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, Q3 2025
Institutional positions in Welltower Inc. as of Sep 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
- 1,337
- +92 vs. Q2 2025
- Shares held
- 624.9M
- +10.0M (+1.6%) vs. Q2 2025
- Total value
- $111.3B
- +$16.8B (+17.8%) vs. Q2 2025
- New holders
- 175
- 588 more added
- Sold out
- 83
- 357 more reduced
21 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 89,778,383 | $16.0B | 0.24% | +3,991,896+4.7% | Added |
| BlackRock, Inc. | 69,415,091 | $12.4B | 0.22% | +2,864,201+4.3% | Added |
| Capital International Investors | 46,516,255 | $8.29B | 1.34% | +1,842,934+4.1% | Added |
| State Street Corp | 41,253,954 | $7.35B | 0.25% | +1,637,665+4.1% | Added |
| Cohen & Steers, Inc. | 33,569,335 | $5.98B | 10.79% | −1,605,549−4.6% | Reduced |
| Wellington Management Group LLP | 20,017,966 | $3.57B | 0.62% | −151,008−0.7% | Reduced |
| FMR LLC | 19,893,923 | $3.54B | 0.18% | +1,570,399+8.6% | Added |
| Bank of America Corp | 19,378,590 | $3.45B | 0.26% | +367,463+1.9% | Added |
| Geode Capital Management, LLC | 16,232,679 | $2.89B | 0.18% | +1,220,225+8.1% | Added |
| Price T Rowe Associates Inc | 15,091,113 | $2.69B | 0.29% | +2,930,034+24.1% | Added |
| Principal Financial Group Inc | 10,184,059 | $1.81B | 0.92% | −249,605−2.4% | Reduced |
| Morgan Stanley | 9,594,841 | $1.71B | 0.10% | +782,146+8.9% | Added |
| Northern Trust Corp | 9,106,068 | $1.62B | 0.21% | +282,881+3.2% | Added |
| Charles Schwab Investment Management Inc | 7,983,552 | $1.42B | 0.23% | +654,261+8.9% | Added |
| JPMorgan Chase & Co | 7,814,683 | $1.39B | 0.09% | −83,708−1.1% | Reduced |
| Dimensional Fund Advisors LP | 7,408,170 | $1.32B | 0.28% | +210,564+2.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,179,739 | $1.28B | 1.15% | +763,174+11.9% | Added |
| Invesco Ltd. | 7,006,045 | $1.25B | 0.20% | −289,551−4.0% | Reduced |
| Legal & General Group Plc | 6,720,996 | $1.20B | 0.27% | −576,313−7.9% | Reduced |
| Goldman Sachs Group Inc | 6,068,437 | $1.08B | 0.16% | −62,397−1.0% | Reduced |
| Centersquare Investment Management LLC | 5,257,190 | $936.5M | 9.41% | +258,980+5.2% | Added |
| Nuveen, LLC | 5,073,261 | $903.8M | 0.24% | −49,125−1.0% | Reduced |
| Daiwa Securities Group Inc. | 4,907,438 | $874.2M | 2.95% | −444,093−8.3% | Reduced |
| Deutsche Bank AG | 4,746,752 | $845.6M | 0.28% | +47,743+1.0% | Added |
| Capital World Investors | 4,247,262 | $756.6M | 0.10% | +2,657,766+167.2% | Added |
| Resolution Capital Ltd | 4,203,084 | $748.7M | 14.57% | −881,544−17.3% | Reduced |
| Amundi | 4,146,455 | $722.1M | 0.23% | +82,035+2.0% | Added |
| Bank of New York Mellon Corp | 4,012,933 | $714.9M | 0.13% | −3,026−0.1% | Reduced |
| Russell Investments Group, Ltd. | 3,381,466 | $602.3M | 0.68% | −3,761−0.1% | Reduced |
| UBS Group AG | 3,278,121 | $584.0M | 0.11% | +1,183,077+56.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,169,190 | $564.6M | 0.32% | −101,141−3.1% | Reduced |
