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 |
|---|---|---|---|---|---|
| Norinchukin Bank, The | 69,570 | $13.8M | 0.16% | +447+0.6% | Added |
| MML Investors Services, LLC | 70,798 | $14.0M | 0.04% | +7,296+11.5% | Added |
| Trust Co of Toledo NA | 71,582 | $14.2M | 1.34% | −1,695−2.3% | Reduced |
| CIBC World Markets Inc. | 71,664 | $14.2M | 0.02% | −234,222−76.6% | Reduced |
| Avanza Fonder AB | 72,270 | $14.3M | 0.40% | −3,345−4.4% | Reduced |
| GDS Wealth Management | 73,913 | $14.6M | 0.88% | +6,085+9.0% | Added |
| Oppenheimer Asset Management Inc. | 75,904 | $15.0M | 0.17% | +8,005+11.8% | Added |
| Chilton Capital Management LLC | 76,036 | $15.0M | 0.52% | −396−0.5% | Reduced |
| Venture Visionary Partners LLC | 76,508 | $15.1M | 0.50% | +2,364+3.2% | Added |
| Mutual of America Capital Management LLC | 77,621 | $15.3M | 0.17% | +469+0.6% | Added |
| Oregon Public Employees Retirement Fund | 79,935 | $15.8M | 0.21% | +1,300+1.7% | Added |
| Kovitz Investment Group Partners, LLC | 80,600 | $15.9M | 0.37% | +80,600 | New |
| QRG Capital Management, Inc. | 80,904 | $16.0M | 0.17% | +6,846+9.2% | Added |
| Abn Amro Investment Solutions | 84,975 | $16.8M | 0.22% | +4,355+5.4% | Added |
| Captrust Financial Advisors | 85,936 | $17.0M | 0.03% | +3,936+4.8% | Added |
| Northwestern Mutual Wealth Management Co | 86,058 | $17.0M | 0.01% | +241+0.3% | Added |
| Commonwealth Equity Services, LLC | 86,964 | $17.2M | 0.02% | −1,293−1.5% | Reduced |
| Wealthfront Advisers LLC | 87,079 | $17.2M | 0.04% | +4,831+5.9% | Added |
| Connors Investor Services Inc | 87,110 | $17.2M | 1.59% | −9,881−10.2% | Reduced |
| Allstate Corp | 88,351 | $17.5M | 0.19% | +24,929+39.3% | Added |
| Keybank National Association | 89,883 | $17.8M | 0.06% | +338+0.4% | Added |
| ING Groep NV | 90,787 | $17.9M | 0.11% | +85,441+1,598.2% | Added |
| JustInvest LLC | 91,371 | $18.1M | 0.18% | +7,134+8.5% | Added |
| New Age Alpha Advisors, LLC | 91,795 | $18.1M | 0.85% | −5,880−6.0% | Reduced |
| Knights of Columbus Asset Advisors LLC | 91,909 | $18.2M | 1.03% | +1,152+1.3% | Added |
| Public Employees Retirement Association of Colorado | 92,101 | $18.2M | 0.07% | +5,890+6.8% | Added |
| Fifth Third Bancorp | 93,256 | $18.4M | 0.03% | +5,970+6.8% | Added |
| British Columbia Investment Management Corp | 94,590 | $18.7M | 0.11% | −24,091−20.3% | Reduced |
| Appleton Partners Inc | 95,106 | $18.8M | 1.31% | +2,140+2.3% | Added |
| Mariner, LLC | 95,582 | $18.9M | 0.02% | +9,743+11.4% | Added |
| Capital Group Private Client Services, Inc. | 96,009 | $19.0M | 0.32% | −10,245−9.6% | Reduced |
| ASR Vermogensbeheer N.V. | 96,422 | $19.1M | 0.22% | +845+0.9% | Added |
| M&T Bank Corp | 96,751 | $19.1M | 0.06% | +2,557+2.7% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 99,019 | $19.6M | 0.19% | −8,141−7.6% | Reduced |
| GSI Capital Advisors LLC | 99,129 | $19.6M | 10.64% | +9,440+10.5% | Added |
| CWM Advisors, LLC | 100,098 | $19.8M | 1.15% | +30,839+44.5% | Added |
| Man Group plc | 100,510 | $19.9M | 0.04% | +51,467+104.9% | Added |
| HighTower Advisors, LLC | 100,802 | $19.9M | 0.02% | +4,812+5.0% | Added |
| Rakuten Investment Management, Inc. | 102,983 | $20.1M | 0.04% | +13,439+15.0% | Added |
| Oversea-Chinese Banking CORP Ltd | 102,050 | $20.2M | 0.59% | −2,917−2.8% | Reduced |
| Yousif Capital Management, LLC | 102,390 | $20.2M | 0.24% | −1,405−1.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 103,261 | $20.4M | 0.16% | −9,357−8.3% | Reduced |
| New York Life Investment Management LLC | 103,929 | $20.5M | 0.17% | +4,707+4.7% | Added |
| Police & Firemen's Retirement System of New Jersey | 105,966 | $21.0M | 0.18% | +733+0.7% | Added |
| CI Private Wealth, LLC | 109,148 | $21.5M | 0.03% | +55,081+101.9% | Added |
| Kempen Capital Management N.V. | 109,295 | $21.6M | 0.19% | −6,771−5.8% | Reduced |
| ABN AMRO Bank N.V. | 108,180 | $21.6M | 0.23% | +641+0.6% | Added |
| Ethic Inc. | 110,503 | $21.8M | 0.34% | −120.0% | Reduced |
| Utah Retirement Systems | 111,752 | $22.1M | 0.23% | +210+0.2% | Added |
