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 |
|---|---|---|---|---|---|
| Retirement Systems of Alabama | 486,921 | $74.9M | 0.27% | +15,570+3.3% | Added |
| Aviva PLC | 484,946 | $74.6M | 0.15% | +50,075+11.5% | Added |
| Marshall Wace, LLP | 476,815 | $73.3M | 0.09% | −291,664−38.0% | Reduced |
| Artisan Partners Limited Partnership | 469,952 | $72.2M | 0.11% | +469,952 | New |
| State of New Jersey Common Pension Fund D | 468,752 | $72.1M | 0.28% | +15,456+3.4% | Added |
| Franklin Resources Inc | 467,450 | $71.9M | 0.02% | +46,197+11.0% | Added |
| New York State Teachers Retirement System | 461,974 | $71.0M | 0.15% | +1,200+0.3% | Added |
| Millennium Management LLC | 459,263 | $70.6M | 0.06% | +224,839+95.9% | Added |
| Victory Capital Management Inc | 442,332 | $68.0M | 0.04% | +88,554+25.0% | Added |
| AQR Capital Management LLC | 436,550 | $66.3M | 0.05% | +179,575+69.9% | Added |
| Bank of Montreal | 425,613 | $65.4M | 0.03% | −89,604−17.4% | Reduced |
| M.D. Sass Investors Services, Inc. | 424,588 | $65.3M | 5.25% | +2,588+0.6% | Added |
| Renaissance Technologies LLC | 419,563 | $64.5M | 0.09% | −659,200−61.1% | Reduced |
| Candriam Luxembourg S.C.A. | 416,674 | $64.1M | 0.37% | +10,584+2.6% | Added |
| UniSuper Management Pty Ltd | 409,676 | $63.0M | 0.42% | +12,000+3.0% | Added |
| Robeco Institutional Asset Management B.V. | 403,359 | $62.0M | 0.10% | +14,688+3.8% | Added |
| Canada Pension Plan Investment Board | 399,941 | $61.5M | 0.05% | +303,278+313.7% | Added |
| Manufacturers Life Insurance Company, The | 399,799 | $61.5M | 0.05% | −7,576−1.9% | Reduced |
| State of Alaska, Department of Revenue | 390,532 | $60.0M | 0.64% | +15,169+4.0% | Added |
| Primecap Management Co | 386,509 | $59.4M | 0.05% | +347,009+878.5% | Added |
| Toronto Dominion Bank | 380,724 | $58.5M | 0.13% | +78,243+25.9% | Added |
| DekaBank Deutsche Girozentrale | 382,262 | $58.3M | 0.10% | +3,115+0.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 564,639 | $58.2M | 0.31% | +224,858+66.2% | Added |
| Acadian Asset Management LLC | 373,021 | $57.3M | 0.12% | −344,892−48.0% | Reduced |
| Weiss Asset Management LP | 372,750 | $57.3M | 0.91% | +216,184+138.1% | Added |
| Capital Group Private Client Services, Inc. | 371,027 | $57.0M | 0.49% | +1,784+0.5% | Added |
| State of Wisconsin Investment Board | 370,321 | $56.9M | 0.14% | +5,729+1.6% | Added |
| Worldquant Millennium Advisors LLC | 364,059 | $56.0M | 0.28% | +302,504+491.4% | Added |
| Resona Asset Management Co.,Ltd. | 362,066 | $55.2M | 0.27% | −12,537−3.3% | Reduced |
| Bowen Hanes & Co Inc | 346,281 | $53.2M | 1.34% | 00.0% | Unchanged |
| Danske Bank A/S | 344,721 | $53.0M | 0.13% | +37,611+12.2% | Added |
| Brookfield Asset Management Inc. | 340,696 | $52.4M | 0.06% | −30,621−8.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 335,783 | $51.6M | 0.10% | −84,480−20.1% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 329,814 | $50.7M | 0.15% | +8,295+2.6% | Added |
| Zurich Insurance Group Ltd | 326,167 | $50.1M | 0.39% | −296,413−47.6% | Reduced |
| Border to Coast Pensions Partnership Ltd | 325,000 | $50.0M | 0.92% | −25,000−7.1% | Reduced |
| Van Eck Associates Corp | 318,733 | $49.0M | 0.06% | +18,131+6.0% | Added |
| Uniplan Investment Counsel, Inc. | 314,203 | $48.3M | 4.89% | −5,962−1.9% | Reduced |
| Capital Research Global Investors | 306,310 | $47.1M | 0.01% | −263,690−46.3% | Reduced |
| Treasurer of the State of North Carolina | 306,059 | $47.0M | 0.15% | +23,940+8.5% | Added |
| Employees Retirement System of Texas | 305,591 | $47.0M | 0.38% | −7,916−2.5% | Reduced |
| Handelsbanken Fonder AB | 303,290 | $46.6M | 0.17% | −21,162−6.5% | Reduced |
| APG Asset Management N.V. | 352,856 | $46.2M | 0.14% | +21,890+6.6% | Added |
| Virginia Retirement Systems Et Al | 295,660 | $45.5M | 0.31% | +19,000+6.9% | Added |
| CORDA Investment Management, LLC. | 291,681 | $44.8M | 3.30% | −8,260−2.8% | Reduced |
| LPL Financial LLC | 287,887 | $44.3M | 0.01% | +29,835+11.6% | Added |
| Royal London Asset Management Ltd | 287,769 | $44.2M | 0.10% | −5,206−1.8% | Reduced |
| FIL Ltd | 275,606 | $42.4M | 0.04% | −70,986−20.5% | Reduced |
