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 |
|---|---|---|---|---|---|
| Ci Investments Inc. | 222,004 | $34.1M | 0.13% | +698+0.3% | Added |
| Braun Stacey Associates Inc | 227,852 | $35.0M | 1.27% | −6,549−2.8% | Reduced |
| TD Asset Management Inc | 228,366 | $35.1M | 0.03% | +6,454+2.9% | Added |
| IFM Investors Pty Ltd | 230,367 | $35.4M | 0.34% | −10,675−4.4% | Reduced |
| Teacher Retirement System of Texas | 231,935 | $35.7M | 0.15% | −81,810−26.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 232,031 | $35.7M | 0.32% | +13,441+6.1% | Added |
| KLP Kapitalforvaltning AS | 233,846 | $35.9M | 0.16% | +20,700+9.7% | Added |
| Cerity Partners LLC | 234,918 | $36.1M | 0.06% | +6,334+2.8% | Added |
| Stifel Financial Corp | 235,999 | $36.3M | 0.04% | +26,929+12.9% | Added |
| CIBC World Markets Corp | 240,152 | $36.9M | 0.24% | −190.0% | Reduced |
| First Trust Advisors LP | 241,216 | $37.1M | 0.03% | +39,287+19.5% | Added |
| GEM Realty Capital | 246,231 | $37.9M | 3.64% | −342,223−58.2% | Reduced |
| Gillson Capital LP | 250,955 | $38.6M | 2.95% | +94,654+60.6% | Added |
| Natixis | 253,803 | $39.0M | 0.19% | +34,955+16.0% | Added |
| CIBC World Markets Inc. | 254,679 | $39.2M | 0.09% | +205,147+414.2% | Added |
| Nisa Investment Advisors, LLC | 263,923 | $40.6M | 0.18% | −16,106−5.8% | Reduced |
| Factory Mutual Insurance Co | 265,300 | $40.8M | 0.45% | 00.0% | Unchanged |
| Hazelview Securities Inc. | 274,848 | $41.7M | 7.39% | +16,279+6.3% | Added |
| FIL Ltd | 275,606 | $42.4M | 0.04% | −70,986−20.5% | Reduced |
| Royal London Asset Management Ltd | 287,769 | $44.2M | 0.10% | −5,206−1.8% | Reduced |
| LPL Financial LLC | 287,887 | $44.3M | 0.01% | +29,835+11.6% | Added |
| CORDA Investment Management, LLC. | 291,681 | $44.8M | 3.30% | −8,260−2.8% | Reduced |
| Virginia Retirement Systems Et Al | 295,660 | $45.5M | 0.31% | +19,000+6.9% | Added |
| APG Asset Management N.V. | 352,856 | $46.2M | 0.14% | +21,890+6.6% | Added |
| Handelsbanken Fonder AB | 303,290 | $46.6M | 0.17% | −21,162−6.5% | Reduced |
| Employees Retirement System of Texas | 305,591 | $47.0M | 0.38% | −7,916−2.5% | Reduced |
| Treasurer of the State of North Carolina | 306,059 | $47.0M | 0.15% | +23,940+8.5% | Added |
| Capital Research Global Investors | 306,310 | $47.1M | 0.01% | −263,690−46.3% | Reduced |
| Uniplan Investment Counsel, Inc. | 314,203 | $48.3M | 4.89% | −5,962−1.9% | Reduced |
| Van Eck Associates Corp | 318,733 | $49.0M | 0.06% | +18,131+6.0% | Added |
| Border to Coast Pensions Partnership Ltd | 325,000 | $50.0M | 0.92% | −25,000−7.1% | Reduced |
| Zurich Insurance Group Ltd | 326,167 | $50.1M | 0.39% | −296,413−47.6% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 329,814 | $50.7M | 0.15% | +8,295+2.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 335,783 | $51.6M | 0.10% | −84,480−20.1% | Reduced |
| Brookfield Asset Management Inc. | 340,696 | $52.4M | 0.06% | −30,621−8.2% | Reduced |
| Danske Bank A/S | 344,721 | $53.0M | 0.13% | +37,611+12.2% | Added |
| Bowen Hanes & Co Inc | 346,281 | $53.2M | 1.34% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 362,066 | $55.2M | 0.27% | −12,537−3.3% | Reduced |
| Worldquant Millennium Advisors LLC | 364,059 | $56.0M | 0.28% | +302,504+491.4% | Added |
| State of Wisconsin Investment Board | 370,321 | $56.9M | 0.14% | +5,729+1.6% | Added |
| Capital Group Private Client Services, Inc. | 371,027 | $57.0M | 0.49% | +1,784+0.5% | Added |
| Weiss Asset Management LP | 372,750 | $57.3M | 0.91% | +216,184+138.1% | Added |
| Acadian Asset Management LLC | 373,021 | $57.3M | 0.12% | −344,892−48.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 564,639 | $58.2M | 0.31% | +224,858+66.2% | Added |
| DekaBank Deutsche Girozentrale | 382,262 | $58.3M | 0.10% | +3,115+0.8% | Added |
| Toronto Dominion Bank | 380,724 | $58.5M | 0.13% | +78,243+25.9% | Added |
| Primecap Management Co | 386,509 | $59.4M | 0.05% | +347,009+878.5% | Added |
| State of Alaska, Department of Revenue | 390,532 | $60.0M | 0.64% | +15,169+4.0% | Added |
| Manufacturers Life Insurance Company, The | 399,799 | $61.5M | 0.05% | −7,576−1.9% | Reduced |
| Canada Pension Plan Investment Board | 399,941 | $61.5M | 0.05% | +303,278+313.7% | Added |
