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 |
|---|---|---|---|---|---|
| STRS Ohio | 725,242 | $143.4M | 0.57% | +4,918+0.7% | Added |
| FIL Ltd | 677,782 | $134.0M | 0.10% | +394,883+139.6% | Added |
| Macquarie Group Ltd | 677,099 | $133.9M | 0.80% | −43,796−6.1% | Reduced |
| Marshall Wace, LLP | 675,946 | $133.6M | 0.14% | +675,946 | New |
| 1832 Asset Management L.P. | 656,987 | $129.9M | 0.17% | +544,580+484.5% | Added |
| Neuberger Berman Group LLC | 650,212 | $128.6M | 0.10% | −1,962−0.3% | Reduced |
| Swedbank AB | 633,469 | $125.2M | 0.13% | −43,717−6.5% | Reduced |
| Adage Capital Partners GP, L.L.C. | 625,106 | $123.6M | 0.19% | +139,800+28.8% | Added |
| State Board of Administration of Florida Retirement System | 595,007 | $117.6M | 0.22% | +3,326+0.6% | Added |
| Bank of Montreal | 592,204 | $117.1M | 0.05% | +50,663+9.4% | Added |
| TCW Group Inc | 571,230 | $112.9M | 0.85% | +136,858+31.5% | Added |
| Aviva PLC | 566,969 | $112.1M | 0.19% | +18,149+3.3% | Added |
| Retirement Systems of Alabama | 537,291 | $106.2M | 0.35% | +7,734+1.5% | Added |
| Fred Alger Management, LLC | 533,533 | $105.5M | 0.46% | +474,114+797.9% | Added |
| State of New Jersey Common Pension Fund D | 525,200 | $103.8M | 0.40% | +21,875+4.3% | Added |
| New York State Teachers Retirement System | 523,486 | $103.5M | 0.21% | +47,963+10.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 513,811 | $101.6M | 0.25% | +17,548+3.5% | Added |
| Jones Financial Companies LLLP | 509,139 | $99.7M | 0.05% | +378,068+288.4% | Added |
| Franklin Resources Inc | 480,374 | $95.0M | 0.02% | +7,421+1.6% | Added |
| Balyasny Asset Management LLC | 475,776 | $94.1M | 0.18% | +315,998+197.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 475,209 | $94.0M | 0.48% | +90,664+23.6% | Added |
| Van Eck Associates Corp | 471,607 | $93.2M | 0.07% | +89,412+23.4% | Added |
| LPL Financial LLC | 451,343 | $89.2M | 0.02% | +84,438+23.0% | Added |
| Holocene Advisors, LP | 443,765 | $87.7M | 0.21% | +443,765 | New |
| First Trust Advisors LP | 431,978 | $85.4M | 0.06% | +8,854+2.1% | Added |
| Resona Asset Management Co.,Ltd. | 435,657 | $85.3M | 0.43% | +23,227+5.6% | Added |
| AQR Capital Management LLC | 430,296 | $83.7M | 0.04% | −46,453−9.7% | Reduced |
| Manufacturers Life Insurance Company, The | 421,758 | $83.4M | 0.07% | +150.0% | Added |
| Squarepoint Ops LLC | 419,548 | $82.9M | 0.18% | +182,495+77.0% | Added |
| State of Alaska, Department of Revenue | 417,581 | $82.6M | 0.89% | +9,175+2.2% | Added |
| Erste Asset Management GmbH | 420,913 | $82.3M | 0.76% | +238,307+130.5% | Added |
| Millennium Management LLC | 413,769 | $81.8M | 0.06% | +370,557+857.5% | Added |
| Danske Bank A/S | 413,637 | $81.8M | 0.20% | −2,883−0.7% | Reduced |
| Virginia Retirement Systems Et Al | 413,388 | $81.7M | 0.61% | +24,228+6.2% | Added |
| Primecap Management Co | 384,309 | $76.0M | 0.06% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 382,262 | $75.9M | 0.13% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 369,051 | $73.0M | 0.17% | +22,248+6.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 361,093 | $71.4M | 0.16% | +210,946+140.5% | Added |
| Credit Agricole S A | 352,866 | $69.8M | 0.23% | −53,245−13.1% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 346,029 | $68.4M | 0.20% | −4,245−1.2% | Reduced |
| Bowen Hanes & Co Inc | 345,956 | $68.4M | 1.67% | 00.0% | Unchanged |
| APG Asset Management N.V. | 396,613 | $68.1M | 0.22% | +31,639+8.7% | Added |
| Victory Capital Management Inc | 344,030 | $68.0M | 0.04% | −85,845−20.0% | Reduced |
| Royal London Asset Management Ltd | 339,522 | $67.1M | 0.14% | +11,557+3.5% | Added |
| UniSuper Management Pty Ltd | 338,455 | $66.9M | 0.44% | −35,798−9.6% | Reduced |
| Natixis | 318,076 | $62.9M | 0.25% | +80,833+34.1% | Added |
| Handelsbanken Fonder AB | 316,815 | $62.6M | 0.21% | +1,218+0.4% | Added |
| Hazelview Securities Inc. | 312,963 | $61.9M | 11.52% | +142,180+83.3% | Added |
| Ensign Peak Advisors, Inc | 308,894 | $61.1M | 0.11% | +159,584+106.9% | Added |
| Brookfield Asset Management Inc. | 307,019 | $60.7M | 0.08% | +8,888+3.0% | Added |
| Toronto Dominion Bank | 305,229 | $60.3M | 0.12% | −95,947−23.9% | Reduced |
| Candriam Luxembourg S.C.A. | 303,844 | $60.1M | 0.31% | −48,517−13.8% | Reduced |
| KLP Kapitalforvaltning AS | 303,346 | $60.0M | 0.24% | +12,200+4.2% | Added |
| Border to Coast Pensions Partnership Ltd | 300,000 | $59.5M | 1.01% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 296,651 | $58.7M | 0.80% | +197,207+198.3% | Added |
| Stifel Financial Corp | 295,621 | $58.5M | 0.05% | +16,254+5.8% | Added |
| Treasurer of the State of North Carolina | 294,389 | $58.2M | 0.18% | +6,277+2.2% | Added |
| Robeco Institutional Asset Management B.V. | 293,393 | $58.0M | 0.08% | −6,616−2.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 279,332 | $55.2M | 0.16% | −1,487−0.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 275,111 | $55.2M | 0.12% | +80,059+41.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 275,685 | $54.5M | 0.44% | +10,516+4.0% | Added |
| Advisor Group Holdings, Inc. | 275,119 | $54.4M | 0.08% | +16,355+6.3% | Added |
| Uniplan Investment Counsel, Inc. | 275,099 | $54.4M | 5.58% | −11,748−4.1% | Reduced |
| CORDA Investment Management, LLC. | 265,721 | $52.5M | 3.63% | −13,909−5.0% | Reduced |
| Toroso Investments, LLC | 259,104 | $51.2M | 0.16% | +47,685+22.6% | Added |
| CIBC Bancorp USA Inc. | 258,678 | $51.1M | 0.07% | +258,678 | New |
| Mackenzie Financial Corp | 256,459 | $50.7M | 0.06% | +61,221+31.4% | Added |
| M.D. Sass Investors Services, Inc. | 255,592 | $50.5M | 3.83% | −17,448−6.4% | Reduced |
| IFM Investors Pty Ltd | 252,190 | $49.9M | 0.42% | +10,223+4.2% | Added |
| Cerity Partners LLC | 247,551 | $48.9M | 0.07% | +2,128+0.9% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 245,320 | $48.5M | 0.26% | +96,900+65.3% | Added |
| EP Wealth Advisors, LLC | 245,187 | $48.5M | 0.24% | +30,573+14.2% | Added |
| Capital International Sarl | 239,169 | $47.3M | 0.77% | +88,495+58.7% | Added |
| Hudson Bay Capital Management LP | 235,296 | $46.5M | 0.28% | +235,296 | New |
| The PNC Financial Services Group, Inc. | 227,950 | $45.1M | 0.03% | +3,497+1.6% | Added |
| Federated Hermes, Inc. | 227,140 | $44.9M | 0.07% | +45,470+25.0% | Added |
| Gotham Asset Management, LLC | 222,391 | $44.0M | 0.13% | +52,232+30.7% | Added |
| Braun Stacey Associates Inc | 222,073 | $43.9M | 1.46% | −2,080−0.9% | Reduced |
| NEOS Investment Management LLC | 220,336 | $43.6M | 0.22% | +41,085+22.9% | Added |
| Creative Planning | 220,074 | $43.5M | 0.03% | +8,471+4.0% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 214,661 | $42.4M | 0.22% | −3,273−1.5% | Reduced |
| State of Tennessee, Treasury Department | 214,314 | $42.4M | 0.14% | −6,438−2.9% | Reduced |
| Tredje AP-fonden | 210,912 | $41.7M | 0.23% | +105,318+99.7% | Added |
| Ci Investments Inc. | 210,878 | $41.7M | 0.20% | −3,822−1.8% | Reduced |
| GWM Advisors LLC | 210,817 | $41.7M | 0.15% | +192,332+1,040.5% | Added |
| Caisse de Depot Et Placement du Quebec | 210,328 | $41.6M | 0.07% | +210,328 | New |
| Metis Global Partners, LLC | 209,917 | $41.5M | 1.02% | +18,065+9.4% | Added |
| NewEdge Wealth, LLC | 208,939 | $41.3M | 0.49% | −7,600−3.5% | Reduced |
| Cetera Investment Advisers | 203,503 | $40.2M | 0.04% | −1,299−0.6% | Reduced |
| Nisa Investment Advisors, LLC | 201,848 | $39.9M | 0.15% | −27,354−11.9% | Reduced |
| Mediolanum International Funds Ltd | 203,690 | $39.8M | 0.42% | +134,912+196.2% | Added |
| Farallon Capital Management, L.L.C. | 200,000 | $39.5M | 0.23% | −143,000−41.7% | Reduced |
| DnB Asset Management AS | 199,890 | $39.5M | 0.14% | +64,775+47.9% | Added |
| Nissay Asset Management Corp | 198,770 | $39.3M | 0.21% | +8,587+4.5% | Added |
| Public Sector Pension Investment Board | 198,471 | $39.2M | 0.12% | +23,684+13.6% | Added |
| Factory Mutual Insurance Co | 191,900 | $37.9M | 0.43% | −53,700−21.9% | Reduced |
| Czech National Bank | 190,030 | $37.6M | 0.25% | +9,056+5.0% | Added |
| Arizona State Retirement System | 187,978 | $37.2M | 0.22% | −4,914−2.5% | Reduced |
| Quantinno Capital Management LP | 185,298 | $36.6M | 0.06% | +25,728+16.1% | Added |
| Sanctuary Advisors, LLC | 183,420 | $36.3M | 0.20% | −9,046−4.7% | Reduced |