WelltowerWELL
13F holders, Q3 2024 (September 30)1,062holders +62
124new positions
61sold out
10famous investors
$127.98avg. 13F price*
At the end of Q3 2024, 1,062 institutions reported holding Welltower Inc. (WELL) in their 13F filings, up 62 from Q2 2024. 124 opened new positions and 61 sold out. The largest holders were Vanguard Group Inc. ($12.3B), BlackRock, Inc. ($7.9B) and Cohen & Steers, Inc. ($4.9B). 10 famous investors held it, including Ron Baron (0.3% of Baron Capital (BAMCO)'s portfolio), Ken Griffin (0.2% of Citadel Advisors's portfolio) and Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio).
- Company
- Welltower Inc.
- Sector
- Real Estate
- CUSIP
- 95040Q104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 124 | $144.2M |
| Exits | 61 | $76.8M |
All 13F filers, Q2 2024 → Q3 2024: 31,388,954 shares bought and 17,483,040 shares sold, net +13,905,914 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,062 holders
| Vanguard Group Inc. | 0.22% | Add +1.4% | 95,683,214 | $12.3B |
| BlackRock, Inc. | 0.17% | — | 61,536,936 | $7.9B |
| Cohen & Steers, Inc. | 8.67% | Reduce -2.3% | 38,025,738 | $4.9B |
| Capital International Investors | 0.90% | Add +2.3% | 36,777,912 | $4.7B |
| State Street Corp. | 0.19% | Add +0.1% | 35,629,771 | $4.6B |
| Norges Bank | 0.56% | Reduce -4.3% | 31,495,212 | $4.0B |
| Wellington Management Group LLP | 0.42% | Add +10.6% | 18,685,844 | $2.4B |
| Bank of America Corp. | 0.19% | Reduce -4.5% | 17,054,177 | $2.2B |
| FMR LLC | 0.11% | Add +38.1% | 14,428,564 | $1.8B |
| Geode Capital Management, LLC | 0.13% | Reduce -1.4% | 12,914,347 | $1.6B |
| JPMorgan Chase & Co. | 0.13% | Reduce -0.7% | 12,732,586 | $1.6B |
| Principal Financial Group Inc. | 0.85% | Reduce -2.1% | 12,174,792 | $1.6B |
| Dimensional Fund Advisors LP | 0.24% | Reduce -0.7% | 7,758,439 | $993.3M |
| Invesco Ltd. | 0.18% | Add +7.9% | 7,418,346 | $949.8M |
| Morgan Stanley | 0.07% | Reduce -2.4% | 7,190,531 | $920.6M |
| Legal & General Group Plc | 0.24% | Reduce -2.8% | 7,127,541 | $912.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.23% | Add +638.0% | 6,920,426 | $886.0M |
| Daiwa Securities Group Inc. | 4.00% | Reduce -7.2% | 6,698,839 | $857.7M |
| T. Rowe Price Associates Inc. | 0.09% | Reduce -7.6% | 6,351,430 | $813.2M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.84% | Add +178.6% | 6,284,754 | $804.6M |
| Resolution Capital Ltd | 13.41% | Reduce -10.5% | 6,101,824 | $781.2M |
| Charles Schwab Investment Management Inc. | 0.15% | Add +0.8% | 6,066,213 | $776.7M |
| Northern Trust Corp. | 0.12% | Reduce -3.8% | 5,491,267 | $703.0M |
| Centersquare Investment Management LLC | 6.21% | Reduce -2.1% | 5,166,733 | $661.5M |
| Nuveen Asset Management, LLC | 0.17% | Add +1.7% | 4,837,441 | $619.3M |
| Deutsche Bank AG | 0.25% | Reduce -13.9% | 4,748,547 | $608.0M |
