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, Q1 2026
Institutional positions in Welltower Inc. as of Mar 31, 2026. 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
- 1,498
- +77 vs. Q4 2025
- Shares held
- 674.7M
- +120.6M (+21.8%) vs. Q4 2025
- Total value
- $133.3B
- +$30.5B (+29.7%) vs. Q4 2025
- New holders
- 178
- 670 more added
- Sold out
- 101
- 444 more reduced
17 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 74,003,756 | $14.6B | 0.26% | +1,223,102+1.7% | Added |
| Vanguard Capital Management LLC | 45,352,434 | $8.97B | 0.22% | +45,352,434 | New |
| Vanguard Portfolio Management LLC | 41,863,049 | $8.28B | 0.43% | +41,863,049 | New |
| State Street Corp | 41,560,777 | $8.22B | 0.28% | −199,551−0.5% | Reduced |
| Cohen & Steers, Inc. | 35,845,277 | $7.09B | 12.31% | +2,331,605+7.0% | Added |
| Capital International Investors | 35,817,366 | $7.08B | 1.66% | −11,614,403−24.5% | Reduced |
| FMR LLC | 22,175,983 | $4.38B | 0.23% | +1,352,910+6.5% | Added |
| Bank of America Corp | 21,750,501 | $4.30B | 0.31% | +1,347,243+6.6% | Added |
| Geode Capital Management, LLC | 17,767,889 | $3.51B | 0.22% | +760,518+4.5% | Added |
| Price T Rowe Associates Inc | 17,215,818 | $3.40B | 0.39% | +389,783+2.3% | Added |
| Wellington Management Group LLP | 16,950,076 | $3.35B | 0.63% | −1,704,411−9.1% | Reduced |
| Capital World Investors | 12,722,329 | $2.52B | 0.34% | +1,977,809+18.4% | Added |
| Principal Financial Group Inc | 9,606,655 | $1.90B | 1.01% | −487,428−4.8% | Reduced |
| Morgan Stanley | 9,046,607 | $1.79B | 0.11% | −1,020,504−10.1% | Reduced |
| Northern Trust Corp | 8,999,817 | $1.78B | 0.24% | +13,505+0.2% | Added |
| Charles Schwab Investment Management Inc | 8,829,439 | $1.75B | 0.27% | +423,850+5.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,768,922 | $1.73B | 1.58% | −454,173−4.9% | Reduced |
| JPMorgan Chase & Co | 8,666,680 | $1.69B | 0.11% | +225,686+2.7% | Added |
| Dimensional Fund Advisors LP | 8,345,022 | $1.65B | 0.34% | +57,938+0.7% | Added |
| UBS Asset Management Americas Inc | 8,170,874 | $1.62B | 0.34% | +8,148,400+36,257.0% | Added |
| Legal & General Group Plc | 7,239,197 | $1.43B | 0.33% | −68,122−0.9% | Reduced |
| Goldman Sachs Group Inc | 6,734,131 | $1.33B | 0.17% | +2,260,014+50.5% | Added |
| Invesco Ltd. | 6,634,404 | $1.31B | 0.13% | −281,623−4.1% | Reduced |
| Capital Research Global Investors | 6,534,932 | $1.29B | 0.20% | +6,228,622+2,033.4% | Added |
| Nuveen, LLC | 5,442,019 | $1.08B | 0.29% | +376,243+7.4% | Added |
| Centersquare Investment Management LLC | 5,242,709 | $1.04B | 10.72% | −299,293−5.4% | Reduced |
| Deutsche Bank AG | 5,144,394 | $1.02B | 0.34% | −592,534−10.3% | Reduced |
| Daiwa Securities Group Inc. | 4,283,582 | $846.9M | 2.44% | −194,324−4.3% | Reduced |
| Bank of New York Mellon Corp | 3,972,536 | $785.4M | 0.14% | −55,900−1.4% | Reduced |
| Vanguard Fiduciary Trust Co | 3,926,660 | $776.3M | 0.20% | +3,926,660 | New |
