Comparable stake leader
BlackRock, Inc.
SEC ownership of WELLTOWER INC.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000766704.
Disclosed value leader
BlackRock, Inc.
Comparable rows
50/50
Latest evidence
20 Aug 2026
- Public ticker
- WELL on NYSE
- Parsed ownership sources
-
13F, 13D/G, and 3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
BlackRock, Inc.
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
50 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
BlackRock, Inc.
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
20 Aug 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0000766704
- Issuer location
- Toledo, OH
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of WELLTOWER INC. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
BlackRock, Inc.
Disclosed value leader
BlackRock, Inc.
Comparable rows
50/50
Latest evidence
20 Aug 2026
13F
13D/G
3/4/5
Lead comparable stake: 9.5%
13D/G row: BlackRock, Inc.
Showing 1-8 of 50 holder rows.
Quick read
BlackRock, Inc. leads the comparable SEC ownership view at 9.5%.
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens BlackRock, Inc.'s linked filing trail.
Comparable ownership
Top 5
BlackRock, Inc.
9.5%
VANGUARD CAPITAL MANAGEMENT LLC
7.6%
VANGUARD PORTFOLIO MANAGEMENT LLC
6%
COHEN & STEERS, INC.
4.9%
NORGES BANK
4.9%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| BlackRock, Inc. |
13F
13D/G
Company
|
9.5%
from 13D/G
|
$17,714,830,277
78,049,214 shares
|
— | 30 Jun 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC |
13F
13D/G
Company · Vanguard Capital Management
|
7.6%
from 13D/G
|
$10,467,623,529
46,118,974 shares
|
— | 30 Jun 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC |
13F
13D/G
Company · Vanguard Portfolio Management
|
6%
from 13D/G
|
$9,861,748,449
43,449,568 shares
|
— | 30 Jun 2026 |
| COHEN & STEERS, INC. |
13F
13D/G
Company
|
4.9%
from 13D/G
|
$8,357,326,000
36,821,274 shares
|
— | 30 Jun 2026 |
| NORGES BANK |
13D/G
13F
Company
|
4.9%
|
$4,957,755,912
32,249,762 shares
|
$0 | 30 Jun 2025 |
| Sergio D. Rivera |
3/4/5
Director
|
0%
|
$4,941,396
26,611 shares
|
— | 26 Feb 2026 |
| Dennis G. Lopez |
3/4/5
Director
|
0%
|
$4,221,090
18,598 shares
|
— | 20 Aug 2026 |
| Johnese Spisso |
3/4/5
Director
|
0%
|
$2,981,624
16,057 shares
|
— | 26 Feb 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to buying over the last 12 months. Net value: +$2,407,650.
Buys
$2,407,650
Insiders: 1
Sells
$0
Insiders: 0
Net
+$2,407,650
Shares: +10,000
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 10,000
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 10,000 | 0 | $2,407,650 | $0 | +$2,407,650 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-18 of 18 reporting-owner rows connected to WELLTOWER INC.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
18
Largest Forms 3/4/5 holder
Shankh Mitra
Net 12M change
+$2,407,650
Latest report
25 Aug 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Shankh Mitra | CEO, Director | $14,386,565 | Mixed | 31 May 2026 | ||
| Andrew Gundlach | Director | $13,918,450 | +$2,407,650 | +21% | Filing P/S | 25 Aug 2026 |
| Matthew Grant Mcqueen | Chief Legal Officer | $4,991,532 | Mixed | 13 Feb 2026 | ||
| Sergio D. Rivera | Director | $4,941,396 | Mixed | 26 Feb 2026 | ||
| Timothy McHugh | Co-President and CFO | $4,628,113 | Mixed | 13 Feb 2026 | ||
| Jeffrey H. Donahue | Director | $4,525,070 | Mixed | 03 Mar 2022 | ||
| Dennis G. Lopez | Director | $4,221,090 | Median | 20 Aug 2026 | ||
| Joshua Fieweger | SVP, Chief Accounting Officer | $4,002,400 | Mixed | 13 Feb 2026 | ||
| Johnese Spisso | Director | $2,981,624 | Mixed | 26 Feb 2026 | ||
| Kenneth J. Bacon | Director | $2,828,439 | Mixed | 01 May 2026 | ||
| Karen B. DeSalvo | Director | $2,296,909 | Mixed | 26 Feb 2026 | ||
| Diana W. Reid | Director | $940,160 | Mixed | 01 Mar 2024 | ||
| John F. Burkart | Vice Chairman and COO | $216,909 | Mixed | 13 Feb 2026 | ||
| Nikhil Chaudhri | Co-President and CIO | $59,241 | Mixed | 13 Feb 2026 | ||
| Philip L. Hawkins | Director | Mixed | 01 Mar 2024 | |||
| Kathryn M. Sullivan | Director | Mixed | 26 Feb 2026 | |||
| Ade J. Patton | Director | Mixed | 26 Feb 2026 | |||
| Ayesha Menon | EVP - Wellness Housing & Deve | Mixed | 23 Feb 2023 |
Recent insider transactions for WELLTOWER INC.
