WelltowerWELL
13F holders, Q3 2025 (September 30)1,335holders +69
158new positions
82sold out
10famous investors
$178.06avg. 13F price*
At the end of Q3 2025, 1,335 institutions reported holding Welltower Inc. (WELL) in their 13F filings, up 69 from Q2 2025. 158 opened new positions and 82 sold out. The largest holders were Vanguard Group Inc. ($16.0B), BlackRock, Inc. ($12.4B) and Capital International Investors ($8.3B). 10 famous investors held it, including Ron Baron (0.6% of Baron Capital (BAMCO)'s portfolio), David E. Shaw (0.3% of D. E. Shaw & Co.'s portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management'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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 158 | $367.8M |
| Exits | 82 | $497.3M |
All 13F filers, Q2 2025 → Q3 2025: 35,126,712 shares bought and 26,278,888 shares sold, net +8,847,824 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,335 holders
| Vanguard Group Inc. | 0.24% | Add +4.7% | 89,778,383 | $16.0B |
| BlackRock, Inc. | 0.22% | Add +4.3% | 69,415,091 | $12.4B |
| Capital International Investors | 1.34% | Add +4.1% | 46,516,255 | $8.3B |
| State Street Corp. | 0.26% | Add +4.1% | 41,253,954 | $7.3B |
| Cohen & Steers, Inc. | 10.79% | Reduce -4.6% | 33,569,335 | $6.0B |
| Wellington Management Group LLP | 0.63% | Reduce -0.8% | 20,017,966 | $3.6B |
| FMR LLC | 0.18% | Add +8.6% | 19,893,923 | $3.5B |
| Bank of America Corp. | 0.26% | Add +1.9% | 19,378,590 | $3.5B |
| Geode Capital Management, LLC | 0.18% | Add +8.1% | 16,232,679 | $2.9B |
| T. Rowe Price Associates Inc. | 0.29% | Add +24.1% | 15,091,113 | $2.7B |
| Principal Financial Group Inc. | 0.92% | Reduce -2.4% | 10,184,059 | $1.8B |
| Morgan Stanley | 0.10% | Add +8.9% | 9,594,841 | $1.7B |
| Northern Trust Corp. | 0.21% | Add +3.2% | 9,106,068 | $1.6B |
| Charles Schwab Investment Management Inc. | 0.23% | Add +8.9% | 7,983,552 | $1.4B |
| JPMorgan Chase & Co. | 0.09% | Reduce -1.1% | 7,814,683 | $1.4B |
| Dimensional Fund Advisors LP | 0.28% | Add +2.9% | 7,408,170 | $1.3B |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1.16% | Add +11.9% | 7,179,739 | $1.3B |
| Invesco Ltd. | 0.20% | Reduce -4.0% | 7,006,045 | $1.2B |
| Legal & General Group Plc | 0.27% | Reduce -7.9% | 6,720,996 | $1.2B |
| Goldman Sachs Group Inc. | 0.16% | Reduce -1.0% | 6,068,437 | $1.1B |
| Centersquare Investment Management LLC | 9.41% | Add +5.2% | 5,257,190 | $936.5M |
| Nuveen, LLC | 0.24% | Reduce -1.0% | 5,073,261 | $903.8M |
| Daiwa Securities Group Inc. | 2.96% | Reduce -8.3% | 4,907,438 | $874.2M |
| Deutsche Bank AG | 0.28% | Add +1.0% | 4,746,752 | $845.6M |
| Capital World Investors | 0.10% | Add +167.2% | 4,247,262 | $756.6M |
| Resolution Capital Ltd | 14.57% | Reduce -17.3% | 4,203,084 | $748.7M |
| Amundi | 0.23% | Add +2.0% | 4,146,455 | $722.1M |
| Bank of New York Mellon Corp | 0.13% | Reduce -0.1% | 4,012,933 | $714.9M |
| Russell Investments Group, Ltd. | 0.69% | Reduce -0.1% | 3,381,466 | $602.3M |
| UBS Group AG | 0.11% | Add +56.5% | 3,278,121 | $584.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.32% | Reduce -3.1% | 3,169,190 | $564.6M |
| Prudential Financial Inc. | 0.66% | Add +12.0% | 3,107,906 | $553.6M |
| CBRE Investment Management Listed Real Assets LLC | 7.75% | Reduce -7.0% | 3,043,945 | $542.2M |
| PGGM Investments | 8.07% | Add +5.2% | 2,800,752 | $498.9M |
| Ameriprise Financial Inc. | 0.11% | Reduce -3.0% | 2,772,247 | $485.9M |
| Duff & Phelps Investment Management Co. | 5.06% | Reduce -0.2% | 2,504,032 | $446.1M |
| HSBC Holdings PLC | 0.25% | Add +12.0% | 2,361,289 | $420.6M |
| Sei Investments Co. | 0.44% | Reduce -8.6% | 2,306,626 | $410.9M |
| Swiss National Bank | 0.19% | Reduce -4.0% | 1,885,100 | $335.8M |
| Barclays PLC | 0.12% | Add +13.0% | 1,829,171 | $325.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.23% | Add +10.3% | 1,826,357 | $325.3M |
| Qube Research & Technologies Ltd | 0.46% | Reduce -26.3% | 1,816,902 | $323.7M |
| D. E. Shaw & Co. | 0.28% | Add +67.4% | 1,788,691 | $318.6M |
| Schroder Investment Management Group | 0.24% | Add +12.8% | 1,727,539 | $307.7M |
| Nordea Investment Management AB | 0.27% | Add +7.7% | 1,726,577 | $307.1M |
