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, Q2 2025
Institutional positions in Welltower Inc. as of Jun 30, 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
- 1,266
- +47 vs. Q1 2025
- Shares held
- 647.5M
- +12.4M (+1.9%) vs. Q1 2025
- Total value
- $99.5B
- +$2.18B (+2.2%) vs. Q1 2025
- New holders
- 129
- 591 more added
- Sold out
- 82
- 362 more reduced
18 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 85,786,487 | $13.2B | 0.21% | −6,603,846−7.1% | Reduced |
| BlackRock, Inc. | 66,550,890 | $10.2B | 0.20% | +934,466+1.4% | Added |
| Capital International Investors | 44,673,321 | $6.87B | 1.18% | +2,079,445+4.9% | Added |
| State Street Corp | 39,616,289 | $6.09B | 0.23% | +1,740,196+4.6% | Added |
| Cohen & Steers, Inc. | 35,174,884 | $5.41B | 9.91% | −644,334−1.8% | Reduced |
| Norges Bank | 31,897,184 | $4.90B | 0.61% | +595,469+1.9% | Added |
| Wellington Management Group LLP | 20,168,974 | $3.10B | 0.56% | −1,120,710−5.3% | Reduced |
| Bank of America Corp | 19,011,127 | $2.92B | 0.24% | −1,362,377−6.7% | Reduced |
| FMR LLC | 18,323,524 | $2.82B | 0.16% | +785,538+4.5% | Added |
| Geode Capital Management, LLC | 15,012,454 | $2.30B | 0.16% | +723,887+5.1% | Added |
| Price T Rowe Associates Inc | 12,161,079 | $1.87B | 0.21% | +3,237,227+36.3% | Added |
| Principal Financial Group Inc | 10,433,664 | $1.60B | 0.85% | −1,028,752−9.0% | Reduced |
| UBS Asset Management Americas Inc | 9,693,143 | $1.49B | 0.30% | +1,528,303+18.7% | Added |
| Northern Trust Corp | 8,823,187 | $1.36B | 0.19% | +355,966+4.2% | Added |
| Morgan Stanley | 8,812,695 | $1.35B | 0.09% | −369,983−4.0% | Reduced |
| JPMorgan Chase & Co | 7,898,391 | $1.21B | 0.08% | +149,724+1.9% | Added |
| Charles Schwab Investment Management Inc | 7,329,291 | $1.13B | 0.19% | +372,697+5.4% | Added |
| Legal & General Group Plc | 7,297,309 | $1.12B | 0.28% | +285,205+4.1% | Added |
| Invesco Ltd. | 7,295,596 | $1.12B | 0.19% | +207,964+2.9% | Added |
| Dimensional Fund Advisors LP | 7,197,606 | $1.11B | 0.26% | −50,876−0.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,416,565 | $986.4M | 1.02% | +85,751+1.4% | Added |
| Goldman Sachs Group Inc | 6,130,834 | $942.5M | 0.15% | +1,401,913+29.6% | Added |
| Daiwa Securities Group Inc. | 5,351,531 | $822.7M | 3.04% | −89,722−1.6% | Reduced |
| Nuveen, LLC | 5,122,386 | $787.5M | 0.22% | +147,491+3.0% | Added |
| Resolution Capital Ltd | 5,084,628 | $781.7M | 15.50% | +177,849+3.6% | Added |
| Centersquare Investment Management LLC | 4,998,210 | $768.4M | 7.97% | +35,964+0.7% | Added |
| Deutsche Bank AG | 4,699,009 | $722.4M | 0.27% | −422,279−8.2% | Reduced |
| Bank of New York Mellon Corp | 4,015,959 | $617.4M | 0.12% | +125,838+3.2% | Added |
| Amundi | 4,064,420 | $612.5M | 0.21% | +266,292+7.0% | Added |
| Russell Investments Group, Ltd. | 3,385,227 | $520.3M | 0.66% | −108,839−3.1% | Reduced |
