WELLTOWER INC (WELL)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,521
Reporting holders
$150.6B
Reported value
91.0%
Of shares outstanding
1.2%
Held as options
+104
Holder change
Institutions report 655,848,295 shares against 720,744,951 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $17.7B | 78,049,214 | 0.26% | 8q | +5.5%+$918.2M |
| VANGUARD CAPITAL MANAGEMENT LLC | $10.5B | 46,118,974 | 0.22% | 2q | +1.7%+$174.0M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $9.9B | 43,449,568 | 0.44% | 2q | +3.8%+$360.1M |
| STATE STREET CORP | $9.6B | 42,138,810 | 0.28% | 31q | +1.4%+$131.2M |
| Capital International Investors | $9.0B | 39,500,055 | 1.85% | 15q | +10.3%+$835.9M |
| Capital World Investors | $4.5B | 20,028,842 | 0.54% | 5q | +57.4%+$1.7B |
| BANK OF AMERICA CORP /DE/ | $4.4B | 19,496,361 | 0.29% | 31q | -10.4%-$511.6M |
| FMR LLC | $4.4B | 19,451,466 | 0.19% | 31q | -12.3%-$618.4M |
| NORGES BANK | $4.1B | 18,146,984 | 0.41% | 32q | -38.4%-$2.6B |
| GEODE CAPITAL MANAGEMENT, LLC | $4.0B | 17,685,516 | 0.21% | 31q | HELD |
| WELLINGTON MANAGEMENT GROUP LLP | $3.4B | 15,179,324 | 0.59% | 22q | -10.4%-$401.9M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $2.4B | 10,624,243 | 1.85% | 10q | +21.2%+$421.1M |
| PRINCIPAL FINANCIAL GROUP INC | $2.2B | 9,814,621 | 1.09% | 31q | +2.2%+$47.2M |
| MORGAN STANLEY | $2.2B | 9,762,078 | 0.12% | 35q | +7.9%+$162.4M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $2.1B | 9,394,281 | 0.28% | 31q | +6.4%+$128.2M |
| Sixth Street Partners Management Company, L.P. | $2.1B | 9,394,281 | 0.28% | new | NEW |
| NORTHERN TRUST CORP | $2.1B | 9,292,543 | 0.25% | 31q | +3.3%+$66.4M |
| GOLDMAN SACHS GROUP INC | $2.0B | 8,135,502 | 0.18% | 31q | +20.8%+$350.9M |
| JPMORGAN CHASE & CO | $2.0B | 8,588,951 | 0.11% | 31q | -0.9%-$17.8M |
| DIMENSIONAL FUND ADVISORS LP | $1.9B | 8,479,319 | 0.35% | 31q | +1.6%+$30.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1.8B | 7,948,735 | 0.33% | 31q | -2.7%-$50.4M |
| Legal & General Group Plc | $1.6B | 7,046,531 | 0.33% | 31q | -2.7%-$43.7M |
| Capital Research Global Investors | $1.6B | 6,889,084 | 0.22% | 9q | +5.4%+$80.4M |
| Invesco Ltd. | $1.5B | 6,569,461 | 0.12% | 31q | -1.0%-$14.7M |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | $1.4B | 6,049,436 | 6.48% | 9q | +14.9%+$178.0M |
| PeakShares LLC | $1.4B | 6,007 | 1.01% | new | NEW |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | $1.3B | 5,640,625 | 10.93% | 30q | +7.6%+$90.3M |
| Amundi | $1.2B | 5,339,664 | 0.29% | 21q | +60.3%+$455.9M |
| DEUTSCHE BANK AG\ | $1.1B | 4,975,818 | 0.33% | 34q | -3.3%-$38.3M |
| Nuveen, LLC | $1.0B | 4,521,315 | 0.24% | 6q | -16.9%-$209.0M |
