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 |
|---|---|---|---|---|---|
| Louisiana State Employees Retirement System | 32,800 | $5.04M | 0.09% | 00.0% | Unchanged |
| Beck Capital Management, LLC | 32,976 | $5.07M | 1.27% | +11,934+56.7% | Added |
| Svenska Handelsbanken AB (publ) | 32,992 | $5.07M | 4.78% | +32,992 | New |
| Kestra Private Wealth Services, LLC | 33,069 | $5.08M | 0.07% | +4,189+14.5% | Added |
| Vise Technologies, Inc. | 33,166 | $5.10M | 0.21% | +33,166 | New |
| Gulf International Bank (UK) Ltd | 33,362 | $5.13M | 0.18% | −3,064−8.4% | Reduced |
| Man Group plc | 34,897 | $5.36M | 0.01% | +13,284+61.5% | Added |
| Empowered Funds, LLC | 35,506 | $5.46M | 0.06% | +20,716+140.1% | Added |
| Vanderbilt University | 35,747 | $5.50M | 1.04% | −2,695−7.0% | Reduced |
| DoubleLine ETF Adviser LP | 35,846 | $5.51M | 1.77% | +11,917+49.8% | Added |
| KMG Fiduciary Partners, LLC | 35,892 | $5.52M | 0.41% | −256−0.7% | Reduced |
| Sterling Capital Management LLC | 36,516 | $5.61M | 0.08% | +330+0.9% | Added |
| Horizon Investments, LLC | 36,767 | $5.63M | 0.09% | +27,949+317.0% | Added |
| Investment Management Corp of Ontario | 36,845 | $5.66M | 0.08% | +19,229+109.2% | Added |
| Capital International Sarl | 36,932 | $5.68M | 0.11% | +1,615+4.6% | Added |
| Hartford Investment Management Co | 37,535 | $5.77M | 0.18% | +334+0.9% | Added |
| Colony Group, LLC | 39,105 | $6.01M | 0.01% | +72+0.2% | Added |
| Spirit of America Management Corp | 39,125 | $6.01M | 1.25% | +1,400+3.7% | Added |
| Banque Cantonale Vaudoise | 39,318 | $6.04M | 0.25% | +10,607+36.9% | Added |
| Kentucky Retirement Systems | 39,498 | $6.07M | 0.18% | −2,588−6.1% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 39,573 | $6.08M | 0.17% | −5,327−11.9% | Reduced |
| Shell Asset Management Co | 39,932 | $6.14M | 0.21% | +9,997+33.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 39,987 | $6.15M | 0.02% | +4,736+13.4% | Added |
| Point72 (DIFC) Ltd | 40,064 | $6.16M | 0.49% | +6,836+20.6% | Added |
| Achmea Investment Management B.V. | 40,779 | $6.27M | 0.08% | +18,619+84.0% | Added |
| Brasada Capital Management, LP | 41,115 | $6.28M | 1.07% | +3,188+8.4% | Added |
| Stevens Capital Management LP | 40,989 | $6.30M | 1.71% | +10,932+36.4% | Added |
| ExodusPoint Capital Management, LP | 42,018 | $6.46M | 0.08% | −152,275−78.4% | Reduced |
| Carret Asset Management, LLC | 42,164 | $6.48M | 0.69% | −831−1.9% | Reduced |
| Boothbay Fund Management, LLC | 42,264 | $6.50M | 0.20% | −68,092−61.7% | Reduced |
| Lido Advisors, LLC | 42,419 | $6.52M | 0.03% | −50,336−54.3% | Reduced |
| Triasima Portfolio Management inc. | 42,449 | $6.53M | 1.19% | +5,341+14.4% | Added |
| Mizuho Securities USA LLC | 42,931 | $6.60M | 0.14% | +42,931 | New |
| Naviter Wealth, LLC | 43,021 | $6.61M | 0.81% | +4,922+12.9% | Added |
| Avantax Advisory Services, Inc. | 43,032 | $6.62M | 0.04% | +2,563+6.3% | Added |
| Peapack Gladstone Financial Corp | 43,225 | $6.64M | 0.09% | −1,338−3.0% | Reduced |
| Los Angeles Capital Management LLC | 43,403 | $6.67M | 0.02% | +748+1.8% | Added |
| Vestmark Advisory Solutions, Inc. | 43,740 | $6.72M | 0.10% | +25,118+134.9% | Added |
| CI Private Wealth, LLC | 43,901 | $6.75M | 0.01% | −1,300−2.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 44,309 | $6.81M | 0.34% | −8,597−16.2% | Reduced |
| Callahan Advisors, LLC | 44,398 | $6.83M | 0.61% | +1,675+3.9% | Added |
| MML Investors Services, LLC | 44,486 | $6.84M | 0.02% | +1,226+2.8% | Added |
| Verition Fund Management LLC | 45,447 | $6.99M | 0.04% | +3,365+8.0% | Added |
| Vident Advisory, LLC | 45,831 | $7.05M | 0.08% | +3,690+8.8% | Added |
| GeoWealth Management, LLC | 46,044 | $7.08M | 0.28% | −1,318−2.8% | Reduced |
| Windward Capital Management Co | 46,069 | $7.08M | 0.60% | −1,200−2.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 46,808 | $7.20M | 0.05% | +14,442+44.6% | Added |
| Quadrature Capital Ltd | 46,843 | $7.20M | 0.12% | +31,078+197.1% | Added |
| Pathstone Holdings, LLC | 47,016 | $7.23M | 0.03% | +698+1.5% | Added |
