Skip to main content

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; 1,601 institutions reported holding it in 13F filings for Q2 2026, worth $160.7B in total; no superinvestor holds it.

13F holders, Q3 2026

Institutional positions in Welltower Inc. as of Sep 30, 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders
13
0 vs. Q2 2026
Shares held
107.6K
+640 (+0.6%) vs. Q2 2026
Total value
$24.8M
+$497.1K (+2.0%) vs. Q2 2026
New holders
0
6 more added
Sold out
0
1 more reduced

1,588 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: 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.

Institutional holders
Q1 2021: 735 institutionsQ2 2021: 759 institutionsQ3 2021: 763 institutionsQ4 2021: 807 institutionsQ1 2022: 847 institutionsQ2 2022: 819 institutionsQ3 2022: 786 institutionsQ4 2022: 799 institutionsQ1 2023: 776 institutionsQ2 2023: 813 institutionsQ3 2023: 828 institutionsQ4 2023: 935 institutionsQ1 2024: 963 institutionsQ2 2024: 1,001 institutionsQ3 2024: 1,064 institutionsQ4 2024: 1,132 institutionsQ1 2025: 1,237 institutionsQ2 2025: 1,266 institutionsQ3 2025: 1,337 institutionsQ4 2025: 1,437 institutionsQ1 2026: 1,497 institutionsQ2 2026: 1,601 institutions
Value held
Q1 2021: $27.4BQ2 2021: $33.4BQ3 2021: $33.6BQ4 2021: $36.5BQ1 2022: $42.3BQ2 2022: $37.4BQ3 2022: $29.8BQ4 2022: $30.9BQ1 2023: $34.5BQ2 2023: $39.9BQ3 2023: $42.1BQ4 2023: $48.6BQ1 2024: $52.6BQ2 2024: $61.0BQ3 2024: $76.9BQ4 2024: $77.9BQ1 2025: $97.4BQ2 2025: $99.5BQ3 2025: $111.3BQ4 2025: $125.5BQ1 2026: $133.3BQ2 2026: $160.7B
Institutions holding WELL and their total value by quarter
QuarterHoldersValue
Q2 20261,601$160.7B
Q1 20261,497$133.3B
Q4 20251,437$125.5B
Q3 20251,337$111.3B
Q2 20251,266$99.5B
Q1 20251,237$97.4B
Q4 20241,132$77.9B
Q3 20241,064$76.9B
Q2 20241,001$61.0B
Q1 2024963$52.6B
Q4 2023935$48.6B
Q3 2023828$42.1B
Q2 2023813$39.9B
Q1 2023776$34.5B
Q4 2022799$30.9B
Q3 2022786$29.8B
Q2 2022819$37.4B
Q1 2022847$42.3B
Q4 2021807$36.5B
Q3 2021763$33.6B
Q2 2021759$33.4B
Q1 2021735$27.4B

Institutions, Q3 2026

Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q2 2026.