| Hazelview Securities Inc. | 274,848 | $41.7M | 7.39% | +16,279+6.3% | Added |
| Factory Mutual Insurance Co | 265,300 | $40.8M | 0.45% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 263,923 | $40.6M | 0.18% | −16,106−5.8% | Reduced |
| CIBC World Markets Inc. | 254,679 | $39.2M | 0.09% | +205,147+414.2% | Added |
| Natixis | 253,803 | $39.0M | 0.19% | +34,955+16.0% | Added |
| Gillson Capital LP | 250,955 | $38.6M | 2.95% | +94,654+60.6% | Added |
| GEM Realty Capital | 246,231 | $37.9M | 3.64% | −342,223−58.2% | Reduced |
| First Trust Advisors LP | 241,216 | $37.1M | 0.03% | +39,287+19.5% | Added |
| CIBC World Markets Corp | 240,152 | $36.9M | 0.24% | −190.0% | Reduced |
| Stifel Financial Corp | 235,999 | $36.3M | 0.04% | +26,929+12.9% | Added |
| Cerity Partners LLC | 234,918 | $36.1M | 0.06% | +6,334+2.8% | Added |
| KLP Kapitalforvaltning AS | 233,846 | $35.9M | 0.16% | +20,700+9.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 232,031 | $35.7M | 0.32% | +13,441+6.1% | Added |
| Teacher Retirement System of Texas | 231,935 | $35.7M | 0.15% | −81,810−26.1% | Reduced |
| IFM Investors Pty Ltd | 230,367 | $35.4M | 0.34% | −10,675−4.4% | Reduced |
| TD Asset Management Inc | 228,366 | $35.1M | 0.03% | +6,454+2.9% | Added |
| Braun Stacey Associates Inc | 227,852 | $35.0M | 1.27% | −6,549−2.8% | Reduced |
| Ci Investments Inc. | 222,004 | $34.1M | 0.13% | +698+0.3% | Added |
| NewEdge Wealth, LLC | 200,451 | $34.0M | 0.53% | +16,139+8.8% | Added |
| The PNC Financial Services Group, Inc. | 218,060 | $33.5M | 0.02% | −1,400−0.6% | Reduced |
| 1832 Asset Management L.P. | 213,230 | $32.8M | 0.06% | −207,157−49.3% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 203,235 | $31.2M | 0.18% | +1,732+0.9% | Added |
| Umb Bank N A | 202,899 | $31.2M | 0.49% | −19,796−8.9% | Reduced |
| Toroso Investments, LLC | 200,891 | $30.9M | 0.20% | +20,549+11.4% | Added |
| Forsta Ap-Fonden | 199,300 | $30.6M | 0.20% | +8,700+4.6% | Added |
| Federated Hermes, Inc. | 196,453 | $30.2M | 0.06% | +129,521+193.5% | Added |
| State of Tennessee, Treasury Department | 194,602 | $29.9M | 0.11% | −20,796−9.7% | Reduced |
| Groupama Asset Managment | 179,070 | $29.8M | 0.49% | +163,969+1,085.8% | Added |
| EP Wealth Advisors, LLC | 192,007 | $29.5M | 0.19% | +10,864+6.0% | Added |
| Arizona State Retirement System | 189,559 | $29.1M | 0.17% | +6,817+3.7% | Added |
| Sanctuary Advisors, LLC | 185,329 | $28.5M | 0.18% | +16,689+9.9% | Added |
| Creative Planning | 180,225 | $27.7M | 0.02% | +2,043+1.1% | Added |
| Ensign Peak Advisors, Inc | 179,450 | $27.6M | 0.05% | +13,420+8.1% | Added |
| Erste Asset Management GmbH | 179,150 | $27.3M | 0.23% | +93,415+109.0% | Added |
| MetLife Investment Management | 176,485 | $27.1M | 0.16% | +720+0.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 174,859 | $26.9M | 0.09% | +12,827+7.9% | Added |
| Nissay Asset Management Corp | 174,382 | $26.8M | 0.16% | +10,192+6.2% | Added |
| Brevan Howard Capital Management LP | 169,844 | $26.1M | 0.29% | +122,113+255.8% | Added |
| State of Michigan Retirement System | 168,909 | $26.0M | 0.13% | +3,600+2.2% | Added |
| B&I Capital AG | 152,790 | $23.5M | 7.99% | −4,800−3.0% | Reduced |
| Congress Wealth Management LLC | 152,746 | $23.5M | 0.23% | +150,687+7,318.5% | Added |
| Prudential PLC | 152,492 | $23.4M | 0.14% | +36,985+32.0% | Added |
| Czech National Bank | 151,856 | $23.3M | 0.18% | +11,923+8.5% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 148,339 | $22.8M | 0.21% | +25,200+20.5% | Added |
| WCM Investment Management, LLC | 148,115 | $22.5M | 0.05% | +148,115 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 139,772 | $21.5M | 0.21% | +76,729+121.7% | Added |
| WestEnd Advisors, LLC | 137,866 | $21.2M | 0.53% | −24,580−15.1% | Reduced |
| Waratah Capital Advisors Ltd. | 135,788 | $20.9M | 1.42% | +135,788 | New |
| DnB Asset Management AS | 135,550 | $20.8M | 0.09% | +5,859+4.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 135,853 | $20.8M | 0.03% | +4,350+3.3% | Added |
| Metis Global Partners, LLC | 133,964 | $20.6M | 0.53% | +26,318+24.4% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 133,947 | $20.6M | 0.09% | +5,574+4.3% | Added |