WelltowerWELL
13F holders, Q2 2024 (June 30)1,000holders +39
111new positions
68sold out
10famous investors
$104.22avg. 13F price*
At the end of Q2 2024, 1,000 institutions reported holding Welltower Inc. (WELL) in their 13F filings, up 39 from Q1 2024. 111 opened new positions and 68 sold out. The largest holders were Vanguard Group Inc. ($9.8B), BlackRock Inc. ($6.1B) and Cohen & Steers, Inc. ($4.1B). 10 famous investors held it, including Paul Tudor Jones (0.5% of Tudor Investment Corporation's portfolio), Ron Baron (0.2% of Baron Capital (BAMCO)'s portfolio) and David E. Shaw (0.1% of D. E. Shaw & Co.'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 111 | $446.9M |
| Exits | 68 | $285.6M |
All 13F filers, Q1 2024 → Q2 2024: 44,264,546 shares bought and 21,712,955 shares sold, net +22,551,591 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,000 holders
| Vanguard Group Inc. | 0.19% | Add +5.8% | 94,377,394 | $9.8B |
| BlackRock Inc. | 0.14% | Reduce -0.3% | 58,975,979 | $6.1B |
| Cohen & Steers, Inc. | 8.51% | Reduce -1.6% | 38,916,093 | $4.1B |
| Capital International Investors | 0.77% | Add +22.9% | 35,945,382 | $3.7B |
| State Street Corp. | 0.16% | Add +6.2% | 35,613,042 | $3.7B |
| Norges Bank | 0.51% | Add +21.0% | 32,912,525 | $3.4B |
| Bank of America Corp. | 0.18% | Add +10.2% | 17,850,017 | $1.9B |
| Wellington Management Group LLP | 0.31% | Add +1.5% | 16,888,514 | $1.8B |
| Geode Capital Management, LLC | 0.12% | Reduce -5.0% | 13,090,925 | $1.4B |
| JPMorgan Chase & Co. | 0.12% | Add +91.2% | 12,825,588 | $1.3B |
| Principal Financial Group Inc. | 0.77% | Reduce -0.2% | 12,439,176 | $1.3B |
| FMR LLC | 0.07% | Reduce -9.0% | 10,450,719 | $1.1B |
| Dimensional Fund Advisors LP | 0.21% | Add +0.8% | 7,814,741 | $814.7M |
| Morgan Stanley | 0.06% | Reduce -0.3% | 7,365,916 | $767.9M |
| Legal & General Group Plc | 0.22% | Reduce -2.1% | 7,330,866 | $764.2M |
| Daiwa Securities Group Inc. | 4.07% | Reduce -9.1% | 7,218,284 | $752.5M |
| T. Rowe Price Associates Inc. | 0.09% | Add +2.6% | 6,876,954 | $716.9M |
| Invesco Ltd. | 0.15% | Reduce -5.1% | 6,875,878 | $716.8M |
| Resolution Capital Ltd | 13.37% | Reduce -0.6% | 6,818,568 | $710.8M |
| Charles Schwab Investment Management Inc. | 0.12% | Add +0.2% | 6,019,881 | $627.6M |
| Northern Trust Corp. | 0.10% | Add +5.1% | 5,707,187 | $595.0M |
| Deutsche Bank AG | 0.26% | Add +1.7% | 5,513,968 | $574.8M |
| Centersquare Investment Management LLC | 5.95% | Reduce -1.0% | 5,277,715 | $550.2M |
| Nuveen Asset Management, LLC | 0.15% | Add +1.8% | 4,757,865 | $496.0M |
| Russell Investments Group, Ltd. | 0.70% | Reduce -5.7% | 4,179,262 | $435.4M |
| Bank of New York Mellon Corp | 0.08% | Add +3.6% | 4,026,158 | $419.7M |
| Goldman Sachs Group Inc. | 0.08% | Add +12.9% | 3,904,505 | $407.0M |
