WELLTOWER INC (WELL)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
Institutions report 714,810,759 shares against 720,744,951 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $17.7B | 78,049,214 | 0.26% | 8q | +5.5%+$918.2M |
| VANGUARD CAPITAL MANAGEMENT LLC | $10.5B | 46,118,974 | 0.22% | 2q | +1.7%+$174.0M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $9.9B | 43,449,568 | 0.44% | 2q | +3.8%+$360.1M |
| STATE STREET CORP | $9.6B | 42,138,810 | 0.28% | 31q | +1.4%+$131.2M |
| Capital International Investors | $9.0B | 39,500,055 | 1.85% | 15q | +10.3%+$835.9M |
| COHEN & STEERS, INC. | $8.4B | 36,821,274 | 13.22% | 31q | +2.7%+$221.5M |
| Capital World Investors | $4.5B | 20,028,842 | 0.54% | 5q | +57.4%+$1.7B |
| BANK OF AMERICA CORP /DE/ | $4.4B | 19,496,361 | 0.29% | 31q | -10.4%-$511.6M |
| FMR LLC | $4.4B | 19,451,466 | 0.19% | 31q | -12.3%-$618.4M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $4.2B | 18,490,213 | 0.42% | 31q | +7.4%+$289.2M |
| NORGES BANK | $4.1B | 18,146,984 | 0.41% | 32q | -38.4%-$2.6B |
| GEODE CAPITAL MANAGEMENT, LLC | $4.0B | 17,685,516 | 0.21% | 31q | HELD |
| WELLINGTON MANAGEMENT GROUP LLP | $3.4B | 15,179,324 | 0.59% | 22q | -10.4%-$401.9M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $2.4B | 10,624,243 | 1.85% | 10q | +21.2%+$421.1M |
| PRINCIPAL FINANCIAL GROUP INC | $2.2B | 9,814,621 | 1.09% | 31q | +2.2%+$47.2M |
| MORGAN STANLEY | $2.2B | 9,762,078 | 0.12% | 35q | +7.9%+$162.4M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $2.1B | 9,394,281 | 0.28% | 31q | +6.4%+$128.2M |
| NORTHERN TRUST CORP | $2.1B | 9,292,543 | 0.25% | 31q | +3.3%+$66.4M |
| GOLDMAN SACHS GROUP INC | $2.0B incl. $190.4M options CALL+PUT | 8,135,502 | 0.18% | 31q | +20.8%+$350.9M |
| JPMORGAN CHASE & CO | $2.0B incl. $7.3M options CALL+PUT | 8,588,951 | 0.11% | 31q | -0.9%-$17.8M |
| DIMENSIONAL FUND ADVISORS LP | $1.9B | 8,479,319 | 0.35% | 31q | +1.6%+$30.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1.8B | 7,948,735 | 0.33% | 31q | -2.7%-$50.4M |
| Legal & General Group Plc | $1.6B | 7,046,531 | 0.33% | 31q | -2.7%-$43.7M |
| Capital Research Global Investors | $1.6B | 6,889,084 | 0.22% | 9q | +5.4%+$80.4M |
| Invesco Ltd. | $1.5B | 6,569,461 | 0.12% | 31q | -1.0%-$14.7M |
| PeakShares LLC | $1.4B | 6,007,000 | 1.01% | new | NEW |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | $1.3B | 5,640,625 | 10.93% | 30q | +7.6%+$90.3M |
| Amundi | $1.2B | 5,339,664 | 0.29% | 21q | +60.3%+$455.9M |
| DEUTSCHE BANK AG\ | $1.1B | 4,975,818 | 0.33% | 34q | -3.3%-$38.3M |
| Nuveen, LLC | $1.0B | 4,521,315 | 0.24% | 6q | -16.9%-$209.0M |
| JANE STREET GROUP, LLC | $980.8M CALL+PUT | options only | 0.08% | 31q | OPTIONS |
| Daiwa Securities Group Inc. | $925.3M | 4,076,713 | 1.81% | 31q | -4.8%-$47.0M |
| Bank of New York Mellon Corp | $919.4M | 4,050,681 | 0.15% | 31q | +2.0%+$17.7M |
| VANGUARD FIDUCIARY TRUST CO | $899.7M | 3,964,041 | 0.20% | 2q | +1.0%+$8.5M |
| AMERIPRISE FINANCIAL INC | $798.2M | 3,558,695 | 0.16% | 31q | HELD |
