Security Snapshot

WELLTOWER INC. - Common Stock (WELL) Institutional Ownership

CUSIP: 95040Q104

13F Institutional Holders and Ownership History from Q1 2015 to Q3 2026

13F reference period

Q2 2026

Institutions Reporting

1,601

Shares (Excl. Options)

708.64MFull value: 708,642,441 · shares · 30 Jun 2026

Price

$226.97

The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.

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Security type / class
Equity / Common Stock
Symbol
WELL on NYSE
All holders as of 30 Jun 2026
Q2 2026
Total 13F shares
708,642,441
Latest holder snapshot 5 signals
Total 13F value
$160,740,827,977
Portfolio coverage rank
0.05%
Share change
+33,807,608
Value change
+$7,721,495,946
Number of holders
1,601
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
720,343,020
SEC-reported price per share
$230.24
Insider filing price
$230.24
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source

Key facts

  • WELL - WELLTOWER INC. - Common Stock is tracked under CUSIP 95040Q104.
  • 1601 institutions reported positions in Q2 2026.
  • 5 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 1,493 to 1,601 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from
    $133.32BFull value: $133,316,129,958 · USD · 31 Mar 2026
    to
    $160.74BFull value: $160,740,827,977 · USD · 30 Jun 2026
    .

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 1601 institutions filings for Q2 2026.

Open SEC evidence

Security key

95040Q104

13F reference period

Q2 2026

13F holders

1,601

13D/G owners

5

CIK / CUSIP context first

Open Q2 2026 holders WELL full holder history WELLTOWER INC. SEC filings WELLTOWER INC. company facts WELLTOWER INC. insider transactions

Broader feeds

Latest 13F filings Latest 13D/G filings All securities

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
5
Security
WELL
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 9.5% $9,110,187,136 61,659,473 BlackRock, Inc. 31 Mar 2025
VANGUARD CAPITAL MANAGEMENT LLC 7.6% $10,423,337,433 52,720,335 Vanguard Capital Management 31 Mar 2026
VANGUARD PORTFOLIO MANAGEMENT LLC 6% $8,293,327,135 41,946,928 Vanguard Portfolio Management 31 Mar 2026
COHEN & STEERS, INC. 4.9% -5.6% $8,255,923,391 -$197,150,568 35,296,808 -2.3% Cohen & Steers, Inc. 31 Jul 2026
NORGES BANK 4.9% $4,957,755,912 32,249,762 Norges Bank 30 Jun 2025
As of 30 Jun 2026, 1,601 institutional investors reported holding
708.64MFull value: 708,642,441 · shares · 30 Jun 2026
shares of WELLTOWER INC. - Common Stock (WELL). This represents 98% of the company’s total
720.34MFull value: 720,343,020 · shares · Stored outstanding share count
outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
72%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 11% 78,049,214 +5.5% 0.26% $17,714,830,277
VANGUARD CAPITAL MANAGEMENT LLC 6.4% 46,118,974 +1.7% 0.22% $10,467,623,529
VANGUARD PORTFOLIO MANAGEMENT LLC 6% 43,449,568 +3.8% 0.44% $9,861,748,449
STATE STREET CORP 5.8% 42,138,810 +1.4% 0.28% $9,564,245,706
Capital International Investors 5.5% 39,500,055 +10% 1.9% $8,965,880,965
COHEN & STEERS, INC. 5.1% 36,821,274 +2.7% 13% $8,357,326,000
Capital World Investors 2.8% 20,028,842 +57% 0.54% $4,545,947,796
BANK OF AMERICA CORP /DE/ 2.7% 19,496,361 -10% 0.29% $4,425,089,044
FMR LLC 2.7% 19,451,466 -12% 0.19% $4,414,899,190
PRICE T ROWE ASSOCIATES INC /MD/ 2.6% 18,490,213 +7.4% 0.42% $4,196,725,000
NORGES BANK 2.5% 18,146,984 0.41% $4,118,820,958
GEODE CAPITAL MANAGEMENT, LLC 2.5% 17,685,516 -0.46% 0.21% $3,997,030,914
WELLINGTON MANAGEMENT GROUP LLP 2.1% 15,179,324 -10% 0.59% $3,445,251,168
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1.5% 10,624,243 +21% 1.9% $2,411,384,433
PRINCIPAL FINANCIAL GROUP INC 1.4% 9,814,621 +2.2% 1.1% $2,227,641,548
MORGAN STANLEY 1.4% 9,762,078 +7.9% 0.12% $2,215,699,581
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.3% 9,394,281 +6.4% 0.28% $2,132,219,959
NORTHERN TRUST CORP 1.3% 9,292,543 +3.3% 0.25% $2,109,128,484
JPMORGAN CHASE & CO 1.2% 8,588,951 -0.9% 0.11% $1,955,962,355
DIMENSIONAL FUND ADVISORS LP 1.2% 8,479,319 +1.6% 0.35% $1,924,574,732
GOLDMAN SACHS GROUP INC 1.1% 8,135,502 +21% 0.19% $1,846,515,055
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 1.1% 7,948,735 -2.7% 0.33% $1,804,124,383
Legal & General Group Plc 0.98% 7,046,531 -2.7% 0.33% $1,599,351,142
Capital Research Global Investors 0.96% 6,889,084 +5.4% 0.22% $1,563,681,433
Invesco Ltd. 0.91% 6,569,461 -0.98% 0.12% $1,491,070,747

