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 |
|---|---|---|---|---|---|
| Andra AP-fonden | 137,800 | $24.5M | 0.31% | +121,455+743.1% | Added |
| Vert Asset Management LLC | 137,765 | $24.5M | 8.25% | +4,340+3.3% | Added |
| Varma Mutual Pension Insurance Co | 136,776 | $24.4M | 0.16% | +10,800+8.6% | Added |
| WestEnd Advisors, LLC | 135,609 | $24.2M | 0.56% | −2,257−1.6% | Reduced |
| GEM Realty Capital | 133,616 | $23.8M | 2.23% | −112,615−45.7% | Reduced |
| ProShare Advisors LLC | 132,710 | $23.6M | 0.05% | +4,553+3.6% | Added |
| NEOS Investment Management LLC | 131,489 | $23.4M | 0.18% | +53,448+68.5% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 129,906 | $23.1M | 0.09% | −4,041−3.0% | Reduced |
| Groupe la Francaise | 129,299 | $23.0M | 0.31% | +22,961+21.6% | Added |
| Amalgamated Bank | 127,991 | $22.8M | 0.16% | +5,317+4.3% | Added |
| Assetmark, Inc | 125,578 | $22.4M | 0.05% | +10,896+9.5% | Added |
| Mercer Global Advisors Inc | 125,398 | $22.3M | 0.04% | +4,242+3.5% | Added |
| Swiss Life Asset Management Ltd | 125,013 | $22.3M | 0.12% | +15,600+14.3% | Added |
| Tiaa Trust, National Association | 123,280 | $22.0M | 0.05% | −773−0.6% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 121,408 | $21.6M | 0.56% | −1,204−1.0% | Reduced |
| Rockefeller Capital Management L.P. | 121,056 | $21.6M | 0.04% | +25,535+26.7% | Added |
| Thrivent Financial for Lutherans | 120,727 | $21.5M | 0.04% | −1,691−1.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 119,860 | $21.4M | 0.16% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 118,425 | $21.1M | 1.21% | +2,856+2.5% | Added |
| Calamos Advisors LLC | 118,271 | $21.1M | 0.09% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 114,863 | $20.5M | 0.06% | +33,594+41.3% | Added |
| Vestcor Inc | 114,755 | $20.4M | 0.61% | +2,601+2.3% | Added |
| Danica Pension, Livsforsikringsaktieselskab | 114,140 | $20.3M | 0.31% | +10,531+10.2% | Added |
| Jones Financial Companies LLLP | 114,910 | $20.1M | 0.01% | +11,163+10.8% | Added |
| USS Investment Management Ltd | 111,525 | $19.9M | 0.10% | 00.0% | Unchanged |
| Utah Retirement Systems | 110,544 | $19.7M | 0.19% | +6,907+6.7% | Added |
| Ethic Inc. | 108,883 | $19.4M | 0.32% | +7,226+7.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 108,362 | $19.3M | 0.16% | +8,941+9.0% | Added |
| Mariner, LLC | 108,295 | $19.3M | 0.02% | +14,325+15.2% | Added |
| New Age Alpha Advisors, LLC | 107,982 | $19.2M | 0.81% | +7,809+7.8% | Added |
| Yousif Capital Management, LLC | 107,059 | $19.1M | 0.20% | +539+0.5% | Added |
| Kovitz Investment Group Partners, LLC | 107,042 | $19.1M | 0.07% | +824+0.8% | Added |
| Capital Group Private Client Services, Inc. | 106,676 | $19.0M | 0.32% | −264,351−71.2% | Reduced |
| Quantbot Technologies LP | 105,029 | $18.7M | 0.51% | +48,502+85.8% | Added |
| Kempen Capital Management N.V. | 104,909 | $18.7M | 0.17% | −10,608−9.2% | Reduced |
| Banco Santander, S.A. | 104,687 | $18.6M | 0.17% | −17,446−14.3% | Reduced |
| ABN AMRO Bank N.V. | 104,367 | $18.5M | 0.18% | +104,367 | New |
| Xponance, Inc. | 103,502 | $18.4M | 0.15% | −3,336−3.1% | Reduced |
| Mackenzie Financial Corp | 102,504 | $18.3M | 0.02% | +15,615+18.0% | Added |
| Freestone Grove Partners LP | 101,272 | $18.0M | 0.13% | +89,367+750.7% | Added |
| Connors Investor Services Inc | 100,220 | $17.9M | 1.52% | +1,591+1.6% | Added |
| New York Life Investment Management LLC | 97,366 | $17.3M | 0.15% | +4,019+4.3% | Added |
| British Columbia Investment Management Corp | 94,090 | $16.8M | 0.10% | −7,932−7.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 93,967 | $16.7M | 0.10% | +10,047+12.0% | Added |
| HighTower Advisors, LLC | 93,429 | $16.7M | 0.02% | +3,422+3.8% | Added |
| CIBC Asset Management Inc | 92,712 | $16.5M | 0.05% | +6,596+7.7% | Added |
| Keybank National Association | 90,872 | $16.2M | 0.06% | −1,743−1.9% | Reduced |
| Appleton Partners Inc | 89,580 | $16.0M | 1.07% | +150+0.2% | Added |
| GSI Capital Advisors LLC | 88,409 | $15.7M | 8.90% | −5,268−5.6% | Reduced |
| Woodline Partners LP | 88,243 | $15.7M | 0.07% | +21,187+31.6% | Added |