| Prudential Financial Inc | 3,107,906 | $553.6M | 0.66% | +333,576+12.0% | Added |
| Cbre Clarion Securities LLC | 3,043,945 | $542.2M | 7.73% | −227,526−7.0% | Reduced |
| PGGM Investments | 2,800,752 | $498.9M | 8.07% | +138,665+5.2% | Added |
| Ameriprise Financial Inc | 2,772,247 | $485.9M | 0.11% | −86,030−3.0% | Reduced |
| Duff & Phelps Investment Management Co | 2,504,032 | $446.1M | 5.06% | −5,605−0.2% | Reduced |
| HSBC Holdings PLC | 2,361,289 | $420.6M | 0.25% | +252,284+12.0% | Added |
| SEI Investments Co | 2,306,626 | $410.9M | 0.44% | −217,697−8.6% | Reduced |
| Swiss National Bank | 1,885,100 | $335.8M | 0.19% | −77,800−4.0% | Reduced |
| Barclays PLC | 1,829,171 | $325.8M | 0.12% | +210,066+13.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,826,357 | $325.3M | 0.23% | +171,204+10.3% | Added |
| Qube Research & Technologies Ltd | 1,816,902 | $323.7M | 0.46% | −648,972−26.3% | Reduced |
| D. E. Shaw & Co., Inc. | 1,788,691 | $318.6M | 0.26% | +720,105+67.4% | Added |
| Schroder Investment Management Group | 1,727,539 | $307.7M | 0.24% | +196,655+12.8% | Added |
| Nordea Investment Management AB | 1,726,577 | $307.1M | 0.27% | +124,087+7.7% | Added |
| Standard Life Aberdeen plc | 1,724,132 | $306.9M | 0.49% | +145,121+9.2% | Added |
| National Pension Service | 1,691,931 | $301.4M | 0.23% | +34,532+2.1% | Added |
| Macquarie Group Ltd | 1,690,158 | $301.1M | 0.35% | −64,000−3.6% | Reduced |
| California Public Employees Retirement System | 1,671,245 | $297.7M | 0.18% | −78,733−4.5% | Reduced |
| Great West Life Assurance Co | 1,662,244 | $292.9M | 0.42% | +184,412+12.5% | Added |
| APG Asset Management US Inc. | 1,592,764 | $285.7M | 2.11% | +71,080+4.7% | Added |
| Voya Investment Management LLC | 1,491,723 | $264.8M | 0.26% | −153,230−9.3% | Reduced |
| Nomura Asset Management Co Ltd | 1,361,155 | $242.5M | 0.63% | +99,316+7.9% | Added |
| Castle Hook Partners LP | 1,299,901 | $231.6M | 3.51% | +196,016+17.8% | Added |
| Alliancebernstein L.P. | 1,292,726 | $230.3M | 0.07% | +2,585+0.2% | Added |
| Rhumbline Advisers | 1,282,552 | $228.5M | 0.18% | −17,963−1.4% | Reduced |
| Asset Management One Co.,Ltd. | 1,267,076 | $225.7M | 0.65% | +63,290+5.3% | Added |
| American Century Companies Inc | 1,249,320 | $222.6M | 0.11% | +183,552+17.2% | Added |
| Public Employees Retirement System of Ohio | 1,212,897 | $216.1M | 0.69% | +60,587+5.3% | Added |
| Aew Capital Management L P | 1,205,060 | $214.7M | 11.96% | −78,220−6.1% | Reduced |
| Lasalle Investment Management Securities LLC | 1,193,287 | $212.6M | 8.35% | −229,212−16.1% | Reduced |
| Bamco Inc | 1,186,934 | $211.4M | 0.56% | −41,512−3.4% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,181,037 | $210.4M | 0.35% | −231,394−16.4% | Reduced |
| Wells Fargo & Company | 1,120,820 | $199.7M | 0.04% | −150,691−11.9% | Reduced |
| Zimmer Partners, LP | 1,106,245 | $197.1M | 4.82% | −141,500−11.3% | Reduced |