| JANE STREET GROUP, LLC | $980.8M | options only | 0.08% | 31q | OPTIONS |
| Daiwa Securities Group Inc. | $925.3M | 4,076,713 | 1.81% | 31q | -4.8%-$47.0M |
| Bank of New York Mellon Corp | $919.4M | 4,050,681 | 0.15% | 31q | +2.0%+$17.7M |
| VANGUARD FIDUCIARY TRUST CO | $899.7M | 3,964,041 | 0.20% | 2q | +1.0%+$8.5M |
| AMERIPRISE FINANCIAL INC | $798.2M | 3,558,695 | 0.16% | 31q | -50.0%-$798.8M |
| Resolution Capital Ltd | $766.6M | 3,377,659 | 14.10% | 22q | -6.3%-$51.8M |
| WCM INVESTMENT MANAGEMENT, LLC | $762.2M | 3,346,803 | 1.38% | 5q | +2.8%+$20.5M |
| HSBC HOLDINGS PLC | $759.9M | 3,321,976 | 0.32% | 31q | +2.8%+$20.8M |
| Sumitomo Mitsui Trust Group, Inc. | $715.1M | 3,150,763 | 0.41% | 31q | -0.8%-$6.1M |
| PRUDENTIAL FINANCIAL INC | $688.1M | 3,031,698 | 0.75% | 34q | HELD |
| Russell Investments Group, Ltd. | $647.7M | 2,853,498 | 0.57% | 31q | -0.6%-$3.6M |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | $645.4M | 2,843,632 | 8.98% | 31q | -5.4%-$37.0M |
| SEI INVESTMENTS CO | $583.7M | 2,571,718 | 0.51% | 31q | -3.3%-$19.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $529.8M | 2,334,400 | 0.29% | 31q | +9.2%+$44.7M |
| CANADA PENSION PLAN INVESTMENT BOARD | $528.4M | 2,328,059 | 0.29% | 31q | +14.9%+$68.3M |
| NORDEA INVESTMENT MANAGEMENT AB | $479.7M | 2,099,648 | 0.39% | 31q | +3.4%+$15.8M |
| National Pension Service | $457.4M | 2,015,067 | 0.29% | 31q | +3.2%+$14.1M |
| Swiss National Bank | $451.0M | 1,987,000 | 0.24% | 31q | -1.4%-$6.2M |
| Aberdeen Group plc | $399.7M | 1,760,904 | 0.56% | 31q | +4.5%+$17.1M |
| APG Asset Management US Inc. | $389.6M | 1,692,393 | 2.73% | 14q | HELD |
| UBS Group AG | $362.3M | 1,596,229 | 0.05% | 31q | -35.2%-$197.1M |
| WELLS FARGO & COMPANY/MN | $353.5M | 1,557,561 | 0.06% | 31q | -46.8%-$310.5M |
| California Public Employees Retirement System | $352.3M | 1,551,984 | 0.20% | 31q | +9.3%+$29.9M |
| Vanguard Global Advisers, LLC | $345.7M | 1,522,908 | 0.16% | 2q | HELD |
| ALLIANCEBERNSTEIN L.P. | $341.7M | 1,728,289 | 0.11% | 31q | -15.1%-$60.7M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $331.1M | 1,458,637 | 0.23% | 31q | -4.6%-$15.9M |
| AMERICAN CENTURY COMPANIES INC | $331.0M | 1,458,544 | 0.15% | 31q | +9.8%+$29.5M |
| NOMURA ASSET MANAGEMENT CO LTD | $324.3M | 1,428,896 | 0.69% | 31q | +4.6%+$14.3M |
| VANGUARD ASSET MANAGEMENT, Ltd | $311.3M | 1,371,696 | 0.21% | 2q | +14.4%+$39.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $305.4M | 1,345,712 | 0.59% | 31q | +19.6%+$50.1M |
| Asset Management One Co., Ltd. | $301.1M | 1,326,391 | 0.77% | 31q | +2.0%+$6.0M |