| Northwestern Mutual Wealth Management Co | 87,298 | $15.6M | 0.01% | +2,387+2.8% | Added |
| Gradient Investments LLC | 87,143 | $15.5M | 0.26% | +87,143 | New |
| Federation des caisses Desjardins du Quebec | 86,803 | $15.5M | 0.06% | +16,283+23.1% | Added |
| Fifth Third Bancorp | 85,953 | $15.3M | 0.05% | +1,048+1.2% | Added |
| Public Employees Retirement Association of Colorado | 85,899 | $15.3M | 0.06% | −1,174−1.3% | Reduced |
| Commonwealth Equity Services, LLC | 85,507 | $15.2M | 0.02% | −6,588−7.2% | Reduced |
| Waratah Capital Advisors Ltd. | 84,837 | $15.1M | 1.03% | −50,951−37.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 84,770 | $15.1M | 0.14% | −55,002−39.4% | Reduced |
| Chilton Capital Management LLC | 83,687 | $14.9M | 0.50% | −5,009−5.6% | Reduced |
| Rafferty Asset Management, LLC | 83,296 | $14.8M | 0.05% | +4,564+5.8% | Added |
| Captrust Financial Advisors | 82,707 | $14.7M | 0.03% | +1,537+1.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 78,787 | $14.0M | 0.02% | +78,787 | New |
| Wealthfront Advisers LLC | 77,935 | $13.9M | 0.03% | +16,645+27.2% | Added |
| JustInvest LLC | 77,853 | $13.9M | 0.14% | +1,965+2.6% | Added |
| Venture Visionary Partners LLC | 77,605 | $13.8M | 0.48% | −2,967−3.7% | Reduced |
| Mutual of America Capital Management LLC | 76,550 | $13.6M | 0.14% | +1,253+1.7% | Added |
| Oregon Public Employees Retirement Fund | 76,500 | $13.6M | 0.18% | +22,850+42.6% | Added |
| Fred Alger Management, LLC | 76,136 | $13.6M | 0.05% | +9,243+13.8% | Added |
| Westpac Banking Corp | 75,991 | $13.5M | 0.84% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 75,155 | $13.4M | 1.34% | −742−1.0% | Reduced |
| Susquehanna International Group, LLP | 73,822 | $13.2M | 0.02% | −616,058−89.3% | Reduced |
| DuPont Capital Management Corp | 73,736 | $13.1M | 1.36% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 73,250 | $13.0M | 0.03% | −3,936−5.1% | Reduced |
| QRG Capital Management, Inc. | 71,371 | $12.7M | 0.15% | −16,442−18.7% | Reduced |
| ASR Vermogensbeheer N.V. | 70,833 | $12.6M | 0.15% | +9,138+14.8% | Added |
| Avanza Fonder AB | 70,459 | $12.6M | 0.33% | +6,055+9.4% | Added |
| Lido Advisors, LLC | 70,426 | $12.5M | 0.05% | +28,007+66.0% | Added |
| Central Trust Co | 70,368 | $12.5M | 0.26% | −152−0.2% | Reduced |
| OP Asset Management Ltd | 69,743 | $12.4M | 0.16% | +1,984+2.9% | Added |
| Nomura Holdings Inc | 69,207 | $12.3M | 0.06% | +69,207 | New |
| Norinchukin Bank, The | 66,615 | $11.9M | 0.16% | +5,287+8.6% | Added |
| Jump Financial, LLC | 65,416 | $11.7M | 0.15% | +11,903+22.2% | Added |
| DLD Asset Management, LP | 63,795 | $11.4M | 1.46% | −24,155−27.5% | Reduced |
| GDS Wealth Management | 63,763 | $11.4M | 0.75% | +7,699+13.7% | Added |
| Landscape Capital Management, L.L.C. | 63,385 | $11.3M | 0.72% | +50,324+385.3% | Added |
| Intech Investment Management LLC | 62,354 | $11.1M | 0.10% | −33,061−34.6% | Reduced |
| Oppenheimer Asset Management Inc. | 62,187 | $11.1M | 0.12% | −1,992−3.1% | Reduced |
| Investment Management Corp of Ontario | 62,090 | $11.1M | 0.17% | +25,245+68.5% | Added |
| Elo Mutual Pension Insurance Co | 61,898 | $11.0M | 0.18% | +13,644+28.3% | Added |
| Entropy Technologies, LP | 61,635 | $11.0M | 0.82% | +4,837+8.5% | Added |
| LGT Group Foundation | 60,943 | $10.9M | 0.13% | −3,175−5.0% | Reduced |
| CWM Advisors, LLC | 61,041 | $10.9M | 1.06% | −7,707−11.2% | Reduced |
| Kingdon Capital Management, L.L.C. | 60,000 | $10.7M | 1.67% | +5,000+9.1% | Added |
| Greenland Capital Management LP | 61,656 | $10.6M | 1.56% | +47,366+331.5% | Added |
| Agf Management Ltd | 59,658 | $10.6M | 0.05% | −1,177−1.9% | Reduced |
| Longbow Finance SA | 58,895 | $10.5M | 1.04% | 00.0% | Unchanged |
| CWM, LLC | 58,540 | $10.4M | 0.03% | +36,076+160.6% | Added |
| Advisors Asset Management, Inc. | 58,292 | $10.4M | 0.18% | −5,202−8.2% | Reduced |
| Azimuth Capital Investment Management LLC | 56,349 | $10.0M | 0.36% | −745−1.3% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 56,257 | $10.0M | 0.27% | −1,980−3.4% | Reduced |