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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 182,612 | $36.1M | 0.18% | −1,032−0.6% | Reduced |
| State of Michigan Retirement System | 182,309 | $36.0M | 0.19% | +2,600+1.4% | Added |
| Eversept Partners, LP | 180,953 | $35.8M | 2.36% | +180,953 | New |
| Guggenheim Capital LLC | 180,845 | $35.8M | 0.28% | +14,430+8.7% | Added |
| Groupama Asset Managment | 176,657 | $34.9M | 0.51% | −846−0.5% | Reduced |
| B&I Capital AG | 176,358 | $34.9M | 11.86% | −5,482−3.0% | Reduced |
| Two Sigma Investments, LP | 174,951 | $34.6M | 0.03% | −274,178−61.0% | Reduced |
| Banco Santander, S.A. | 173,789 | $34.4M | 0.28% | +8,399+5.1% | Added |
| Umb Bank N A | 172,083 | $34.0M | 0.47% | −465−0.3% | Reduced |
| Eurizon Capital SGR S.p.A. | 167,637 | $33.1M | 0.10% | +167,637 | New |
| CIBC Asset Management Inc | 166,095 | $32.8M | 0.08% | +4,836+3.0% | Added |
| Bank of Nova Scotia | 158,748 | $31.4M | 0.05% | −19,343−10.9% | Reduced |
| Waratah Capital Advisors Ltd. | 152,943 | $30.2M | 2.71% | +75,213+96.8% | Added |
| Thrivent Financial for Lutherans | 152,256 | $30.1M | 0.06% | +590+0.4% | Added |
| Andra AP-fonden | 150,900 | $29.8M | 0.37% | +15,800+11.7% | Added |
| Swiss Life Asset Management Ltd | 150,766 | $29.8M | 0.15% | +12,499+9.0% | Added |
| Vestcor Inc | 149,116 | $29.5M | 0.81% | +35,507+31.3% | Added |
| Prudential PLC | 148,869 | $29.4M | 0.22% | −22,239−13.0% | Reduced |
| GEM Realty Capital | 145,581 | $28.8M | 2.85% | −222−0.2% | Reduced |
| Assetmark, Inc | 144,528 | $28.6M | 0.06% | +13,462+10.3% | Added |
| SEB Asset Management AB | 143,334 | $28.3M | 0.12% | +143,334 | New |
| Susquehanna International Group, LLP | 140,700 | $27.8M | 0.04% | +65,620+87.4% | Added |
| Alyeska Investment Group, L.P. | 139,764 | $27.6M | 0.08% | +139,764 | New |
| Colony Group, LLC | 138,713 | $27.4M | 0.03% | −1,054−0.8% | Reduced |
| Mercer Global Advisors Inc | 138,210 | $27.3M | 0.04% | +9,217+7.1% | Added |
| Gillson Capital LP | 137,998 | $27.3M | 2.24% | +137,998 | New |
| Varma Mutual Pension Insurance Co | 137,676 | $27.2M | 0.16% | 00.0% | Unchanged |
| Woodline Partners LP | 136,072 | $26.9M | 0.10% | +19,443+16.7% | Added |
| Intech Investment Management LLC | 136,010 | $26.9M | 0.26% | +85,411+168.8% | Added |
| National Bank of Canada | 135,683 | $26.8M | 0.03% | −291,610−68.2% | Reduced |
| Zurich Insurance Group Ltd | 133,957 | $26.5M | 0.21% | −67,237−33.4% | Reduced |
| Xponance, Inc. | 130,694 | $25.8M | 0.18% | +19,336+17.4% | Added |
| Federation des caisses Desjardins du Quebec | 129,877 | $25.7M | 0.09% | +40,760+45.7% | Added |
| Cander Asset Management LP | 129,693 | $25.6M | 4.60% | +50,078+62.9% | Added |
| Danica Pension, Livsforsikringsaktieselskab | 126,427 | $25.0M | 0.47% | +12,287+10.8% | Added |
| Amalgamated Bank | 125,806 | $24.9M | 0.19% | −499−0.4% | Reduced |
| USS Investment Management Ltd | 124,772 | $24.7M | 0.10% | +6,426+5.4% | Added |
| Teacher Retirement System of Texas | 122,235 | $24.2M | 0.10% | −47,507−28.0% | Reduced |
| Cornerstone Advisors, LLC | 120,083 | $23.7M | 0.87% | +120,083 | New |
| Rockefeller Capital Management L.P. | 118,902 | $23.5M | 0.04% | −12,866−9.8% | Reduced |
| OP Asset Management Ltd | 118,356 | $23.4M | 0.24% | +45,281+62.0% | Added |
| ProShare Advisors LLC | 117,599 | $23.3M | 0.03% | −26,640−18.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 115,818 | $22.9M | 0.11% | +10,934+10.4% | Added |
| Vert Asset Management LLC | 114,605 | $22.7M | 7.19% | −1,557−1.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 115,842 | $22.6M | 0.03% | −5,680−4.7% | Reduced |
| Calamos Advisors LLC | 113,656 | $22.5M | 0.09% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 112,931 | $22.3M | 0.09% | +112,931 | New |
| Capitolis Liquid Global Markets LLC | 112,691 | $22.3M | 0.14% | +112,691 | New |
| Ofi Invest Asset Management | 128,655 | $22.1M | 0.29% | +115,515+879.1% | Added |
| Utah Retirement Systems | 111,752 | $22.1M | 0.23% | +210+0.2% | Added |
