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, Q4 2025
Institutional positions in Welltower Inc. as of Dec 31, 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
- 1,438
- +128 vs. Q3 2025
- Shares held
- 676.5M
- +52.4M (+8.4%) vs. Q3 2025
- Total value
- $125.5B
- +$14.4B (+13.0%) vs. Q3 2025
- New holders
- 213
- 611 more added
- Sold out
- 85
- 408 more reduced
27 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 92,421,471 | $17.2B | 0.25% | +2,643,088+2.9% | Added |
| BlackRock, Inc. | 72,780,654 | $13.5B | 0.23% | +3,365,563+4.8% | Added |
| Capital International Investors | 47,431,769 | $8.81B | 1.38% | +915,514+2.0% | Added |
| State Street Corp | 41,760,328 | $7.75B | 0.26% | +506,374+1.2% | Added |
| Cohen & Steers, Inc. | 33,513,672 | $6.22B | 11.25% | −55,663−0.2% | Reduced |
| Norges Bank | 29,450,268 | $5.47B | 0.58% | +29,450,268 | New |
| FMR LLC | 20,823,073 | $3.86B | 0.20% | +929,150+4.7% | Added |
| Bank of America Corp | 20,403,258 | $3.79B | 0.28% | +1,024,668+5.3% | Added |
| Wellington Management Group LLP | 18,654,487 | $3.46B | 0.61% | −1,363,479−6.8% | Reduced |
| Geode Capital Management, LLC | 17,007,371 | $3.16B | 0.19% | +774,692+4.8% | Added |
| Price T Rowe Associates Inc | 16,826,035 | $3.12B | 0.34% | +1,734,922+11.5% | Added |
| Capital World Investors | 10,744,520 | $1.99B | 0.27% | +6,497,258+153.0% | Added |
| Principal Financial Group Inc | 10,094,083 | $1.87B | 0.96% | −89,976−0.9% | Reduced |
| Morgan Stanley | 10,067,111 | $1.87B | 0.11% | +472,270+4.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9,223,095 | $1.71B | 1.50% | +2,043,356+28.5% | Added |
| Northern Trust Corp | 8,986,312 | $1.67B | 0.21% | −119,756−1.3% | Reduced |
| JPMorgan Chase & Co | 8,440,994 | $1.57B | 0.11% | +626,311+8.0% | Added |
| Charles Schwab Investment Management Inc | 8,405,589 | $1.56B | 0.24% | +422,037+5.3% | Added |
| Dimensional Fund Advisors LP | 8,287,084 | $1.54B | 0.32% | +878,914+11.9% | Added |
| Legal & General Group Plc | 7,307,319 | $1.36B | 0.30% | +586,323+8.7% | Added |
| Invesco Ltd. | 6,916,027 | $1.28B | 0.12% | −90,018−1.3% | Reduced |
| Deutsche Bank AG | 5,736,928 | $1.06B | 0.35% | +990,176+20.9% | Added |
| Centersquare Investment Management LLC | 5,542,002 | $1.03B | 10.15% | +284,812+5.4% | Added |
| Nuveen, LLC | 5,065,776 | $940.3M | 0.25% | −7,485−0.1% | Reduced |
| Daiwa Securities Group Inc. | 4,477,906 | $831.1M | 2.70% | −429,532−8.8% | Reduced |
| Goldman Sachs Group Inc | 4,474,117 | $830.4M | 0.12% | −1,594,320−26.3% | Reduced |
| Bank of New York Mellon Corp | 4,028,436 | $747.7M | 0.13% | +15,503+0.4% | Added |
| Resolution Capital Ltd | 3,571,378 | $662.9M | 14.65% | −631,706−15.0% | Reduced |
| Amundi | 3,500,893 | $649.8M | 0.18% | −645,562−15.6% | Reduced |
| WCM Investment Management, LLC | 3,281,537 | $616.9M | 1.27% | +3,139,923+2,217.2% | Added |
