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 |
|---|---|---|---|---|---|
| Castle Hook Partners LP | 1,103,885 | $169.7M | 2.50% | +165,711+17.7% | Added |
| Public Employees Retirement System of Ohio | 1,152,310 | $177.1M | 0.60% | +42,495+3.8% | Added |
| Asset Management One Co.,Ltd. | 1,203,786 | $185.1M | 0.58% | +12,370+1.0% | Added |
| Bamco Inc | 1,228,446 | $188.8M | 0.51% | −93,801−7.1% | Reduced |
| Balyasny Asset Management LLC | 1,241,145 | $190.8M | 0.43% | +877,725+241.5% | Added |
| Zimmer Partners, LP | 1,247,745 | $191.8M | 4.39% | −609,103−32.8% | Reduced |
| Nomura Asset Management Co Ltd | 1,261,839 | $194.0M | 0.53% | +77,941+6.6% | Added |
| Wells Fargo & Company | 1,271,511 | $195.5M | 0.04% | +227,714+21.8% | Added |
| Aew Capital Management L P | 1,283,280 | $197.3M | 10.38% | −92,588−6.7% | Reduced |
| Alliancebernstein L.P. | 1,290,141 | $198.3M | 0.06% | +26,924+2.1% | Added |
| Rhumbline Advisers | 1,300,515 | $199.9M | 0.17% | −2060.0% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,412,431 | $217.1M | 0.39% | −31,316−2.2% | Reduced |
| Lasalle Investment Management Securities LLC | 1,422,499 | $218.7M | 8.95% | +121,884+9.4% | Added |
| Great West Life Assurance Co | 1,477,832 | $227.2M | 0.36% | +72,470+5.2% | Added |
| APG Asset Management US Inc. | 1,521,684 | $230.7M | 1.73% | +100,858+7.1% | Added |
| Schroder Investment Management Group | 1,530,884 | $235.3M | 0.20% | +174,579+12.9% | Added |
| Standard Life Aberdeen plc | 1,579,011 | $239.4M | 0.41% | +81,540+5.4% | Added |
| Nordea Investment Management AB | 1,602,490 | $242.6M | 0.23% | +70,574+4.6% | Added |
| Capital World Investors | 1,589,496 | $244.4M | 0.04% | +1,589,496 | New |
| Barclays PLC | 1,619,105 | $248.9M | 0.10% | +26,406+1.7% | Added |
| Voya Investment Management LLC | 1,644,953 | $252.1M | 0.25% | −128,994−7.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,655,153 | $254.4M | 0.20% | +136,044+9.0% | Added |
| National Pension Service | 1,657,399 | $254.8M | 0.22% | +125,576+8.2% | Added |
| California Public Employees Retirement System | 1,749,978 | $269.0M | 0.17% | −82,243−4.5% | Reduced |
| Macquarie Group Ltd | 1,754,158 | $269.7M | 0.33% | −65,808−3.6% | Reduced |
| Swiss National Bank | 1,962,900 | $301.8M | 0.18% | +206,600+11.8% | Added |
| UBS Group AG | 2,095,044 | $322.1M | 0.07% | −661,116−24.0% | Reduced |
| HSBC Holdings PLC | 2,109,005 | $323.6M | 0.21% | −189,267−8.2% | Reduced |
| Qube Research & Technologies Ltd | 2,465,874 | $379.1M | 0.53% | +1,098,166+80.3% | Added |
| Duff & Phelps Investment Management Co | 2,509,637 | $385.8M | 4.53% | +32,891+1.3% | Added |
| SEI Investments Co | 2,524,323 | $388.1M | 0.45% | −48,786−1.9% | Reduced |
| PGGM Investments | 2,662,087 | $409.2M | 7.10% | +20,616+0.8% | Added |
| Prudential Financial Inc | 2,774,330 | $426.5M | 0.55% | +268,729+10.7% | Added |
| Ameriprise Financial Inc | 2,858,277 | $434.6M | 0.11% | +209,720+7.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,270,331 | $502.7M | 0.31% | +162,508+5.2% | Added |
| Cbre Clarion Securities LLC | 3,271,471 | $502.9M | 7.63% | +258,224+8.6% | Added |
| Russell Investments Group, Ltd. | 3,385,227 | $520.3M | 0.66% | −108,839−3.1% | Reduced |
| Amundi | 4,064,420 | $612.5M | 0.21% | +266,292+7.0% | Added |
| Bank of New York Mellon Corp | 4,015,959 | $617.4M | 0.12% | +125,838+3.2% | Added |
| Deutsche Bank AG | 4,699,009 | $722.4M | 0.27% | −422,279−8.2% | Reduced |
| Centersquare Investment Management LLC | 4,998,210 | $768.4M | 7.97% | +35,964+0.7% | Added |
| Resolution Capital Ltd | 5,084,628 | $781.7M | 15.50% | +177,849+3.6% | Added |
| Nuveen, LLC | 5,122,386 | $787.5M | 0.22% | +147,491+3.0% | Added |
| Daiwa Securities Group Inc. | 5,351,531 | $822.7M | 3.04% | −89,722−1.6% | Reduced |
| Goldman Sachs Group Inc | 6,130,834 | $942.5M | 0.15% | +1,401,913+29.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,416,565 | $986.4M | 1.02% | +85,751+1.4% | Added |
