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 |
|---|---|---|---|---|---|
| New York State Teachers Retirement System | 466,559 | $83.1M | 0.16% | +4,585+1.0% | Added |
| Millennium Management LLC | 466,006 | $83.0M | 0.07% | +6,743+1.5% | Added |
| Artisan Partners Limited Partnership | 465,193 | $82.9M | 0.12% | −4,759−1.0% | Reduced |
| First Trust Advisors LP | 443,852 | $79.1M | 0.06% | +202,636+84.0% | Added |
| Franklin Resources Inc | 440,175 | $78.4M | 0.02% | −27,275−5.8% | Reduced |
| Victory Capital Management Inc | 432,789 | $77.1M | 0.05% | −9,543−2.2% | Reduced |
| Jupiter Asset Management Ltd | 428,705 | $76.4M | 0.66% | +428,705 | New |
| UniSuper Management Pty Ltd | 424,331 | $75.6M | 0.46% | +14,655+3.6% | Added |
| Resona Asset Management Co.,Ltd. | 418,278 | $73.9M | 0.35% | +56,212+15.5% | Added |
| Manufacturers Life Insurance Company, The | 413,194 | $73.6M | 0.06% | +13,395+3.4% | Added |
| Candriam Luxembourg S.C.A. | 407,259 | $72.5M | 0.38% | −9,415−2.3% | Reduced |
| State of Alaska, Department of Revenue | 399,291 | $71.1M | 0.73% | +8,759+2.2% | Added |
| Toronto Dominion Bank | 397,290 | $70.8M | 0.14% | +16,566+4.4% | Added |
| Primecap Management Co | 390,509 | $69.6M | 0.05% | +4,000+1.0% | Added |
| Two Sigma Investments, LP | 389,289 | $69.3M | 0.11% | +389,289 | New |
| Jane Street Group, LLC | 386,300 | $68.8M | 0.08% | +331,568+605.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 380,159 | $67.7M | 0.34% | −184,480−32.7% | Reduced |
| Danske Bank A/S | 378,021 | $67.3M | 0.17% | +33,300+9.7% | Added |
| Balyasny Asset Management LLC | 377,548 | $67.3M | 0.14% | −863,597−69.6% | Reduced |
| DekaBank Deutsche Girozentrale | 382,262 | $67.1M | 0.11% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 372,149 | $66.3M | 0.10% | −31,210−7.7% | Reduced |
| Renaissance Technologies LLC | 361,663 | $64.4M | 0.09% | −57,900−13.8% | Reduced |
| Van Eck Associates Corp | 359,093 | $64.0M | 0.06% | +40,360+12.7% | Added |
| Credit Agricole S A | 346,867 | $61.8M | 0.20% | +346,867 | New |
| Bowen Hanes & Co Inc | 346,081 | $61.7M | 1.54% | −200−0.1% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 343,594 | $61.2M | 0.17% | +13,780+4.2% | Added |
| State of Wisconsin Investment Board | 343,468 | $61.2M | 0.14% | −26,853−7.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 337,476 | $60.1M | 0.11% | +1,693+0.5% | Added |
| Virginia Retirement Systems Et Al | 335,160 | $59.7M | 0.39% | +39,500+13.4% | Added |
| Royal London Asset Management Ltd | 329,423 | $58.7M | 0.13% | +41,654+14.5% | Added |
| M.D. Sass Investors Services, Inc. | 326,832 | $58.2M | 4.75% | −97,756−23.0% | Reduced |
| APG Asset Management N.V. | 383,510 | $58.1M | 0.16% | +30,654+8.7% | Added |
| Border to Coast Pensions Partnership Ltd | 325,000 | $57.9M | 1.01% | 00.0% | Unchanged |
| Uniplan Investment Counsel, Inc. | 324,776 | $57.9M | 5.67% | +10,573+3.4% | Added |
| LPL Financial LLC | 321,177 | $57.2M | 0.02% | +33,290+11.6% | Added |
| Brookfield Asset Management Inc. | 317,570 | $56.6M | 0.07% | −23,126−6.8% | Reduced |
| Handelsbanken Fonder AB | 311,713 | $55.5M | 0.18% | +8,423+2.8% | Added |
| Capital Research Global Investors | 306,310 | $54.6M | 0.01% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 304,937 | $54.3M | 0.22% | +73,002+31.5% | Added |
| Treasurer of the State of North Carolina | 300,887 | $53.6M | 0.17% | −5,172−1.7% | Reduced |
| Worldquant Millennium Advisors LLC | 298,617 | $53.2M | 0.23% | −65,442−18.0% | Reduced |
| Acadian Asset Management LLC | 291,938 | $52.0M | 0.09% | −81,083−21.7% | Reduced |
| SG Americas Securities, LLC | 287,275 | $51.2M | 0.19% | +267,594+1,359.7% | Added |
| CORDA Investment Management, LLC. | 286,763 | $51.1M | 3.59% | −4,918−1.7% | Reduced |
| National Bank of Canada | 284,108 | $50.6M | 0.06% | −360,460−55.9% | Reduced |
| CIBC World Markets Inc. | 281,761 | $50.2M | 0.10% | +27,082+10.6% | Added |
| Factory Mutual Insurance Co | 266,800 | $47.5M | 0.46% | +1,500+0.6% | Added |
| CIBC Bancorp USA Inc. | 264,766 | $47.2M | 0.28% | +264,766 | New |
| FIL Ltd | 261,371 | $46.6M | 0.04% | −14,235−5.2% | Reduced |
