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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
168Tracked holders
+2Δ holders
549.54MShares held
$124.66BReported value
+6New positions
−3Exits
Stable Conviction score 45/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +1.2% · share flow +2.5% · 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 Q2 2026

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 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock (passive) 78.05M +5.5% $17.71B 0.3% ▲ Add 5 SEC ↗
2 BlackRock (passive) 78.05M +5.5% $17.71B 0.3% ▲ Add 5 SEC ↗
3 BlackRock (passive) 78.05M +5.5% $17.71B 0.3% ▲ Add 5 SEC ↗
4 BlackRock (passive) 78.05M +5.5% $17.71B 0.3% ▲ Add 5 SEC ↗
5 BlackRock (passive) 78.05M +5.5% $17.71B 0.3% ▲ Add 5 SEC ↗
6 BlackRock (passive) 78.05M +5.5% $17.71B 0.3% ▲ Add 5 SEC ↗
7 BlackRock (passive) 78.05M +5.5% $17.71B 0.3% ▲ Add 5 SEC ↗
8 BlackRock (passive) 78.05M +5.5% $17.71B 0.3% ▲ Add 5 SEC ↗
9 BlackRock (passive) 78.05M +5.5% $17.71B 0.3% ▲ Add 5 SEC ↗
10 BlackRock (passive) 78.05M +5.5% $17.71B 0.3% ▲ Add 5 SEC ↗
11 BlackRock (passive) 78.05M +5.5% $17.71B 0.3% ▲ Add 5 SEC ↗
12 BlackRock (passive) 78.05M +5.5% $17.71B 0.3% ▲ Add 5 SEC ↗
13 BlackRock (passive) 78.05M +5.5% $17.71B 0.3% ▲ Add 5 SEC ↗
14 BlackRock (passive) 78.05M +5.5% $17.71B 0.3% ▲ Add 5 SEC ↗
15 BlackRock (passive) 78.05M +5.5% $17.71B 0.3% ▲ Add 5 SEC ↗
16 BlackRock (passive) 78.05M +5.5% $17.71B 0.3% ▲ Add 5 SEC ↗
17 BlackRock (passive) 78.05M +5.5% $17.71B 0.3% ▲ Add 5 SEC ↗
18 BlackRock (passive) 78.05M +5.5% $17.71B 0.3% ▲ Add 5 SEC ↗
19 BlackRock (passive) 78.05M +5.5% $17.71B 0.3% ▲ Add 5 SEC ↗
20 BlackRock (passive) 78.05M +5.5% $17.71B 0.3% ▲ Add 5 SEC ↗
21 BlackRock (passive) 78.05M +5.5% $17.71B 0.3% ▲ Add 5 SEC ↗
22 Vanguard Capital Management Llc 46.12M +1.7% $10.47B 0.2% ▲ Add 2 SEC ↗
23 State Street Global Advisors (passive) 42.14M +1.4% $9.56B 0.3% ▲ Add 7 SEC ↗
24 Capital International Investors 39.50M +10.3% $8.97B 1.9% ▲ Add 3 SEC ↗
25 Capital World Investors 20.03M +57.4% $4.55B 0.5% ▲ Add 5 SEC ↗
26 Bank Of America Corp /De/ 19.50M -10.4% $4.43B 0.3% ▼ Trim 3 SEC ↗
27 Bank Of America Corp /De/ 19.50M -10.4% $4.43B 0.3% ▼ Trim 3 SEC ↗
28 Bank Of America Corp /De/ 19.50M -10.4% $4.43B 0.3% ▼ Trim 3 SEC ↗
29 Bank Of America Corp /De/ 19.50M -10.4% $4.43B 0.3% ▼ Trim 3 SEC ↗
