125 | $8.04M | 0.01% | +1,595+3.2% | Added |
| Oregon Public Employees Retirement Fund | 52,350 | $8.02M | 0.15% | +1,630+3.2% | Added |
| NEOS Investment Management LLC | 51,906 | $7.95M | 0.15% | +20,243+63.9% | Added |