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 |
|---|---|---|---|---|---|
| National Bank of Canada | 185,406 | $42.1M | 0.04% | +49,723+36.6% | Added |
| MetLife Investment Management | 181,409 | $41.2M | 0.19% | −1,203−0.7% | Reduced |
| State of Michigan Retirement System | 180,709 | $41.0M | 0.18% | −1,600−0.9% | Reduced |
| Federated Hermes, Inc. | 175,653 | $39.9M | 0.06% | −51,487−22.7% | Reduced |
| Banco Santander, S.A. | 171,801 | $39.0M | 0.24% | −1,988−1.1% | Reduced |
| Umb Bank N A | 168,493 | $38.2M | 0.48% | −3,590−2.1% | Reduced |
| CIBC Asset Management Inc | 167,310 | $38.0M | 0.08% | +1,215+0.7% | Added |
| Swiss Life Asset Management Ltd | 167,215 | $38.0M | 0.16% | +16,449+10.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 161,934 | $37.5M | 0.06% | −113,177−41.1% | Reduced |
| Nisa Investment Advisors, LLC | 164,948 | $37.4M | 0.12% | −36,900−18.3% | Reduced |
| Assetmark, Inc | 163,271 | $37.1M | 0.06% | +18,743+13.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 160,631 | $36.5M | 0.07% | −200,462−55.5% | Reduced |
| Intech Investment Management LLC | 158,208 | $35.9M | 0.33% | +22,198+16.3% | Added |
| Woodline Partners LP | 153,848 | $34.9M | 0.11% | +17,776+13.1% | Added |
| Vestcor Inc | 152,896 | $34.7M | 0.86% | +3,780+2.5% | Added |
| Prudential PLC | 151,876 | $34.5M | 0.24% | +3,007+2.0% | Added |
| Thrivent Financial for Lutherans | 151,803 | $34.5M | 0.06% | −453−0.3% | Reduced |
| SEB Asset Management AB | 147,746 | $33.5M | 0.13% | +4,412+3.1% | Added |
| Jefferies Financial Group Inc. | 142,905 | $32.4M | 0.30% | +137,163+2,388.8% | Added |
| Eurizon Capital SGR S.p.A. | 141,516 | $32.1M | 0.09% | −26,121−15.6% | Reduced |
| Mercer Global Advisors Inc | 140,565 | $31.9M | 0.04% | +2,355+1.7% | Added |
| Bank of Nova Scotia | 138,858 | $31.5M | 0.05% | −19,890−12.5% | Reduced |
| CWM Advisors, LLC | 138,221 | $31.4M | 1.29% | +38,123+38.1% | Added |
| Federation des caisses Desjardins du Quebec | 138,011 | $31.3M | 0.10% | +8,134+6.3% | Added |
| Xponance, Inc. | 134,538 | $30.5M | 0.19% | +3,844+2.9% | Added |
| Varma Mutual Pension Insurance Co | 134,476 | $30.5M | 0.16% | −3,200−2.3% | Reduced |
| USS Investment Management Ltd | 133,246 | $30.2M | 0.12% | +8,474+6.8% | Added |
| Colony Group, LLC | 133,077 | $30.2M | 0.03% | −5,636−4.1% | Reduced |
| Knights of Columbus Asset Advisors LLC | 127,725 | $29.0M | 1.45% | +35,816+39.0% | Added |
| Andra AP-fonden | 127,700 | $29.0M | 0.33% | −23,200−15.4% | Reduced |
| Danica Pension, Livsforsikringsaktieselskab | 126,427 | $28.7M | 0.46% | 00.0% | Unchanged |
| ProShare Advisors LLC | 123,668 | $28.1M | 0.04% | +6,069+5.2% | Added |
| AustralianSuper Pty Ltd | 122,986 | $27.9M | 0.12% | +111,569+977.2% | Added |
| Vert Asset Management LLC | 122,448 | $27.8M | 7.60% | +7,843+6.8% | Added |
| Amalgamated Bank | 121,737 | $27.6M | 0.19% | −4,069−3.2% | Reduced |
| Rockefeller Capital Management L.P. | 121,234 | $27.5M | 0.04% | +2,332+2.0% | Added |
| ABN AMRO Bank N.V. | 119,804 | $27.2M | 0.35% | +11,624+10.7% | Added |
| Worldquant Millennium Advisors LLC | 117,952 | $26.8M | 0.09% | −745,341−86.3% | Reduced |
| Ethic Inc. | 117,057 | $26.6M | 0.33% | +6,554+5.9% | Added |
| O'Shaughnessy Asset Management, LLC | 116,099 | $26.4M | 0.12% | +281+0.2% | Added |
| Oddo BHF Asset Management SAS | 115,936 | $26.3M | 1.22% | +115,936 | New |
| Rakuten Investment Management, Inc. | 115,381 | $26.3M | 0.08% | +12,398+12.0% | Added |
| Calamos Advisors LLC | 111,582 | $25.3M | 0.09% | −2,074−1.8% | Reduced |
| Ofi Invest Asset Management | 127,021 | $25.3M | 0.25% | −1,634−1.3% | Reduced |
| Waratah Capital Advisors Ltd. | 110,586 | $25.1M | 1.93% | −42,357−27.7% | Reduced |
| Utah Retirement Systems | 107,351 | $24.4M | 0.23% | −4,401−3.9% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 106,240 | $24.1M | 0.20% | +7,221+7.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 105,804 | $24.0M | 0.18% | −162−0.2% | Reduced |
| British Columbia Investment Management Corp | 105,657 | $24.0M | 0.15% | +11,067+11.7% | Added |
| New York Life Investment Management LLC | 105,305 | $23.9M | 0.17% | +1,376+1.3% | Added |
