Welltower Inc. WELL
$236.06
+2.6% 52w: $148.43 – $236.06
Latest 13F among current holders filed 11 days ago (Jun 24, 2026)
Price — last 12 months
research preview data148.43192.24236.06
Jun 20, 2025 Jul 2, 2026
Institutional holders
1.5K
+53 QoQ
13F value
$133.19B
+5.7% QoQ
Smart-money holders
101
signal tier ≥ 2
New smart buyers
14
Q1 2026
Options barometer
1.2×
$307.6M calls / $248.3M puts
Institutional value by quarter
Number of holders
Who owns WELL?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 74.0M | $14.63B | 0.3% | +1.7% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 45.4M | $8.97B | 0.2% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 41.9M | $8.28B | 0.4% | — |
| STATE STREET CORP | Index provider | 41.6M | $8.22B | 0.3% | -0.5% |
| COHEN & STEERS, INC. | Other | 35.8M | $7.09B | 12.3% | +7.0% |
| Capital International Investors | Long only active | 35.8M | $7.08B | 1.7% | -24.5% |
| FMR LLC | Long only active | 22.2M | $4.38B | 0.2% | +6.5% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 21.8M | $4.30B | 0.3% | +6.6% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 17.8M | $3.51B | 0.2% | +4.5% |
| PRICE T ROWE ASSOCIATES INC /MD/ | Diversified mechanical | 17.2M | $3.40B | 0.4% | +2.3% |
| WELLINGTON MANAGEMENT GROUP LLP | Long only active | 17.0M | $3.35B | 0.6% | -9.1% |
| Capital World Investors | Long only active | 12.7M | $2.52B | 0.3% | +18.4% |
| PRINCIPAL FINANCIAL GROUP INC | Diversified mechanical | 9.6M | $1.90B | 1.0% | -4.8% |
| MORGAN STANLEY | Bank broker | 9.0M | $1.79B | 0.1% | -10.1% |
| NORTHERN TRUST CORP | Index provider | 9.0M | $1.78B | 0.2% | +0.2% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 8.8M | $1.75B | 0.3% | +5.0% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | Other | 8.8M | $1.73B | 1.6% | -4.9% |
| JPMORGAN CHASE & CO | Bank broker | 8.7M | $1.69B | 0.1% | +2.7% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 8.3M | $1.65B | 0.3% | +0.7% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 8.2M | $1.62B | 0.3% | +36257.0% |
| Legal & General Group Plc | Diversified mechanical | 7.2M | $1.43B | 0.3% | -0.9% |
| GOLDMAN SACHS GROUP INC | Bank broker | 6.7M | $1.33B | 0.2% | +50.5% |
| Invesco Ltd. | Index provider | 6.6M | $1.31B | 0.2% | -4.1% |
| Capital Research Global Investors | Long only active | 6.5M | $1.29B | 0.2% | +2033.4% |
| Nuveen, LLC | Diversified mechanical | 5.4M | $1.08B | 0.3% | +7.4% |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC ★2 | Fundamental diversified | 5.2M | $1.04B | 10.7% | -5.4% |
| DEUTSCHE BANK AG\ | Bank broker | 5.1M | $1.02B | 0.3% | -10.3% |
| Daiwa Securities Group Inc. | Diversified mechanical | 4.3M | $846.9M | 2.5% | -4.3% |
| Bank of New York Mellon Corp | Diversified mechanical | 4.0M | $785.4M | 0.1% | -1.4% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 3.9M | $776.3M | 0.2% | — |
| Resolution Capital Ltd ★3 | Fundamental concentrated | 3.6M | $712.9M | 15.0% | +1.0% |
| AMERIPRISE FINANCIAL INC | Bank broker | 3.6M | $694.8M | 0.2% | +31.1% |
| Amundi | Diversified mechanical | 3.3M | $658.6M | 0.2% | -4.8% |
| HSBC HOLDINGS PLC | Bank broker | 3.2M | $639.0M | 0.4% | -44.1% |
| WCM INVESTMENT MANAGEMENT, LLC | Other | 3.3M | $636.1M | 1.5% | -0.7% |
| Sumitomo Mitsui Trust Group, Inc. | Diversified mechanical | 3.2M | $628.3M | 0.4% | -0.2% |
| PRUDENTIAL FINANCIAL INC | Insurance | 3.0M | $600.2M | 0.7% | +3.6% |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC ★2 | Fundamental diversified | 3.0M | $594.5M | 8.8% | -6.9% |
| Russell Investments Group, Ltd. | Diversified mechanical | 2.9M | $567.0M | 0.6% | +5.7% |
| SEI INVESTMENTS CO | Diversified mechanical | 2.7M | $525.6M | 0.5% | +10.3% |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | Other | 2.6M | $520.5M | 5.4% | +0.9% |
| UBS Group AG | Bank broker | 2.5M | $487.2M | 0.1% | +39.8% |
| Mitsubishi UFJ Asset Management Co., Ltd. | Diversified mechanical | 2.1M | $422.6M | 0.3% | +8.7% |
| D. E. Shaw & Co., Inc. | Quant stat arb | 2.1M | $411.1M | 0.3% | +90.8% |
| CANADA PENSION PLAN INVESTMENT BOARD | Pension sovereign | 2.0M | $400.8M | 0.3% | +121.3% |
| NORDEA INVESTMENT MANAGEMENT AB | Other | 2.0M | $398.7M | 0.4% | +5.1% |
| Swiss National Bank | Index provider | 2.0M | $398.2M | 0.2% | +9.9% |
| National Pension Service | Other | 2.0M | $386.1M | 0.3% | +1.8% |
| ALLIANCEBERNSTEIN L.P. | Long only active | 2.0M | $377.7M | 0.1% | +55.4% |
| PGGM Investments | Other | 1.8M | $346.3M | 6.1% | -14.1% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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