| Goldman Sachs Group Inc. | 0.10% | Add +3.2% | 4,028,717 | $515.8M |
| Russell Investments Group, Ltd. | 0.71% | Reduce -9.0% | 3,802,955 | $486.8M |
| Bank of New York Mellon Corp | 0.09% | Reduce -6.4% | 3,767,504 | $482.4M |
| Zimmer Partners, LP | 7.96% | No change | 3,316,750 | $424.6M |
| Amundi | 0.15% | Add +3.3% | 3,184,572 | $397.3M |
| Prudential Financial Inc. | 0.53% | Add +15.5% | 2,964,396 | $379.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.26% | Add +11.1% | 2,914,363 | $373.1M |
| PGGM Investments | 4.30% | Add +12.5% | 2,620,272 | $335.5M |
| Sei Investments Co. | 0.44% | Reduce -4.8% | 2,616,750 | $335.0M |
| Duff & Phelps Investment Management Co. | 3.73% | Add +3.7% | 2,537,296 | $324.9M |
| HSBC Holdings PLC | 0.18% | Add +46.6% | 2,199,011 | $281.2M |
| Canada Pension Plan Investment Board | 0.26% | Add +1.2% | 2,138,218 | $273.8M |
| Macquarie Group Ltd. | 0.27% | Reduce -4.3% | 1,954,830 | $250.3M |
| Swiss National Bank | 0.15% | Add +5.4% | 1,774,700 | $227.2M |
| UBS Group AG | 0.06% | Add +46.3% | 1,687,491 | $216.0M |
| Barclays PLC | 0.10% | Add +29.2% | 1,684,446 | $215.7M |
| Ameriprise Financial Inc. | 0.05% | Reduce -12.5% | 1,693,448 | $212.0M |
| CBRE Investment Management Listed Real Assets LLC | 3.38% | Reduce -11.6% | 1,651,939 | $211.5M |
| Citadel Advisors | 0.21% | Add +1639.4% | 1,546,604 | $198.0M |
| Voya Investment Management LLC | 0.23% | Reduce -31.8% | 1,459,947 | $186.7M |
| National Pension Service | 0.17% | Add +18.9% | 1,385,292 | $177.4M |
| Aew Capital Management L P | 7.55% | Add +1.4% | 1,370,348 | $175.4M |
| Lasalle Investment Management Securities LLC | 6.58% | Add +42.8% | 1,342,781 | $171.9M |
| APG Asset Management US Inc. | 1.14% | Add +6.2% | 1,314,566 | $167.7M |
| Aberdeen Group plc | 0.31% | Add +12.7% | 1,311,061 | $167.1M |
| Schroder Investment Management Group | 0.17% | Reduce -10.3% | 1,304,604 | $165.9M |
| Allianz Asset Management GmbH | 0.25% | Add +18.1% | 1,242,356 | $159.1M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.17% | Add +5.5% | 1,233,031 | $157.9M |
| American Century Companies Inc. | 0.09% | Reduce -14.9% | 1,195,674 | $153.1M |
| Rhumbline Advisers | 0.14% | Reduce -1.6% | 1,184,017 | $151.6M |
| Adelante Capital Management LLC | 9.61% | Add +0.7% | 1,162,695 | $148.9M |
| BNP Paribas Financial Markets | 0.14% | Add +130.8% | 1,148,541 | $147.0M |
| Nordea Investment Management AB | 0.17% | Reduce -4.9% | 1,152,868 | $146.7M |
| CANADA LIFE ASSURANCE Co | 0.25% | Reduce -5.7% | 1,115,346 | $142.9M |
| Janus Henderson Group PLC | 0.07% | Reduce -2.0% | 1,113,112 | $142.5M |
| Asset Management One Co., Ltd. | 0.50% | Reduce -2.7% | 1,107,457 | $141.8M |
| Public Employees Retirement System of Ohio | 0.60% | Reduce -1.6% | 1,094,781 | $140.2M |
| Wells Fargo & Company | 0.03% | Add +0.2% | 1,066,671 | $136.6M |