| Dimensional Fund Advisors LP | 7,197,606 | $1.11B | 0.26% | −50,876−0.7% | Reduced |
| Invesco Ltd. | 7,295,596 | $1.12B | 0.19% | +207,964+2.9% | Added |
| Legal & General Group Plc | 7,297,309 | $1.12B | 0.28% | +285,205+4.1% | Added |
| Charles Schwab Investment Management Inc | 7,329,291 | $1.13B | 0.19% | +372,697+5.4% | Added |
| JPMorgan Chase & Co | 7,898,391 | $1.21B | 0.08% | +149,724+1.9% | Added |
| Morgan Stanley | 8,812,695 | $1.35B | 0.09% | −369,983−4.0% | Reduced |
| Northern Trust Corp | 8,823,187 | $1.36B | 0.19% | +355,966+4.2% | Added |
| UBS Asset Management Americas Inc | 9,693,143 | $1.49B | 0.30% | +1,528,303+18.7% | Added |
| Principal Financial Group Inc | 10,433,664 | $1.60B | 0.85% | −1,028,752−9.0% | Reduced |
| Price T Rowe Associates Inc | 12,161,079 | $1.87B | 0.21% | +3,237,227+36.3% | Added |
| Geode Capital Management, LLC | 15,012,454 | $2.30B | 0.16% | +723,887+5.1% | Added |
| FMR LLC | 18,323,524 | $2.82B | 0.16% | +785,538+4.5% | Added |
| Bank of America Corp | 19,011,127 | $2.92B | 0.24% | −1,362,377−6.7% | Reduced |
| Wellington Management Group LLP | 20,168,974 | $3.10B | 0.56% | −1,120,710−5.3% | Reduced |
| Norges Bank | 31,897,184 | $4.90B | 0.61% | +595,469+1.9% | Added |
| Cohen & Steers, Inc. | 35,174,884 | $5.41B | 9.91% | −644,334−1.8% | Reduced |
| State Street Corp | 39,616,289 | $6.09B | 0.23% | +1,740,196+4.6% | Added |
| Capital International Investors | 44,673,321 | $6.87B | 1.18% | +2,079,445+4.9% | Added |
| BlackRock, Inc. | 66,550,890 | $10.2B | 0.20% | +934,466+1.4% | Added |
| Vanguard Group Inc | 85,786,487 | $13.2B | 0.21% | −6,603,846−7.1% | Reduced |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −205,000−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −167,813−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −151,771−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −132,857−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −119,054−100.0% | Sold out |
| Beck Bode, LLC | 0 | $0 | 0.00% | −98,523−100.0% | Sold out |
| Mirae Asset Global ETFs Holdings Ltd. | 0 | $0 | 0.00% | −87,406−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −55,517−100.0% | Sold out |
| FFG Partners, LLC | 0 | $0 | 0.00% | −44,225−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −25,237−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −25,198−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −23,315−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −23,026−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −20,802−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −15,281−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −13,488−100.0% | Sold out |
| GAM Holding AG | 0 | $0 | 0.00% | −11,136−100.0% | Sold out |
| Financial Counselors Inc | 0 | $0 | 0.00% | −10,152−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −9,715−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −8,917−100.0% | Sold out |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −8,822−100.0% | Sold out |
| Tradewinds, LLC. | 0 | $0 | 0.00% | −8,575−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −3,824−100.0% | Sold out |
| Greenup Street Wealth Management LLC | 0 | $0 | 0.00% | −3,366−100.0% | Sold out |
| Sustainable Insight Capital Management, LLC | 0 | $0 | 0.00% | −3,122−100.0% | Sold out |
| Legacy Financial Advisors, Inc. | 0 | $0 | 0.00% | −2,967−100.0% | Sold out |
| Retireful, LLC | 0 | $0 | 0.00% | −2,498−100.0% | Sold out |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −2,319−100.0% | Sold out |
| Titleist Asset Management, LLC | 0 | $0 | 0.00% | −2,307−100.0% | Sold out |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −2,023−100.0% | Sold out |
| Warwick Investment Management, Inc. | 0 | $0 | 0.00% | −2,005−100.0% | Sold out |
| Banco BTG Pactual S.A. | 0 | $0 | 0.00% | −1,869−100.0% | Sold out |
| Legacy Advisors, LLC | 0 | $0 | 0.00% | −1,844−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −1,837−100.0% | Sold out |