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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Anchor Investment Management, Llc | Buy | +15 | +4.3% | 366 | $83.02K | Q2 2026 | Sep 15, 2026 |
| Manufacturers Life Insurance Company, The | Sell | -17,860 | -4.2% | 403,898 | $91.67M | Q2 2026 | Sep 09, 2026 |
| Integrated Wealth Concepts Llc | Sell | -210 | -2.0% | 10,374 | $2.35M | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Buy | +199 | +9.8% | 2,233 | $506.82K | Q2 2026 | Sep 04, 2026 |
| Citadel Advisors Llc | Sell | -1,086,389 | -65.9% | 561,228 | $127.38M | Q2 2026 | Sep 02, 2026 |
| Allianz Asset Management Gmbh | Sell | -6,074 | -0.8% | 742,978 | $168.63M | Q2 2026 | Sep 02, 2026 |
| Brown, Lisle/Cummings, Inc. | Sell | -9 | -2.9% | 301 | $68.32K | Q2 2026 | Sep 02, 2026 |
| Cornerstone Financial Management Llc | Buy | +45 | +3.5% | 1,318 | $299.15K | Q2 2026 | Aug 28, 2026 |
| Corient Private Wealth Llc | Sell | -7,315 | -6.7% | 101,833 | $23.11M | Q2 2026 | Aug 27, 2026 |
| Groupe La Francaise | Buy | +63,338 | — | 63,338 | $14.38M | Q2 2026 | Aug 25, 2026 |
| California State Teachers Retirement System | Buy | +40,068 | +3.9% | 1,075,391 | $244.08M | Q2 2026 | Aug 24, 2026 |
| Cyber Hornet Etfs Llc | Buy | +32 | +1.7% | 1,920 | $435.78K | Q2 2026 | Aug 24, 2026 |
| Assenagon Asset Management S.A. | Sell | -1,122 | -4.7% | 22,863 | $5.19M | Q2 2026 | Aug 21, 2026 |
| Harvest Fund Management Co., Ltd | Sell | -556 | -16.7% | 2,769 | $628.00K | Q2 2026 | Aug 20, 2026 |
| Clifford Swan Investment Counsel Llc | Sell | -61 | -3.6% | 1,612 | $365.79K | Q2 2026 | Aug 20, 2026 |
| Rehmann Capital Advisory Group | Buy | +39 | +1.1% | 3,681 | $835.62K | Q2 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Buy | +2,355 | +1.7% | 140,565 | $31.90M | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Buy | +1,526 | +20.9% | 8,824 | $2.00M | Q2 2026 | Aug 19, 2026 |
| Stock Yards Bank & Trust Co | Sell | -310 | -11.0% | 2,514 | $570.60K | Q2 2026 | Aug 19, 2026 |
| Rakuten Investment Management, Inc. | Buy | +12,398 | +12.0% | 115,381 | $26.28M | Q2 2026 | Aug 18, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +3,900 | +23.8% | 20,305 | $4.61M | Q2 2026 | Aug 18, 2026 |
| Concorde Asset Management, Llc | Buy | +1,384 | — | 1,384 | $314.17K | Q2 2026 | Aug 18, 2026 |
| 49 Wealth Management, Llc | Buy | +1,305 | — | 1,305 | $296.26K | Q2 2026 | Aug 18, 2026 |
| Livforsakringsbolaget Skandia, Omsesidigt | Sell | -500 | -8.8% | 5,213 | $1.18M | Q2 2026 | Aug 18, 2026 |
| Glenview Trust Co | Sell | -25 | -0.6% | 3,877 | $879.96K | Q2 2026 | Aug 18, 2026 |
| Jdm Financial Group Llc | Buy | +10 | — | 10 | $2.27K | Q2 2026 | Aug 18, 2026 |
| Jefferies Financial Group Inc. | Buy | +137,163 | +2388.8% | 142,905 | $32.44M | Q2 2026 | Aug 17, 2026 |
| Adelante Capital Management Llc | Sell | -56,610 | -5.5% | 972,469 | $220.72M | Q2 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Buy | +31,386 | +122.6% | 56,980 | $12.93M | Q2 2026 | Aug 17, 2026 |
| Empowered Funds, Llc | Buy | +14,690 | +34.5% | 57,241 | $12.99M | Q2 2026 | Aug 17, 2026 |
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.
Related WELL Institutional Insights
- WELL Overview
- WELL 13F Institutional Holders
- WELL Top Institutional Shareholders
- 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
- WELL Articles
- Top Institutional Investor Stock Rankings