WelltowerWELL
13F holders, Q2 2026 (June 30)1,600holders +105
184new positions
79sold out
8famous investors
$226.82avg. 13F price*
At the end of Q2 2026, 1,600 institutions reported holding Welltower Inc. (WELL) in their 13F filings, up 105 from Q1 2026. 184 opened new positions and 79 sold out. The largest holders were BlackRock, Inc. ($17.7B), Vanguard Capital Management LLC ($10.5B) and Vanguard Portfolio Management LLC ($9.9B). 8 famous investors held it, including Ron Baron (0.4% of Baron Capital (BAMCO)'s portfolio), David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).
- Company
- Welltower Inc.
- Sector
- Real Estate
- CUSIP
- 95040Q104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 184 | $210.2M |
| Exits | 79 | $272.5M |
All 13F filers, Q1 2026 → Q2 2026: 38,524,572 shares bought and 22,919,264 shares sold, net +15,605,308 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,600 holders
| BlackRock, Inc. | 0.26% | Add +5.5% | 78,049,214 | $17.7B |
| Vanguard Capital Management LLC | 0.22% | Add +1.7% | 46,118,974 | $10.5B |
| Vanguard Portfolio Management LLC | 0.44% | Add +3.8% | 43,449,568 | $9.9B |
| State Street Corp. | 0.28% | Add +1.4% | 42,138,810 | $9.6B |
| Capital International Investors | 1.87% | Add +10.3% | 39,500,055 | $9.0B |
| Cohen & Steers, Inc. | 13.23% | Add +2.7% | 36,821,274 | $8.4B |
| Capital World Investors | 0.54% | Add +57.4% | 20,028,842 | $4.5B |
| Bank of America Corp. | 0.29% | Reduce -10.4% | 19,496,361 | $4.4B |
| FMR LLC | 0.19% | Reduce -12.3% | 19,451,466 | $4.4B |
| T. Rowe Price Associates Inc. | 0.42% | Add +7.4% | 18,490,213 | $4.2B |
| Norges Bank | 0.41% | — | 18,146,984 | $4.1B |
| Geode Capital Management, LLC | 0.21% | Reduce -0.5% | 17,685,516 | $4.0B |
| Wellington Management Group LLP | 0.59% | Reduce -10.4% | 15,179,324 | $3.4B |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1.91% | Add +21.2% | 10,624,243 | $2.4B |
| Principal Financial Group Inc. | 1.09% | Add +2.2% | 9,814,621 | $2.2B |
| Morgan Stanley | 0.12% | Add +7.9% | 9,762,078 | $2.2B |
| Charles Schwab Investment Management Inc. | 0.28% | Add +6.4% | 9,394,281 | $2.1B |
| Northern Trust Corp. | 0.25% | Add +3.3% | 9,292,543 | $2.1B |
| JPMorgan Chase & Co. | 0.11% | Reduce -0.9% | 8,588,951 | $2.0B |
| Dimensional Fund Advisors LP | 0.35% | Add +1.6% | 8,479,319 | $1.9B |
| Goldman Sachs Group Inc. | 0.19% | Add +20.8% | 8,135,502 | $1.8B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.33% | Reduce -2.7% | 7,948,735 | $1.8B |
| Legal & General Group Plc | 0.33% | Reduce -2.7% | 7,046,531 | $1.6B |
| Capital Research Global Investors | 0.22% | Add +5.4% | 6,889,084 | $1.6B |
| Invesco Ltd. | 0.12% | Reduce -1.0% | 6,569,461 | $1.5B |
| Centersquare Investment Management LLC | 10.93% | Add +7.6% | 5,640,625 | $1.3B |
| Amundi | 0.29% | Add +60.3% | 5,339,664 | $1.2B |
| Deutsche Bank AG | 0.33% | Reduce -3.3% | 4,975,818 | $1.1B |
| Nuveen, LLC | 0.25% | Reduce -16.9% | 4,521,315 | $1.0B |
| Daiwa Securities Group Inc. | 2.10% | Reduce -4.8% | 4,076,713 | $925.3M |
| Bank of New York Mellon Corp | 0.15% | Add +2.0% | 4,050,681 | $919.4M |
| Vanguard Fiduciary Trust Co. | 0.20% | Add +0.9% | 3,964,041 | $899.7M |
| Ameriprise Financial Inc. | 0.16% | Reduce -0.0% | 3,558,695 | $798.2M |
| Resolution Capital Ltd | 14.10% | Reduce -6.3% | 3,377,659 | $766.6M |
| WCM Investment Management, LLC | 1.38% | Add +2.8% | 3,346,803 | $762.2M |
| HSBC Holdings PLC | 0.36% | Add +2.8% | 3,321,976 | $754.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.41% | Reduce -0.8% | 3,150,763 | $715.1M |
| Prudential Financial Inc. | 0.75% | Reduce -0.1% | 3,031,698 | $688.1M |
| Duff & Phelps Investment Management Co. | 6.48% | Add +14.9% | 3,024,718 | $686.5M |
| Russell Investments Group, Ltd. | 0.57% | Reduce -0.6% | 2,853,498 | $647.7M |
| CBRE Investment Management Listed Real Assets LLC | 9.01% | Reduce -5.4% | 2,843,632 | $645.4M |
| Sei Investments Co. | 0.52% | Reduce -3.3% | 2,571,718 | $583.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.29% | Add +9.2% | 2,334,400 | $529.8M |
| Canada Pension Plan Investment Board | 0.29% | Add +14.8% | 2,328,059 | $528.4M |
| Nordea Investment Management AB | 0.39% | Add +3.4% | 2,099,648 | $479.7M |
