Latest Period
Q1 2026
Security Snapshot
WELLTOWER INC. - Common Stock (WELL) Institutional Ownership
CUSIP: 95040Q104
13F Institutional Holders and Ownership History from Q1 2015 to Q1 2026
Institutions Reporting
1,465
Shares (Excl. Options)
673,781,374
Price
$197.71
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- Security type / class
- Equity / Common Stock
- Symbol
- WELL on NYSE
- Shares outstanding
- 697,677,452
- Reported price per share
- $217.50
- Price from insider filings
- $217.50
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 673,781,374
- Total reported value
- $133,128,541,363
- Portfolio coverage rank
- 0.05%
- Share change
- -4,670,556
- Value change
- -$550,407,058
- Number of holders
- 1,465
Security identity
Issuer context
Latest holder snapshot
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Key facts
- WELL - WELLTOWER INC. - Common Stock is tracked under CUSIP 95040Q104.
- 1465 institutions reported positions in Q1 2026.
- 5 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 1,418 to 1,465 between Q4 2025 and Q1 2026.
- Reported value moved from $125,497,610,845 to $133,128,541,363.
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
Open SEC Evidence
Latest holder context comes from 1465 institutions filings for Q1 2026.
Security key
95040Q104
Latest holder period
Q1 2026
13F holders
1,465
13D/G owners
5
CIK / CUSIP context first
Open Q1 2026 holders
WELL full holder history
WELLTOWER INC. SEC filings
WELLTOWER INC. company facts
WELLTOWER INC. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 95040Q104:
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. | 5.2% | +5% | $7,479,832,053 | +$483,268,534 | 36,139,692 | +6.9% | Cohen & Steers, Inc. | 31 Mar 2026 |
| NORGES BANK | 4.9% | $4,957,755,912 | 32,249,762 | Norges Bank | 30 Jun 2025 |
As of 31 Mar 2026, 1,465 institutional investors reported holding 673,781,374 shares of WELLTOWER INC. - Common Stock (WELL). This represents 97% of the company’s total 697,677,452 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
70%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 11% | 74,003,756 | +1.7% | 0.26% | $14,631,282,547 |
| VANGUARD CAPITAL MANAGEMENT LLC | 6.5% | 45,352,434 | 0% | 0.22% | $8,966,629,726 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6% | 41,863,049 | 0% | 0.43% | $8,276,743,417 |
| STATE STREET CORP | 6% | 41,560,777 | -0.48% | 0.28% | $8,216,981,221 |
| COHEN & STEERS, INC. | 5.1% | 35,845,277 | +7% | 12% | $7,086,971,000 |
| Capital International Investors | 5.1% | 35,817,366 | -24% | 1.7% | $7,079,719,683 |
| FMR LLC | 3.2% | 22,175,983 | +6.5% | 0.23% | $4,384,413,530 |
| BANK OF AMERICA CORP /DE/ | 3.1% | 21,750,501 | +6.6% | 0.31% | $4,300,291,471 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.5% | 17,767,889 | +4.5% | 0.22% | $3,513,667,672 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 2.5% | 17,215,818 | +2.3% | 0.39% | $3,403,742,000 |
| WELLINGTON MANAGEMENT GROUP LLP | 2.4% | 16,950,076 | -9.1% | 0.63% | $3,351,199,526 |
