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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 181,409 | $41.2M | 0.19% | −1,203−0.7% | Reduced |
| National Bank of Canada | 185,406 | $42.1M | 0.04% | +49,723+36.6% | Added |
| Groupama Asset Managment | 187,203 | $42.6M | 0.54% | +10,546+6.0% | Added |
| Factory Mutual Insurance Co | 190,050 | $43.1M | 0.41% | −1,850−1.0% | Reduced |
| Guggenheim Capital LLC | 190,768 | $43.3M | 0.28% | +9,923+5.5% | Added |
| Arizona State Retirement System | 195,494 | $44.4M | 0.22% | +7,516+4.0% | Added |
| Sanctuary Advisors, LLC | 196,946 | $44.7M | 0.21% | +13,526+7.4% | Added |
| Czech National Bank | 200,930 | $45.6M | 0.25% | +10,900+5.7% | Added |
| Public Sector Pension Investment Board | 201,566 | $45.7M | 0.12% | +3,095+1.6% | Added |
| CIBC Bancorp USA Inc. | 204,353 | $46.4M | 0.06% | −54,325−21.0% | Reduced |
| Nissay Asset Management Corp | 205,356 | $46.6M | 0.20% | +6,586+3.3% | Added |
| NewEdge Wealth, LLC | 206,164 | $46.8M | 0.47% | −2,775−1.3% | Reduced |
| Gotham Asset Management, LLC | 207,523 | $47.1M | 0.11% | −14,868−6.7% | Reduced |
| Border to Coast Pensions Partnership Ltd | 210,000 | $47.6M | 0.70% | −90,000−30.0% | Reduced |
| DnB Asset Management AS | 210,145 | $47.7M | 0.13% | +10,255+5.1% | Added |
| Metis Global Partners, LLC | 210,254 | $47.7M | 1.08% | +337+0.2% | Added |
| Walleye Capital LLC | 211,681 | $48.0M | 0.23% | +172,398+438.9% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 216,601 | $49.2M | 0.22% | +1,940+0.9% | Added |
| Braun Stacey Associates Inc | 216,915 | $49.2M | 1.40% | −5,158−2.3% | Reduced |
| State of Tennessee, Treasury Department | 218,577 | $49.6M | 0.15% | +4,263+2.0% | Added |
| Mackenzie Financial Corp | 219,249 | $49.8M | 0.05% | −37,210−14.5% | Reduced |
| The PNC Financial Services Group, Inc. | 224,490 | $51.0M | 0.03% | −3,460−1.5% | Reduced |
| Voloridge Investment Management, LLC | 226,041 | $51.3M | 0.22% | +113,110+100.2% | Added |
| Cetera Investment Advisers | 227,903 | $51.7M | 0.05% | +24,400+12.0% | Added |
| Quantinno Capital Management LP | 230,373 | $52.3M | 0.06% | +45,075+24.3% | Added |
| Squarepoint Ops LLC | 230,444 | $52.3M | 0.10% | −189,104−45.1% | Reduced |
| Creative Planning | 231,196 | $52.5M | 0.03% | +11,122+5.1% | Added |
| La Banque Postale Asset Management SA | 235,506 | $53.5M | 0.53% | −61,145−20.6% | Reduced |
| M.D. Sass Investors Services, Inc. | 237,876 | $54.0M | 3.58% | −17,716−6.9% | Reduced |
| GWM Advisors LLC | 238,162 | $54.1M | 0.16% | +27,345+13.0% | Added |
| Cerity Partners LLC | 243,378 | $55.2M | 0.07% | −4,173−1.7% | Reduced |
| Teacher Retirement System of Texas | 244,572 | $55.5M | 0.15% | +122,337+100.1% | Added |
| NEOS Investment Management LLC | 248,161 | $56.3M | 0.21% | +27,825+12.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 252,078 | $57.2M | 0.11% | −27,254−9.8% | Reduced |
| Gillson Capital LP | 253,512 | $57.5M | 3.39% | +115,514+83.7% | Added |
| PFA Pension, Forsikringsaktieselskab | 254,757 | $57.8M | 0.15% | +215,521+549.3% | Added |
| CORDA Investment Management, LLC. | 260,183 | $59.1M | 3.62% | −5,538−2.1% | Reduced |
| Uniplan Investment Counsel, Inc. | 261,996 | $59.5M | 5.58% | −13,103−4.8% | Reduced |
| EP Wealth Advisors, LLC | 274,449 | $62.3M | 0.24% | +29,262+11.9% | Added |
| Virginia Retirement Systems Et Al | 277,967 | $63.1M | 0.38% | −135,421−32.8% | Reduced |
| IFM Investors Pty Ltd | 280,137 | $63.6M | 0.42% | +27,947+11.1% | Added |
| Advisor Group Holdings, Inc. | 280,122 | $63.6M | 0.07% | +5,003+1.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 283,298 | $64.3M | 0.44% | +7,613+2.8% | Added |
| Toroso Investments, LLC | 292,932 | $66.5M | 0.16% | +33,828+13.1% | Added |
| Candriam Luxembourg S.C.A. | 300,046 | $68.0M | 0.31% | −3,798−1.2% | Reduced |
| Treasurer of the State of North Carolina | 301,179 | $68.4M | 0.18% | +6,790+2.3% | Added |
| Bowen Hanes & Co Inc | 345,956 | $68.4M | 1.67% | 00.0% | Unchanged |
| Tredje AP-fonden | 302,803 | $68.7M | 0.31% | +91,891+43.6% | Added |
| Robeco Institutional Asset Management B.V. | 308,331 | $70.0M | 0.09% | +14,938+5.1% | Added |
