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 |
|---|---|---|---|---|---|
| NEOS Investment Management LLC | 78,041 | $12.0M | 0.15% | +26,135+50.4% | Added |
| Rafferty Asset Management, LLC | 78,732 | $12.1M | 0.04% | +12,306+18.5% | Added |
| M&T Bank Corp | 80,227 | $12.3M | 0.04% | +302+0.4% | Added |
| Venture Visionary Partners LLC | 80,572 | $12.4M | 0.47% | −5,041−5.9% | Reduced |
| Captrust Financial Advisors | 81,170 | $12.5M | 0.03% | −907−1.1% | Reduced |
| Quantinno Capital Management LP | 81,269 | $12.5M | 0.05% | +20,097+32.9% | Added |
| Tredje AP-fonden | 81,421 | $12.5M | 0.10% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 81,819 | $12.6M | 0.34% | −39,346−32.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 83,920 | $12.9M | 0.09% | +9,805+13.2% | Added |
| Fifth Third Bancorp | 84,905 | $13.1M | 0.05% | +4,445+5.5% | Added |
| Northwestern Mutual Wealth Management Co | 84,911 | $13.1M | 0.01% | +45,555+115.8% | Added |
| CIBC Asset Management Inc | 86,116 | $13.2M | 0.04% | −7,506−8.0% | Reduced |
| Mackenzie Financial Corp | 86,889 | $13.4M | 0.02% | −54,393−38.5% | Reduced |
| Public Employees Retirement Association of Colorado | 87,073 | $13.4M | 0.05% | +2,839+3.4% | Added |
| TCW Group Inc | 87,347 | $13.4M | 0.11% | −7,653−8.1% | Reduced |
| QRG Capital Management, Inc. | 87,813 | $13.5M | 0.12% | +4,599+5.5% | Added |
| DLD Asset Management, LP | 87,950 | $13.5M | 1.60% | +87,950 | New |
| Chilton Capital Management LLC | 88,696 | $13.6M | 0.50% | −22,722−20.4% | Reduced |
| Appleton Partners Inc | 89,430 | $13.7M | 0.97% | +7,800+9.6% | Added |
| HighTower Advisors, LLC | 90,007 | $13.8M | 0.02% | −1,977−2.1% | Reduced |
| Commonwealth Equity Services, LLC | 92,095 | $14.2M | 0.02% | +1,879+2.1% | Added |
| Keybank National Association | 92,615 | $14.2M | 0.05% | −2,756−2.9% | Reduced |
| New York Life Investment Management LLC | 93,347 | $14.4M | 0.13% | +3,134+3.5% | Added |
| GSI Capital Advisors LLC | 93,677 | $14.4M | 7.71% | +12,241+15.0% | Added |
| Mariner, LLC | 93,970 | $14.4M | 0.02% | +8,297+9.7% | Added |
| Intech Investment Management LLC | 95,415 | $14.7M | 0.14% | −53,782−36.0% | Reduced |
| Rockefeller Capital Management L.P. | 95,521 | $14.7M | 0.03% | +19,546+25.7% | Added |
| Bank of Nova Scotia | 96,728 | $14.9M | 0.03% | +25,298+35.4% | Added |
| Connors Investor Services Inc | 98,629 | $15.2M | 1.34% | +929+1.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 99,421 | $15.3M | 0.14% | +9,699+10.8% | Added |
| Gotham Asset Management, LLC | 99,520 | $15.3M | 0.09% | +28,005+39.2% | Added |
| Squarepoint Ops LLC | 99,572 | $15.3M | 0.03% | +27,877+38.9% | Added |
| Nearwater Capital Markets, Ltd | 100,000 | $15.4M | 0.25% | −20,000−16.7% | Reduced |
| New Age Alpha Advisors, LLC | 100,173 | $15.4M | 0.68% | +12,624+14.4% | Added |
| Ethic Inc. | 101,657 | $15.5M | 0.28% | +4,563+4.7% | Added |
| British Columbia Investment Management Corp | 102,022 | $15.7M | 0.09% | −17,062−14.3% | Reduced |
| Jones Financial Companies LLLP | 103,747 | $15.8M | 0.01% | +22,459+27.6% | Added |
| Cetera Investment Advisers | 102,884 | $15.8M | 0.03% | +4,640+4.7% | Added |
| Danica Pension, Livsforsikringsaktieselskab | 103,609 | $15.9M | 0.27% | +36,749+55.0% | Added |
| Utah Retirement Systems | 103,637 | $15.9M | 0.17% | +1,434+1.4% | Added |
| Groupe la Francaise | 106,338 | $16.3M | 0.27% | +30,430+40.1% | Added |
| Kovitz Investment Group Partners, LLC | 106,218 | $16.3M | 0.07% | +106,218 | New |
| Yousif Capital Management, LLC | 106,520 | $16.4M | 0.18% | +2,240+2.1% | Added |
| Xponance, Inc. | 106,838 | $16.4M | 0.14% | +11,975+12.6% | Added |
| Swiss Life Asset Management Ltd | 109,413 | $16.8M | 0.10% | +544+0.5% | Added |
| Waterfront Capital Partners, LLC | 110,736 | $17.0M | 4.23% | −14,264−11.4% | Reduced |
| USS Investment Management Ltd | 111,525 | $17.1M | 0.11% | −115−0.1% | Reduced |
| Vestcor Inc | 112,154 | $17.2M | 0.52% | −6,457−5.4% | Reduced |
| Assetmark, Inc | 114,682 | $17.6M | 0.04% | +6,652+6.2% | Added |
| Kempen Capital Management N.V. | 115,517 | $17.8M | 0.17% | −2,269−1.9% | Reduced |
