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 |
|---|---|---|---|---|---|
| Handelsbanken Fonder AB | 311,713 | $55.5M | 0.18% | +8,423+2.8% | Added |
| Brookfield Asset Management Inc. | 317,570 | $56.6M | 0.07% | −23,126−6.8% | Reduced |
| LPL Financial LLC | 321,177 | $57.2M | 0.02% | +33,290+11.6% | Added |
| Uniplan Investment Counsel, Inc. | 324,776 | $57.9M | 5.67% | +10,573+3.4% | Added |
| Border to Coast Pensions Partnership Ltd | 325,000 | $57.9M | 1.01% | 00.0% | Unchanged |
| APG Asset Management N.V. | 383,510 | $58.1M | 0.16% | +30,654+8.7% | Added |
| M.D. Sass Investors Services, Inc. | 326,832 | $58.2M | 4.75% | −97,756−23.0% | Reduced |
| Royal London Asset Management Ltd | 329,423 | $58.7M | 0.13% | +41,654+14.5% | Added |
| Virginia Retirement Systems Et Al | 335,160 | $59.7M | 0.39% | +39,500+13.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 337,476 | $60.1M | 0.11% | +1,693+0.5% | Added |
| State of Wisconsin Investment Board | 343,468 | $61.2M | 0.14% | −26,853−7.3% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 343,594 | $61.2M | 0.17% | +13,780+4.2% | Added |
| Bowen Hanes & Co Inc | 346,081 | $61.7M | 1.54% | −200−0.1% | Reduced |
| Credit Agricole S A | 346,867 | $61.8M | 0.20% | +346,867 | New |
| Van Eck Associates Corp | 359,093 | $64.0M | 0.06% | +40,360+12.7% | Added |
| Renaissance Technologies LLC | 361,663 | $64.4M | 0.09% | −57,900−13.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 372,149 | $66.3M | 0.10% | −31,210−7.7% | Reduced |
| DekaBank Deutsche Girozentrale | 382,262 | $67.1M | 0.11% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 377,548 | $67.3M | 0.14% | −863,597−69.6% | Reduced |
| Danske Bank A/S | 378,021 | $67.3M | 0.17% | +33,300+9.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 380,159 | $67.7M | 0.34% | −184,480−32.7% | Reduced |
| Jane Street Group, LLC | 386,300 | $68.8M | 0.08% | +331,568+605.8% | Added |
| Two Sigma Investments, LP | 389,289 | $69.3M | 0.11% | +389,289 | New |
| Primecap Management Co | 390,509 | $69.6M | 0.05% | +4,000+1.0% | Added |
| Toronto Dominion Bank | 397,290 | $70.8M | 0.14% | +16,566+4.4% | Added |
| State of Alaska, Department of Revenue | 399,291 | $71.1M | 0.73% | +8,759+2.2% | Added |
| Candriam Luxembourg S.C.A. | 407,259 | $72.5M | 0.38% | −9,415−2.3% | Reduced |
| Manufacturers Life Insurance Company, The | 413,194 | $73.6M | 0.06% | +13,395+3.4% | Added |
| Resona Asset Management Co.,Ltd. | 418,278 | $73.9M | 0.35% | +56,212+15.5% | Added |
| UniSuper Management Pty Ltd | 424,331 | $75.6M | 0.46% | +14,655+3.6% | Added |
| Jupiter Asset Management Ltd | 428,705 | $76.4M | 0.66% | +428,705 | New |
| Victory Capital Management Inc | 432,789 | $77.1M | 0.05% | −9,543−2.2% | Reduced |
| Franklin Resources Inc | 440,175 | $78.4M | 0.02% | −27,275−5.8% | Reduced |
| First Trust Advisors LP | 443,852 | $79.1M | 0.06% | +202,636+84.0% | Added |
| Artisan Partners Limited Partnership | 465,193 | $82.9M | 0.12% | −4,759−1.0% | Reduced |
| Millennium Management LLC | 466,006 | $83.0M | 0.07% | +6,743+1.5% | Added |
| New York State Teachers Retirement System | 466,559 | $83.1M | 0.16% | +4,585+1.0% | Added |
| Canada Pension Plan Investment Board | 471,235 | $83.9M | 0.06% | +71,294+17.8% | Added |
| State of New Jersey Common Pension Fund D | 484,908 | $86.4M | 0.32% | +16,156+3.4% | Added |
| Retirement Systems of Alabama | 496,286 | $88.4M | 0.29% | +9,365+1.9% | Added |
| Envestnet Asset Management Inc | 498,016 | $88.7M | 0.03% | +1,943+0.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 500,081 | $89.1M | 0.20% | −2,756−0.5% | Reduced |
| AXA Investment Managers S.A. | 501,821 | $89.4M | 0.24% | +501,821 | New |
| Bank of Montreal | 504,048 | $89.8M | 0.04% | +78,435+18.4% | Added |
| Aviva PLC | 519,554 | $92.6M | 0.17% | +34,608+7.1% | Added |
| Alyeska Investment Group, L.P. | 551,331 | $98.2M | 0.30% | +551,331 | New |
| State Board of Administration of Florida Retirement System | 581,633 | $103.6M | 0.18% | −12,079−2.0% | Reduced |
| Congress Asset Management Co | 588,622 | $104.9M | 0.70% | +9,777+1.7% | Added |
| Adage Capital Partners GP, L.L.C. | 608,206 | $108.3M | 0.17% | +39,200+6.9% | Added |
| Citigroup Inc | 630,535 | $112.3M | 0.08% | −201,008−24.2% | Reduced |
