Who owns Welltower (WELL)
Which tracked institutional funds hold WELL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See WELL company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on WELL is one-sided between 2026-Q1 and 2026-Q2: 557 added or opened and 171 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
WELL’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.3% of theirs — a 0.0pp gap the other way — the median holder sizes WELL more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in WELL divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 1513 tracked filers holding WELL, 841 increased or opened the position and 630 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in WELL between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 44
- Jupiter Topco LLC$198M
- Nykredit A/S$85M
- NewEdge Advisors, LLC$54M
- ODDO BHF ASSET MANAGEMENT SAS$26M
- Bahl & Gaynor LLC$23M
- MOORE CAPITAL MANAGEMENT, LP$20M
Full exits 98
- COHEN & STEERS, INC.$7.1B
- Amundi$659M
- PGGM Investments$346M
- CANADA LIFE ASSURANCE Co$304M
- SG Americas Securities, LLC$222M
- KBC Group NV$211M
Largest adds
- BlackRock, Inc.$3.2B
- Capital World Investors$2.0B
- Capital International Investors$1.9B
- VANGUARD PORTFOLIO MANAGEMENT LLC$1.6B
- VANGUARD CAPITAL MANAGEMENT LLC$1.5B
- STATE STREET CORP$1.3B
Largest trims
- NORGES BANK$677M
- D. E. Shaw & Co., Inc.$200M
- CITADEL ADVISORS LLC$198M
- WORLDQUANT MILLENNIUM ADVISORS LLC$144M
- UBS Group AG$125M
- BARCLAYS PLC$104M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 78,049,214 | $17.7B | 12.8% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 46,118,974 | $10.5B | 7.6% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 43,449,568 | $9.9B | 7.1% | 2026-Q2 |
| STATE STREET CORP added | 42,138,810 | $9.6B | 6.9% | 2026-Q2 |
| Capital International Investors added | 39,500,055 | $9.0B | 6.5% | 2026-Q2 |
| Capital World Investors added | 20,028,842 | $4.5B | 3.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 19,496,361 | $4.4B | 3.2% | 2026-Q2 |
| FMR LLC trimmed | 19,451,466 | $4.4B | 3.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 18,490,213 | $4.2B | 3.0% | 2026-Q2 |
| NORGES BANK trimmed | 18,146,984 | $4.1B | 3.0% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 17,685,516 | $4.0B | 2.9% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 15,179,324 | $3.4B | 2.5% | 2026-Q2 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main added | 10,624,243 | $2.4B | 1.7% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 9,814,621 | $2.2B | 1.6% | 2026-Q2 |
| MORGAN STANLEY added | 9,762,078 | $2.2B | 1.6% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 9,394,281 | $2.1B | 1.5% | 2026-Q2 |
| NORTHERN TRUST CORP added | 9,292,543 | $2.1B | 1.5% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 8,588,951 | $2.0B | 1.4% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 8,479,319 | $1.9B | 1.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 8,135,502 | $1.8B | 1.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 7,948,735 | $1.8B | 1.3% | 2026-Q2 |
| Legal & General Group Plc trimmed | 7,046,531 | $1.6B | 1.2% | 2026-Q2 |
| Capital Research Global Investors added | 6,889,084 | $1.6B | 1.1% | 2026-Q2 |
| Invesco Ltd. added | 6,569,461 | $1.5B | 1.1% | 2026-Q2 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC added | 5,640,625 | $1.3B | 0.9% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 4,975,818 | $1.1B | 0.8% | 2026-Q2 |
| Nuveen, LLC trimmed | 4,521,315 | $1.0B | 0.7% | 2026-Q2 |
| Daiwa Securities Group Inc. trimmed | 4,076,713 | $925M | 0.7% | 2026-Q2 |
| Bank of New York Mellon Corp added | 4,050,681 | $919M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 3,964,041 | $900M | 0.7% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 3,558,695 | $798M | 0.6% | 2026-Q2 |
| Resolution Capital Ltd trimmed | 3,377,659 | $767M | 0.6% | 2026-Q2 |
| WCM INVESTMENT MANAGEMENT, LLC added | 3,346,803 | $762M | 0.6% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 3,321,976 | $755M | 0.5% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 3,150,763 | $715M | 0.5% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC trimmed | 3,031,698 | $688M | 0.5% | 2026-Q2 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO added | 3,024,718 | $687M | 0.5% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 2,853,498 | $648M | 0.5% | 2026-Q2 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC trimmed | 2,843,632 | $645M | 0.5% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 2,571,718 | $584M | 0.4% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 2,334,400 | $530M | 0.4% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 2,328,059 | $528M | 0.4% | 2026-Q2 |