| SG Americas Securities, LLC | 310,350 | $70.4M | 0.04% | −812,544−72.4% | Reduced |
| Toronto Dominion Bank | 317,845 | $72.1M | 0.12% | +12,616+4.1% | Added |
| UniSuper Management Pty Ltd | 321,159 | $72.9M | 0.38% | −17,296−5.1% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 321,820 | $73.0M | 0.35% | +76,500+31.2% | Added |
| KLP Kapitalforvaltning AS | 324,146 | $73.6M | 0.24% | +20,800+6.9% | Added |
| Nykredit A/S | 324,783 | $73.7M | 0.28% | +324,783 | New |
| Mediolanum International Funds Ltd | 324,118 | $73.8M | 0.63% | +120,428+59.1% | Added |
| DekaBank Deutsche Girozentrale | 382,262 | $74.4M | 0.13% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 329,234 | $74.7M | 0.12% | +20,340+6.6% | Added |
| Victory Capital Management Inc | 331,229 | $75.2M | 0.04% | −12,801−3.7% | Reduced |
| Stifel Financial Corp | 336,691 | $76.4M | 0.06% | +41,070+13.9% | Added |
| Royal London Asset Management Ltd | 342,189 | $77.7M | 0.14% | +2,667+0.8% | Added |
| Chevy Chase Trust Holdings, Inc. | 343,188 | $77.9M | 0.20% | −2,841−0.8% | Reduced |
| Capital International Sarl | 343,613 | $78.0M | 1.10% | +104,444+43.7% | Added |
| Handelsbanken Fonder AB | 353,123 | $80.1M | 0.23% | +36,308+11.5% | Added |
| Hazelview Securities Inc. | 352,513 | $83.2M | 11.53% | +39,550+12.6% | Added |
| Natixis | 368,550 | $83.6M | 0.40% | +50,474+15.9% | Added |
| State of Wisconsin Investment Board | 375,940 | $85.3M | 0.17% | +6,889+1.9% | Added |
| Primecap Management Co | 385,509 | $87.5M | 0.05% | +1,200+0.3% | Added |
| Credit Agricole S A | 386,869 | $87.8M | 0.22% | +34,003+9.6% | Added |
| Erste Asset Management GmbH | 387,949 | $88.3M | 0.69% | −32,964−7.8% | Reduced |
| Manufacturers Life Insurance Company, The | 403,898 | $91.7M | 0.07% | −17,860−4.2% | Reduced |
| Zurich Insurance Group Ltd | 407,737 | $92.5M | 0.64% | +273,780+204.4% | Added |
| Balyasny Asset Management LLC | 414,420 | $94.1M | 0.17% | −61,356−12.9% | Reduced |
| Danske Bank A/S | 417,137 | $94.7M | 0.19% | +3,500+0.8% | Added |
| State of Alaska, Department of Revenue | 421,983 | $95.8M | 0.95% | +4,402+1.1% | Added |
| Resona Asset Management Co.,Ltd. | 437,988 | $99.7M | 0.47% | +2,331+0.5% | Added |
| PGGM Investments | 449,807 | $102.1M | 2.51% | −1,301,576−74.3% | Reduced |
| First Trust Advisors LP | 453,161 | $102.9M | 0.06% | +21,183+4.9% | Added |
| AQR Capital Management LLC | 467,445 | $105.9M | 0.04% | +37,149+8.6% | Added |
| APG Asset Management N.V. | 542,390 | $107.7M | 0.26% | +145,777+36.8% | Added |
| Franklin Resources Inc | 474,996 | $107.8M | 0.02% | −5,378−1.1% | Reduced |
| LPL Financial LLC | 480,491 | $109.1M | 0.02% | +29,148+6.5% | Added |
| Fred Alger Management, LLC | 485,020 | $110.1M | 0.37% | −48,513−9.1% | Reduced |
| Marshall Wace, LLP | 491,600 | $111.6M | 0.09% | −184,346−27.3% | Reduced |
| Van Eck Associates Corp | 501,172 | $113.8M | 0.07% | +29,565+6.3% | Added |
| New York State Teachers Retirement System | 510,390 | $115.8M | 0.21% | −13,096−2.5% | Reduced |
| State of New Jersey Common Pension Fund D | 519,093 | $117.8M | 0.40% | −6,107−1.2% | Reduced |
| Retirement Systems of Alabama | 537,415 | $122.0M | 0.37% | +1240.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 547,733 | $124.3M | 0.18% | −376,090−40.7% | Reduced |
| Millennium Management LLC | 549,529 | $124.7M | 0.08% | +135,760+32.8% | Added |
| Jones Financial Companies LLLP | 557,265 | $126.7M | 0.05% | +48,126+9.5% | Added |
| Citadel Advisors LLC | 561,228 | $127.4M | 0.07% | −1,086,389−65.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 567,762 | $128.9M | 0.28% | +53,951+10.5% | Added |
| Swedbank AB | 586,668 | $133.2M | 0.11% | −46,801−7.4% | Reduced |
| State Board of Administration of Florida Retirement System | 587,165 | $133.3M | 0.22% | −7,842−1.3% | Reduced |
| Adage Capital Partners GP, L.L.C. | 589,606 | $133.8M | 0.19% | −35,500−5.7% | Reduced |
| Neuberger Berman Group LLC | 591,550 | $134.3M | 0.09% | −58,662−9.0% | Reduced |
| Ci Investments Inc. | 609,636 | $138.4M | 0.44% | +398,758+189.1% | Added |
| Bank of Montreal | 615,146 | $139.6M | 0.05% | +22,942+3.9% | Added |
| Aviva PLC | 616,109 | $139.8M | 0.21% | +49,140+8.7% | Added |