WelltowerWELL
13F holders, Q1 2025 (March 31)1,236holders +109
172new positions
64sold out
9famous investors
$153.19avg. 13F price*
At the end of Q1 2025, 1,236 institutions reported holding Welltower Inc. (WELL) in their 13F filings, up 109 from Q4 2024. 172 opened new positions and 64 sold out. The largest holders were Vanguard Group Inc. ($14.2B), BlackRock, Inc. ($10.1B) and Capital International Investors ($6.5B). 9 famous investors held it, including Ron Baron (0.6% of Baron Capital (BAMCO)'s portfolio), Jim Simons / Peter Brown (0.3% of Renaissance Technologies's portfolio) and David E. Shaw (0.2% 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 172 | $670.3M |
| Exits | 64 | $104.3M |
All 13F filers, Q4 2024 → Q1 2025: 40,700,712 shares bought and 23,061,083 shares sold, net +17,639,629 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,236 holders
| Vanguard Group Inc. | 0.26% | Reduce -6.0% | 92,390,333 | $14.2B |
| BlackRock, Inc. | 0.21% | Add +1.1% | 65,616,424 | $10.1B |
| Capital International Investors | 1.29% | Add +14.8% | 42,593,876 | $6.5B |
| State Street Corp. | 0.24% | Add +4.0% | 37,876,093 | $5.8B |
| Cohen & Steers, Inc. | 10.15% | Reduce -5.5% | 35,819,218 | $5.5B |
| Norges Bank | 0.67% | Add +0.0% | 31,301,715 | $4.8B |
| Wellington Management Group LLP | 0.63% | Add +14.0% | 21,289,684 | $3.3B |
| Bank of America Corp. | 0.28% | Add +8.9% | 20,373,504 | $3.1B |
| FMR LLC | 0.17% | Add +11.1% | 17,537,986 | $2.7B |
| Geode Capital Management, LLC | 0.17% | Add +5.4% | 14,288,567 | $2.2B |
| Principal Financial Group Inc. | 0.99% | Reduce -3.8% | 11,462,416 | $1.8B |
| Morgan Stanley | 0.10% | Add +29.8% | 9,182,678 | $1.4B |
| T. Rowe Price Associates Inc. | 0.17% | Add +41.6% | 8,923,852 | $1.4B |
| Northern Trust Corp. | 0.19% | Add +0.4% | 8,467,221 | $1.3B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.32% | Add +7.0% | 8,164,840 | $1.3B |
| JPMorgan Chase & Co. | 0.09% | Reduce -23.6% | 7,748,667 | $1.2B |
| Dimensional Fund Advisors LP | 0.28% | Reduce -3.0% | 7,248,482 | $1.1B |
| Invesco Ltd. | 0.21% | Reduce -4.5% | 7,087,632 | $1.1B |
| Legal & General Group Plc | 0.29% | Add +1.8% | 7,012,104 | $1.1B |
| Charles Schwab Investment Management Inc. | 0.20% | Add +14.4% | 6,956,594 | $1.1B |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1.14% | Reduce -2.9% | 6,330,814 | $969.9M |
| Daiwa Securities Group Inc. | 3.53% | Reduce -12.8% | 5,441,253 | $833.7M |
| Deutsche Bank AG | 0.31% | Add +2.4% | 5,121,288 | $784.6M |
| Nuveen, LLC | 0.23% | — | 4,974,895 | $762.2M |
| Centersquare Investment Management LLC | 7.87% | Add +1.4% | 4,962,246 | $760.3M |
| Resolution Capital Ltd | 14.64% | Reduce -14.9% | 4,906,779 | $751.8M |
| Goldman Sachs Group Inc. | 0.14% | Add +27.9% | 4,728,921 | $724.5M |
| Bank of New York Mellon Corp | 0.12% | Add +0.1% | 3,890,121 | $596.0M |
| Amundi | 0.21% | Add +0.6% | 3,798,128 | $578.9M |
| Russell Investments Group, Ltd. | 0.74% | Add +0.1% | 3,494,066 | $535.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.34% | Add +0.0% | 3,107,823 | $476.1M |
| CBRE Investment Management Listed Real Assets LLC | 7.12% | Add +55.6% | 3,013,247 | $461.7M |
| UBS Group AG | 0.09% | Add +36.5% | 2,756,160 | $422.3M |
| PGGM Investments | 5.46% | Add +2.7% | 2,641,471 | $404.7M |
| Ameriprise Financial Inc. | 0.11% | Add +65.2% | 2,648,557 | $399.3M |
| Sei Investments Co. | 0.51% | Add +0.5% | 2,573,109 | $394.2M |
| Prudential Financial Inc. | 0.55% | Reduce -9.8% | 2,505,601 | $383.9M |
| Duff & Phelps Investment Management Co. | 4.44% | Reduce -3.8% | 2,476,746 | $379.5M |
| HSBC Holdings PLC | 0.23% | Add +4.1% | 2,298,272 | $352.1M |
| Zimmer Partners, LP | 5.77% | Reduce -44.2% | 1,856,848 | $284.5M |
| California Public Employees Retirement System | 0.20% | Add +10.3% | 1,832,221 | $280.7M |
| Macquarie Group Ltd. | 0.35% | Reduce -1.8% | 1,819,966 | $278.8M |
| Voya Investment Management LLC | 0.36% | Add +27.8% | 1,773,947 | $271.4M |
| Swiss National Bank | 0.19% | Add +0.5% | 1,756,300 | $269.1M |
| Barclays PLC | 0.11% | Add +89.3% | 1,592,699 | $244.0M |
| Nordea Investment Management AB | 0.25% | Add +3.7% | 1,531,916 | $235.5M |
