WELLTOWER INC. (WELL) — Institutional Holders, Q2 2026

1,604 institutional investment managers reported a WELL position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $160.3B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← WELL stock profile

WELL in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

189

Added to

676

Trimmed

480

Sold out

Biggest buyers

Capital World InvestorsAdded · +7,306,513 sh+$1.7B
BlackRockAdded · +4,045,458 sh+$918.2M
Capital International InvestorsAdded · +3,682,689 sh+$835.9M
AmundiAdded · +2,008,543 sh+$455.9M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, FrankfurtAdded · +1,855,321 sh+$421.1M

Biggest sellers

FMRTrimmed · -2,724,517 sh-$618.4M
BANK OF AMERICATrimmed · -2,254,140 sh-$511.6M
WELLINGTON MANAGEMENT GROUP LLPTrimmed · -1,770,752 sh-$401.9M
PGGM InvestmentsTrimmed · -1,301,576 sh-$295.4M
D. E. ShawTrimmed · -1,150,171 sh-$261.1M

WELL 13F holders ranked 1–100 of 1,604

Institutional investors reporting a position in WELLTOWER INC. on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BlackRock#1 · 78,049,214 sh	78,049,214	$17.7B	0.26%	+5.5%
2	VANGUARD CAPITAL MANAGEMENT#2 · 46,118,974 sh	46,118,974	$10.5B	0.22%	+1.7%
3	VANGUARD PORTFOLIO MANAGEMENT#3 · 43,449,568 sh	43,449,568	$9.9B	0.44%	+3.8%
4	STATE STREET#4 · 42,138,810 sh	42,138,810	$9.6B	0.28%	+1.4%
5	Capital International Investors#5 · 39,500,055 sh	39,500,055	$9.0B	1.85%	+10.3%
6	COHEN & STEERS#6 · 36,821,274 sh	36,821,274	$8.4B	13.22%	+2.7%
7	Capital World Investors#7 · 20,028,842 sh	20,028,842	$4.5B	0.54%	+57.4%
8	BANK OF AMERICA#8 · 19,496,361 sh	19,496,361	$4.4B	0.29%	-10.4%
9	FMR#9 · 19,451,466 sh	19,451,466	$4.4B	0.19%	-12.3%
10	PRICE T ROWE ASSOCIATES#10 · 18,490,213 sh	18,490,213	$4.2B	0.42%	+7.4%
11	NORGES BANK#11 · 18,146,984 sh	18,146,984	$4.1B	0.41%	—
12	GEODE CAPITAL MANAGEMENT#12 · 17,685,516 sh	17,685,516	$4.0B	0.21%	-0.5%
13	WELLINGTON MANAGEMENT GROUP LLP#13 · 15,179,324 sh	15,179,324	$3.4B	0.59%	-10.4%
14	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt#14 · 10,624,243 sh	10,624,243	$2.4B	1.85%	+21.2%
15	PRINCIPAL FINANCIAL GROUP#15 · 9,814,621 sh	9,814,621	$2.2B	1.09%	+2.2%
