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 |
|---|---|---|---|---|---|
| Arizona State Retirement System | 187,978 | $37.2M | 0.22% | −4,914−2.5% | Reduced |
| Czech National Bank | 190,030 | $37.6M | 0.25% | +9,056+5.0% | Added |
| Factory Mutual Insurance Co | 191,900 | $37.9M | 0.43% | −53,700−21.9% | Reduced |
| Public Sector Pension Investment Board | 198,471 | $39.2M | 0.12% | +23,684+13.6% | Added |
| Nissay Asset Management Corp | 198,770 | $39.3M | 0.21% | +8,587+4.5% | Added |
| DnB Asset Management AS | 199,890 | $39.5M | 0.14% | +64,775+47.9% | Added |
| Farallon Capital Management, L.L.C. | 200,000 | $39.5M | 0.23% | −143,000−41.7% | Reduced |
| Mediolanum International Funds Ltd | 203,690 | $39.8M | 0.42% | +134,912+196.2% | Added |
| Nisa Investment Advisors, LLC | 201,848 | $39.9M | 0.15% | −27,354−11.9% | Reduced |
| Cetera Investment Advisers | 203,503 | $40.2M | 0.04% | −1,299−0.6% | Reduced |
| NewEdge Wealth, LLC | 208,939 | $41.3M | 0.49% | −7,600−3.5% | Reduced |
| Metis Global Partners, LLC | 209,917 | $41.5M | 1.02% | +18,065+9.4% | Added |
| Caisse de Depot Et Placement du Quebec | 210,328 | $41.6M | 0.07% | +210,328 | New |
| GWM Advisors LLC | 210,817 | $41.7M | 0.15% | +192,332+1,040.5% | Added |
| Ci Investments Inc. | 210,878 | $41.7M | 0.20% | −3,822−1.8% | Reduced |
| Tredje AP-fonden | 210,912 | $41.7M | 0.23% | +105,318+99.7% | Added |
| State of Tennessee, Treasury Department | 214,314 | $42.4M | 0.14% | −6,438−2.9% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 214,661 | $42.4M | 0.22% | −3,273−1.5% | Reduced |
| Creative Planning | 220,074 | $43.5M | 0.03% | +8,471+4.0% | Added |
| NEOS Investment Management LLC | 220,336 | $43.6M | 0.22% | +41,085+22.9% | Added |
| Braun Stacey Associates Inc | 222,073 | $43.9M | 1.46% | −2,080−0.9% | Reduced |
| Gotham Asset Management, LLC | 222,391 | $44.0M | 0.13% | +52,232+30.7% | Added |
| Federated Hermes, Inc. | 227,140 | $44.9M | 0.07% | +45,470+25.0% | Added |
| The PNC Financial Services Group, Inc. | 227,950 | $45.1M | 0.03% | +3,497+1.6% | Added |
| Hudson Bay Capital Management LP | 235,296 | $46.5M | 0.28% | +235,296 | New |
| Capital International Sarl | 239,169 | $47.3M | 0.77% | +88,495+58.7% | Added |
| EP Wealth Advisors, LLC | 245,187 | $48.5M | 0.24% | +30,573+14.2% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 245,320 | $48.5M | 0.26% | +96,900+65.3% | Added |
| Cerity Partners LLC | 247,551 | $48.9M | 0.07% | +2,128+0.9% | Added |
| IFM Investors Pty Ltd | 252,190 | $49.9M | 0.42% | +10,223+4.2% | Added |
| M.D. Sass Investors Services, Inc. | 255,592 | $50.5M | 3.83% | −17,448−6.4% | Reduced |
| Mackenzie Financial Corp | 256,459 | $50.7M | 0.06% | +61,221+31.4% | Added |
| CIBC Bancorp USA Inc. | 258,678 | $51.1M | 0.07% | +258,678 | New |
| Toroso Investments, LLC | 259,104 | $51.2M | 0.16% | +47,685+22.6% | Added |
| CORDA Investment Management, LLC. | 265,721 | $52.5M | 3.63% | −13,909−5.0% | Reduced |
| Uniplan Investment Counsel, Inc. | 275,099 | $54.4M | 5.58% | −11,748−4.1% | Reduced |
| Advisor Group Holdings, Inc. | 275,119 | $54.4M | 0.08% | +16,355+6.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 275,685 | $54.5M | 0.44% | +10,516+4.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 275,111 | $55.2M | 0.12% | +80,059+41.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 279,332 | $55.2M | 0.16% | −1,487−0.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 293,393 | $58.0M | 0.08% | −6,616−2.2% | Reduced |
| Treasurer of the State of North Carolina | 294,389 | $58.2M | 0.18% | +6,277+2.2% | Added |
| Stifel Financial Corp | 295,621 | $58.5M | 0.05% | +16,254+5.8% | Added |
| La Banque Postale Asset Management SA | 296,651 | $58.7M | 0.80% | +197,207+198.3% | Added |
| Border to Coast Pensions Partnership Ltd | 300,000 | $59.5M | 1.01% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 303,346 | $60.0M | 0.24% | +12,200+4.2% | Added |
| Candriam Luxembourg S.C.A. | 303,844 | $60.1M | 0.31% | −48,517−13.8% | Reduced |
| Toronto Dominion Bank | 305,229 | $60.3M | 0.12% | −95,947−23.9% | Reduced |
| Brookfield Asset Management Inc. | 307,019 | $60.7M | 0.08% | +8,888+3.0% | Added |
