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 |
|---|---|---|---|---|---|
| Wahed Invest LLC | 17,343 | $3.43M | 0.45% | −768−4.2% | Reduced |
| Sarasin & Partners LLP | 17,441 | $3.45M | 0.04% | −993−5.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 17,611 | $3.48M | 0.24% | 00.0% | Unchanged |
| Group One Trading, L.P. | 17,781 | $3.52M | 0.12% | +17,781 | New |
| Oppenheimer & Co Inc | 17,789 | $3.52M | 0.04% | +392+2.3% | Added |
| HB Wealth Management, LLC | 17,860 | $3.53M | 0.02% | +1,149+6.9% | Added |
| Lincluden Management Ltd | 17,970 | $3.55M | 0.38% | −1,303−6.8% | Reduced |
| Edgestream Partners, L.P. | 17,991 | $3.56M | 0.12% | +13,231+278.0% | Added |
| Rice Partnership, LLC | 18,075 | $3.57M | 0.49% | +18,075 | New |
| Pensionmark Financial Group, LLC | 18,152 | $3.59M | 0.06% | +2,429+15.4% | Added |
| Meeder Advisory Services, Inc. | 18,170 | $3.59M | 0.15% | +964+5.6% | Added |
| YHB Investment Advisors, Inc. | 18,184 | $3.60M | 0.26% | +1,164+6.8% | Added |
| Retirement Management Systems Inc. | 18,205 | $3.60M | 0.87% | −8,097−30.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 18,414 | $3.64M | 0.02% | −7,869−29.9% | Reduced |
| Hilton Capital Management, LLC | 18,437 | $3.65M | 0.28% | +447+2.5% | Added |
| Kinneret Advisory, LLC | 18,451 | $3.65M | 0.35% | −818−4.2% | Reduced |
| Quadrant Capital Group LLC | 18,689 | $3.70M | 0.11% | +2,702+16.9% | Added |
| V-Square Quantitative Management LLC | 18,875 | $3.73M | 0.39% | +793+4.4% | Added |
| Exchange Traded Concepts, LLC | 18,916 | $3.74M | 0.03% | +2,690+16.6% | Added |
| Securian Asset Management, Inc | 18,929 | $3.74M | 0.15% | +340+1.8% | Added |
| Fifth Third Wealth Advisors LLC | 18,973 | $3.75M | 0.13% | +473+2.6% | Added |
| Summit Place Financial Advisors, LLC | 19,096 | $3.78M | 1.81% | −2,050−9.7% | Reduced |
| Harvest Investment Services, LLC | 19,154 | $3.79M | 0.69% | +3,362+21.3% | Added |
| Benjamin Edwards Inc | 19,174 | $3.79M | 0.04% | +2,416+14.4% | Added |
| Nilsine Partners, LLC | 18,108 | $3.80M | 0.30% | +1,132+6.7% | Added |
| Laird Norton Trust Company, LLC | 19,236 | $3.80M | 0.08% | +460+2.4% | Added |
| FJ Capital Management LLC | 19,277 | $3.81M | 0.43% | −1,698−8.1% | Reduced |
| MUFG Securities Americas Inc. | 19,307 | $3.82M | 0.25% | +817+4.4% | Added |
| Chesley Taft & Associates LLC | 19,335 | $3.82M | 0.16% | +170+0.9% | Added |
| Sequoia Financial Advisors, LLC | 19,477 | $3.85M | 0.02% | +475+2.5% | Added |
| Great Diamond Partners, LLC | 19,836 | $3.92M | 0.75% | +347+1.8% | Added |
| North Dakota State Investment Board | 19,920 | $3.94M | 0.17% | −3,031−13.2% | Reduced |
| Bleichroeder LP | 20,000 | $3.95M | 0.68% | 00.0% | Unchanged |
| Asset Planning,Inc | 20,108 | $3.98M | 2.83% | +206+1.0% | Added |
| Allworth Financial LP | 20,259 | $4.01M | 0.02% | −1,782−8.1% | Reduced |
| Portfolio Design Labs, LLC | 20,501 | $4.05M | 0.72% | −2,157−9.5% | Reduced |
| Union Bancaire Privee, UBP SA | 30,439 | $4.07M | 0.07% | +489+1.6% | Added |
| Argentarii, LLC | 21,116 | $4.17M | 1.46% | +90.0% | Added |
| Spinnaker Trust | 21,380 | $4.23M | 0.23% | −820−3.7% | Reduced |
| L & S Advisors Inc | 21,547 | $4.26M | 0.54% | +21,547 | New |
| Northwestern Mutual Investment Management Company, LLC | 22,326 | $4.41M | 0.07% | +396+1.8% | Added |
| United Capital Financial Advisers, LLC | 22,388 | $4.43M | 0.03% | +41+0.2% | Added |
| Perpetual Ltd | 22,416 | $4.43M | 0.07% | +165+0.7% | Added |
| Brentview Investment Management LLC | 22,442 | $4.44M | 1.92% | +1,170+5.5% | Added |
| Steward Partners Investment Advisory, LLC | 22,560 | $4.46M | 0.02% | +9,173+68.5% | Added |
| Concurrent Investment Advisors, LLC | 22,587 | $4.47M | 0.05% | +165+0.7% | Added |
| Acadian Asset Management LLC | 22,665 | $4.47M | 0.01% | −144,574−86.4% | Reduced |
| Brown Advisory Inc | 22,679 | $4.48M | 0.01% | +75+0.3% | Added |
| Capital Group Investment Management Pte. Ltd. | 22,817 | $4.51M | 0.77% | +9,430+70.4% | Added |
