WelltowerWELL
13F holders, Q2 2025 (June 30)1,266holders +30
112new positions
79sold out
10famous investors
$153.61avg. 13F price*
At the end of Q2 2025, 1,266 institutions reported holding Welltower Inc. (WELL) in their 13F filings, up 30 from Q1 2025. 112 opened new positions and 79 sold out. The largest holders were Vanguard Group Inc. ($13.2B), BlackRock, Inc. ($10.2B) and Capital International Investors ($6.9B). 10 famous investors held it, including Ron Baron (0.5% of Baron Capital (BAMCO)'s portfolio), David E. Shaw (0.2% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.1% of Citadel Advisors'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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 112 | $618.0M |
| Exits | 79 | $203.1M |
All 13F filers, Q1 2025 → Q2 2025: 32,703,997 shares bought and 21,036,864 shares sold, net +11,667,133 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,266 holders
| Vanguard Group Inc. | 0.21% | Reduce -7.2% | 85,786,487 | $13.2B |
| BlackRock, Inc. | 0.20% | Add +1.4% | 66,550,890 | $10.2B |
| Capital International Investors | 1.19% | Add +4.9% | 44,673,321 | $6.9B |
| State Street Corp. | 0.23% | Add +4.6% | 39,616,289 | $6.1B |
| Cohen & Steers, Inc. | 9.92% | Reduce -1.8% | 35,174,884 | $5.4B |
| Norges Bank | 0.61% | Add +1.9% | 31,897,184 | $4.9B |
| Wellington Management Group LLP | 0.56% | Reduce -5.3% | 20,168,974 | $3.1B |
| Bank of America Corp. | 0.24% | Reduce -6.7% | 19,011,127 | $2.9B |
| FMR LLC | 0.16% | Add +4.5% | 18,323,524 | $2.8B |
| Geode Capital Management, LLC | 0.16% | Add +5.1% | 15,012,454 | $2.3B |
| T. Rowe Price Associates Inc. | 0.21% | Add +36.3% | 12,161,079 | $1.9B |
| Principal Financial Group Inc. | 0.85% | Reduce -9.0% | 10,433,664 | $1.6B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.30% | Add +18.7% | 9,693,143 | $1.5B |
| Northern Trust Corp. | 0.19% | Add +4.2% | 8,823,187 | $1.4B |
| Morgan Stanley | 0.09% | Reduce -4.0% | 8,812,695 | $1.4B |
| JPMorgan Chase & Co. | 0.08% | Add +1.9% | 7,898,391 | $1.2B |
| Charles Schwab Investment Management Inc. | 0.19% | Add +5.4% | 7,329,291 | $1.1B |
| Legal & General Group Plc | 0.28% | Add +4.1% | 7,297,309 | $1.1B |
| Invesco Ltd. | 0.19% | Add +2.9% | 7,295,596 | $1.1B |
| Dimensional Fund Advisors LP | 0.26% | Reduce -0.7% | 7,197,606 | $1.1B |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1.03% | Add +1.4% | 6,416,565 | $986.4M |
| Goldman Sachs Group Inc. | 0.15% | Add +29.6% | 6,130,834 | $942.5M |
| Daiwa Securities Group Inc. | 3.05% | Reduce -1.6% | 5,351,531 | $822.7M |
| Nuveen, LLC | 0.22% | Add +3.0% | 5,122,386 | $787.5M |
| Resolution Capital Ltd | 15.50% | Add +3.6% | 5,084,628 | $781.7M |
| Centersquare Investment Management LLC | 7.97% | Add +0.7% | 4,998,210 | $768.4M |
| Deutsche Bank AG | 0.27% | Reduce -8.3% | 4,699,009 | $722.4M |
| Bank of New York Mellon Corp | 0.12% | Add +3.2% | 4,015,959 | $617.4M |
| Amundi | 0.21% | Add +7.0% | 4,064,420 | $612.5M |
| Russell Investments Group, Ltd. | 0.67% | Reduce -3.1% | 3,385,227 | $520.3M |
| CBRE Investment Management Listed Real Assets LLC | 7.68% | Add +8.6% | 3,271,471 | $502.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.31% | Add +5.2% | 3,270,331 | $502.7M |
| Ameriprise Financial Inc. | 0.11% | Add +7.9% | 2,858,277 | $434.6M |
| Prudential Financial Inc. | 0.55% | Add +10.7% | 2,774,330 | $426.5M |
| PGGM Investments | 7.10% | Add +0.8% | 2,662,087 | $409.2M |
| Sei Investments Co. | 0.45% | Reduce -1.9% | 2,524,323 | $388.1M |
| Duff & Phelps Investment Management Co. | 4.53% | Add +1.3% | 2,509,637 | $385.8M |
| Qube Research & Technologies Ltd | 0.53% | Add +80.3% | 2,465,874 | $379.1M |
| HSBC Holdings PLC | 0.21% | Reduce -8.2% | 2,109,005 | $323.6M |
| UBS Group AG | 0.07% | Reduce -24.0% | 2,095,044 | $322.1M |
| Swiss National Bank | 0.18% | Add +11.8% | 1,962,900 | $301.8M |
| Macquarie Group Ltd. | 0.33% | Reduce -3.6% | 1,754,158 | $269.7M |
| California Public Employees Retirement System | 0.17% | Reduce -4.5% | 1,749,978 | $269.0M |
| National Pension Service | 0.22% | Add +8.2% | 1,657,399 | $254.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.20% | Add +9.0% | 1,655,153 | $254.4M |
