WELLTOWER INC (WELL) Institutional Shareholders

WELLTOWER INC (WELL) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $119.23B in WELL holdings during the latest filing period.

Blackrock, Inc. is currently the largest disclosed institutional shareholder of WELL tracked by InsiderSet, reporting ownership valued at approximately $14.63B in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $17.35B, representing an estimated gain of +18.58% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 55% of the total disclosed WELL value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Vanguard Capital Management Llc, Vanguard Portfolio Management Llc, and several other long-term asset managers with concentrated positions in WELLTOWER INC (WELL).

This page ranks the largest institutional WELL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

1,501

Total Reported Value

$119.23B

Largest Holder

Blackrock, Inc.

Largest Position

$14.63B

Insider Transactions (90d)

4

Latest Filing Quarter

Q2 2026

New Institutional Positions

76

Funds Exiting Positions

0

Page 1 of 31
NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Blackrock, Inc.0.26%74,003,756$14,631,282,547$17,349,440,557+$2,718,158,010+18.58%
Vanguard Capital Management Llc0.22%45,352,434$8,966,629,726$10,632,424,627+$1,665,794,901+18.58%
Vanguard Portfolio Management Llc0.44%41,863,049$8,276,743,417$9,814,373,208+$1,537,629,791+18.58%
State Street Corp0.28%41,560,777$8,216,981,221$9,743,508,560+$1,526,527,339+18.58%
Capital International Investors1.66%35,817,366$7,079,719,683$8,397,023,285+$1,317,303,602+18.61%
Fmr Llc0.23%22,175,983$4,384,413,530$5,198,937,455+$814,523,925+18.58%
Bank Of America Corp0.31%21,750,501$4,300,291,471$5,099,187,454+$798,895,983+18.58%
Geode Capital Management, Llc0.22%17,767,889$3,513,667,672$4,165,503,897+$651,836,225+18.55%
Wellington Management Group Llp0.63%16,950,076$3,351,199,526$3,973,775,817+$622,576,291+18.58%
Capital World Investors0.34%12,722,329$2,515,331,667$2,982,622,811+$467,291,144+18.58%
Principal Financial Group Inc1.01%9,606,655$1,899,340,506$2,252,184,198+$352,843,692+18.58%
Morgan Stanley0.11%9,046,607$1,788,605,588$2,120,886,545+$332,280,957+18.58%
Northern Trust Corp0.24%8,999,817$1,779,353,819$2,109,917,097+$330,563,278+18.58%
Charles Schwab Investment Management Inc0.27%8,829,439$1,745,668,385$2,069,973,679+$324,305,294+18.58%
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main1.58%8,768,922$1,733,703,568$2,055,786,074+$322,082,506+18.58%
Dimensional Fund Advisors Lp0.34%8,345,022$1,649,843,512$1,956,406,958+$306,563,446+18.58%
Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc0.34%8,170,874$1,615,463,500$1,915,579,701+$300,116,201+18.58%
Legal & General Group Plc0.33%7,239,197$1,431,261,648$1,697,157,345+$265,895,697+18.58%
Goldman Sachs Group Inc0.17%6,734,131$1,331,405,064$1,578,749,672+$247,344,608+18.58%
Invesco Ltd.0.20%6,634,404$1,311,687,917$1,555,369,674+$243,681,757+18.58%
Capital Research Global Investors0.20%6,534,932$1,291,814,103$1,532,049,458+$240,235,355+18.60%
Nuveen, Llc0.29%5,442,019$1,075,941,637$1,275,826,934+$199,885,297+18.58%
Centersquare Investment Management Llc10.72%5,242,709$1,036,535,996$1,229,100,698+$192,564,702+18.58%
Deutsche Bank Ag\0.34%5,144,394$1,017,098,137$1,206,051,729+$188,953,592+18.58%
Daiwa Securities Group Inc.2.23%4,076,713$925,291,549$955,744,596+$30,453,047+3.29%
Bank Of New York Mellon Corp0.14%3,972,536$785,410,111$931,321,340+$145,911,229+18.58%
Vanguard Fiduciary Trust Co0.20%3,926,660$776,339,949$920,566,170+$144,226,221+18.58%
Sumitomo Mitsui Trust Group, Inc.0.41%3,150,763$715,128,678$738,664,878+$23,536,200+3.29%
Resolution Capital Ltd14.99%3,605,925$712,927,432$845,373,057+$132,445,625+18.58%
Ameriprise Financial Inc0.16%3,560,107$694,793,170$834,631,485+$139,838,315+20.13%
Amundi0.18%3,331,121$658,595,934$780,948,007+$122,352,073+18.58%
Hsbc Holdings Plc0.38%3,231,108$639,047,876$757,500,960+$118,453,084+18.54%
Wcm Investment Management, Llc1.45%3,256,983$636,088,780$763,567,095+$127,478,315+20.04%
Prudential Financial Inc0.74%3,035,898$600,227,394$711,735,927+$111,508,533+18.58%
Cbre Investment Management Listed Real Assets Llc8.81%3,006,833$594,480,952$704,921,929+$110,440,977+18.58%
Russell Investments Group, Ltd.0.61%2,869,519$567,016,735$672,730,034+$105,713,299+18.64%
Sei Investments Co0.48%2,658,479$525,607,436$623,253,817+$97,646,381+18.58%
Duff & Phelps Investment Management Co5.40%2,632,540$520,479,483$617,172,678+$96,693,195+18.58%
Ubs Group Ag0.09%2,464,410$487,238,502$577,756,280+$90,517,778+18.58%
Mitsubishi Ufj Asset Management Co., Ltd.0.28%2,137,546$422,614,220$501,126,284+$78,512,064+18.58%
D. E. Shaw & Co., Inc.0.32%2,079,154$411,069,537$487,436,864+$76,367,327+18.58%
Canada Pension Plan Investment Board0.26%2,027,043$400,766,672$475,219,961+$74,453,289+18.58%
Aberdeen Group Plc0.56%1,760,904$399,672,380$412,826,334+$13,153,954+3.29%
Nordea Investment Management Ab0.37%2,030,294$398,729,439$475,982,125+$77,252,686+19.37%
Swiss National Bank0.23%2,014,200$398,227,482$472,209,048+$73,981,566+18.58%
National Pension Service0.29%1,953,024$386,132,375$457,866,947+$71,734,572+18.58%
Alliancebernstein L.P.0.12%2,035,089$377,732,869$477,106,265+$99,373,396+26.31%
Apg Asset Management Us Inc.2.59%1,692,393$336,549,272$396,764,615+$60,215,343+17.89%
Barclays Plc0.12%1,695,631$335,243,203$397,523,732+$62,280,529+18.58%
Citadel Advisors Llc0.23%1,647,617$325,750,357$386,267,329+$60,516,972+18.58%

Frequently asked questions about WELL

  • Who owns the most WELL stock?

    The largest holders of WELL are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for WELLTOWER INC (WELL).

  • Is WELL widely held by superinvestors?

    Many widely followed stocks like WELL appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly WELL is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.