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WELL

Welltower Inc.
$236.06 +5.87 (+2.55%) At close · Jul 2
Market Cap
$166.64B
Shares
705,914,450

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 1,489
Total Value: $125,436,300,692
Total Shares: 634,426,676
Showing 1–100 of 1,523 holdings by value · page 1 of 16

Institutional Ownership Trend

26 quarters

Superinvestors Holding WELL

All superinvestors →
Joel Greenblatt $43,968,924 Mario Gabelli $4,779,243

Holder Concentration

Across 1,488 13F filers
Top Holder
11.7%
Jun 2023 → Mar 2026 · range 11.7% – 16.1%
of institutional value
Top 5
36.7%
Jun 2023 → Mar 2026 · range 36.7% – 46.3%
of institutional value
Top 10
51.8%
Jun 2023 → Mar 2026 · range 51.8% – 62.6%
of institutional value
HHI
374
Jun 2023 → Mar 2026 · range 374 – 577
Broadly held
Showing 100 of 1,523
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $14,631,282,589 11.66% 74,003,756
Mega VANGUARD CAPITAL MANAGEMENT LLC $8,966,629,726 7.15% 45,352,434
Mega STATE STREET CORP $8,216,981,220 6.55% 41,560,777
Large COHEN & STEERS, INC. $7,086,969,715 5.65% 35,845,277
Mega Capital International Investors $7,081,451,431 5.65% 35,817,366
Mega FMR LLC $4,384,413,596 3.50% 22,175,983
Mega BANK OF AMERICA CORP /DE/ Bank $4,300,291,549 3.43% 21,750,501
Mega GEODE CAPITAL MANAGEMENT, LLC $3,512,889,333 2.80% 17,767,889
Mega PRICE T ROWE ASSOCIATES INC /MD/ $3,403,739,374 2.71% 17,215,818
Mega WELLINGTON MANAGEMENT GROUP LLP $3,351,199,521 2.67% 16,950,076
Mega Capital World Investors $2,515,331,666 2.01% 12,722,329
Mega PRINCIPAL FINANCIAL GROUP INC $1,899,331,759 1.51% 9,606,655
Mega MORGAN STANLEY $1,788,604,661 1.43% 9,046,607
Mega NORTHERN TRUST CORP Bank $1,779,353,815 1.42% 8,999,817
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $1,745,668,384 1.39% 8,829,439
Mega DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main Bank $1,733,703,567 1.38% 8,768,922
Mega JPMORGAN CHASE & CO $1,713,489,293 1.37% 8,666,680
Mega DIMENSIONAL FUND ADVISORS LP $1,649,894,297 1.32% 8,345,022
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $1,615,463,491 1.29% 8,170,874
Mega Legal & General Group Plc $1,431,261,638 1.14% 7,239,197
Mega GOLDMAN SACHS GROUP INC $1,331,405,036 1.06% 6,734,131
Mega Invesco Ltd. $1,311,688,006 1.05% 6,634,404
Mega Capital Research Global Investors $1,292,021,405 1.03% 6,534,932
Mega Nuveen, LLC $1,075,941,575 0.86% 5,442,019
Mid CENTERSQUARE INVESTMENT MANAGEMENT LLC $1,036,535,995 0.83% 5,242,709
Mega DEUTSCHE BANK AG\ Bank $1,017,098,134 0.81% 5,144,394
Large Daiwa Securities Group Inc. Broker-Dealer $846,906,997 0.68% 4,283,582
Mega Bank of New York Mellon Corp Bank $785,410,083 0.63% 3,972,536
Mega VANGUARD FIDUCIARY TRUST CO Bank $776,339,948 0.62% 3,926,660
Mid Resolution Capital Ltd $712,927,431 0.57% 3,605,925
Mega AMERIPRISE FINANCIAL INC $703,868,752 0.56% 3,560,107
Mega Amundi $658,595,929 0.53% 3,331,121
Large WCM INVESTMENT MANAGEMENT, LLC $643,938,108 0.51% 3,256,983
Mega HSBC HOLDINGS PLC $638,822,356 0.51% 3,231,108
Mega Sumitomo Mitsui Trust Group, Inc. $628,266,428 0.50% 3,177,717
Large PRUDENTIAL FINANCIAL INC $600,227,392 0.48% 3,035,898
Mid CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC $594,480,952 0.47% 3,006,833
Large Russell Investments Group, Ltd. $567,332,593 0.45% 2,869,519
Large SEI INVESTMENTS CO $525,607,882 0.42% 2,658,479
Mid DUFF & PHELPS INVESTMENT MANAGEMENT CO $520,479,483 0.41% 2,632,540
Mega UBS Group AG $487,238,498 0.39% 2,464,410
Mega Mitsubishi UFJ Asset Management Co., Ltd. $422,614,219 0.34% 2,137,546
Mega D. E. Shaw & Co., Inc. $411,069,537 0.33% 2,079,154
Mega ALLIANCEBERNSTEIN L.P. $402,357,446 0.32% 2,035,089
Mega NORDEA INVESTMENT MANAGEMENT AB $401,409,425 0.32% 2,030,294
