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 |
|---|---|---|---|---|---|
| State of New Jersey Common Pension Fund D | 503,325 | $93.4M | 0.34% | +18,417+3.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 496,263 | $92.1M | 0.22% | −3,818−0.8% | Reduced |
| Adage Capital Partners GP, L.L.C. | 485,306 | $90.1M | 0.14% | −122,900−20.2% | Reduced |
| AQR Capital Management LLC | 476,749 | $88.5M | 0.05% | −376,721−44.1% | Reduced |
| New York State Teachers Retirement System | 475,523 | $88.3M | 0.17% | +8,964+1.9% | Added |
| Franklin Resources Inc | 472,953 | $87.8M | 0.02% | +32,778+7.4% | Added |
| Two Sigma Investments, LP | 449,129 | $83.4M | 0.12% | +59,840+15.4% | Added |
| TCW Group Inc | 434,372 | $80.6M | 0.58% | +395,354+1,013.3% | Added |
| Victory Capital Management Inc | 429,875 | $79.8M | 0.05% | −2,914−0.7% | Reduced |
| National Bank of Canada | 427,293 | $79.3M | 0.08% | +143,185+50.4% | Added |
| First Trust Advisors LP | 423,124 | $78.5M | 0.06% | −20,728−4.7% | Reduced |
| Manufacturers Life Insurance Company, The | 421,743 | $78.3M | 0.06% | +8,549+2.1% | Added |
| Resona Asset Management Co.,Ltd. | 412,430 | $77.8M | 0.37% | −5,848−1.4% | Reduced |
| Danske Bank A/S | 416,520 | $77.3M | 0.18% | +38,499+10.2% | Added |
| State of Alaska, Department of Revenue | 408,406 | $75.8M | 0.81% | +9,115+2.3% | Added |
| Credit Agricole S A | 406,111 | $75.4M | 0.21% | +59,244+17.1% | Added |
| Toronto Dominion Bank | 401,176 | $74.5M | 0.13% | +3,886+1.0% | Added |
| Virginia Retirement Systems Et Al | 389,160 | $72.2M | 0.43% | +54,000+16.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 384,545 | $71.4M | 0.36% | +4,386+1.2% | Added |
| Primecap Management Co | 384,309 | $71.3M | 0.05% | −6,200−1.6% | Reduced |
| Van Eck Associates Corp | 382,195 | $70.9M | 0.06% | +23,102+6.4% | Added |
| UniSuper Management Pty Ltd | 374,253 | $69.5M | 0.42% | −50,078−11.8% | Reduced |
| LPL Financial LLC | 366,905 | $68.1M | 0.02% | +45,728+14.2% | Added |
| Candriam Luxembourg S.C.A. | 352,361 | $65.4M | 0.33% | −54,898−13.5% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 350,274 | $65.0M | 0.18% | +6,680+1.9% | Added |
| State of Wisconsin Investment Board | 346,803 | $64.4M | 0.14% | +3,335+1.0% | Added |
| Bowen Hanes & Co Inc | 345,956 | $64.2M | 1.61% | −1250.0% | Reduced |
| Farallon Capital Management, L.L.C. | 343,000 | $63.7M | 0.33% | +343,000 | New |
| Royal London Asset Management Ltd | 327,965 | $60.9M | 0.13% | −1,458−0.4% | Reduced |
| Handelsbanken Fonder AB | 315,597 | $58.6M | 0.18% | +3,884+1.2% | Added |
| APG Asset Management N.V. | 364,974 | $57.7M | 0.16% | −18,536−4.8% | Reduced |
| Capital Research Global Investors | 306,310 | $56.9M | 0.01% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 305,886 | $56.8M | 0.10% | +24,125+8.6% | Added |
| Border to Coast Pensions Partnership Ltd | 300,000 | $55.8M | 0.97% | −25,000−7.7% | Reduced |
| Robeco Institutional Asset Management B.V. | 300,009 | $55.7M | 0.08% | −72,140−19.4% | Reduced |
| Brookfield Asset Management Inc. | 298,131 | $55.3M | 0.07% | −19,439−6.1% | Reduced |
| KLP Kapitalforvaltning AS | 291,146 | $54.0M | 0.21% | +50,900+21.2% | Added |
| Treasurer of the State of North Carolina | 288,112 | $53.5M | 0.17% | −12,775−4.2% | Reduced |
| Uniplan Investment Counsel, Inc. | 286,847 | $53.2M | 5.35% | −37,929−11.7% | Reduced |
| FIL Ltd | 282,899 | $52.5M | 0.04% | +21,528+8.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 280,819 | $52.1M | 0.15% | +70,892+33.8% | Added |
| CORDA Investment Management, LLC. | 279,630 | $51.9M | 3.77% | −7,133−2.5% | Reduced |
| Stifel Financial Corp | 279,367 | $51.9M | 0.05% | +22,077+8.6% | Added |
| M.D. Sass Investors Services, Inc. | 273,040 | $50.7M | 3.99% | −53,792−16.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 265,169 | $49.2M | 0.39% | +16,801+6.8% | Added |
| Artisan Partners Limited Partnership | 262,930 | $48.8M | 0.07% | −202,263−43.5% | Reduced |
| CIBC World Markets Corp | 260,546 | $48.4M | 0.24% | +260,546 | New |
| SG Americas Securities, LLC | 260,308 | $48.3M | 0.06% | −26,967−9.4% | Reduced |
