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, Q2 2026
Institutional positions in Welltower Inc. as of Jun 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
- Institutional holders
- 1,602
- +122 vs. Q1 2026
- Shares held
- 708.7M
- +35.0M (+5.2%) vs. Q1 2026
- Total value
- $160.7B
- +$27.6B (+20.8%) vs. Q1 2026
- New holders
- 204
- 672 more added
- Sold out
- 82
- 487 more reduced
18 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Blue Chip Partners, Inc. | 70,337 | $16.0M | 1.01% | +1,933+2.8% | Added |
| Nomura Holdings Inc | 70,711 | $16.0M | 0.07% | +45,715+182.9% | Added |
| Trust Co of Toledo NA | 70,713 | $16.0M | 1.34% | −869−1.2% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 72,001 | $16.3M | 0.38% | +28,069+63.9% | Added |
| Mutual of America Capital Management LLC | 72,757 | $16.5M | 0.16% | −4,864−6.3% | Reduced |
| Allstate Corp | 73,971 | $16.8M | 0.17% | −14,380−16.3% | Reduced |
| Chilton Capital Management LLC | 74,258 | $16.9M | 0.53% | −1,778−2.3% | Reduced |
| Norinchukin Bank, The | 74,383 | $16.9M | 0.16% | +4,813+6.9% | Added |
| Venture Visionary Partners LLC | 76,416 | $17.3M | 0.48% | −92−0.1% | Reduced |
| Oppenheimer Asset Management Inc. | 76,578 | $17.4M | 0.18% | +674+0.9% | Added |
| Cander Asset Management LP | 77,121 | $17.5M | 3.25% | −52,572−40.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 78,081 | $17.7M | 0.01% | +78,081 | New |
| Vise Technologies, Inc. | 78,142 | $17.7M | 0.20% | +35,252+82.2% | Added |
| OP Asset Management Ltd | 79,131 | $18.0M | 0.19% | −39,225−33.1% | Reduced |
| Rafferty Asset Management, LLC | 79,505 | $18.0M | 0.04% | +20,226+34.1% | Added |
| Commonwealth Equity Services, LLC | 79,940 | $18.1M | 0.02% | −7,024−8.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 81,553 | $18.5M | 0.02% | −34,289−29.6% | Reduced |
| GDS Wealth Management | 82,071 | $18.6M | 0.89% | +8,158+11.0% | Added |
| Avanza Fonder AB | 82,151 | $18.6M | 0.41% | +9,881+13.7% | Added |
| Kempen Capital Management N.V. | 82,558 | $18.7M | 0.14% | −26,737−24.5% | Reduced |
| AIA Group Ltd | 83,063 | $18.9M | 0.24% | +51,859+166.2% | Added |
| Captrust Financial Advisors | 83,300 | $18.9M | 0.03% | −2,636−3.1% | Reduced |
| Kovitz Investment Group Partners, LLC | 83,649 | $19.0M | 0.42% | +3,049+3.8% | Added |
| MML Investors Services, LLC | 86,187 | $19.6M | 0.04% | +15,389+21.7% | Added |
| Connors Investor Services Inc | 86,484 | $19.6M | 1.70% | −626−0.7% | Reduced |
| QRG Capital Management, Inc. | 86,615 | $19.7M | 0.16% | +5,711+7.1% | Added |
| Oregon Public Employees Retirement Fund | 86,797 | $19.7M | 0.21% | +6,862+8.6% | Added |
| Eversept Partners, LP | 87,312 | $19.8M | 1.08% | −93,641−51.7% | Reduced |
| Susquehanna International Group, LLP | 87,469 | $19.9M | 0.02% | −53,231−37.8% | Reduced |
| Wealthfront Advisers LLC | 88,184 | $20.0M | 0.04% | +1,105+1.3% | Added |
