Security record · archived quarter

WELL

Welltower Inc. · Real Estate · REIT - Healthcare Facilities

233.54 -0.6% mkt cap $168.28B quote delayed (FMP) · as of Oct 19 20:09 UTC · separate from filing data below

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024

168Tracked holders

+4Δ holders

520.05MShares held

$102.75BReported value

+9New positions

−6Exits

Rising Conviction score 43/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +2.4% · share flow +3.2% · net new positions +1.8% · formula
Broad accumulation: rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

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	166	+2	544.10M	$123.43B	+6	−5
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

Holder count

Who holds it · Q1 2026

#	Manager	Shares	Δ shares	Value	Their weight		Held
1	BlackRock ✦ (passive)	74.00M	+1.7%	$14.63B	0.3%	▲ Add	4	SEC ↗ ×21
2	Vanguard Capital Management Llc	45.35M	n/a	$8.97B	0.2%	n/c	1	SEC ↗
3	State Street Global Advisors ✦ (passive)	41.56M	-0.5%	$8.22B	0.3%	▼ Trim	6	SEC ↗
4	Capital International Investors	35.82M	-24.5%	$7.08B	1.7%	▼ Trim	2	SEC ↗
5	Fidelity (FMR) ✦	22.18M	+6.5%	$4.38B	0.2%	▲ Add	4	SEC ↗ ×7
6	Bank Of America Corp /De/	21.75M	+6.6%	$4.30B	0.3%	▲ Add	2	SEC ↗ ×8
7	Geode Capital Management ✦ (passive)	17.77M	+4.5%	$3.51B	0.2%	▲ Add	8	SEC ↗ ×2
8	T. Rowe Price ✦	17.22M	+2.3%	$3.40B	0.4%	▲ Add	8	SEC ↗ ×4
9	Wellington Management ✦	16.95M	-9.1%	$3.35B	0.6%	▼ Trim	8	SEC ↗ ×9
10	Capital World Investors ✦	12.72M	+18.4%	$2.52B	0.3%	▲ Add	4	SEC ↗
11	Principal Financial Group Inc	9.61M	-4.8%	$1.90B	1.0%	▼ Trim	2	SEC ↗ ×3
12	Morgan Stanley ✦	9.05M	-10.1%	$1.79B	0.1%	▼ Trim	3	SEC ↗ ×18
13	Northern Trust Corp	9.00M	+0.1%	$1.78B	0.2%	▲ Add	2	SEC ↗ ×9
14	Charles Schwab Investment…	8.83M	+5.0%	$1.75B	0.3%	▲ Add	2	SEC ↗
15	DZ BANK AG Deutsche Zentral…	8.77M	-4.9%	$1.73B	1.6%	▼ Trim	2	SEC ↗ ×4
16	JPMorgan Chase ✦	8.67M	+2.7%	$1.69B	0.1%	▲ Add	3	SEC ↗ ×21
17	Dimensional Fund Advisors Lp	8.35M	+0.7%	$1.65B	0.3%	▲ Add	2	SEC ↗ ×5
18	UBS AM, a distinct business unit of…	8.17M	+36257.0%	$1.62B	0.3%	▲ Add	2	SEC ↗ ×12
19	Legal & General Group Plc	7.24M	-0.9%	$1.43B	0.3%	▼ Trim	2	SEC ↗ ×3
20	Goldman Sachs Group ✦	6.73M	+50.5%	$1.33B	0.2%	▲ Add	3	SEC ↗ ×8
21	Invesco Ltd.	6.63M	-4.1%	$1.31B	0.1%	▼ Trim	2	SEC ↗ ×19
22	Capital Research Global Investors	6.53M	+2033.4%	$1.29B	0.2%	▲ Add	2	SEC ↗
23	Nuveen, LLC	5.44M	+7.4%	$1.08B	0.3%	▲ Add	2	SEC ↗ ×3
24	Deutsche Bank Ag\	5.14M	-10.3%	$1.02B	0.3%	▼ Trim	2	SEC ↗ ×9
25	Daiwa Securities Group Inc.	4.28M	-4.3%	$846.91M	2.5%	▼ Trim	2	SEC ↗ ×2
26	Bank of New York Mellon Corp	3.97M	-1.4%	$785.41M	0.1%	▼ Trim	2	SEC ↗ ×19
27	Ameriprise Financial Inc	3.56M	+31.1%	$694.79M	0.2%	▲ Add	2	SEC ↗ ×8
28	Amundi	3.33M	-4.8%	$658.60M	0.2%	▼ Trim	2	SEC ↗ ×7
29	Hsbc Holdings Plc	3.23M	-44.1%	$639.05M	0.4%	▼ Trim	2	SEC ↗ ×13
30	Wcm Investment Management, Llc	3.26M	-0.8%	$636.09M	1.5%	▼ Trim	2	SEC ↗
