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 June 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.
Sign in or subscribeLargest holders
| Manager | Shares | % of reported |
|---|---|---|
| BlackRock, Inc. | 78.0M | 11.0% |
| VANGUARD CAPITAL MANAGEMENT LLC | 46.1M | 6.5% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 43.4M | 6.1% |
| STATE STREET CORP | 42.1M | 5.9% |
| Capital International Investors | 39.5M | 5.6% |
| COHEN & STEERS, INC. | 36.8M | 5.2% |
| Capital World Investors | 20.0M | 2.8% |
| BANK OF AMERICA CORP /DE/ | 19.5M | 2.8% |
| FMR LLC | 19.5M | 2.7% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 18.5M | 2.6% |
| NORGES BANK | 18.1M | 2.6% |
| GEODE CAPITAL MANAGEMENT, LLC | 17.7M | 2.5% |
| WELLINGTON MANAGEMENT GROUP LLP | 15.2M | 2.1% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 10.6M | 1.5% |
| PRINCIPAL FINANCIAL GROUP INC | 9.8M | 1.4% |
| MORGAN STANLEY | 9.8M | 1.4% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 9.4M | 1.3% |
| NORTHERN TRUST CORP | 9.3M | 1.3% |
| JPMORGAN CHASE & CO | 8.6M | 1.2% |
| DIMENSIONAL FUND ADVISORS LP | 8.5M | 1.2% |
| GOLDMAN SACHS GROUP INC | 8.1M | 1.1% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 7.9M | 1.1% |
| Legal & General Group Plc | 7.0M | 1.0% |
| Capital Research Global Investors | 6.9M | 1.0% |
| Invesco Ltd. | 6.6M | 0.9% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Capital World Investors | Increased | 12.7M | 20.0M | +7.3M |
| BlackRock, Inc. | Increased | 74.0M | 78.0M | +4.0M |
| Capital International Investors | Increased | 35.8M | 39.5M | +3.7M |
| FMR LLC | Reduced | 22.2M | 19.5M | -2.7M |
| BANK OF AMERICA CORP /DE/ | Reduced | 21.8M | 19.5M | -2.3M |
| Amundi | Increased | 3.3M | 5.3M | +2.0M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | Increased | 8.8M | 10.6M | +1.9M |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | 17.0M | 15.2M | -1.8M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Increased | 41.9M | 43.4M | +1.6M |
| GOLDMAN SACHS GROUP INC | Increased | 6.7M | 8.1M | +1.4M |
| PGGM Investments | Reduced | 1.8M | 449.8K | -1.3M |
| PRICE T ROWE ASSOCIATES INC /MD/ | Increased | 17.2M | 18.5M | +1.3M |
| D. E. Shaw & Co., Inc. | Reduced | 2.1M | 929.0K | -1.2M |
| CITADEL ADVISORS LLC | Reduced | 1.6M | 561.2K | -1.1M |
| COHEN & STEERS, INC. | Increased | 35.8M | 36.8M | +976.0K |
| Nuveen, LLC | Reduced | 5.4M | 4.5M | -920.7K |
| UBS Group AG | Reduced | 2.5M | 1.6M | -868.2K |
| SG Americas Securities, LLC | Reduced | 1.1M | 310.4K | -812.5K |
| VANGUARD CAPITAL MANAGEMENT LLC | Increased | 45.4M | 46.1M | +766.5K |
| WORLDQUANT MILLENNIUM ADVISORS LLC | Reduced | 863.3K | 118.0K | -745.3K |
| MORGAN STANLEY | Increased | 9.0M | 9.8M | +715.5K |
| BARCLAYS PLC | Reduced | 1.7M | 1.0M | -675.4K |
| STATE STREET CORP | Increased | 41.6M | 42.1M | +578.0K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Increased | 8.8M | 9.4M | +564.8K |
| Holocene Advisors, LP | Increased | 443.8K | 958.1K | +514.3K |
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.