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 |
|---|---|---|---|---|---|
| Generali Investments CEE, investicni spolecnost, a.s. | 31,600 | $6.25M | 0.33% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 31,606 | $6.25M | 0.12% | −1,815−5.4% | Reduced |
| Landscape Capital Management, L.L.C. | 31,896 | $6.31M | 0.40% | +6,137+23.8% | Added |
| Agf Management Ltd | 32,018 | $6.33M | 0.03% | −4,535−12.4% | Reduced |
| Vontobel Holding Ltd. | 32,174 | $6.36M | 0.02% | −1,179−3.5% | Reduced |
| DoubleLine ETF Adviser LP | 32,367 | $6.40M | 2.44% | −9,065−21.9% | Reduced |
| Legacy CG, LLC | 32,658 | $6.46M | 1.79% | +694+2.2% | Added |
| Atlantic Union Bankshares Corp | 32,697 | $6.46M | 0.12% | +7,580+30.2% | Added |
| Boothbay Fund Management, LLC | 32,794 | $6.48M | 0.15% | −2,721−7.7% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 33,066 | $6.54M | 1.41% | +30,681+1,286.4% | Added |
| Merit Financial Group, LLC | 33,720 | $6.67M | 0.05% | +1,603+5.0% | Added |
| Meiji Yasuda America Inc | 33,755 | $6.67M | 1.65% | +3,762+12.5% | Added |
| Beck Capital Management, LLC | 33,965 | $6.72M | 1.54% | +139+0.4% | Added |
| Warren Averett Asset Management, LLC | 33,966 | $6.72M | 0.05% | −1,834−5.1% | Reduced |
| Westwood Holdings Group Inc. | 33,978 | $6.72M | 0.05% | +995+3.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 34,380 | $6.80M | 0.07% | −23,563−40.7% | Reduced |
| Maryland State Retirement & Pension System | 34,659 | $6.85M | 0.14% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 34,746 | $6.87M | 0.02% | −1,085−3.0% | Reduced |
| OpenArc Corporate Advisory, LLC | 34,816 | $6.88M | 0.10% | −1,640−4.5% | Reduced |
| Asset Planning Services Inc | 35,100 | $6.94M | 3.04% | +65+0.2% | Added |
| KMG Fiduciary Partners, LLC | 35,505 | $7.02M | 0.52% | −10.0% | Reduced |
| Louisiana State Employees Retirement System | 35,600 | $7.04M | 0.12% | +500+1.4% | Added |
| LGT Group Foundation | 35,687 | $7.06M | 0.09% | −19,626−35.5% | Reduced |
| Brasada Capital Management, LP | 35,484 | $7.13M | 1.31% | −2,070−5.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 36,292 | $7.17M | 0.04% | +5,154+16.6% | Added |
| Fairfield Financial Advisors, LTD | 36,731 | $7.26M | 2.50% | +1,273+3.6% | Added |
| AMF Pensionsforsakring AB | 37,040 | $7.32M | 0.05% | +10,533+39.7% | Added |
| GeoWealth Management, LLC | 38,059 | $7.52M | 0.27% | −11,714−23.5% | Reduced |
| Longbow Finance SA | 38,372 | $7.59M | 1.37% | +2,691+7.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 38,567 | $7.63M | 0.07% | +2,940+8.3% | Added |
| Bokf, NA | 38,870 | $7.68M | 0.12% | +5,560+16.7% | Added |
| PFA Pension, Forsikringsaktieselskab | 39,236 | $7.76M | 0.02% | +137+0.4% | Added |
| Walleye Capital LLC | 39,283 | $7.77M | 0.05% | +747+1.9% | Added |
| Pacer Advisors, Inc. | 39,434 | $7.80M | 0.02% | −19,263−32.8% | Reduced |
| Generali Asset Management SPA SGR | 39,474 | $7.80M | 0.16% | −1,318−3.2% | Reduced |
| Crossmark Global Holdings, Inc. | 39,539 | $7.82M | 0.12% | +2,449+6.6% | Added |
| DRW Securities, LLC | 39,622 | $7.83M | 0.43% | +38,272+2,835.0% | Added |
| Brinker Capital Investments, LLC | 39,658 | $7.84M | 0.07% | +7,083+21.7% | Added |
| Hartford Investment Management Co | 39,798 | $7.87M | 0.25% | +88+0.2% | Added |
| Azzad Asset Management Inc | 40,189 | $7.95M | 0.80% | +7,760+23.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 40,258 | $7.96M | 0.40% | −1,393−3.3% | Reduced |
| Vise Technologies, Inc. | 42,890 | $7.96M | 0.16% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 40,525 | $8.01M | 0.78% | +78+0.2% | Added |
| Peapack Gladstone Financial Corp | 41,069 | $8.12M | 0.10% | −1,196−2.8% | Reduced |
| Kestra Private Wealth Services, LLC | 41,342 | $8.17M | 0.10% | +2,497+6.4% | Added |
| Spirit of America Management Corp | 41,425 | $8.19M | 1.62% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 41,770 | $8.26M | 0.94% | −12,766−23.4% | Reduced |
| Tower Research Capital LLC (TRC) | 42,002 | $8.30M | 0.22% | +21,917+109.1% | Added |
| Advisors Management Group Inc | 42,049 | $8.31M | 1.52% | −2,226−5.0% | Reduced |
