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WELL — WELLTOWER INC

Reported value held$83.12B
Funds holding (latest)51
SectorReal Estate

Index member: S&P 500

Funds holding (Q2 2026)47
Institutional value$65.74B · 309.23M sh
New / Add / Cut / Exit3 / 21 / 21 / 1
Top-5 / Top-10 concentration53.6% / 74.9%
Institutional holdings change Accumulating +9.0% (+25.55M sh)
Institutional value change Up +25.3%

As of Q2 2026, 47 SEC-registered investment managers reported holding WELL (WELLTOWER INC) in their latest 13F filings, with a combined reported value of $65.74B across 309.23M shares. That is +9.0% by share count (+25.55M shares) versus the previous quarter, while reported value moved +25.3%. Ownership is concentrated: the five largest holders account for 53.6% of reported value and the top ten for 74.9%.

Compared with the prior quarter, 3 opened new positions, 21 added to existing stakes, 21 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

WELL is a constituent of the S&P 500 and is classified in the Real Estate sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
BlackRock Inc history Q2 2026 78.05M $17.71B 0.28% Add
Vanguard Group history Q4 2025 92.42M $17.15B 0.25% Add
Capital World Investors history Q2 2026 20.03M $4.55B 0.57% Add
Bank of America Corp history Q2 2026 19.50M $4.43B 0.29% Reduce
Fidelity Management & Research (FMR) history Q2 2026 19.45M $4.41B 0.21% Reduce
Norges Bank Investment Management history Q2 2026 18.15M $4.12B 0.41% Reduce
Geode Capital Management history Q2 2026 17.69M $4.00B 0.21% Hold
Wellington Management Group history Q2 2026 15.18M $3.45B 0.63% Reduce
Principal Global Investors history Q2 2026 9.81M $2.23B 1.09% Add
Morgan Stanley history Q2 2026 9.76M $2.22B 0.12% Add
Charles Schwab Investment Management history Q2 2026 9.39M $2.13B 0.28% Add
Northern Trust Corp history Q2 2026 9.29M $2.11B 0.25% Add
Goldman Sachs Group history Q2 2026 8.97M $2.04B 0.18% Add
Legal & General Investment Management America history Q2 2026 7.05M $1.60B 0.33% Reduce
Capital Research Global Investors history Q2 2026 6.89M $1.56B 0.23% Add
Invesco Ltd history Q2 2026 6.57M $1.49B 0.12% Reduce
Amundi US history Q2 2026 5.34M $1.21B 0.30% Add
Deutsche Bank AG history Q2 2026 4.98M $1.13B 0.35% Reduce
BNY Mellon history Q2 2026 4.05M $919.38M 0.15% Add
Prudential Financial history Q2 2026 3.03M $688.10M 0.75% Hold