| National Pension Service | 0.29% | Add +3.2% | 2,015,067 | $457.4M |
| Swiss National Bank | 0.24% | Reduce -1.4% | 1,987,000 | $451.0M |
| Aberdeen Group plc | 0.56% | Add +4.5% | 1,760,904 | $399.7M |
| APG Asset Management US Inc. | 2.73% | No change | 1,692,393 | $389.6M |
| CANADA LIFE ASSURANCE Co | 0.59% | Add +7.0% | 1,639,804 | $371.6M |
| UBS Group AG | 0.06% | Reduce -35.2% | 1,596,229 | $362.3M |
| Wells Fargo & Company | 0.06% | Add +6.5% | 1,557,561 | $353.5M |
| California Public Employees Retirement System | 0.20% | Add +9.3% | 1,551,984 | $352.3M |
| Vanguard Global Advisers, LLC | 0.16% | Reduce -0.2% | 1,522,908 | $345.7M |
| Alliancebernstein L.P. | 0.11% | Reduce -15.1% | 1,728,289 | $341.7M |
| Schroder Investment Management Group | 0.23% | Reduce -4.6% | 1,458,637 | $331.1M |
| American Century Companies Inc. | 0.15% | Add +9.8% | 1,458,544 | $331.0M |
| Nomura Asset Management Co. Ltd. | 0.69% | Add +4.6% | 1,428,896 | $324.3M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.21% | Add +14.4% | 1,371,696 | $311.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.59% | Add +19.6% | 1,345,712 | $305.4M |
| Asset Management One Co., Ltd. | 0.77% | Add +2.0% | 1,326,391 | $301.1M |
| Voya Investment Management LLC | 0.29% | Reduce -3.5% | 1,301,160 | $294.6M |
| Citigroup Inc. | 0.14% | Reduce -5.1% | 1,296,947 | $294.4M |
| Rhumbline Advisers | 0.22% | Add +1.2% | 1,277,189 | $289.9M |
| Lasalle Investment Management Securities LLC | 10.22% | Add +4.4% | 1,265,520 | $287.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.44% | Add +6.2% | 1,249,469 | $283.2M |
| Baron Capital (BAMCO) | 0.42% | Reduce -8.4% | 1,232,060 | $279.6M |
| Alphinity Investment Management Pty Ltd | 4.60% | Add +8.5% | 1,218,448 | $276.6M |
| Aew Capital Management L P | 15.65% | Add +8.5% | 1,153,905 | $261.9M |
| Royal Bank of Canada | 0.04% | Add +29.9% | 1,139,710 | $258.7M |
| BNP Paribas Financial Markets | 0.14% | Reduce -2.3% | 1,137,353 | $258.1M |
| Zimmer Partners, LP | 6.03% | Add +0.5% | 1,123,925 | $255.1M |
| Public Employees Retirement System of Ohio | 0.72% | Add +0.7% | 1,075,665 | $244.1M |
| California State Teachers Retirement System | 0.22% | Add +3.9% | 1,075,391 | $244.1M |
| Cardano Risk Management B.V. | 1.87% | Add +7.3% | 1,069,814 | $242.8M |
| KBC Group NV | 0.51% | Reduce -2.7% | 1,037,439 | $235.5M |
| Barclays PLC | 0.07% | Reduce -39.8% | 1,020,253 | $231.6M |
| Castle Hook Partners LP | 2.45% | Reduce -15.4% | 1,007,754 | $228.7M |
| Adelante Capital Management LLC | 14.51% | Reduce -5.5% | 972,469 | $220.7M |
| Holocene Advisors, LP | 0.50% | Add +115.9% | 958,107 | $217.5M |
| Pictet Asset Management Holding SA | 0.21% | Add +8.5% | 945,445 | $214.6M |
| Capital International, Inc. | 1.51% | Add +14.8% | 944,190 | $214.3M |
| FIL Ltd | 0.15% | Add +39.1% | 942,527 | $213.9M |
| Raymond James Financial Inc. | 0.06% | Add +4.6% | 934,992 | $212.2M |
| D. E. Shaw & Co. | 0.14% | Reduce -55.3% | 928,983 | $210.9M |
| Envestnet Asset Management Inc. | 0.05% | Add +9.4% | 916,367 | $208.0M |
| Heitman Real Estate Securities LLC | 13.34% | Add +12.3% | 915,721 | $207.8M |
| TD Asset Management Inc | 0.18% | Reduce -5.8% | 897,789 | $203.8M |
| Korea Investment CORP | 0.39% | Add +10.7% | 895,149 | $203.2M |
| Jupiter Topco LLC | 0.08% | — | 874,893 | $198.5M |
| Natixis Advisors, LLC | 0.22% | Add +3.1% | 869,887 | $197.4M |
| STRS Ohio | 0.72% | Add +16.3% | 843,315 | $191.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.19% | Reduce -25.3% | 836,080 | $189.8M |
| Nomura Asset Management International Inc. | 0.29% | Add +3.0% | 835,093 | $189.5M |
| Vanguard Investments Australia, Ltd. | 0.47% | Add +3.5% | 828,408 | $188.0M |
| Storebrand Asset Management As | 0.44% | Add +0.6% | 790,981 | $179.5M |
| New York State Common Retirement Fund | 0.22% | Reduce -0.7% | 784,897 | $178.1M |
| Allianz Asset Management GmbH | 0.16% | Reduce -0.8% | 742,978 | $168.6M |
| Congress Asset Management Co. | 1.01% | Reduce -3.8% | 721,601 | $163.8M |
| Macquarie Group Ltd. | 0.69% | Add +3.9% | 703,258 | $159.6M |
"% of holder's portfolio" is WELL's weight in each manager's 13F, not the share of Welltower Inc. the manager owns.