WelltowerWELL
13F holders, Q4 2024 (December 31)1,127holders +65
88new positions
76sold out
9famous investors
$126.01avg. 13F price*
At the end of Q4 2024, 1,127 institutions reported holding Welltower Inc. (WELL) in their 13F filings, up 65 from Q3 2024. 88 opened new positions and 76 sold out. The largest holders were Vanguard Group Inc. ($12.4B), BlackRock, Inc. ($8.2B) and Cohen & Steers, Inc. ($4.8B). 9 famous investors held it, including Ron Baron (0.4% of Baron Capital (BAMCO)'s portfolio), Ken Griffin (0.2% of Citadel Advisors'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 88 | $266.7M |
| Exits | 76 | $150.7M |
All 13F filers, Q3 2024 → Q4 2024: 28,375,725 shares bought and 14,375,379 shares sold, net +14,000,346 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,127 holders
| Vanguard Group Inc. | 0.22% | Add +2.7% | 98,295,258 | $12.4B |
| BlackRock, Inc. | 0.17% | Add +5.5% | 64,901,077 | $8.2B |
| Cohen & Steers, Inc. | 9.06% | Reduce -0.3% | 37,910,647 | $4.8B |
| Capital International Investors | 0.88% | Add +0.9% | 37,096,408 | $4.7B |
| State Street Corp. | 0.18% | Add +2.3% | 36,436,383 | $4.6B |
| Norges Bank | 0.52% | Reduce -0.6% | 31,293,282 | $3.9B |
| Bank of America Corp. | 0.22% | Add +9.7% | 18,706,788 | $2.4B |
| Wellington Management Group LLP | 0.43% | Reduce -0.1% | 18,675,122 | $2.4B |
| FMR LLC | 0.12% | Add +9.4% | 15,782,795 | $2.0B |
| Geode Capital Management, LLC | 0.13% | Add +5.0% | 13,558,841 | $1.7B |
| Principal Financial Group Inc. | 0.82% | Reduce -2.2% | 11,908,639 | $1.5B |
| JPMorgan Chase & Co. | 0.10% | Reduce -20.4% | 10,140,738 | $1.3B |
| Northern Trust Corp. | 0.15% | Add +53.5% | 8,430,496 | $1.1B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.22% | Add +10.3% | 7,632,705 | $961.9M |
| Dimensional Fund Advisors LP | 0.23% | Reduce -3.6% | 7,475,809 | $942.2M |
| Invesco Ltd. | 0.17% | Add +0.1% | 7,424,997 | $935.8M |
| Morgan Stanley | 0.06% | Reduce -1.6% | 7,074,482 | $891.6M |
| Legal & General Group Plc | 0.23% | Reduce -3.3% | 6,890,101 | $868.4M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.88% | Add +3.7% | 6,518,273 | $821.5M |
| T. Rowe Price Associates Inc. | 0.09% | Reduce -0.8% | 6,301,468 | $794.2M |
| Daiwa Securities Group Inc. | 3.54% | Reduce -6.9% | 6,239,086 | $786.3M |
| Charles Schwab Investment Management Inc. | 0.14% | Add +0.2% | 6,078,738 | $766.1M |
| Resolution Capital Ltd | 13.08% | Reduce -5.5% | 5,769,173 | $727.1M |
| Deutsche Bank AG | 0.25% | Add +5.4% | 5,003,103 | $630.5M |
| Centersquare Investment Management LLC | 6.51% | Reduce -5.3% | 4,894,411 | $616.8M |
| Nuveen Asset Management, LLC | 0.17% | Reduce -1.0% | 4,790,755 | $603.8M |
| Bank of New York Mellon Corp | 0.09% | Add +3.1% | 3,884,674 | $489.6M |
| Amundi | 0.17% | Add +18.5% | 3,773,827 | $477.3M |
| Goldman Sachs Group Inc. | 0.09% | Reduce -8.2% | 3,698,322 | $466.1M |
| Russell Investments Group, Ltd. | 0.61% | Reduce -8.2% | 3,491,099 | $439.9M |
| Zimmer Partners, LP | 7.28% | Add +0.4% | 3,329,794 | $419.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.26% | Add +6.6% | 3,106,666 | $391.5M |
| Prudential Financial Inc. | 0.48% | Reduce -6.3% | 2,777,413 | $350.0M |
| Duff & Phelps Investment Management Co. | 3.89% | Add +1.5% | 2,575,721 | $324.6M |
| PGGM Investments | 4.31% | Reduce -1.8% | 2,572,949 | $324.3M |
| Sei Investments Co. | 0.41% | Reduce -2.2% | 2,559,488 | $322.6M |
| HSBC Holdings PLC | 0.17% | Add +0.4% | 2,206,866 | $277.9M |
| UBS Group AG | 0.06% | Add +19.7% | 2,019,760 | $254.6M |
| CBRE Investment Management Listed Real Assets LLC | 4.35% | Add +17.3% | 1,936,954 | $244.1M |
| Macquarie Group Ltd. | 0.28% | Reduce -5.2% | 1,852,363 | $230.6M |
| Swiss National Bank | 0.15% | Reduce -1.6% | 1,747,200 | $220.2M |
| California Public Employees Retirement System | 0.14% | Add +61.4% | 1,661,201 | $209.4M |
| Ameriprise Financial Inc. | 0.05% | Reduce -5.3% | 1,603,050 | $197.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.39% | — | 1,541,472 | $194.3M |
| Nordea Investment Management AB | 0.19% | Add +28.1% | 1,477,388 | $185.6M |