30 Bank Of America Corp /De/ 19.50M -10.4% $4.43B 0.3% ▼ Trim 3 SEC ↗
31 Bank Of America Corp /De/ 19.50M -10.4% $4.43B 0.3% ▼ Trim 3 SEC ↗
32 Bank Of America Corp /De/ 19.50M -10.4% $4.43B 0.3% ▼ Trim 3 SEC ↗
33 Bank Of America Corp /De/ 19.50M -10.4% $4.43B 0.3% ▼ Trim 3 SEC ↗
34 Fidelity (FMR) 19.45M -12.3% $4.41B 0.2% ▼ Trim 5 SEC ↗
35 Fidelity (FMR) 19.45M -12.3% $4.41B 0.2% ▼ Trim 5 SEC ↗
36 Fidelity (FMR) 19.45M -12.3% $4.41B 0.2% ▼ Trim 5 SEC ↗
37 Fidelity (FMR) 19.45M -12.3% $4.41B 0.2% ▼ Trim 5 SEC ↗
38 Fidelity (FMR) 19.45M -12.3% $4.41B 0.2% ▼ Trim 5 SEC ↗
39 Fidelity (FMR) 19.45M -12.3% $4.41B 0.2% ▼ Trim 5 SEC ↗
40 Fidelity (FMR) 19.45M -12.3% $4.41B 0.2% ▼ Trim 5 SEC ↗
41 T. Rowe Price 18.49M +7.4% $4.20B 0.4% ▲ Add 9 SEC ↗
42 T. Rowe Price 18.49M +7.4% $4.20B 0.4% ▲ Add 9 SEC ↗
43 T. Rowe Price 18.49M +7.4% $4.20B 0.4% ▲ Add 9 SEC ↗
44 Norges Bank (passive) 18.15M New $4.12B 0.4% New 1 SEC ↗
45 Geode Capital Management (passive) 17.69M -0.5% $4.00B 0.2% ▼ Trim 9 SEC ↗
46 Geode Capital Management (passive) 17.69M -0.5% $4.00B 0.2% ▼ Trim 9 SEC ↗
47 Wellington Management 15.18M -10.4% $3.45B 0.6% ▼ Trim 9 SEC ↗
48 Wellington Management 15.18M -10.4% $3.45B 0.6% ▼ Trim 9 SEC ↗
49 Wellington Management 15.18M -10.4% $3.45B 0.6% ▼ Trim 9 SEC ↗
50 Wellington Management 15.18M -10.4% $3.45B 0.6% ▼ Trim 9 SEC ↗
51 Wellington Management 15.18M -10.4% $3.45B 0.6% ▼ Trim 9 SEC ↗
52 Wellington Management 15.18M -10.4% $3.45B 0.6% ▼ Trim 9 SEC ↗
53 Wellington Management 15.18M -10.4% $3.45B 0.6% ▼ Trim 9 SEC ↗
54 Wellington Management 15.18M -10.4% $3.45B 0.6% ▼ Trim 9 SEC ↗
55 Wellington Management 15.18M -10.4% $3.45B 0.6% ▼ Trim 9 SEC ↗
56 DZ BANK AG Deutsche Zentral… 10.62M +21.2% $2.41B 1.9% ▲ Add 3 SEC ↗
57 DZ BANK AG Deutsche Zentral… 10.62M +21.2% $2.41B 1.9% ▲ Add 3 SEC ↗
58 DZ BANK AG Deutsche Zentral… 10.62M +21.2% $2.41B 1.9% ▲ Add 3 SEC ↗
59 Principal Financial Group Inc 9.81M +2.2% $2.23B 1.1% ▲ Add 3 SEC ↗
60 Principal Financial Group Inc 9.81M +2.2% $2.23B 1.1% ▲ Add 3 SEC ↗
61 Principal Financial Group Inc 9.81M +2.2% $2.23B 1.1% ▲ Add 3 SEC ↗
62 Morgan Stanley 9.76M +7.9% $2.22B 0.1% ▲ Add 4 SEC ↗
63 Morgan Stanley 9.76M +7.9% $2.22B 0.1% ▲ Add 4 SEC ↗
64 Morgan Stanley 9.76M +7.9% $2.22B 0.1% ▲ Add 4 SEC ↗
65 Morgan Stanley 9.76M +7.9% $2.22B 0.1% ▲ Add 4 SEC ↗
