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 |
|---|---|---|---|---|---|
| Connor, Clark & Lunn Investment Management Ltd. | 150,147 | $27.9M | 0.07% | +150,147 | New |
| Ensign Peak Advisors, Inc | 149,310 | $27.7M | 0.05% | −22,288−13.0% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 148,420 | $27.5M | 0.23% | +148,420 | New |
| GEM Realty Capital | 145,803 | $27.1M | 2.43% | +12,187+9.1% | Added |
| ProShare Advisors LLC | 144,239 | $26.8M | 0.05% | +11,529+8.7% | Added |
| Colony Group, LLC | 139,767 | $25.9M | 0.03% | +97,153+228.0% | Added |
| Swiss Life Asset Management Ltd | 138,267 | $25.7M | 0.13% | +13,254+10.6% | Added |
| Varma Mutual Pension Insurance Co | 137,676 | $25.6M | 0.15% | +900+0.7% | Added |
| DnB Asset Management AS | 135,115 | $25.1M | 0.09% | −5,766−4.1% | Reduced |
| Andra AP-fonden | 135,100 | $25.1M | 0.31% | −2,700−2.0% | Reduced |
| Rockefeller Capital Management L.P. | 131,768 | $24.5M | 0.04% | +10,712+8.8% | Added |
| Jones Financial Companies LLLP | 131,071 | $24.3M | 0.01% | +16,161+14.1% | Added |
| Assetmark, Inc | 131,066 | $24.3M | 0.05% | +5,488+4.4% | Added |
| WestEnd Advisors, LLC | 130,631 | $24.2M | 0.56% | −4,978−3.7% | Reduced |
| Mercer Global Advisors Inc | 128,993 | $23.9M | 0.04% | +3,595+2.9% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 126,797 | $23.5M | 0.06% | −85,013−40.1% | Reduced |
| Amalgamated Bank | 126,305 | $23.4M | 0.17% | −1,686−1.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 121,522 | $22.3M | 0.03% | +42,735+54.2% | Added |
| British Columbia Investment Management Corp | 118,681 | $22.0M | 0.12% | +24,591+26.1% | Added |
| USS Investment Management Ltd | 118,346 | $22.0M | 0.11% | +6,821+6.1% | Added |
| Woodline Partners LP | 116,629 | $21.6M | 0.08% | +28,386+32.2% | Added |
| Vert Asset Management LLC | 116,162 | $21.6M | 7.17% | −21,603−15.7% | Reduced |
| Kempen Capital Management N.V. | 116,066 | $21.5M | 0.18% | +11,157+10.6% | Added |
| Danica Pension, Livsforsikringsaktieselskab | 114,140 | $21.2M | 0.31% | 00.0% | Unchanged |
| Calamos Advisors LLC | 113,656 | $21.1M | 0.09% | −4,615−3.9% | Reduced |
| Vestcor Inc | 113,609 | $21.1M | 0.60% | −1,146−1.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 112,618 | $20.9M | 0.16% | −7,242−6.0% | Reduced |
| 1832 Asset Management L.P. | 112,407 | $20.9M | 0.03% | −593,580−84.1% | Reduced |
| Utah Retirement Systems | 111,542 | $20.7M | 0.20% | +998+0.9% | Added |
| Xponance, Inc. | 111,358 | $20.7M | 0.16% | +7,856+7.6% | Added |
| Ethic Inc. | 110,515 | $20.5M | 0.32% | +1,632+1.5% | Added |
| Groupe la Francaise | 107,814 | $20.0M | 0.29% | −21,485−16.6% | Reduced |
| ABN AMRO Bank N.V. | 107,539 | $19.9M | 0.19% | +3,172+3.0% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 107,160 | $19.9M | 0.18% | +107,160 | New |
| Capital Group Private Client Services, Inc. | 106,254 | $19.7M | 0.31% | −422−0.4% | Reduced |
| Tredje AP-fonden | 105,594 | $19.6M | 0.15% | −35,827−25.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 105,233 | $19.5M | 0.16% | −3,129−2.9% | Reduced |
| Yousif Capital Management, LLC | 103,795 | $19.5M | 0.21% | −3,264−3.0% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 104,967 | $19.5M | 0.54% | −16,441−13.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 104,884 | $19.5M | 0.11% | +10,917+11.6% | Added |
| La Banque Postale Asset Management SA | 99,444 | $18.5M | 0.21% | +74,995+306.7% | Added |
| New York Life Investment Management LLC | 99,222 | $18.4M | 0.16% | +1,856+1.9% | Added |
| Ossiam | 98,616 | $18.3M | 0.37% | +87,117+757.6% | Added |
| New Age Alpha Advisors, LLC | 97,675 | $18.1M | 0.78% | −10,307−9.5% | Reduced |
| Connors Investor Services Inc | 96,991 | $18.0M | 1.55% | −3,229−3.2% | Reduced |
| HighTower Advisors, LLC | 95,990 | $17.8M | 0.02% | +2,561+2.7% | Added |
| ASR Vermogensbeheer N.V. | 95,577 | $17.7M | 0.21% | +24,744+34.9% | Added |
| M&T Bank Corp | 94,194 | $17.5M | 0.06% | +75,687+409.0% | Added |
| Appleton Partners Inc | 92,966 | $17.3M | 1.14% | +3,386+3.8% | Added |
