Welltower WELL Institutional Ownership

NYSE WELL

$230.51 -2.39 (-1.03%)

As of: Sep 30, 2026 · 3:59 PM EDT

Institutions by Trading Activity

1,586 Institutions

Increased 878 55.4%

Unchanged 234 14.8%

Reduced 474 29.9%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

101.12%

▲+5.25 pp QoQ

Shares Held by Institutions

717.68Mn

of 709.73Mn outstanding

▲+7.37% QoQ

Shares Outstanding

709.73Mn

-7.94Mn held outside 13F filers

Institutional Investors

1,586

filed 13F for Jun 2026

▲+105 vs prior quarter

Net Shares Added (QoQ)

+49.25Mn

accumulated since last quarter

Value of Holdings

$167.19Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Welltower Inc. (NYSE:WELL) has 1,586 institutional investors that have filed 13F reports for the period ending June 2026.

These investors held 101.1% of outstanding shares in June 2026, up from 95.9% in March 2026.
Their total shares held in WELL increased 7.37% from the prior quarter, while the number of investors in Welltower increased 26.17% year over year.
During the quarter, 878 of these 1,586 funds increased positions in WELL, 474 reduced exposure, and 234 held steady.
The aggregate institutional position in Welltower amounted to 717.68Mn shares as of June 2026, up by 49.25Mn shares quarter on quarter, and up 78.37Mn shares year over year.
BlackRock, Inc. leads ownership in WELL with 78.05Mn shares as of June 30, 2026, equal to 11.0% of outstanding shares.
Top purchasers of WELL stock for the quarter ending June 2026 included NORGES BANK (18.15Mn), Sixth Street Partners Management Company, L.P. (9.39Mn), Capital World Investors (7.31Mn), BlackRock, Inc. (4.05Mn), Capital International Investors (3.68Mn).
Top sellers of WELL stock for the quarter ending June 2026 included FMR LLC (2.72Mn), Bank Of America Corp /De/ (2.25Mn), WELLINGTON MANAGEMENT GROUP LLP (1.77Mn), PGGM Investments (1.3Mn), D. E. Shaw & Co., Inc. (1.15Mn).
Per Business Quant, the top 10 investors in WELL for the quarter ending June 2026 include BlackRock, Inc. (78.05Mn), VANGUARD CAPITAL MANAGEMENT LLC (46.12Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (43.45Mn), State Street Corp (42.14Mn), Capital International Investors (39.5Mn), Cohen & Steers, Inc. (36.82Mn), Capital World Investors (20.03Mn), Bank Of America Corp /De/ (19.5Mn), FMR LLC (19.45Mn), PRICE T ROWE ASSOCIATES INC /MD/ (18.49Mn).

Form 13F Holdings

1,585 Institutional Holders

Report period 30 Jun, 2026

Total shares held 717.68Mn

Of outstanding 101.12%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	78,049,214	11.00%	▲4,045,458	+5.47%	$17.71Bn
2	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	46,118,974	6.50%	▲766,540	+1.69%	$10.47Bn
3	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	43,449,568	6.12%	▲1,586,519	+3.79%	$9.86Bn
4	State Street Corp	0000093751	42,138,810	5.94%	▲578,033	+1.39%	$9.56Bn
5	Capital International Investors	0001562230	39,500,055	5.57%	▲3,682,689	+10.28%	$8.97Bn
6	Cohen & Steers, Inc.	0001284812	36,821,274	5.19%	▲975,997	+2.72%	$8.36Mn
7	Capital World Investors	0001422849	20,028,842	2.82%	▲7,306,513	+57.43%	$4.55Bn
8	Bank Of America Corp /De/	0000070858	19,496,361	2.75%	▼2,254,140	-10.36%	$4.43Bn
9	FMR LLC	0000315066	19,451,466	2.74%	▼2,724,517	-12.29%	$4.41Bn
10	PRICE T ROWE ASSOCIATES INC /MD/	0000080255	18,490,213	2.61%	▲1,274,395	+7.40%	$4.20Mn
11	NORGES BANK	0001374170	18,146,984	2.56%	▲18,146,984	0.00%	$4.12Bn
12	GEODE CAPITAL MANAGEMENT, LLC	0001214717	17,685,516	2.49%	▼82,373	-0.46%	$4.00Bn
13	WELLINGTON MANAGEMENT GROUP LLP	0000902219	15,179,324	2.14%	▼1,770,752	-10.45%	$3.45Bn
14	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	0001694217	10,624,243	1.50%	▲1,855,321	+21.16%	$2.41Bn
15	Principal Financial Group Inc	0001126328	9,814,621	1.38%	▲207,966	+2.16%	$2.23Bn
16	Morgan Stanley	0000895421	9,762,078	1.38%	▲715,471	+7.91%	$2.22Bn
17	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	9,394,281	1.32%	▲564,842	+6.40%	$2.13Bn
17	Sixth Street Partners Management Company, L.P.	0001812095	9,394,281	1.32%	▲9,394,281	0.00%	$2.13Bn
18	Northern Trust Corp	0000073124	9,292,543	1.31%	▲292,726	+3.25%	$2.11Bn
19	Jpmorgan Chase & Co	0000019617	8,588,951	1.21%	▼77,729	-0.90%	$1.96Bn

Showing 1 to 20 of 1,585 holders