| Ethic Inc. | 110,503 | $21.8M | 0.34% | −120.0% | Reduced |
| ABN AMRO Bank N.V. | 108,180 | $21.6M | 0.23% | +641+0.6% | Added |
| Kempen Capital Management N.V. | 109,295 | $21.6M | 0.19% | −6,771−5.8% | Reduced |
| CI Private Wealth, LLC | 109,148 | $21.5M | 0.03% | +55,081+101.9% | Added |
| Police & Firemen's Retirement System of New Jersey | 105,966 | $21.0M | 0.18% | +733+0.7% | Added |
| New York Life Investment Management LLC | 103,929 | $20.5M | 0.17% | +4,707+4.7% | Added |
| Teachers Retirement System of the State of Kentucky | 103,261 | $20.4M | 0.16% | −9,357−8.3% | Reduced |
| Yousif Capital Management, LLC | 102,390 | $20.2M | 0.24% | −1,405−1.4% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 102,050 | $20.2M | 0.59% | −2,917−2.8% | Reduced |
| Rakuten Investment Management, Inc. | 102,983 | $20.1M | 0.04% | +13,439+15.0% | Added |
| HighTower Advisors, LLC | 100,802 | $19.9M | 0.02% | +4,812+5.0% | Added |
| Man Group plc | 100,510 | $19.9M | 0.04% | +51,467+104.9% | Added |
| CWM Advisors, LLC | 100,098 | $19.8M | 1.15% | +30,839+44.5% | Added |
| GSI Capital Advisors LLC | 99,129 | $19.6M | 10.64% | +9,440+10.5% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 99,019 | $19.6M | 0.19% | −8,141−7.6% | Reduced |
| M&T Bank Corp | 96,751 | $19.1M | 0.06% | +2,557+2.7% | Added |
| ASR Vermogensbeheer N.V. | 96,422 | $19.1M | 0.22% | +845+0.9% | Added |
| Capital Group Private Client Services, Inc. | 96,009 | $19.0M | 0.32% | −10,245−9.6% | Reduced |
| Mariner, LLC | 95,582 | $18.9M | 0.02% | +9,743+11.4% | Added |
| Appleton Partners Inc | 95,106 | $18.8M | 1.31% | +2,140+2.3% | Added |
| British Columbia Investment Management Corp | 94,590 | $18.7M | 0.11% | −24,091−20.3% | Reduced |
| Fifth Third Bancorp | 93,256 | $18.4M | 0.03% | +5,970+6.8% | Added |
| Public Employees Retirement Association of Colorado | 92,101 | $18.2M | 0.07% | +5,890+6.8% | Added |
| Knights of Columbus Asset Advisors LLC | 91,909 | $18.2M | 1.03% | +1,152+1.3% | Added |
| New Age Alpha Advisors, LLC | 91,795 | $18.1M | 0.85% | −5,880−6.0% | Reduced |
| JustInvest LLC | 91,371 | $18.1M | 0.18% | +7,134+8.5% | Added |
| ING Groep NV | 90,787 | $17.9M | 0.11% | +85,441+1,598.2% | Added |
| Keybank National Association | 89,883 | $17.8M | 0.06% | +338+0.4% | Added |
| Allstate Corp | 88,351 | $17.5M | 0.19% | +24,929+39.3% | Added |
| Connors Investor Services Inc | 87,110 | $17.2M | 1.59% | −9,881−10.2% | Reduced |
| Wealthfront Advisers LLC | 87,079 | $17.2M | 0.04% | +4,831+5.9% | Added |
| Commonwealth Equity Services, LLC | 86,964 | $17.2M | 0.02% | −1,293−1.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 86,058 | $17.0M | 0.01% | +241+0.3% | Added |
| Captrust Financial Advisors | 85,936 | $17.0M | 0.03% | +3,936+4.8% | Added |
| Abn Amro Investment Solutions | 84,975 | $16.8M | 0.22% | +4,355+5.4% | Added |
| QRG Capital Management, Inc. | 80,904 | $16.0M | 0.17% | +6,846+9.2% | Added |
| Kovitz Investment Group Partners, LLC | 80,600 | $15.9M | 0.37% | +80,600 | New |
| Oregon Public Employees Retirement Fund | 79,935 | $15.8M | 0.21% | +1,300+1.7% | Added |
| Mutual of America Capital Management LLC | 77,621 | $15.3M | 0.17% | +469+0.6% | Added |
| Venture Visionary Partners LLC | 76,508 | $15.1M | 0.50% | +2,364+3.2% | Added |
| Chilton Capital Management LLC | 76,036 | $15.0M | 0.52% | −396−0.5% | Reduced |
| Oppenheimer Asset Management Inc. | 75,904 | $15.0M | 0.17% | +8,005+11.8% | Added |
| GDS Wealth Management | 73,913 | $14.6M | 0.88% | +6,085+9.0% | Added |
| Avanza Fonder AB | 72,270 | $14.3M | 0.40% | −3,345−4.4% | Reduced |
| CIBC World Markets Inc. | 71,664 | $14.2M | 0.02% | −234,222−76.6% | Reduced |
| Trust Co of Toledo NA | 71,582 | $14.2M | 1.34% | −1,695−2.3% | Reduced |
| MML Investors Services, LLC | 70,798 | $14.0M | 0.04% | +7,296+11.5% | Added |
| Norinchukin Bank, The | 69,570 | $13.8M | 0.16% | +447+0.6% | Added |
| Westpac Banking Corp | 69,410 | $13.7M | 0.95% | −4,181−5.7% | Reduced |
| Janney Montgomery Scott LLC | 68,899 | $13.6M | 0.03% | −8,196−10.6% | Reduced |