| Zimmer Partners, LP | 6.59% | No change | 3,316,750 | $345.8M |
| Amundi | 0.12% | Reduce -4.4% | 3,084,363 | $324.9M |
| Sei Investments Co. | 0.41% | Add +5.2% | 2,748,062 | $286.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.20% | Add +5.9% | 2,622,524 | $273.4M |
| Prudential Financial Inc. | 0.40% | Reduce -8.2% | 2,566,779 | $267.6M |
| Duff & Phelps Investment Management Co. | 3.25% | New | 2,445,827 | $255.0M |
| PGGM Investments | 3.47% | Reduce -3.7% | 2,328,566 | $242.8M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.26% | Add +2078.1% | 2,255,573 | $235.1M |
| Voya Investment Management LLC | 0.25% | Add +8.8% | 2,141,365 | $223.1M |
| Canada Pension Plan Investment Board | 0.22% | Add +24.6% | 2,112,452 | $220.2M |
| Macquarie Group Ltd. | 0.24% | Reduce -1.8% | 2,042,655 | $212.9M |
| Qube Research & Technologies Ltd | 0.39% | Add +16.7% | 2,020,403 | $210.6M |
| Ameriprise Financial Inc. | 0.05% | Reduce -6.1% | 1,935,578 | $198.2M |
| CBRE Investment Management Listed Real Assets LLC | 3.59% | Reduce -33.9% | 1,869,543 | $194.9M |
| Swiss National Bank | 0.12% | Add +1.6% | 1,684,300 | $175.6M |
| HSBC Holdings PLC | 0.10% | Reduce -16.7% | 1,500,122 | $156.4M |
| Schroder Investment Management Group | 0.17% | Add +36.7% | 1,453,686 | $151.5M |
| American Century Companies Inc. | 0.09% | Add +10.1% | 1,404,781 | $146.4M |
| Aew Capital Management L P | 6.82% | Add +4.8% | 1,352,096 | $141.0M |
| Barclays PLC | 0.06% | Add +2.1% | 1,303,558 | $135.9M |
| Alliancebernstein L.P. | 0.05% | Reduce -3.4% | 1,259,547 | $131.3M |
| APG Asset Management US Inc. | 0.74% | Add +7.4% | 1,237,867 | $128.7M |
| Nordea Investment Management AB | 0.15% | Add +8.4% | 1,212,604 | $125.9M |
| Rhumbline Advisers | 0.12% | Add +7.5% | 1,202,720 | $125.4M |
| CANADA LIFE ASSURANCE Co | 0.23% | Add +11.1% | 1,182,587 | $123.4M |
| Citigroup Inc. | 0.12% | Add +100.8% | 1,171,693 | $122.1M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.15% | Add +19.3% | 1,168,928 | $121.9M |
| National Pension Service | 0.14% | Add +5.9% | 1,165,091 | $121.5M |
| Aberdeen Group plc | 0.23% | Reduce -7.4% | 1,163,044 | $121.2M |
| Adelante Capital Management LLC | 9.51% | Reduce -12.2% | 1,154,620 | $120.4M |
| UBS Group AG | 0.04% | Reduce -23.7% | 1,153,645 | $120.3M |
| Asset Management One Co., Ltd. | 0.45% | Add +3.3% | 1,137,784 | $118.6M |
| Janus Henderson Group PLC | 0.06% | Reduce -19.4% | 1,136,439 | $118.6M |
| Public Employees Retirement System of Ohio | 0.45% | Add +8.0% | 1,112,612 | $116.0M |
| Pictet Asset Management Holding SA | 0.13% | Reduce -4.4% | 1,087,737 | $113.4M |
| Wells Fargo & Company | 0.03% | Add +10.5% | 1,064,891 | $111.0M |
| Allianz Asset Management GmbH | 0.18% | Add +24.4% | 1,052,102 | $109.7M |
