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 |
|---|---|---|---|---|---|
| Vert Asset Management LLC | 133,425 | $20.5M | 7.47% | −6,061−4.3% | Reduced |
| Easterly Investment Partners LLC | 131,796 | $20.3M | 1.45% | +131,796 | New |
| Point72 Asset Management, L.P. | 131,266 | $20.2M | 0.05% | −15,757−10.7% | Reduced |
| Guggenheim Capital LLC | 131,116 | $20.2M | 0.16% | +24,516+23.0% | Added |
| ProShare Advisors LLC | 128,157 | $19.7M | 0.04% | +11,638+10.0% | Added |
| Public Sector Pension Investment Board | 127,851 | $19.7M | 0.08% | −35,051−21.5% | Reduced |
| Varma Mutual Pension Insurance Co | 125,976 | $19.4M | 0.14% | +8,200+7.0% | Added |
| Tiaa Trust, National Association | 124,053 | $19.1M | 0.05% | +10.0% | Added |
| Amalgamated Bank | 122,674 | $18.9M | 0.15% | +3,978+3.4% | Added |
| Oversea-Chinese Banking CORP Ltd | 122,612 | $18.8M | 0.53% | +906+0.7% | Added |
| Thrivent Financial for Lutherans | 122,418 | $18.8M | 0.04% | −984−0.8% | Reduced |
| Banco Santander, S.A. | 122,133 | $18.8M | 0.18% | +113,028+1,241.4% | Added |
| Mercer Global Advisors Inc | 121,156 | $18.6M | 0.04% | −5,328−4.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 119,860 | $18.4M | 0.15% | −4,003−3.2% | Reduced |
| Calamos Advisors LLC | 118,271 | $18.2M | 0.08% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 115,569 | $17.8M | 1.08% | +5,636+5.1% | Added |
| Kempen Capital Management N.V. | 115,517 | $17.8M | 0.17% | −2,269−1.9% | Reduced |
| Assetmark, Inc | 114,682 | $17.6M | 0.04% | +6,652+6.2% | Added |
| Vestcor Inc | 112,154 | $17.2M | 0.52% | −6,457−5.4% | Reduced |
| USS Investment Management Ltd | 111,525 | $17.1M | 0.11% | −115−0.1% | Reduced |
| Waterfront Capital Partners, LLC | 110,736 | $17.0M | 4.23% | −14,264−11.4% | Reduced |
| Swiss Life Asset Management Ltd | 109,413 | $16.8M | 0.10% | +544+0.5% | Added |
| Xponance, Inc. | 106,838 | $16.4M | 0.14% | +11,975+12.6% | Added |
| Yousif Capital Management, LLC | 106,520 | $16.4M | 0.18% | +2,240+2.1% | Added |
| Kovitz Investment Group Partners, LLC | 106,218 | $16.3M | 0.07% | +106,218 | New |
| Groupe la Francaise | 106,338 | $16.3M | 0.27% | +30,430+40.1% | Added |
| Utah Retirement Systems | 103,637 | $15.9M | 0.17% | +1,434+1.4% | Added |
| Danica Pension, Livsforsikringsaktieselskab | 103,609 | $15.9M | 0.27% | +36,749+55.0% | Added |
| Cetera Investment Advisers | 102,884 | $15.8M | 0.03% | +4,640+4.7% | Added |
| Jones Financial Companies LLLP | 103,747 | $15.8M | 0.01% | +22,459+27.6% | Added |
| British Columbia Investment Management Corp | 102,022 | $15.7M | 0.09% | −17,062−14.3% | Reduced |
| Ethic Inc. | 101,657 | $15.5M | 0.28% | +4,563+4.7% | Added |
| New Age Alpha Advisors, LLC | 100,173 | $15.4M | 0.68% | +12,624+14.4% | Added |
| Nearwater Capital Markets, Ltd | 100,000 | $15.4M | 0.25% | −20,000−16.7% | Reduced |
| Squarepoint Ops LLC | 99,572 | $15.3M | 0.03% | +27,877+38.9% | Added |
| Gotham Asset Management, LLC | 99,520 | $15.3M | 0.09% | +28,005+39.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 99,421 | $15.3M | 0.14% | +9,699+10.8% | Added |
| Connors Investor Services Inc | 98,629 | $15.2M | 1.34% | +929+1.0% | Added |
| Bank of Nova Scotia | 96,728 | $14.9M | 0.03% | +25,298+35.4% | Added |
| Rockefeller Capital Management L.P. | 95,521 | $14.7M | 0.03% | +19,546+25.7% | Added |
| Intech Investment Management LLC | 95,415 | $14.7M | 0.14% | −53,782−36.0% | Reduced |
| Mariner, LLC | 93,970 | $14.4M | 0.02% | +8,297+9.7% | Added |
| GSI Capital Advisors LLC | 93,677 | $14.4M | 7.71% | +12,241+15.0% | Added |
| New York Life Investment Management LLC | 93,347 | $14.4M | 0.13% | +3,134+3.5% | Added |
| Keybank National Association | 92,615 | $14.2M | 0.05% | −2,756−2.9% | Reduced |
| Commonwealth Equity Services, LLC | 92,095 | $14.2M | 0.02% | +1,879+2.1% | Added |
| HighTower Advisors, LLC | 90,007 | $13.8M | 0.02% | −1,977−2.1% | Reduced |
| Appleton Partners Inc | 89,430 | $13.7M | 0.97% | +7,800+9.6% | Added |
| Chilton Capital Management LLC | 88,696 | $13.6M | 0.50% | −22,722−20.4% | Reduced |