| Cbre Clarion Securities LLC | 3,271,471 | $502.9M | 7.63% | +258,224+8.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,270,331 | $502.7M | 0.31% | +162,508+5.2% | Added |
| Ameriprise Financial Inc | 2,858,277 | $434.6M | 0.11% | +209,720+7.9% | Added |
| Prudential Financial Inc | 2,774,330 | $426.5M | 0.55% | +268,729+10.7% | Added |
| PGGM Investments | 2,662,087 | $409.2M | 7.10% | +20,616+0.8% | Added |
| SEI Investments Co | 2,524,323 | $388.1M | 0.45% | −48,786−1.9% | Reduced |
| Duff & Phelps Investment Management Co | 2,509,637 | $385.8M | 4.53% | +32,891+1.3% | Added |
| Qube Research & Technologies Ltd | 2,465,874 | $379.1M | 0.53% | +1,098,166+80.3% | Added |
| HSBC Holdings PLC | 2,109,005 | $323.6M | 0.21% | −189,267−8.2% | Reduced |
| UBS Group AG | 2,095,044 | $322.1M | 0.07% | −661,116−24.0% | Reduced |
| Swiss National Bank | 1,962,900 | $301.8M | 0.18% | +206,600+11.8% | Added |
| Macquarie Group Ltd | 1,754,158 | $269.7M | 0.33% | −65,808−3.6% | Reduced |
| California Public Employees Retirement System | 1,749,978 | $269.0M | 0.17% | −82,243−4.5% | Reduced |
| National Pension Service | 1,657,399 | $254.8M | 0.22% | +125,576+8.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,655,153 | $254.4M | 0.20% | +136,044+9.0% | Added |
| Voya Investment Management LLC | 1,644,953 | $252.1M | 0.25% | −128,994−7.3% | Reduced |
| Barclays PLC | 1,619,105 | $248.9M | 0.10% | +26,406+1.7% | Added |
| Capital World Investors | 1,589,496 | $244.4M | 0.04% | +1,589,496 | New |
| Nordea Investment Management AB | 1,602,490 | $242.6M | 0.23% | +70,574+4.6% | Added |
| Standard Life Aberdeen plc | 1,579,011 | $239.4M | 0.41% | +81,540+5.4% | Added |
| Schroder Investment Management Group | 1,530,884 | $235.3M | 0.20% | +174,579+12.9% | Added |
| APG Asset Management US Inc. | 1,521,684 | $230.7M | 1.73% | +100,858+7.1% | Added |
| Great West Life Assurance Co | 1,477,832 | $227.2M | 0.36% | +72,470+5.2% | Added |
| Lasalle Investment Management Securities LLC | 1,422,499 | $218.7M | 8.95% | +121,884+9.4% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,412,431 | $217.1M | 0.39% | −31,316−2.2% | Reduced |
| Rhumbline Advisers | 1,300,515 | $199.9M | 0.17% | −2060.0% | Reduced |
| Alliancebernstein L.P. | 1,290,141 | $198.3M | 0.06% | +26,924+2.1% | Added |
| Aew Capital Management L P | 1,283,280 | $197.3M | 10.38% | −92,588−6.7% | Reduced |
| Wells Fargo & Company | 1,271,511 | $195.5M | 0.04% | +227,714+21.8% | Added |
| Nomura Asset Management Co Ltd | 1,261,839 | $194.0M | 0.53% | +77,941+6.6% | Added |
| Zimmer Partners, LP | 1,247,745 | $191.8M | 4.39% | −609,103−32.8% | Reduced |
| Balyasny Asset Management LLC | 1,241,145 | $190.8M | 0.43% | +877,725+241.5% | Added |
| Bamco Inc | 1,228,446 | $188.8M | 0.51% | −93,801−7.1% | Reduced |
| Asset Management One Co.,Ltd. | 1,203,786 | $185.1M | 0.58% | +12,370+1.0% | Added |
| Public Employees Retirement System of Ohio | 1,152,310 | $177.1M | 0.60% | +42,495+3.8% | Added |