| Ofi Invest Asset Management | 128,655 | $22.1M | 0.29% | +115,515+879.1% | Added |
| Capitolis Liquid Global Markets LLC | 112,691 | $22.3M | 0.14% | +112,691 | New |
| Voloridge Investment Management, LLC | 112,931 | $22.3M | 0.09% | +112,931 | New |
| Calamos Advisors LLC | 113,656 | $22.5M | 0.09% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 115,842 | $22.6M | 0.03% | −5,680−4.7% | Reduced |
| Vert Asset Management LLC | 114,605 | $22.7M | 7.19% | −1,557−1.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 115,818 | $22.9M | 0.11% | +10,934+10.4% | Added |
| ProShare Advisors LLC | 117,599 | $23.3M | 0.03% | −26,640−18.5% | Reduced |
| OP Asset Management Ltd | 118,356 | $23.4M | 0.24% | +45,281+62.0% | Added |
| Rockefeller Capital Management L.P. | 118,902 | $23.5M | 0.04% | −12,866−9.8% | Reduced |
| Cornerstone Advisors, LLC | 120,083 | $23.7M | 0.87% | +120,083 | New |
| Teacher Retirement System of Texas | 122,235 | $24.2M | 0.10% | −47,507−28.0% | Reduced |
| USS Investment Management Ltd | 124,772 | $24.7M | 0.10% | +6,426+5.4% | Added |
| Amalgamated Bank | 125,806 | $24.9M | 0.19% | −499−0.4% | Reduced |
| Danica Pension, Livsforsikringsaktieselskab | 126,427 | $25.0M | 0.47% | +12,287+10.8% | Added |
| Cander Asset Management LP | 129,693 | $25.6M | 4.60% | +50,078+62.9% | Added |
| Federation des caisses Desjardins du Quebec | 129,877 | $25.7M | 0.09% | +40,760+45.7% | Added |
| Xponance, Inc. | 130,694 | $25.8M | 0.18% | +19,336+17.4% | Added |
| Zurich Insurance Group Ltd | 133,957 | $26.5M | 0.21% | −67,237−33.4% | Reduced |
| National Bank of Canada | 135,683 | $26.8M | 0.03% | −291,610−68.2% | Reduced |
| Intech Investment Management LLC | 136,010 | $26.9M | 0.26% | +85,411+168.8% | Added |
| Woodline Partners LP | 136,072 | $26.9M | 0.10% | +19,443+16.7% | Added |
| Varma Mutual Pension Insurance Co | 137,676 | $27.2M | 0.16% | 00.0% | Unchanged |
| Gillson Capital LP | 137,998 | $27.3M | 2.24% | +137,998 | New |
| Mercer Global Advisors Inc | 138,210 | $27.3M | 0.04% | +9,217+7.1% | Added |
| Colony Group, LLC | 138,713 | $27.4M | 0.03% | −1,054−0.8% | Reduced |
| Alyeska Investment Group, L.P. | 139,764 | $27.6M | 0.08% | +139,764 | New |
| Susquehanna International Group, LLP | 140,700 | $27.8M | 0.04% | +65,620+87.4% | Added |
| SEB Asset Management AB | 143,334 | $28.3M | 0.12% | +143,334 | New |
| Assetmark, Inc | 144,528 | $28.6M | 0.06% | +13,462+10.3% | Added |
| GEM Realty Capital | 145,581 | $28.8M | 2.85% | −222−0.2% | Reduced |
| Prudential PLC | 148,869 | $29.4M | 0.22% | −22,239−13.0% | Reduced |
| Vestcor Inc | 149,116 | $29.5M | 0.81% | +35,507+31.3% | Added |
| Swiss Life Asset Management Ltd | 150,766 | $29.8M | 0.15% | +12,499+9.0% | Added |
| Andra AP-fonden | 150,900 | $29.8M | 0.37% | +15,800+11.7% | Added |
| Thrivent Financial for Lutherans | 152,256 | $30.1M | 0.06% | +590+0.4% | Added |
| Waratah Capital Advisors Ltd. | 152,943 | $30.2M | 2.71% | +75,213+96.8% | Added |
| Bank of Nova Scotia | 158,748 | $31.4M | 0.05% | −19,343−10.9% | Reduced |
| CIBC Asset Management Inc | 166,095 | $32.8M | 0.08% | +4,836+3.0% | Added |
| Eurizon Capital SGR S.p.A. | 167,637 | $33.1M | 0.10% | +167,637 | New |
| Umb Bank N A | 172,083 | $34.0M | 0.47% | −465−0.3% | Reduced |
| Banco Santander, S.A. | 173,789 | $34.4M | 0.28% | +8,399+5.1% | Added |
| Two Sigma Investments, LP | 174,951 | $34.6M | 0.03% | −274,178−61.0% | Reduced |
| B&I Capital AG | 176,358 | $34.9M | 11.86% | −5,482−3.0% | Reduced |
| Groupama Asset Managment | 176,657 | $34.9M | 0.51% | −846−0.5% | Reduced |
| Guggenheim Capital LLC | 180,845 | $35.8M | 0.28% | +14,430+8.7% | Added |
| Eversept Partners, LP | 180,953 | $35.8M | 2.36% | +180,953 | New |
| State of Michigan Retirement System | 182,309 | $36.0M | 0.19% | +2,600+1.4% | Added |
| MetLife Investment Management | 182,612 | $36.1M | 0.18% | −1,032−0.6% | Reduced |
| Sanctuary Advisors, LLC | 183,420 | $36.3M | 0.20% | −9,046−4.7% | Reduced |
| Quantinno Capital Management LP | 185,298 | $36.6M | 0.06% | +25,728+16.1% | Added |