31	Sumitomo Mitsui Trust Group, Inc.	3.18M	-0.2%	$628.27M	0.4%	▼ Trim	2	SEC ↗
32	Prudential Financial Inc	3.04M	+3.6%	$600.23M	0.7%	▲ Add	2	SEC ↗ ×3
33	Russell Investments Group, Ltd.	2.87M	+5.7%	$567.02M	0.6%	▲ Add	2	SEC ↗ ×18
34	Sei Investments Co	2.66M	+10.3%	$525.61M	0.5%	▲ Add	2	SEC ↗ ×2
35	UBS Group AG	2.46M	+39.8%	$487.24M	0.1%	▲ Add	2	SEC ↗ ×5
36	Mitsubishi UFJ Asset Management…	2.14M	+8.7%	$422.61M	0.3%	▲ Add	2	SEC ↗
37	D. E. Shaw & Co. ✦	2.08M	+90.8%	$411.07M	0.3%	▲ Add	8	SEC ↗ ×2
38	Canada Pension Plan Investment Board	2.03M	+121.3%	$400.77M	0.3%	▲ Add	2	SEC ↗
39	Nordea Investment Management Ab	2.03M	+5.2%	$398.73M	0.4%	▲ Add	2	SEC ↗ ×3
40	Swiss National Bank	2.01M	+9.9%	$398.23M	0.2%	▲ Add	2	SEC ↗
41	National Pension Service	1.95M	+1.8%	$386.13M	0.3%	▲ Add	2	SEC ↗
42	Alliancebernstein L.P.	2.04M	+55.4%	$377.73M	0.1%	▲ Add	2	SEC ↗
43	Barclays Plc	1.70M	+2.7%	$335.24M	0.1%	▲ Add	2	SEC ↗ ×6
44	Aberdeen Group plc	1.69M	-2.0%	$333.28M	0.5%	▼ Trim	2	SEC ↗ ×3
45	Citadel Advisors ✦	1.65M	+766.3%	$325.75M	0.2%	▲ Add	8	SEC ↗ ×2
46	Schroder Investment Management Group	1.53M	n/a	$302.21M	0.2%	n/c	1	SEC ↗ ×3
47	Wells Fargo & Company/Mn	1.46M	+15.6%	$289.19M	0.1%	▲ Add	2	SEC ↗ ×5
48	California Public Employees…	1.42M	-14.5%	$280.84M	0.2%	▼ Trim	2	SEC ↗
49	Citigroup Inc	1.37M	+25.1%	$270.14M	0.2%	▲ Add	2	SEC ↗ ×3
50	Nomura Asset Management Co Ltd	1.37M	+4.8%	$270.09M	0.7%	▲ Add	2	SEC ↗ ×2
51	Bamco Inc /Ny/	1.34M	+5.3%	$265.91M	0.8%	▲ Add	2	SEC ↗
52	Voya Investment Management Llc	1.35M	-0.3%	$265.90M	0.3%	▼ Trim	2	SEC ↗ ×3
53	American Century Companies Inc	1.33M	-3.3%	$262.70M	0.1%	▼ Trim	2	SEC ↗
54	Asset Management One Co., Ltd.	1.30M	+0.3%	$257.01M	0.8%	▲ Add	2	SEC ↗
55	Rhumbline Advisers	1.26M	-5.6%	$249.46M	0.2%	▼ Trim	2	SEC ↗
56	Universal- Beteiligungs- und…	1.18M	+0.8%	$232.31M	0.4%	▲ Add	2	SEC ↗
57	Bnp Paribas Financial Markets	1.16M	+7.6%	$230.19M	0.2%	▲ Add	2	SEC ↗
58	Zurcher Kantonalbank (Zurich…	1.13M	-0.3%	$222.44M	0.5%	▼ Trim	2	SEC ↗
59	BNP Paribas Asset Management…	1.12M	+8.4%	$221.12M	0.3%	▲ Add	2	SEC ↗ ×4
60	California State Teachers…	1.04M	-0.7%	$204.69M	0.2%	▼ Trim	2	SEC ↗
61	Td Asset Management Inc	952.54K	+2.2%	$188.33M	0.2%	▲ Add	2	SEC ↗ ×2
62	Healthcare Of Ontario Pension Plan…	923.82K	+3305.1%	$182.65M	0.3%	▲ Add	2	SEC ↗
63	Janus Henderson Group Plc	898.59K	+30.4%	$177.74M	0.1%	▲ Add	2	SEC ↗ ×3
64	Raymond James Financial Inc	894.18K	-2.9%	$176.76M	0.1%	▼ Trim	2	SEC ↗ ×5
65	Royal Bank Of Canada	877.69K	-12.6%	$173.53M	0.0%	▼ Trim	2	SEC ↗ ×10
66	Pictet Asset Management Holding SA	871.61K	+2.4%	$172.32M	0.2%	▲ Add	2	SEC ↗
67	Envestnet Asset Management Inc	837.28K	+23.0%	$165.54M	0.0%	▲ Add	2	SEC ↗
68	Nomura Asset Management…	810.73K	-33.3%	$160.29M	0.3%	▼ Trim	2	SEC ↗ ×2
69	Korea Investment CORP	808.66K	+26.2%	$159.88M	0.3%	▲ Add	2	SEC ↗
70	New York State Common Retirement…	790.73K	+4.0%	$156.33M	0.2%	▲ Add	2	SEC ↗