| Elo Mutual Pension Insurance Co | 48,254 | $7.42M | 0.15% | −4,496−8.5% | Reduced |
| US Bancorp | 48,348 | $7.43M | 0.01% | +3,421+7.6% | Added |
| Aptus Capital Advisors, LLC | 48,847 | $7.51M | 0.07% | +3,895+8.7% | Added |
| Atria Investments LLC | 48,918 | $7.52M | 0.09% | +10,326+26.8% | Added |
| Truist Financial Corp | 49,912 | $7.67M | 0.01% | +4,135+9.0% | Added |
| Warren Averett Asset Management, LLC | 50,689 | $7.79M | 0.09% | +1,061+2.1% | Added |
| Consolidated Planning Corp | 51,270 | $7.88M | 0.99% | +1,264+2.5% | Added |
| Tower Research Capital LLC (TRC) | 52,025 | $8.00M | 0.22% | +15,650+43.0% | Added |
| Allspring Global Investments Holdings, LLC | 52,915 | $8.02M | 0.01% | +790+1.5% | Added |
| Pensionfund DSM Netherlands | 52,753 | $8.11M | 5.47% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 53,206 | $8.18M | 0.10% | +19,258+56.7% | Added |
| Advisors Management Group Inc | 53,306 | $8.20M | 1.54% | −661−1.2% | Reduced |
| Pinnacle Associates Ltd | 53,385 | $8.21M | 0.12% | −2,092−3.8% | Reduced |
| Jump Financial, LLC | 53,513 | $8.23M | 0.10% | +42,436+383.1% | Added |
| Oregon Public Employees Retirement Fund | 53,650 | $8.25M | 0.15% | +1,300+2.5% | Added |
| WESPAC Advisors SoCal, LLC | 53,909 | $8.29M | 1.85% | +170.0% | Added |
| Jane Street Group, LLC | 54,732 | $8.41M | 0.01% | +54,732 | New |
| Kingdon Capital Management, L.L.C. | 55,000 | $8.46M | 1.63% | +55,000 | New |
| Harbour Trust & Investment Management Co | 55,102 | $8.47M | 0.94% | +683+1.3% | Added |
| Windle Wealth, LLC | 56,041 | $8.62M | 4.21% | −209−0.4% | Reduced |
| GDS Wealth Management | 56,064 | $8.62M | 0.63% | +14,170+33.8% | Added |
| Quantbot Technologies LP | 56,527 | $8.69M | 0.22% | +34,715+159.2% | Added |
| Entropy Technologies, LP | 56,798 | $8.73M | 0.69% | +40,839+255.9% | Added |
| Azimuth Capital Investment Management LLC | 57,094 | $8.78M | 0.33% | +840+1.5% | Added |
| U.S. Capital Wealth Advisors, LLC | 58,237 | $8.95M | 0.26% | −475−0.8% | Reduced |
| Longbow Finance SA | 58,895 | $9.05M | 0.97% | +58,895 | New |
| Agf Management Ltd | 60,835 | $9.35M | 0.04% | +391+0.6% | Added |
| Wealthfront Advisers LLC | 61,290 | $9.42M | 0.02% | +5,590+10.0% | Added |
| Norinchukin Bank, The | 61,328 | $9.43M | 0.14% | +3,924+6.8% | Added |
| ASR Vermogensbeheer N.V. | 61,695 | $9.48M | 0.12% | +14,683+31.2% | Added |
| Advisors Asset Management, Inc. | 63,494 | $9.76M | 0.17% | +5,684+9.8% | Added |
| LGT Group Foundation | 64,118 | $9.86M | 0.12% | −407−0.6% | Reduced |
| Oppenheimer Asset Management Inc. | 64,179 | $9.87M | 0.11% | +27,265+73.9% | Added |
| Avanza Fonder AB | 64,404 | $9.90M | 0.29% | +4,217+7.0% | Added |
| Pacer Advisors, Inc. | 65,870 | $10.1M | 0.03% | +17,390+35.9% | Added |
| Fred Alger Management, LLC | 66,893 | $10.3M | 0.05% | +716+1.1% | Added |
| Woodline Partners LP | 67,056 | $10.3M | 0.05% | +15,732+30.7% | Added |
| Mediolanum International Funds Ltd | 67,942 | $10.3M | 0.12% | +67,942 | New |
| OP Asset Management Ltd | 67,759 | $10.4M | 0.15% | +2,858+4.4% | Added |
| CWM Advisors, LLC | 68,748 | $10.6M | 1.15% | +9,686+16.4% | Added |
| Sarasin & Partners LLP | 69,559 | $10.7M | 0.11% | +3,795+5.8% | Added |
| Cubist Systematic Strategies, LLC | 70,321 | $10.8M | 0.12% | +70,321 | New |
| Federation des caisses Desjardins du Quebec | 70,520 | $10.8M | 0.05% | +48,100+214.5% | Added |
| Central Trust Co | 70,520 | $10.8M | 0.25% | −358−0.5% | Reduced |
| DuPont Capital Management Corp | 73,736 | $11.3M | 1.22% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 75,297 | $11.6M | 0.12% | −729−1.0% | Reduced |
| Trust Co of Toledo NA | 75,897 | $11.7M | 1.29% | −2,409−3.1% | Reduced |
| JustInvest LLC | 75,888 | $11.7M | 0.13% | +10,269+15.6% | Added |
| Westpac Banking Corp | 75,991 | $11.7M | 0.78% | −8,820−10.4% | Reduced |
| Advisor Group Holdings, Inc. | 76,869 | $11.8M | 0.02% | +12,146+18.8% | Added |
| Janney Montgomery Scott LLC | 77,186 | $11.9M | 0.03% | +1,705+2.3% | Added |