WELLTOWER INC (WELL) Institutional Ownership Changes & 13F Activity

WELLTOWER INC (WELL). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Citadel Advisors Llc, Jefferies Financial Group Inc., Groupe La Francaise, Adelante Capital Management Llc, and California State Teachers Retirement System.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Anchor Investment Management, LlcBuy+15+4.3%366$83.02KQ2 2026Sep 15, 2026
Manufacturers Life Insurance Company, TheSell-17,860-4.2%403,898$91.67MQ2 2026Sep 09, 2026
Integrated Wealth Concepts LlcSell-210-2.0%10,374$2.35MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+199+9.8%2,233$506.82KQ2 2026Sep 04, 2026
Citadel Advisors LlcSell-1,086,389-65.9%561,228$127.38MQ2 2026Sep 02, 2026
Allianz Asset Management GmbhSell-6,074-0.8%742,978$168.63MQ2 2026Sep 02, 2026
Brown, Lisle/Cummings, Inc.Sell-9-2.9%301$68.32KQ2 2026Sep 02, 2026
Cornerstone Financial Management LlcBuy+45+3.5%1,318$299.15KQ2 2026Aug 28, 2026
Corient Private Wealth LlcSell-7,315-6.7%101,833$23.11MQ2 2026Aug 27, 2026
Groupe La FrancaiseBuy+63,33863,338$14.38MQ2 2026Aug 25, 2026
California State Teachers Retirement SystemBuy+40,068+3.9%1,075,391$244.08MQ2 2026Aug 24, 2026
Cyber Hornet Etfs LlcBuy+32+1.7%1,920$435.78KQ2 2026Aug 24, 2026
Assenagon Asset Management S.A.Sell-1,122-4.7%22,863$5.19MQ2 2026Aug 21, 2026
Harvest Fund Management Co., LtdSell-556-16.7%2,769$628.00KQ2 2026Aug 20, 2026
Clifford Swan Investment Counsel LlcSell-61-3.6%1,612$365.79KQ2 2026Aug 20, 2026
Rehmann Capital Advisory GroupBuy+39+1.1%3,681$835.62KQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+2,355+1.7%140,565$31.90MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+1,526+20.9%8,824$2.00MQ2 2026Aug 19, 2026
Stock Yards Bank & Trust CoSell-310-11.0%2,514$570.60KQ2 2026Aug 19, 2026
Rakuten Investment Management, Inc.Buy+12,398+12.0%115,381$26.28MQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcBuy+3,900+23.8%20,305$4.61MQ2 2026Aug 18, 2026
Concorde Asset Management, LlcBuy+1,3841,384$314.17KQ2 2026Aug 18, 2026
49 Wealth Management, LlcBuy+1,3051,305$296.26KQ2 2026Aug 18, 2026
Livforsakringsbolaget Skandia, OmsesidigtSell-500-8.8%5,213$1.18MQ2 2026Aug 18, 2026
Glenview Trust CoSell-25-0.6%3,877$879.96KQ2 2026Aug 18, 2026
Jdm Financial Group LlcBuy+1010$2.27KQ2 2026Aug 18, 2026
Jefferies Financial Group Inc.Buy+137,163+2388.8%142,905$32.44MQ2 2026Aug 17, 2026
Adelante Capital Management LlcSell-56,610-5.5%972,469$220.72MQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+31,386+122.6%56,980$12.93MQ2 2026Aug 17, 2026
Empowered Funds, LlcBuy+14,690+34.5%57,241$12.99MQ2 2026Aug 17, 2026
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Frequently asked questions about WELL activity

  • Which institutional owners are buying WELL?

    Institutional owners buying WELL include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in WELL activity?

    "Buy" means an investor increased their reported position in WELL compared to the prior reporting period. This reflects growing exposure to WELLTOWER INC (WELL) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in WELL increasing?

    Institutional interest in WELL can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.