| California State Teachers Retirement System | 1,035,064 | $184.4M | 0.19% | +16,387+1.6% | Added |
| Adelante Capital Management LLC | 979,382 | $174.5M | 12.04% | −2,208−0.2% | Reduced |
| Heitman Real Estate Securities LLC | 978,558 | $174.3M | 11.91% | −31,735−3.1% | Reduced |
| KBC Group NV | 966,478 | $172.2M | 0.41% | +117,559+13.8% | Added |
| Actiam N.V. | 901,524 | $160.6M | 1.71% | +64,359+7.7% | Added |
| AQR Capital Management LLC | 853,470 | $151.1M | 0.10% | +416,920+95.5% | Added |
| Allianz Asset Management GmbH | 831,288 | $148.1M | 0.18% | +59,990+7.8% | Added |
| Royal Bank of Canada | 813,501 | $144.9M | 0.03% | +52,917+7.0% | Added |
| Raymond James Financial Inc | 806,763 | $143.7M | 0.05% | +31,859+4.1% | Added |
| Korea Investment CORP | 800,474 | $142.6M | 0.29% | +43,069+5.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 795,030 | $141.6M | 0.33% | −43,638−5.2% | Reduced |
| BNP Paribas Arbitrage, SA | 793,961 | $141.4M | 0.11% | +262,383+49.4% | Added |
| Pictet Asset Management Holding SA | 793,079 | $141.3M | 0.14% | −105,627−11.8% | Reduced |
| New York State Common Retirement Fund | 767,265 | $136.7M | 0.18% | −26,800−3.4% | Reduced |
| 1832 Asset Management L.P. | 705,987 | $125.8M | 0.21% | +492,757+231.1% | Added |
| Neuberger Berman Group LLC | 702,043 | $125.1M | 0.09% | −76,376−9.8% | Reduced |
| STRS Ohio | 696,058 | $124.0M | 0.45% | −73,360−9.5% | Reduced |
| Swedbank AB | 695,051 | $123.8M | 0.13% | +28,832+4.3% | Added |
| Capital International Inc | 684,101 | $121.9M | 0.97% | +156,007+29.5% | Added |
| Storebrand Asset Management AS | 680,177 | $121.2M | 0.32% | +122,490+22.0% | Added |
| Natixis Advisors, L.P. | 675,273 | $120.3M | 0.18% | +21,886+3.3% | Added |
| Janus Henderson Group PLC | 641,540 | $114.2M | 0.05% | +73,318+12.9% | Added |
| Citigroup Inc | 630,535 | $112.3M | 0.08% | −201,008−24.2% | Reduced |
| Adage Capital Partners GP, L.L.C. | 608,206 | $108.3M | 0.17% | +39,200+6.9% | Added |
| Congress Asset Management Co | 588,622 | $104.9M | 0.70% | +9,777+1.7% | Added |
| State Board of Administration of Florida Retirement System | 581,633 | $103.6M | 0.18% | −12,079−2.0% | Reduced |
| Alyeska Investment Group, L.P. | 551,331 | $98.2M | 0.30% | +551,331 | New |
| Aviva PLC | 519,554 | $92.6M | 0.17% | +34,608+7.1% | Added |
| Bank of Montreal | 504,048 | $89.8M | 0.04% | +78,435+18.4% | Added |
| AXA Investment Managers S.A. | 501,821 | $89.4M | 0.24% | +501,821 | New |
| Mitsubishi UFJ Trust & Banking Corp | 500,081 | $89.1M | 0.20% | −2,756−0.5% | Reduced |
| Envestnet Asset Management Inc | 498,016 | $88.7M | 0.03% | +1,943+0.4% | Added |
| Retirement Systems of Alabama | 496,286 | $88.4M | 0.29% | +9,365+1.9% | Added |
| State of New Jersey Common Pension Fund D | 484,908 | $86.4M | 0.32% | +16,156+3.4% | Added |
| Canada Pension Plan Investment Board | 471,235 | $83.9M | 0.06% | +71,294+17.8% | Added |