| Resolution Capital Ltd | $766.6M | 3,377,659 | 14.10% | 22q | -6.3%-$51.8M |
| WCM INVESTMENT MANAGEMENT, LLC | $762.2M | 3,346,803 | 1.38% | 5q | +2.8%+$20.5M |
| HSBC HOLDINGS PLC | $759.9M incl. $5.0M options PUT | 3,321,976 | 0.32% | 31q | +2.8%+$20.8M |
| Sumitomo Mitsui Trust Group, Inc. | $715.1M | 3,150,763 | 0.41% | 31q | -0.8%-$6.1M |
| PRUDENTIAL FINANCIAL INC | $688.1M | 3,031,698 | 0.75% | 34q | HELD |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | $686.5M | 3,024,718 | 6.48% | 9q | +14.9%+$89.0M |
| Russell Investments Group, Ltd. | $647.7M | 2,853,498 | 0.57% | 31q | -0.6%-$3.6M |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | $645.4M | 2,843,632 | 8.98% | 31q | -5.4%-$37.0M |
| SEI INVESTMENTS CO | $583.7M | 2,571,718 | 0.51% | 31q | -3.3%-$19.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $529.8M | 2,334,400 | 0.29% | 31q | +9.2%+$44.7M |
| CANADA PENSION PLAN INVESTMENT BOARD | $528.4M | 2,328,059 | 0.29% | 31q | +14.9%+$68.3M |
| NORDEA INVESTMENT MANAGEMENT AB | $479.7M | 2,099,648 | 0.39% | 31q | +3.4%+$15.8M |
| National Pension Service | $457.4M | 2,015,067 | 0.29% | 31q | +3.2%+$14.1M |
| Swiss National Bank | $451.0M | 1,987,000 | 0.24% | 31q | -1.4%-$6.2M |
| Aberdeen Group plc | $399.7M | 1,760,904 | 0.56% | 31q | +4.5%+$17.1M |
| APG Asset Management US Inc. | $389.6M | 1,692,393 | 2.73% | 14q | HELD |
| CANADA LIFE ASSURANCE Co | $371.6M | 1,639,804 | 0.59% | 31q | +7.0%+$24.3M |
| UBS Group AG | $362.3M | 1,596,229 | 0.05% | 31q | -35.2%-$197.1M |
| WELLS FARGO & COMPANY/MN | $353.5M | 1,557,561 | 0.06% | 31q | +6.5%+$21.5M |
| California Public Employees Retirement System | $352.3M | 1,551,984 | 0.20% | 31q | +9.3%+$29.9M |
| Vanguard Global Advisers, LLC | $345.7M | 1,522,908 | 0.16% | 2q | HELD |
| ALLIANCEBERNSTEIN L.P. | $341.7M | 1,728,289 | 0.11% | 31q | -15.1%-$60.7M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $331.1M | 1,458,637 | 0.23% | 31q | -4.6%-$15.9M |
| AMERICAN CENTURY COMPANIES INC | $331.0M | 1,458,544 | 0.15% | 31q | +9.8%+$29.5M |
| NOMURA ASSET MANAGEMENT CO LTD | $324.3M | 1,428,896 | 0.69% | 31q | +4.6%+$14.3M |
| VANGUARD ASSET MANAGEMENT, Ltd | $311.3M | 1,371,696 | 0.21% | 2q | +14.4%+$39.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $305.4M | 1,345,712 | 0.59% | 31q | +19.6%+$50.1M |
| Asset Management One Co., Ltd. | $301.1M | 1,326,391 | 0.77% | 31q | +2.0%+$6.0M |
| VOYA INVESTMENT MANAGEMENT LLC | $294.6M | 1,301,160 | 0.25% | 31q | -3.5%-$10.7M |
| CITIGROUP INC | $294.4M | 1,296,947 | 0.10% | 31q | -5.1%-$15.8M |
| RHUMBLINE ADVISERS | $289.9M | 1,277,189 | 0.22% | 31q | +1.2%+$3.5M |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC | $287.2M | 1,265,520 | 10.22% | 31q | +4.4%+$12.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $283.2M | 1,249,469 | 0.43% | 7q | +6.2%+$16.5M |
| BAMCO INC /NY/ | $279.6M | 1,232,060 | 0.42% | 18q | -8.4%-$25.6M |
| Alphinity Investment Management Pty Ltd | $276.6M | 1,218,448 | 4.60% | 2q | +8.5%+$21.6M |
| AEW CAPITAL MANAGEMENT L P | $261.9M | 1,153,905 | 15.65% | 30q | +8.5%+$20.4M |