16	MORGAN STANLEY#16 · 9,762,078 sh	9,762,078	$2.2B	0.12%	+7.9%
17	CHARLES SCHWAB INVESTMENT MANAGEMENT#17 · 9,394,281 sh	9,394,281	$2.1B	0.28%	+6.4%
18	NORTHERN#18 · 9,292,543 sh	9,292,543	$2.1B	0.25%	+3.3%
19	JPMORGAN CHASE#19 · 8,588,951 sh	8,588,951	$2.0B	0.11%	-0.9%
20	DIMENSIONAL FUND ADVISORS#20 · 8,479,319 sh	8,479,319	$1.9B	0.35%	+1.6%
21	GOLDMAN SACHS GROUP#21 · 8,135,502 sh	8,135,502	$1.8B	0.16%	+20.8%
22	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#22 · 7,948,735 sh	7,948,735	$1.8B	0.33%	-2.7%
23	Legal & General Group Plc#23 · 7,046,531 sh	7,046,531	$1.6B	0.33%	-2.7%
24	Capital Research Global Investors#24 · 6,889,084 sh	6,889,084	$1.6B	0.22%	+5.4%
25	Invesco Ltd.#25 · 6,569,461 sh	6,569,461	$1.5B	0.12%	-1.0%
26	CENTERSQUARE INVESTMENT MANAGEMENT#26 · 5,640,625 sh	5,640,625	$1.3B	10.93%	+7.6%
27	Amundi#27 · 5,339,664 sh	5,339,664	$1.2B	0.29%	+60.3%
28	DEUTSCHE BANK AG\#28 · 4,975,818 sh	4,975,818	$1.1B	0.33%	-3.3%
29	Nuveen#29 · 4,521,315 sh	4,521,315	$1.0B	0.24%	-16.9%
30	Daiwa Securities Group#30 · 4,076,713 sh	4,076,713	$925.3M	1.81%	-4.8%
31	Bank of New York Mellon#31 · 4,050,681 sh	4,050,681	$919.4M	0.15%	+2.0%
32	VANGUARD FIDUCIARY#32 · 3,964,041 sh	3,964,041	$899.7M	0.20%	+1.0%
33	AMERIPRISE FINANCIAL#33 · 3,558,695 sh	3,558,695	$798.2M	0.16%	0.0%
34	Resolution Capital Ltd#34 · 3,377,659 sh	3,377,659	$766.6M	14.10%	-6.3%
35	WCM INVESTMENT MANAGEMENT#35 · 3,346,803 sh	3,346,803	$762.2M	1.38%	+2.8%
36	HSBC PLC#36 · 3,321,976 sh	3,321,976	$754.8M	0.32%	+2.8%
37	Sumitomo Mitsui#37 · 3,150,763 sh	3,150,763	$715.1M	0.41%	-0.8%
38	PRUDENTIAL FINANCIAL#38 · 3,031,698 sh	3,031,698	$688.1M	0.75%	-0.1%
39	DUFF & PHELPS INVESTMENT MANAGEMENT#39 · 3,024,718 sh	3,024,718	$686.5M	6.48%	+14.9%
40	Russell Investments Group, Ltd.#40 · 2,853,498 sh	2,853,498	$647.7M	0.57%	-0.6%
41	CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS#41 · 2,843,632 sh	2,843,632	$645.4M	8.98%	-5.4%
42	SEI INVESTMENTS#42 · 2,571,718 sh	2,571,718	$583.7M	0.52%	-3.3%
43	Mitsubishi UFJ Asset Management , Ltd.#43 · 2,334,400 sh	2,334,400	$529.8M	0.29%	+9.2%
