WelltowerWELL
13F holders, Q1 2026 (March 31)1,495holders +58
148new positions
100sold out
8famous investors
$197.58avg. 13F price*
At the end of Q1 2026, 1,495 institutions reported holding Welltower Inc. (WELL) in their 13F filings, up 58 from Q4 2025. 148 opened new positions and 100 sold out. The largest holders were BlackRock, Inc. ($14.6B), Vanguard Capital Management LLC ($9.0B) and Vanguard Portfolio Management LLC ($8.3B). 8 famous investors held it, including Ron Baron (0.8% of Baron Capital (BAMCO)'s portfolio), David E. Shaw (0.3% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.2% of Citadel Advisors's portfolio).
- Company
- Welltower Inc.
- Sector
- Real Estate
- CUSIP
- 95040Q104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 148 | $852.0M |
| Exits | 100 | $480.1M |
All 13F filers, Q4 2025 → Q1 2026: 50,826,220 shares bought and 25,441,107 shares sold, net +25,385,113 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,495 holders
| BlackRock, Inc. | 0.26% | Add +1.7% | 74,003,756 | $14.6B |
| Vanguard Capital Management LLC | 0.22% | — | 45,352,434 | $9.0B |
| Vanguard Portfolio Management LLC | 0.43% | — | 41,863,049 | $8.3B |
| State Street Corp. | 0.28% | Reduce -0.5% | 41,560,777 | $8.2B |
| Cohen & Steers, Inc. | 12.32% | Add +7.0% | 35,845,277 | $7.1B |
| Capital International Investors | 1.67% | Reduce -24.5% | 35,817,366 | $7.1B |
| FMR LLC | 0.23% | Add +6.5% | 22,175,983 | $4.4B |
| Bank of America Corp. | 0.31% | Add +6.6% | 21,750,501 | $4.3B |
| Geode Capital Management, LLC | 0.22% | Add +4.5% | 17,767,889 | $3.5B |
| T. Rowe Price Associates Inc. | 0.39% | Add +2.3% | 17,215,818 | $3.4B |
| Wellington Management Group LLP | 0.63% | Reduce -9.1% | 16,950,076 | $3.4B |
| Capital World Investors | 0.35% | Add +18.4% | 12,722,329 | $2.5B |
| Principal Financial Group Inc. | 1.01% | Reduce -4.8% | 9,606,655 | $1.9B |
| Morgan Stanley | 0.11% | Reduce -10.1% | 9,046,607 | $1.8B |
| Northern Trust Corp. | 0.24% | Add +0.1% | 8,999,817 | $1.8B |
| Charles Schwab Investment Management Inc. | 0.27% | Add +5.0% | 8,829,439 | $1.7B |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1.60% | Reduce -4.9% | 8,768,922 | $1.7B |
| JPMorgan Chase & Co. | 0.12% | Add +2.7% | 8,666,680 | $1.7B |
| Dimensional Fund Advisors LP | 0.34% | Add +0.7% | 8,345,022 | $1.6B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.34% | Add +36257.0% | 8,170,874 | $1.6B |
| Legal & General Group Plc | 0.33% | Reduce -0.9% | 7,239,197 | $1.4B |
| Goldman Sachs Group Inc. | 0.18% | Add +50.5% | 6,734,131 | $1.3B |
| Invesco Ltd. | 0.13% | Reduce -4.1% | 6,634,404 | $1.3B |
| Capital Research Global Investors | 0.20% | Add +2033.4% | 6,534,932 | $1.3B |
| Nuveen, LLC | 0.29% | Add +7.4% | 5,442,019 | $1.1B |
| Centersquare Investment Management LLC | 10.72% | Reduce -5.4% | 5,242,709 | $1.0B |
| Deutsche Bank AG | 0.34% | Reduce -10.3% | 5,144,394 | $1.0B |
| Daiwa Securities Group Inc. | 2.45% | Reduce -4.3% | 4,283,582 | $846.9M |
| Bank of New York Mellon Corp | 0.14% | Reduce -1.4% | 3,972,536 | $785.4M |
| Vanguard Fiduciary Trust Co. | 0.20% | — | 3,926,660 | $776.3M |
| Resolution Capital Ltd | 14.99% | Add +1.0% | 3,605,925 | $712.9M |
| Ameriprise Financial Inc. | 0.16% | Add +31.1% | 3,560,107 | $694.8M |
| Amundi | 0.18% | Reduce -4.8% | 3,331,121 | $658.6M |
| HSBC Holdings PLC | 0.38% | Add +11.8% | 3,231,108 | $639.0M |
| WCM Investment Management, LLC | 1.45% | Reduce -0.8% | 3,256,983 | $636.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.41% | Reduce -0.2% | 3,177,717 | $628.3M |
| Prudential Financial Inc. | 0.74% | Add +3.6% | 3,035,898 | $600.2M |
| CBRE Investment Management Listed Real Assets LLC | 8.84% | Reduce -6.9% | 3,006,833 | $594.5M |
| Russell Investments Group, Ltd. | 0.61% | Add +5.7% | 2,869,519 | $567.0M |
| Sei Investments Co. | 0.48% | Add +10.3% | 2,658,479 | $525.6M |
| Duff & Phelps Investment Management Co. | 5.40% | Add +0.9% | 2,632,540 | $520.5M |
| UBS Group AG | 0.09% | Add +39.8% | 2,464,410 | $487.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.28% | Add +8.7% | 2,137,546 | $422.6M |
| D. E. Shaw & Co. | 0.35% | Add +90.8% | 2,079,154 | $411.1M |
| Canada Pension Plan Investment Board | 0.26% | Add +121.3% | 2,027,043 | $400.8M |