| ROYAL BANK OF CANADA | $258.7M | 1,139,710 | 0.04% | 31q | +29.9%+$59.5M |
| BNP PARIBAS FINANCIAL MARKETS | $258.1M | 1,137,353 | 0.09% | 31q | -2.3%-$6.1M |
| Zimmer Partners, LP | $255.1M | 1,123,925 | 5.87% | 10q | HELD |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $244.1M | 1,075,665 | 0.72% | 31q | +0.7%+$1.6M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $244.1M | 1,075,391 | 0.22% | 31q | +3.9%+$9.1M |
| Cardano Risk Management B.V. | $242.8M | 1,069,814 | 1.87% | 6q | +7.3%+$16.5M |
| CITADEL ADVISORS LLC | $238.3M incl. $111.0M options CALL+PUT | 561,228 | 0.03% | 31q | -65.9%-$461.4M |
| KBC Group NV | $235.5M | 1,037,439 | 0.51% | 31q | -2.7%-$6.5M |
| BARCLAYS PLC | $231.6M | 1,020,253 | 0.04% | 31q | -39.8%-$153.3M |
| Castle Hook Partners LP | $228.7M | 1,007,754 | 1.05% | 6q | -15.4%-$41.7M |
| Adelante Capital Management LLC | $220.7M | 972,469 | 14.51% | 26q | -5.5%-$12.8M |
| Holocene Advisors, LP | $217.5M | 958,107 | 0.49% | 2q | +115.9%+$116.7M |
| Pictet Asset Management Holding SA | $214.6M | 945,445 | 0.21% | 12q | +8.5%+$16.8M |
| Capital International, Inc./CA/ | $214.3M | 944,190 | 1.50% | 14q | +14.8%+$27.6M |
| FIL Ltd | $213.9M | 942,527 | 0.15% | 31q | +39.1%+$60.1M |
| D. E. Shaw & Co., Inc. | $213.2M incl. $2.4M options CALL | 928,983 | 0.10% | 31q | -55.3%-$264.0M |
| RAYMOND JAMES FINANCIAL INC | $212.2M | 934,992 | 0.06% | 7q | +4.6%+$9.3M |
| ENVESTNET ASSET MANAGEMENT INC | $208.0M | 916,367 | 0.05% | 31q | +9.4%+$18.0M |
| Heitman Real Estate Securities LLC | $207.8M | 915,721 | 13.34% | 31q | +12.3%+$22.7M |
| TD Asset Management Inc | $203.8M | 897,789 | 0.18% | 31q | -5.7%-$12.4M |
| Korea Investment CORP | $203.2M | 895,149 | 0.39% | 31q | +10.7%+$19.6M |
| Jupiter Topco LLC | $198.5M | 874,893 | 0.08% | new | FIRST |
| NATIXIS ADVISORS, LLC | $197.4M | 869,887 | 0.22% | 31q | +3.1%+$5.9M |
| STRS OHIO | $191.4M | 843,315 | 0.72% | 31q | +16.3%+$26.8M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $189.8M | 836,080 | 0.19% | 31q | -25.3%-$64.2M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $189.5M | 835,093 | 0.28% | 3q | +3.0%+$5.5M |
| Vanguard Investments Australia, Ltd. | $188.0M | 828,408 | 0.47% | 2q | +3.6%+$6.5M |
| STOREBRAND ASSET MANAGEMENT AS | $179.5M | 790,981 | 0.44% | 26q | +0.6%+$993.2K |
| NEW YORK STATE COMMON RETIREMENT FUND | $178.1M | 784,897 | 0.22% | 31q | -0.7%-$1.3M |
Showing the largest 100 of 1,619 reported holders. The count of 1,618 above leaves out 1 position whose reported value failed our price check; it is listed here as filed.
Q2 2026 in brief
In Q2 2026, 1,618 managers that file Form 13F reported holding Welltower Inc (WELL), $163.9B in all, or about 99% of the shares outstanding. 207 managers opened a position and 101 sold out completely, against 1,512 holders the quarter before. Largest holders: Blackrock, Inc., Vanguard Capital Management Llc and Vanguard Portfolio Management Llc. Largest new positions: Peakshares Llc ($1.4B), Delta Accumulation, Llc ($90.7M) and Oddo Bhf Asset Management Sas ($26.3M).