Institutions holding WELL in Q3 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Noble Wealth Management PBC4$9210.00%00.0%Unchanged
GoalVest Advisory LLC6$1.38K0.00%00.0%Unchanged
Roxbury Financial LLC196$45.1K0.03%00.0%Unchanged
Planning Strategies Inc.245$56.4K0.03%+4+1.7%Added
Eastern Bank730$168.1K0.00%+100+15.9%Added
Versant Capital Management, Inc751$172.9K0.01%+235+45.5%Added
Rosenberg Matthew Hamilton848$195.2K0.03%00.0%Unchanged
Park National Corp1,523$350.7K0.01%+51+3.5%Added
Massmutual Trust Co FSB2,868$660.3K0.02%−105−3.5%Reduced
Stonebridge Financial Group, LLC3,542$815.5K0.06%+15+0.4%Added
CX Institutional5,559$1.28M0.03%+340+6.5%Added
Pensionfund Sabic31,059$7.15M8.63%00.0%Unchanged
Pensionfund DSM Netherlands60,253$13.9M8.16%00.0%Unchanged
BlackRock, Inc.––––Not filed
Vanguard Capital Management LLC––––Not filed
Vanguard Portfolio Management LLC––––Not filed
State Street Corp––––Not filed
Capital International Investors––––Not filed
Cohen & Steers, Inc.––––Not filed
Capital World Investors––––Not filed
Bank of America Corp––––Not filed
FMR LLC––––Not filed
Price T Rowe Associates Inc––––Not filed
Norges Bank––––Not filed
Geode Capital Management, LLC––––Not filed
Wellington Management Group LLP––––Not filed
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main––––Not filed
Principal Financial Group Inc––––Not filed
Morgan Stanley––––Not filed
Charles Schwab Investment Management Inc––––Not filed
Northern Trust Corp––––Not filed
JPMorgan Chase & Co––––Not filed
Dimensional Fund Advisors LP––––Not filed
Goldman Sachs Group Inc––––Not filed
UBS Asset Management Americas Inc––––Not filed
Legal & General Group Plc––––Not filed
Capital Research Global Investors––––Not filed
Invesco Ltd.––––Not filed
Centersquare Investment Management LLC––––Not filed
Amundi––––Not filed
Deutsche Bank AG––––Not filed
Nuveen, LLC––––Not filed
Daiwa Securities Group Inc.––––Not filed
Bank of New York Mellon Corp––––Not filed
Vanguard Fiduciary Trust Co––––Not filed
Ameriprise Financial Inc––––Not filed
Resolution Capital Ltd––––Not filed
WCM Investment Management, LLC––––Not filed
HSBC Holdings PLC––––Not filed
Sumitomo Mitsui Trust Holdings, Inc.––––Not filed
Prudential Financial Inc––––Not filed
Duff & Phelps Investment Management Co––––Not filed
Russell Investments Group, Ltd.––––Not filed
Cbre Clarion Securities LLC––––Not filed
SEI Investments Co––––Not filed
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.––––Not filed
Canada Pension Plan Investment Board––––Not filed
Nordea Investment Management AB––––Not filed
National Pension Service––––Not filed
Swiss National Bank––––Not filed
Standard Life Aberdeen plc––––Not filed
APG Asset Management US Inc.––––Not filed
Great West Life Assurance Co––––Not filed
UBS Group AG––––Not filed
Wells Fargo & Company––––Not filed
California Public Employees Retirement System––––Not filed
Vanguard Global Advisers, LLC––––Not filed
Alliancebernstein L.P.––––Not filed
Schroder Investment Management Group––––Not filed
American Century Companies Inc––––Not filed
Nomura Asset Management Co Ltd––––Not filed
Vanguard Asset Management, Ltd––––Not filed
Zurcher Kantonalbank (Zurich Cantonalbank)––––Not filed
Asset Management One Co.,Ltd.––––Not filed
Voya Investment Management LLC––––Not filed
Citigroup Inc––––Not filed
Rhumbline Advisers––––Not filed
Lasalle Investment Management Securities LLC––––Not filed
Universal- Beteiligungs- und Servicegesellschaft mbH––––Not filed
Bamco Inc––––Not filed
Alphinity Investment Management Pty Ltd––––Not filed
Aew Capital Management L P––––Not filed
Royal Bank of Canada––––Not filed
BNP Paribas Arbitrage, SA––––Not filed
Zimmer Partners, LP––––Not filed
Public Employees Retirement System of Ohio––––Not filed
California State Teachers Retirement System––––Not filed
Actiam N.V.––––Not filed
KBC Group NV––––Not filed
Barclays PLC––––Not filed
Castle Hook Partners LP––––Not filed
Adelante Capital Management LLC––––Not filed
Holocene Advisors, LP––––Not filed
Pictet Asset Management Holding SA––––Not filed
Capital International Inc––––Not filed
FIL Ltd––––Not filed
Raymond James Financial Inc––––Not filed
D. E. Shaw & Co., Inc.––––Not filed
Envestnet Asset Management Inc––––Not filed
Heitman Real Estate Securities LLC––––Not filed