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
47
Headline period
Q2 2026
Rows shown
1-25 of 47
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q3 12,292,114 $2,831,116,593 -$49,393,378 $230.24 489
2026 Q2 708,642,441 $160,740,827,977 +$7,721,495,946 $226.97 1,601
2026 Q1 674,730,275 $133,316,129,958 -$495,541,973 $197.71 1,493
2025 Q4 676,306,660 $125,498,459,910 +$9,284,161,513 $185.61 1,421
2025 Q3 624,215,812 $111,150,523,868 -$3,268,375,055 $178.14 1,319
2025 Q2 646,400,462 $99,327,139,066 +$6,653,167,936 $153.73 1,248
2025 Q1 604,275,756 $92,567,274,527 -$1,139,279,356 $153.21 1,215
2024 Q4 616,760,680 $77,722,919,086 +$1,690,967,917 $126.03 1,110
2024 Q3 600,456,359 $76,850,508,964 +$1,704,139,687 $128.03 1,049
2024 Q2 584,416,272 $60,922,498,303 +$2,457,519,310 $104.25 986
2024 Q1 562,267,492 $52,534,145,635 +$2,227,274,388 $93.44 949
2023 Q4 538,279,016 $48,531,992,818 +$2,225,365,284 $90.17 925
2023 Q3 513,051,341 $42,032,563,422 +$1,595,527,304 $81.92 817
2023 Q2 493,686,360 $39,889,504,518 +$986,433,553 $80.89 805
2023 Q1 480,647,913 $34,443,950,263 +$802,440,963 $71.69 764
2022 Q4 471,532,475 $30,918,644,254 +$442,661,461 $65.55 790
2022 Q3 464,345,132 $29,860,889,789 +$269,962,232 $64.32 772
2022 Q2 453,926,266 $37,377,800,940 +$1,607,351,695 $82.35 807
2022 Q1 440,312,597 $42,271,474,949 +$1,377,834,178 $96.14 836
2021 Q4 425,988,371 $36,519,497,351 +$1,517,444,735 $85.77 791
2021 Q3 407,711,641 $33,606,997,002 +$487,130,608 $82.40 747
2021 Q2 401,967,076 $33,403,464,482 +$1,753,504,323 $83.10 748
2021 Q1 382,727,685 $27,412,619,189 +$345,128,187 $71.63 721
2020 Q4 377,972,439 $24,410,110,165 -$64,829,244 $64.62 718
2020 Q3 380,290,844 $20,944,926,830 +$673,786,480 $55.09 686
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