| National Pension Service | 0.23% | Add +9.1% | 1,531,823 | $234.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.21% | Add +13.3% | 1,519,109 | $232.7M |
| Aberdeen Group plc | 0.45% | Add +12.0% | 1,497,471 | $228.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.45% | Reduce -6.3% | 1,443,747 | $221.2M |
| APG Asset Management US Inc. | 1.68% | Add +6.2% | 1,420,826 | $219.0M |
| CANADA LIFE ASSURANCE Co | 0.38% | Add +15.2% | 1,405,362 | $215.6M |
| Aew Capital Management L P | 10.31% | Reduce -2.3% | 1,375,868 | $210.8M |
| Qube Research & Technologies Ltd | 0.33% | Add +21.7% | 1,367,708 | $209.5M |
| Schroder Investment Management Group | 0.21% | Add +0.5% | 1,356,305 | $207.8M |
| Baron Capital (BAMCO) | 0.59% | Add +14.8% | 1,322,247 | $202.6M |
| Rhumbline Advisers | 0.19% | Add +4.3% | 1,300,721 | $199.3M |
| Lasalle Investment Management Securities LLC | 8.72% | Reduce -9.7% | 1,300,615 | $199.3M |
| Alliancebernstein L.P. | 0.07% | Add +10.8% | 1,263,217 | $193.5M |
| Asset Management One Co., Ltd. | 0.63% | Add +4.2% | 1,191,416 | $182.5M |
| Nomura Asset Management Co. Ltd. | 0.56% | Add +7.2% | 1,183,898 | $181.4M |
| BNP Paribas Financial Markets | 0.14% | Reduce -3.3% | 1,182,474 | $181.2M |
| American Century Companies Inc. | 0.11% | Reduce -4.0% | 1,123,762 | $172.2M |
| Public Employees Retirement System of Ohio | 0.62% | Add +0.9% | 1,109,815 | $170.0M |
| Heitman Real Estate Securities LLC | 10.73% | Add +66.6% | 1,080,211 | $165.5M |
| Renaissance Technologies | 0.25% | Add +73.2% | 1,078,763 | $165.3M |
| Wells Fargo & Company | 0.04% | Add +0.1% | 1,043,797 | $159.9M |
| Pictet Asset Management Holding SA | 0.17% | Reduce -5.8% | 1,006,919 | $154.3M |
| California State Teachers Retirement System | 0.18% | Reduce -0.0% | 972,027 | $148.9M |
| Adelante Capital Management LLC | 11.17% | Reduce -17.7% | 963,730 | $147.7M |
| Castle Hook Partners LP | 3.78% | New | 938,174 | $143.7M |
| D. E. Shaw & Co. | 0.17% | Reduce -10.9% | 872,445 | $133.7M |
| Citigroup Inc. | 0.10% | Add +57.9% | 844,809 | $129.4M |
| Royal Bank of Canada | 0.03% | Reduce -3.2% | 784,212 | $120.1M |
| STRS Ohio | 0.50% | Reduce -0.5% | 773,141 | $118.5M |
| Marshall Wace, LLP | 0.16% | Add +2341.5% | 768,479 | $117.7M |
| New York State Common Retirement Fund | 0.17% | Reduce -0.6% | 762,265 | $116.8M |
| Citadel Advisors | 0.11% | Reduce -43.4% | 745,107 | $114.2M |
| Raymond James Financial Inc. | 0.04% | Add +0.6% | 722,928 | $110.8M |
| Acadian Asset Management LLC | 0.31% | Add +565.7% | 717,913 | $110.0M |
| National Bank of Canada | 0.12% | Add +49.3% | 694,889 | $106.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.30% | Add +26.8% | 690,785 | $105.8M |
| Korea Investment CORP | 0.26% | Add +43.3% | 687,680 | $105.4M |
| Allianz Asset Management GmbH | 0.15% | Reduce -43.9% | 677,156 | $103.7M |
| Neuberger Berman Group LLC | 0.09% | Add +23.3% | 676,272 | $103.6M |
| Cardano Risk Management B.V. | 1.60% | New | 658,763 | $100.9M |
| Zurich Insurance Group Ltd | 0.77% | New | 622,580 | $95.4M |
| Janus Henderson Group PLC | 0.05% | Add +5.5% | 610,502 | $93.6M |
| Swedbank AB | 0.12% | Reduce -5.5% | 600,180 | $92.0M |
| GRS Advisors, LLC | 9.38% | Add +1607.0% | 588,454 | $90.2M |
| State Board of Administration of Florida Retirement System | 0.18% | Add +2.5% | 580,297 | $88.9M |
| Capital Research Global Investors | 0.02% | Reduce -16.1% | 570,000 | $87.3M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.21% | Add +191.0% | 521,962 | $80.0M |
| Bank of Montreal | 0.04% | Reduce -17.6% | 515,217 | $78.9M |
| Adage Capital Partners Gp, L.L.C. | 0.14% | Reduce -21.3% | 505,606 | $77.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.20% | Add +25.1% | 503,922 | $77.2M |
| Storebrand Asset Management As | 0.24% | Reduce -1.9% | 488,017 | $74.8M |
| Retirement Systems of Alabama | 0.28% | Add +1.9% | 471,351 | $72.2M |
| AXA S.A. | 0.23% | Reduce -8.7% | 462,894 | $70.9M |
| New York State Teachers Retirement System | 0.16% | Add +0.8% | 460,774 | $70.6M |
"% of holder's portfolio" is WELL's weight in each manager's 13F, not the share of Welltower Inc. the manager owns.