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 |
|---|---|---|---|---|---|
| TCW Group Inc | 617,510 | $140.2M | 0.94% | +46,280+8.1% | Added |
| 1832 Asset Management L.P. | 621,372 | $141.0M | 0.17% | −35,615−5.4% | Reduced |
| Macquarie Group Ltd | 703,258 | $159.6M | 0.69% | +26,159+3.9% | Added |
| Congress Asset Management Co | 721,601 | $163.8M | 1.01% | −28,599−3.8% | Reduced |
| Allianz Asset Management GmbH | 742,978 | $168.6M | 0.16% | −6,074−0.8% | Reduced |
| New York State Common Retirement Fund | 784,897 | $178.1M | 0.22% | −5,831−0.7% | Reduced |
| Storebrand Asset Management AS | 790,981 | $179.5M | 0.44% | +4,376+0.6% | Added |
| Vanguard Investments Australia, Ltd. | 828,408 | $188.0M | 0.47% | +28,432+3.6% | Added |
| Nomura Asset Management International Inc. | 835,093 | $189.5M | 0.28% | +24,362+3.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 836,080 | $189.8M | 0.19% | −282,782−25.3% | Reduced |
| STRS Ohio | 843,315 | $191.4M | 0.72% | +118,073+16.3% | Added |
| Natixis Advisors, L.P. | 869,887 | $197.4M | 0.22% | +26,018+3.1% | Added |
| Jupiter Topco LLC | 874,893 | $198.5M | 0.08% | +874,893 | New |
| Korea Investment CORP | 895,149 | $203.2M | 0.39% | +86,490+10.7% | Added |
| TD Asset Management Inc | 897,789 | $203.8M | 0.18% | −54,749−5.7% | Reduced |
| Heitman Real Estate Securities LLC | 915,721 | $207.8M | 13.34% | +99,951+12.3% | Added |
| Envestnet Asset Management Inc | 916,367 | $208.0M | 0.05% | +79,088+9.4% | Added |
| D. E. Shaw & Co., Inc. | 928,983 | $210.9M | 0.13% | −1,150,171−55.3% | Reduced |
| Raymond James Financial Inc | 934,992 | $212.2M | 0.06% | +40,813+4.6% | Added |
| FIL Ltd | 942,527 | $213.9M | 0.15% | +264,745+39.1% | Added |
| Capital International Inc | 944,190 | $214.3M | 1.50% | +121,440+14.8% | Added |
| Pictet Asset Management Holding SA | 945,445 | $214.6M | 0.21% | +73,838+8.5% | Added |
| Holocene Advisors, LP | 958,107 | $217.5M | 0.50% | +514,342+115.9% | Added |
| Adelante Capital Management LLC | 972,469 | $220.7M | 14.51% | −56,610−5.5% | Reduced |
| Castle Hook Partners LP | 1,007,754 | $228.7M | 2.45% | −183,897−15.4% | Reduced |
| Barclays PLC | 1,020,253 | $231.6M | 0.07% | −675,378−39.8% | Reduced |
| KBC Group NV | 1,037,439 | $235.5M | 0.51% | −28,701−2.7% | Reduced |
| Actiam N.V. | 1,069,814 | $242.8M | 1.87% | +72,514+7.3% | Added |
| California State Teachers Retirement System | 1,075,391 | $244.1M | 0.22% | +40,068+3.9% | Added |
| Public Employees Retirement System of Ohio | 1,075,665 | $244.1M | 0.72% | +7,026+0.7% | Added |
| Zimmer Partners, LP | 1,123,925 | $255.1M | 6.03% | +5,000+0.4% | Added |
| BNP Paribas Arbitrage, SA | 1,137,353 | $258.1M | 0.13% | −26,908−2.3% | Reduced |
| Royal Bank of Canada | 1,139,710 | $258.7M | 0.04% | +262,023+29.9% | Added |