| Knights of Columbus Asset Advisors LLC | 115,569 | $17.8M | 1.08% | +5,636+5.1% | Added |
| Calamos Advisors LLC | 118,271 | $18.2M | 0.08% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 119,860 | $18.4M | 0.15% | −4,003−3.2% | Reduced |
| Mercer Global Advisors Inc | 121,156 | $18.6M | 0.04% | −5,328−4.2% | Reduced |
| Banco Santander, S.A. | 122,133 | $18.8M | 0.18% | +113,028+1,241.4% | Added |
| Thrivent Financial for Lutherans | 122,418 | $18.8M | 0.04% | −984−0.8% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 122,612 | $18.8M | 0.53% | +906+0.7% | Added |
| Amalgamated Bank | 122,674 | $18.9M | 0.15% | +3,978+3.4% | Added |
| Tiaa Trust, National Association | 124,053 | $19.1M | 0.05% | +10.0% | Added |
| Varma Mutual Pension Insurance Co | 125,976 | $19.4M | 0.14% | +8,200+7.0% | Added |
| Public Sector Pension Investment Board | 127,851 | $19.7M | 0.08% | −35,051−21.5% | Reduced |
| ProShare Advisors LLC | 128,157 | $19.7M | 0.04% | +11,638+10.0% | Added |
| Guggenheim Capital LLC | 131,116 | $20.2M | 0.16% | +24,516+23.0% | Added |
| Point72 Asset Management, L.P. | 131,266 | $20.2M | 0.05% | −15,757−10.7% | Reduced |
| Easterly Investment Partners LLC | 131,796 | $20.3M | 1.45% | +131,796 | New |
| Vert Asset Management LLC | 133,425 | $20.5M | 7.47% | −6,061−4.3% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 133,947 | $20.6M | 0.09% | +5,574+4.3% | Added |
| Metis Global Partners, LLC | 133,964 | $20.6M | 0.53% | +26,318+24.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 135,853 | $20.8M | 0.03% | +4,350+3.3% | Added |
| DnB Asset Management AS | 135,550 | $20.8M | 0.09% | +5,859+4.5% | Added |
| Waratah Capital Advisors Ltd. | 135,788 | $20.9M | 1.42% | +135,788 | New |
| WestEnd Advisors, LLC | 137,866 | $21.2M | 0.53% | −24,580−15.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 139,772 | $21.5M | 0.21% | +76,729+121.7% | Added |
| WCM Investment Management, LLC | 148,115 | $22.5M | 0.05% | +148,115 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 148,339 | $22.8M | 0.21% | +25,200+20.5% | Added |
| Czech National Bank | 151,856 | $23.3M | 0.18% | +11,923+8.5% | Added |
| Prudential PLC | 152,492 | $23.4M | 0.14% | +36,985+32.0% | Added |
| Congress Wealth Management LLC | 152,746 | $23.5M | 0.23% | +150,687+7,318.5% | Added |
| B&I Capital AG | 152,790 | $23.5M | 7.99% | −4,800−3.0% | Reduced |
| State of Michigan Retirement System | 168,909 | $26.0M | 0.13% | +3,600+2.2% | Added |
| Brevan Howard Capital Management LP | 169,844 | $26.1M | 0.29% | +122,113+255.8% | Added |
| Nissay Asset Management Corp | 174,382 | $26.8M | 0.16% | +10,192+6.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 174,859 | $26.9M | 0.09% | +12,827+7.9% | Added |
| MetLife Investment Management | 176,485 | $27.1M | 0.16% | +720+0.4% | Added |
| Erste Asset Management GmbH | 179,150 | $27.3M | 0.23% | +93,415+109.0% | Added |
| Ensign Peak Advisors, Inc | 179,450 | $27.6M | 0.05% | +13,420+8.1% | Added |
| Creative Planning | 180,225 | $27.7M | 0.02% | +2,043+1.1% | Added |
| Sanctuary Advisors, LLC | 185,329 | $28.5M | 0.18% | +16,689+9.9% | Added |
| Arizona State Retirement System | 189,559 | $29.1M | 0.17% | +6,817+3.7% | Added |
| EP Wealth Advisors, LLC | 192,007 | $29.5M | 0.19% | +10,864+6.0% | Added |
| Groupama Asset Managment | 179,070 | $29.8M | 0.49% | +163,969+1,085.8% | Added |
| State of Tennessee, Treasury Department | 194,602 | $29.9M | 0.11% | −20,796−9.7% | Reduced |
| Federated Hermes, Inc. | 196,453 | $30.2M | 0.06% | +129,521+193.5% | Added |
| Forsta Ap-Fonden | 199,300 | $30.6M | 0.20% | +8,700+4.6% | Added |
| Toroso Investments, LLC | 200,891 | $30.9M | 0.20% | +20,549+11.4% | Added |
| Umb Bank N A | 202,899 | $31.2M | 0.49% | −19,796−8.9% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 203,235 | $31.2M | 0.18% | +1,732+0.9% | Added |
| 1832 Asset Management L.P. | 213,230 | $32.8M | 0.06% | −207,157−49.3% | Reduced |
| The PNC Financial Services Group, Inc. | 218,060 | $33.5M | 0.02% | −1,400−0.6% | Reduced |
| NewEdge Wealth, LLC | 200,451 | $34.0M | 0.53% | +16,139+8.8% | Added |