Welltower Inc.

WELL

Exchange: NYSE
Industry: Real Estate Investment Trusts
SEC CIK: 0000766704

SEC filings (opens in a new tab)

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

Value held

Institutions holding WELL and their total value by quarter
Quarter	Holders	Value
Q2 2026	1,601	$160.7B
Q1 2026	1,497	$133.3B
Q4 2025	1,437	$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, 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
Institution	Shares	Value	% of portfolio	Change in shares	Action
TD Asset Management Inc	–	–	–	–	Not filed
Korea Investment CORP	–	–	–	–	Not filed
Jupiter Topco LLC	–	–	–	–	Not filed
Natixis Advisors, L.P.	–	–	–	–	Not filed
STRS Ohio	–	–	–	–	Not filed
BNP PARIBAS ASSET MANAGEMENT Holding S.A.	–	–	–	–	Not filed
Nomura Asset Management International Inc.	–	–	–	–	Not filed
Vanguard Investments Australia, Ltd.	–	–	–	–	Not filed
Storebrand Asset Management AS	–	–	–	–	Not filed
New York State Common Retirement Fund	–	–	–	–	Not filed
Allianz Asset Management GmbH	–	–	–	–	Not filed
Congress Asset Management Co	–	–	–	–	Not filed
Macquarie Group Ltd	–	–	–	–	Not filed
1832 Asset Management L.P.	–	–	–	–	Not filed
TCW Group Inc	–	–	–	–	Not filed
Aviva PLC	–	–	–	–	Not filed
Bank of Montreal	–	–	–	–	Not filed
Ci Investments Inc.	–	–	–	–	Not filed
Neuberger Berman Group LLC	–	–	–	–	Not filed
Adage Capital Partners GP, L.L.C.	–	–	–	–	Not filed
State Board of Administration of Florida Retirement System	–	–	–	–	Not filed
Swedbank AB	–	–	–	–	Not filed
Mitsubishi UFJ Trust & Banking Corp	–	–	–	–	Not filed
Citadel Advisors LLC	–	–	–	–	Not filed
Jones Financial Companies LLLP	–	–	–	–	Not filed
Millennium Management LLC	–	–	–	–	Not filed
Healthcare of Ontario Pension Plan Trust Fund	–	–	–	–	Not filed
Retirement Systems of Alabama	–	–	–	–	Not filed
State of New Jersey Common Pension Fund D	–	–	–	–	Not filed
New York State Teachers Retirement System	–	–	–	–	Not filed
Van Eck Associates Corp	–	–	–	–	Not filed
Marshall Wace, LLP	–	–	–	–	Not filed
Fred Alger Management, LLC	–	–	–	–	Not filed
LPL Financial LLC	–	–	–	–	Not filed
Franklin Resources Inc	–	–	–	–	Not filed
APG Asset Management N.V.	–	–	–	–	Not filed
AQR Capital Management LLC	–	–	–	–	Not filed
First Trust Advisors LP	–	–	–	–	Not filed
PGGM Investments	–	–	–	–	Not filed
Resona Asset Management Co.,Ltd.	–	–	–	–	Not filed
State of Alaska, Department of Revenue	–	–	–	–	Not filed
Danske Bank A/S	–	–	–	–	Not filed
Balyasny Asset Management LLC	–	–	–	–	Not filed
Zurich Insurance Group Ltd	–	–	–	–	Not filed
Manufacturers Life Insurance Company, The	–	–	–	–	Not filed
Erste Asset Management GmbH	–	–	–	–	Not filed
Credit Agricole S A	–	–	–	–	Not filed
Primecap Management Co	–	–	–	–	Not filed
State of Wisconsin Investment Board	–	–	–	–	Not filed
Natixis	–	–	–	–	Not filed
Hazelview Securities Inc.	–	–	–	–	Not filed
Handelsbanken Fonder AB	–	–	–	–	Not filed
Capital International Sarl	–	–	–	–	Not filed
Chevy Chase Trust Holdings, Inc.	–	–	–	–	Not filed
Royal London Asset Management Ltd	–	–	–	–	Not filed
Stifel Financial Corp	–	–	–	–	Not filed
Victory Capital Management Inc	–	–	–	–	Not filed
Ensign Peak Advisors, Inc	–	–	–	–	Not filed
DekaBank Deutsche Girozentrale	–	–	–	–	Not filed
Mediolanum International Funds Ltd	–	–	–	–	Not filed
Nykredit A/S	–	–	–	–	Not filed
KLP Kapitalforvaltning AS	–	–	–	–	Not filed
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund	–	–	–	–	Not filed
UniSuper Management Pty Ltd	–	–	–	–	Not filed
Toronto Dominion Bank	–	–	–	–	Not filed
SG Americas Securities, LLC	–	–	–	–	Not filed
Robeco Institutional Asset Management B.V.	–	–	–	–	Not filed
Tredje AP-fonden	–	–	–	–	Not filed
Bowen Hanes & Co Inc	–	–	–	–	Not filed
Treasurer of the State of North Carolina	–	–	–	–	Not filed
Candriam Luxembourg S.C.A.	–	–	–	–	Not filed
Toroso Investments, LLC	–	–	–	–	Not filed
Sumitomo Mitsui DS Asset Management Company, Ltd	–	–	–	–	Not filed
Advisor Group Holdings, Inc.	–	–	–	–	Not filed
IFM Investors Pty Ltd	–	–	–	–	Not filed
Virginia Retirement Systems Et Al	–	–	–	–	Not filed
EP Wealth Advisors, LLC	–	–	–	–	Not filed
Uniplan Investment Counsel, Inc.	–	–	–	–	Not filed
CORDA Investment Management, LLC.	–	–	–	–	Not filed
PFA Pension, Forsikringsaktieselskab	–	–	–	–	Not filed
Gillson Capital LP	–	–	–	–	Not filed
Mirae Asset Global Investments Co., Ltd.	–	–	–	–	Not filed
NEOS Investment Management LLC	–	–	–	–	Not filed
Teacher Retirement System of Texas	–	–	–	–	Not filed
Cerity Partners LLC	–	–	–	–	Not filed
GWM Advisors LLC	–	–	–	–	Not filed
M.D. Sass Investors Services, Inc.	–	–	–	–	Not filed
La Banque Postale Asset Management SA	–	–	–	–	Not filed
Creative Planning	–	–	–	–	Not filed
Squarepoint Ops LLC	–	–	–	–	Not filed
Quantinno Capital Management LP	–	–	–	–	Not filed
Cetera Investment Advisers	–	–	–	–	Not filed
Voloridge Investment Management, LLC	–	–	–	–	Not filed
The PNC Financial Services Group, Inc.	–	–	–	–	Not filed
Mackenzie Financial Corp	–	–	–	–	Not filed
State of Tennessee, Treasury Department	–	–	–	–	Not filed
Braun Stacey Associates Inc	–	–	–	–	Not filed
Lansforsakringar Fondforvaltning AB (publ)	–	–	–	–	Not filed
Walleye Capital LLC	–	–	–	–	Not filed
Metis Global Partners, LLC	–	–	–	–	Not filed