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Andrew Gundlach | WELL | Common Stock | Purchase | 9.09% | $605,150 | $242.06 | 2,500 | 30,000 | 26 Aug 2026 | ELLEN-MARIA GORRISSEN TRUST II U/A DATED JUNE 3, 1993 |
| Andrew Gundlach | WELL | Common Stock | Purchase | 10% | $605,150 | $242.06 | 2,500 | 27,500 | 26 Aug 2026 | ELLEN-MARIA GORRISSEN TRUST I U/A DATED JUNE 3, 1993 |
| Andrew Gundlach | WELL | Common Stock | Purchase | 11.1% | $598,675 | $239.47 | 2,500 | 25,000 | 25 Aug 2026 | ELLEN-MARIA GORRISSEN TRUST II U/A DATED JUNE 3, 1993 |
| Andrew Gundlach | WELL | Common Stock | Purchase | 12.5% | $598,675 | $239.47 | 2,500 | 22,500 | 25 Aug 2026 | ELLEN-MARIA GORRISSEN TRUST I U/A DATED JUNE 3, 1993 |
| Dennis G. Lopez | WELL | Common Stock | Award | 0.39% | 73 | 18,598 | 20 Aug 2026 | Direct | ||
| Shankh Mitra | WELL | Common Stock | Gift | -5.04% | -3,852 | 72,642 | 26 Jun 2026 | Direct | ||
| Shankh Mitra | WELL | Common Stock | Award | 0.02% | 17 | 76,494 | 31 May 2026 | Direct | ||
| Shankh Mitra | WELL | Common Stock | Gift | -0.21% | -162 | 76,477 | 27 May 2026 | Direct | ||
| Dennis G. Lopez | WELL | Common Stock | Award | 0.34% | 63 | 18,525 | 21 May 2026 | Direct | ||
| Kenneth J. Bacon | WELL | Common Stock | Conversion of derivative security | 22.5% | 2,627 | 14,306 | 01 May 2026 | Direct | ||
| Kenneth J. Bacon | WELL | OP Units | Conversion of derivative security | -42.2% | -2,627 | 3,591 | 01 May 2026 | Direct | ||
| Kathryn M. Sullivan | WELL | Other Stock Unit | Award | 1,056 | 1,056 | 26 Feb 2026 | Direct | |||
| Kathryn M. Sullivan | WELL | LTIP Units | Award | 1,056 | 1,056 | 26 Feb 2026 | Direct | |||
| Andrew Gundlach | WELL | Other Stock Unit | Award | 1,787 | 1,787 | 26 Feb 2026 | Direct | |||
| Andrew Gundlach | WELL | LTIP Units | Award | 1,787 | 1,787 | 26 Feb 2026 | Direct | |||
| Johnese Spisso | WELL | Common Stock | Award | 7.04% | 1,056 | 16,057 | 26 Feb 2026 | Direct | ||
| Sergio D. Rivera | WELL | Common Stock | Award | 4.13% | 1,056 | 26,611 | 26 Feb 2026 | Direct | ||
| Ade J. Patton | WELL | Other Stock Unit | Award | 1,056 | 1,056 | 26 Feb 2026 | Direct | |||
| Ade J. Patton | WELL | LTIP Units | Award | 1,056 | 1,056 | 26 Feb 2026 | Direct | |||
| Dennis G. Lopez | WELL | Common Stock | Award | 10.7% | 1,787 | 18,462 | 26 Feb 2026 | Direct | ||
| Karen B. DeSalvo | WELL | Common Stock | Award | 9.33% | 1,056 | 12,370 | 26 Feb 2026 | Direct | ||
| Kenneth J. Bacon | WELL | Other Stock Unit | Award | 1,056 | 1,056 | 26 Feb 2026 | Direct | |||
| Kenneth J. Bacon | WELL | LTIP Units | Award | 1,056 | 1,056 | 26 Feb 2026 | Direct | |||