View all 51 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
BlackRock Inc — — — — — — — — — — — — 61.54M 64.90M 65.62M 66.55M 69.42M 72.78M 74.00M 78.05M
Capital World Investors — — — — — — — — — — — — — — — 1.59M 4.25M 10.74M 12.72M 20.03M
Bank of America Corp 2.35M 2.49M 1.79M 4.29M 4.15M 2.67M 3.11M 2.25M 3.19M 14.94M 16.38M 17.85M 17.05M 18.71M 20.37M 19.01M 19.38M 20.40M 21.75M 19.50M
Fidelity Management & Research (FMR) 11.84M 15.71M 19.27M 19.06M 15.54M 15.81M 16.38M 14.50M 14.31M 12.09M 11.49M 10.45M 14.43M 15.78M 17.54M 18.32M 19.89M 20.82M 22.18M 19.45M
Norges Bank Investment Management — — — — — 16.85M — — — 27.20M — 32.91M — 31.29M — 31.90M — 29.45M — 18.15M
Geode Capital Management 8.71M 9.15M 9.43M 9.95M 10.21M 10.55M 10.79M 11.52M 12.12M 13.19M 13.78M 13.09M 12.91M 13.56M 14.29M 15.01M 16.23M 17.01M 17.77M 17.69M
Wellington Management Group 4.36M 4.10M 13.80M 18.03M 25.91M 24.07M 23.44M 27.10M 26.82M 16.24M 16.64M 16.89M 18.69M 18.68M 21.29M 20.17M 20.02M 18.65M 16.95M 15.18M
Principal Global Investors 5.82M 4.57M 4.53M 4.62M 6.85M 10.23M 10.36M 10.33M 12.93M 13.01M 12.46M 12.44M 12.17M 11.91M 11.46M 10.43M 10.18M 10.09M 9.61M 9.81M
Morgan Stanley 4.37M 4.94M 5.03M 6.42M 6.55M 6.47M 6.36M 6.38M 6.59M 6.60M 7.39M 7.37M 7.19M 7.07M 9.18M 8.81M 9.59M 10.07M 9.05M 9.76M
Charles Schwab Investment Management 3.91M 4.11M 4.25M 4.40M 4.57M 4.79M 4.86M 5.12M 5.39M 5.87M 6.01M 6.02M 6.07M 6.08M 6.96M 7.33M 7.98M 8.41M 8.83M 9.39M
Northern Trust Corp 6.82M 6.73M 6.68M 6.57M 6.64M 6.58M 6.55M 6.49M 6.61M 5.49M 5.43M 5.71M 5.49M 8.43M 8.47M 8.82M 9.11M 8.99M 9.00M 9.29M
Goldman Sachs Group 1.79M 3.13M 2.01M 1.94M 2.25M 1.79M 1.88M 2.71M 2.98M 4.30M 3.46M 3.90M 4.03M 3.70M 4.73M 6.15M 6.14M 4.90M 7.39M 8.97M
Legal & General Investment Management America 5.29M 5.37M 5.54M 6.08M 5.89M 5.85M 6.24M 6.58M 6.63M 8.14M 8.36M 8.37M 8.14M 6.89M 7.01M 7.30M 6.72M 7.31M 7.24M 7.05M
Capital Research Global Investors — — — — — — — — — — — 652.25K 663.95K 678.94K 570.00K 306.31K 306.31K 306.31K 6.53M 6.89M
Invesco Ltd 8.42M 8.30M 6.92M 7.46M 5.98M 4.57M 6.61M 6.91M 8.49M 7.63M 7.25M 6.88M 7.42M 7.42M 7.09M 7.30M 7.01M 6.92M 6.63M 6.57M
Amundi US 1.18M 1.44M 1.72M 1.64M 2.68M 2.74M 2.58M 2.64M 2.63M 2.64M 3.23M 3.08M 3.18M 3.77M 3.80M 4.06M 4.15M 3.50M 3.33M 5.34M
Deutsche Bank AG 4.87M 5.07M 5.10M 4.67M 1.37M 935.98K 4.93M 5.72M 4.26M 5.28M 5.42M 5.51M 4.75M 5.00M 5.12M 4.70M 4.75M 5.76M 5.14M 4.98M
BNY Mellon 4.17M 3.93M 3.98M 4.06M 4.10M 4.19M 4.06M 4.04M 3.97M 3.99M 3.89M 4.03M 3.77M 3.88M 3.89M 4.02M 4.01M 4.03M 3.97M 4.05M
Prudential Financial 2.96M 2.82M 2.86M 3.34M 2.96M 3.52M 3.12M 3.00M 2.90M 2.73M 2.80M 2.57M 2.96M 2.78M 2.51M 2.77M 3.11M 2.93M 3.04M 3.03M
CPP Investments 1.40M 1.51M 1.83M 1.71M 1.63M 1.38M 1.36M 1.37M 1.38M 1.57M 1.70M 2.11M 2.14M 1.22M 96.66K 399.94K 471.24K 916.02K 2.03M 2.33M

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