| Janus Henderson Group PLC | 641,540 | $114.2M | 0.05% | +73,318+12.9% | Added |
| Natixis Advisors, L.P. | 675,273 | $120.3M | 0.18% | +21,886+3.3% | Added |
| Storebrand Asset Management AS | 680,177 | $121.2M | 0.32% | +122,490+22.0% | Added |
| Capital International Inc | 684,101 | $121.9M | 0.97% | +156,007+29.5% | Added |
| Swedbank AB | 695,051 | $123.8M | 0.13% | +28,832+4.3% | Added |
| STRS Ohio | 696,058 | $124.0M | 0.45% | −73,360−9.5% | Reduced |
| Neuberger Berman Group LLC | 702,043 | $125.1M | 0.09% | −76,376−9.8% | Reduced |
| 1832 Asset Management L.P. | 705,987 | $125.8M | 0.21% | +492,757+231.1% | Added |
| New York State Common Retirement Fund | 767,265 | $136.7M | 0.18% | −26,800−3.4% | Reduced |
| Pictet Asset Management Holding SA | 793,079 | $141.3M | 0.14% | −105,627−11.8% | Reduced |
| BNP Paribas Arbitrage, SA | 793,961 | $141.4M | 0.11% | +262,383+49.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 795,030 | $141.6M | 0.33% | −43,638−5.2% | Reduced |
| Korea Investment CORP | 800,474 | $142.6M | 0.29% | +43,069+5.7% | Added |
| Raymond James Financial Inc | 806,763 | $143.7M | 0.05% | +31,859+4.1% | Added |
| Royal Bank of Canada | 813,501 | $144.9M | 0.03% | +52,917+7.0% | Added |
| Allianz Asset Management GmbH | 831,288 | $148.1M | 0.18% | +59,990+7.8% | Added |
| AQR Capital Management LLC | 853,470 | $151.1M | 0.10% | +416,920+95.5% | Added |
| Actiam N.V. | 901,524 | $160.6M | 1.71% | +64,359+7.7% | Added |
| KBC Group NV | 966,478 | $172.2M | 0.41% | +117,559+13.8% | Added |
| Heitman Real Estate Securities LLC | 978,558 | $174.3M | 11.91% | −31,735−3.1% | Reduced |
| Adelante Capital Management LLC | 979,382 | $174.5M | 12.04% | −2,208−0.2% | Reduced |
| California State Teachers Retirement System | 1,035,064 | $184.4M | 0.19% | +16,387+1.6% | Added |
| Zimmer Partners, LP | 1,106,245 | $197.1M | 4.82% | −141,500−11.3% | Reduced |
| Wells Fargo & Company | 1,120,820 | $199.7M | 0.04% | −150,691−11.9% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,181,037 | $210.4M | 0.35% | −231,394−16.4% | Reduced |
| Bamco Inc | 1,186,934 | $211.4M | 0.56% | −41,512−3.4% | Reduced |
| Lasalle Investment Management Securities LLC | 1,193,287 | $212.6M | 8.35% | −229,212−16.1% | Reduced |
| Aew Capital Management L P | 1,205,060 | $214.7M | 11.96% | −78,220−6.1% | Reduced |
| Public Employees Retirement System of Ohio | 1,212,897 | $216.1M | 0.69% | +60,587+5.3% | Added |
| American Century Companies Inc | 1,249,320 | $222.6M | 0.11% | +183,552+17.2% | Added |
| Asset Management One Co.,Ltd. | 1,267,076 | $225.7M | 0.65% | +63,290+5.3% | Added |
| Rhumbline Advisers | 1,282,552 | $228.5M | 0.18% | −17,963−1.4% | Reduced |
| Alliancebernstein L.P. | 1,292,726 | $230.3M | 0.07% | +2,585+0.2% | Added |
| Castle Hook Partners LP | 1,299,901 | $231.6M | 3.51% | +196,016+17.8% | Added |
| Nomura Asset Management Co Ltd | 1,361,155 | $242.5M | 0.63% | +99,316+7.9% | Added |
| Voya Investment Management LLC | 1,491,723 | $264.8M | 0.26% | −153,230−9.3% | Reduced |
| APG Asset Management US Inc. | 1,592,764 | $285.7M | 2.11% | +71,080+4.7% | Added |
| Great West Life Assurance Co | 1,662,244 | $292.9M | 0.42% | +184,412+12.5% | Added |
| California Public Employees Retirement System | 1,671,245 | $297.7M | 0.18% | −78,733−4.5% | Reduced |
| Macquarie Group Ltd | 1,690,158 | $301.1M | 0.35% | −64,000−3.6% | Reduced |
| National Pension Service | 1,691,931 | $301.4M | 0.23% | +34,532+2.1% | Added |
| Standard Life Aberdeen plc | 1,724,132 | $306.9M | 0.49% | +145,121+9.2% | Added |
| Nordea Investment Management AB | 1,726,577 | $307.1M | 0.27% | +124,087+7.7% | Added |
| Schroder Investment Management Group | 1,727,539 | $307.7M | 0.24% | +196,655+12.8% | Added |
| D. E. Shaw & Co., Inc. | 1,788,691 | $318.6M | 0.26% | +720,105+67.4% | Added |
| Qube Research & Technologies Ltd | 1,816,902 | $323.7M | 0.46% | −648,972−26.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,826,357 | $325.3M | 0.23% | +171,204+10.3% | Added |
| Barclays PLC | 1,829,171 | $325.8M | 0.12% | +210,066+13.0% | Added |
| Swiss National Bank | 1,885,100 | $335.8M | 0.19% | −77,800−4.0% | Reduced |
| SEI Investments Co | 2,306,626 | $410.9M | 0.44% | −217,697−8.6% | Reduced |