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
- 1,437
- +127 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
- 212
- 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 |
|---|---|---|---|---|---|
| Tredje AP-fonden | 105,594 | $19.6M | 0.15% | −35,827−25.3% | Reduced |
| Capital Group Private Client Services, Inc. | 106,254 | $19.7M | 0.31% | −422−0.4% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 107,160 | $19.9M | 0.18% | +107,160 | New |
| ABN AMRO Bank N.V. | 107,539 | $19.9M | 0.19% | +3,172+3.0% | Added |
| Groupe la Francaise | 107,814 | $20.0M | 0.29% | −21,485−16.6% | Reduced |
| Ethic Inc. | 110,515 | $20.5M | 0.32% | +1,632+1.5% | Added |
| Xponance, Inc. | 111,358 | $20.7M | 0.16% | +7,856+7.6% | Added |
| Utah Retirement Systems | 111,542 | $20.7M | 0.20% | +998+0.9% | Added |
| 1832 Asset Management L.P. | 112,407 | $20.9M | 0.03% | −593,580−84.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 112,618 | $20.9M | 0.16% | −7,242−6.0% | Reduced |
| Vestcor Inc | 113,609 | $21.1M | 0.60% | −1,146−1.0% | Reduced |
| Calamos Advisors LLC | 113,656 | $21.1M | 0.09% | −4,615−3.9% | Reduced |
| Danica Pension, Livsforsikringsaktieselskab | 114,140 | $21.2M | 0.31% | 00.0% | Unchanged |
| Kempen Capital Management N.V. | 116,066 | $21.5M | 0.18% | +11,157+10.6% | Added |
| Vert Asset Management LLC | 116,162 | $21.6M | 7.17% | −21,603−15.7% | Reduced |
| Woodline Partners LP | 116,629 | $21.6M | 0.08% | +28,386+32.2% | Added |
| USS Investment Management Ltd | 118,346 | $22.0M | 0.11% | +6,821+6.1% | Added |
| British Columbia Investment Management Corp | 118,681 | $22.0M | 0.12% | +24,591+26.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 121,522 | $22.3M | 0.03% | +42,735+54.2% | Added |
| Amalgamated Bank | 126,305 | $23.4M | 0.17% | −1,686−1.3% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 126,797 | $23.5M | 0.06% | −85,013−40.1% | Reduced |
| Mercer Global Advisors Inc | 128,993 | $23.9M | 0.04% | +3,595+2.9% | Added |
| WestEnd Advisors, LLC | 130,631 | $24.2M | 0.56% | −4,978−3.7% | Reduced |
| Assetmark, Inc | 131,066 | $24.3M | 0.05% | +5,488+4.4% | Added |
| Jones Financial Companies LLLP | 131,071 | $24.3M | 0.01% | +16,161+14.1% | Added |
| Rockefeller Capital Management L.P. | 131,768 | $24.5M | 0.04% | +10,712+8.8% | Added |
| Andra AP-fonden | 135,100 | $25.1M | 0.31% | −2,700−2.0% | Reduced |
| DnB Asset Management AS | 135,115 | $25.1M | 0.09% | −5,766−4.1% | Reduced |
| Varma Mutual Pension Insurance Co | 137,676 | $25.6M | 0.15% | +900+0.7% | Added |
| Swiss Life Asset Management Ltd | 138,267 | $25.7M | 0.13% | +13,254+10.6% | Added |
| Colony Group, LLC | 139,767 | $25.9M | 0.03% | +97,153+228.0% | Added |
| ProShare Advisors LLC | 144,239 | $26.8M | 0.05% | +11,529+8.7% | Added |
| GEM Realty Capital | 145,803 | $27.1M | 2.43% | +12,187+9.1% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 148,420 | $27.5M | 0.23% | +148,420 | New |
| Ensign Peak Advisors, Inc | 149,310 | $27.7M | 0.05% | −22,288−13.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 150,147 | $27.9M | 0.07% | +150,147 | New |
| Capital International Sarl | 150,674 | $28.0M | 0.45% | +101,947+209.2% | Added |
| Thrivent Financial for Lutherans | 151,666 | $28.2M | 0.05% | +30,939+25.6% | Added |
| Quantinno Capital Management LP | 159,570 | $29.6M | 0.06% | +44,707+38.9% | Added |
| Balyasny Asset Management LLC | 159,778 | $29.7M | 0.06% | −217,770−57.7% | Reduced |
| CIBC Asset Management Inc | 161,259 | $29.9M | 0.07% | +68,547+73.9% | Added |
| Banco Santander, S.A. | 165,390 | $30.7M | 0.23% | +60,703+58.0% | Added |
| Guggenheim Capital LLC | 166,415 | $30.9M | 0.23% | +7,626+4.8% | Added |
| Acadian Asset Management LLC | 167,239 | $31.0M | 0.05% | −124,699−42.7% | Reduced |
| Teacher Retirement System of Texas | 169,742 | $31.5M | 0.11% | −135,195−44.3% | Reduced |
| Gotham Asset Management, LLC | 170,159 | $31.6M | 0.12% | +27,772+19.5% | Added |
| Prudential PLC | 171,108 | $31.8M | 0.25% | −25,754−13.1% | Reduced |
| Hazelview Securities Inc. | 170,783 | $31.9M | 6.15% | −44,283−20.6% | Reduced |
| Umb Bank N A | 172,548 | $32.0M | 0.43% | −7,388−4.1% | Reduced |