44	CANADA PENSION PLAN INVESTMENT BOARD#44 · 2,328,059 sh	2,328,059	$528.4M	0.29%	+14.9%
45	NORDEA INVESTMENT MANAGEMENT AB#45 · 2,099,648 sh	2,099,648	$479.7M	0.39%	+3.4%
46	National Pension Service#46 · 2,015,067 sh	2,015,067	$457.4M	0.29%	+3.2%
47	Swiss National Bank#47 · 1,987,000 sh	1,987,000	$451.0M	0.24%	-1.4%
48	abrdn plc#48 · 1,760,904 sh	1,760,904	$399.7M	0.56%	+4.5%
49	APG Asset Management US#49 · 1,692,393 sh	1,692,393	$389.6M	2.73%	0.0%
50	GREAT WEST LIFE ASSURANCE#50 · 1,639,804 sh	1,639,804	$371.6M	0.59%	+7.0%
51	UBS Group AG#51 · 1,596,229 sh	1,596,229	$362.3M	0.05%	-35.2%
52	WELLS FARGO & COMPANY#52 · 1,557,561 sh	1,557,561	$353.5M	0.06%	+6.5%
53	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM#53 · 1,551,984 sh	1,551,984	$352.3M	0.20%	+9.3%
54	Vanguard Global Advisers#54 · 1,522,908 sh	1,522,908	$345.7M	0.16%	-0.2%
55	ALLIANCEBERNSTEIN L.P.#55 · 1,728,289 sh	1,728,289	$341.7M	0.11%	-15.1%
56	SCHRODER INVESTMENT MANAGEMENT GROUP#56 · 1,458,637 sh	1,458,637	$331.1M	0.23%	-4.6%
57	AMERICAN CENTURY COMPANIES#57 · 1,458,544 sh	1,458,544	$331.0M	0.15%	+9.8%
58	NOMURA ASSET MANAGEMENT LTD#58 · 1,428,896 sh	1,428,896	$324.3M	0.69%	+4.6%
59	VANGUARD ASSET MANAGEMENT, Ltd#59 · 1,371,696 sh	1,371,696	$311.3M	0.21%	+14.4%
60	Zurcher Kantonalbank (Zurich Cantonalbank)#60 · 1,345,712 sh	1,345,712	$305.4M	0.59%	+19.6%
61	Asset Management One , Ltd.#61 · 1,326,391 sh	1,326,391	$301.1M	—	+2.0%
62	VOYA INVESTMENT MANAGEMENT#62 · 1,301,160 sh	1,301,160	$294.6M	0.25%	-3.5%
63	CITIGROUP#63 · 1,296,947 sh	1,296,947	$294.4M	0.10%	-5.1%
64	RHUMBLINE ADVISERS#64 · 1,277,189 sh	1,277,189	$289.9M	0.22%	+1.2%
65	LASALLE INVESTMENT MANAGEMENT SECURITIES#65 · 1,265,520 sh	1,265,520	$287.2M	10.22%	+4.4%
66	Universal- Beteiligungs- und Servicegesellschaft mbH#66 · 1,249,469 sh	1,249,469	$283.2M	0.43%	+6.2%
67	BAMCO#67 · 1,232,060 sh	1,232,060	$279.6M	0.42%	-8.4%
68	Alphinity Investment Management Pty Ltd#68 · 1,218,448 sh	1,218,448	$276.6M	4.60%	+8.5%
69	AEW CAPITAL MANAGEMENT L P#69 · 1,153,905 sh	1,153,905	$261.9M	15.65%	+8.5%
70	ROYAL BANK OF CANADA#70 · 1,139,710 sh	1,139,710	$258.7M	0.04%	+29.9%