| Ensign Peak Advisors, Inc | 308,894 | $61.1M | 0.11% | +159,584+106.9% | Added |
| Hazelview Securities Inc. | 312,963 | $61.9M | 11.52% | +142,180+83.3% | Added |
| Handelsbanken Fonder AB | 316,815 | $62.6M | 0.21% | +1,218+0.4% | Added |
| Natixis | 318,076 | $62.9M | 0.25% | +80,833+34.1% | Added |
| UniSuper Management Pty Ltd | 338,455 | $66.9M | 0.44% | −35,798−9.6% | Reduced |
| Royal London Asset Management Ltd | 339,522 | $67.1M | 0.14% | +11,557+3.5% | Added |
| Victory Capital Management Inc | 344,030 | $68.0M | 0.04% | −85,845−20.0% | Reduced |
| APG Asset Management N.V. | 396,613 | $68.1M | 0.22% | +31,639+8.7% | Added |
| Bowen Hanes & Co Inc | 345,956 | $68.4M | 1.67% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 346,029 | $68.4M | 0.20% | −4,245−1.2% | Reduced |
| Credit Agricole S A | 352,866 | $69.8M | 0.23% | −53,245−13.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 361,093 | $71.4M | 0.16% | +210,946+140.5% | Added |
| State of Wisconsin Investment Board | 369,051 | $73.0M | 0.17% | +22,248+6.4% | Added |
| DekaBank Deutsche Girozentrale | 382,262 | $75.9M | 0.13% | 00.0% | Unchanged |
| Primecap Management Co | 384,309 | $76.0M | 0.06% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 413,388 | $81.7M | 0.61% | +24,228+6.2% | Added |
| Danske Bank A/S | 413,637 | $81.8M | 0.20% | −2,883−0.7% | Reduced |
| Millennium Management LLC | 413,769 | $81.8M | 0.06% | +370,557+857.5% | Added |
| Erste Asset Management GmbH | 420,913 | $82.3M | 0.76% | +238,307+130.5% | Added |
| State of Alaska, Department of Revenue | 417,581 | $82.6M | 0.89% | +9,175+2.2% | Added |
| Squarepoint Ops LLC | 419,548 | $82.9M | 0.18% | +182,495+77.0% | Added |
| Manufacturers Life Insurance Company, The | 421,758 | $83.4M | 0.07% | +150.0% | Added |
| AQR Capital Management LLC | 430,296 | $83.7M | 0.04% | −46,453−9.7% | Reduced |
| Resona Asset Management Co.,Ltd. | 435,657 | $85.3M | 0.43% | +23,227+5.6% | Added |
| First Trust Advisors LP | 431,978 | $85.4M | 0.06% | +8,854+2.1% | Added |
| Holocene Advisors, LP | 443,765 | $87.7M | 0.21% | +443,765 | New |
| LPL Financial LLC | 451,343 | $89.2M | 0.02% | +84,438+23.0% | Added |
| Van Eck Associates Corp | 471,607 | $93.2M | 0.07% | +89,412+23.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 475,209 | $94.0M | 0.48% | +90,664+23.6% | Added |
| Balyasny Asset Management LLC | 475,776 | $94.1M | 0.18% | +315,998+197.8% | Added |
| Franklin Resources Inc | 480,374 | $95.0M | 0.02% | +7,421+1.6% | Added |
| Jones Financial Companies LLLP | 509,139 | $99.7M | 0.05% | +378,068+288.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 513,811 | $101.6M | 0.25% | +17,548+3.5% | Added |
| New York State Teachers Retirement System | 523,486 | $103.5M | 0.21% | +47,963+10.1% | Added |
| State of New Jersey Common Pension Fund D | 525,200 | $103.8M | 0.40% | +21,875+4.3% | Added |
| Fred Alger Management, LLC | 533,533 | $105.5M | 0.46% | +474,114+797.9% | Added |
| Retirement Systems of Alabama | 537,291 | $106.2M | 0.35% | +7,734+1.5% | Added |
| Aviva PLC | 566,969 | $112.1M | 0.19% | +18,149+3.3% | Added |
| TCW Group Inc | 571,230 | $112.9M | 0.85% | +136,858+31.5% | Added |
| Bank of Montreal | 592,204 | $117.1M | 0.05% | +50,663+9.4% | Added |
| State Board of Administration of Florida Retirement System | 595,007 | $117.6M | 0.22% | +3,326+0.6% | Added |
| Adage Capital Partners GP, L.L.C. | 625,106 | $123.6M | 0.19% | +139,800+28.8% | Added |
| Swedbank AB | 633,469 | $125.2M | 0.13% | −43,717−6.5% | Reduced |
| Neuberger Berman Group LLC | 650,212 | $128.6M | 0.10% | −1,962−0.3% | Reduced |
| 1832 Asset Management L.P. | 656,987 | $129.9M | 0.17% | +544,580+484.5% | Added |
| Marshall Wace, LLP | 675,946 | $133.6M | 0.14% | +675,946 | New |
| Macquarie Group Ltd | 677,099 | $133.9M | 0.80% | −43,796−6.1% | Reduced |
| FIL Ltd | 677,782 | $134.0M | 0.10% | +394,883+139.6% | Added |
| STRS Ohio | 725,242 | $143.4M | 0.57% | +4,918+0.7% | Added |
| Allianz Asset Management GmbH | 749,052 | $148.1M | 0.17% | −78,024−9.4% | Reduced |
| Congress Asset Management Co | 750,200 | $148.3M | 1.06% | −3,130−0.4% | Reduced |