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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
163Tracked holders
-2Δ holders
578.79MShares held
$107.44BReported value
+1New positions
−2Exits
Stable Conviction score 53/100 6 quarters of rising tracked shares ●●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -1.2% · share flow +0.8% · net new positions -0.6%formula
Concentrated accumulation — rising shares among fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 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 · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 The Vanguard Group (passive) 92.42M +2.9% $17.15B 0.2% ▲ Add 3 SEC ↗
2 The Vanguard Group (passive) 92.42M +2.9% $17.15B 0.2% ▲ Add 3 SEC ↗
3 The Vanguard Group (passive) 92.42M +2.9% $17.15B 0.2% ▲ Add 3 SEC ↗
4 The Vanguard Group (passive) 92.42M +2.9% $17.15B 0.2% ▲ Add 3 SEC ↗
5 The Vanguard Group (passive) 92.42M +2.9% $17.15B 0.2% ▲ Add 3 SEC ↗
6 The Vanguard Group (passive) 92.42M +2.9% $17.15B 0.2% ▲ Add 3 SEC ↗
7 BlackRock (passive) 72.78M +4.8% $13.51B 0.2% ▲ Add 3 SEC ↗
8 BlackRock (passive) 72.78M +4.8% $13.51B 0.2% ▲ Add 3 SEC ↗
9 BlackRock (passive) 72.78M +4.8% $13.51B 0.2% ▲ Add 3 SEC ↗
10 BlackRock (passive) 72.78M +4.8% $13.51B 0.2% ▲ Add 3 SEC ↗
11 BlackRock (passive) 72.78M +4.8% $13.51B 0.2% ▲ Add 3 SEC ↗
12 BlackRock (passive) 72.78M +4.8% $13.51B 0.2% ▲ Add 3 SEC ↗
13 BlackRock (passive) 72.78M +4.8% $13.51B 0.2% ▲ Add 3 SEC ↗
14 BlackRock (passive) 72.78M +4.8% $13.51B 0.2% ▲ Add 3 SEC ↗
15 BlackRock (passive) 72.78M +4.8% $13.51B 0.2% ▲ Add 3 SEC ↗
16 BlackRock (passive) 72.78M +4.8% $13.51B 0.2% ▲ Add 3 SEC ↗
17 BlackRock (passive) 72.78M +4.8% $13.51B 0.2% ▲ Add 3 SEC ↗
18 BlackRock (passive) 72.78M +4.8% $13.51B 0.2% ▲ Add 3 SEC ↗
19 BlackRock (passive) 72.78M +4.8% $13.51B 0.2% ▲ Add 3 SEC ↗
20 BlackRock (passive) 72.78M +4.8% $13.51B 0.2% ▲ Add 3 SEC ↗
21 BlackRock (passive) 72.78M +4.8% $13.51B 0.2% ▲ Add 3 SEC ↗
22 BlackRock (passive) 72.78M +4.8% $13.51B 0.2% ▲ Add 3 SEC ↗
23 BlackRock (passive) 72.78M +4.8% $13.51B 0.2% ▲ Add 3 SEC ↗
24 BlackRock (passive) 72.78M +4.8% $13.51B 0.2% ▲ Add 3 SEC ↗
25 BlackRock (passive) 72.78M +4.8% $13.51B 0.2% ▲ Add 3 SEC ↗
26 BlackRock (passive) 72.78M +4.8% $13.51B 0.2% ▲ Add 3 SEC ↗
27 BlackRock (passive) 72.78M +4.8% $13.51B 0.2% ▲ Add 3 SEC ↗