| Capital Group Private Client Services, Inc. | 88,936 | $20.2M | 0.28% | −7,073−7.4% | Reduced |
| Public Employees Retirement Association of Colorado | 89,142 | $20.2M | 0.07% | −2,959−3.2% | Reduced |
| Keybank National Association | 90,216 | $20.5M | 0.07% | +333+0.4% | Added |
| Moore Capital Management, LP | 90,277 | $20.5M | 0.47% | +90,277 | New |
| GEM Realty Capital | 90,543 | $20.6M | 1.74% | −55,038−37.8% | Reduced |
| GSI Capital Advisors LLC | 90,578 | $20.6M | 9.70% | −8,551−8.6% | Reduced |
| New Age Alpha Advisors, LLC | 91,681 | $20.8M | 0.88% | −114−0.1% | Reduced |
| JustInvest LLC | 92,710 | $21.0M | 0.17% | +1,339+1.5% | Added |
| Investment Management Corp of Ontario | 93,888 | $21.3M | 0.27% | +39,100+71.4% | Added |
| Abn Amro Investment Solutions | 95,332 | $21.6M | 0.19% | +10,357+12.2% | Added |
| HighTower Advisors, LLC | 95,382 | $21.6M | 0.02% | −5,420−5.4% | Reduced |
| CIBC World Markets Inc. | 95,708 | $21.7M | 0.04% | +24,044+33.6% | Added |
| M&T Bank Corp | 96,735 | $22.0M | 0.06% | −160.0% | Reduced |
| Fifth Third Bancorp | 97,479 | $22.1M | 0.04% | +4,223+4.5% | Added |
| Yousif Capital Management, LLC | 98,192 | $22.3M | 0.25% | −4,198−4.1% | Reduced |
| Appleton Partners Inc | 98,216 | $22.3M | 1.37% | +3,110+3.3% | Added |
| Capitolis Liquid Global Markets LLC | 100,000 | $22.7M | 0.10% | −12,691−11.3% | Reduced |
| Cornerstone Advisors, LLC | 101,285 | $23.0M | 0.76% | −18,798−15.7% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 101,287 | $23.0M | 0.55% | −763−0.7% | Reduced |
| Bahl & Gaynor Inc | 101,622 | $23.1M | 0.11% | +101,622 | New |
| CI Private Wealth, LLC | 101,833 | $23.1M | 0.03% | −7,315−6.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 105,261 | $23.9M | 0.16% | +2,000+1.9% | Added |
| New York Life Investment Management LLC | 105,305 | $23.9M | 0.17% | +1,376+1.3% | Added |
| British Columbia Investment Management Corp | 105,657 | $24.0M | 0.15% | +11,067+11.7% | Added |
| Police & Firemen's Retirement System of New Jersey | 105,804 | $24.0M | 0.18% | −162−0.2% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 106,240 | $24.1M | 0.20% | +7,221+7.3% | Added |
| Utah Retirement Systems | 107,351 | $24.4M | 0.23% | −4,401−3.9% | Reduced |
| Waratah Capital Advisors Ltd. | 110,586 | $25.1M | 1.93% | −42,357−27.7% | Reduced |
| Ofi Invest Asset Management | 127,021 | $25.3M | 0.25% | −1,634−1.3% | Reduced |
| Calamos Advisors LLC | 111,582 | $25.3M | 0.09% | −2,074−1.8% | Reduced |
| Rakuten Investment Management, Inc. | 115,381 | $26.3M | 0.08% | +12,398+12.0% | Added |
| Oddo BHF Asset Management SAS | 115,936 | $26.3M | 1.22% | +115,936 | New |
| O'Shaughnessy Asset Management, LLC | 116,099 | $26.4M | 0.12% | +281+0.2% | Added |
| Ethic Inc. | 117,057 | $26.6M | 0.33% | +6,554+5.9% | Added |
