WelltowerWELL
13F holders, Q4 2025 (December 31)1,437holders +102
128new positions
82sold out
10famous investors
$185.56avg. 13F price*
At the end of Q4 2025, 1,437 institutions reported holding Welltower Inc. (WELL) in their 13F filings, up 102 from Q3 2025. 128 opened new positions and 82 sold out. The largest holders were Vanguard Group Inc. ($17.2B), BlackRock, Inc. ($13.5B) and Capital International Investors ($8.8B). 10 famous investors held it, including Ron Baron (0.6% of Baron Capital (BAMCO)'s portfolio), David E. Shaw (0.2% 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 128 | $340.6M |
| Exits | 82 | $429.9M |
All 13F filers, Q3 2025 → Q4 2025: 40,459,742 shares bought and 19,707,949 shares sold, net +20,751,793 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,437 holders
| Vanguard Group Inc. | 0.25% | Add +2.9% | 92,421,471 | $17.2B |
| BlackRock, Inc. | 0.23% | Add +4.8% | 72,780,654 | $13.5B |
| Capital International Investors | 1.39% | Add +2.0% | 47,431,769 | $8.8B |
| State Street Corp. | 0.26% | Add +1.2% | 41,760,328 | $7.8B |
| Cohen & Steers, Inc. | 11.25% | Reduce -0.2% | 33,513,672 | $6.2B |
| Norges Bank | 0.58% | — | 29,450,268 | $5.5B |
| FMR LLC | 0.20% | Add +4.7% | 20,823,073 | $3.9B |
| Bank of America Corp. | 0.28% | Add +5.3% | 20,403,258 | $3.8B |
| Wellington Management Group LLP | 0.61% | Reduce -6.8% | 18,654,487 | $3.5B |
| Geode Capital Management, LLC | 0.19% | Add +4.8% | 17,007,371 | $3.2B |
| T. Rowe Price Associates Inc. | 0.34% | Add +11.5% | 16,826,035 | $3.1B |
| Capital World Investors | 0.27% | Add +153.0% | 10,744,520 | $2.0B |
| Principal Financial Group Inc. | 0.96% | Reduce -0.9% | 10,094,083 | $1.9B |
| Morgan Stanley | 0.11% | Add +4.9% | 10,067,111 | $1.9B |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1.52% | Add +28.5% | 9,223,095 | $1.7B |
| Northern Trust Corp. | 0.21% | Reduce -1.3% | 8,986,312 | $1.7B |
| JPMorgan Chase & Co. | 0.11% | Add +8.0% | 8,440,994 | $1.6B |
| Charles Schwab Investment Management Inc. | 0.24% | Add +5.3% | 8,405,589 | $1.6B |
| Dimensional Fund Advisors LP | 0.32% | Add +11.9% | 8,287,084 | $1.5B |
| Legal & General Group Plc | 0.30% | Add +8.7% | 7,307,319 | $1.4B |
| Invesco Ltd. | 0.12% | Reduce -1.3% | 6,916,027 | $1.3B |
| Deutsche Bank AG | 0.35% | Add +20.9% | 5,736,928 | $1.1B |
| Centersquare Investment Management LLC | 10.16% | Add +5.4% | 5,542,002 | $1.0B |
| Nuveen, LLC | 0.25% | Reduce -0.1% | 5,065,776 | $940.3M |
| Daiwa Securities Group Inc. | 2.70% | Reduce -8.8% | 4,477,906 | $831.1M |
| Goldman Sachs Group Inc. | 0.12% | Reduce -26.3% | 4,474,117 | $830.4M |
| Bank of New York Mellon Corp | 0.13% | Add +0.4% | 4,028,436 | $747.7M |
| Resolution Capital Ltd | 14.65% | Reduce -15.0% | 3,571,378 | $662.9M |
| Amundi | 0.20% | Reduce -15.6% | 3,500,893 | $649.8M |
| WCM Investment Management, LLC | 1.27% | Add +2217.2% | 3,281,537 | $616.9M |
| CBRE Investment Management Listed Real Assets LLC | 8.82% | Add +6.1% | 3,229,678 | $599.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.35% | Add +0.5% | 3,185,340 | $591.2M |
| Prudential Financial Inc. | 0.66% | Reduce -5.8% | 2,929,178 | $543.7M |
| HSBC Holdings PLC | 0.31% | Add +22.4% | 2,890,794 | $536.8M |
| Russell Investments Group, Ltd. | 0.55% | Reduce -19.7% | 2,713,841 | $504.0M |
| Ameriprise Financial Inc. | 0.11% | Reduce -2.0% | 2,715,378 | $495.8M |
| Duff & Phelps Investment Management Co. | 5.49% | Add +4.2% | 2,609,690 | $484.4M |
| Sei Investments Co. | 0.44% | Add +4.5% | 2,410,842 | $447.5M |
| PGGM Investments | 5.99% | Reduce -27.2% | 2,038,211 | $378.3M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.25% | Add +7.7% | 1,966,128 | $367.5M |
| Nordea Investment Management AB | 0.31% | Add +11.8% | 1,930,894 | $358.9M |
| National Pension Service | 0.26% | Add +13.4% | 1,918,528 | $356.1M |
| Swiss National Bank | 0.20% | Reduce -2.8% | 1,832,800 | $340.2M |
| UBS Group AG | 0.06% | Reduce -46.2% | 1,762,436 | $327.1M |
| Aberdeen Group plc | 0.49% | Reduce -0.2% | 1,720,000 | $319.2M |
| California Public Employees Retirement System | 0.18% | Reduce -0.5% | 1,662,173 | $308.5M |
