WELL Institutional Ownership & Shareholders
WELLTOWER INC (WELL) is currently held by 1,571 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $159.88B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of WELL tracked by InsiderSet, reporting ownership valued at approximately $17.71B in its June 30, 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 $17.60B, representing an estimated loss of -0.66% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 52% 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
1,571
Total Reported Value
$159.88B
Largest Holder
Blackrock, Inc.
Largest Position
$17.71B
Insider Transactions (90d)
3
Latest Filing Quarter
Q2 2026
New Institutional Positions
59
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.26% | 78,049,214 | $17,714,830,277 | $17,597,756,281 | -$117,073,996 | -0.66% | |
| Vanguard Capital Management Llc | 0.22% | 46,118,974 | $10,467,623,529 | $10,398,445,068 | -$69,178,461 | -0.66% | |
| Vanguard Portfolio Management Llc | 0.44% | 43,449,568 | $9,861,748,449 | $9,796,574,097 | -$65,174,352 | -0.66% | |
| State Street Corp | 0.28% | 42,138,810 | $9,564,245,706 | $9,501,037,491 | -$63,208,215 | -0.66% | |
| Capital International Investors | 1.85% | 39,500,055 | $8,965,880,965 | $8,906,077,401 | -$59,803,564 | -0.67% | |
| Cohen & Steers, Inc. | 13.22% | 36,821,274 | $8,357,326,000 | $8,302,092,649 | -$55,233,351 | -0.66% | |
| Capital World Investors | 0.54% | 20,028,842 | $4,545,947,796 | $4,515,903,006 | -$30,044,790 | -0.66% | |
| Bank Of America Corp | 0.29% | 19,496,361 | $4,425,089,044 | $4,395,844,515 | -$29,244,529 | -0.66% | |
| Fmr Llc | 0.19% | 19,451,466 | $4,414,899,190 | $4,385,722,039 | -$29,177,151 | -0.66% | |
| Price T Rowe Associates Inc | 0.42% | 18,490,213 | $4,196,725,000 | $4,168,988,325 | -$27,736,675 | -0.66% | |
| Norges Bank | 0.41% | 18,146,984 | $4,118,820,958 | $4,091,600,482 | -$27,220,476 | -0.66% | |
| Geode Capital Management, Llc | 0.21% | 17,685,516 | $3,997,030,914 | $3,987,553,293 | -$9,477,621 | -0.24% | |
| Wellington Management Group Llp | 0.59% | 15,179,324 | $3,445,251,168 | $3,422,482,182 | -$22,768,986 | -0.66% | |
| Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main | 1.89% | 10,624,243 | $2,411,384,433 | $2,395,448,069 | -$15,936,364 | -0.66% | |
| Principal Financial Group Inc | 1.09% | 9,814,621 | $2,227,641,548 | $2,212,902,597 | -$14,738,951 | -0.66% | |
| Morgan Stanley | 0.12% | 9,762,078 | $2,215,699,581 | $2,201,055,727 | -$14,643,854 | -0.66% | |
| Charles Schwab Investment Management Inc | 0.28% | 9,394,281 | $2,132,219,959 | $2,118,128,537 | -$14,091,422 | -0.66% | |
| Northern Trust Corp | 0.25% | 9,292,543 | $2,109,128,484 | $2,095,189,670 | -$13,938,814 | -0.66% | |
| Jpmorgan Chase & Co | 0.11% | 8,588,951 | $1,955,962,355 | $1,936,550,782 | -$19,411,573 | -0.99% | |
| Dimensional Fund Advisors Lp | 0.35% | 8,479,319 | $1,924,574,732 | $1,911,832,055 | -$12,742,677 | -0.66% | |
| Goldman Sachs Group Inc | 0.19% | 8,135,502 | $1,846,515,055 | $1,834,311,636 | -$12,203,419 | -0.66% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.34% | 8,170,874 | $1,615,463,500 | $1,842,286,961 | +$226,823,461 | +14.04% | |
| Legal & General Group Plc | 0.33% | 7,046,531 | $1,599,351,142 | $1,588,781,345 | -$10,569,797 | -0.66% | |
| Capital Research Global Investors | 0.22% | 6,889,084 | $1,563,681,433 | $1,553,281,769 | -$10,399,664 | -0.67% | |
| Invesco Ltd. | 0.12% | 6,569,461 | $1,491,070,747 | $1,481,216,372 | -$9,854,375 | -0.66% | |
| Peakshares Llc | 1.01% | 6,007 | $1,363,409,000 | $1,354,398 | -$1,362,054,602 | -99.90% | |
| Centersquare Investment Management Llc | 10.93% | 5,640,625 | $1,280,252,656 | $1,271,791,719 | -$8,460,937 | -0.66% | |
| Deutsche Bank Ag\ | 0.33% | 4,975,818 | $1,129,361,412 | $1,121,897,684 | -$7,463,728 | -0.66% | |
