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 |
|---|---|---|---|---|---|
| ABN AMRO Bank N.V. | 104,367 | $18.5M | 0.18% | +104,367 | New |
| Banco Santander, S.A. | 104,687 | $18.6M | 0.17% | −17,446−14.3% | Reduced |
| Kempen Capital Management N.V. | 104,909 | $18.7M | 0.17% | −10,608−9.2% | Reduced |
| Quantbot Technologies LP | 105,029 | $18.7M | 0.51% | +48,502+85.8% | Added |
| Capital Group Private Client Services, Inc. | 106,676 | $19.0M | 0.32% | −264,351−71.2% | Reduced |
| Kovitz Investment Group Partners, LLC | 107,042 | $19.1M | 0.07% | +824+0.8% | Added |
| Yousif Capital Management, LLC | 107,059 | $19.1M | 0.20% | +539+0.5% | Added |
| New Age Alpha Advisors, LLC | 107,982 | $19.2M | 0.81% | +7,809+7.8% | Added |
| Mariner, LLC | 108,295 | $19.3M | 0.02% | +14,325+15.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 108,362 | $19.3M | 0.16% | +8,941+9.0% | Added |
| Ethic Inc. | 108,883 | $19.4M | 0.32% | +7,226+7.1% | Added |
| Utah Retirement Systems | 110,544 | $19.7M | 0.19% | +6,907+6.7% | Added |
| USS Investment Management Ltd | 111,525 | $19.9M | 0.10% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 114,910 | $20.1M | 0.01% | +11,163+10.8% | Added |
| Danica Pension, Livsforsikringsaktieselskab | 114,140 | $20.3M | 0.31% | +10,531+10.2% | Added |
| Vestcor Inc | 114,755 | $20.4M | 0.61% | +2,601+2.3% | Added |
| Quantinno Capital Management LP | 114,863 | $20.5M | 0.06% | +33,594+41.3% | Added |
| Calamos Advisors LLC | 118,271 | $21.1M | 0.09% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 118,425 | $21.1M | 1.21% | +2,856+2.5% | Added |
| Teachers Retirement System of the State of Kentucky | 119,860 | $21.4M | 0.16% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 120,727 | $21.5M | 0.04% | −1,691−1.4% | Reduced |
| Rockefeller Capital Management L.P. | 121,056 | $21.6M | 0.04% | +25,535+26.7% | Added |
| Oversea-Chinese Banking CORP Ltd | 121,408 | $21.6M | 0.56% | −1,204−1.0% | Reduced |
| Tiaa Trust, National Association | 123,280 | $22.0M | 0.05% | −773−0.6% | Reduced |
| Swiss Life Asset Management Ltd | 125,013 | $22.3M | 0.12% | +15,600+14.3% | Added |
| Mercer Global Advisors Inc | 125,398 | $22.3M | 0.04% | +4,242+3.5% | Added |
| Assetmark, Inc | 125,578 | $22.4M | 0.05% | +10,896+9.5% | Added |
| Amalgamated Bank | 127,991 | $22.8M | 0.16% | +5,317+4.3% | Added |
| Groupe la Francaise | 129,299 | $23.0M | 0.31% | +22,961+21.6% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 129,906 | $23.1M | 0.09% | −4,041−3.0% | Reduced |
| NEOS Investment Management LLC | 131,489 | $23.4M | 0.18% | +53,448+68.5% | Added |
| ProShare Advisors LLC | 132,710 | $23.6M | 0.05% | +4,553+3.6% | Added |
| GEM Realty Capital | 133,616 | $23.8M | 2.23% | −112,615−45.7% | Reduced |
| WestEnd Advisors, LLC | 135,609 | $24.2M | 0.56% | −2,257−1.6% | Reduced |
| Varma Mutual Pension Insurance Co | 136,776 | $24.4M | 0.16% | +10,800+8.6% | Added |
| Vert Asset Management LLC | 137,765 | $24.5M | 8.25% | +4,340+3.3% | Added |
| Andra AP-fonden | 137,800 | $24.5M | 0.31% | +121,455+743.1% | Added |
| WCM Investment Management, LLC | 141,614 | $25.0M | 0.05% | −6,501−4.4% | Reduced |
| DnB Asset Management AS | 140,881 | $25.1M | 0.09% | +5,331+3.9% | Added |
| Tredje AP-fonden | 141,421 | $25.2M | 0.20% | +60,000+73.7% | Added |
| Gotham Asset Management, LLC | 142,387 | $25.4M | 0.11% | +42,867+43.1% | Added |
| Public Sector Pension Investment Board | 144,219 | $25.7M | 0.09% | +16,368+12.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 149,838 | $25.9M | 0.04% | +13,985+10.3% | Added |
| Bank of Nova Scotia | 146,794 | $26.2M | 0.05% | +50,066+51.8% | Added |
| Federated Hermes, Inc. | 151,069 | $26.9M | 0.05% | −45,384−23.1% | Reduced |
| Guggenheim Capital LLC | 158,789 | $28.3M | 0.21% | +27,673+21.1% | Added |
| B&I Capital AG | 161,440 | $28.8M | 9.96% | +8,650+5.7% | Added |
| Zurich Insurance Group Ltd | 163,725 | $29.2M | 0.21% | −162,442−49.8% | Reduced |
| Cetera Investment Advisers | 164,774 | $29.4M | 0.03% | +61,890+60.2% | Added |
| Schonfeld Strategic Advisors LLC | 165,668 | $29.5M | 0.21% | +118,860+253.9% | Added |