| Renaissance Technologies LLC | 173,063 | $32.1M | 0.05% | −188,600−52.1% | Reduced |
| Public Sector Pension Investment Board | 174,787 | $32.4M | 0.11% | +30,568+21.2% | Added |
| Groupama Asset Managment | 177,503 | $32.9M | 0.48% | −5,765−3.1% | Reduced |
| Bank of Nova Scotia | 178,091 | $33.1M | 0.05% | +31,297+21.3% | Added |
| NEOS Investment Management LLC | 179,251 | $33.3M | 0.19% | +47,762+36.3% | Added |
| State of Michigan Retirement System | 179,709 | $33.4M | 0.16% | −1,200−0.7% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 180,643 | $33.5M | 0.13% | +50,737+39.1% | Added |
| Czech National Bank | 180,974 | $33.6M | 0.22% | +11,107+6.5% | Added |
| Federated Hermes, Inc. | 181,670 | $33.7M | 0.06% | +30,601+20.3% | Added |
| B&I Capital AG | 181,840 | $33.8M | 12.00% | +20,400+12.6% | Added |
| MetLife Investment Management | 183,644 | $34.1M | 0.16% | −1,030−0.6% | Reduced |
| Erste Asset Management GmbH | 182,606 | $34.6M | 0.29% | −12,921−6.6% | Reduced |
| Nissay Asset Management Corp | 190,183 | $35.3M | 0.18% | +7,887+4.3% | Added |
| Citadel Advisors LLC | 190,187 | $35.3M | 0.02% | −50,055−20.8% | Reduced |
| Metis Global Partners, LLC | 191,852 | $35.6M | 0.84% | +12,775+7.1% | Added |
| Sanctuary Advisors, LLC | 192,466 | $35.7M | 0.20% | +529+0.3% | Added |
| Arizona State Retirement System | 192,892 | $35.8M | 0.19% | +1,850+1.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 195,052 | $36.2M | 0.05% | +45,214+30.2% | Added |
| Mackenzie Financial Corp | 195,238 | $36.6M | 0.04% | +92,734+90.5% | Added |
| Zurich Insurance Group Ltd | 201,194 | $37.3M | 0.26% | +37,469+22.9% | Added |
| Cetera Investment Advisers | 204,802 | $38.0M | 0.04% | +40,028+24.3% | Added |
| Toroso Investments, LLC | 211,419 | $39.2M | 0.16% | +1,507+0.7% | Added |
| Creative Planning | 211,603 | $39.3M | 0.03% | +10,640+5.3% | Added |
| EP Wealth Advisors, LLC | 214,614 | $39.8M | 0.21% | +214,614 | New |
| Ci Investments Inc. | 214,700 | $39.9M | 0.17% | +6,956+3.3% | Added |
| DekaBank Deutsche Girozentrale | 382,262 | $40.2M | 0.08% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 216,539 | $40.2M | 0.45% | +8,138+3.9% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 217,934 | $40.5M | 0.20% | +10,849+5.2% | Added |
| State of Tennessee, Treasury Department | 220,752 | $41.6M | 0.13% | +5,092+2.4% | Added |
| Braun Stacey Associates Inc | 224,153 | $41.6M | 1.35% | −2,859−1.3% | Reduced |
| The PNC Financial Services Group, Inc. | 224,453 | $41.7M | 0.02% | +3,293+1.5% | Added |
| Nisa Investment Advisors, LLC | 229,202 | $42.5M | 0.14% | −24,347−9.6% | Reduced |
| Squarepoint Ops LLC | 237,053 | $44.0M | 0.09% | +219,213+1,228.8% | Added |
| Natixis | 237,243 | $44.0M | 0.17% | −2,850−1.2% | Reduced |
| IFM Investors Pty Ltd | 241,967 | $44.9M | 0.37% | +9,129+3.9% | Added |
| Forsta Ap-Fonden | 242,600 | $45.0M | 0.27% | +13,800+6.0% | Added |
| Cerity Partners LLC | 245,423 | $45.6M | 0.07% | +9,095+3.8% | Added |
| Factory Mutual Insurance Co | 245,600 | $45.6M | 0.46% | −21,200−7.9% | Reduced |
| Advisor Group Holdings, Inc. | 258,764 | $48.0M | 0.07% | +14,283+5.8% | Added |
| SG Americas Securities, LLC | 260,308 | $48.3M | 0.06% | −26,967−9.4% | Reduced |
| CIBC World Markets Corp | 260,546 | $48.4M | 0.24% | +260,546 | New |
| Artisan Partners Limited Partnership | 262,930 | $48.8M | 0.07% | −202,263−43.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 265,169 | $49.2M | 0.39% | +16,801+6.8% | Added |
| M.D. Sass Investors Services, Inc. | 273,040 | $50.7M | 3.99% | −53,792−16.5% | Reduced |
| Stifel Financial Corp | 279,367 | $51.9M | 0.05% | +22,077+8.6% | Added |
| CORDA Investment Management, LLC. | 279,630 | $51.9M | 3.77% | −7,133−2.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 280,819 | $52.1M | 0.15% | +70,892+33.8% | Added |
| FIL Ltd | 282,899 | $52.5M | 0.04% | +21,528+8.2% | Added |
| Uniplan Investment Counsel, Inc. | 286,847 | $53.2M | 5.35% | −37,929−11.7% | Reduced |
| Treasurer of the State of North Carolina | 288,112 | $53.5M | 0.17% | −12,775−4.2% | Reduced |
| KLP Kapitalforvaltning AS | 291,146 | $54.0M | 0.21% | +50,900+21.2% | Added |