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; 1,601 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 | 1,601 | $160.7B |
| Q1 2026 | 1,497 | $133.3B |
| Q4 2025 | 1,437 | $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 |
|---|---|---|---|---|---|
| Brookfield Asset Management Inc. | 298,131 | $55.3M | 0.07% | −19,439−6.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 300,009 | $55.7M | 0.08% | −72,140−19.4% | Reduced |
| Border to Coast Pensions Partnership Ltd | 300,000 | $55.8M | 0.97% | −25,000−7.7% | Reduced |
| CIBC World Markets Inc. | 305,886 | $56.8M | 0.10% | +24,125+8.6% | Added |
| Capital Research Global Investors | 306,310 | $56.9M | 0.01% | 00.0% | Unchanged |
| APG Asset Management N.V. | 364,974 | $57.7M | 0.16% | −18,536−4.8% | Reduced |
| Handelsbanken Fonder AB | 315,597 | $58.6M | 0.18% | +3,884+1.2% | Added |
| Royal London Asset Management Ltd | 327,965 | $60.9M | 0.13% | −1,458−0.4% | Reduced |
| Farallon Capital Management, L.L.C. | 343,000 | $63.7M | 0.33% | +343,000 | New |
| Bowen Hanes & Co Inc | 345,956 | $64.2M | 1.61% | −1250.0% | Reduced |
| State of Wisconsin Investment Board | 346,803 | $64.4M | 0.14% | +3,335+1.0% | Added |
| Chevy Chase Trust Holdings, Inc. | 350,274 | $65.0M | 0.18% | +6,680+1.9% | Added |
| Candriam Luxembourg S.C.A. | 352,361 | $65.4M | 0.33% | −54,898−13.5% | Reduced |
| LPL Financial LLC | 366,905 | $68.1M | 0.02% | +45,728+14.2% | Added |
| UniSuper Management Pty Ltd | 374,253 | $69.5M | 0.42% | −50,078−11.8% | Reduced |
| Van Eck Associates Corp | 382,195 | $70.9M | 0.06% | +23,102+6.4% | Added |
| Primecap Management Co | 384,309 | $71.3M | 0.05% | −6,200−1.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 384,545 | $71.4M | 0.36% | +4,386+1.2% | Added |
| Virginia Retirement Systems Et Al | 389,160 | $72.2M | 0.43% | +54,000+16.1% | Added |
| Toronto Dominion Bank | 401,176 | $74.5M | 0.13% | +3,886+1.0% | Added |
| Credit Agricole S A | 406,111 | $75.4M | 0.21% | +59,244+17.1% | Added |
| State of Alaska, Department of Revenue | 408,406 | $75.8M | 0.81% | +9,115+2.3% | Added |
| Danske Bank A/S | 416,520 | $77.3M | 0.18% | +38,499+10.2% | Added |
| Resona Asset Management Co.,Ltd. | 412,430 | $77.8M | 0.37% | −5,848−1.4% | Reduced |
| Manufacturers Life Insurance Company, The | 421,743 | $78.3M | 0.06% | +8,549+2.1% | Added |
| First Trust Advisors LP | 423,124 | $78.5M | 0.06% | −20,728−4.7% | Reduced |
| National Bank of Canada | 427,293 | $79.3M | 0.08% | +143,185+50.4% | Added |
| Victory Capital Management Inc | 429,875 | $79.8M | 0.05% | −2,914−0.7% | Reduced |
| TCW Group Inc | 434,372 | $80.6M | 0.58% | +395,354+1,013.3% | Added |
| Two Sigma Investments, LP | 449,129 | $83.4M | 0.12% | +59,840+15.4% | Added |
| Franklin Resources Inc | 472,953 | $87.8M | 0.02% | +32,778+7.4% | Added |
| New York State Teachers Retirement System | 475,523 | $88.3M | 0.17% | +8,964+1.9% | Added |
