WelltowerWELL
13F holders, Q1 2024 (March 31)961holders
9famous investors
$93.41avg. 13F price*
At the end of Q1 2024, 961 institutions reported holding Welltower Inc. (WELL) in their 13F filings. The largest holders were Vanguard Group Inc. ($8.3B), BlackRock Inc. ($5.5B) and Cohen & Steers, Inc. ($3.7B). 9 famous investors held it, including Ron Baron (0.2% of Baron Capital (BAMCO)'s portfolio), David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).
- Company
- Welltower Inc.
- Sector
- Real Estate
- CUSIP
- 95040Q104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 87 | $533.6M |
| Exits | 58 | $282.2M |
Ownership 961 holders
| Vanguard Group Inc. | 0.17% | Add +3.8% | 89,187,884 | $8.3B |
| BlackRock Inc. | 0.13% | Add +1.6% | 59,134,559 | $5.5B |
| Cohen & Steers, Inc. | 7.74% | Reduce -3.2% | 39,533,128 | $3.7B |
| State Street Corp. | 0.14% | Reduce -5.8% | 33,548,743 | $3.1B |
| Capital International Investors | 0.55% | Add +26.4% | 29,236,326 | $2.7B |
| Norges Bank | 0.40% | Add +0.0% | 27,210,055 | $2.5B |
| Wellington Management Group LLP | 0.28% | Add +2.5% | 16,640,562 | $1.6B |
| Bank of America Corp. | 0.15% | Add +8.7% | 16,203,034 | $1.5B |
| Geode Capital Management, LLC | 0.12% | Add +4.5% | 13,781,004 | $1.3B |
| Principal Financial Group Inc. | 0.68% | Reduce -4.3% | 12,458,625 | $1.2B |
| FMR LLC | 0.07% | Reduce -5.0% | 11,488,823 | $1.1B |
| Daiwa Securities Group Inc. | 4.25% | Reduce -0.6% | 7,937,875 | $741.7M |
| Dimensional Fund Advisors LP | 0.20% | Add +2.1% | 7,751,799 | $724.3M |
| Legal & General Group Plc | 0.20% | Add +2.5% | 7,485,653 | $699.5M |
| Morgan Stanley | 0.06% | Add +12.0% | 7,387,548 | $690.3M |
| Invesco Ltd. | 0.15% | Reduce -5.1% | 7,245,560 | $677.0M |
| Resolution Capital Ltd | 11.46% | Add +13.9% | 6,856,369 | $640.7M |
| JPMorgan Chase & Co. | 0.06% | Add +42.1% | 6,709,053 | $626.9M |
| T. Rowe Price Associates Inc. | 0.08% | Reduce -6.6% | 6,699,681 | $626.0M |
| Charles Schwab Investment Management Inc. | 0.13% | Add +2.4% | 6,008,519 | $561.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.20% | Add +3.4% | 5,868,178 | $548.3M |
| Centersquare Investment Management LLC | 5.86% | Add +19.0% | 5,329,248 | $507.8M |
| Northern Trust Corp. | 0.09% | Reduce -1.1% | 5,428,943 | $507.3M |
| Deutsche Bank AG | 0.24% | Add +2.8% | 5,422,855 | $506.7M |
| Nuveen Asset Management, LLC | 0.13% | Add +3.3% | 4,675,842 | $436.9M |
| Russell Investments Group, Ltd. | 0.66% | Add +12.4% | 4,433,816 | $414.2M |
| Bank of New York Mellon Corp | 0.07% | Reduce -2.6% | 3,886,728 | $363.2M |
| Goldman Sachs Group Inc. | 0.07% | Reduce -19.6% | 3,459,702 | $323.3M |
| Zimmer Partners, LP | 6.74% | New | 3,316,750 | $309.9M |
| Amundi | 0.13% | Add +22.4% | 3,226,534 | $293.0M |
| CBRE Investment Management Listed Real Assets LLC | 4.92% | Reduce -1.9% | 2,828,262 | $264.3M |
| Prudential Financial Inc. | 0.37% | Add +2.3% | 2,795,965 | $261.3M |
| Sei Investments Co. | 0.36% | Add +13.8% | 2,613,451 | $244.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.16% | Add +1.3% | 2,477,382 | $231.5M |
| PGGM Investments | 3.28% | Reduce -2.0% | 2,418,507 | $226.0M |
| Marshall Wace, LLP | 0.34% | Add +694.6% | 2,169,345 | $202.7M |
| Macquarie Group Ltd. | 0.22% | Add +7.8% | 2,079,853 | $194.3M |
| Ameriprise Financial Inc. | 0.05% | Add +1.1% | 2,060,810 | $189.5M |
| Voya Investment Management LLC | 0.21% | Add +7.7% | 1,968,922 | $183.8M |
| HSBC Holdings PLC | 0.12% | Add +26.9% | 1,800,486 | $168.1M |
| Qube Research & Technologies Ltd | 0.29% | Add +284.2% | 1,731,275 | $161.8M |
| Canada Pension Plan Investment Board | 0.17% | Add +8.1% | 1,695,406 | $158.4M |
| Swiss National Bank | 0.11% | Add +2.2% | 1,657,600 | $154.9M |
| UBS Group AG | 0.05% | Add +41.0% | 1,511,712 | $141.3M |
| Janus Henderson Group PLC | 0.07% | Reduce -8.7% | 1,409,444 | $131.6M |
| Heitman Real Estate Securities LLC | 7.45% | Add +30.2% | 1,400,405 | $130.9M |
| Adelante Capital Management LLC | 8.09% | Add +1.3% | 1,314,732 | $122.8M |