71	BNP PARIBAS FINANCIAL MARKETS#71 · 1,137,353 sh	1,137,353	$258.1M	0.09%	-2.3%
72	Zimmer Partners#72 · 1,123,925 sh	1,123,925	$255.1M	5.87%	+0.4%
73	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO#73 · 1,075,665 sh	1,075,665	$244.1M	0.72%	+0.7%
74	KBC Group NV#74 · 1,037,439 sh	1,037,439	$235.5M	—	-2.7%
75	BARCLAYS PLC#75 · 1,020,253 sh	1,020,253	$231.6M	0.04%	-39.8%
76	Castle Hook Partners#76 · 1,007,754 sh	1,007,754	$228.7M	1.05%	-15.4%
77	Adelante Capital Management#77 · 972,469 sh	972,469	$220.7M	14.51%	-5.5%
78	Holocene Advisors#78 · 958,107 sh	958,107	$217.5M	0.49%	+115.9%
79	Pictet Asset Management Holding SA#79 · 945,445 sh	945,445	$214.6M	0.20%	+8.5%
80	Capital International#80 · 944,190 sh	944,190	$214.3M	1.50%	+14.8%
81	FIL Ltd#81 · 942,527 sh	942,527	$213.9M	0.15%	+39.1%
82	RAYMOND JAMES FINANCIAL#82 · 934,992 sh	934,992	$212.2M	0.06%	+4.6%
83	D. E. Shaw#83 · 928,983 sh	928,983	$210.9M	0.10%	-55.3%
84	ENVESTNET ASSET MANAGEMENT#84 · 916,367 sh	916,367	$208.0M	0.05%	+9.4%
85	HEITMAN REAL ESTATE SECURITIES#85 · 915,721 sh	915,721	$207.8M	13.34%	+12.3%
86	TD ASSET MANAGEMENT#86 · 897,789 sh	897,789	$203.8M	0.18%	-5.7%
87	Korea Investment#87 · 895,149 sh	895,149	$203.2M	0.39%	+10.7%
88	Jupiter Topco#88 · 874,893 sh	874,893	$198.5M	0.08%	—
89	NATIXIS ADVISORS#89 · 869,887 sh	869,887	$197.4M	0.22%	+3.1%
90	STRS OHIO#90 · 843,315 sh	843,315	$191.4M	0.72%	+16.3%
91	BNP Paribas Asset Management Holding S.A.#91 · 836,080 sh	836,080	$189.8M	0.19%	-25.3%
92	NOMURA ASSET MANAGEMENT INTERNATIONAL#92 · 835,093 sh	835,093	$189.5M	0.28%	+3.0%
93	Vanguard Investments Australia, Ltd.#93 · 828,408 sh	828,408	$188.0M	0.47%	+3.6%
94	STOREBRAND ASSET MANAGEMENT AS#94 · 790,981 sh	790,981	$179.5M	0.44%	+0.6%
95	NEW YORK STATE COMMON RETIREMENT FUND#95 · 784,897 sh	784,897	$178.1M	0.22%	-0.7%
96	Allianz Asset Management GmbH#96 · 743,207 sh	743,207	$167.6M	0.15%	-0.8%
97	CONGRESS ASSET MANAGEMENT#97 · 721,601 sh	721,601	$163.8M	—	-3.8%
98	MACQUARIE GROUP LTD#98 · 703,258 sh	703,258	$159.6M	0.69%	+3.9%
99	1832 Asset Management L.P.#99 · 621,372 sh	621,372	$141.0M	0.07%	-5.4%
100	TCW GROUP#100 · 617,510 sh	617,510	$140.2M	0.94%	+8.1%