66 Morgan Stanley 9.76M +7.9% $2.22B 0.1% ▲ Add 4 SEC ↗
67 Morgan Stanley 9.76M +7.9% $2.22B 0.1% ▲ Add 4 SEC ↗
68 Morgan Stanley 9.76M +7.9% $2.22B 0.1% ▲ Add 4 SEC ↗
69 Morgan Stanley 9.76M +7.9% $2.22B 0.1% ▲ Add 4 SEC ↗
70 Morgan Stanley 9.76M +7.9% $2.22B 0.1% ▲ Add 4 SEC ↗
71 Morgan Stanley 9.76M +7.9% $2.22B 0.1% ▲ Add 4 SEC ↗
72 Morgan Stanley 9.76M +7.9% $2.22B 0.1% ▲ Add 4 SEC ↗
73 Morgan Stanley 9.76M +7.9% $2.22B 0.1% ▲ Add 4 SEC ↗
74 Morgan Stanley 9.76M +7.9% $2.22B 0.1% ▲ Add 4 SEC ↗
75 Morgan Stanley 9.76M +7.9% $2.22B 0.1% ▲ Add 4 SEC ↗
76 Morgan Stanley 9.76M +7.9% $2.22B 0.1% ▲ Add 4 SEC ↗
77 Morgan Stanley 9.76M +7.9% $2.22B 0.1% ▲ Add 4 SEC ↗
78 Morgan Stanley 9.76M +7.9% $2.22B 0.1% ▲ Add 4 SEC ↗
79 Morgan Stanley 9.76M +7.9% $2.22B 0.1% ▲ Add 4 SEC ↗
80 Charles Schwab Investment… 9.39M +6.4% $2.13B 0.3% ▲ Add 3 SEC ↗
81 Charles Schwab Investment… 9.39M +6.4% $2.13B 0.3% ▲ Add 3 SEC ↗
82 Northern Trust Corp 9.29M +3.2% $2.11B 0.2% ▲ Add 3 SEC ↗
83 Northern Trust Corp 9.29M +3.2% $2.11B 0.2% ▲ Add 3 SEC ↗
84 Northern Trust Corp 9.29M +3.2% $2.11B 0.2% ▲ Add 3 SEC ↗
85 Northern Trust Corp 9.29M +3.2% $2.11B 0.2% ▲ Add 3 SEC ↗
86 Northern Trust Corp 9.29M +3.2% $2.11B 0.2% ▲ Add 3 SEC ↗
87 Northern Trust Corp 9.29M +3.2% $2.11B 0.2% ▲ Add 3 SEC ↗
88 Northern Trust Corp 9.29M +3.2% $2.11B 0.2% ▲ Add 3 SEC ↗
89 Northern Trust Corp 9.29M +3.2% $2.11B 0.2% ▲ Add 3 SEC ↗
90 Northern Trust Corp 9.29M +3.2% $2.11B 0.2% ▲ Add 3 SEC ↗
91 JPMorgan Chase 8.59M -0.9% $1.96B 0.1% ▼ Trim 4 SEC ↗
92 JPMorgan Chase 8.59M -0.9% $1.96B 0.1% ▼ Trim 4 SEC ↗
93 JPMorgan Chase 8.59M -0.9% $1.96B 0.1% ▼ Trim 4 SEC ↗
94 JPMorgan Chase 8.59M -0.9% $1.96B 0.1% ▼ Trim 4 SEC ↗
95 JPMorgan Chase 8.59M -0.9% $1.96B 0.1% ▼ Trim 4 SEC ↗
96 JPMorgan Chase 8.59M -0.9% $1.96B 0.1% ▼ Trim 4 SEC ↗
97 JPMorgan Chase 8.59M -0.9% $1.96B 0.1% ▼ Trim 4 SEC ↗
98 JPMorgan Chase 8.59M -0.9% $1.96B 0.1% ▼ Trim 4 SEC ↗
99 JPMorgan Chase 8.59M -0.9% $1.96B 0.1% ▼ Trim 4 SEC ↗
100 JPMorgan Chase 8.59M -0.9% $1.96B 0.1% ▼ Trim 4 SEC ↗

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

New buyers

Norges Bank $4.12B 0.4%

Exited

Alyeska Investment Group, L.P. $27.63M was 0.1%
Parallax Volatility Advisers… $1.99M was 0.1%
Jane Street Group, Llc $460,863 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: Q2 2026 · Methodology · Get this via the API