| Stifel Financial Corp | 257,290 | $45.8M | 0.04% | +21,291+9.0% | Added |
| Nisa Investment Advisors, LLC | 253,549 | $45.2M | 0.17% | −10,374−3.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 248,368 | $44.2M | 0.36% | +16,337+7.0% | Added |
| Advisor Group Holdings, Inc. | 244,481 | $43.1M | 0.06% | +167,612+218.0% | Added |
| KLP Kapitalforvaltning AS | 240,246 | $42.8M | 0.17% | +6,400+2.7% | Added |
| Citadel Advisors LLC | 240,242 | $42.8M | 0.03% | −726,128−75.1% | Reduced |
| Natixis | 240,093 | $42.8M | 0.23% | −13,710−5.4% | Reduced |
| TD Asset Management Inc | 239,515 | $42.7M | 0.03% | +11,149+4.9% | Added |
| Cerity Partners LLC | 236,328 | $42.1M | 0.07% | +1,410+0.6% | Added |
| Forsta Ap-Fonden | 228,800 | $40.8M | 0.24% | +29,500+14.8% | Added |
| IFM Investors Pty Ltd | 232,838 | $40.7M | 0.36% | +2,471+1.1% | Added |
| Braun Stacey Associates Inc | 227,012 | $40.4M | 1.32% | −840−0.4% | Reduced |
| The PNC Financial Services Group, Inc. | 221,160 | $39.4M | 0.02% | +3,100+1.4% | Added |
| NewEdge Wealth, LLC | 208,401 | $38.8M | 0.56% | +7,950+4.0% | Added |
| State of Tennessee, Treasury Department | 215,660 | $38.4M | 0.13% | +21,058+10.8% | Added |
| Hazelview Securities Inc. | 215,066 | $38.3M | 7.22% | −59,782−21.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 213,205 | $38.0M | 0.10% | −285,375−57.2% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 211,810 | $37.7M | 0.11% | +210,636+17,941.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 209,927 | $37.4M | 0.12% | +35,068+20.1% | Added |
| Toroso Investments, LLC | 209,912 | $37.4M | 0.16% | +9,021+4.5% | Added |
| Ci Investments Inc. | 207,744 | $37.0M | 0.13% | −14,260−6.4% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 207,085 | $36.9M | 0.19% | +3,850+1.9% | Added |
| Creative Planning | 200,963 | $35.8M | 0.03% | +20,738+11.5% | Added |
| Groupama Asset Managment | 183,268 | $35.4M | 0.52% | +4,198+2.3% | Added |
| Prudential PLC | 196,862 | $35.1M | 0.26% | +44,370+29.1% | Added |
| Erste Asset Management GmbH | 195,527 | $34.4M | 0.33% | +16,377+9.1% | Added |
| Sanctuary Advisors, LLC | 191,937 | $34.2M | 0.20% | +6,608+3.6% | Added |
| Arizona State Retirement System | 191,042 | $34.0M | 0.18% | +1,483+0.8% | Added |
| MetLife Investment Management | 184,674 | $32.9M | 0.16% | +8,189+4.6% | Added |
| Los Angeles Capital Management LLC | 183,896 | $32.8M | 0.11% | +140,493+323.7% | Added |
| Nissay Asset Management Corp | 182,296 | $32.5M | 0.18% | +7,914+4.5% | Added |
| State of Michigan Retirement System | 180,909 | $32.2M | 0.15% | +12,000+7.1% | Added |
| Umb Bank N A | 179,936 | $32.1M | 0.47% | −22,963−11.3% | Reduced |
| Metis Global Partners, LLC | 179,077 | $31.9M | 0.75% | +45,113+33.7% | Added |
| Marshall Wace, LLP | 172,775 | $30.8M | 0.03% | −304,040−63.8% | Reduced |
| Ensign Peak Advisors, Inc | 171,598 | $30.6M | 0.05% | −7,852−4.4% | Reduced |
| Czech National Bank | 169,867 | $30.3M | 0.21% | +18,011+11.9% | Added |
| Mediolanum International Funds Ltd | 169,297 | $29.8M | 0.31% | +101,355+149.2% | Added |
| Schonfeld Strategic Advisors LLC | 165,668 | $29.5M | 0.21% | +118,860+253.9% | Added |
| Cetera Investment Advisers | 164,774 | $29.4M | 0.03% | +61,890+60.2% | Added |
| Zurich Insurance Group Ltd | 163,725 | $29.2M | 0.21% | −162,442−49.8% | Reduced |
| B&I Capital AG | 161,440 | $28.8M | 9.96% | +8,650+5.7% | Added |
| Guggenheim Capital LLC | 158,789 | $28.3M | 0.21% | +27,673+21.1% | Added |
| Federated Hermes, Inc. | 151,069 | $26.9M | 0.05% | −45,384−23.1% | Reduced |
| Bank of Nova Scotia | 146,794 | $26.2M | 0.05% | +50,066+51.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 149,838 | $25.9M | 0.04% | +13,985+10.3% | Added |
| Public Sector Pension Investment Board | 144,219 | $25.7M | 0.09% | +16,368+12.8% | Added |
| Gotham Asset Management, LLC | 142,387 | $25.4M | 0.11% | +42,867+43.1% | Added |
| Tredje AP-fonden | 141,421 | $25.2M | 0.20% | +60,000+73.7% | Added |
| DnB Asset Management AS | 140,881 | $25.1M | 0.09% | +5,331+3.9% | Added |
| WCM Investment Management, LLC | 141,614 | $25.0M | 0.05% | −6,501−4.4% | Reduced |