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 |
|---|---|---|---|---|---|
| Blue Chip Partners, Inc. | 68,404 | $13.5M | 0.97% | +68,404 | New |
| Brookstone Capital Management | 67,752 | $13.4M | 0.15% | +15,575+29.9% | Added |
| Mizuho Markets Cayman LP | 67,061 | $13.3M | 0.71% | +67,061 | New |
| Central Trust Co | 66,875 | $13.2M | 0.26% | −160−0.2% | Reduced |
| Groupe la Francaise | 66,226 | $13.1M | 0.18% | −41,588−38.6% | Reduced |
| ExodusPoint Capital Management, LP | 66,207 | $13.1M | 0.13% | +26,176+65.4% | Added |
| Osmosis Investment Management UK Ltd | 65,303 | $12.9M | 0.35% | +22,882+53.9% | Added |
| Truist Financial Corp | 65,089 | $12.9M | 0.02% | −4,985−7.1% | Reduced |
| US Bancorp | 62,847 | $12.4M | 0.02% | +510+0.8% | Added |
| HBK Investments L P | 62,515 | $12.4M | 0.16% | +62,515 | New |
| Signature Estate & Investment Advisors LLC | 62,129 | $12.3M | 0.25% | +12,775+25.9% | Added |
| Vestmark Advisory Solutions, Inc. | 61,913 | $12.2M | 0.14% | +25,306+69.1% | Added |
| Allspring Global Investments Holdings, LLC | 60,457 | $12.0M | 0.02% | +2,320+4.0% | Added |
| Pensionfund DSM Netherlands | 60,253 | $11.9M | 6.89% | +7,500+14.2% | Added |
| Rafferty Asset Management, LLC | 59,279 | $11.7M | 0.05% | −20,624−25.8% | Reduced |
| TD Waterhouse Canada Inc. | 58,329 | $11.6M | 0.03% | +50,937+689.1% | Added |
| CWM, LLC | 55,856 | $11.0M | 0.03% | +933+1.7% | Added |
| Harbour Trust & Investment Management Co | 55,080 | $10.9M | 1.16% | +473+0.9% | Added |
| Advisors Asset Management, Inc. | 54,894 | $10.9M | 0.18% | −5,319−8.8% | Reduced |
| Investment Management Corp of Ontario | 54,788 | $10.8M | 0.14% | −20,048−26.8% | Reduced |
| Windle Wealth, LLC | 54,222 | $10.7M | 4.53% | +841+1.6% | Added |
| Bayhunt Capital LLC | 57,671 | $10.7M | 10.14% | +57,671 | New |
| WESPAC Advisors SoCal, LLC | 53,926 | $10.7M | 2.27% | +803+1.5% | Added |
| U.S. Capital Wealth Advisors, LLC | 53,806 | $10.6M | 0.27% | +253+0.5% | Added |
| Pathstone Holdings, LLC | 53,805 | $10.6M | 0.04% | +5,645+11.7% | Added |
| Gulf International Bank (UK) Ltd | 53,125 | $10.5M | 0.23% | +19,149+56.4% | Added |
| Aptus Capital Advisors, LLC | 52,419 | $10.4M | 0.09% | −1,857−3.4% | Reduced |
| Fideuram Asset Management (Ireland) dac | 53,599 | $10.1M | 1.30% | +46,757+683.4% | Added |
| Atria Investments LLC | 50,975 | $10.1M | 0.11% | −2,221−4.2% | Reduced |
| Pinnacle Associates Ltd | 50,948 | $10.1M | 0.13% | −695−1.3% | Reduced |
| Elo Mutual Pension Insurance Co | 50,265 | $9.94M | 0.16% | −377−0.7% | Reduced |
| Kingdon Capital Management, L.L.C. | 50,000 | $9.89M | 1.66% | 00.0% | Unchanged |
| Lido Advisors, LLC | 49,880 | $9.86M | 0.04% | −21,675−30.3% | Reduced |
| Naviter Wealth, LLC | 49,313 | $9.75M | 1.22% | +6,384+14.9% | Added |
| Quadrature Capital Ltd | 49,122 | $9.71M | 0.12% | +49,122 | New |
| Easterly Investment Partners LLC | 47,345 | $9.28M | 0.71% | −45,058−48.8% | Reduced |
| Vanderbilt University | 45,913 | $9.08M | 1.72% | +1,770+4.0% | Added |
| Triasima Portfolio Management inc. | 45,206 | $8.94M | 1.35% | +547+1.2% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 43,932 | $8.69M | 0.25% | +9,217+26.6% | Added |
| Vident Advisory, LLC | 43,827 | $8.67M | 0.07% | +9,968+29.4% | Added |
| Azimuth Capital Investment Management LLC | 43,552 | $8.61M | 0.32% | +755+1.8% | Added |
| Indivisible Partners | 43,224 | $8.55M | 0.76% | +10,112+30.5% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 43,130 | $8.53M | 0.03% | −83,667−66.0% | Reduced |
| Rational Advisors LLC | 44,400 | $8.52M | 0.87% | +23,400+111.4% | Added |
| Windward Capital Management Co | 43,064 | $8.51M | 0.69% | +69+0.2% | Added |
| Beacon Financial Planning, Inc | 42,632 | $8.43M | 3.26% | +12,586+41.9% | Added |
| Empowered Funds, LLC | 42,551 | $8.41M | 0.05% | +1,847+4.5% | Added |
| Callahan Advisors, LLC | 42,367 | $8.38M | 0.70% | −2,218−5.0% | Reduced |
| Mizuho Securities USA LLC | 42,182 | $8.34M | 0.20% | −7,792−15.6% | Reduced |
| Advisors Management Group Inc | 42,049 | $8.31M | 1.52% | −2,226−5.0% | Reduced |