| Robeco Institutional Asset Management B.V. | 403,359 | $62.0M | 0.10% | +14,688+3.8% | Added |
| UniSuper Management Pty Ltd | 409,676 | $63.0M | 0.42% | +12,000+3.0% | Added |
| Candriam Luxembourg S.C.A. | 416,674 | $64.1M | 0.37% | +10,584+2.6% | Added |
| Renaissance Technologies LLC | 419,563 | $64.5M | 0.09% | −659,200−61.1% | Reduced |
| M.D. Sass Investors Services, Inc. | 424,588 | $65.3M | 5.25% | +2,588+0.6% | Added |
| Bank of Montreal | 425,613 | $65.4M | 0.03% | −89,604−17.4% | Reduced |
| AQR Capital Management LLC | 436,550 | $66.3M | 0.05% | +179,575+69.9% | Added |
| Victory Capital Management Inc | 442,332 | $68.0M | 0.04% | +88,554+25.0% | Added |
| Millennium Management LLC | 459,263 | $70.6M | 0.06% | +224,839+95.9% | Added |
| New York State Teachers Retirement System | 461,974 | $71.0M | 0.15% | +1,200+0.3% | Added |
| Franklin Resources Inc | 467,450 | $71.9M | 0.02% | +46,197+11.0% | Added |
| State of New Jersey Common Pension Fund D | 468,752 | $72.1M | 0.28% | +15,456+3.4% | Added |
| Artisan Partners Limited Partnership | 469,952 | $72.2M | 0.11% | +469,952 | New |
| Marshall Wace, LLP | 476,815 | $73.3M | 0.09% | −291,664−38.0% | Reduced |
| Aviva PLC | 484,946 | $74.6M | 0.15% | +50,075+11.5% | Added |
| Retirement Systems of Alabama | 486,921 | $74.9M | 0.27% | +15,570+3.3% | Added |
| Envestnet Asset Management Inc | 496,073 | $76.3M | 0.02% | +37,339+8.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 498,580 | $76.6M | 0.19% | −23,382−4.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 502,837 | $77.3M | 0.18% | −1,085−0.2% | Reduced |
| Capital International Inc | 528,094 | $81.2M | 0.79% | +124,288+30.8% | Added |
| BNP Paribas Arbitrage, SA | 531,578 | $81.7M | 0.06% | −650,896−55.0% | Reduced |
| AXA S.A. | 535,170 | $82.3M | 0.24% | +72,276+15.6% | Added |
| Storebrand Asset Management AS | 557,687 | $85.7M | 0.25% | +69,670+14.3% | Added |
| Janus Henderson Group PLC | 568,222 | $87.3M | 0.04% | −42,280−6.9% | Reduced |
| Adage Capital Partners GP, L.L.C. | 569,006 | $87.5M | 0.15% | +63,400+12.5% | Added |
| Congress Asset Management Co | 578,845 | $89.0M | 0.61% | +578,845 | New |
| State Board of Administration of Florida Retirement System | 593,712 | $91.3M | 0.16% | +13,415+2.3% | Added |
| National Bank of Canada | 644,568 | $99.1M | 0.11% | −50,321−7.2% | Reduced |
| Natixis Advisors, L.P. | 653,387 | $100.4M | 0.16% | +227,393+53.4% | Added |
| Swedbank AB | 666,219 | $102.4M | 0.12% | +666,219 | New |
| Susquehanna International Group, LLP | 689,880 | $106.1M | 0.16% | +521,746+310.3% | Added |
| HRT Financial LP | 712,929 | $109.6M | 0.48% | +546,225+327.7% | Added |
| Korea Investment CORP | 757,405 | $116.4M | 0.26% | +69,725+10.1% | Added |
| Royal Bank of Canada | 760,584 | $116.9M | 0.02% | −23,628−3.0% | Reduced |
| STRS Ohio | 769,418 | $118.3M | 0.44% | −3,723−0.5% | Reduced |
| Allianz Asset Management GmbH | 771,298 | $118.6M | 0.16% | +94,142+13.9% | Added |
| Raymond James Financial Inc | 774,904 | $119.1M | 0.04% | +51,976+7.2% | Added |
| Neuberger Berman Group LLC | 778,419 | $119.7M | 0.09% | +102,147+15.1% | Added |
| New York State Common Retirement Fund | 794,065 | $122.1M | 0.16% | +31,800+4.2% | Added |
| Citigroup Inc | 831,543 | $127.8M | 0.09% | −13,266−1.6% | Reduced |
| Actiam N.V. | 837,165 | $128.7M | 1.65% | +178,402+27.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 838,668 | $128.9M | 0.32% | +147,883+21.4% | Added |
| KBC Group NV | 848,919 | $130.5M | 0.35% | +406,389+91.8% | Added |
| Pictet Asset Management Holding SA | 898,706 | $138.2M | 0.14% | −108,213−10.7% | Reduced |
| Citadel Advisors LLC | 966,370 | $148.6M | 0.13% | +221,263+29.7% | Added |
| Adelante Capital Management LLC | 981,590 | $150.9M | 11.62% | +17,860+1.9% | Added |
| Heitman Real Estate Securities LLC | 1,010,293 | $155.3M | 11.01% | −69,918−6.5% | Reduced |
| California State Teachers Retirement System | 1,018,677 | $156.6M | 0.17% | +46,650+4.8% | Added |
| American Century Companies Inc | 1,065,768 | $163.8M | 0.09% | −57,994−5.2% | Reduced |
| D. E. Shaw & Co., Inc. | 1,068,586 | $164.3M | 0.16% | +196,141+22.5% | Added |