Funds that sold out of WELL in Q2 2026 (83)

Held WELL at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held WELL in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS475,209 sh	475,209	$94.0M
Hudson Bay Capital Management235,296 sh	235,296	$46.5M
Alyeska Investment Group, L.P.139,764 sh	139,764	$27.6M
Mizuho Markets Cayman67,061 sh	67,061	$13.3M
ExodusPoint Capital Management66,207 sh	66,207	$13.1M
HBK INVESTMENTS L P62,515 sh	62,515	$12.4M
Quadrature Capital Ltd49,122 sh	49,122	$9.7M
DUPONT CAPITAL MANAGEMENT41,770 sh	41,770	$8.3M
BECK CAPITAL MANAGEMENT33,965 sh	33,965	$6.7M
Verition Fund Management31,171 sh	31,171	$6.2M
L & S Advisors21,547 sh	21,547	$4.3M
QUADRANT CAPITAL GROUP37,378 sh	37,378	$3.7M
Edgestream Partners, L.P.17,991 sh	17,991	$3.6M
Nearwater Capital Markets, Ltd14,600 sh	14,600	$2.9M
PATTON FUND MANAGEMENT12,428 sh	12,428	$2.5M
iA Global Asset Management12,143 sh	12,143	$2.4M
BANQUE PICTET & CIE SA10,671 sh	10,671	$2.1M
Parallax Volatility Advisers, L.P.9,625 sh	9,625	$2.0M
Jump Financial9,282 sh	9,282	$1.8M
Banco BTG Pactual S.A.9,166 sh	9,166	$1.8M
DigitalBridge Group6,850 sh	6,850	$1.4M
RiverFront Investment Group6,239 sh	6,239	$1.2M
EVOLVE PRIVATE WEALTH5,595 sh	5,595	$1.1M
Friedenthal Financial5,403 sh	5,403	$1.1M
Y-Intercept (Hong Kong) Ltd4,673 sh	4,673	$923.9K
BARD ASSOCIATES4,277 sh	4,277	$845.6K
Donoghue Forlines3,879 sh	3,879	$766.9K
Ocean Park Asset Management3,630 sh	3,630	$717.5K
Golden State Equity Partners3,379 sh	3,379	$668.1K
Sageworth2,976 sh	2,976	$588.4K
WORLD EQUITY GROUP2,751 sh	2,751	$543.9K
TWO SIGMA SECURITIES2,717 sh	2,717	$537.2K
NorthCrest Asset Manangement2,514 sh	2,514	$508.6K
EVOKE WEALTH2,423 sh	2,423	$479.1K
JANE STREET GROUP2,331 sh	2,331	$460.9K
BEESE FULMER INVESTMENT MANAGEMENT2,142 sh	2,142	$423.4K
Engineers Gate Manager2,029 sh	2,029	$401.2K
OLD MISSION CAPITAL1,914 sh	1,914	$378.4K
SEGALL BRYANT & HAMILL1,758 sh	1,758	$361.0K
Cercano Management1,736 sh	1,736	$343.2K
CAPSTONE WEALTH MANAGEMENT GROUP1,450 sh	1,450	$286.7K
Capital CS Group1,330 sh	1,330	$263.0K
Stonebridge Capital Advisors1,288 sh	1,288	$254.7K
Campbell & Investment Adviser1,248 sh	1,248	$246.7K
DV Trading1,200 sh	1,200	$237.3K
INSIGNEO ADVISORY SERVICES1,162 sh	1,162	$229.7K
FOX RUN MANAGEMENT, L.L.C.1,172 sh	1,172	$228.9K
Greenwich Wealth Management1,081 sh	1,081	$214.0K
111 Capital1,055 sh	1,055	$208.6K
REUTER JAMES WEALTH MANAGEMENT1,050 sh	1,050	$207.6K
Intrua Financial1,041 sh	1,041	$205.8K
ZACKS INVESTMENT MANAGEMENT1,038 sh	1,038	$205.2K
Blueshift Asset Management1,017 sh	1,017	$201.1K
Opal Wealth Advisors704 sh	704	$139.2K
TWIN PEAKS WEALTH ADVISORS658 sh	658	$130.1K
Wall Street Financial Group564 sh	564	$111.5K
Capula Management Ltd549 sh	549	$108.5K
Intentional Wealth Strategies395 sh	395	$78.1K
Destiny Wealth Partners335 sh	335	$66.2K
Global Assets Advisory270 sh	270	$53.4K
Root Financial Partners217 sh	217	$42.9K
Wealth Preservation Advisors150 sh	150	$29.7K
Scarborough Advisors148 sh	148	$29.3K
BURKETT FINANCIAL SERVICES147 sh	147	$29.1K
Sound Income Strategies137 sh	137	$27.3K
Sachetta133 sh	133	$26.3K
Global Wealth Strategies & Associates97 sh	97	$19.2K
REAP Financial Group75 sh	75	$14.8K
Johnson Financial Group47 sh	47	$9.3K
Operose Advisors44 sh	44	$8.7K
Clayton Financial Group35 sh	35	$6.9K
Legacy Wealth Managment28 sh	28	$5.5K
Portus Wealth Advisors25 sh	25	$4.9K
Richardson Capital Management21 sh	21	$4.2K
Washington Advisors14 sh	14	$2.8K
1620 INVESTMENT ADVISORS9 sh	9	$1.9K
TopTier Wealth Management9 sh	9	$1.8K
Vision Retirement5 sh	5	$989.00
PITTENGER & ANDERSON3 sh	3	$594.00
Napier Financial2 sh	2	$395.00
Innovative Asset Advisors Group1 sh	1	$198.00
TOTH FINANCIAL ADVISORY1 sh	1	$198.00
Elequin Securities702 sh	702	—

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.