| AQR Capital Management LLC | 476,749 | $88.5M | 0.05% | −376,721−44.1% | Reduced |
| Adage Capital Partners GP, L.L.C. | 485,306 | $90.1M | 0.14% | −122,900−20.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 496,263 | $92.1M | 0.22% | −3,818−0.8% | Reduced |
| State of New Jersey Common Pension Fund D | 503,325 | $93.4M | 0.34% | +18,417+3.8% | Added |
| Apollo Management Holdings, L.P. | 514,660 | $95.5M | 0.95% | +514,660 | New |
| Retirement Systems of Alabama | 529,557 | $98.3M | 0.32% | +33,271+6.7% | Added |
| Bank of Montreal | 541,541 | $100.5M | 0.04% | +37,493+7.4% | Added |
| Aviva PLC | 548,820 | $101.9M | 0.17% | +29,266+5.6% | Added |
| State Board of Administration of Florida Retirement System | 591,681 | $109.8M | 0.19% | +10,048+1.7% | Added |
| Los Angeles Capital Management LLC | 643,574 | $116.4M | 0.40% | +459,678+250.0% | Added |
| Korea Investment CORP | 640,808 | $118.9M | 0.23% | −159,666−19.9% | Reduced |
| Neuberger Berman Group LLC | 652,174 | $121.1M | 0.09% | −49,869−7.1% | Reduced |
| Qube Research & Technologies Ltd | 665,830 | $123.6M | 0.18% | −1,151,072−63.4% | Reduced |
| Swedbank AB | 677,186 | $125.7M | 0.12% | −17,865−2.6% | Reduced |
| Envestnet Asset Management Inc | 680,683 | $126.3M | 0.04% | +182,667+36.7% | Added |
| Janus Henderson Group PLC | 688,968 | $127.8M | 0.06% | +47,428+7.4% | Added |
| STRS Ohio | 720,324 | $133.7M | 0.50% | +24,266+3.5% | Added |
| Macquarie Group Ltd | 720,895 | $133.8M | 0.59% | −969,263−57.3% | Reduced |
| Capital International Inc | 744,277 | $138.1M | 1.09% | +60,176+8.8% | Added |
| Congress Asset Management Co | 753,330 | $139.8M | 0.98% | +164,708+28.0% | Added |
| New York State Common Retirement Fund | 760,528 | $141.2M | 0.19% | −6,737−0.9% | Reduced |
| Storebrand Asset Management AS | 778,696 | $144.5M | 0.39% | +98,519+14.5% | Added |
| Natixis Advisors, L.P. | 791,122 | $146.8M | 0.21% | +115,849+17.2% | Added |
| Allianz Asset Management GmbH | 827,076 | $153.5M | 0.18% | −4,212−0.5% | Reduced |
| Pictet Asset Management Holding SA | 850,826 | $157.9M | 0.15% | +57,747+7.3% | Added |
| Heitman Real Estate Securities LLC | 892,711 | $165.7M | 11.65% | −85,847−8.8% | Reduced |
| Canada Pension Plan Investment Board | 916,022 | $170.0M | 0.11% | +444,787+94.4% | Added |
| Raymond James Financial Inc | 920,371 | $170.8M | 0.05% | +113,608+14.1% | Added |
| TD Asset Management Inc | 932,124 | $173.0M | 0.14% | +692,609+289.2% | Added |
| Actiam N.V. | 951,354 | $176.6M | 1.78% | +49,830+5.5% | Added |
| Aew Capital Management L P | 973,236 | $180.6M | 13.07% | −231,824−19.2% | Reduced |
| Royal Bank of Canada | 1,004,255 | $186.4M | 0.03% | +190,754+23.4% | Added |
| Adelante Capital Management LLC | 1,005,930 | $186.7M | 13.02% | +26,548+2.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,032,264 | $191.7M | 0.22% | +819,059+384.2% | Added |