| Shankh Mitra | WELL | Other Stock Units | Award | 470,270 | 470,270 | 13 Feb 2026 | Direct | |||
| Shankh Mitra | WELL | LTIP Units | Award | 470,270 | 276,735 | 13 Feb 2026 | Direct | |||
| Timothy G. McHugh | WELL | Other Stock Units | Award | 206,596 | 206,596 | 13 Feb 2026 | Direct | |||
| Timothy G. McHugh | WELL | LTIP Units | Award | 206,596 | 131,332 | 13 Feb 2026 | Direct | |||
| Nikhil Chaudhri | WELL | Other Stock Units | Award | 107,788 | 107,788 | 13 Feb 2026 | Direct | |||
| Nikhil Chaudhri | WELL | LTIP Units | Award | 107,788 | 65,666 | 13 Feb 2026 | Direct | |||
| John F. Burkart | WELL | Other Stock Units | Award | 195,846 | 195,846 | 13 Feb 2026 | Direct | |||
| John F. Burkart | WELL | LTIP Units | Award | 195,846 | 131,332 | 13 Feb 2026 | Direct | |||
| Matthew Grant Mcqueen | WELL | Common Stock | Gift | -1.97% | -541 | 26,881 | 13 Feb 2026 | Direct | ||
| Matthew Grant Mcqueen | WELL | Other Stock Units | Award | 74,079 | 74,079 | 13 Feb 2026 | Direct | |||
| Matthew Grant Mcqueen | WELL | LTIP Units | Award | 74,079 | 37,523 | 13 Feb 2026 | Direct | |||
| Joshua Fieweger | WELL | Other Stock Units | Award | 19,928 | 19,928 | 13 Feb 2026 | Direct | |||
| Joshua Fieweger | WELL | LTIP Units | Award | 19,928 | 9,381 | 13 Feb 2026 | Direct | |||
| Joshua Fieweger | WELL | Common Stock | Tax liability | -0.58% | -124 | 21,269 | 15 Jan 2026 | Direct | ||
| Dennis G. Lopez | WELL | Common Stock | Award | 0.34% | 57 | 16,675 | 31 Dec 2025 | Direct | ||
| Andrew Gundlach | WELL | Other Stock Unit | Award | 49 | 49 | 31 Dec 2025 | Direct | |||
| Andrew Gundlach | WELL | LTIP Units | Award | 49 | 49 | 31 Dec 2025 | Direct | |||
| Timothy McHugh | WELL | Common Stock | Gift | -2.09% | -500 | 23,398 | 16 Dec 2025 | Direct | ||
| Matthew Grant Mcqueen | WELL | Common Stock | Award | 0.26% | 71 | 27,422 | 28 Nov 2025 | Direct | ||
| Joshua Fieweger | WELL | Common Stock | Award | -0.25% | -53 | 21,393 | 28 Nov 2025 | Direct | ||
| Timothy McHugh | WELL | Common | Award | 0.22% | 53 | 23,898 | 28 Nov 2025 | Direct | ||
| John F. Burkart | WELL | Common Stock | Award | 2.43% | 39 | 1,644 | 28 Nov 2025 | Direct | ||
| Nikhil Chaudhri | WELL | Common Stock | Award | 7.42% | 31 | 449 | 28 Nov 2025 | Direct | ||
| Shankh Mitra | WELL | Common Stock | Award | 0.08% | 64 | 77,339 | 28 Nov 2025 | Direct | ||
| Dennis G. Lopez | WELL | Common Stock | Award | 0.37% | 62 | 16,618 | 20 Nov 2025 | Direct | ||
| Matthew Grant Mcqueen | WELL | Other Stock Units | Award | 271,367 | 271,367 | 30 Oct 2025 | Direct | |||
| Matthew Grant Mcqueen | WELL | LTIP Units | Award | 271,367 | 271,367 | 30 Oct 2025 | Direct |
* marks a reported price that did not pass the local price check.