| APG Asset Management US Inc. | 2.41% | Add +4.0% | 1,657,317 | $307.6M |
| Barclays PLC | 0.12% | Reduce -9.7% | 1,650,938 | $306.4M |
| Schroder Investment Management Group | 0.23% | Reduce -5.5% | 1,632,233 | $303.0M |
| CANADA LIFE ASSURANCE Co | 0.48% | Reduce -9.8% | 1,498,905 | $278.1M |
| American Century Companies Inc. | 0.13% | Add +10.0% | 1,374,551 | $255.1M |
| Voya Investment Management LLC | 0.28% | Reduce -9.3% | 1,352,389 | $250.3M |
| Rhumbline Advisers | 0.20% | Add +4.2% | 1,336,459 | $248.1M |
| Asset Management One Co., Ltd. | 0.68% | Add +2.3% | 1,295,970 | $245.7M |
| Alliancebernstein L.P. | 0.08% | Add +1.3% | 1,309,646 | $243.1M |
| Nomura Asset Management Co. Ltd. | 0.61% | Reduce -4.3% | 1,303,156 | $241.9M |
| Baron Capital (BAMCO) | 0.64% | Add +7.6% | 1,277,492 | $237.1M |
| Wells Fargo & Company | 0.05% | Add +12.8% | 1,264,878 | $234.8M |
| Castle Hook Partners LP | 3.33% | Reduce -3.9% | 1,249,056 | $231.8M |
| Public Employees Retirement System of Ohio | 0.71% | Add +0.4% | 1,218,219 | $226.1M |
| Nomura Asset Management International Inc. | 0.34% | — | 1,215,273 | $225.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.36% | Reduce -1.2% | 1,167,278 | $217.8M |
| Lasalle Investment Management Securities LLC | 8.48% | Reduce -4.4% | 1,140,399 | $211.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.45% | Add +42.0% | 1,128,958 | $209.5M |
| Zimmer Partners, LP | 5.46% | Add +0.9% | 1,116,725 | $207.3M |
| Citigroup Inc. | 0.14% | Add +73.2% | 1,091,922 | $202.7M |
| D. E. Shaw & Co. | 0.16% | Reduce -39.1% | 1,089,624 | $202.2M |
| BNP Paribas Financial Markets | 0.13% | Add +36.3% | 1,081,882 | $200.8M |
| KBC Group NV | 0.45% | Add +10.2% | 1,065,357 | $197.7M |
| California State Teachers Retirement System | 0.19% | Add +0.7% | 1,042,366 | $193.5M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.22% | Add +384.2% | 1,032,264 | $191.7M |
| Adelante Capital Management LLC | 12.58% | Add +2.7% | 1,005,930 | $186.7M |
| Royal Bank of Canada | 0.03% | Add +23.4% | 1,004,255 | $186.4M |
| Aew Capital Management L P | 13.07% | Reduce -19.2% | 973,236 | $180.6M |
| Cardano Risk Management B.V. | 1.78% | Add +5.5% | 951,354 | $176.6M |
| TD Asset Management Inc | 0.14% | Add +289.2% | 932,124 | $173.0M |
| Raymond James Financial Inc. | 0.05% | Add +14.1% | 920,371 | $170.8M |
| Canada Pension Plan Investment Board | 0.11% | Add +94.4% | 916,022 | $170.0M |
| Heitman Real Estate Securities LLC | 11.66% | Reduce -8.8% | 892,711 | $165.7M |
| Pictet Asset Management Holding SA | 0.15% | Add +7.3% | 850,826 | $157.9M |
| Allianz Asset Management GmbH | 0.18% | Reduce -0.5% | 827,076 | $153.5M |
| Natixis Advisors, LLC | 0.21% | Add +17.2% | 791,122 | $146.8M |
| Storebrand Asset Management As | 0.39% | Add +14.5% | 778,696 | $144.5M |
| New York State Common Retirement Fund | 0.19% | Reduce -0.9% | 760,528 | $141.2M |
| Congress Asset Management Co. | 0.98% | Add +28.0% | 753,330 | $139.8M |
| Capital International, Inc. | 1.09% | Add +8.8% | 744,277 | $138.1M |
| Macquarie Group Ltd. | 0.59% | Reduce -57.4% | 720,895 | $133.8M |
| STRS Ohio | 0.50% | Add +3.5% | 720,324 | $133.7M |
| Janus Henderson Group PLC | 0.06% | Add +7.4% | 688,968 | $127.8M |
| Envestnet Asset Management Inc. | 0.04% | Add +36.7% | 680,683 | $126.3M |
| Swedbank AB | 0.12% | Reduce -2.6% | 677,186 | $125.7M |
| Qube Research & Technologies Ltd | 0.18% | Reduce -63.4% | 665,830 | $123.6M |
| Neuberger Berman Group LLC | 0.09% | Reduce -7.1% | 652,174 | $121.1M |
| Korea Investment CORP | 0.23% | Reduce -19.9% | 640,808 | $118.9M |
| Los Angeles Capital Management LLC | 0.40% | Add +250.0% | 643,574 | $116.4M |
| State Board of Administration of Florida Retirement System | 0.19% | Add +1.7% | 591,681 | $109.8M |
| Aviva PLC | 0.17% | Add +5.6% | 548,820 | $101.9M |
| Bank of Montreal | 0.04% | Add +7.4% | 541,541 | $100.5M |
| Retirement Systems of Alabama | 0.32% | Add +6.7% | 529,557 | $98.3M |
| Apollo Management Holdings, L.P. | 1.12% | New | 514,660 | $95.5M |
"% of holder's portfolio" is WELL's weight in each manager's 13F, not the share of Welltower Inc. the manager owns.