| Boston Partners | 0.15% | Reduce -21.4% | 1,314,479 | $122.8M |
| Alliancebernstein L.P. | 0.04% | Add +0.0% | 1,304,070 | $121.9M |
| Aew Capital Management L P | 5.88% | Add +9.8% | 1,290,216 | $120.6M |
| Barclays PLC | 0.05% | Reduce -40.2% | 1,277,192 | $119.3M |
| American Century Companies Inc. | 0.08% | Add +21.5% | 1,275,511 | $119.2M |
| Aberdeen Group plc | 0.23% | Add +6.8% | 1,256,481 | $117.4M |
| Pictet Asset Management Holding SA | 0.12% | Add +8.6% | 1,138,225 | $106.4M |
| APG Asset Management US Inc. | 0.61% | Add +19.2% | 1,152,867 | $106.1M |
| Rhumbline Advisers | 0.10% | Add +3.2% | 1,119,085 | $104.6M |
| Nordea Investment Management AB | 0.12% | Add +88.1% | 1,118,333 | $104.1M |
| Credit Suisse AG/ | 0.10% | Add +3.4% | 1,102,754 | $103.0M |
| Asset Management One Co., Ltd. | 0.40% | Add +1.6% | 1,101,843 | $103.0M |
| National Pension Service | 0.12% | Add +5.0% | 1,099,816 | $102.8M |
| CANADA LIFE ASSURANCE Co | 0.20% | Add +10.8% | 1,064,777 | $99.5M |
| Schroder Investment Management Group | 0.12% | Add +3.3% | 1,063,632 | $99.4M |
| Public Employees Retirement System of Ohio | 0.38% | Add +1.0% | 1,030,388 | $96.3M |
| BNP Paribas Financial Markets | 0.12% | Add +89.8% | 1,024,685 | $95.7M |
| D. E. Shaw & Co. | 0.13% | Add +71.8% | 996,515 | $93.1M |
| STRS Ohio | 0.37% | Add +88.5% | 985,979 | $92.1M |
| California Public Employees Retirement System | 0.06% | Add +0.4% | 981,591 | $91.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.13% | Add +13.3% | 980,082 | $91.6M |
| Wells Fargo & Company | 0.02% | Add +6.8% | 963,447 | $90.0M |
| Millennium Management | 0.08% | Add +329.4% | 932,729 | $87.2M |
| California State Teachers Retirement System | 0.10% | Add +5.6% | 858,253 | $80.2M |
| Allianz Asset Management GmbH | 0.13% | Add +130.0% | 845,616 | $79.0M |
| Adage Capital Partners Gp, L.L.C. | 0.15% | Add +41.3% | 822,906 | $76.9M |
| Nomura Asset Management Co. Ltd. | 0.27% | Add +4.8% | 808,457 | $75.5M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.19% | Reduce -11.2% | 783,220 | $73.2M |
| Royal Bank of Canada | 0.02% | Reduce -5.2% | 723,799 | $67.6M |
| Swedbank AB | 0.09% | Add +0.1% | 716,018 | $66.9M |
| Lasalle Investment Management Securities LLC | 2.72% | Add +0.3% | 706,395 | $66.0M |
| Baron Capital (BAMCO) | 0.17% | Reduce -1.3% | 675,363 | $63.1M |
| Bank of Montreal | 0.02% | Add +14.9% | 672,177 | $62.8M |
| State of New Jersey Common Pension Fund D | 0.19% | Add +2.9% | 668,036 | $62.4M |
| Neuberger Berman Group LLC | 0.05% | Reduce -12.1% | 641,474 | $59.9M |
| Citigroup Inc. | 0.06% | Add +29.9% | 583,455 | $54.5M |
| Border to Coast Pensions Partnership Ltd | 1.15% | No change | 551,589 | $51.5M |
| Korea Investment CORP | 0.12% | Reduce -7.7% | 492,966 | $46.1M |
| AXA S.A. | 0.14% | Add +1.8% | 484,869 | $45.3M |
| Envestnet Asset Management Inc. | 0.02% | Add +10.0% | 482,400 | $45.1M |
| New York State Teachers Retirement System | 0.09% | Reduce -2.5% | 457,054 | $42.7M |
| Uniplan Investment Counsel, Inc. | 3.40% | Reduce -3.5% | 453,967 | $42.4M |
| Citadel Advisors | 0.04% | Reduce -48.3% | 451,550 | $42.2M |
| CORDA Investment Management, LLC. | 3.27% | Reduce -5.3% | 440,413 | $41.2M |
| Raymond James & Associates | 0.03% | Add +31.7% | 438,662 | $41.0M |
| Manufacturers Life Insurance Company, The | 0.04% | Reduce -14.2% | 427,316 | $39.9M |
| Renaissance Technologies | 0.06% | Add +539.1% | 419,663 | $39.2M |
| Retirement Systems of Alabama | 0.15% | Add +0.0% | 409,806 | $38.3M |
| Mitsubishi UFJ Trust & Banking Corp | 0.09% | Reduce -22.8% | 411,339 | $38.2M |
| State Board of Administration of Florida Retirement System | 0.09% | Reduce -3.3% | 528,688 | $37.9M |
| Robeco Institutional Asset Management B.V. | 0.08% | Add +7.7% | 394,638 | $36.9M |
| Brookfield Corp | 0.21% | Add +68.4% | 387,831 | $36.2M |
| Franklin Resources Inc. | 0.01% | Add +18.8% | 385,021 | $36.0M |
"% of holder's portfolio" is WELL's weight in each manager's 13F, not the share of Welltower Inc. the manager owns.