| Heitman Real Estate Securities LLC | 6.79% | Reduce -26.5% | 1,029,567 | $107.3M |
| California Public Employees Retirement System | 0.08% | Add +3.1% | 1,012,360 | $105.5M |
| Lasalle Investment Management Securities LLC | 4.20% | Add +33.1% | 940,518 | $98.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | Reduce -84.0% | 937,715 | $97.8M |
| Nomura Asset Management Co. Ltd. | 0.32% | Add +12.2% | 906,914 | $94.5M |
| California State Teachers Retirement System | 0.12% | Add +5.6% | 906,602 | $94.5M |
| STRS Ohio | 0.36% | Reduce -10.3% | 884,401 | $92.2M |
| Adage Capital Partners Gp, L.L.C. | 0.16% | Add +2.5% | 843,506 | $87.9M |
| Marshall Wace, LLP | 0.13% | Reduce -61.1% | 843,417 | $87.9M |
| D. E. Shaw & Co. | 0.13% | Reduce -17.2% | 825,054 | $86.0M |
| Baron Capital (BAMCO) | 0.24% | Add +19.9% | 810,074 | $84.5M |
| Bank of Montreal | 0.02% | Add +12.8% | 758,574 | $79.2M |
| New York State Common Retirement Fund | 0.10% | Add +98.3% | 758,165 | $79.0M |
| Millennium Management | 0.06% | Reduce -22.0% | 727,277 | $75.8M |
| Capital Research Global Investors | 0.01% | New | 652,246 | $68.0M |
| Swedbank AB | 0.09% | Reduce -12.2% | 628,492 | $65.5M |
| Neuberger Berman Group LLC | 0.05% | Reduce -4.3% | 614,057 | $64.0M |
| Keybank National Association | 0.26% | Add +468.4% | 603,781 | $62.9M |
| Royal Bank of Canada | 0.01% | Reduce -19.4% | 583,666 | $60.8M |
| Renaissance Technologies | 0.10% | Add +33.7% | 561,263 | $58.5M |
| State Board of Administration of Florida Retirement System | 0.11% | Add +5.6% | 558,425 | $58.2M |
| Border to Coast Pensions Partnership Ltd | 1.35% | Reduce -0.3% | 550,000 | $57.4M |
| Korea Investment CORP | 0.13% | Add +3.0% | 507,806 | $52.9M |
| Envestnet Asset Management Inc. | 0.02% | Add +4.9% | 506,104 | $52.8M |
| Aviva PLC | 0.15% | Add +31.4% | 500,737 | $52.2M |
| BNP Paribas Financial Markets | 0.06% | Reduce -51.4% | 497,547 | $51.9M |
| AXA S.A. | 0.15% | Reduce -0.7% | 481,630 | $50.2M |
| Tudor Investment Corporation | 0.55% | Add +1046.4% | 466,340 | $48.6M |
| New York State Teachers Retirement System | 0.10% | Reduce -0.1% | 456,768 | $47.6M |
| Retirement Systems of Alabama | 0.18% | Add +10.7% | 453,473 | $47.3M |
| State of New Jersey Common Pension Fund D | 0.20% | Reduce -32.8% | 448,889 | $46.8M |
| Raymond James & Associates | 0.03% | Reduce -0.6% | 436,189 | $45.5M |
| CORDA Investment Management, LLC. | 3.62% | Reduce -3.0% | 427,245 | $44.5M |
| Manufacturers Life Insurance Company, The | 0.04% | Reduce -3.0% | 414,649 | $43.2M |
| DekaBank Deutsche Girozentrale | 0.08% | Add +9.9% | 416,557 | $42.9M |
| Robeco Institutional Asset Management B.V. | 0.09% | Reduce -2.3% | 385,632 | $40.2M |
"% of holder's portfolio" is WELL's weight in each manager's 13F, not the share of Welltower Inc. the manager owns.