WELL Welltower Inc.
Welltower Inc. (WELL) Institutional Ownership
What the institutions did with WELL last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | 19.0M | 18.6% |
| PRINCIPAL FINANCIAL GROUP INC | 8.6M | 8.4% |
| DIMENSIONAL FUND ADVISORS LP | 8.1M | 8.0% |
| DEUTSCHE BANK AG\ | 5.8M | 5.7% |
| Bank of New York Mellon Corp | 4.2M | 4.1% |
| Amundi | 4.0M | 3.9% |
| Daiwa Securities Group Inc. | 3.7M | 3.6% |
| Sumitomo Mitsui Trust Group, Inc. | 3.0M | 2.9% |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 2.8M | 2.8% |
| Russell Investments Group, Ltd. | 2.8M | 2.7% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 2.5M | 2.5% |
| NORDEA INVESTMENT MANAGEMENT AB | 2.1M | 2.1% |
| Asset Management One Co., Ltd. | 1.4M | 1.3% |
| CITIGROUP INC | 1.2M | 1.2% |
| BARCLAYS PLC | 1.2M | 1.2% |
| AGF MANAGEMENT LTD | 1.2M | 1.1% |
| AEW CAPITAL MANAGEMENT INC | 1.2M | 1.1% |
| AEW CAPITAL MANAGEMENT L P | 1.2M | 1.1% |
| Cardano Risk Management B.V. | 1.1M | 1.1% |
| Pictet Asset Management Holding SA | 890.4K | 0.9% |
| Alphinity Investment Management Pty Ltd | 779.0K | 0.8% |
| STRS OHIO | 765.4K | 0.7% |
| DekaBank Deutsche Girozentrale | 712.3K | 0.7% |
| CONGRESS ASSET MANAGEMENT CO | 696.8K | 0.7% |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 695.6K | 0.7% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 17.7M | 19.0M | +1.3M |
| Amundi | Reduced | 5.3M | 4.0M | -1.3M |
| PRINCIPAL FINANCIAL GROUP INC | Reduced | 9.8M | 8.6M | -1.2M |
| Aberdeen Group plc | Reduced | 1.8M | 547.6K | -1.2M |
| AGF MANAGEMENT LTD | Increased | 51.2K | 1.2M | +1.1M |
| DEUTSCHE BANK AG\ | Increased | 5.0M | 5.8M | +854.5K |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | New | 0 | 695.6K | +695.6K |
| Alphinity Investment Management Pty Ltd | Reduced | 1.2M | 779.0K | -439.4K |
| KBC Group NV | Reduced | 1.0M | 641.1K | -396.4K |
| Daiwa Securities Group Inc. | Reduced | 4.1M | 3.7M | -368.5K |
| DekaBank Deutsche Girozentrale | Increased | 382.3K | 712.3K | +330.0K |
| DIMENSIONAL FUND ADVISORS LP | Reduced | 8.5M | 8.1M | -329.7K |
| Bahl & Gaynor LLC | Increased | 101.6K | 316.6K | +215.0K |
| Candriam S.C.A. | Reduced | 300.0K | 105.5K | -194.6K |
| BARCLAYS PLC | Increased | 1.0M | 1.2M | +194.2K |
| Achmea Investment Management B.V. | New | 0 | 193.1K | +193.1K |
| Mitsubishi UFJ Asset Management Co., Ltd. | Increased | 2.3M | 2.5M | +191.1K |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | Reduced | 3.0M | 2.8M | -190.4K |
| Sumitomo Mitsui Trust Group, Inc. | Reduced | 3.2M | 3.0M | -186.2K |
| NATIXIS | Reduced | 368.6K | 182.5K | -186.0K |
| Bank of New York Mellon Corp | Increased | 4.1M | 4.2M | +164.5K |
| Jefferies Financial Group Inc. | Sold Out | 142.9K | 0 | -142.9K |
| Squarepoint Ops LLC | Reduced | 230.4K | 91.1K | -139.3K |
| Border to Coast Pensions Partnership Ltd | Reduced | 210.0K | 75.0K | -135.0K |
| LBP AM SA | Reduced | 235.5K | 122.9K | -112.6K |
| Russell Investments Group, Ltd. | Reduced | 2.9M | 2.8M | -98.6K |
| STRS OHIO | Reduced | 843.3K | 765.4K | -78.0K |
| TD Waterhouse Canada Inc. | Increased | 65.2K | 141.4K | +76.2K |
| CITIGROUP INC | Reduced | 1.3M | 1.2M | -71.1K |
| LPL Financial LLC | Increased | 480.5K | 545.1K | +64.6K |
| Robeco Institutional Asset Management B.V. | Reduced | 308.3K | 247.2K | -61.2K |
| Cardano Risk Management B.V. | Increased | 1.1M | 1.1M | +60.8K |
| PFA Pension, Forsikringsaktieselskab | Increased | 254.8K | 312.6K | +57.9K |
| Pictet Asset Management Holding SA | Reduced | 945.4K | 890.4K | -55.0K |
| Nemes Rush Group LLC | Increased | 200 | 44.0K | +43.8K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | Increased | 278.0K | 321.4K | +43.4K |
| BANK OF MONTREAL /CAN/ | Increased | 615.1K | 657.6K | +42.4K |
| Warberg Asset Management LLC | New | 0 | 42.0K | +42.0K |
| Asset Management One Co., Ltd. | Increased | 1.3M | 1.4M | +41.3K |
| UniSuper Management Pty Ltd | Increased | 321.2K | 361.3K | +40.1K |
| NORDEA INVESTMENT MANAGEMENT AB | Increased | 2.1M | 2.1M | +36.1K |
| NEOS Investment Management LLC | Increased | 248.2K | 283.5K | +35.3K |
| BI Asset Management Fondsmaeglerselskab A/S | Increased | 42.7K | 78.0K | +35.3K |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | Reduced | 321.8K | 287.5K | -34.3K |
| IFM Investors Pty Ltd | Increased | 280.1K | 313.9K | +33.8K |
| Cambridge Investment Research Advisors, Inc. | Reduced | 68.8K | 36.2K | -32.6K |
| MACKENZIE FINANCIAL CORP | Increased | 219.2K | 251.8K | +32.5K |
| Waratah Capital Advisors Ltd. | Reduced | 110.6K | 79.6K | -31.0K |
| DANSKE BANK A/S | Increased | 417.1K | 447.7K | +30.6K |
| OP Asset Management Ltd | Increased | 79.1K | 106.7K | +27.6K |
| FACTORY MUTUAL INSURANCE CO | Reduced | 190.1K | 164.0K | -26.0K |
| ELEVATION POINT WEALTH PARTNERS, LLC | Reduced | 27.6K | 2.1K | -25.6K |
| NORTHEAST INVESTMENT MANAGEMENT | Increased | 23.0K | 48.5K | +25.5K |
| CONGRESS ASSET MANAGEMENT CO | Reduced | 721.6K | 696.8K | -24.8K |
| Concurrent Investment Advisors, LLC | Increased | 24.1K | 48.7K | +24.6K |
| Trek Financial, LLC | New | 0 | 23.1K | +23.1K |
| Assenagon Asset Management S.A. | Reduced | 45.7K | 22.8K | -22.9K |
| Eurizon Capital SGR S.p.A. | Increased | 141.5K | 164.3K | +22.8K |
| Creative Planning | Increased | 231.2K | 253.7K | +22.5K |
| BANQUE PICTET & CIE SA | New | 0 | 22.4K | +22.4K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.