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-Q1 13F filings (latest filed 2026-05-18). 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 2025-Q4 and 2026-Q1: 490 added or opened and 159 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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
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 2025-Q4 and 2026-Q1, across 1474 tracked filers holding WELL, 830 increased or opened the position and 568 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 2025-Q4 and 2026-Q1 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 60
- VANGUARD CAPITAL MANAGEMENT LLC$9.0B
- VANGUARD PORTFOLIO MANAGEMENT LLC$8.3B
- VANGUARD FIDUCIARY TRUST CO$776M
- Vanguard Global Advisers, LLC$302M
- VANGUARD ASSET MANAGEMENT, Ltd$237M
- Alphinity Investment Management Pty Ltd$222M
Full exits 53
- VANGUARD GROUP INC$17.2B
- Qube Research & Technologies Ltd$124M
- Apollo Management Holdings, L.P.$96M
- VIRGINIA RETIREMENT SYSTEMS ET Al$72M
- Artisan Partners Limited Partnership$49M
- CIBC WORLD MARKETS CORP$48M
Largest adds
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$1.6B
- Capital Research Global Investors$1.2B
- BlackRock, Inc.$970M
- COHEN & STEERS, INC.$866M
- Capital World Investors$521M
- FMR LLC$514M
Largest trims
- Capital International Investors$1.7B
- NORGES BANK$671M
- LOS ANGELES CAPITAL MANAGEMENT LLC$114M
- WELLINGTON MANAGEMENT GROUP LLP$111M
- MORGAN STANLEY$80M
- NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$65M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 78,049,214 | $17.7B | 11.6% | 2026-Q2 |
| STATE STREET CORP added | 42,138,810 | $9.6B | 6.3% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 45,352,434 | $9.0B | 5.9% | 2026-Q1 |
| Capital International Investors added | 39,500,055 | $9.0B | 5.9% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 41,863,049 | $8.3B | 5.4% | 2026-Q1 |
| COHEN & STEERS, INC. added | 35,845,277 | $7.1B | 4.6% | 2026-Q1 |
| Capital World Investors added | 20,028,842 | $4.5B | 3.0% | 2026-Q2 |
| FMR LLC trimmed | 19,451,466 | $4.4B | 2.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 21,750,501 | $4.3B | 2.8% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 18,490,213 | $4.2B | 2.8% | 2026-Q2 |
| NORGES BANK trimmed | 18,146,984 | $4.1B | 2.7% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 17,767,889 | $3.5B | 2.3% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 15,179,324 | $3.4B | 2.3% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 9,606,655 | $1.9B | 1.2% | 2026-Q1 |
| MORGAN STANLEY trimmed | 9,046,607 | $1.8B | 1.2% | 2026-Q1 |
| NORTHERN TRUST CORP added | 8,999,817 | $1.8B | 1.2% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 8,829,439 | $1.7B | 1.1% | 2026-Q1 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main trimmed | 8,768,922 | $1.7B | 1.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 8,666,680 | $1.7B | 1.1% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 8,345,022 | $1.6B | 1.1% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 8,170,874 | $1.6B | 1.1% | 2026-Q1 |
| Capital Research Global Investors added | 6,889,084 | $1.6B | 1.0% | 2026-Q2 |
| Invesco Ltd. added | 6,569,461 | $1.5B | 1.0% | 2026-Q2 |
| Legal & General Group Plc trimmed | 7,239,197 | $1.4B | 0.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 6,734,131 | $1.3B | 0.9% | 2026-Q1 |
| Nuveen, LLC added | 5,442,019 | $1.1B | 0.7% | 2026-Q1 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC trimmed | 5,242,709 | $1.0B | 0.7% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 5,144,394 | $1.0B | 0.7% | 2026-Q1 |
| Daiwa Securities Group Inc. trimmed | 4,283,582 | $847M | 0.6% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 3,972,536 | $785M | 0.5% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 3,926,660 | $776M | 0.5% | 2026-Q1 |
| WCM INVESTMENT MANAGEMENT, LLC added | 3,346,803 | $762M | 0.5% | 2026-Q2 |
| Resolution Capital Ltd added | 3,605,925 | $713M | 0.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 3,560,107 | $695M | 0.5% | 2026-Q1 |
| Amundi trimmed | 3,331,121 | $659M | 0.4% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 3,231,108 | $639M | 0.4% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 3,177,717 | $628M | 0.4% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 3,035,898 | $600M | 0.4% | 2026-Q1 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC trimmed | 3,006,833 | $594M | 0.4% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 2,869,519 | $567M | 0.4% | 2026-Q1 |