| VOYA INVESTMENT MANAGEMENT LLC | $294.6M | 1,301,160 | 0.25% | 31q | -3.5%-$10.7M |
| CITIGROUP INC | $294.4M | 1,296,947 | 0.10% | 31q | -5.1%-$15.8M |
| RHUMBLINE ADVISERS | $289.9M | 1,277,189 | 0.22% | 31q | +1.2%+$3.5M |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC | $287.2M | 1,265,520 | 10.22% | 31q | +4.4%+$12.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $283.2M | 1,249,469 | 0.43% | 7q | +6.2%+$16.5M |
| BAMCO INC /NY/ | $279.6M | 1,232,060 | 0.42% | 18q | -8.4%-$25.6M |
| Alphinity Investment Management Pty Ltd | $276.6M | 1,218,448 | 4.60% | 2q | +8.5%+$21.6M |
| AEW CAPITAL MANAGEMENT L P | $261.9M | 1,153,905 | 15.65% | 30q | +8.5%+$20.4M |
| ROYAL BANK OF CANADA | $258.7M | 1,139,710 | 0.04% | 31q | +29.9%+$59.5M |
| BNP PARIBAS FINANCIAL MARKETS | $258.1M | 1,137,353 | 0.09% | 31q | -2.3%-$6.1M |
| Zimmer Partners, LP | $255.1M | 1,123,925 | 5.87% | 10q | HELD |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $244.1M | 1,075,665 | 0.72% | 31q | +0.7%+$1.6M |
| CITADEL ADVISORS LLC | $238.3M | 561,228 | 0.03% | 31q | -65.9%-$461.4M |
| BARCLAYS PLC | $231.6M | 1,020,253 | 0.04% | 31q | -39.8%-$153.3M |
| Castle Hook Partners LP | $228.7M | 1,007,754 | 1.05% | 6q | -15.4%-$41.7M |
| Adelante Capital Management LLC | $220.7M | 972,469 | 14.51% | 26q | -5.5%-$12.8M |
| Holocene Advisors, LP | $217.5M | 958,107 | 0.49% | 2q | +115.9%+$116.7M |
| Pictet Asset Management Holding SA | $214.6M | 945,445 | 0.21% | 12q | +8.5%+$16.8M |
| Capital International, Inc./CA/ | $214.3M | 944,190 | 1.50% | 14q | +14.8%+$27.6M |
| FIL Ltd | $213.9M | 942,527 | 0.15% | 31q | +39.1%+$60.1M |
| D. E. Shaw & Co., Inc. | $213.2M | 928,983 | 0.10% | 31q | -55.3%-$264.0M |
| RAYMOND JAMES FINANCIAL INC | $212.2M | 934,992 | 0.06% | 7q | +4.6%+$9.3M |
| ENVESTNET ASSET MANAGEMENT INC | $208.0M | 916,367 | 0.05% | 31q | +9.4%+$18.0M |
| Heitman Real Estate Securities LLC | $207.8M | 915,721 | 13.34% | 31q | +12.3%+$22.7M |
| TD Asset Management Inc | $203.8M | 897,789 | 0.18% | 31q | -5.7%-$12.4M |
| Korea Investment CORP | $203.2M | 895,149 | 0.39% | 31q | +10.7%+$19.6M |
| Jupiter Topco LLC | $198.5M | 874,893 | 0.08% | new | FIRST |
| STRS OHIO | $191.4M | 843,315 | 0.72% | 31q | +16.3%+$26.8M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $189.8M | 836,080 | 0.19% | 31q | -25.3%-$64.2M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $189.5M | 835,093 | 0.28% | 3q | +3.0%+$5.5M |
| Vanguard Investments Australia, Ltd. | $188.0M | 828,408 | 0.47% | 2q | +3.6%+$6.5M |
| STOREBRAND ASSET MANAGEMENT AS | $179.5M | 790,981 | 0.44% | 3q | +0.6%+$993.2K |
| NEW YORK STATE COMMON RETIREMENT FUND | $178.1M | 784,897 | 0.22% | 31q | -0.7%-$1.3M |