| Castle Hook Partners LP | 1,103,885 | $169.7M | 2.50% | +165,711+17.7% | Added |
| D. E. Shaw & Co., Inc. | 1,068,586 | $164.3M | 0.16% | +196,141+22.5% | Added |
| American Century Companies Inc | 1,065,768 | $163.8M | 0.09% | −57,994−5.2% | Reduced |
| California State Teachers Retirement System | 1,018,677 | $156.6M | 0.17% | +46,650+4.8% | Added |
| Heitman Real Estate Securities LLC | 1,010,293 | $155.3M | 11.01% | −69,918−6.5% | Reduced |
| Adelante Capital Management LLC | 981,590 | $150.9M | 11.62% | +17,860+1.9% | Added |
| Citadel Advisors LLC | 966,370 | $148.6M | 0.13% | +221,263+29.7% | Added |
| Pictet Asset Management Holding SA | 898,706 | $138.2M | 0.14% | −108,213−10.7% | Reduced |
| KBC Group NV | 848,919 | $130.5M | 0.35% | +406,389+91.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 838,668 | $128.9M | 0.32% | +147,883+21.4% | Added |
| Actiam N.V. | 837,165 | $128.7M | 1.65% | +178,402+27.1% | Added |
| Citigroup Inc | 831,543 | $127.8M | 0.09% | −13,266−1.6% | Reduced |
| New York State Common Retirement Fund | 794,065 | $122.1M | 0.16% | +31,800+4.2% | Added |
| Neuberger Berman Group LLC | 778,419 | $119.7M | 0.09% | +102,147+15.1% | Added |
| Raymond James Financial Inc | 774,904 | $119.1M | 0.04% | +51,976+7.2% | Added |
| Allianz Asset Management GmbH | 771,298 | $118.6M | 0.16% | +94,142+13.9% | Added |
| STRS Ohio | 769,418 | $118.3M | 0.44% | −3,723−0.5% | Reduced |
| Royal Bank of Canada | 760,584 | $116.9M | 0.02% | −23,628−3.0% | Reduced |
| Korea Investment CORP | 757,405 | $116.4M | 0.26% | +69,725+10.1% | Added |
| HRT Financial LP | 712,929 | $109.6M | 0.48% | +546,225+327.7% | Added |
| Susquehanna International Group, LLP | 689,880 | $106.1M | 0.16% | +521,746+310.3% | Added |
| Swedbank AB | 666,219 | $102.4M | 0.12% | +666,219 | New |
| Natixis Advisors, L.P. | 653,387 | $100.4M | 0.16% | +227,393+53.4% | Added |
| National Bank of Canada | 644,568 | $99.1M | 0.11% | −50,321−7.2% | Reduced |
| State Board of Administration of Florida Retirement System | 593,712 | $91.3M | 0.16% | +13,415+2.3% | Added |
| Congress Asset Management Co | 578,845 | $89.0M | 0.61% | +578,845 | New |
| Adage Capital Partners GP, L.L.C. | 569,006 | $87.5M | 0.15% | +63,400+12.5% | Added |
| Janus Henderson Group PLC | 568,222 | $87.3M | 0.04% | −42,280−6.9% | Reduced |
| Storebrand Asset Management AS | 557,687 | $85.7M | 0.25% | +69,670+14.3% | Added |
| AXA S.A. | 535,170 | $82.3M | 0.24% | +72,276+15.6% | Added |
| BNP Paribas Arbitrage, SA | 531,578 | $81.7M | 0.06% | −650,896−55.0% | Reduced |
| Capital International Inc | 528,094 | $81.2M | 0.79% | +124,288+30.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 502,837 | $77.3M | 0.18% | −1,085−0.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 498,580 | $76.6M | 0.19% | −23,382−4.5% | Reduced |
| Envestnet Asset Management Inc | 496,073 | $76.3M | 0.02% | +37,339+8.1% | Added |