| Aew Capital Management L P | 1,153,905 | $261.9M | 15.65% | +90,000+8.5% | Added |
| Alphinity Investment Management Pty Ltd | 1,218,448 | $276.6M | 4.60% | +95,150+8.5% | Added |
| Bamco Inc | 1,232,060 | $279.6M | 0.42% | −112,881−8.4% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,249,469 | $283.2M | 0.43% | +72,969+6.2% | Added |
| Lasalle Investment Management Securities LLC | 1,265,520 | $287.2M | 10.22% | +52,889+4.4% | Added |
| Rhumbline Advisers | 1,277,189 | $289.9M | 0.22% | +15,437+1.2% | Added |
| Citigroup Inc | 1,296,947 | $294.4M | 0.14% | −69,393−5.1% | Reduced |
| Voya Investment Management LLC | 1,301,160 | $294.6M | 0.25% | −47,048−3.5% | Reduced |
| Asset Management One Co.,Ltd. | 1,326,391 | $301.1M | 0.77% | +26,433+2.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,345,712 | $305.4M | 0.59% | +220,610+19.6% | Added |
| Vanguard Asset Management, Ltd | 1,371,696 | $311.3M | 0.21% | +172,829+14.4% | Added |
| Nomura Asset Management Co Ltd | 1,428,896 | $324.3M | 0.69% | +62,791+4.6% | Added |
| American Century Companies Inc | 1,458,544 | $331.0M | 0.15% | +129,809+9.8% | Added |
| Schroder Investment Management Group | 1,458,637 | $331.1M | 0.23% | −69,907−4.6% | Reduced |
| Alliancebernstein L.P. | 1,728,289 | $341.7M | 0.12% | −306,800−15.1% | Reduced |
| Vanguard Global Advisers, LLC | 1,522,908 | $345.7M | 0.16% | −3,369−0.2% | Reduced |
| California Public Employees Retirement System | 1,551,984 | $352.3M | 0.20% | +131,544+9.3% | Added |
| Wells Fargo & Company | 1,557,561 | $353.5M | 0.06% | +94,864+6.5% | Added |
| UBS Group AG | 1,596,229 | $362.3M | 0.06% | −868,181−35.2% | Reduced |
| Great West Life Assurance Co | 1,639,804 | $371.6M | 0.59% | +107,047+7.0% | Added |
| APG Asset Management US Inc. | 1,692,393 | $389.6M | 2.73% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 1,760,904 | $399.7M | 0.56% | +75,203+4.5% | Added |
| Swiss National Bank | 1,987,000 | $451.0M | 0.24% | −27,200−1.4% | Reduced |
| National Pension Service | 2,015,067 | $457.4M | 0.29% | +62,043+3.2% | Added |
| Nordea Investment Management AB | 2,099,648 | $479.7M | 0.39% | +69,354+3.4% | Added |
| Canada Pension Plan Investment Board | 2,328,059 | $528.4M | 0.29% | +301,016+14.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,334,400 | $529.8M | 0.29% | +196,854+9.2% | Added |
| SEI Investments Co | 2,571,718 | $583.7M | 0.51% | −86,761−3.3% | Reduced |
| Cbre Clarion Securities LLC | 2,843,632 | $645.4M | 8.98% | −163,201−5.4% | Reduced |
| Russell Investments Group, Ltd. | 2,853,498 | $647.7M | 0.57% | −16,021−0.6% | Reduced |
| Duff & Phelps Investment Management Co | 3,024,718 | $686.5M | 6.48% | +392,178+14.9% | Added |
| Prudential Financial Inc | 3,031,698 | $688.1M | 0.75% | −4,200−0.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,150,763 | $715.1M | 0.41% | −26,954−0.8% | Reduced |
| HSBC Holdings PLC | 3,321,976 | $754.8M | 0.36% | +90,868+2.8% | Added |
| WCM Investment Management, LLC | 3,346,803 | $762.2M | 1.38% | +89,820+2.8% | Added |
| Resolution Capital Ltd | 3,377,659 | $766.6M | 14.10% | −228,266−6.3% | Reduced |
| Ameriprise Financial Inc | 3,558,695 | $798.2M | 0.16% | −1,4120.0% | Reduced |
| Vanguard Fiduciary Trust Co | 3,964,041 | $899.7M | 0.20% | +37,381+1.0% | Added |
| Bank of New York Mellon Corp | 4,050,681 | $919.4M | 0.15% | +78,145+2.0% | Added |
| Daiwa Securities Group Inc. | 4,076,713 | $925.3M | 2.09% | −206,869−4.8% | Reduced |
| Nuveen, LLC | 4,521,315 | $1.03B | 0.24% | −920,704−16.9% | Reduced |
| Deutsche Bank AG | 4,975,818 | $1.13B | 0.33% | −168,576−3.3% | Reduced |
| Amundi | 5,339,664 | $1.21B | 0.29% | +2,008,543+60.3% | Added |
| Centersquare Investment Management LLC | 5,640,625 | $1.28B | 10.93% | +397,916+7.6% | Added |
| Invesco Ltd. | 6,569,461 | $1.49B | 0.12% | −64,943−1.0% | Reduced |
| Capital Research Global Investors | 6,889,084 | $1.56B | 0.22% | +354,152+5.4% | Added |
| Legal & General Group Plc | 7,046,531 | $1.60B | 0.33% | −192,666−2.7% | Reduced |
| UBS Asset Management Americas Inc | 7,948,735 | $1.80B | 0.33% | −222,139−2.7% | Reduced |
| Goldman Sachs Group Inc | 8,135,502 | $1.85B | 0.19% | +1,401,371+20.8% | Added |
| Dimensional Fund Advisors LP | 8,479,319 | $1.92B | 0.35% | +134,297+1.6% | Added |
| JPMorgan Chase & Co | 8,588,951 | $1.96B | 0.11% | −77,729−0.9% | Reduced |
| Northern Trust Corp | 9,292,543 | $2.11B | 0.25% | +292,726+3.3% | Added |
| Charles Schwab Investment Management Inc | 9,394,281 | $2.13B | 0.28% | +564,842+6.4% | Added |
| Morgan Stanley | 9,762,078 | $2.22B | 0.12% | +715,471+7.9% | Added |
| Principal Financial Group Inc | 9,814,621 | $2.23B | 1.09% | +207,966+2.2% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 10,624,243 | $2.41B | 1.89% | +1,855,321+21.2% | Added |
| Wellington Management Group LLP | 15,179,324 | $3.45B | 0.59% | −1,770,752−10.4% | Reduced |
| Geode Capital Management, LLC | 17,685,516 | $4.00B | 0.21% | −82,373−0.5% | Reduced |
| Norges Bank | 18,146,984 | $4.12B | 0.41% | +18,146,984 | New |
| Price T Rowe Associates Inc | 18,490,213 | $4.20B | 0.42% | +1,274,395+7.4% | Added |
| FMR LLC | 19,451,466 | $4.41B | 0.19% | −2,724,517−12.3% | Reduced |
| Bank of America Corp | 19,496,361 | $4.43B | 0.29% | −2,254,140−10.4% | Reduced |
| Capital World Investors | 20,028,842 | $4.55B | 0.54% | +7,306,513+57.4% | Added |
| Cohen & Steers, Inc. | 36,821,274 | $8.36B | 13.22% | +975,997+2.7% | Added |
| Capital International Investors | 39,500,055 | $8.97B | 1.85% | +3,682,689+10.3% | Added |
| State Street Corp | 42,138,810 | $9.56B | 0.28% | +578,033+1.4% | Added |
| Vanguard Portfolio Management LLC | 43,449,568 | $9.86B | 0.44% | +1,586,519+3.8% | Added |