Security record · archived quarter
WELL
Welltower Inc. · Real Estate · REIT - Healthcare Facilities
163Tracked holders
-2Δ holders
578.79MShares held
$107.44BReported value
+1New positions
−2Exits
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
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 4 | 0 | 348.02K | $78.43M | n/a | n/a |
| Q2 2026 | 168 | +2 | 549.53M | $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 | n/a |
| Q1 2025 | 16 | +1 | 118.42M | $18.14B | +1 | n/a |
| Q4 2024 | 15 | -1 | 111.28M | $14.02B | n/a | −1 |
| Q3 2024 | 15 | -1 | 74.69M | $9.56B | n/a | −1 |
| Q2 2024 | 16 | n/a | 74.00M | $7.71B | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 92.42M | +2.9% | $17.15B | 0.2% | ▲ Add | 3 | SEC ↗ ×6 |
| 2 | BlackRock ✦ (passive) | 72.78M | +4.8% | $13.51B | 0.2% | ▲ Add | 3 | SEC ↗ ×21 |
| 3 | Capital International Investors | 47.43M | n/a | $8.81B | 1.4% | n/c | 1 | SEC ↗ |
| 4 | State Street Global Advisors ✦ (passive) | 41.76M | +1.2% | $7.75B | 0.3% | ▲ Add | 5 | SEC ↗ |
| 5 | Norges Bank ✦ (passive) | 29.45M | New | $5.47B | 0.6% | New | 1 | SEC ↗ |
| 6 | Fidelity (FMR) ✦ | 20.82M | +4.7% | $3.86B | 0.2% | ▲ Add | 3 | SEC ↗ ×7 |
| 7 | Bank Of America Corp /De/ | 20.40M | n/a | $3.79B | 0.3% | n/c | 1 | SEC ↗ ×8 |
| 8 | Wellington Management ✦ | 18.65M | -6.8% | $3.46B | 0.6% | ▼ Trim | 7 | SEC ↗ ×9 |
| 9 | Geode Capital Management ✦ (passive) | 17.01M | +4.8% | $3.16B | 0.2% | ▲ Add | 7 | SEC ↗ ×2 |
| 10 | T. Rowe Price ✦ | 16.83M | +11.5% | $3.12B | 0.3% | ▲ Add | 7 | SEC ↗ ×4 |
| 11 | Capital World Investors ✦ | 10.74M | +153.0% | $1.99B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 12 | Principal Financial Group Inc | 10.09M | n/a | $1.87B | 1.0% | n/c | 1 | SEC ↗ ×3 |
| 13 | Morgan Stanley ✦ | 10.07M | +4.9% | $1.87B | 0.1% | ▲ Add | 2 | SEC ↗ ×18 |
| 14 | DZ BANK AG Deutsche Zentral… | 9.22M | n/a | $1.71B | 1.5% | n/c | 1 | SEC ↗ ×4 |
| 15 | Northern Trust Corp | 8.99M | n/a | $1.67B | 0.2% | n/c | 1 | SEC ↗ ×9 |
| 16 | JPMorgan Chase ✦ | 8.44M | -46.0% | $1.57B | 0.1% | ▼ Trim | 2 | SEC ↗ ×17 |
| 17 | Charles Schwab Investment… | 8.41M | n/a | $1.56B | 0.2% | n/c | 1 | SEC ↗ |
| 18 | Dimensional Fund Advisors Lp | 8.29M | n/a | $1.54B | 0.3% | n/c | 1 | SEC ↗ ×5 |
| 19 | Legal & General Group Plc | 7.31M | n/a | $1.36B | 0.3% | n/c | 1 | SEC ↗ ×3 |
| 20 | Invesco Ltd. | 6.92M | n/a | $1.28B | 0.1% | n/c | 1 | SEC ↗ ×19 |
| 21 | Hsbc Holdings Plc | 5.78M | n/a | $1.07B | 0.3% | n/c | 1 | SEC ↗ ×40 |
| 22 | Deutsche Bank Ag\ | 5.74M | n/a | $1.06B | 0.3% | n/c | 1 | SEC ↗ ×9 |
| 23 | Nuveen, LLC | 5.07M | n/a | $940.26M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 24 | Daiwa Securities Group Inc. | 4.48M | n/a | $831.14M | 2.7% | n/c | 1 | SEC ↗ ×2 |
| 25 | Goldman Sachs Group ✦ | 4.47M | -26.3% | $830.44M | 0.1% | ▼ Trim | 2 | SEC ↗ ×5 |
| 26 | Bank of New York Mellon Corp | 4.03M | n/a | $747.72M | 0.1% | n/c | 1 | SEC ↗ ×18 |
| 27 | Amundi | 3.50M | n/a | $649.80M | 0.2% | n/c | 1 | SEC ↗ ×7 |
| 28 | Wcm Investment Management, Llc | 3.28M | n/a | $616.93M | 1.3% | n/c | 1 | SEC ↗ |
| 29 | Sumitomo Mitsui Trust Group, Inc. | 3.19M | n/a | $591.23M | 0.3% | n/c | 1 | SEC ↗ |
| 30 | Prudential Financial Inc | 2.93M | n/a | $543.68M | 0.7% | n/c | 1 | SEC ↗ ×3 |
| 31 | Russell Investments Group, Ltd. | 2.71M | n/a | $503.99M | 0.6% | n/c | 1 | SEC ↗ ×18 |
| 32 | Ameriprise Financial Inc | 2.72M | n/a | $495.76M | 0.1% | n/c | 1 | SEC ↗ ×8 |