| Tower Research Capital LLC (TRC) | 42,002 | $8.30M | 0.22% | +21,917+109.1% | Added |
| DuPont Capital Management Corp | 41,770 | $8.26M | 0.94% | −12,766−23.4% | Reduced |
| Spirit of America Management Corp | 41,425 | $8.19M | 1.62% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 41,342 | $8.17M | 0.10% | +2,497+6.4% | Added |
| Peapack Gladstone Financial Corp | 41,069 | $8.12M | 0.10% | −1,196−2.8% | Reduced |
| Carret Asset Management, LLC | 40,525 | $8.01M | 0.78% | +78+0.2% | Added |
| Vise Technologies, Inc. | 42,890 | $7.96M | 0.16% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 40,258 | $7.96M | 0.40% | −1,393−3.3% | Reduced |
| Azzad Asset Management Inc | 40,189 | $7.95M | 0.80% | +7,760+23.9% | Added |
| Hartford Investment Management Co | 39,798 | $7.87M | 0.25% | +88+0.2% | Added |
| Brinker Capital Investments, LLC | 39,658 | $7.84M | 0.07% | +7,083+21.7% | Added |
| DRW Securities, LLC | 39,622 | $7.83M | 0.43% | +38,272+2,835.0% | Added |
| Crossmark Global Holdings, Inc. | 39,539 | $7.82M | 0.12% | +2,449+6.6% | Added |
| Generali Asset Management SPA SGR | 39,474 | $7.80M | 0.16% | −1,318−3.2% | Reduced |
| Pacer Advisors, Inc. | 39,434 | $7.80M | 0.02% | −19,263−32.8% | Reduced |
| Walleye Capital LLC | 39,283 | $7.77M | 0.05% | +747+1.9% | Added |
| PFA Pension, Forsikringsaktieselskab | 39,236 | $7.76M | 0.02% | +137+0.4% | Added |
| Bokf, NA | 38,870 | $7.68M | 0.12% | +5,560+16.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 38,567 | $7.63M | 0.07% | +2,940+8.3% | Added |
| Longbow Finance SA | 38,372 | $7.59M | 1.37% | +2,691+7.5% | Added |
| GeoWealth Management, LLC | 38,059 | $7.52M | 0.27% | −11,714−23.5% | Reduced |
| AMF Pensionsforsakring AB | 37,040 | $7.32M | 0.05% | +10,533+39.7% | Added |
| Fairfield Financial Advisors, LTD | 36,731 | $7.26M | 2.50% | +1,273+3.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 36,292 | $7.17M | 0.04% | +5,154+16.6% | Added |
| Brasada Capital Management, LP | 35,484 | $7.13M | 1.31% | −2,070−5.5% | Reduced |
| LGT Group Foundation | 35,687 | $7.06M | 0.09% | −19,626−35.5% | Reduced |
| Louisiana State Employees Retirement System | 35,600 | $7.04M | 0.12% | +500+1.4% | Added |
| KMG Fiduciary Partners, LLC | 35,505 | $7.02M | 0.52% | −10.0% | Reduced |
| Asset Planning Services Inc | 35,100 | $6.94M | 3.04% | +65+0.2% | Added |
| OpenArc Corporate Advisory, LLC | 34,816 | $6.88M | 0.10% | −1,640−4.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 34,746 | $6.87M | 0.02% | −1,085−3.0% | Reduced |
| Maryland State Retirement & Pension System | 34,659 | $6.85M | 0.14% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 34,380 | $6.80M | 0.07% | −23,563−40.7% | Reduced |
| Westwood Holdings Group Inc. | 33,978 | $6.72M | 0.05% | +995+3.0% | Added |
| Warren Averett Asset Management, LLC | 33,966 | $6.72M | 0.05% | −1,834−5.1% | Reduced |
| Beck Capital Management, LLC | 33,965 | $6.72M | 1.54% | +139+0.4% | Added |
| Meiji Yasuda America Inc | 33,755 | $6.67M | 1.65% | +3,762+12.5% | Added |
| Merit Financial Group, LLC | 33,720 | $6.67M | 0.05% | +1,603+5.0% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 33,066 | $6.54M | 1.41% | +30,681+1,286.4% | Added |
| Boothbay Fund Management, LLC | 32,794 | $6.48M | 0.15% | −2,721−7.7% | Reduced |
| Atlantic Union Bankshares Corp | 32,697 | $6.46M | 0.12% | +7,580+30.2% | Added |
| Legacy CG, LLC | 32,658 | $6.46M | 1.79% | +694+2.2% | Added |
| DoubleLine ETF Adviser LP | 32,367 | $6.40M | 2.44% | −9,065−21.9% | Reduced |
| Vontobel Holding Ltd. | 32,174 | $6.36M | 0.02% | −1,179−3.5% | Reduced |
| Agf Management Ltd | 32,018 | $6.33M | 0.03% | −4,535−12.4% | Reduced |
| Landscape Capital Management, L.L.C. | 31,896 | $6.31M | 0.40% | +6,137+23.8% | Added |
| Sterling Capital Management LLC | 31,606 | $6.25M | 0.12% | −1,815−5.4% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 31,600 | $6.25M | 0.33% | 00.0% | Unchanged |
| AIA Group Ltd | 31,204 | $6.17M | 0.09% | −24,549−44.0% | Reduced |
| Verition Fund Management LLC | 31,171 | $6.16M | 0.06% | +22,324+252.3% | Added |