| Allianz Asset Management GmbH | $175.9M | 743,207 | 0.16% | 40q | -0.8%-$1.4M |
| CONGRESS ASSET MANAGEMENT CO | $163.8M | 721,601 | 1.01% | 5q | -3.8%-$6.5M |
| MACQUARIE GROUP LTD | $159.6M | 703,258 | 0.69% | 32q | +3.9%+$5.9M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $147.8M | 87,469 | 0.01% | 31q | -37.8%-$90.0M |
| 1832 Asset Management L.P. | $141.0M | 621,372 | 0.07% | 13q | -5.4%-$8.1M |
| TCW GROUP INC | $140.2M | 617,510 | 0.94% | 26q | +8.1%+$10.5M |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-07 | 13G/A | Cohen & Steers, Inc.with 4 co-filers | 4.9% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,521 | $150.6B | 655,848,295 | 190 | 583 | 409 | 1.2% |
| Q1 2026 | 1,417 | $122.6B | 617,738,389 | 144 | 575 | 376 | 0.5% |
| Q4 2025 | 1,365 | $114.5B | 612,433,852 | 128 | 528 | 367 | 0.7% |
| Q3 2025 | 1,256 | $101.4B | 566,890,505 | 152 | 518 | 310 | 0.5% |
| Q2 2025 | 1,179 | $89.7B | 580,616,467 | 107 | 501 | 311 | 0.5% |
| Q1 2025 | 1,151 | $88.5B | 574,549,842 | 164 | 446 | 288 | 0.6% |
| Q4 2024 | 1,050 | $70.5B | 556,268,878 | 84 | 386 | 265 | 0.6% |
| Q3 2024 | 981 | $71.0B | 551,395,908 | 119 | 333 | 295 | 0.6% |
| Q2 2024 | 912 | $56.0B | 534,242,482 | 104 | 367 | 243 | 0.5% |
| Q1 2024 | 865 | $48.4B | 516,239,279 | 82 | 310 | 261 | 0.5% |
| Q4 2023 | 830 | $43.7B | 482,107,800 | 96 | 304 | 213 | 0.5% |
| Q3 2023 | 731 | $36.7B | 446,165,656 | 53 | 256 | 204 | 0.4% |
| Q2 2023 | 704 | $34.8B | 429,036,001 | 70 | 231 | 191 | 0.5% |
| Q1 2023 | 658 | $30.1B | 418,506,300 | 53 | 211 | 204 | 0.4% |
| Q4 2022 | 629 | $24.1B | 363,966,930 | 66 | 214 | 195 | 1.0% |
| Q3 2022 | 781 | $30.1B | 465,523,886 | 51 | 294 | 225 | 0.7% |
| Q2 2022 | 819 | $37.7B | 454,413,971 | 66 | 287 | 245 | 0.8% |
| Q1 2022 | 850 | $42.6B | 441,044,818 | 96 | 281 | 262 | 0.6% |
| Q4 2021 | 809 | $36.9B | 427,170,283 | 62 | 278 | 229 | 0.9% |
| Q3 2021 | 764 | $33.9B | 407,800,126 | 58 | 250 | 243 | 0.7% |
| Q2 2021 | 763 | $33.7B | 402,961,067 | 78 | 242 | 242 | 0.7% |
| Q1 2021 | 735 | $27.7B | 383,209,046 | 59 | 243 | 255 | 0.9% |
| Q4 2020 | 740 | $24.7B | 378,663,970 | 75 | 210 | 286 | 0.7% |
| Q3 2020 | 699 | $21.2B | 381,693,102 | 41 | 212 | 294 | 1.0% |
| Q2 2020 | 729 | $19.4B | 370,725,516 | 80 | 215 | 318 | 1.2% |
| Q1 2020 | 752 | $17.3B | 374,810,084 | 71 | 264 | 286 | 0.7% |
| Q4 2019 | 859 | $31.2B | 380,626,171 | 67 | 287 | 269 | 0.3% |
| Q3 2019 | 819 | $33.4B | 367,203,867 | 68 | 267 | 297 | 0.5% |
| Q2 2019 | 811 | $30.4B | 370,371,639 | 72 | 315 | 254 | 0.6% |
| Q1 2019 | 816 | $27.8B | 356,825,264 | 99 | 300 | 264 | 0.5% |
| Q4 2018 | 763 | $24.2B | 347,049,270 | 10 | 13 | 22 | 0.6% |