28 Capital International Investors 47.43M $8.81B 1.4% n/c 1 SEC ↗
29 State Street Global Advisors (passive) 41.76M +1.2% $7.75B 0.3% ▲ Add 5 SEC ↗
30 Norges Bank (passive) 29.45M New $5.47B 0.6% New 1 SEC ↗
31 Fidelity (FMR) 20.82M +4.7% $3.86B 0.2% ▲ Add 3 SEC ↗
32 Fidelity (FMR) 20.82M +4.7% $3.86B 0.2% ▲ Add 3 SEC ↗
33 Fidelity (FMR) 20.82M +4.7% $3.86B 0.2% ▲ Add 3 SEC ↗
34 Fidelity (FMR) 20.82M +4.7% $3.86B 0.2% ▲ Add 3 SEC ↗
35 Fidelity (FMR) 20.82M +4.7% $3.86B 0.2% ▲ Add 3 SEC ↗
36 Fidelity (FMR) 20.82M +4.7% $3.86B 0.2% ▲ Add 3 SEC ↗
37 Fidelity (FMR) 20.82M +4.7% $3.86B 0.2% ▲ Add 3 SEC ↗
38 Bank Of America Corp /De/ 20.40M $3.79B 0.3% n/c 1 SEC ↗
39 Bank Of America Corp /De/ 20.40M $3.79B 0.3% n/c 1 SEC ↗
40 Bank Of America Corp /De/ 20.40M $3.79B 0.3% n/c 1 SEC ↗
41 Bank Of America Corp /De/ 20.40M $3.79B 0.3% n/c 1 SEC ↗
42 Bank Of America Corp /De/ 20.40M $3.79B 0.3% n/c 1 SEC ↗
43 Bank Of America Corp /De/ 20.40M $3.79B 0.3% n/c 1 SEC ↗
44 Bank Of America Corp /De/ 20.40M $3.79B 0.3% n/c 1 SEC ↗
45 Bank Of America Corp /De/ 20.40M $3.79B 0.3% n/c 1 SEC ↗
46 Wellington Management 18.65M -6.8% $3.46B 0.6% ▼ Trim 7 SEC ↗
47 Wellington Management 18.65M -6.8% $3.46B 0.6% ▼ Trim 7 SEC ↗
48 Wellington Management 18.65M -6.8% $3.46B 0.6% ▼ Trim 7 SEC ↗
49 Wellington Management 18.65M -6.8% $3.46B 0.6% ▼ Trim 7 SEC ↗
50 Wellington Management 18.65M -6.8% $3.46B 0.6% ▼ Trim 7 SEC ↗
51 Wellington Management 18.65M -6.8% $3.46B 0.6% ▼ Trim 7 SEC ↗
52 Wellington Management 18.65M -6.8% $3.46B 0.6% ▼ Trim 7 SEC ↗
53 Wellington Management 18.65M -6.8% $3.46B 0.6% ▼ Trim 7 SEC ↗
54 Wellington Management 18.65M -6.8% $3.46B 0.6% ▼ Trim 7 SEC ↗
55 Geode Capital Management (passive) 17.01M +4.8% $3.16B 0.2% ▲ Add 7 SEC ↗
56 Geode Capital Management (passive) 17.01M +4.8% $3.16B 0.2% ▲ Add 7 SEC ↗
57 T. Rowe Price 16.83M +11.5% $3.12B 0.3% ▲ Add 7 SEC ↗
58 T. Rowe Price 16.83M +11.5% $3.12B 0.3% ▲ Add 7 SEC ↗
59 T. Rowe Price 16.83M +11.5% $3.12B 0.3% ▲ Add 7 SEC ↗
60 T. Rowe Price 16.83M +11.5% $3.12B 0.3% ▲ Add 7 SEC ↗
61 Capital World Investors 10.74M +153.0% $1.99B 0.3% ▲ Add 3 SEC ↗
62 Principal Financial Group Inc 10.09M $1.87B 1.0% n/c 1 SEC ↗
63 Principal Financial Group Inc 10.09M $1.87B 1.0% n/c 1 SEC ↗
64 Principal Financial Group Inc 10.09M $1.87B 1.0% n/c 1 SEC ↗