| Easterly Investment Partners LLC | 92,403 | $17.2M | 1.05% | +59,967+184.9% | Added |
| Rakuten Investment Management, Inc. | 89,544 | $17.0M | 0.06% | +76,022+562.2% | Added |
| Knights of Columbus Asset Advisors LLC | 90,757 | $16.8M | 0.96% | −27,668−23.4% | Reduced |
| GSI Capital Advisors LLC | 89,689 | $16.6M | 9.32% | +1,280+1.4% | Added |
| Keybank National Association | 89,545 | $16.6M | 0.06% | −1,327−1.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 89,117 | $16.5M | 0.06% | +2,314+2.7% | Added |
| Commonwealth Equity Services, LLC | 88,257 | $16.4M | 0.02% | +2,750+3.2% | Added |
| Fifth Third Bancorp | 87,286 | $16.2M | 0.05% | +1,333+1.6% | Added |
| Public Employees Retirement Association of Colorado | 86,211 | $16.0M | 0.06% | +312+0.4% | Added |
| Oddo BHF Asset Management SAS | 86,147 | $16.0M | 0.60% | +45,391+111.4% | Added |
| Mariner, LLC | 85,839 | $15.9M | 0.02% | −22,456−20.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 85,817 | $15.9M | 0.01% | −1,481−1.7% | Reduced |
| JustInvest LLC | 84,237 | $15.6M | 0.15% | +6,384+8.2% | Added |
| Wealthfront Advisers LLC | 82,248 | $15.3M | 0.03% | +4,313+5.5% | Added |
| Captrust Financial Advisors | 82,000 | $15.2M | 0.03% | −707−0.9% | Reduced |
| Abn Amro Investment Solutions | 80,620 | $15.0M | 0.22% | +26,106+47.9% | Added |
| Rafferty Asset Management, LLC | 79,903 | $14.8M | 0.05% | −3,393−4.1% | Reduced |
| Cander Asset Management LP | 79,615 | $14.8M | 2.73% | +79,615 | New |
| Oregon Public Employees Retirement Fund | 78,635 | $14.6M | 0.19% | +2,135+2.8% | Added |
| Waratah Capital Advisors Ltd. | 77,730 | $14.4M | 1.10% | −7,107−8.4% | Reduced |
| Venture Visionary Partners LLC | 74,144 | $14.3M | 0.47% | −3,461−4.5% | Reduced |
| Mutual of America Capital Management LLC | 77,152 | $14.3M | 0.15% | +602+0.8% | Added |
| Janney Montgomery Scott LLC | 77,095 | $14.3M | 0.03% | +3,845+5.2% | Added |
| Chilton Capital Management LLC | 76,432 | $14.2M | 0.49% | −7,255−8.7% | Reduced |
| Avanza Fonder AB | 75,615 | $14.0M | 0.36% | +5,156+7.3% | Added |
| Susquehanna International Group, LLP | 75,080 | $13.9M | 0.02% | +1,258+1.7% | Added |
| Investment Management Corp of Ontario | 74,836 | $13.9M | 0.18% | +12,746+20.5% | Added |
| QRG Capital Management, Inc. | 74,058 | $13.7M | 0.15% | +2,687+3.8% | Added |
| Westpac Banking Corp | 73,591 | $13.7M | 0.86% | −2,400−3.2% | Reduced |
| Trust Co of Toledo NA | 73,277 | $13.6M | 1.34% | −1,878−2.5% | Reduced |
| OP Asset Management Ltd | 73,075 | $13.6M | 0.17% | +3,332+4.8% | Added |
| Truist Financial Corp | 70,074 | $13.0M | 0.02% | +19,100+37.5% | Added |
| Lido Advisors, LLC | 71,555 | $13.0M | 0.05% | +1,129+1.6% | Added |
| Mediolanum International Funds Ltd | 68,778 | $12.9M | 0.13% | −100,519−59.4% | Reduced |
| CWM Advisors, LLC | 69,259 | $12.9M | 1.16% | +8,218+13.5% | Added |
| Norinchukin Bank, The | 69,123 | $12.8M | 0.15% | +2,508+3.8% | Added |
| Oppenheimer Asset Management Inc. | 67,899 | $12.6M | 0.15% | +5,712+9.2% | Added |
| GDS Wealth Management | 67,828 | $12.6M | 0.79% | +4,065+6.4% | Added |
| Central Trust Co | 67,035 | $12.4M | 0.24% | −3,333−4.7% | Reduced |
| DLD Asset Management, LP | 65,720 | $12.2M | 1.27% | +1,925+3.0% | Added |
| Worldquant Millennium Advisors LLC | 64,190 | $11.9M | 0.05% | −234,427−78.5% | Reduced |
| MML Investors Services, LLC | 63,502 | $11.8M | 0.03% | +19,594+44.6% | Added |
| Allstate Corp | 63,422 | $11.8M | 0.16% | +34,466+119.0% | Added |
| US Bancorp | 62,337 | $11.6M | 0.01% | +11,937+23.7% | Added |
| Advisors Asset Management, Inc. | 60,213 | $11.2M | 0.19% | +1,921+3.3% | Added |
| Fred Alger Management, LLC | 59,419 | $11.0M | 0.04% | −16,717−22.0% | Reduced |
| Pacer Advisors, Inc. | 58,697 | $10.9M | 0.03% | +5,344+10.0% | Added |
| Allspring Global Investments Holdings, LLC | 58,137 | $10.9M | 0.02% | +3,911+7.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 57,943 | $10.8M | 0.09% | −26,827−31.6% | Reduced |
| LGT Group Foundation | 55,313 | $10.4M | 0.11% | −5,630−9.2% | Reduced |
| Mizuho Securities USA LLC | 49,974 | $10.4M | 0.17% | +1,261+2.6% | Added |