| Cbre Clarion Securities LLC | 3,229,678 | $599.5M | 8.80% | +185,733+6.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,185,340 | $591.2M | 0.35% | +16,150+0.5% | Added |
| Prudential Financial Inc | 2,929,178 | $543.7M | 0.66% | −178,728−5.8% | Reduced |
| HSBC Holdings PLC | 2,890,794 | $536.8M | 0.31% | +529,505+22.4% | Added |
| Russell Investments Group, Ltd. | 2,713,841 | $504.0M | 0.55% | −667,625−19.7% | Reduced |
| Ameriprise Financial Inc | 2,715,378 | $495.8M | 0.11% | −56,869−2.1% | Reduced |
| Duff & Phelps Investment Management Co | 2,609,690 | $484.4M | 5.49% | +105,658+4.2% | Added |
| SEI Investments Co | 2,410,842 | $447.5M | 0.44% | +104,216+4.5% | Added |
| PGGM Investments | 2,038,211 | $378.3M | 5.99% | −762,541−27.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,966,128 | $367.5M | 0.25% | +139,771+7.7% | Added |
| Nordea Investment Management AB | 1,930,894 | $358.9M | 0.31% | +204,317+11.8% | Added |
| National Pension Service | 1,918,528 | $356.1M | 0.26% | +226,597+13.4% | Added |
| Swiss National Bank | 1,832,800 | $340.2M | 0.20% | −52,300−2.8% | Reduced |
| UBS Group AG | 1,762,436 | $327.1M | 0.06% | −1,515,685−46.2% | Reduced |
| Standard Life Aberdeen plc | 1,720,000 | $319.2M | 0.49% | −4,132−0.2% | Reduced |
| California Public Employees Retirement System | 1,662,173 | $308.5M | 0.18% | −9,072−0.5% | Reduced |
| APG Asset Management US Inc. | 1,657,317 | $307.6M | 2.41% | +64,553+4.1% | Added |
| Barclays PLC | 1,650,938 | $306.4M | 0.12% | −178,233−9.7% | Reduced |
| Schroder Investment Management Group | 1,632,233 | $303.0M | 0.23% | −95,306−5.5% | Reduced |
| Great West Life Assurance Co | 1,498,905 | $278.1M | 0.48% | −163,339−9.8% | Reduced |
| American Century Companies Inc | 1,374,551 | $255.1M | 0.13% | +125,231+10.0% | Added |
| Voya Investment Management LLC | 1,352,389 | $250.3M | 0.25% | −139,334−9.3% | Reduced |
| Rhumbline Advisers | 1,336,459 | $248.1M | 0.20% | +53,907+4.2% | Added |
| Asset Management One Co.,Ltd. | 1,295,970 | $245.7M | 0.68% | +28,894+2.3% | Added |
| Alliancebernstein L.P. | 1,309,646 | $243.1M | 0.08% | +16,920+1.3% | Added |
| Nomura Asset Management Co Ltd | 1,303,156 | $241.9M | 0.61% | −57,999−4.3% | Reduced |
| Bamco Inc | 1,277,492 | $237.1M | 0.64% | +90,558+7.6% | Added |
| Wells Fargo & Company | 1,264,878 | $234.8M | 0.05% | +144,058+12.9% | Added |
| Castle Hook Partners LP | 1,249,056 | $231.8M | 3.33% | −50,845−3.9% | Reduced |
| Public Employees Retirement System of Ohio | 1,218,219 | $226.1M | 0.71% | +5,322+0.4% | Added |
| Nomura Asset Management International Inc. | 1,215,273 | $225.6M | 0.34% | +1,215,273 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,167,278 | $217.8M | 0.35% | −13,759−1.2% | Reduced |
| Lasalle Investment Management Securities LLC | 1,140,399 | $211.7M | 8.48% | −52,888−4.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,128,958 | $209.5M | 0.45% | +333,928+42.0% | Added |
| Zimmer Partners, LP | 1,116,725 | $207.3M | 5.46% | +10,480+0.9% | Added |
