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 |
|---|---|---|---|---|---|
| Storebrand Asset Management AS | 786,605 | $155.5M | 0.45% | +7,909+1.0% | Added |
| New York State Common Retirement Fund | 790,728 | $156.3M | 0.22% | +30,200+4.0% | Added |
| Vanguard Investments Australia, Ltd. | 799,976 | $158.2M | 0.46% | +799,976 | New |
| Korea Investment CORP | 808,659 | $159.9M | 0.33% | +167,851+26.2% | Added |
| Nomura Asset Management International Inc. | 810,731 | $160.3M | 0.27% | −404,542−33.3% | Reduced |
| Heitman Real Estate Securities LLC | 815,770 | $161.3M | 11.59% | −76,941−8.6% | Reduced |
| Capital International Inc | 822,750 | $162.7M | 1.25% | +78,473+10.5% | Added |
| Envestnet Asset Management Inc | 837,279 | $165.5M | 0.04% | +156,596+23.0% | Added |
| Natixis Advisors, L.P. | 843,869 | $166.8M | 0.23% | +52,747+6.7% | Added |
| Worldquant Millennium Advisors LLC | 863,293 | $170.7M | 0.66% | +799,103+1,244.9% | Added |
| Pictet Asset Management Holding SA | 871,607 | $172.3M | 0.18% | +20,781+2.4% | Added |
| Royal Bank of Canada | 877,687 | $173.5M | 0.03% | −126,568−12.6% | Reduced |
| Raymond James Financial Inc | 894,179 | $176.8M | 0.05% | −26,192−2.8% | Reduced |
| Janus Henderson Group PLC | 898,586 | $177.7M | 0.08% | +209,618+30.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 923,823 | $182.6M | 0.30% | +896,692+3,305.0% | Added |
| TD Asset Management Inc | 952,538 | $188.3M | 0.15% | +20,414+2.2% | Added |
| Actiam N.V. | 997,300 | $197.2M | 1.93% | +45,946+4.8% | Added |
| Adelante Capital Management LLC | 1,029,079 | $203.5M | 14.38% | +23,149+2.3% | Added |
| California State Teachers Retirement System | 1,035,323 | $204.7M | 0.22% | −7,043−0.7% | Reduced |
| Aew Capital Management L P | 1,063,905 | $210.3M | 15.26% | +90,669+9.3% | Added |
| KBC Group NV | 1,066,140 | $210.8M | 0.53% | +783+0.1% | Added |
| Public Employees Retirement System of Ohio | 1,068,639 | $211.3M | 0.68% | −149,580−12.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,118,862 | $221.1M | 0.26% | +86,598+8.4% | Added |
| Zimmer Partners, LP | 1,118,925 | $221.2M | 5.43% | +2,200+0.2% | Added |
| SG Americas Securities, LLC | 1,122,894 | $222.0M | 0.24% | +862,586+331.4% | Added |
| Alphinity Investment Management Pty Ltd | 1,123,298 | $222.1M | 3.91% | +1,123,298 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,125,102 | $222.4M | 0.48% | −3,856−0.3% | Reduced |
| BNP Paribas Arbitrage, SA | 1,164,261 | $230.2M | 0.15% | +82,379+7.6% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,176,500 | $232.3M | 0.40% | +9,222+0.8% | Added |
| Castle Hook Partners LP | 1,191,651 | $235.6M | 4.76% | −57,405−4.6% | Reduced |
| Vanguard Asset Management, Ltd | 1,198,867 | $237.0M | 0.20% | +1,198,867 | New |
| Lasalle Investment Management Securities LLC | 1,212,631 | $239.7M | 9.48% | +72,232+6.3% | Added |
| Rhumbline Advisers | 1,261,752 | $249.5M | 0.21% | −74,707−5.6% | Reduced |
| Asset Management One Co.,Ltd. | 1,299,958 | $257.0M | 0.76% | +3,988+0.3% | Added |
| American Century Companies Inc | 1,328,735 | $262.7M | 0.14% | −45,816−3.3% | Reduced |
| Voya Investment Management LLC | 1,348,208 | $265.9M | 0.28% | −4,181−0.3% | Reduced |
| Bamco Inc | 1,344,941 | $265.9M | 0.80% | +67,449+5.3% | Added |
| Nomura Asset Management Co Ltd | 1,366,105 | $270.1M | 0.70% | +62,949+4.8% | Added |
| Citigroup Inc | 1,366,340 | $270.1M | 0.17% | +274,418+25.1% | Added |
| California Public Employees Retirement System | 1,420,440 | $280.8M | 0.17% | −241,733−14.5% | Reduced |
| Wells Fargo & Company | 1,462,697 | $289.2M | 0.06% | +197,819+15.6% | Added |
| Vanguard Global Advisers, LLC | 1,526,277 | $301.8M | 0.16% | +1,526,277 | New |
| Schroder Investment Management Group | 1,528,544 | $302.2M | 0.25% | −103,689−6.4% | Reduced |
| Great West Life Assurance Co | 1,532,757 | $303.8M | 0.54% | +33,852+2.3% | Added |
| Citadel Advisors LLC | 1,647,617 | $325.8M | 0.23% | +1,457,430+766.3% | Added |
| Standard Life Aberdeen plc | 1,685,701 | $333.3M | 0.54% | −34,299−2.0% | Reduced |
| Barclays PLC | 1,695,631 | $335.2M | 0.12% | +44,693+2.7% | Added |
| APG Asset Management US Inc. | 1,692,393 | $336.5M | 2.59% | +35,076+2.1% | Added |
| PGGM Investments | 1,751,383 | $346.3M | 6.07% | −286,828−14.1% | Reduced |
| Alliancebernstein L.P. | 2,035,089 | $377.7M | 0.12% | +725,443+55.4% | Added |
| National Pension Service | 1,953,024 | $386.1M | 0.29% | +34,496+1.8% | Added |
| Swiss National Bank | 2,014,200 | $398.2M | 0.23% | +181,400+9.9% | Added |
| Nordea Investment Management AB | 2,030,294 | $398.7M | 0.37% | +99,400+5.1% | Added |
| Canada Pension Plan Investment Board | 2,027,043 | $400.8M | 0.26% | +1,111,021+121.3% | Added |
| D. E. Shaw & Co., Inc. | 2,079,154 | $411.1M | 0.32% | +989,530+90.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,137,546 | $422.6M | 0.28% | +171,418+8.7% | Added |
| UBS Group AG | 2,464,410 | $487.2M | 0.09% | +701,974+39.8% | Added |
| Duff & Phelps Investment Management Co | 2,632,540 | $520.5M | 5.40% | +22,850+0.9% | Added |
| SEI Investments Co | 2,658,479 | $525.6M | 0.48% | +247,637+10.3% | Added |
| Russell Investments Group, Ltd. | 2,869,519 | $567.0M | 0.61% | +155,678+5.7% | Added |
| Cbre Clarion Securities LLC | 3,006,833 | $594.5M | 8.81% | −222,845−6.9% | Reduced |
| Prudential Financial Inc | 3,035,898 | $600.2M | 0.74% | +106,720+3.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,177,717 | $628.3M | 0.41% | −7,623−0.2% | Reduced |
| WCM Investment Management, LLC | 3,256,983 | $636.1M | 1.45% | −24,554−0.7% | Reduced |
| HSBC Holdings PLC | 3,231,108 | $639.0M | 0.38% | +340,314+11.8% | Added |
| Amundi | 3,331,121 | $658.6M | 0.18% | −169,772−4.8% | Reduced |
| Ameriprise Financial Inc | 3,560,107 | $694.8M | 0.16% | +844,729+31.1% | Added |
| Resolution Capital Ltd | 3,605,925 | $712.9M | 14.99% | +34,547+1.0% | Added |
| Vanguard Fiduciary Trust Co | 3,926,660 | $776.3M | 0.20% | +3,926,660 | New |
| Bank of New York Mellon Corp | 3,972,536 | $785.4M | 0.14% | −55,900−1.4% | Reduced |
| Daiwa Securities Group Inc. | 4,283,582 | $846.9M | 2.44% | −194,324−4.3% | Reduced |
| Deutsche Bank AG | 5,144,394 | $1.02B | 0.34% | −592,534−10.3% | Reduced |
| Centersquare Investment Management LLC | 5,242,709 | $1.04B | 10.72% | −299,293−5.4% | Reduced |
| Nuveen, LLC | 5,442,019 | $1.08B | 0.29% | +376,243+7.4% | Added |
| Capital Research Global Investors | 6,534,932 | $1.29B | 0.20% | +6,228,622+2,033.4% | Added |
| Invesco Ltd. | 6,634,404 | $1.31B | 0.13% | −281,623−4.1% | Reduced |
| Goldman Sachs Group Inc | 6,734,131 | $1.33B | 0.17% | +2,260,014+50.5% | Added |
| Legal & General Group Plc | 7,239,197 | $1.43B | 0.33% | −68,122−0.9% | Reduced |
| UBS Asset Management Americas Inc | 8,170,874 | $1.62B | 0.34% | +8,148,400+36,257.0% | Added |
| Dimensional Fund Advisors LP | 8,345,022 | $1.65B | 0.34% | +57,938+0.7% | Added |
| JPMorgan Chase & Co | 8,666,680 | $1.69B | 0.11% | +225,686+2.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,768,922 | $1.73B | 1.58% | −454,173−4.9% | Reduced |
| Charles Schwab Investment Management Inc | 8,829,439 | $1.75B | 0.27% | +423,850+5.0% | Added |
| Northern Trust Corp | 8,999,817 | $1.78B | 0.24% | +13,505+0.2% | Added |
| Morgan Stanley | 9,046,607 | $1.79B | 0.11% | −1,020,504−10.1% | Reduced |
| Principal Financial Group Inc | 9,606,655 | $1.90B | 1.01% | −487,428−4.8% | Reduced |
| Capital World Investors | 12,722,329 | $2.52B | 0.34% | +1,977,809+18.4% | Added |
| Wellington Management Group LLP | 16,950,076 | $3.35B | 0.63% | −1,704,411−9.1% | Reduced |
| Price T Rowe Associates Inc | 17,215,818 | $3.40B | 0.39% | +389,783+2.3% | Added |
| Geode Capital Management, LLC | 17,767,889 | $3.51B | 0.22% | +760,518+4.5% | Added |
| Bank of America Corp | 21,750,501 | $4.30B | 0.31% | +1,347,243+6.6% | Added |
| FMR LLC | 22,175,983 | $4.38B | 0.23% | +1,352,910+6.5% | Added |
| Capital International Investors | 35,817,366 | $7.08B | 1.66% | −11,614,403−24.5% | Reduced |
| Cohen & Steers, Inc. | 35,845,277 | $7.09B | 12.31% | +2,331,605+7.0% | Added |
| State Street Corp | 41,560,777 | $8.22B | 0.28% | −199,551−0.5% | Reduced |
| Vanguard Portfolio Management LLC | 41,863,049 | $8.28B | 0.43% | +41,863,049 | New |
| Vanguard Capital Management LLC | 45,352,434 | $8.97B | 0.22% | +45,352,434 | New |
| BlackRock, Inc. | 74,003,756 | $14.6B | 0.26% | +1,223,102+1.7% | Added |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −665,830−100.0% | Sold out |
| Apollo Management Holdings, L.P. | 0 | $0 | 0.00% | −514,660−100.0% | Sold out |