Mega CANADA PENSION PLAN INVESTMENT BOARD Pension $400,766,671 0.32% 2,027,043
Mega Swiss National Bank Bank $398,227,482 0.32% 2,014,200
Mega National Pension Service Pension $386,132,375 0.31% 1,953,024
Mid PGGM Investments $346,265,932 0.28% 1,751,383
Mega BARCLAYS PLC $335,243,204 0.27% 1,695,631
Large APG Asset Management US Inc. $334,603,020 0.27% 1,692,393
Large Aberdeen Group plc $333,279,943 0.27% 1,685,701
Mega CITADEL ADVISORS LLC $325,750,356 0.26% 1,647,617
Large CANADA LIFE ASSURANCE Co Insurance $303,041,386 0.24% 1,532,757
Mega SCHRODER INVESTMENT MANAGEMENT GROUP $302,208,433 0.24% 1,528,544
Mega Vanguard Global Advisers, LLC $301,760,225 0.24% 1,526,277
Mega WELLS FARGO & COMPANY/MN $289,189,821 0.23% 1,462,697
Mega California Public Employees Retirement System Pension $280,835,192 0.22% 1,420,440
Mega CITIGROUP INC $270,139,079 0.22% 1,366,340
Large NOMURA ASSET MANAGEMENT CO LTD $270,092,618 0.22% 1,366,105
Large VOYA INVESTMENT MANAGEMENT LLC $266,554,202 0.21% 1,348,208
Large BAMCO INC /NY/ $265,908,285 0.21% 1,344,941
Mega AMERICAN CENTURY COMPANIES INC $262,704,196 0.21% 1,328,735
Large Asset Management One Co., Ltd. $257,014,696 0.20% 1,299,958
Mega RHUMBLINE ADVISERS $249,460,987 0.20% 1,261,752
Mid LASALLE INVESTMENT MANAGEMENT SECURITIES LLC Broker-Dealer $239,749,275 0.19% 1,212,631
Mega VANGUARD ASSET MANAGEMENT, Ltd $237,027,994 0.19% 1,198,867
Mid Castle Hook Partners LP $235,601,319 0.19% 1,191,651
Large Universal- Beteiligungs- und Servicegesellschaft mbH $232,605,815 0.19% 1,176,500
Mega BNP PARIBAS ARBITRAGE, SA $230,186,042 0.18% 1,164,261
Large Zurcher Kantonalbank (Zurich Cantonalbank) Bank $222,443,916 0.18% 1,125,102
Mid Alphinity Investment Management Pty Ltd $222,087,246 0.18% 1,123,298
Large SG Americas Securities, LLC Broker-Dealer $222,007,372 0.18% 1,122,894
Mid Zimmer Partners, LP $221,222,661 0.18% 1,118,925
Large BNP PARIBAS ASSET MANAGEMENT Holding S.A. $221,210,204 0.18% 1,118,862
Large PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO Pension $211,280,616 0.17% 1,068,639
Large KBC Group NV $210,786,538 0.17% 1,066,140
Mid AEW CAPITAL MANAGEMENT L P $210,344,657 0.17% 1,063,905
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $204,693,710 0.16% 1,035,323
Mid Adelante Capital Management LLC $203,459,209 0.16% 1,029,079
Mid Cardano Risk Management B.V. $197,176,183 0.16% 997,300
Mega TD Asset Management Inc $188,326,287 0.15% 952,538
Large HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND Pension $182,649,045 0.15% 923,823
Mega JANUS HENDERSON GROUP PLC $177,659,437 0.14% 898,586
Mega RAYMOND JAMES FINANCIAL INC $176,788,128 0.14% 894,179
Mega ROYAL BANK OF CANADA Bank $173,527,491 0.14% 877,687
Large Pictet Asset Management Holding SA $172,325,419 0.14% 871,607
Large WORLDQUANT MILLENNIUM ADVISORS LLC $170,681,659 0.14% 863,293
Large NATIXIS ADVISORS, LLC $166,841,339 0.13% 843,869
Mega ENVESTNET ASSET MANAGEMENT INC $165,538,431 0.13% 837,279
Large Capital International, Inc./CA/ $162,665,902 0.13% 822,750
Mid Heitman Real Estate Securities LLC Broker-Dealer $161,285,886 0.13% 815,770
Large NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $160,289,625 0.13% 810,731
Large Korea Investment CORP $159,879,970 0.13% 808,659
Large Vanguard Investments Australia, Ltd. $158,163,254 0.13% 799,976
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $156,334,832 0.12% 790,728
Large STOREBRAND ASSET MANAGEMENT AS $155,519,674 0.12% 786,605
Large CONGRESS ASSET MANAGEMENT CO $148,322,042 0.12% 750,200
Large Allianz Asset Management GmbH $148,095,070 0.12% 749,052
Large STRS OHIO $143,387,595 0.11% 725,242
Key facts CIK 766704 CUSIP 95040Q104 13F (30d) 57 filings 25 filers Visit website Investor relations

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