| 33 | Sei Investments Co | 2.41M | n/a | $447.47M | 0.4% | n/c | 1 | SEC ↗ ×3 |
| 34 | Mitsubishi UFJ Asset Management… | 1.97M | n/a | $367.55M | 0.2% | n/c | 1 | SEC ↗ |
| 35 | Nordea Investment Management Ab | 1.93M | n/a | $358.91M | 0.3% | n/c | 1 | SEC ↗ ×3 |
| 36 | National Pension Service | 1.92M | n/a | $356.10M | 0.3% | n/c | 1 | SEC ↗ |
| 37 | Swiss National Bank | 1.83M | n/a | $340.19M | 0.2% | n/c | 1 | SEC ↗ |
| 38 | UBS Group AG | 1.76M | n/a | $327.13M | 0.1% | n/c | 1 | SEC ↗ ×6 |
| 39 | Aberdeen Group plc | 1.72M | n/a | $319.25M | 0.5% | n/c | 1 | SEC ↗ ×3 |
| 40 | California Public Employees… | 1.66M | n/a | $308.52M | 0.2% | n/c | 1 | SEC ↗ |
| 41 | Barclays Plc | 1.65M | n/a | $306.43M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 42 | American Century Companies Inc | 1.37M | n/a | $255.13M | 0.1% | n/c | 1 | SEC ↗ |
| 43 | Voya Investment Management Llc | 1.35M | n/a | $250.30M | 0.3% | n/c | 1 | SEC ↗ ×3 |
| 44 | Rhumbline Advisers | 1.34M | n/a | $248.06M | 0.2% | n/c | 1 | SEC ↗ |
| 45 | Asset Management One Co., Ltd. | 1.30M | n/a | $245.75M | 0.7% | n/c | 1 | SEC ↗ |
| 46 | Alliancebernstein L.P. | 1.31M | n/a | $243.08M | 0.1% | n/c | 1 | SEC ↗ |
| 47 | Nomura Asset Management Co Ltd | 1.30M | n/a | $241.88M | 0.6% | n/c | 1 | SEC ↗ ×2 |
| 48 | Bamco Inc /Ny/ | 1.28M | n/a | $237.12M | 0.6% | n/c | 1 | SEC ↗ |
| 49 | Wells Fargo & Company/Mn | 1.26M | n/a | $234.77M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 50 | Nomura Asset Management… | 1.22M | n/a | $225.57M | 0.3% | n/c | 1 | SEC ↗ ×2 |
| 51 | Universal- Beteiligungs- und… | 1.17M | n/a | $217.81M | 0.4% | n/c | 1 | SEC ↗ |
| 52 | Zurcher Kantonalbank (Zurich… | 1.13M | n/a | $209.55M | 0.5% | n/c | 1 | SEC ↗ |
| 53 | Citigroup Inc | 1.09M | n/a | $202.67M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 54 | D. E. Shaw & Co. ✦ | 1.09M | -39.1% | $202.25M | 0.2% | ▼ Trim | 7 | SEC ↗ ×2 |
| 55 | Bnp Paribas Financial Markets | 1.08M | n/a | $200.81M | 0.1% | n/c | 1 | SEC ↗ |
| 56 | California State Teachers… | 1.04M | n/a | $193.47M | 0.2% | n/c | 1 | SEC ↗ |
| 57 | BNP Paribas Asset Management… | 1.03M | n/a | $191.71M | 0.2% | n/c | 1 | SEC ↗ ×4 |
| 58 | Royal Bank Of Canada | 1.00M | n/a | $186.40M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 59 | Td Asset Management Inc | 932.12K | n/a | $173.01M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 60 | Raymond James Financial Inc | 920.37K | n/a | $170.85M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 61 | Canada Pension Plan Investment Board | 916.02K | n/a | $170.02M | 0.1% | n/c | 1 | SEC ↗ |
| 62 | Pictet Asset Management Holding SA | 850.83K | n/a | $157.93M | 0.2% | n/c | 1 | SEC ↗ |
| 63 | Allianz Asset Management GmbH | 827.08K | n/a | $153.51M | 0.2% | n/c | 1 | SEC ↗ ×2 |
| 64 | Storebrand Asset Management As | 778.70K | n/a | $144.53M | 0.4% | n/c | 1 | SEC ↗ |
| 65 | New York State Common Retirement… | 760.53K | n/a | $141.16M | 0.2% | n/c | 1 | SEC ↗ |
| 66 | Janus Henderson Group Plc | 688.97K | n/a | $127.82M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 67 | Envestnet Asset Management Inc | 680.68K | n/a | $126.34M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Swedbank AB | 677.19K | n/a | $125.69M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 69 | Qube Research & Technologies Ltd | 665.83K | n/a | $123.58M | 0.2% | n/c | 1 | SEC ↗ |