| NORDEA INVESTMENT MANAGEMENT AB added | 2,099,648 | $480M | 0.3% | 2026-Q2 |
| National Pension Service added | 2,015,067 | $457M | 0.3% | 2026-Q2 |
| Swiss National Bank trimmed | 1,987,000 | $451M | 0.3% | 2026-Q2 |
| Aberdeen Group plc added | 1,760,904 | $400M | 0.3% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 1,728,289 | $342M | 0.2% | 2026-Q2 |
| APG Asset Management US Inc. | 1,692,393 | $390M | 0.3% | 2026-Q2 |
| UBS Group AG trimmed | 1,596,229 | $362M | 0.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,557,561 | $354M | 0.3% | 2026-Q2 |
| California Public Employees Retirement System added | 1,551,984 | $352M | 0.3% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 1,522,908 | $346M | 0.3% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 1,458,637 | $331M | 0.2% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 1,458,544 | $331M | 0.2% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT CO LTD added | 1,428,896 | $324M | 0.2% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 1,371,696 | $311M | 0.2% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) added | 1,345,712 | $305M | 0.2% | 2026-Q2 |
| Asset Management One Co., Ltd. added | 1,326,391 | $301M | 0.2% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 1,301,160 | $295M | 0.2% | 2026-Q2 |
| CITIGROUP INC trimmed | 1,296,947 | $294M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 1,277,189 | $290M | 0.2% | 2026-Q2 |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC added | 1,265,520 | $287M | 0.2% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 1,249,469 | $283M | 0.2% | 2026-Q2 |
| BAMCO INC /NY/ trimmed | 1,232,060 | $280M | 0.2% | 2026-Q2 |
| Alphinity Investment Management Pty Ltd added | 1,218,448 | $277M | 0.2% | 2026-Q2 |
| AEW CAPITAL MANAGEMENT L P added | 1,153,905 | $262M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,139,710 | $259M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 1,137,353 | $258M | 0.2% | 2026-Q2 |
| Zimmer Partners, LP added | 1,123,925 | $255M | 0.2% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added | 1,075,665 | $244M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 1,075,391 | $244M | 0.2% | 2026-Q2 |
| BARCLAYS PLC trimmed | 1,020,253 | $232M | 0.2% | 2026-Q2 |
| Castle Hook Partners LP trimmed | 1,007,754 | $229M | 0.2% | 2026-Q2 |
| Adelante Capital Management LLC trimmed | 972,469 | $221M | 0.2% | 2026-Q2 |
| Holocene Advisors, LP added | 958,107 | $217M | 0.2% | 2026-Q2 |
| Pictet Asset Management Holding SA added | 945,445 | $215M | 0.2% | 2026-Q2 |
| Capital International, Inc./CA/ added | 944,190 | $214M | 0.2% | 2026-Q2 |
| FIL Ltd added | 942,527 | $214M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 934,992 | $212M | 0.2% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 928,983 | $211M | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 916,367 | $208M | 0.2% | 2026-Q2 |
| Heitman Real Estate Securities LLC added | 915,721 | $208M | 0.2% | 2026-Q2 |
| TD Asset Management Inc trimmed | 897,789 | $204M | 0.1% | 2026-Q2 |
| Korea Investment CORP added | 895,149 | $203M | 0.1% | 2026-Q2 |
| Jupiter Topco LLC new | 874,893 | $198M | 0.1% | 2026-Q2 |
| STRS OHIO added | 843,315 | $191M | 0.1% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 836,080 | $190M | 0.1% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 835,093 | $190M | 0.1% | 2026-Q2 |
| Vanguard Investments Australia, Ltd. added | 828,408 | $188M | 0.1% | 2026-Q2 |
| STOREBRAND ASSET MANAGEMENT AS added | 790,981 | $180M | 0.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 784,897 | $178M | 0.1% | 2026-Q2 |
| Allianz Asset Management GmbH trimmed | 743,207 | $168M | 0.1% | 2026-Q2 |
| CONGRESS ASSET MANAGEMENT CO trimmed | 721,601 | $164M | 0.1% | 2026-Q2 |
| MACQUARIE GROUP LTD added | 703,258 | $160M | 0.1% | 2026-Q2 |
| 1832 Asset Management L.P. trimmed | 621,372 | $141M | 0.1% | 2026-Q2 |
| TCW GROUP INC added | 617,510 | $140M | 0.1% | 2026-Q2 |
| AVIVA PLC added | 616,109 | $140M | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 615,146 | $140M | 0.1% | 2026-Q2 |
| CI INVESTMENTS INC. added | 609,636 | $138M | 0.1% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC trimmed | 591,550 | $134M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.