Stocklore

Welltower Inc. (WELL)

REITs · US stock

What changed in recent filings

  • Institutions — 5 new13F · as of end of 2026 Q2

What changed in recent SEC filings — factual, not a buy/sell recommendation.

Institutions holding Welltower Inc.

How many of the institutions we track reported holding this stock, quarter by quarter.

max 5
2019 Q1 · 12019 Q2 · 12019 Q3 · 12019 Q4 · 22020 Q1 · 02020 Q2 · 12020 Q3 · 22020 Q4 · 12021 Q1 · 02021 Q2 · 12021 Q3 · 12021 Q4 · 22022 Q1 · 22022 Q2 · 22022 Q3 · 22022 Q4 · 22023 Q1 · 12023 Q2 · 12023 Q3 · 12023 Q4 · 12024 Q1 · 22024 Q2 · 22024 Q3 · 22024 Q4 · 12025 Q1 · 12025 Q2 · 22025 Q3 · 12025 Q4 · 22026 Q1 · 02026 Q2 · 5
19 Q122 Q326 Q2

2019 Q1: 1 → 2026 Q2: 5 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold Welltower Inc.

Institutions we track that reported holding this stock in their most recent 13F.

  • Moore Capital ManagementNew this quarter0.30% of portfolio · since 2026 Q2
  • National Pension Service (Korea)0.29% of portfolio · held as of 2026 Q2 or earlier
  • Caisse de depot (Quebec)under 0.01% of portfolio · held as of 2026 Q2 or earlier
  • Capital World Investors0.54% of portfolio · held as of 2026 Q2 or earlier
  • PRIMECAP Management0.05% of portfolio · held as of 2026 Q2 or earlier

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Company overview

Welltower owns a diversified healthcare portfolio of 2,800 in-place properties spread across the senior housing, medical office, and skilled nursing/postacute care sectors. The portfolio includes over 900 properties in Canada and the United Kingdom as the company looks for additional investment opportunities in countries with mature healthcare systems that operate similarly to that of the United States.

What is the REITs sector?

Real estate investment trusts. Rate-sensitive, with high dividend yields.

Welltower Inc. is classified under the REITs sector. See peers below.

ETFs holding Welltower Inc.

Per SEC N-PORT · 2026-06-30 · by weight · factual

XLREState Street(R) Real Estate Select Sector SPDR(R) ETF
11.01%
JEPIJPMorgan Equity Premium Income ETF
0.61%
VUGVANGUARD GROWTH INDEX FUND
0.46%
SPY
0.25%
VOOVANGUARD 500 INDEX FUND
0.25%
IVViShares Core S&P 500 ETF
0.25%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.22%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.22%
RSPInvesco S&P 500 Equal Weight ETF
0.20%

WELL on Stocklore

  • Revenue by segmentsegment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdingsholdings and weight changes of major institutions (45-day delay)
  • Sector-relative metricsValuation and growth compared with the REITs average
See full WELL analysis →

Peers · REITs

WELL FAQ

What is Welltower Inc. (WELL)?

Welltower owns a diversified healthcare portfolio of 2,800 in-place properties spread across the senior housing, medical office, and skilled nursing/postacute care sectors. The portfolio includes over 900 properties in Canada and the United Kingdom as the company looks for additional investment opportunities in countries with mature healthcare systems that operate similarly to that of the United States.

What sector is Welltower Inc. in?

Welltower Inc. is classified under REITs. Real estate investment trusts. Rate-sensitive, with high dividend yields.

Where can I analyze Welltower Inc. (WELL) stock?

On Stocklore you can see WELL's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

Stocklore · CEO Lee Seung-jae · Business reg. no. 764-36-01607 · E-commerce permit 2026-Jeonju Wansan-0476 · Tel +82-70-7954-4939 · S120, Rm 302, 3F, 21 Jungsanjungang-ro, Wansan-gu, Jeonju, Jeonbuk, Korea