65 Morgan Stanley 10.07M +4.9% $1.87B 0.1% ▲ Add 2 SEC ↗
66 Morgan Stanley 10.07M +4.9% $1.87B 0.1% ▲ Add 2 SEC ↗
67 Morgan Stanley 10.07M +4.9% $1.87B 0.1% ▲ Add 2 SEC ↗
68 Morgan Stanley 10.07M +4.9% $1.87B 0.1% ▲ Add 2 SEC ↗
69 Morgan Stanley 10.07M +4.9% $1.87B 0.1% ▲ Add 2 SEC ↗
70 Morgan Stanley 10.07M +4.9% $1.87B 0.1% ▲ Add 2 SEC ↗
71 Morgan Stanley 10.07M +4.9% $1.87B 0.1% ▲ Add 2 SEC ↗
72 Morgan Stanley 10.07M +4.9% $1.87B 0.1% ▲ Add 2 SEC ↗
73 Morgan Stanley 10.07M +4.9% $1.87B 0.1% ▲ Add 2 SEC ↗
74 Morgan Stanley 10.07M +4.9% $1.87B 0.1% ▲ Add 2 SEC ↗
75 Morgan Stanley 10.07M +4.9% $1.87B 0.1% ▲ Add 2 SEC ↗
76 Morgan Stanley 10.07M +4.9% $1.87B 0.1% ▲ Add 2 SEC ↗
77 Morgan Stanley 10.07M +4.9% $1.87B 0.1% ▲ Add 2 SEC ↗
78 Morgan Stanley 10.07M +4.9% $1.87B 0.1% ▲ Add 2 SEC ↗
79 Morgan Stanley 10.07M +4.9% $1.87B 0.1% ▲ Add 2 SEC ↗
80 Morgan Stanley 10.07M +4.9% $1.87B 0.1% ▲ Add 2 SEC ↗
81 Morgan Stanley 10.07M +4.9% $1.87B 0.1% ▲ Add 2 SEC ↗
82 Morgan Stanley 10.07M +4.9% $1.87B 0.1% ▲ Add 2 SEC ↗
83 DZ BANK AG Deutsche Zentral… 9.22M $1.71B 1.5% n/c 1 SEC ↗
84 DZ BANK AG Deutsche Zentral… 9.22M $1.71B 1.5% n/c 1 SEC ↗
85 DZ BANK AG Deutsche Zentral… 9.22M $1.71B 1.5% n/c 1 SEC ↗
86 DZ BANK AG Deutsche Zentral… 9.22M $1.71B 1.5% n/c 1 SEC ↗
87 Northern Trust Corp 8.99M $1.67B 0.2% n/c 1 SEC ↗
88 Northern Trust Corp 8.99M $1.67B 0.2% n/c 1 SEC ↗
89 Northern Trust Corp 8.99M $1.67B 0.2% n/c 1 SEC ↗
90 Northern Trust Corp 8.99M $1.67B 0.2% n/c 1 SEC ↗
91 Northern Trust Corp 8.99M $1.67B 0.2% n/c 1 SEC ↗
92 Northern Trust Corp 8.99M $1.67B 0.2% n/c 1 SEC ↗
93 Northern Trust Corp 8.99M $1.67B 0.2% n/c 1 SEC ↗
94 Northern Trust Corp 8.99M $1.67B 0.2% n/c 1 SEC ↗
95 Northern Trust Corp 8.99M $1.67B 0.2% n/c 1 SEC ↗
96 JPMorgan Chase 8.44M -46.0% $1.57B 0.1% ▼ Trim 2 SEC ↗
97 JPMorgan Chase 8.44M -46.0% $1.57B 0.1% ▼ Trim 2 SEC ↗
98 JPMorgan Chase 8.44M -46.0% $1.57B 0.1% ▼ Trim 2 SEC ↗
99 JPMorgan Chase 8.44M -46.0% $1.57B 0.1% ▼ Trim 2 SEC ↗
100 JPMorgan Chase 8.44M -46.0% $1.57B 0.1% ▼ Trim 2 SEC ↗

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

New buyers

Norges Bank $5.47B 0.6%

Exited

Marshall Wace $30.78M was 0.0%
Point72 Asset Management $5.34M was 0.0%

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: Q4 2025 · Methodology · Get this via the API