| Resolution Capital Ltd | 3,605,925 | $712.9M | 14.99% | +34,547+1.0% | Added |
| Ameriprise Financial Inc | 3,560,107 | $694.8M | 0.16% | +844,729+31.1% | Added |
| Amundi | 3,331,121 | $658.6M | 0.18% | −169,772−4.8% | Reduced |
| HSBC Holdings PLC | 3,231,108 | $639.0M | 0.38% | +340,314+11.8% | Added |
| WCM Investment Management, LLC | 3,256,983 | $636.1M | 1.45% | −24,554−0.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,177,717 | $628.3M | 0.41% | −7,623−0.2% | Reduced |
| Prudential Financial Inc | 3,035,898 | $600.2M | 0.74% | +106,720+3.6% | Added |
| Cbre Clarion Securities LLC | 3,006,833 | $594.5M | 8.81% | −222,845−6.9% | Reduced |
| Russell Investments Group, Ltd. | 2,869,519 | $567.0M | 0.61% | +155,678+5.7% | Added |
| SEI Investments Co | 2,658,479 | $525.6M | 0.48% | +247,637+10.3% | Added |
| Duff & Phelps Investment Management Co | 2,632,540 | $520.5M | 5.40% | +22,850+0.9% | Added |
| UBS Group AG | 2,464,410 | $487.2M | 0.09% | +701,974+39.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,137,546 | $422.6M | 0.28% | +171,418+8.7% | Added |
| D. E. Shaw & Co., Inc. | 2,079,154 | $411.1M | 0.32% | +989,530+90.8% | Added |
| Canada Pension Plan Investment Board | 2,027,043 | $400.8M | 0.26% | +1,111,021+121.3% | Added |
| Nordea Investment Management AB | 2,030,294 | $398.7M | 0.37% | +99,400+5.1% | Added |
| Swiss National Bank | 2,014,200 | $398.2M | 0.23% | +181,400+9.9% | Added |
| National Pension Service | 1,953,024 | $386.1M | 0.29% | +34,496+1.8% | Added |
| Alliancebernstein L.P. | 2,035,089 | $377.7M | 0.12% | +725,443+55.4% | Added |
| PGGM Investments | 1,751,383 | $346.3M | 6.07% | −286,828−14.1% | Reduced |
| APG Asset Management US Inc. | 1,692,393 | $336.5M | 2.59% | +35,076+2.1% | Added |
| Barclays PLC | 1,695,631 | $335.2M | 0.12% | +44,693+2.7% | Added |
| Standard Life Aberdeen plc | 1,685,701 | $333.3M | 0.54% | −34,299−2.0% | Reduced |
| Citadel Advisors LLC | 1,647,617 | $325.8M | 0.23% | +1,457,430+766.3% | Added |
| Great West Life Assurance Co | 1,532,757 | $303.8M | 0.54% | +33,852+2.3% | Added |
| Schroder Investment Management Group | 1,528,544 | $302.2M | 0.25% | −103,689−6.4% | Reduced |
| Vanguard Global Advisers, LLC | 1,526,277 | $301.8M | 0.16% | +1,526,277 | New |
| Wells Fargo & Company | 1,462,697 | $289.2M | 0.06% | +197,819+15.6% | Added |
| California Public Employees Retirement System | 1,420,440 | $280.8M | 0.17% | −241,733−14.5% | Reduced |
| Citigroup Inc | 1,366,340 | $270.1M | 0.17% | +274,418+25.1% | Added |
| Nomura Asset Management Co Ltd | 1,366,105 | $270.1M | 0.70% | +62,949+4.8% | Added |
| Bamco Inc | 1,344,941 | $265.9M | 0.80% | +67,449+5.3% | Added |
| Voya Investment Management LLC | 1,348,208 | $265.9M | 0.28% | −4,181−0.3% | Reduced |
| American Century Companies Inc | 1,328,735 | $262.7M | 0.14% | −45,816−3.3% | Reduced |
| Asset Management One Co.,Ltd. | 1,299,958 | $257.0M | 0.76% | +3,988+0.3% | Added |
| Rhumbline Advisers | 1,261,752 | $249.5M | 0.21% | −74,707−5.6% | Reduced |