| California State Teachers Retirement System | 1,042,366 | $193.5M | 0.19% | +7,302+0.7% | Added |
| KBC Group NV | 1,065,357 | $197.7M | 0.45% | +98,879+10.2% | Added |
| BNP Paribas Arbitrage, SA | 1,081,882 | $200.8M | 0.13% | +287,921+36.3% | Added |
| D. E. Shaw & Co., Inc. | 1,089,624 | $202.2M | 0.15% | −699,067−39.1% | Reduced |
| Citigroup Inc | 1,091,922 | $202.7M | 0.14% | +461,387+73.2% | Added |
| Zimmer Partners, LP | 1,116,725 | $207.3M | 5.46% | +10,480+0.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,128,958 | $209.5M | 0.45% | +333,928+42.0% | Added |
| Lasalle Investment Management Securities LLC | 1,140,399 | $211.7M | 8.48% | −52,888−4.4% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,167,278 | $217.8M | 0.35% | −13,759−1.2% | Reduced |
| Nomura Asset Management International Inc. | 1,215,273 | $225.6M | 0.34% | +1,215,273 | New |
| Public Employees Retirement System of Ohio | 1,218,219 | $226.1M | 0.71% | +5,322+0.4% | Added |
| Castle Hook Partners LP | 1,249,056 | $231.8M | 3.33% | −50,845−3.9% | Reduced |
| Wells Fargo & Company | 1,264,878 | $234.8M | 0.05% | +144,058+12.9% | Added |
| Bamco Inc | 1,277,492 | $237.1M | 0.64% | +90,558+7.6% | Added |
| Nomura Asset Management Co Ltd | 1,303,156 | $241.9M | 0.61% | −57,999−4.3% | Reduced |
| Alliancebernstein L.P. | 1,309,646 | $243.1M | 0.08% | +16,920+1.3% | Added |
| Asset Management One Co.,Ltd. | 1,295,970 | $245.7M | 0.68% | +28,894+2.3% | Added |
| Rhumbline Advisers | 1,336,459 | $248.1M | 0.20% | +53,907+4.2% | Added |
| Voya Investment Management LLC | 1,352,389 | $250.3M | 0.25% | −139,334−9.3% | Reduced |
| American Century Companies Inc | 1,374,551 | $255.1M | 0.13% | +125,231+10.0% | Added |
| Great West Life Assurance Co | 1,498,905 | $278.1M | 0.48% | −163,339−9.8% | Reduced |
| Schroder Investment Management Group | 1,632,233 | $303.0M | 0.23% | −95,306−5.5% | Reduced |
| Barclays PLC | 1,650,938 | $306.4M | 0.12% | −178,233−9.7% | Reduced |
| APG Asset Management US Inc. | 1,657,317 | $307.6M | 2.41% | +64,553+4.1% | Added |
| California Public Employees Retirement System | 1,662,173 | $308.5M | 0.18% | −9,072−0.5% | Reduced |
| Standard Life Aberdeen plc | 1,720,000 | $319.2M | 0.49% | −4,132−0.2% | Reduced |
| UBS Group AG | 1,762,436 | $327.1M | 0.06% | −1,515,685−46.2% | Reduced |
| Swiss National Bank | 1,832,800 | $340.2M | 0.20% | −52,300−2.8% | Reduced |
| National Pension Service | 1,918,528 | $356.1M | 0.26% | +226,597+13.4% | Added |
| Nordea Investment Management AB | 1,930,894 | $358.9M | 0.31% | +204,317+11.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,966,128 | $367.5M | 0.25% | +139,771+7.7% | Added |
| PGGM Investments | 2,038,211 | $378.3M | 5.99% | −762,541−27.2% | Reduced |
| SEI Investments Co | 2,410,842 | $447.5M | 0.44% | +104,216+4.5% | Added |
| Duff & Phelps Investment Management Co | 2,609,690 | $484.4M | 5.49% | +105,658+4.2% | Added |