| DLD Asset Management, LP | 87,950 | $13.5M | 1.60% | +87,950 | New |
| QRG Capital Management, Inc. | 87,813 | $13.5M | 0.12% | +4,599+5.5% | Added |
| TCW Group Inc | 87,347 | $13.4M | 0.11% | −7,653−8.1% | Reduced |
| Public Employees Retirement Association of Colorado | 87,073 | $13.4M | 0.05% | +2,839+3.4% | Added |
| Mackenzie Financial Corp | 86,889 | $13.4M | 0.02% | −54,393−38.5% | Reduced |
| CIBC Asset Management Inc | 86,116 | $13.2M | 0.04% | −7,506−8.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 84,911 | $13.1M | 0.01% | +45,555+115.8% | Added |
| Fifth Third Bancorp | 84,905 | $13.1M | 0.05% | +4,445+5.5% | Added |
| O'Shaughnessy Asset Management, LLC | 83,920 | $12.9M | 0.09% | +9,805+13.2% | Added |
| Susquehanna Fundamental Investments, LLC | 81,819 | $12.6M | 0.34% | −39,346−32.5% | Reduced |
| Tredje AP-fonden | 81,421 | $12.5M | 0.10% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 81,269 | $12.5M | 0.05% | +20,097+32.9% | Added |
| Captrust Financial Advisors | 81,170 | $12.5M | 0.03% | −907−1.1% | Reduced |
| Venture Visionary Partners LLC | 80,572 | $12.4M | 0.47% | −5,041−5.9% | Reduced |
| M&T Bank Corp | 80,227 | $12.3M | 0.04% | +302+0.4% | Added |
| Rafferty Asset Management, LLC | 78,732 | $12.1M | 0.04% | +12,306+18.5% | Added |
| NEOS Investment Management LLC | 78,041 | $12.0M | 0.15% | +26,135+50.4% | Added |
| Janney Montgomery Scott LLC | 77,186 | $11.9M | 0.03% | +1,705+2.3% | Added |
| Advisor Group Holdings, Inc. | 76,869 | $11.8M | 0.02% | +12,146+18.8% | Added |
| Westpac Banking Corp | 75,991 | $11.7M | 0.78% | −8,820−10.4% | Reduced |
| JustInvest LLC | 75,888 | $11.7M | 0.13% | +10,269+15.6% | Added |
| Trust Co of Toledo NA | 75,897 | $11.7M | 1.29% | −2,409−3.1% | Reduced |
| Mutual of America Capital Management LLC | 75,297 | $11.6M | 0.12% | −729−1.0% | Reduced |
| DuPont Capital Management Corp | 73,736 | $11.3M | 1.22% | 00.0% | Unchanged |
| Central Trust Co | 70,520 | $10.8M | 0.25% | −358−0.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 70,520 | $10.8M | 0.05% | +48,100+214.5% | Added |
| Cubist Systematic Strategies, LLC | 70,321 | $10.8M | 0.12% | +70,321 | New |
| Sarasin & Partners LLP | 69,559 | $10.7M | 0.11% | +3,795+5.8% | Added |
| CWM Advisors, LLC | 68,748 | $10.6M | 1.15% | +9,686+16.4% | Added |
| OP Asset Management Ltd | 67,759 | $10.4M | 0.15% | +2,858+4.4% | Added |
| Mediolanum International Funds Ltd | 67,942 | $10.3M | 0.12% | +67,942 | New |
| Woodline Partners LP | 67,056 | $10.3M | 0.05% | +15,732+30.7% | Added |
| Fred Alger Management, LLC | 66,893 | $10.3M | 0.05% | +716+1.1% | Added |
| Pacer Advisors, Inc. | 65,870 | $10.1M | 0.03% | +17,390+35.9% | Added |
| Avanza Fonder AB | 64,404 | $9.90M | 0.29% | +4,217+7.0% | Added |
| Oppenheimer Asset Management Inc. | 64,179 | $9.87M | 0.11% | +27,265+73.9% | Added |
| LGT Group Foundation | 64,118 | $9.86M | 0.12% | −407−0.6% | Reduced |
| Advisors Asset Management, Inc. | 63,494 | $9.76M | 0.17% | +5,684+9.8% | Added |
| ASR Vermogensbeheer N.V. | 61,695 | $9.48M | 0.12% | +14,683+31.2% | Added |
| Norinchukin Bank, The | 61,328 | $9.43M | 0.14% | +3,924+6.8% | Added |
| Wealthfront Advisers LLC | 61,290 | $9.42M | 0.02% | +5,590+10.0% | Added |
| Agf Management Ltd | 60,835 | $9.35M | 0.04% | +391+0.6% | Added |
| Longbow Finance SA | 58,895 | $9.05M | 0.97% | +58,895 | New |
| U.S. Capital Wealth Advisors, LLC | 58,237 | $8.95M | 0.26% | −475−0.8% | Reduced |
| Azimuth Capital Investment Management LLC | 57,094 | $8.78M | 0.33% | +840+1.5% | Added |
| Entropy Technologies, LP | 56,798 | $8.73M | 0.69% | +40,839+255.9% | Added |
| Quantbot Technologies LP | 56,527 | $8.69M | 0.22% | +34,715+159.2% | Added |
| GDS Wealth Management | 56,064 | $8.62M | 0.63% | +14,170+33.8% | Added |
| Windle Wealth, LLC | 56,041 | $8.62M | 4.21% | −209−0.4% | Reduced |
| Harbour Trust & Investment Management Co | 55,102 | $8.47M | 0.94% | +683+1.3% | Added |
| Kingdon Capital Management, L.L.C. | 55,000 | $8.46M | 1.63% | +55,000 | New |