| Citigroup Inc | 1,091,922 | $202.7M | 0.14% | +461,387+73.2% | Added |
| D. E. Shaw & Co., Inc. | 1,089,624 | $202.2M | 0.15% | −699,067−39.1% | Reduced |
| BNP Paribas Arbitrage, SA | 1,081,882 | $200.8M | 0.13% | +287,921+36.3% | Added |
| KBC Group NV | 1,065,357 | $197.7M | 0.45% | +98,879+10.2% | Added |
| California State Teachers Retirement System | 1,042,366 | $193.5M | 0.19% | +7,302+0.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,032,264 | $191.7M | 0.22% | +819,059+384.2% | Added |
| Adelante Capital Management LLC | 1,005,930 | $186.7M | 13.02% | +26,548+2.7% | Added |
| Royal Bank of Canada | 1,004,255 | $186.4M | 0.03% | +190,754+23.4% | Added |
| Aew Capital Management L P | 973,236 | $180.6M | 13.07% | −231,824−19.2% | Reduced |
| Actiam N.V. | 951,354 | $176.6M | 1.78% | +49,830+5.5% | Added |
| TD Asset Management Inc | 932,124 | $173.0M | 0.14% | +692,609+289.2% | Added |
| Raymond James Financial Inc | 920,371 | $170.8M | 0.05% | +113,608+14.1% | Added |
| Canada Pension Plan Investment Board | 916,022 | $170.0M | 0.11% | +444,787+94.4% | Added |
| Heitman Real Estate Securities LLC | 892,711 | $165.7M | 11.65% | −85,847−8.8% | Reduced |
| Pictet Asset Management Holding SA | 850,826 | $157.9M | 0.15% | +57,747+7.3% | Added |
| Allianz Asset Management GmbH | 827,076 | $153.5M | 0.18% | −4,212−0.5% | Reduced |
| Natixis Advisors, L.P. | 791,122 | $146.8M | 0.21% | +115,849+17.2% | Added |
| Storebrand Asset Management AS | 778,696 | $144.5M | 0.39% | +98,519+14.5% | Added |
| New York State Common Retirement Fund | 760,528 | $141.2M | 0.19% | −6,737−0.9% | Reduced |
| Congress Asset Management Co | 753,330 | $139.8M | 0.98% | +164,708+28.0% | Added |
| Capital International Inc | 744,277 | $138.1M | 1.09% | +60,176+8.8% | Added |
| Macquarie Group Ltd | 720,895 | $133.8M | 0.59% | −969,263−57.3% | Reduced |
| STRS Ohio | 720,324 | $133.7M | 0.50% | +24,266+3.5% | Added |
| Janus Henderson Group PLC | 688,968 | $127.8M | 0.06% | +47,428+7.4% | Added |
| Envestnet Asset Management Inc | 680,683 | $126.3M | 0.04% | +182,667+36.7% | Added |
| Swedbank AB | 677,186 | $125.7M | 0.12% | −17,865−2.6% | Reduced |
| Qube Research & Technologies Ltd | 665,830 | $123.6M | 0.18% | −1,151,072−63.4% | Reduced |
| Neuberger Berman Group LLC | 652,174 | $121.1M | 0.09% | −49,869−7.1% | Reduced |
| Korea Investment CORP | 640,808 | $118.9M | 0.23% | −159,666−19.9% | Reduced |
| Los Angeles Capital Management LLC | 643,574 | $116.4M | 0.40% | +459,678+250.0% | Added |
| State Board of Administration of Florida Retirement System | 591,681 | $109.8M | 0.19% | +10,048+1.7% | Added |
| Aviva PLC | 548,820 | $101.9M | 0.17% | +29,266+5.6% | Added |
| Bank of Montreal | 541,541 | $100.5M | 0.04% | +37,493+7.4% | Added |
| Retirement Systems of Alabama | 529,557 | $98.3M | 0.32% | +33,271+6.7% | Added |
| Apollo Management Holdings, L.P. | 514,660 | $95.5M | 0.95% | +514,660 | New |