| Advisor Group Holdings, Inc. | 258,764 | $48.0M | 0.07% | +14,283+5.8% | Added |
| Factory Mutual Insurance Co | 245,600 | $45.6M | 0.46% | −21,200−7.9% | Reduced |
| Cerity Partners LLC | 245,423 | $45.6M | 0.07% | +9,095+3.8% | Added |
| Forsta Ap-Fonden | 242,600 | $45.0M | 0.27% | +13,800+6.0% | Added |
| IFM Investors Pty Ltd | 241,967 | $44.9M | 0.37% | +9,129+3.9% | Added |
| Natixis | 237,243 | $44.0M | 0.17% | −2,850−1.2% | Reduced |
| Squarepoint Ops LLC | 237,053 | $44.0M | 0.09% | +219,213+1,228.8% | Added |
| Nisa Investment Advisors, LLC | 229,202 | $42.5M | 0.14% | −24,347−9.6% | Reduced |
| The PNC Financial Services Group, Inc. | 224,453 | $41.7M | 0.02% | +3,293+1.5% | Added |
| Braun Stacey Associates Inc | 224,153 | $41.6M | 1.35% | −2,859−1.3% | Reduced |
| State of Tennessee, Treasury Department | 220,752 | $41.6M | 0.13% | +5,092+2.4% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 217,934 | $40.5M | 0.20% | +10,849+5.2% | Added |
| NewEdge Wealth, LLC | 216,539 | $40.2M | 0.45% | +8,138+3.9% | Added |
| DekaBank Deutsche Girozentrale | 382,262 | $40.2M | 0.08% | 00.0% | Unchanged |
| Ci Investments Inc. | 214,700 | $39.9M | 0.17% | +6,956+3.3% | Added |
| EP Wealth Advisors, LLC | 214,614 | $39.8M | 0.21% | +214,614 | New |
| Creative Planning | 211,603 | $39.3M | 0.03% | +10,640+5.3% | Added |
| Toroso Investments, LLC | 211,419 | $39.2M | 0.16% | +1,507+0.7% | Added |
| Cetera Investment Advisers | 204,802 | $38.0M | 0.04% | +40,028+24.3% | Added |
| Zurich Insurance Group Ltd | 201,194 | $37.3M | 0.26% | +37,469+22.9% | Added |
| Mackenzie Financial Corp | 195,238 | $36.6M | 0.04% | +92,734+90.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 195,052 | $36.2M | 0.05% | +45,214+30.2% | Added |
| Arizona State Retirement System | 192,892 | $35.8M | 0.19% | +1,850+1.0% | Added |
| Sanctuary Advisors, LLC | 192,466 | $35.7M | 0.20% | +529+0.3% | Added |
| Metis Global Partners, LLC | 191,852 | $35.6M | 0.84% | +12,775+7.1% | Added |
| Citadel Advisors LLC | 190,187 | $35.3M | 0.02% | −50,055−20.8% | Reduced |
| Nissay Asset Management Corp | 190,183 | $35.3M | 0.18% | +7,887+4.3% | Added |
| Erste Asset Management GmbH | 182,606 | $34.6M | 0.29% | −12,921−6.6% | Reduced |
| MetLife Investment Management | 183,644 | $34.1M | 0.16% | −1,030−0.6% | Reduced |
| B&I Capital AG | 181,840 | $33.8M | 12.00% | +20,400+12.6% | Added |
| Federated Hermes, Inc. | 181,670 | $33.7M | 0.06% | +30,601+20.3% | Added |
| Czech National Bank | 180,974 | $33.6M | 0.22% | +11,107+6.5% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 180,643 | $33.5M | 0.13% | +50,737+39.1% | Added |
| State of Michigan Retirement System | 179,709 | $33.4M | 0.16% | −1,200−0.7% | Reduced |
| NEOS Investment Management LLC | 179,251 | $33.3M | 0.19% | +47,762+36.3% | Added |
| Bank of Nova Scotia | 178,091 | $33.1M | 0.05% | +31,297+21.3% | Added |
| Groupama Asset Managment | 177,503 | $32.9M | 0.48% | −5,765−3.1% | Reduced |
| Public Sector Pension Investment Board | 174,787 | $32.4M | 0.11% | +30,568+21.2% | Added |
| Renaissance Technologies LLC | 173,063 | $32.1M | 0.05% | −188,600−52.1% | Reduced |
| Umb Bank N A | 172,548 | $32.0M | 0.43% | −7,388−4.1% | Reduced |
| Hazelview Securities Inc. | 170,783 | $31.9M | 6.15% | −44,283−20.6% | Reduced |
| Prudential PLC | 171,108 | $31.8M | 0.25% | −25,754−13.1% | Reduced |
| Gotham Asset Management, LLC | 170,159 | $31.6M | 0.12% | +27,772+19.5% | Added |
| Teacher Retirement System of Texas | 169,742 | $31.5M | 0.11% | −135,195−44.3% | Reduced |
| Acadian Asset Management LLC | 167,239 | $31.0M | 0.05% | −124,699−42.7% | Reduced |
| Guggenheim Capital LLC | 166,415 | $30.9M | 0.23% | +7,626+4.8% | Added |
| Banco Santander, S.A. | 165,390 | $30.7M | 0.23% | +60,703+58.0% | Added |
| CIBC Asset Management Inc | 161,259 | $29.9M | 0.07% | +68,547+73.9% | Added |
| Balyasny Asset Management LLC | 159,778 | $29.7M | 0.06% | −217,770−57.7% | Reduced |
| Quantinno Capital Management LP | 159,570 | $29.6M | 0.06% | +44,707+38.9% | Added |
| Thrivent Financial for Lutherans | 151,666 | $28.2M | 0.05% | +30,939+25.6% | Added |
| Capital International Sarl | 150,674 | $28.0M | 0.45% | +101,947+209.2% | Added |