| Aberdeen Group plc | 0.49% | Add +9.2% | 1,724,132 | $306.9M |
| National Pension Service | 0.23% | Add +2.1% | 1,691,931 | $301.4M |
| Macquarie Group Ltd. | 0.35% | Reduce -3.6% | 1,690,158 | $301.1M |
| California Public Employees Retirement System | 0.18% | Reduce -4.5% | 1,671,245 | $297.7M |
| CANADA LIFE ASSURANCE Co | 0.42% | Add +12.5% | 1,662,244 | $292.9M |
| APG Asset Management US Inc. | 2.11% | Add +4.7% | 1,592,764 | $285.7M |
| Voya Investment Management LLC | 0.30% | Reduce -9.3% | 1,491,723 | $264.8M |
| Nomura Asset Management Co. Ltd. | 0.63% | Add +7.9% | 1,361,155 | $242.5M |
| Castle Hook Partners LP | 3.51% | Add +17.8% | 1,299,901 | $231.6M |
| Alliancebernstein L.P. | 0.07% | Add +0.2% | 1,292,726 | $230.3M |
| Rhumbline Advisers | 0.18% | Reduce -1.4% | 1,282,552 | $228.5M |
| Asset Management One Co., Ltd. | 0.65% | Add +5.3% | 1,267,076 | $225.7M |
| American Century Companies Inc. | 0.11% | Add +17.2% | 1,249,320 | $222.6M |
| Public Employees Retirement System of Ohio | 0.69% | Add +5.3% | 1,212,897 | $216.1M |
| Aew Capital Management L P | 11.96% | Reduce -6.1% | 1,205,060 | $214.7M |
| Lasalle Investment Management Securities LLC | 8.35% | Reduce -16.1% | 1,193,287 | $212.6M |
| Baron Capital (BAMCO) | 0.56% | Reduce -3.4% | 1,186,934 | $211.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.36% | Reduce -16.4% | 1,181,037 | $210.4M |
| Wells Fargo & Company | 0.04% | Reduce -11.8% | 1,120,820 | $199.7M |
| Zimmer Partners, LP | 4.82% | Reduce -11.3% | 1,106,245 | $197.1M |
| California State Teachers Retirement System | 0.19% | Add +1.6% | 1,035,064 | $184.4M |
| Adelante Capital Management LLC | 11.67% | Reduce -0.2% | 979,382 | $174.5M |
| Heitman Real Estate Securities LLC | 11.91% | Reduce -3.1% | 978,558 | $174.3M |
| KBC Group NV | 0.41% | Add +13.8% | 966,478 | $172.2M |
| Cardano Risk Management B.V. | 1.71% | Add +7.7% | 901,524 | $160.6M |
| AQR Capital Management | 0.10% | Add +95.5% | 853,470 | $151.1M |
| Allianz Asset Management GmbH | 0.18% | Add +7.8% | 831,288 | $148.1M |
| Royal Bank of Canada | 0.03% | Add +7.0% | 813,501 | $144.9M |
| Raymond James Financial Inc. | 0.05% | Add +4.1% | 806,763 | $143.7M |
| Korea Investment CORP | 0.29% | Add +5.7% | 800,474 | $142.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.33% | Reduce -5.2% | 795,030 | $141.6M |
| BNP Paribas Financial Markets | 0.11% | Add +49.4% | 793,961 | $141.4M |
| Pictet Asset Management Holding SA | 0.14% | Reduce -11.8% | 793,079 | $141.3M |
| New York State Common Retirement Fund | 0.18% | Reduce -3.4% | 767,265 | $136.7M |
| 1832 Asset Management L.P. | 0.21% | Add +231.1% | 705,987 | $125.8M |
| Neuberger Berman Group LLC | 0.09% | Reduce -9.8% | 702,043 | $125.1M |
| STRS Ohio | 0.45% | Reduce -9.5% | 696,058 | $124.0M |
| Swedbank AB | 0.13% | Add +4.3% | 695,051 | $123.8M |
| Capital International, Inc. | 0.98% | Add +29.5% | 684,101 | $121.9M |
| Storebrand Asset Management As | 0.32% | Add +22.0% | 680,177 | $121.2M |
| Natixis Advisors, LLC | 0.18% | Add +3.4% | 675,273 | $120.3M |
| Janus Henderson Group PLC | 0.05% | Add +12.9% | 641,540 | $114.2M |
| Citigroup Inc. | 0.08% | Reduce -24.2% | 630,535 | $112.3M |
| Adage Capital Partners Gp, L.L.C. | 0.17% | Add +6.9% | 608,206 | $108.3M |
| Congress Asset Management Co. | 0.70% | Add +1.7% | 588,622 | $104.9M |
| State Board of Administration of Florida Retirement System | 0.18% | Reduce -2.0% | 581,633 | $103.6M |
| Alyeska Investment Group, L.P. | 0.30% | New | 551,331 | $98.2M |
| Aviva PLC | 0.17% | Add +7.1% | 519,554 | $92.6M |
| Bank of Montreal | 0.04% | Add +18.4% | 504,048 | $89.8M |
| AXA Investment Managers S.A. | 0.24% | — | 501,821 | $89.4M |
| Mitsubishi UFJ Trust & Banking Corp | 0.20% | Reduce -0.6% | 500,081 | $89.1M |
| Envestnet Asset Management Inc. | 0.03% | Add +0.4% | 498,016 | $88.7M |
| Retirement Systems of Alabama | 0.29% | Add +1.9% | 496,286 | $88.4M |
| State of New Jersey Common Pension Fund D | 0.32% | Add +3.5% | 484,908 | $86.4M |
| Canada Pension Plan Investment Board | 0.06% | Add +17.8% | 471,235 | $83.9M |
"% of holder's portfolio" is WELL's weight in each manager's 13F, not the share of Welltower Inc. the manager owns.