| Teachers Retirement System of the State of Kentucky | 105,261 | $23.9M | 0.16% | +2,000+1.9% | Added |
| CI Private Wealth, LLC | 101,833 | $23.1M | 0.03% | −7,315−6.7% | Reduced |
| Bahl & Gaynor Inc | 101,622 | $23.1M | 0.11% | +101,622 | New |
| Oversea-Chinese Banking CORP Ltd | 101,287 | $23.0M | 0.55% | −763−0.7% | Reduced |
| Cornerstone Advisors, LLC | 101,285 | $23.0M | 0.76% | −18,798−15.7% | Reduced |
| Capitolis Liquid Global Markets LLC | 100,000 | $22.7M | 0.10% | −12,691−11.3% | Reduced |
| Appleton Partners Inc | 98,216 | $22.3M | 1.37% | +3,110+3.3% | Added |
| Yousif Capital Management, LLC | 98,192 | $22.3M | 0.25% | −4,198−4.1% | Reduced |
| Fifth Third Bancorp | 97,479 | $22.1M | 0.04% | +4,223+4.5% | Added |
| M&T Bank Corp | 96,735 | $22.0M | 0.06% | −160.0% | Reduced |
| CIBC World Markets Inc. | 95,708 | $21.7M | 0.04% | +24,044+33.6% | Added |
| HighTower Advisors, LLC | 95,382 | $21.6M | 0.02% | −5,420−5.4% | Reduced |
| Abn Amro Investment Solutions | 95,332 | $21.6M | 0.19% | +10,357+12.2% | Added |
| Investment Management Corp of Ontario | 93,888 | $21.3M | 0.27% | +39,100+71.4% | Added |
| JustInvest LLC | 92,710 | $21.0M | 0.17% | +1,339+1.5% | Added |
| New Age Alpha Advisors, LLC | 91,681 | $20.8M | 0.88% | −114−0.1% | Reduced |
| GSI Capital Advisors LLC | 90,578 | $20.6M | 9.70% | −8,551−8.6% | Reduced |
| GEM Realty Capital | 90,543 | $20.6M | 1.74% | −55,038−37.8% | Reduced |
| Moore Capital Management, LP | 90,277 | $20.5M | 0.47% | +90,277 | New |
| Keybank National Association | 90,216 | $20.5M | 0.07% | +333+0.4% | Added |
| Public Employees Retirement Association of Colorado | 89,142 | $20.2M | 0.07% | −2,959−3.2% | Reduced |
| Capital Group Private Client Services, Inc. | 88,936 | $20.2M | 0.28% | −7,073−7.4% | Reduced |
| Wealthfront Advisers LLC | 88,184 | $20.0M | 0.04% | +1,105+1.3% | Added |
| Susquehanna International Group, LLP | 87,469 | $19.9M | 0.02% | −53,231−37.8% | Reduced |
| Eversept Partners, LP | 87,312 | $19.8M | 1.08% | −93,641−51.7% | Reduced |
| Oregon Public Employees Retirement Fund | 86,797 | $19.7M | 0.21% | +6,862+8.6% | Added |
| QRG Capital Management, Inc. | 86,615 | $19.7M | 0.16% | +5,711+7.1% | Added |
| Connors Investor Services Inc | 86,484 | $19.6M | 1.70% | −626−0.7% | Reduced |
| MML Investors Services, LLC | 86,187 | $19.6M | 0.04% | +15,389+21.7% | Added |
| Kovitz Investment Group Partners, LLC | 83,649 | $19.0M | 0.42% | +3,049+3.8% | Added |
| Captrust Financial Advisors | 83,300 | $18.9M | 0.03% | −2,636−3.1% | Reduced |
| AIA Group Ltd | 83,063 | $18.9M | 0.24% | +51,859+166.2% | Added |
| Kempen Capital Management N.V. | 82,558 | $18.7M | 0.14% | −26,737−24.5% | Reduced |
| Avanza Fonder AB | 82,151 | $18.6M | 0.41% | +9,881+13.7% | Added |
| GDS Wealth Management | 82,071 | $18.6M | 0.89% | +8,158+11.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 81,553 | $18.5M | 0.02% | −34,289−29.6% | Reduced |
| Commonwealth Equity Services, LLC | 79,940 | $18.1M | 0.02% | −7,024−8.1% | Reduced |
| Rafferty Asset Management, LLC | 79,505 | $18.0M | 0.04% | +20,226+34.1% | Added |
| OP Asset Management Ltd | 79,131 | $18.0M | 0.19% | −39,225−33.1% | Reduced |
| Vise Technologies, Inc. | 78,142 | $17.7M | 0.20% | +35,252+82.2% | Added |
| Arrowstreet Capital, Limited Partnership | 78,081 | $17.7M | 0.01% | +78,081 | New |
| Cander Asset Management LP | 77,121 | $17.5M | 3.25% | −52,572−40.5% | Reduced |
| Oppenheimer Asset Management Inc. | 76,578 | $17.4M | 0.18% | +674+0.9% | Added |
| Venture Visionary Partners LLC | 76,416 | $17.3M | 0.48% | −92−0.1% | Reduced |
| Norinchukin Bank, The | 74,383 | $16.9M | 0.16% | +4,813+6.9% | Added |
| Chilton Capital Management LLC | 74,258 | $16.9M | 0.53% | −1,778−2.3% | Reduced |
| Allstate Corp | 73,971 | $16.8M | 0.17% | −14,380−16.3% | Reduced |
| Mutual of America Capital Management LLC | 72,757 | $16.5M | 0.16% | −4,864−6.3% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 72,001 | $16.3M | 0.38% | +28,069+63.9% | Added |
| Trust Co of Toledo NA | 70,713 | $16.0M | 1.34% | −869−1.2% | Reduced |