WELLTOWER INC (WELL) Institutional Ownership
WELL is currently held by 1 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $3.85M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.
The largest disclosed holder is Sequoia Financial Advisors, which reported ownership valued at approximately $3.85M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Sequoia Financial Advisors's WELL position is now estimated to be worth approximately $4.02M, representing an estimated gain of +4.47% since the filing period.
Major shareholders tracked on this page include Sequoia Financial Advisors, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.
This page tracks fund ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward WELLTOWER INC (WELL).
Institutional Ownership Trend
| Portfolio quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q1 2026 | 1 | $3,850,888 | 19,477 |
| Q4 2025 | 2 | $35,649,209 | 192,065 |
| Q3 2025 | 2 | $67,640,945 | 379,707 |
| Q2 2025 | 2 | $66,739,808 | 434,137 |
| Q1 2025 | 2 | $166,837,467 | 1,088,946 |
| Q4 2024 | 2 | $79,637,579 | 631,894 |
| Q3 2024 | 2 | $65,396,050 | 510,787 |
| Q2 2024 | 2 | $59,292,852 | 568,756 |
| Q1 2024 | 2 | $756,279 | 427,337 |
| Q4 2023 | 2 | $879,604 | 75,352 |
| Q3 2023 | 1 | $522,015 | 6,372 |
| Q2 2023 | 1 | $505,799 | 6,253 |
Related WELL Institutional Insights:
- WELL Institutional Ownership & Insiders Activity
- WELL Institutional Ownership & 13F Activity
- WELL Top Institutional Shareholders
- WELL Institutional Buying Activity
- WELL Institutional Selling Activity
- Real Estate Sector Institutional Ownership
- Real Estate Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Real Estate Stocks By Institutional Investors
- Most Sold Real Estate Stocks By Institutional Investors
- WELL Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings