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Security record · archived quarter

WELL

Welltower Inc. · Real Estate · REIT - Healthcare Facilities

241.21 +0.5% mkt cap $173.81B quote delayed (FMP) · as of Aug 25 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
20Tracked holders
+1Δ holders
296.14MShares held
$45.52BReported value
+1New positions
−0Exits
Rising Conviction score 61/100 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +5.3% · share flow +2.4% · net new positions +5.0%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 168 +2 549.54M $124.66B +6 −3
Q1 2026 168 +4 520.05M $102.75B +9 −6
Q4 2025 163 -2 578.79M $107.44B +1 −2
Q3 2025 24 +2 312.69M $55.70B +2 −1
Q2 2025 20 +1 296.14M $45.52B +1
Q1 2025 16 +1 118.42M $18.14B +1
Q4 2024 15 -1 111.28M $14.02B −1
Q3 2024 15 -1 74.69M $9.56B −1
Q2 2024 16 74.00M $7.71B
Holder count
Who holds it · Q2 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 The Vanguard Group (passive) 85.79M $13.19B 0.2% n/c 1 SEC ↗
2 The Vanguard Group (passive) 85.79M $13.19B 0.2% n/c 1 SEC ↗
3 The Vanguard Group (passive) 85.79M $13.19B 0.2% n/c 1 SEC ↗
4 The Vanguard Group (passive) 85.79M $13.19B 0.2% n/c 1 SEC ↗
5 The Vanguard Group (passive) 85.79M $13.19B 0.2% n/c 1 SEC ↗
6 The Vanguard Group (passive) 85.79M $13.19B 0.2% n/c 1 SEC ↗
7 BlackRock (passive) 66.55M $10.23B 0.2% n/c 1 SEC ↗
8 BlackRock (passive) 66.55M $10.23B 0.2% n/c 1 SEC ↗
9 BlackRock (passive) 66.55M $10.23B 0.2% n/c 1 SEC ↗
10 BlackRock (passive) 66.55M $10.23B 0.2% n/c 1 SEC ↗
11 BlackRock (passive) 66.55M $10.23B 0.2% n/c 1 SEC ↗
12 BlackRock (passive) 66.55M $10.23B 0.2% n/c 1 SEC ↗
13 BlackRock (passive) 66.55M $10.23B 0.2% n/c 1 SEC ↗
14 BlackRock (passive) 66.55M $10.23B 0.2% n/c 1 SEC ↗
15 BlackRock (passive) 66.55M $10.23B 0.2% n/c 1 SEC ↗
16 BlackRock (passive) 66.55M $10.23B 0.2% n/c 1 SEC ↗
17 BlackRock (passive) 66.55M $10.23B 0.2% n/c 1 SEC ↗
18 BlackRock (passive) 66.55M $10.23B 0.2% n/c 1 SEC ↗
19 BlackRock (passive) 66.55M $10.23B 0.2% n/c 1 SEC ↗
20 BlackRock (passive) 66.55M $10.23B 0.2% n/c 1 SEC ↗
21 BlackRock (passive) 66.55M $10.23B 0.2% n/c 1 SEC ↗
22 BlackRock (passive) 66.55M $10.23B 0.2% n/c 1 SEC ↗
23 BlackRock (passive) 66.55M $10.23B 0.2% n/c 1 SEC ↗
24 BlackRock (passive) 66.55M $10.23B 0.2% n/c 1 SEC ↗
25 BlackRock (passive) 66.55M $10.23B 0.2% n/c 1 SEC ↗
26 BlackRock (passive) 66.55M $10.23B 0.2% n/c 1 SEC ↗
27 BlackRock (passive) 66.55M $10.23B 0.2% n/c 1 SEC ↗
28 BlackRock (passive) 66.55M $10.23B 0.2% n/c 1 SEC ↗
29 State Street Global Advisors (passive) 39.62M +4.6% $6.09B 0.2% ▲ Add 3 SEC ↗
30 Norges Bank (passive) 31.90M +1.9% $4.90B 0.6% ▲ Add 5 SEC ↗
31 Wellington Management 20.17M -5.3% $3.10B 0.6% ▼ Trim 5 SEC ↗
32 Wellington Management 20.17M -5.3% $3.10B 0.6% ▼ Trim 5 SEC ↗
33 Wellington Management 20.17M -5.3% $3.10B 0.6% ▼ Trim 5 SEC ↗