| Nordea Investment Management AB | 0.37% | Add +5.2% | 2,030,294 | $398.7M |
| Swiss National Bank | 0.23% | Add +9.9% | 2,014,200 | $398.2M |
| National Pension Service | 0.29% | Add +1.8% | 1,953,024 | $386.1M |
| Alliancebernstein L.P. | 0.12% | Add +55.4% | 2,035,089 | $377.7M |
| PGGM Investments | 6.07% | Reduce -14.1% | 1,751,383 | $346.3M |
| APG Asset Management US Inc. | 2.59% | Add +2.1% | 1,692,393 | $336.5M |
| Barclays PLC | 0.12% | Add +2.7% | 1,695,631 | $335.2M |
| Aberdeen Group plc | 0.54% | Reduce -2.0% | 1,685,701 | $333.3M |
| Citadel Advisors | 0.23% | Add +766.3% | 1,647,617 | $325.8M |
| CANADA LIFE ASSURANCE Co | 0.54% | Add +2.3% | 1,532,757 | $303.8M |
| Schroder Investment Management Group | 0.25% | Reduce -6.3% | 1,528,544 | $302.2M |
| Vanguard Global Advisers, LLC | 0.16% | — | 1,526,277 | $301.8M |
| Wells Fargo & Company | 0.06% | Add +15.6% | 1,462,697 | $289.2M |
| California Public Employees Retirement System | 0.17% | Reduce -14.5% | 1,420,440 | $280.8M |
| Citigroup Inc. | 0.17% | Add +25.1% | 1,366,340 | $270.1M |
| Nomura Asset Management Co. Ltd. | 0.70% | Add +4.8% | 1,366,105 | $270.1M |
| Baron Capital (BAMCO) | 0.80% | Add +5.3% | 1,344,941 | $265.9M |
| Voya Investment Management LLC | 0.32% | Reduce -0.3% | 1,348,208 | $265.9M |
| American Century Companies Inc. | 0.14% | Reduce -3.3% | 1,328,735 | $262.7M |
| Asset Management One Co., Ltd. | 0.76% | Add +0.3% | 1,299,958 | $257.0M |
| Rhumbline Advisers | 0.21% | Reduce -5.6% | 1,261,752 | $249.5M |
| Lasalle Investment Management Securities LLC | 9.48% | Add +6.3% | 1,212,631 | $239.7M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.20% | — | 1,198,867 | $237.0M |
| Castle Hook Partners LP | 4.76% | Reduce -4.6% | 1,191,651 | $235.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.41% | Add +0.8% | 1,176,500 | $232.3M |
| BNP Paribas Financial Markets | 0.15% | Add +7.6% | 1,164,261 | $230.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.48% | Reduce -0.3% | 1,125,102 | $222.4M |
| Alphinity Investment Management Pty Ltd | 3.91% | New | 1,123,298 | $222.1M |
| SG Americas Securities, LLC | 0.25% | Add +331.4% | 1,122,894 | $222.0M |
| Zimmer Partners, LP | 5.65% | Add +0.2% | 1,118,925 | $221.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.26% | Add +8.4% | 1,118,862 | $221.1M |
| Public Employees Retirement System of Ohio | 0.68% | Reduce -12.3% | 1,068,639 | $211.3M |
| KBC Group NV | 0.53% | Add +0.1% | 1,066,140 | $210.8M |
| Aew Capital Management L P | 15.27% | Add +9.3% | 1,063,905 | $210.3M |
| California State Teachers Retirement System | 0.22% | Reduce -0.7% | 1,035,323 | $204.7M |
| Adelante Capital Management LLC | 13.91% | Add +2.3% | 1,029,079 | $203.5M |
| Cardano Risk Management B.V. | 1.93% | Add +4.8% | 997,300 | $197.2M |
| TD Asset Management Inc | 0.15% | Add +2.2% | 952,538 | $188.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.30% | Add +3305.1% | 923,823 | $182.6M |
| Janus Henderson Group PLC | 0.08% | Add +30.4% | 898,586 | $177.7M |
| Raymond James Financial Inc. | 0.05% | Reduce -2.9% | 894,179 | $176.8M |
| Royal Bank of Canada | 0.03% | Reduce -12.6% | 877,687 | $173.5M |
| Pictet Asset Management Holding SA | 0.18% | Add +2.4% | 871,607 | $172.3M |
| Worldquant Millennium Advisors LLC | 0.66% | Add +1244.9% | 863,293 | $170.7M |
| Natixis Advisors, LLC | 0.23% | Add +6.7% | 843,869 | $166.8M |
| Envestnet Asset Management Inc. | 0.04% | Add +23.0% | 837,279 | $165.5M |
| Capital International, Inc. | 1.26% | Add +10.5% | 822,750 | $162.7M |
| Heitman Real Estate Securities LLC | 11.60% | Reduce -8.6% | 815,770 | $161.3M |
| Nomura Asset Management International Inc. | 0.28% | Reduce -33.3% | 810,731 | $160.3M |
| Korea Investment CORP | 0.33% | Add +26.2% | 808,659 | $159.9M |
| Vanguard Investments Australia, Ltd. | 0.46% | — | 799,976 | $158.2M |
| New York State Common Retirement Fund | 0.22% | Add +4.0% | 790,728 | $156.3M |
| Storebrand Asset Management As | 0.45% | Add +1.0% | 786,605 | $155.5M |
| Congress Asset Management Co. | 1.06% | Reduce -0.4% | 750,200 | $148.3M |
| Allianz Asset Management GmbH | 0.17% | Reduce -9.4% | 749,052 | $148.1M |
"% of holder's portfolio" is WELL's weight in each manager's 13F, not the share of Welltower Inc. the manager owns.