| SEI INVESTMENTS CO added | 2,658,479 | $526M | 0.3% | 2026-Q1 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO added | 2,632,540 | $520M | 0.3% | 2026-Q1 |
| UBS Group AG added | 2,464,410 | $487M | 0.3% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 2,137,546 | $423M | 0.3% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 2,027,043 | $401M | 0.3% | 2026-Q1 |
| NORDEA INVESTMENT MANAGEMENT AB added | 2,030,294 | $399M | 0.3% | 2026-Q1 |
| Swiss National Bank added | 2,014,200 | $398M | 0.3% | 2026-Q1 |
| National Pension Service added | 1,953,024 | $386M | 0.3% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 2,035,089 | $378M | 0.2% | 2026-Q1 |
| PGGM Investments trimmed | 1,751,383 | $346M | 0.2% | 2026-Q1 |
| APG Asset Management US Inc. added | 1,692,393 | $337M | 0.2% | 2026-Q1 |
| BARCLAYS PLC added | 1,695,631 | $335M | 0.2% | 2026-Q1 |
| Aberdeen Group plc trimmed | 1,685,701 | $333M | 0.2% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co added | 1,532,757 | $304M | 0.2% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 1,528,544 | $302M | 0.2% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 1,526,277 | $302M | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1,462,697 | $289M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 1,420,440 | $281M | 0.2% | 2026-Q1 |
| CITIGROUP INC added | 1,366,340 | $270M | 0.2% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT CO LTD added | 1,366,105 | $270M | 0.2% | 2026-Q1 |
| BAMCO INC /NY/ added | 1,344,941 | $266M | 0.2% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 1,348,208 | $266M | 0.2% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 1,328,735 | $263M | 0.2% | 2026-Q1 |
| Asset Management One Co., Ltd. added | 1,299,958 | $257M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 1,261,752 | $249M | 0.2% | 2026-Q1 |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC added | 1,212,631 | $240M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 1,198,867 | $237M | 0.2% | 2026-Q1 |
| Castle Hook Partners LP trimmed | 1,191,651 | $236M | 0.2% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 1,176,500 | $232M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 1,164,261 | $230M | 0.2% | 2026-Q1 |
| Zurcher Kantonalbank (Zurich Cantonalbank) trimmed | 1,125,102 | $222M | 0.1% | 2026-Q1 |
| Alphinity Investment Management Pty Ltd new | 1,123,298 | $222M | 0.1% | 2026-Q1 |
| SG Americas Securities, LLC added | 1,122,894 | $222M | 0.1% | 2026-Q1 |
| Zimmer Partners, LP added | 1,118,925 | $221M | 0.1% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 1,118,862 | $221M | 0.1% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed | 1,068,639 | $211M | 0.1% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 928,983 | $211M | 0.1% | 2026-Q2 |
| KBC Group NV added | 1,066,140 | $211M | 0.1% | 2026-Q1 |
| AEW CAPITAL MANAGEMENT L P added | 1,063,905 | $210M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 1,035,323 | $205M | 0.1% | 2026-Q1 |
| Adelante Capital Management LLC added | 1,029,079 | $203M | 0.1% | 2026-Q1 |
| Cardano Risk Management B.V. trimmed | 997,300 | $197M | 0.1% | 2026-Q1 |
| TD Asset Management Inc added | 952,538 | $188M | 0.1% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 923,823 | $183M | 0.1% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC added | 898,586 | $178M | 0.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 894,179 | $177M | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 877,687 | $174M | 0.1% | 2026-Q1 |
| Pictet Asset Management Holding SA added | 871,607 | $172M | 0.1% | 2026-Q1 |
| WORLDQUANT MILLENNIUM ADVISORS LLC added | 863,293 | $171M | 0.1% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 843,869 | $167M | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 837,279 | $166M | 0.1% | 2026-Q1 |
| Capital International, Inc./CA/ added | 822,750 | $163M | 0.1% | 2026-Q1 |
| Heitman Real Estate Securities LLC trimmed | 815,770 | $161M | 0.1% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 810,731 | $160M | 0.1% | 2026-Q1 |
| Korea Investment CORP added | 808,659 | $160M | 0.1% | 2026-Q1 |
| Vanguard Investments Australia, Ltd. new | 799,976 | $158M | 0.1% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 790,728 | $156M | 0.1% | 2026-Q1 |
| STOREBRAND ASSET MANAGEMENT AS added | 786,605 | $156M | 0.1% | 2026-Q1 |
| CONGRESS ASSET MANAGEMENT CO trimmed | 750,200 | $148M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 92,421,471 | $17.2B | 11.2% | 2025-Q4 stale |
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.