| Lasalle Investment Management Securities LLC | 7.67% | Add +7.2% | 1,439,634 | $181.4M |
| Aew Capital Management L P | 8.58% | Add +2.8% | 1,408,478 | $177.5M |
| National Pension Service | 0.17% | Add +1.4% | 1,403,960 | $176.9M |
| Voya Investment Management LLC | 0.21% | Reduce -4.9% | 1,388,326 | $174.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.16% | Add +8.8% | 1,341,018 | $168.7M |
| APG Asset Management US Inc. | 1.28% | Add +1.8% | 1,338,117 | $168.6M |
| Schroder Investment Management Group | 0.16% | Add +3.5% | 1,349,763 | $168.6M |
| Aberdeen Group plc | 0.31% | Add +2.0% | 1,337,207 | $167.7M |
| Citadel Advisors | 0.16% | Reduce -14.9% | 1,316,675 | $165.9M |
| Rhumbline Advisers | 0.14% | Add +5.3% | 1,247,395 | $157.2M |
| Canada Pension Plan Investment Board | 0.15% | Reduce -42.8% | 1,223,932 | $154.3M |
| BNP Paribas Financial Markets | 0.12% | Add +6.5% | 1,222,821 | $154.1M |
| CANADA LIFE ASSURANCE Co | 0.26% | Add +9.4% | 1,219,856 | $153.5M |
| Allianz Asset Management GmbH | 0.22% | Reduce -2.9% | 1,206,791 | $152.1M |
| Adelante Capital Management LLC | 9.74% | Add +0.7% | 1,171,232 | $147.6M |
| American Century Companies Inc. | 0.08% | Reduce -2.1% | 1,169,989 | $147.5M |
| Baron Capital (BAMCO) | 0.38% | Add +18.1% | 1,151,495 | $145.1M |
| Alliancebernstein L.P. | 0.05% | Add +7.5% | 1,140,397 | $143.7M |
| Asset Management One Co., Ltd. | 0.49% | Add +3.3% | 1,143,663 | $143.0M |
| Qube Research & Technologies Ltd | 0.23% | Add +59.0% | 1,123,800 | $141.6M |
| Nomura Asset Management Co. Ltd. | 0.42% | Add +5.4% | 1,104,703 | $139.2M |
| Public Employees Retirement System of Ohio | 0.48% | Add +0.4% | 1,099,391 | $138.6M |
| Pictet Asset Management Holding SA | 0.15% | Add +0.6% | 1,069,105 | $134.7M |
| Wells Fargo & Company | 0.03% | Reduce -2.3% | 1,042,404 | $131.4M |
| Millennium Management | 0.11% | Add +75.4% | 1,018,365 | $128.3M |
| D. E. Shaw & Co. | 0.15% | Add +91.1% | 979,040 | $123.4M |
| California State Teachers Retirement System | 0.14% | Add +4.5% | 972,353 | $122.5M |
| Barclays PLC | 0.05% | Reduce -50.1% | 841,264 | $106.0M |
| Royal Bank of Canada | 0.02% | Add +38.1% | 810,505 | $102.1M |
| STRS Ohio | 0.39% | Reduce -2.5% | 776,959 | $97.9M |
| New York State Common Retirement Fund | 0.13% | Add +3.2% | 766,965 | $96.7M |
| Raymond James Financial Inc. | 0.03% | — | 718,597 | $90.6M |
| Capital Research Global Investors | 0.02% | Add +2.3% | 678,940 | $85.6M |
| Heitman Real Estate Securities LLC | 5.26% | Add +5.3% | 648,492 | $81.7M |
| Adage Capital Partners Gp, L.L.C. | 0.14% | Reduce -12.0% | 642,706 | $81.0M |
| Swedbank AB | 0.10% | Reduce -1.7% | 635,283 | $80.1M |
| Bank of Montreal | 0.04% | Reduce -13.9% | 625,207 | $78.8M |
| Renaissance Technologies | 0.12% | Add +23.8% | 622,763 | $78.5M |
| Alyeska Investment Group, L.P. | 0.28% | Add +355.6% | 581,839 | $73.3M |
| Janus Henderson Group PLC | 0.04% | Reduce -48.0% | 578,584 | $72.8M |
| State Board of Administration of Florida Retirement System | 0.14% | Add +0.3% | 566,427 | $71.4M |
| Neuberger Berman Group LLC | 0.05% | Reduce -10.6% | 548,287 | $69.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.20% | Add +30.7% | 544,838 | $68.7M |
| Teacher Retirement System of Texas | 0.24% | Add +69.9% | 538,763 | $67.9M |
| Citigroup Inc. | 0.07% | Add +68.7% | 534,977 | $67.4M |
| AXA S.A. | 0.20% | Add +8.8% | 506,976 | $63.9M |
| Storebrand Asset Management As | 0.19% | Add +106.2% | 497,460 | $62.7M |
| Korea Investment CORP | 0.14% | Add +96.9% | 479,945 | $60.5M |
| National Bank of Canada | 0.08% | Add +97.9% | 465,559 | $58.7M |
| State of New Jersey Common Pension Fund D | 0.24% | Add +1.5% | 464,337 | $58.5M |
| Retirement Systems of Alabama | 0.22% | Reduce -1.6% | 462,742 | $58.3M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -7.8% | 458,454 | $57.8M |
| New York State Teachers Retirement System | 0.12% | Add +0.2% | 456,916 | $57.6M |
| Danske Bank A/S | 0.16% | Add +53.3% | 424,472 | $53.5M |
| Capital International, Inc. | 0.63% | Add +18.5% | 421,668 | $53.1M |
"% of holder's portfolio" is WELL's weight in each manager's 13F, not the share of Welltower Inc. the manager owns.