| Nuveen, Llc | 0.24% | 4,521,315 | $1,026,202,749 | $1,019,420,893 | -$6,781,856 | -0.66% | |
| Daiwa Securities Group Inc. | 2.23% | 4,076,713 | $925,291,549 | $919,176,480 | -$6,115,069 | -0.66% | |
| Bank Of New York Mellon Corp | 0.15% | 4,050,681 | $919,383,077 | $913,307,045 | -$6,076,032 | -0.66% | |
| Vanguard Fiduciary Trust Co | 0.20% | 3,964,041 | $899,718,386 | $893,772,324 | -$5,946,062 | -0.66% | |
| Ameriprise Financial Inc | 0.16% | 3,558,695 | $798,160,930 | $802,378,962 | +$4,218,032 | +0.53% | |
| Resolution Capital Ltd | 14.10% | 3,377,659 | $766,627,263 | $761,560,775 | -$5,066,488 | -0.66% | |
| Wcm Investment Management, Llc | 1.38% | 3,346,803 | $762,167,447 | $754,603,672 | -$7,563,775 | -0.99% | |
| Hsbc Holdings Plc | 0.36% | 3,321,976 | $754,820,669 | $749,005,929 | -$5,814,740 | -0.77% | |
| Sumitomo Mitsui Trust Group, Inc. | 0.41% | 3,150,763 | $715,128,678 | $710,402,534 | -$4,726,144 | -0.66% | |
| Prudential Financial Inc | 0.75% | 3,031,698 | $688,104,495 | $683,556,948 | -$4,547,547 | -0.66% | |
| Duff & Phelps Investment Management Co | 6.48% | 3,024,718 | $686,520,245 | $681,983,167 | -$4,537,078 | -0.66% | |
| Russell Investments Group, Ltd. | 0.57% | 2,853,498 | $647,744,330 | $643,378,194 | -$4,366,136 | -0.67% | |
| Cbre Investment Management Listed Real Assets Llc | 8.98% | 2,843,632 | $645,419,155 | $641,153,707 | -$4,265,448 | -0.66% | |
| Sei Investments Co | 0.51% | 2,571,718 | $583,700,011 | $579,845,257 | -$3,854,754 | -0.66% | |
| Mitsubishi Ufj Asset Management Co., Ltd. | 0.29% | 2,334,400 | $529,838,768 | $526,337,168 | -$3,501,600 | -0.66% | |
| Canada Pension Plan Investment Board | 0.29% | 2,328,059 | $528,399,551 | $524,907,463 | -$3,492,088 | -0.66% | |
| Nordea Investment Management Ab | 0.39% | 2,099,648 | $479,727,575 | $473,407,635 | -$6,319,940 | -1.32% | |
| National Pension Service | 0.29% | 2,015,067 | $457,359,757 | $454,337,156 | -$3,022,601 | -0.66% | |
| Swiss National Bank | 0.24% | 1,987,000 | $450,989,390 | $448,008,890 | -$2,980,500 | -0.66% | |
| Aberdeen Group Plc | 0.56% | 1,760,904 | $399,672,380 | $397,031,025 | -$2,641,355 | -0.66% | |
| Apg Asset Management Us Inc. | 2.73% | 1,692,393 | $389,571,945 | $381,583,850 | -$7,988,095 | -2.05% | |
| Canada Life Assurance Co | 0.59% | 1,639,804 | $371,609,000 | $369,726,608 | -$1,882,392 | -0.51% |
Frequently asked questions about WELL
Who are the largest institutional holders of WELL?
The largest institutional holders of WELL reported in the latest SEC Form 13F filings include Blackrock, Inc., Vanguard Capital Management Llc, Vanguard Portfolio Management Llc, State Street Corp, and Capital International Investors. InsiderSet ranks institutional holders by their latest reported WELL position.
What is WELL institutional ownership?
This page tracks WELL positions reported by institutional investment managers through SEC Form 13F. WELLTOWER INC (WELL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own WELL?
InsiderSet currently tracks 1,571 institutional managers reporting WELL holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of WELL shareholders.
How much WELL stock do institutions own?
Institutional investment managers disclosed approximately $159.88B in WELL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was WELL institutional ownership last updated?
The latest WELL institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional WELL holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its WELL position after the reporting date.
Are institutions buying or selling WELL?
Institutional buying and selling can be analyzed by comparing WELL positions across consecutive 13F reporting periods. InsiderSet's WELL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View WELL ownership changes.
How has WELL institutional ownership changed over time?
InsiderSet tracks WELL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.