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 |
|---|---|---|---|---|---|
| 1832 Asset Management L.P. | 621,372 | $141.0M | 0.17% | −35,615−5.4% | Reduced |
| TCW Group Inc | 617,510 | $140.2M | 0.94% | +46,280+8.1% | Added |
| Aviva PLC | 616,109 | $139.8M | 0.21% | +49,140+8.7% | Added |
| Bank of Montreal | 615,146 | $139.6M | 0.05% | +22,942+3.9% | Added |
| Ci Investments Inc. | 609,636 | $138.4M | 0.44% | +398,758+189.1% | Added |
| Neuberger Berman Group LLC | 591,550 | $134.3M | 0.09% | −58,662−9.0% | Reduced |
| Adage Capital Partners GP, L.L.C. | 589,606 | $133.8M | 0.19% | −35,500−5.7% | Reduced |
| State Board of Administration of Florida Retirement System | 587,165 | $133.3M | 0.22% | −7,842−1.3% | Reduced |
| Swedbank AB | 586,668 | $133.2M | 0.11% | −46,801−7.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 567,762 | $128.9M | 0.28% | +53,951+10.5% | Added |
| Citadel Advisors LLC | 561,228 | $127.4M | 0.07% | −1,086,389−65.9% | Reduced |
| Jones Financial Companies LLLP | 557,265 | $126.7M | 0.05% | +48,126+9.5% | Added |
| Millennium Management LLC | 549,529 | $124.7M | 0.08% | +135,760+32.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 547,733 | $124.3M | 0.18% | −376,090−40.7% | Reduced |
| Retirement Systems of Alabama | 537,415 | $122.0M | 0.37% | +1240.0% | Added |
| State of New Jersey Common Pension Fund D | 519,093 | $117.8M | 0.40% | −6,107−1.2% | Reduced |
| New York State Teachers Retirement System | 510,390 | $115.8M | 0.21% | −13,096−2.5% | Reduced |
| Van Eck Associates Corp | 501,172 | $113.8M | 0.07% | +29,565+6.3% | Added |
| Marshall Wace, LLP | 491,600 | $111.6M | 0.09% | −184,346−27.3% | Reduced |
| Fred Alger Management, LLC | 485,020 | $110.1M | 0.37% | −48,513−9.1% | Reduced |
| LPL Financial LLC | 480,491 | $109.1M | 0.02% | +29,148+6.5% | Added |
| Franklin Resources Inc | 474,996 | $107.8M | 0.02% | −5,378−1.1% | Reduced |
| APG Asset Management N.V. | 542,390 | $107.7M | 0.26% | +145,777+36.8% | Added |
| AQR Capital Management LLC | 467,445 | $105.9M | 0.04% | +37,149+8.6% | Added |
| First Trust Advisors LP | 453,161 | $102.9M | 0.06% | +21,183+4.9% | Added |
| PGGM Investments | 449,807 | $102.1M | 2.51% | −1,301,576−74.3% | Reduced |
| Resona Asset Management Co.,Ltd. | 437,988 | $99.7M | 0.47% | +2,331+0.5% | Added |
| State of Alaska, Department of Revenue | 421,983 | $95.8M | 0.95% | +4,402+1.1% | Added |
| Danske Bank A/S | 417,137 | $94.7M | 0.19% | +3,500+0.8% | Added |
| Balyasny Asset Management LLC | 414,420 | $94.1M | 0.17% | −61,356−12.9% | Reduced |
| Zurich Insurance Group Ltd | 407,737 | $92.5M | 0.64% | +273,780+204.4% | Added |
| Manufacturers Life Insurance Company, The | 403,898 | $91.7M | 0.07% | −17,860−4.2% | Reduced |
| Erste Asset Management GmbH | 387,949 | $88.3M | 0.69% | −32,964−7.8% | Reduced |
| Credit Agricole S A | 386,869 | $87.8M | 0.22% | +34,003+9.6% | Added |
| Primecap Management Co | 385,509 | $87.5M | 0.05% | +1,200+0.3% | Added |
| State of Wisconsin Investment Board | 375,940 | $85.3M | 0.17% | +6,889+1.9% | Added |
| Natixis | 368,550 | $83.6M | 0.40% | +50,474+15.9% | Added |
| Hazelview Securities Inc. | 352,513 | $83.2M | 11.53% | +39,550+12.6% | Added |
| Handelsbanken Fonder AB | 353,123 | $80.1M | 0.23% | +36,308+11.5% | Added |
| Capital International Sarl | 343,613 | $78.0M | 1.10% | +104,444+43.7% | Added |
| Chevy Chase Trust Holdings, Inc. | 343,188 | $77.9M | 0.20% | −2,841−0.8% | Reduced |
| Royal London Asset Management Ltd | 342,189 | $77.7M | 0.14% | +2,667+0.8% | Added |
| Stifel Financial Corp | 336,691 | $76.4M | 0.06% | +41,070+13.9% | Added |
| Victory Capital Management Inc | 331,229 | $75.2M | 0.04% | −12,801−3.7% | Reduced |
| Ensign Peak Advisors, Inc | 329,234 | $74.7M | 0.12% | +20,340+6.6% | Added |
| DekaBank Deutsche Girozentrale | 382,262 | $74.4M | 0.13% | 00.0% | Unchanged |
| Mediolanum International Funds Ltd | 324,118 | $73.8M | 0.63% | +120,428+59.1% | Added |
| Nykredit A/S | 324,783 | $73.7M | 0.28% | +324,783 | New |
| KLP Kapitalforvaltning AS | 324,146 | $73.6M | 0.24% | +20,800+6.9% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 321,820 | $73.0M | 0.35% | +76,500+31.2% | Added |