| Mediolanum International Funds Ltd | 169,297 | $29.8M | 0.31% | +101,355+149.2% | Added |
| Czech National Bank | 169,867 | $30.3M | 0.21% | +18,011+11.9% | Added |
| Ensign Peak Advisors, Inc | 171,598 | $30.6M | 0.05% | −7,852−4.4% | Reduced |
| Marshall Wace, LLP | 172,775 | $30.8M | 0.03% | −304,040−63.8% | Reduced |
| Metis Global Partners, LLC | 179,077 | $31.9M | 0.75% | +45,113+33.7% | Added |
| Umb Bank N A | 179,936 | $32.1M | 0.47% | −22,963−11.3% | Reduced |
| State of Michigan Retirement System | 180,909 | $32.2M | 0.15% | +12,000+7.1% | Added |
| Nissay Asset Management Corp | 182,296 | $32.5M | 0.18% | +7,914+4.5% | Added |
| Los Angeles Capital Management LLC | 183,896 | $32.8M | 0.11% | +140,493+323.7% | Added |
| MetLife Investment Management | 184,674 | $32.9M | 0.16% | +8,189+4.6% | Added |
| Arizona State Retirement System | 191,042 | $34.0M | 0.18% | +1,483+0.8% | Added |
| Sanctuary Advisors, LLC | 191,937 | $34.2M | 0.20% | +6,608+3.6% | Added |
| Erste Asset Management GmbH | 195,527 | $34.4M | 0.33% | +16,377+9.1% | Added |
| Prudential PLC | 196,862 | $35.1M | 0.26% | +44,370+29.1% | Added |
| Groupama Asset Managment | 183,268 | $35.4M | 0.52% | +4,198+2.3% | Added |
| Creative Planning | 200,963 | $35.8M | 0.03% | +20,738+11.5% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 207,085 | $36.9M | 0.19% | +3,850+1.9% | Added |
| Ci Investments Inc. | 207,744 | $37.0M | 0.13% | −14,260−6.4% | Reduced |
| Toroso Investments, LLC | 209,912 | $37.4M | 0.16% | +9,021+4.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 209,927 | $37.4M | 0.12% | +35,068+20.1% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 211,810 | $37.7M | 0.11% | +210,636+17,941.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 213,205 | $38.0M | 0.10% | −285,375−57.2% | Reduced |
| Hazelview Securities Inc. | 215,066 | $38.3M | 7.22% | −59,782−21.8% | Reduced |
| State of Tennessee, Treasury Department | 215,660 | $38.4M | 0.13% | +21,058+10.8% | Added |
| NewEdge Wealth, LLC | 208,401 | $38.8M | 0.56% | +7,950+4.0% | Added |
| The PNC Financial Services Group, Inc. | 221,160 | $39.4M | 0.02% | +3,100+1.4% | Added |
| Braun Stacey Associates Inc | 227,012 | $40.4M | 1.32% | −840−0.4% | Reduced |
| IFM Investors Pty Ltd | 232,838 | $40.7M | 0.36% | +2,471+1.1% | Added |
| Forsta Ap-Fonden | 228,800 | $40.8M | 0.24% | +29,500+14.8% | Added |
| Cerity Partners LLC | 236,328 | $42.1M | 0.07% | +1,410+0.6% | Added |
| TD Asset Management Inc | 239,515 | $42.7M | 0.03% | +11,149+4.9% | Added |
| Natixis | 240,093 | $42.8M | 0.23% | −13,710−5.4% | Reduced |
| Citadel Advisors LLC | 240,242 | $42.8M | 0.03% | −726,128−75.1% | Reduced |
| KLP Kapitalforvaltning AS | 240,246 | $42.8M | 0.17% | +6,400+2.7% | Added |
| Advisor Group Holdings, Inc. | 244,481 | $43.1M | 0.06% | +167,612+218.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 248,368 | $44.2M | 0.36% | +16,337+7.0% | Added |
| Nisa Investment Advisors, LLC | 253,549 | $45.2M | 0.17% | −10,374−3.9% | Reduced |
| Stifel Financial Corp | 257,290 | $45.8M | 0.04% | +21,291+9.0% | Added |
| FIL Ltd | 261,371 | $46.6M | 0.04% | −14,235−5.2% | Reduced |
| CIBC Bancorp USA Inc. | 264,766 | $47.2M | 0.28% | +264,766 | New |
| Factory Mutual Insurance Co | 266,800 | $47.5M | 0.46% | +1,500+0.6% | Added |
| CIBC World Markets Inc. | 281,761 | $50.2M | 0.10% | +27,082+10.6% | Added |
| National Bank of Canada | 284,108 | $50.6M | 0.06% | −360,460−55.9% | Reduced |
| CORDA Investment Management, LLC. | 286,763 | $51.1M | 3.59% | −4,918−1.7% | Reduced |
| SG Americas Securities, LLC | 287,275 | $51.2M | 0.19% | +267,594+1,359.7% | Added |
| Acadian Asset Management LLC | 291,938 | $52.0M | 0.09% | −81,083−21.7% | Reduced |
| Worldquant Millennium Advisors LLC | 298,617 | $53.2M | 0.23% | −65,442−18.0% | Reduced |
| Treasurer of the State of North Carolina | 300,887 | $53.6M | 0.17% | −5,172−1.7% | Reduced |
| Teacher Retirement System of Texas | 304,937 | $54.3M | 0.22% | +73,002+31.5% | Added |
| Capital Research Global Investors | 306,310 | $54.6M | 0.01% | 00.0% | Unchanged |