| Worldquant Millennium Advisors LLC | 117,952 | $26.8M | 0.09% | −745,341−86.3% | Reduced |
| ABN AMRO Bank N.V. | 119,804 | $27.2M | 0.35% | +11,624+10.7% | Added |
| Rockefeller Capital Management L.P. | 121,234 | $27.5M | 0.04% | +2,332+2.0% | Added |
| Amalgamated Bank | 121,737 | $27.6M | 0.19% | −4,069−3.2% | Reduced |
| Vert Asset Management LLC | 122,448 | $27.8M | 7.60% | +7,843+6.8% | Added |
| AustralianSuper Pty Ltd | 122,986 | $27.9M | 0.12% | +111,569+977.2% | Added |
| ProShare Advisors LLC | 123,668 | $28.1M | 0.04% | +6,069+5.2% | Added |
| Danica Pension, Livsforsikringsaktieselskab | 126,427 | $28.7M | 0.46% | 00.0% | Unchanged |
| Andra AP-fonden | 127,700 | $29.0M | 0.33% | −23,200−15.4% | Reduced |
| Knights of Columbus Asset Advisors LLC | 127,725 | $29.0M | 1.45% | +35,816+39.0% | Added |
| Colony Group, LLC | 133,077 | $30.2M | 0.03% | −5,636−4.1% | Reduced |
| USS Investment Management Ltd | 133,246 | $30.2M | 0.12% | +8,474+6.8% | Added |
| Varma Mutual Pension Insurance Co | 134,476 | $30.5M | 0.16% | −3,200−2.3% | Reduced |
| Xponance, Inc. | 134,538 | $30.5M | 0.19% | +3,844+2.9% | Added |
| Federation des caisses Desjardins du Quebec | 138,011 | $31.3M | 0.10% | +8,134+6.3% | Added |
| CWM Advisors, LLC | 138,221 | $31.4M | 1.29% | +38,123+38.1% | Added |
| Bank of Nova Scotia | 138,858 | $31.5M | 0.05% | −19,890−12.5% | Reduced |
| Mercer Global Advisors Inc | 140,565 | $31.9M | 0.04% | +2,355+1.7% | Added |
| Eurizon Capital SGR S.p.A. | 141,516 | $32.1M | 0.09% | −26,121−15.6% | Reduced |
| Jefferies Financial Group Inc. | 142,905 | $32.4M | 0.30% | +137,163+2,388.8% | Added |
| SEB Asset Management AB | 147,746 | $33.5M | 0.13% | +4,412+3.1% | Added |
| Thrivent Financial for Lutherans | 151,803 | $34.5M | 0.06% | −453−0.3% | Reduced |
| Prudential PLC | 151,876 | $34.5M | 0.24% | +3,007+2.0% | Added |
| Vestcor Inc | 152,896 | $34.7M | 0.86% | +3,780+2.5% | Added |
| Woodline Partners LP | 153,848 | $34.9M | 0.11% | +17,776+13.1% | Added |
| Intech Investment Management LLC | 158,208 | $35.9M | 0.33% | +22,198+16.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 160,631 | $36.5M | 0.07% | −200,462−55.5% | Reduced |
| Assetmark, Inc | 163,271 | $37.1M | 0.06% | +18,743+13.0% | Added |
| Nisa Investment Advisors, LLC | 164,948 | $37.4M | 0.12% | −36,900−18.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 161,934 | $37.5M | 0.06% | −113,177−41.1% | Reduced |
| Swiss Life Asset Management Ltd | 167,215 | $38.0M | 0.16% | +16,449+10.9% | Added |
| CIBC Asset Management Inc | 167,310 | $38.0M | 0.08% | +1,215+0.7% | Added |
| Umb Bank N A | 168,493 | $38.2M | 0.48% | −3,590−2.1% | Reduced |
| Banco Santander, S.A. | 171,801 | $39.0M | 0.24% | −1,988−1.1% | Reduced |
| Federated Hermes, Inc. | 175,653 | $39.9M | 0.06% | −51,487−22.7% | Reduced |
| State of Michigan Retirement System | 180,709 | $41.0M | 0.18% | −1,600−0.9% | Reduced |