| UniSuper Management Pty Ltd | 321,159 | $72.9M | 0.38% | −17,296−5.1% | Reduced |
| Toronto Dominion Bank | 317,845 | $72.1M | 0.12% | +12,616+4.1% | Added |
| SG Americas Securities, LLC | 310,350 | $70.4M | 0.04% | −812,544−72.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 308,331 | $70.0M | 0.09% | +14,938+5.1% | Added |
| Tredje AP-fonden | 302,803 | $68.7M | 0.31% | +91,891+43.6% | Added |
| Bowen Hanes & Co Inc | 345,956 | $68.4M | 1.67% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 301,179 | $68.4M | 0.18% | +6,790+2.3% | Added |
| Candriam Luxembourg S.C.A. | 300,046 | $68.0M | 0.31% | −3,798−1.2% | Reduced |
| Toroso Investments, LLC | 292,932 | $66.5M | 0.16% | +33,828+13.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 283,298 | $64.3M | 0.44% | +7,613+2.8% | Added |
| Advisor Group Holdings, Inc. | 280,122 | $63.6M | 0.07% | +5,003+1.8% | Added |
| IFM Investors Pty Ltd | 280,137 | $63.6M | 0.42% | +27,947+11.1% | Added |
| Virginia Retirement Systems Et Al | 277,967 | $63.1M | 0.38% | −135,421−32.8% | Reduced |
| EP Wealth Advisors, LLC | 274,449 | $62.3M | 0.24% | +29,262+11.9% | Added |
| Uniplan Investment Counsel, Inc. | 261,996 | $59.5M | 5.58% | −13,103−4.8% | Reduced |
| CORDA Investment Management, LLC. | 260,183 | $59.1M | 3.62% | −5,538−2.1% | Reduced |
| PFA Pension, Forsikringsaktieselskab | 254,757 | $57.8M | 0.15% | +215,521+549.3% | Added |
| Gillson Capital LP | 253,512 | $57.5M | 3.39% | +115,514+83.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 252,078 | $57.2M | 0.11% | −27,254−9.8% | Reduced |
| NEOS Investment Management LLC | 248,161 | $56.3M | 0.21% | +27,825+12.6% | Added |
| Teacher Retirement System of Texas | 244,572 | $55.5M | 0.15% | +122,337+100.1% | Added |
| Cerity Partners LLC | 243,378 | $55.2M | 0.07% | −4,173−1.7% | Reduced |
| GWM Advisors LLC | 238,162 | $54.1M | 0.16% | +27,345+13.0% | Added |
| M.D. Sass Investors Services, Inc. | 237,876 | $54.0M | 3.58% | −17,716−6.9% | Reduced |
| La Banque Postale Asset Management SA | 235,506 | $53.5M | 0.53% | −61,145−20.6% | Reduced |
| Creative Planning | 231,196 | $52.5M | 0.03% | +11,122+5.1% | Added |
| Squarepoint Ops LLC | 230,444 | $52.3M | 0.10% | −189,104−45.1% | Reduced |
| Quantinno Capital Management LP | 230,373 | $52.3M | 0.06% | +45,075+24.3% | Added |
| Cetera Investment Advisers | 227,903 | $51.7M | 0.05% | +24,400+12.0% | Added |
| Voloridge Investment Management, LLC | 226,041 | $51.3M | 0.22% | +113,110+100.2% | Added |
| The PNC Financial Services Group, Inc. | 224,490 | $51.0M | 0.03% | −3,460−1.5% | Reduced |
| Mackenzie Financial Corp | 219,249 | $49.8M | 0.05% | −37,210−14.5% | Reduced |
| State of Tennessee, Treasury Department | 218,577 | $49.6M | 0.15% | +4,263+2.0% | Added |
| Braun Stacey Associates Inc | 216,915 | $49.2M | 1.40% | −5,158−2.3% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 216,601 | $49.2M | 0.22% | +1,940+0.9% | Added |
| Walleye Capital LLC | 211,681 | $48.0M | 0.23% | +172,398+438.9% | Added |
| Metis Global Partners, LLC | 210,254 | $47.7M | 1.08% | +337+0.2% | Added |
| DnB Asset Management AS | 210,145 | $47.7M | 0.13% | +10,255+5.1% | Added |
| Border to Coast Pensions Partnership Ltd | 210,000 | $47.6M | 0.70% | −90,000−30.0% | Reduced |
| Gotham Asset Management, LLC | 207,523 | $47.1M | 0.11% | −14,868−6.7% | Reduced |
| NewEdge Wealth, LLC | 206,164 | $46.8M | 0.47% | −2,775−1.3% | Reduced |
| Nissay Asset Management Corp | 205,356 | $46.6M | 0.20% | +6,586+3.3% | Added |
| CIBC Bancorp USA Inc. | 204,353 | $46.4M | 0.06% | −54,325−21.0% | Reduced |
| Public Sector Pension Investment Board | 201,566 | $45.7M | 0.12% | +3,095+1.6% | Added |
| Czech National Bank | 200,930 | $45.6M | 0.25% | +10,900+5.7% | Added |
| Sanctuary Advisors, LLC | 196,946 | $44.7M | 0.21% | +13,526+7.4% | Added |
| Arizona State Retirement System | 195,494 | $44.4M | 0.22% | +7,516+4.0% | Added |
| Guggenheim Capital LLC | 190,768 | $43.3M | 0.28% | +9,923+5.5% | Added |
| Factory Mutual Insurance Co | 190,050 | $43.1M | 0.41% | −1,850−1.0% | Reduced |
| Groupama Asset Managment | 187,203 | $42.6M | 0.54% | +10,546+6.0% | Added |