| Romano Brothers and Company | 22,880 | $4.52M | 0.51% | −180−0.8% | Reduced |
| Dorsey Wright & Associates | 22,908 | $4.53M | 0.56% | +13,014+131.5% | Added |
| Ascent Group, LLC | 23,065 | $4.56M | 0.16% | −1,016−4.2% | Reduced |
| Boston Family Office LLC | 23,091 | $4.57M | 0.30% | +1,048+4.8% | Added |
| Private Advisor Group, LLC | 23,353 | $4.62M | 0.02% | −68−0.3% | Reduced |
| Pier 88 Investment Partners LLC | 23,400 | $4.63M | 1.19% | +2,400+11.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 23,456 | $4.63M | 0.03% | +611+2.7% | Added |
| Westover Capital Advisors, LLC | 23,471 | $4.64M | 0.85% | −212−0.9% | Reduced |
| Siemens Fonds Invest GmbH | 23,565 | $4.66M | 0.27% | −217−0.9% | Reduced |
| Park Avenue Securities LLC | 23,789 | $4.70M | 0.04% | +1,001+4.4% | Added |
| Assenagon Asset Management S.A. | 23,985 | $4.74M | 0.01% | +517+2.2% | Added |
| Kestra Advisory Services, LLC | 24,002 | $4.75M | 0.02% | +1,850+8.4% | Added |
| Gamco Investors, Inc. Et Al | 24,173 | $4.78M | 0.05% | +70.0% | Added |
| Brant Point Investment Management LLC | 24,514 | $4.85M | 1.33% | +7,514+44.2% | Added |
| Hamilton Capital Partners Inc. | 24,652 | $4.87M | 0.16% | +2,300+10.3% | Added |
| Jain Global LLC | 24,663 | $4.88M | 0.06% | +5,245+27.0% | Added |
| Horizon Investments, LLC | 25,027 | $4.93M | 0.06% | +1,185+5.0% | Added |
| Nomura Holdings Inc | 24,996 | $4.94M | 0.04% | −6,201−19.9% | Reduced |
| Illinois Municipal Retirement Fund | 25,134 | $4.97M | 0.06% | +17,979+251.3% | Added |
| CSM Advisors, LLC | 25,121 | $4.97M | 0.12% | +25,121 | New |
| Saudi Central Bank | 25,333 | $5.01M | 0.11% | +25,333 | New |
| Ostrum Asset Management | 25,431 | $5.03M | 0.28% | +1,717+7.2% | Added |
| Spire Wealth Management | 25,461 | $5.03M | 0.17% | −1,872−6.8% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 25,500 | $5.04M | 0.04% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 25,594 | $5.06M | 0.43% | −792−3.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 25,743 | $5.09M | 0.18% | +1,585+6.6% | Added |
| Gladstone Institutional Advisory LLC | 25,821 | $5.11M | 0.19% | +3,636+16.4% | Added |
| Taproot Management LP | 25,993 | $5.14M | 0.97% | +13,908+115.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 26,127 | $5.17M | 0.35% | −253−1.0% | Reduced |
| First Pacific Financial | 26,275 | $5.19M | 0.67% | −5,025−16.1% | Reduced |
| Rainey & Randall Investment Management Inc. | 26,557 | $5.25M | 0.85% | −90−0.3% | Reduced |
| Red Cedar Investment Management, LLC | 26,713 | $5.28M | 0.55% | −169−0.6% | Reduced |
| Commerce Bank | 27,063 | $5.35M | 0.03% | +3,581+15.2% | Added |
| Omers Administration Corp | 27,244 | $5.39M | 0.03% | +7,050+34.9% | Added |
| MAI Capital Management | 27,630 | $5.46M | 0.03% | +1,054+4.0% | Added |
| XTX Topco Ltd | 28,175 | $5.57M | 0.10% | +13,585+93.1% | Added |
| Mount Yale Investment Advisors, LLC | 28,217 | $5.58M | 0.13% | +26,740+1,810.4% | Added |
| AG2R la Mondiale Gestion D'Actifs | 28,311 | $5.60M | 0.25% | +1,023+3.7% | Added |
| Banque Cantonale Vaudoise | 28,408 | $5.62M | 0.21% | +3,204+12.7% | Added |
| MUFG Securities EMEA plc | 28,606 | $5.66M | 0.08% | +470+1.7% | Added |
| Capital International Ltd | 28,943 | $5.72M | 0.21% | +10,034+53.1% | Added |
| TIAA Wealth Investment Management LLC | 28,997 | $5.73M | 0.04% | +28,997 | New |
| E. Ohman J:or Asset Management AB | 29,385 | $5.81M | 0.15% | +200+0.7% | Added |
| Bleakley Financial Group, LLC | 29,424 | $5.82M | 0.09% | +4,916+20.1% | Added |
| Callan Family Office, LLC | 29,580 | $5.85M | 0.13% | +5,073+20.7% | Added |
| D L Carlson Investment Group Inc | 30,228 | $5.98M | 1.03% | −77−0.3% | Reduced |
| Blair William & Co | 30,320 | $5.99M | 0.02% | +379+1.3% | Added |
| New Mexico Educational Retirement Board | 30,748 | $6.08M | 0.19% | 00.0% | Unchanged |
| Pensionfund Sabic | 31,059 | $6.14M | 7.40% | +2,500+8.8% | Added |
| Verition Fund Management LLC | 31,171 | $6.16M | 0.06% | +22,324+252.3% | Added |
| AIA Group Ltd | 31,204 | $6.17M | 0.09% | −24,549−44.0% | Reduced |