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 |
|---|---|---|---|---|---|
| Pensionfund Sabic | 31,059 | $6.14M | 7.40% | +2,500+8.8% | Added |
| New Mexico Educational Retirement Board | 30,748 | $6.08M | 0.19% | 00.0% | Unchanged |
| Blair William & Co | 30,320 | $5.99M | 0.02% | +379+1.3% | Added |
| D L Carlson Investment Group Inc | 30,228 | $5.98M | 1.03% | −77−0.3% | Reduced |
| Callan Family Office, LLC | 29,580 | $5.85M | 0.13% | +5,073+20.7% | Added |
| Bleakley Financial Group, LLC | 29,424 | $5.82M | 0.09% | +4,916+20.1% | Added |
| E. Ohman J:or Asset Management AB | 29,385 | $5.81M | 0.15% | +200+0.7% | Added |
| TIAA Wealth Investment Management LLC | 28,997 | $5.73M | 0.04% | +28,997 | New |
| Capital International Ltd | 28,943 | $5.72M | 0.21% | +10,034+53.1% | Added |
| MUFG Securities EMEA plc | 28,606 | $5.66M | 0.08% | +470+1.7% | Added |
| Banque Cantonale Vaudoise | 28,408 | $5.62M | 0.21% | +3,204+12.7% | Added |
| AG2R la Mondiale Gestion D'Actifs | 28,311 | $5.60M | 0.25% | +1,023+3.7% | Added |
| Mount Yale Investment Advisors, LLC | 28,217 | $5.58M | 0.13% | +26,740+1,810.4% | Added |
| XTX Topco Ltd | 28,175 | $5.57M | 0.10% | +13,585+93.1% | Added |
| MAI Capital Management | 27,630 | $5.46M | 0.03% | +1,054+4.0% | Added |
| Omers Administration Corp | 27,244 | $5.39M | 0.03% | +7,050+34.9% | Added |
| Commerce Bank | 27,063 | $5.35M | 0.03% | +3,581+15.2% | Added |
| Red Cedar Investment Management, LLC | 26,713 | $5.28M | 0.55% | −169−0.6% | Reduced |
| Rainey & Randall Investment Management Inc. | 26,557 | $5.25M | 0.85% | −90−0.3% | Reduced |
| First Pacific Financial | 26,275 | $5.19M | 0.67% | −5,025−16.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 26,127 | $5.17M | 0.35% | −253−1.0% | Reduced |
| Taproot Management LP | 25,993 | $5.14M | 0.97% | +13,908+115.1% | Added |
| Gladstone Institutional Advisory LLC | 25,821 | $5.11M | 0.19% | +3,636+16.4% | Added |
| Tokio Marine Asset Management Co Ltd | 25,743 | $5.09M | 0.18% | +1,585+6.6% | Added |
| Transamerica Financial Advisors, Inc. | 25,594 | $5.06M | 0.43% | −792−3.0% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 25,500 | $5.04M | 0.04% | 00.0% | Unchanged |
| Spire Wealth Management | 25,461 | $5.03M | 0.17% | −1,872−6.8% | Reduced |
| Ostrum Asset Management | 25,431 | $5.03M | 0.28% | +1,717+7.2% | Added |
| Saudi Central Bank | 25,333 | $5.01M | 0.11% | +25,333 | New |
| CSM Advisors, LLC | 25,121 | $4.97M | 0.12% | +25,121 | New |
| Illinois Municipal Retirement Fund | 25,134 | $4.97M | 0.06% | +17,979+251.3% | Added |
| Nomura Holdings Inc | 24,996 | $4.94M | 0.04% | −6,201−19.9% | Reduced |
| Horizon Investments, LLC | 25,027 | $4.93M | 0.06% | +1,185+5.0% | Added |
| Jain Global LLC | 24,663 | $4.88M | 0.06% | +5,245+27.0% | Added |
| Hamilton Capital Partners Inc. | 24,652 | $4.87M | 0.16% | +2,300+10.3% | Added |
| Brant Point Investment Management LLC | 24,514 | $4.85M | 1.33% | +7,514+44.2% | Added |
| Gamco Investors, Inc. Et Al | 24,173 | $4.78M | 0.05% | +70.0% | Added |
| Kestra Advisory Services, LLC | 24,002 | $4.75M | 0.02% | +1,850+8.4% | Added |
| Assenagon Asset Management S.A. | 23,985 | $4.74M | 0.01% | +517+2.2% | Added |
| Park Avenue Securities LLC | 23,789 | $4.70M | 0.04% | +1,001+4.4% | Added |
| Siemens Fonds Invest GmbH | 23,565 | $4.66M | 0.27% | −217−0.9% | Reduced |
| Westover Capital Advisors, LLC | 23,471 | $4.64M | 0.85% | −212−0.9% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 23,456 | $4.63M | 0.03% | +611+2.7% | Added |
| Pier 88 Investment Partners LLC | 23,400 | $4.63M | 1.19% | +2,400+11.4% | Added |
| Private Advisor Group, LLC | 23,353 | $4.62M | 0.02% | −68−0.3% | Reduced |
| Boston Family Office LLC | 23,091 | $4.57M | 0.30% | +1,048+4.8% | Added |
| Ascent Group, LLC | 23,065 | $4.56M | 0.16% | −1,016−4.2% | Reduced |
| Dorsey Wright & Associates | 22,908 | $4.53M | 0.56% | +13,014+131.5% | Added |
| Romano Brothers and Company | 22,880 | $4.52M | 0.51% | −180−0.8% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 22,817 | $4.51M | 0.77% | +9,430+70.4% | Added |