| Voya Investment Management LLC | 0.29% | Reduce -7.3% | 1,644,953 | $252.1M |
| Barclays PLC | 0.10% | Add +1.7% | 1,619,105 | $248.9M |
| Capital World Investors | 0.04% | New | 1,589,496 | $244.4M |
| Nordea Investment Management AB | 0.23% | Add +4.6% | 1,602,490 | $242.6M |
| Aberdeen Group plc | 0.41% | Add +5.5% | 1,579,011 | $239.4M |
| Schroder Investment Management Group | 0.20% | Add +12.9% | 1,530,884 | $235.3M |
| APG Asset Management US Inc. | 1.73% | Add +7.1% | 1,521,684 | $230.7M |
| CANADA LIFE ASSURANCE Co | 0.36% | Add +5.2% | 1,477,832 | $227.2M |
| Lasalle Investment Management Securities LLC | 8.95% | Add +9.4% | 1,422,499 | $218.7M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.39% | Reduce -2.2% | 1,412,431 | $217.1M |
| Rhumbline Advisers | 0.17% | Reduce -0.0% | 1,300,515 | $199.9M |
| Alliancebernstein L.P. | 0.06% | Add +2.1% | 1,290,141 | $198.3M |
| Aew Capital Management L P | 10.38% | Reduce -6.7% | 1,283,280 | $197.3M |
| Wells Fargo & Company | 0.04% | Add +21.8% | 1,271,511 | $195.5M |
| Nomura Asset Management Co. Ltd. | 0.53% | Add +6.6% | 1,261,839 | $194.0M |
| Zimmer Partners, LP | 4.39% | Reduce -32.8% | 1,247,745 | $191.8M |
| Balyasny Asset Management L.P. | 0.44% | Add +241.5% | 1,241,145 | $190.8M |
| Baron Capital (BAMCO) | 0.51% | Reduce -7.1% | 1,228,446 | $188.8M |
| Asset Management One Co., Ltd. | 0.58% | Add +1.0% | 1,203,786 | $185.1M |
| Public Employees Retirement System of Ohio | 0.60% | Add +3.8% | 1,152,310 | $177.1M |
| Castle Hook Partners LP | 2.50% | Add +17.7% | 1,103,885 | $169.7M |
| D. E. Shaw & Co. | 0.17% | Add +22.5% | 1,068,586 | $164.3M |
| American Century Companies Inc. | 0.09% | Reduce -5.2% | 1,065,768 | $163.8M |
| California State Teachers Retirement System | 0.17% | Add +4.8% | 1,018,677 | $156.6M |
| Heitman Real Estate Securities LLC | 11.01% | Reduce -6.5% | 1,010,293 | $155.3M |
| Adelante Capital Management LLC | 11.11% | Add +1.9% | 981,590 | $150.9M |
| Citadel Advisors | 0.13% | Add +29.7% | 966,370 | $148.6M |
| Pictet Asset Management Holding SA | 0.14% | Reduce -10.8% | 898,706 | $138.2M |
| KBC Group NV | 0.35% | Add +91.8% | 848,919 | $130.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.32% | Add +21.4% | 838,668 | $128.9M |
| Cardano Risk Management B.V. | 1.65% | Add +27.1% | 837,165 | $128.7M |
| Citigroup Inc. | 0.09% | Reduce -1.6% | 831,543 | $127.8M |
| New York State Common Retirement Fund | 0.16% | Add +4.2% | 794,065 | $122.1M |
| Neuberger Berman Group LLC | 0.09% | Add +15.1% | 778,419 | $119.7M |
| Raymond James Financial Inc. | 0.04% | Add +7.2% | 774,904 | $119.1M |
| Allianz Asset Management GmbH | 0.16% | Add +13.9% | 771,298 | $118.6M |
| STRS Ohio | 0.44% | Reduce -0.5% | 769,418 | $118.3M |
| Royal Bank of Canada | 0.02% | Reduce -3.0% | 760,584 | $116.9M |
| Korea Investment CORP | 0.26% | Add +10.1% | 757,405 | $116.4M |
| HRT Financial LP | 0.48% | Add +327.7% | 712,929 | $109.6M |
| Susquehanna International Group, LLP | 0.16% | Add +310.3% | 689,880 | $106.1M |
| Swedbank AB | 0.12% | Add +11.0% | 666,219 | $102.4M |
| Natixis Advisors, LLC | 0.16% | Add +53.4% | 653,387 | $100.4M |
| National Bank of Canada | 0.11% | Reduce -7.2% | 644,568 | $99.1M |
| State Board of Administration of Florida Retirement System | 0.16% | Add +2.3% | 593,712 | $91.3M |
| Congress Asset Management Co. | 0.61% | New | 578,845 | $89.0M |
| Adage Capital Partners Gp, L.L.C. | 0.15% | Add +12.5% | 569,006 | $87.5M |
| Janus Henderson Group PLC | 0.04% | Reduce -6.9% | 568,222 | $87.3M |
| Storebrand Asset Management As | 0.25% | Add +14.3% | 557,687 | $85.7M |
| AXA S.A. | 0.24% | Add +15.6% | 535,170 | $82.3M |
| BNP Paribas Financial Markets | 0.06% | Reduce -55.0% | 531,578 | $81.7M |
| Capital International, Inc. | 0.79% | Add +30.8% | 528,094 | $81.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.18% | Reduce -0.2% | 502,837 | $77.3M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.19% | Reduce -4.5% | 498,580 | $76.6M |
| Envestnet Asset Management Inc. | 0.02% | Add +8.1% | 496,073 | $76.3M |
"% of holder's portfolio" is WELL's weight in each manager's 13F, not the share of Welltower Inc. the manager owns.