| Capital World Investors | 1.8% | 12,722,329 | +18% | 0.34% | $2,515,331,667 |
| PRINCIPAL FINANCIAL GROUP INC | 1.4% | 9,606,655 | -4.8% | 1% | $1,899,340,506 |
| MORGAN STANLEY | 1.3% | 9,046,607 | -10% | 0.11% | $1,788,605,588 |
| NORTHERN TRUST CORP | 1.3% | 8,999,817 | +0.15% | 0.24% | $1,779,353,819 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.3% | 8,829,439 | +5% | 0.27% | $1,745,668,385 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1.3% | 8,768,922 | -4.9% | 1.6% | $1,733,703,568 |
| JPMORGAN CHASE & CO | 1.2% | 8,666,680 | +2.7% | 0.11% | $1,692,602,817 |
| DIMENSIONAL FUND ADVISORS LP | 1.2% | 8,345,022 | +0.7% | 0.34% | $1,649,843,512 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1.2% | 8,170,874 | +36257% | 0.34% | $1,615,463,500 |
| Legal & General Group Plc | 1% | 7,239,197 | -0.93% | 0.33% | $1,431,261,648 |
| GOLDMAN SACHS GROUP INC | 0.97% | 6,734,131 | +51% | 0.17% | $1,331,405,064 |
| Invesco Ltd. | 0.95% | 6,634,404 | -4.1% | 0.2% | $1,311,687,917 |
| Capital Research Global Investors | 0.94% | 6,534,932 | +2033% | 0.2% | $1,291,814,103 |
| Nuveen, LLC | 0.78% | 5,442,019 | +7.4% | 0.29% | $1,075,941,637 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
45
Latest
Q1 2026
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 673,781,374 | $133,128,541,363 | -$550,407,058 | $197.71 | 1,465 |
| 2025 Q4 | 676,302,086 | $125,497,610,845 | +$9,265,875,401 | $185.61 | 1,418 |
| 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 |
| 2020 Q2 | 367,915,331 | $19,032,903,829 | +$441,854,186 | $51.75 | 718 |
| 2020 Q1 | 371,439,719 | $17,003,425,829 | -$70,759,031 | $45.78 | 732 |
| 2019 Q4 | 369,556,848 | $30,217,123,855 | +$464,405,924 | $81.78 | 843 |
| 2019 Q3 | 363,104,189 | $32,911,453,517 | -$71,200,736 | $90.65 | 804 |
| 2019 Q2 | 364,349,270 | $29,714,129,415 | +$1,068,537,168 | $81.53 | 794 |
| 2019 Q1 | 354,467,887 | $27,505,702,648 | +$1,352,250,888 | $77.60 | 798 |
| 2018 Q4 | 337,035,539 | $23,389,301,345 | +$229,601,821 | $69.41 | 748 |
| 2018 Q3 | 333,628,221 | $21,455,411,240 | +$1,051,573,737 | $64.32 | 716 |
| 2018 Q2 | 317,364,293 | $19,897,041,796 | +$262,887,450 | $62.69 | 721 |
| 2018 Q1 | 313,853,799 | $17,085,048,016 | -$408,547,404 | $54.43 | 730 |
| 2017 Q4 | 320,551,299 | $20,440,654,507 | -$100,825,824 | $63.77 | 765 |
| 2017 Q3 | 321,403,186 | $22,589,351,115 | +$154,009,393 | $70.28 | 702 |
| 2017 Q2 | 319,770,477 | $23,929,448,558 | +$95,454,665 | $74.85 | 706 |
| 2017 Q1 | 318,480,549 | $22,553,546,206 | +$2,738,108,185 | $70.82 | 696 |
| 2016 Q4 | 313,967,298 | $21,011,268,034 | +$164,847,994 | $66.93 | 686 |
| 2016 Q3 | 313,336,806 | $23,417,583,758 | -$277,994,699 | $74.77 | 668 |
| 2016 Q2 | 317,055,409 | $24,147,537,190 | -$262,844,992 | $76.17 | 654 |
| 2016 Q1 | 320,858,730 | $22,238,601,342 | -$114,692,894 | $69.34 | 618 |
| 2015 Q4 | 320,555,861 | $21,808,810,359 | +$2,090,772,817 | $68.03 | 613 |
| 2015 Q3 | 287,218,972 | $19,447,394,310 | +$19,435,101,247 | $67.72 | 537 |
| 2015 Q2 | 0 | $0 | -$456,000 | $217.50 | 0 |
| 2015 Q1 | 5,890 | $456,000 | +$456,000 | $77.43 | 2 |