Q2 2026 is the latest quarter whose 13F deadline has passed. A 13F shows long US stock positions at quarter end, filed up to 45 days later; an adviser and a sub-adviser can both report the same shares.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-26 | Gundlach Andrew | Director | Bought | 5,000 | $1.2M ×2 |
| 2026-08-25 | Gundlach Andrew | Director | Bought | 5,000 | $1.2M ×2 |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 585 | $4.9B | 21,210,520 | 55 | 223 | 137 | 0.0% |
| Q2 2026 | 1,618 | $163.9B | 714,810,759 | 194 | 613 | 445 | 1.1% |
| Q1 2026 | 1,512 | $133.9B | 674,706,715 | 151 | 614 | 402 | 0.4% |
| Q4 2025 | 1,455 | $126.9B | 679,476,318 | 132 | 562 | 395 | 0.6% |
| Q3 2025 | 1,350 | $113.2B | 633,065,307 | 161 | 553 | 339 | 0.5% |
| Q2 2025 | 1,279 | $100.0B | 648,116,990 | 109 | 544 | 344 | 0.5% |
| Q1 2025 | 1,253 | $98.3B | 638,247,509 | 175 | 487 | 321 | 0.5% |
| Q4 2024 | 1,146 | $78.4B | 618,890,769 | 92 | 418 | 297 | 0.6% |
| Q3 2024 | 1,074 | $79.0B | 613,554,929 | 128 | 370 | 322 | 0.6% |
| Q2 2024 | 1,012 | $62.7B | 598,259,779 | 113 | 407 | 269 | 0.5% |
| Q1 2024 | 975 | $54.8B | 584,525,744 | 88 | 356 | 299 | 0.4% |
| Q4 2023 | 944 | $49.8B | 550,072,102 | 111 | 342 | 248 | 0.5% |
| Q3 2023 | 837 | $42.2B | 513,631,136 | 60 | 290 | 238 | 0.4% |
| Q2 2023 | 823 | $40.1B | 494,166,593 | 75 | 276 | 232 | 0.4% |
| Q1 2023 | 784 | $35.9B | 499,627,952 | 58 | 257 | 245 | 0.4% |
| Q4 2022 | 806 | $31.1B | 471,117,609 | 73 | 260 | 285 | 0.8% |
| Q3 2022 | 763 | $61.2B | 948,688,870 | 49 | 283 | 226 | 0.3% |
| Q2 2022 | 806 | $89.7B | 1,085,782,520 | 66 | 278 | 243 | 0.3% |
| Q1 2022 | 838 | $63.0B | 653,911,078 | 96 | 272 | 260 | 0.4% |
| Q4 2021 | 798 | $58.7B | 681,190,612 | 62 | 272 | 228 | 0.6% |
| Q3 2021 | 756 | $56.1B | 677,028,999 | 58 | 249 | 239 | 0.4% |
| Q2 2021 | 755 | $50.6B | 606,212,982 | 78 | 238 | 239 | 0.5% |
| Q1 2021 | 723 | $52.4B | 727,985,445 | 57 | 241 | 253 | 0.5% |
| Q4 2020 | 733 | $48.0B | 737,924,513 | 75 | 208 | 283 | 0.4% |
| Q3 2020 | 694 | $78.8B | 1,427,197,169 | 40 | 209 | 293 | 0.3% |
| Q2 2020 | 725 | $68.3B | 1,314,428,264 | 80 | 214 | 315 | 0.3% |
| Q1 2020 | 747 | $65.6B | 1,429,908,652 | 71 | 263 | 283 | 0.2% |
| Q4 2019 | 852 | $117.8B | 1,440,681,157 | 66 | 286 | 264 | 0.1% |
| Q3 2019 | 811 | $119.0B | 1,311,285,220 | 64 | 265 | 295 | 0.1% |
| Q2 2019 | 806 | $81.0B | 991,463,800 | 72 | 310 | 255 | 0.2% |
| Q1 2019 | 812 | $113.2B | 1,456,656,122 | 99 | 297 | 263 | 0.1% |
| Q4 2018 | 760 | $101.7B | 1,462,722,913 | 10 | 13 | 21 | 0.1% |