34 Wellington Management 20.17M -5.3% $3.10B 0.6% ▼ Trim 5 SEC ↗
35 Wellington Management 20.17M -5.3% $3.10B 0.6% ▼ Trim 5 SEC ↗
36 Wellington Management 20.17M -5.3% $3.10B 0.6% ▼ Trim 5 SEC ↗
37 Wellington Management 20.17M -5.3% $3.10B 0.6% ▼ Trim 5 SEC ↗
38 Wellington Management 20.17M -5.3% $3.10B 0.6% ▼ Trim 5 SEC ↗
39 Wellington Management 20.17M -5.3% $3.10B 0.6% ▼ Trim 5 SEC ↗
40 Fidelity (FMR) 18.32M $2.82B 0.2% n/c 1 SEC ↗
41 Fidelity (FMR) 18.32M $2.82B 0.2% n/c 1 SEC ↗
42 Fidelity (FMR) 18.32M $2.82B 0.2% n/c 1 SEC ↗
43 Fidelity (FMR) 18.32M $2.82B 0.2% n/c 1 SEC ↗
44 Fidelity (FMR) 18.32M $2.82B 0.2% n/c 1 SEC ↗
45 Fidelity (FMR) 18.32M $2.82B 0.2% n/c 1 SEC ↗
46 Fidelity (FMR) 18.32M $2.82B 0.2% n/c 1 SEC ↗
47 Geode Capital Management (passive) 15.01M +5.1% $2.30B 0.2% ▲ Add 5 SEC ↗
48 Geode Capital Management (passive) 15.01M +5.1% $2.30B 0.2% ▲ Add 5 SEC ↗
49 T. Rowe Price 12.16M +36.3% $1.87B 0.2% ▲ Add 5 SEC ↗
50 T. Rowe Price 12.16M +36.3% $1.87B 0.2% ▲ Add 5 SEC ↗
51 T. Rowe Price 12.16M +36.3% $1.87B 0.2% ▲ Add 5 SEC ↗
52 T. Rowe Price 12.16M +36.3% $1.87B 0.2% ▲ Add 5 SEC ↗
53 Capital World Investors 1.59M New $244.35M 0.0% New 1 SEC ↗
54 D. E. Shaw & Co. 1.07M +22.5% $164.27M 0.2% ▲ Add 5 SEC ↗
55 D. E. Shaw & Co. 1.07M +22.5% $164.27M 0.2% ▲ Add 5 SEC ↗
56 Citadel Advisors 966.37K +29.7% $148.56M 0.1% ▲ Add 5 SEC ↗
57 Citadel Advisors 966.37K +29.7% $148.56M 0.1% ▲ Add 5 SEC ↗
58 Adage Capital Partners 569.01K +12.5% $87.47M 0.1% ▲ Add 5 SEC ↗
59 Marshall Wace 476.81K -38.0% $73.30M 0.1% ▼ Trim 5 SEC ↗
60 Marshall Wace 476.81K -38.0% $73.30M 0.1% ▼ Trim 5 SEC ↗
61 Millennium Management 459.26K +95.9% $70.60M 0.1% ▲ Add 5 SEC ↗
62 AQR Capital Management 436.55K +69.9% $66.26M 0.1% ▲ Add 5 SEC ↗
63 AQR Capital Management 436.55K +69.9% $66.26M 0.1% ▲ Add 5 SEC ↗
64 AQR Capital Management 436.55K +69.9% $66.26M 0.1% ▲ Add 5 SEC ↗
65 AQR Capital Management 436.55K +69.9% $66.26M 0.1% ▲ Add 5 SEC ↗
66 AQR Capital Management 436.55K +69.9% $66.26M 0.1% ▲ Add 5 SEC ↗
67 AQR Capital Management 436.55K +69.9% $66.26M 0.1% ▲ Add 5 SEC ↗
68 AQR Capital Management 436.55K +69.9% $66.26M 0.1% ▲ Add 5 SEC ↗
69 Renaissance Technologies 419.56K -61.1% $64.50M 0.1% ▼ Trim 5 SEC ↗
70 PRIMECAP Management 386.51K +878.5% $59.42M 0.0% ▲ Add 2 SEC ↗
71 Point72 Asset Management 131.27K -10.7% $20.18M 0.1% ▼ Trim 5 SEC ↗
72 Gotham Asset Management 99.52K +39.2% $15.30M 0.1% ▲ Add 5 SEC ↗
73 GAMCO Investors 24.17K 0.0% $3.72M 0.0% Held 5 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Capital World Investors $244.35M 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1,469 holders, 665.16M shares, $118.67B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Beneficial ownership
Aug 07 SC 13G/A — COHEN & STEERS, INC.

View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2025 · Methodology · Get this via the API