| Mizuho Securities USA LLC | 42,182 | $8.34M | 0.20% | −7,792−15.6% | Reduced |
| Callahan Advisors, LLC | 42,367 | $8.38M | 0.70% | −2,218−5.0% | Reduced |
| Empowered Funds, LLC | 42,551 | $8.41M | 0.05% | +1,847+4.5% | Added |
| Beacon Financial Planning, Inc | 42,632 | $8.43M | 3.26% | +12,586+41.9% | Added |
| Windward Capital Management Co | 43,064 | $8.51M | 0.69% | +69+0.2% | Added |
| Rational Advisors LLC | 44,400 | $8.52M | 0.87% | +23,400+111.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 43,130 | $8.53M | 0.03% | −83,667−66.0% | Reduced |
| Indivisible Partners | 43,224 | $8.55M | 0.76% | +10,112+30.5% | Added |
| Azimuth Capital Investment Management LLC | 43,552 | $8.61M | 0.32% | +755+1.8% | Added |
| Vident Advisory, LLC | 43,827 | $8.67M | 0.07% | +9,968+29.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 43,932 | $8.69M | 0.25% | +9,217+26.6% | Added |
| Triasima Portfolio Management inc. | 45,206 | $8.94M | 1.35% | +547+1.2% | Added |
| Vanderbilt University | 45,913 | $9.08M | 1.72% | +1,770+4.0% | Added |
| Easterly Investment Partners LLC | 47,345 | $9.28M | 0.71% | −45,058−48.8% | Reduced |
| Quadrature Capital Ltd | 49,122 | $9.71M | 0.12% | +49,122 | New |
| Naviter Wealth, LLC | 49,313 | $9.75M | 1.22% | +6,384+14.9% | Added |
| Lido Advisors, LLC | 49,880 | $9.86M | 0.04% | −21,675−30.3% | Reduced |
| Kingdon Capital Management, L.L.C. | 50,000 | $9.89M | 1.66% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 50,265 | $9.94M | 0.16% | −377−0.7% | Reduced |
| Pinnacle Associates Ltd | 50,948 | $10.1M | 0.13% | −695−1.3% | Reduced |
| Atria Investments LLC | 50,975 | $10.1M | 0.11% | −2,221−4.2% | Reduced |
| Fideuram Asset Management (Ireland) dac | 53,599 | $10.1M | 1.30% | +46,757+683.4% | Added |
| Aptus Capital Advisors, LLC | 52,419 | $10.4M | 0.09% | −1,857−3.4% | Reduced |
| Gulf International Bank (UK) Ltd | 53,125 | $10.5M | 0.23% | +19,149+56.4% | Added |
| Pathstone Holdings, LLC | 53,805 | $10.6M | 0.04% | +5,645+11.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 53,806 | $10.6M | 0.27% | +253+0.5% | Added |
| WESPAC Advisors SoCal, LLC | 53,926 | $10.7M | 2.27% | +803+1.5% | Added |
| Bayhunt Capital LLC | 57,671 | $10.7M | 10.14% | +57,671 | New |
| Windle Wealth, LLC | 54,222 | $10.7M | 4.53% | +841+1.6% | Added |
| Investment Management Corp of Ontario | 54,788 | $10.8M | 0.14% | −20,048−26.8% | Reduced |
| Advisors Asset Management, Inc. | 54,894 | $10.9M | 0.18% | −5,319−8.8% | Reduced |
| Harbour Trust & Investment Management Co | 55,080 | $10.9M | 1.16% | +473+0.9% | Added |
| CWM, LLC | 55,856 | $11.0M | 0.03% | +933+1.7% | Added |
| TD Waterhouse Canada Inc. | 58,329 | $11.6M | 0.03% | +50,937+689.1% | Added |
| Rafferty Asset Management, LLC | 59,279 | $11.7M | 0.05% | −20,624−25.8% | Reduced |
| Pensionfund DSM Netherlands | 60,253 | $11.9M | 6.89% | +7,500+14.2% | Added |
| Allspring Global Investments Holdings, LLC | 60,457 | $12.0M | 0.02% | +2,320+4.0% | Added |
| Vestmark Advisory Solutions, Inc. | 61,913 | $12.2M | 0.14% | +25,306+69.1% | Added |
| Signature Estate & Investment Advisors LLC | 62,129 | $12.3M | 0.25% | +12,775+25.9% | Added |
| HBK Investments L P | 62,515 | $12.4M | 0.16% | +62,515 | New |
| US Bancorp | 62,847 | $12.4M | 0.02% | +510+0.8% | Added |
| Truist Financial Corp | 65,089 | $12.9M | 0.02% | −4,985−7.1% | Reduced |
| Osmosis Investment Management UK Ltd | 65,303 | $12.9M | 0.35% | +22,882+53.9% | Added |
| ExodusPoint Capital Management, LP | 66,207 | $13.1M | 0.13% | +26,176+65.4% | Added |
| Groupe la Francaise | 66,226 | $13.1M | 0.18% | −41,588−38.6% | Reduced |
| Central Trust Co | 66,875 | $13.2M | 0.26% | −160−0.2% | Reduced |
| Mizuho Markets Cayman LP | 67,061 | $13.3M | 0.71% | +67,061 | New |
| Brookstone Capital Management | 67,752 | $13.4M | 0.15% | +15,575+29.9% | Added |
| Blue Chip Partners, Inc. | 68,404 | $13.5M | 0.97% | +68,404 | New |
| Janney Montgomery Scott LLC | 68,899 | $13.6M | 0.03% | −8,196−10.6% | Reduced |
| Westpac Banking Corp | 69,410 | $13.7M | 0.95% | −4,181−5.7% | Reduced |