| Brown Advisory Inc | 22,679 | $4.48M | 0.01% | +75+0.3% | Added |
| Acadian Asset Management LLC | 22,665 | $4.47M | 0.01% | −144,574−86.4% | Reduced |
| Concurrent Investment Advisors, LLC | 22,587 | $4.47M | 0.05% | +165+0.7% | Added |
| Steward Partners Investment Advisory, LLC | 22,560 | $4.46M | 0.02% | +9,173+68.5% | Added |
| Brentview Investment Management LLC | 22,442 | $4.44M | 1.92% | +1,170+5.5% | Added |
| Perpetual Ltd | 22,416 | $4.43M | 0.07% | +165+0.7% | Added |
| United Capital Financial Advisers, LLC | 22,388 | $4.43M | 0.03% | +41+0.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 22,326 | $4.41M | 0.07% | +396+1.8% | Added |
| L & S Advisors Inc | 21,547 | $4.26M | 0.54% | +21,547 | New |
| Spinnaker Trust | 21,380 | $4.23M | 0.23% | −820−3.7% | Reduced |
| Argentarii, LLC | 21,116 | $4.17M | 1.46% | +90.0% | Added |
| Union Bancaire Privee, UBP SA | 30,439 | $4.07M | 0.07% | +489+1.6% | Added |
| Portfolio Design Labs, LLC | 20,501 | $4.05M | 0.72% | −2,157−9.5% | Reduced |
| Allworth Financial LP | 20,259 | $4.01M | 0.02% | −1,782−8.1% | Reduced |
| Asset Planning,Inc | 20,108 | $3.98M | 2.83% | +206+1.0% | Added |
| Bleichroeder LP | 20,000 | $3.95M | 0.68% | 00.0% | Unchanged |
| North Dakota State Investment Board | 19,920 | $3.94M | 0.17% | −3,031−13.2% | Reduced |
| Great Diamond Partners, LLC | 19,836 | $3.92M | 0.75% | +347+1.8% | Added |
| Sequoia Financial Advisors, LLC | 19,477 | $3.85M | 0.02% | +475+2.5% | Added |
| Chesley Taft & Associates LLC | 19,335 | $3.82M | 0.16% | +170+0.9% | Added |
| MUFG Securities Americas Inc. | 19,307 | $3.82M | 0.25% | +817+4.4% | Added |
| FJ Capital Management LLC | 19,277 | $3.81M | 0.43% | −1,698−8.1% | Reduced |
| Laird Norton Trust Company, LLC | 19,236 | $3.80M | 0.08% | +460+2.4% | Added |
| Nilsine Partners, LLC | 18,108 | $3.80M | 0.30% | +1,132+6.7% | Added |
| Benjamin Edwards Inc | 19,174 | $3.79M | 0.04% | +2,416+14.4% | Added |
| Harvest Investment Services, LLC | 19,154 | $3.79M | 0.69% | +3,362+21.3% | Added |
| Summit Place Financial Advisors, LLC | 19,096 | $3.78M | 1.81% | −2,050−9.7% | Reduced |
| Fifth Third Wealth Advisors LLC | 18,973 | $3.75M | 0.13% | +473+2.6% | Added |
| Securian Asset Management, Inc | 18,929 | $3.74M | 0.15% | +340+1.8% | Added |
| Exchange Traded Concepts, LLC | 18,916 | $3.74M | 0.03% | +2,690+16.6% | Added |
| V-Square Quantitative Management LLC | 18,875 | $3.73M | 0.39% | +793+4.4% | Added |
| Quadrant Capital Group LLC | 18,689 | $3.70M | 0.11% | +2,702+16.9% | Added |
| Kinneret Advisory, LLC | 18,451 | $3.65M | 0.35% | −818−4.2% | Reduced |
| Hilton Capital Management, LLC | 18,437 | $3.65M | 0.28% | +447+2.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 18,414 | $3.64M | 0.02% | −7,869−29.9% | Reduced |
| Retirement Management Systems Inc. | 18,205 | $3.60M | 0.87% | −8,097−30.8% | Reduced |
| YHB Investment Advisors, Inc. | 18,184 | $3.60M | 0.26% | +1,164+6.8% | Added |
| Meeder Advisory Services, Inc. | 18,170 | $3.59M | 0.15% | +964+5.6% | Added |
| Pensionmark Financial Group, LLC | 18,152 | $3.59M | 0.06% | +2,429+15.4% | Added |
| Rice Partnership, LLC | 18,075 | $3.57M | 0.49% | +18,075 | New |
| Edgestream Partners, L.P. | 17,991 | $3.56M | 0.12% | +13,231+278.0% | Added |
| Lincluden Management Ltd | 17,970 | $3.55M | 0.38% | −1,303−6.8% | Reduced |
| HB Wealth Management, LLC | 17,860 | $3.53M | 0.02% | +1,149+6.9% | Added |
| Oppenheimer & Co Inc | 17,789 | $3.52M | 0.04% | +392+2.3% | Added |
| Group One Trading, L.P. | 17,781 | $3.52M | 0.12% | +17,781 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 17,611 | $3.48M | 0.24% | 00.0% | Unchanged |
| Sarasin & Partners LLP | 17,441 | $3.45M | 0.04% | −993−5.4% | Reduced |
| Wahed Invest LLC | 17,343 | $3.43M | 0.45% | −768−4.2% | Reduced |
| Canada Post Corp Registered Pension Plan | 17,339 | $3.43M | 0.14% | −2,560−12.9% | Reduced |
| Arkadios Wealth Advisors | 17,235 | $3.41M | 0.06% | −8,183−32.2% | Reduced |