| Pictet Asset Management Holding SA | 0.15% | Reduce -2.3% | 1,062,303 | $136.0M |
| Alliancebernstein L.P. | 0.05% | Reduce -15.8% | 1,060,953 | $135.8M |
| Nomura Asset Management Co. Ltd. | 0.42% | Add +15.6% | 1,047,984 | $134.2M |
| California Public Employees Retirement System | 0.09% | Add +1.6% | 1,029,058 | $131.8M |
| Baron Capital (BAMCO) | 0.33% | Add +20.3% | 974,759 | $124.8M |
| California State Teachers Retirement System | 0.14% | Add +2.6% | 930,390 | $119.1M |
| Marshall Wace, LLP | 0.14% | Add +1.4% | 855,363 | $109.5M |
| STRS Ohio | 0.39% | Reduce -9.9% | 796,687 | $102.0M |
| New York State Common Retirement Fund | 0.13% | Reduce -1.9% | 743,365 | $95.2M |
| Adage Capital Partners Gp, L.L.C. | 0.17% | Reduce -13.4% | 730,506 | $93.5M |
| Bank of Montreal | 0.04% | Reduce -4.3% | 726,130 | $92.4M |
| Squarepoint Ops LLC | 0.30% | Add +985.3% | 709,559 | $90.8M |
| Qube Research & Technologies Ltd | 0.17% | Reduce -65.0% | 706,754 | $90.5M |
| 1832 Asset Management L.P. | 0.14% | Add +1396.6% | 668,986 | $85.7M |
| Capital Research Global Investors | 0.02% | Add +1.8% | 663,946 | $85.0M |
| Swedbank AB | 0.11% | Add +2.8% | 646,046 | $82.7M |
| Heitman Real Estate Securities LLC | 4.30% | Reduce -40.1% | 616,148 | $78.9M |
| Aviva PLC | 0.21% | Add +22.6% | 613,910 | $78.6M |
| Neuberger Berman Group LLC | 0.06% | Reduce -0.2% | 613,060 | $78.5M |
| Royal Bank of Canada | 0.02% | Add +0.5% | 586,764 | $75.1M |
| Millennium Management | 0.07% | Reduce -20.2% | 580,651 | $74.3M |
| State Board of Administration of Florida Retirement System | 0.14% | Add +1.1% | 564,775 | $72.3M |
| D. E. Shaw & Co. | 0.09% | Reduce -37.9% | 512,416 | $65.6M |
| Renaissance Technologies | 0.10% | Reduce -10.4% | 502,963 | $64.4M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -1.7% | 497,471 | $63.7M |
| Raymond James & Associates | 0.04% | Add +9.6% | 478,207 | $61.2M |
| Retirement Systems of Alabama | 0.23% | Add +3.7% | 470,419 | $60.2M |
| AXA S.A. | 0.18% | Reduce -3.2% | 466,139 | $59.7M |
| State of New Jersey Common Pension Fund D | 0.24% | Add +1.9% | 457,596 | $58.6M |
| New York State Teachers Retirement System | 0.12% | Reduce -0.2% | 455,825 | $58.4M |
| Border to Coast Pensions Partnership Ltd | 1.11% | Reduce -22.7% | 425,000 | $54.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.16% | Add +11.0% | 416,748 | $53.4M |
| Manufacturers Life Insurance Company, The | 0.05% | Reduce -1.0% | 410,362 | $52.5M |
| Franklin Resources Inc. | 0.01% | Add +3.2% | 391,264 | $49.9M |
| Robeco Institutional Asset Management B.V. | 0.10% | Reduce -0.3% | 384,551 | $49.2M |
| UniSuper Management Pty Ltd | 0.37% | Add +0.8% | 383,380 | $49.1M |
"% of holder's portfolio" is WELL's weight in each manager's 13F, not the share of Welltower Inc. the manager owns.