| Lasalle Investment Management Securities LLC | 1,212,631 | $239.7M | 9.48% | +72,232+6.3% | Added |
| Vanguard Asset Management, Ltd | 1,198,867 | $237.0M | 0.20% | +1,198,867 | New |
| Castle Hook Partners LP | 1,191,651 | $235.6M | 4.76% | −57,405−4.6% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,176,500 | $232.3M | 0.40% | +9,222+0.8% | Added |
| BNP Paribas Arbitrage, SA | 1,164,261 | $230.2M | 0.15% | +82,379+7.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,125,102 | $222.4M | 0.48% | −3,856−0.3% | Reduced |
| Alphinity Investment Management Pty Ltd | 1,123,298 | $222.1M | 3.91% | +1,123,298 | New |
| SG Americas Securities, LLC | 1,122,894 | $222.0M | 0.24% | +862,586+331.4% | Added |
| Zimmer Partners, LP | 1,118,925 | $221.2M | 5.43% | +2,200+0.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,118,862 | $221.1M | 0.26% | +86,598+8.4% | Added |
| Public Employees Retirement System of Ohio | 1,068,639 | $211.3M | 0.68% | −149,580−12.3% | Reduced |
| KBC Group NV | 1,066,140 | $210.8M | 0.53% | +783+0.1% | Added |
| Aew Capital Management L P | 1,063,905 | $210.3M | 15.26% | +90,669+9.3% | Added |
| California State Teachers Retirement System | 1,035,323 | $204.7M | 0.22% | −7,043−0.7% | Reduced |
| Adelante Capital Management LLC | 1,029,079 | $203.5M | 14.38% | +23,149+2.3% | Added |
| Actiam N.V. | 997,300 | $197.2M | 1.93% | +45,946+4.8% | Added |
| TD Asset Management Inc | 952,538 | $188.3M | 0.15% | +20,414+2.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 923,823 | $182.6M | 0.30% | +896,692+3,305.0% | Added |
| Janus Henderson Group PLC | 898,586 | $177.7M | 0.08% | +209,618+30.4% | Added |
| Raymond James Financial Inc | 894,179 | $176.8M | 0.05% | −26,192−2.8% | Reduced |
| Royal Bank of Canada | 877,687 | $173.5M | 0.03% | −126,568−12.6% | Reduced |
| Pictet Asset Management Holding SA | 871,607 | $172.3M | 0.18% | +20,781+2.4% | Added |
| Worldquant Millennium Advisors LLC | 863,293 | $170.7M | 0.66% | +799,103+1,244.9% | Added |
| Natixis Advisors, L.P. | 843,869 | $166.8M | 0.23% | +52,747+6.7% | Added |
| Envestnet Asset Management Inc | 837,279 | $165.5M | 0.04% | +156,596+23.0% | Added |
| Capital International Inc | 822,750 | $162.7M | 1.25% | +78,473+10.5% | Added |
| Heitman Real Estate Securities LLC | 815,770 | $161.3M | 11.59% | −76,941−8.6% | Reduced |
| Nomura Asset Management International Inc. | 810,731 | $160.3M | 0.27% | −404,542−33.3% | Reduced |
| Korea Investment CORP | 808,659 | $159.9M | 0.33% | +167,851+26.2% | Added |
| Vanguard Investments Australia, Ltd. | 799,976 | $158.2M | 0.46% | +799,976 | New |
| New York State Common Retirement Fund | 790,728 | $156.3M | 0.22% | +30,200+4.0% | Added |
| Storebrand Asset Management AS | 786,605 | $155.5M | 0.45% | +7,909+1.0% | Added |
| Congress Asset Management Co | 750,200 | $148.3M | 1.06% | −3,130−0.4% | Reduced |
| Allianz Asset Management GmbH | 749,052 | $148.1M | 0.17% | −78,024−9.4% | Reduced |