| 70 | Neuberger Berman Group LLC | 652.17K | n/a | $121.05M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 71 | Korea Investment CORP | 640.81K | n/a | $118.94M | 0.2% | n/c | 1 | SEC ↗ |
| 72 | State Board Of Administration Of… | 591.68K | n/a | $109.82M | 0.2% | n/c | 1 | SEC ↗ |
| 73 | Aviva Plc | 548.82K | n/a | $101.87M | 0.2% | n/c | 1 | SEC ↗ |
| 74 | Bank Of Montreal /Can/ | 541.54K | n/a | $100.52M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 75 | Mitsubishi UFJ Trust & Banking Corp | 496.26K | n/a | $92.11M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 76 | Adage Capital Partners ✦ | 485.31K | -20.2% | $90.08M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 77 | AQR Capital Management ✦ | 476.75K | -44.1% | $88.49M | 0.0% | ▼ Trim | 7 | SEC ↗ ×7 |
| 78 | Franklin Resources Inc | 472.95K | n/a | $87.78M | 0.0% | n/c | 1 | SEC ↗ ×11 |
| 79 | Two Sigma Investments ✦ | 449.13K | +15.4% | $83.36M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 80 | Victory Capital Management Inc | 429.88K | n/a | $79.79M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | National Bank Of Canada /Fi/ | 427.29K | n/a | $79.31M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 82 | First Trust Advisors Lp | 423.12K | n/a | $78.54M | 0.1% | n/c | 1 | SEC ↗ |
| 83 | Manufacturers Life Insurance… | 421.74K | n/a | $78.28M | 0.1% | n/c | 1 | SEC ↗ |
| 84 | Danske Bank A/S | 416.52K | n/a | $77.31M | 0.2% | n/c | 1 | SEC ↗ ×2 |
| 85 | Credit Agricole S A | 406.11K | n/a | $75.38M | 0.2% | n/c | 1 | SEC ↗ ×7 |
| 86 | Toronto Dominion Bank | 401.18K | n/a | $74.46M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 87 | PRIMECAP Management ✦ | 384.31K | -1.6% | $71.33M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 88 | LPL Financial LLC | 366.90K | n/a | $68.10M | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Chevy Chase Trust Holdings, LLC | 350.27K | n/a | $65.01M | 0.2% | n/c | 1 | SEC ↗ ×2 |
| 90 | State Of Wisconsin Investment Board | 346.80K | n/a | $64.37M | 0.1% | n/c | 1 | SEC ↗ |
| 91 | Royal London Asset Management Ltd | 327.96K | n/a | $60.87M | 0.1% | n/c | 1 | SEC ↗ |
| 92 | Capital Research Global Investors | 306.31K | n/a | $56.85M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Cibc World Market Inc. | 305.89K | n/a | $56.78M | 0.1% | n/c | 1 | SEC ↗ |
| 94 | Robeco Institutional Asset… | 300.01K | n/a | $55.68M | 0.1% | n/c | 1 | SEC ↗ |
| 95 | BROOKFIELD Corp /ON/ | 298.13K | n/a | $55.34M | 0.1% | n/c | 1 | SEC ↗ |
| 96 | FIL Ltd | 282.90K | n/a | $52.51M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 97 | Mirae Asset Global Investments Co.… | 280.82K | n/a | $52.12M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 98 | Stifel Financial Corp | 279.37K | n/a | $51.86M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 99 | Artisan Partners Limited Partnership | 262.93K | n/a | $48.80M | 0.1% | n/c | 1 | SEC ↗ |
| 100 | Osaic Holdings, Inc. | 258.76K | n/a | $48.04M | 0.1% | n/c | 1 | SEC ↗ ×4 |
“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.
Open-market purchases (P)
Aug 26
Gundlach Andrew
Director · 2.50K sh @ 242.06 · $605,150
Aug 26
Gundlach Andrew
Director · 2.50K sh @ 242.06 · $605,150
Aug 25
Gundlach Andrew
Director · 2.50K sh @ 239.47 · $598,675
Aug 25
Gundlach Andrew
Director · 2.50K sh @ 239.47 · $598,675
Open-market sales (S)
No open-market insider sales in our coverage window.
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
Aug 07
SC 13G/A: COHEN & STEERS, INC.
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