71	Storebrand Asset Management As	786.61K	+1.0%	$155.52M	0.4%	▲ Add	2	SEC ↗
72	Allianz Asset Management GmbH	749.05K	-9.4%	$148.10M	0.2%	▼ Trim	2	SEC ↗ ×2
73	FIL Ltd	677.78K	+139.6%	$134.00M	0.1%	▲ Add	2	SEC ↗ ×2
74	Marshall Wace ✦	675.95K	New	$133.64M	0.1%	New	1	SEC ↗ ×4
75	1832 Asset Management L.P.	656.99K	+484.5%	$129.89M	0.2%	▲ Add	2	SEC ↗
76	Neuberger Berman Group LLC	650.21K	-0.3%	$128.55M	0.1%	▼ Trim	2	SEC ↗ ×2
77	Swedbank AB	633.47K	-6.5%	$125.24M	0.1%	▼ Trim	2	SEC ↗ ×2
78	Adage Capital Partners ✦	625.11K	+28.8%	$123.59M	0.2%	▲ Add	8	SEC ↗
79	State Board Of Administration Of…	595.01K	+0.6%	$117.64M	0.2%	▲ Add	2	SEC ↗
80	Bank Of Montreal /Can/	592.20K	+9.4%	$117.08M	0.0%	▲ Add	2	SEC ↗ ×8
81	Aviva Plc	566.97K	+3.3%	$112.10M	0.2%	▲ Add	2	SEC ↗
82	Mitsubishi UFJ Trust & Banking Corp	513.81K	+3.5%	$101.59M	0.2%	▲ Add	2	SEC ↗ ×3
83	Jones Financial Companies Lllp	509.14K	+288.4%	$99.68M	0.0%	▲ Add	2	SEC ↗ ×2
84	Franklin Resources Inc	480.37K	+1.6%	$94.97M	0.0%	▲ Add	2	SEC ↗ ×12
85	Balyasny Asset Management L.P.	475.78K	+197.8%	$94.07M	0.2%	▲ Add	2	SEC ↗
86	LPL Financial LLC	451.34K	+23.0%	$89.23M	0.0%	▲ Add	2	SEC ↗
87	Holocene Advisors, LP	443.76K	New	$87.74M	0.2%	New	1	SEC ↗
88	First Trust Advisors Lp	431.98K	+2.1%	$85.41M	0.1%	▲ Add	2	SEC ↗
89	AQR Capital Management ✦	430.30K	-9.7%	$83.73M	0.0%	▼ Trim	8	SEC ↗ ×9
90	Manufacturers Life Insurance…	421.76K	0.0%	$83.39M	0.1%	▲ Add	2	SEC ↗
91	Squarepoint Ops LLC	419.55K	+77.0%	$82.95M	0.2%	▲ Add	2	SEC ↗
92	Millennium Management ✦	413.77K	+857.5%	$81.81M	0.1%	▲ Add	8	SEC ↗
93	Danske Bank A/S	413.64K	-0.7%	$81.78M	0.2%	▼ Trim	2	SEC ↗ ×3
94	PRIMECAP Management ✦	384.31K	0.0%	$75.98M	0.1%	Held	5	SEC ↗
95	State Of Wisconsin Investment Board	369.05K	+6.4%	$72.97M	0.2%	▲ Add	2	SEC ↗
96	Connor, Clark & Lunn Investment…	361.09K	+140.5%	$71.39M	0.2%	▲ Add	2	SEC ↗
97	Credit Agricole S A	352.87K	-13.1%	$69.77M	0.2%	▼ Trim	2	SEC ↗ ×8
98	Chevy Chase Trust Holdings, LLC	346.03K	-1.2%	$68.41M	0.2%	▼ Trim	2	SEC ↗ ×2
99	Victory Capital Management Inc	344.03K	-20.0%	$68.02M	0.0%	▼ Trim	2	SEC ↗
100	Royal London Asset Management Ltd	339.52K	+3.5%	$67.13M	0.1%	▲ Add	2	SEC ↗

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

New buyers

Marshall Wace	$133.64M	0.1%
Holocene Advisors, LP	$87.74M	0.2%

Exited

Norges Bank	$5.47B	was 0.6%
Qube Research & Technologies…	$123.58M	was 0.2%
Artisan Partners Limited…	$48.80M	was 0.1%
Renaissance Technologies	$32.12M	was 0.1%
Tudor Investment Corp Et Al	$9.15M	was 0.1%
Peak6 Llc	$4.91M	was 0.1%

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.

GOOGL167shared holders MSFT167shared holders META166shared holders NVDA166shared holders TSLA165shared holders

Insider transactions

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

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: Q1 2026 · Methodology · Get this via the API