Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in WELL held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 74.0M | $14.63B | +1.7% | 10.563% | 0.26% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 45.4M | $8.97B | β | 6.473% | 0.22% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 41.9M | $8.28B | β | 5.975% | 0.44% |
| 4 | STATE STREET CORP | 41.6M | $8.22B | -0.5% | 5.932% | 0.28% |
| 5 | Capital International Investors | 35.8M | $7.08B | -24.5% | 5.112% | 1.66% |
| 6 | FMR LLC | 22.2M | $4.38B | +6.5% | 3.165% | 0.24% |
| 7 | BANK OF AMERICA CORP /DE/ | 21.8M | $4.30B | +6.6% | 3.104% | 0.31% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 17.8M | $3.51B | +4.5% | 2.536% | 0.22% |
| 9 | WELLINGTON MANAGEMENT GROUP LLP | 17.0M | $3.35B | -9.1% | 2.419% | 0.63% |
| 10 | Capital World Investors | 12.7M | $2.52B | +18.4% | 1.816% | 0.34% |
| 11 | PRINCIPAL FINANCIAL GROUP INC | 9.6M | $1.90B | -4.8% | 1.371% | 1.01% |
| 12 | MORGAN STANLEY | 9.0M | $1.79B | -10.1% | 1.291% | 0.11% |
| 13 | NORTHERN TRUST CORP | 9.0M | $1.78B | +0.1% | 1.285% | 0.24% |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 8.8M | $1.75B | +5.0% | 1.260% | 0.27% |
| 15 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt | 8.8M | $1.73B | -4.9% | 1.252% | 1.70% |
| 16 | DIMENSIONAL FUND ADVISORS LP | 8.3M | $1.65B | +0.7% | 1.191% | 0.34% |
| 17 | UBS ASSET MANAGEMENT AMERICAS INC | 8.2M | $1.62B | +36257.0% | 1.166% | 0.34% |
| 18 | GOLDMAN SACHS GROUP INC | 7.4M | $1.46B | +50.7% | 1.055% | 0.17% |
| 19 | Legal & General Group Plc | 7.2M | $1.43B | -0.9% | 1.033% | 0.33% |
| 20 | Invesco Ltd. | 6.6M | $1.31B | -4.1% | 0.947% | 0.20% |
| 21 | Capital Research Global Investors | 6.5M | $1.29B | +2033.4% | 0.933% | 0.20% |
| 22 | Nuveen, LLC | 5.4M | $1.08B | +7.4% | 0.777% | 0.29% |
| 23 | CENTERSQUARE INVESTMENT MANAGEMENT LLC | 5.2M | $1.04B | -5.4% | 0.748% | 10.72% |
| 24 | DEUTSCHE BANK AG\ | 5.1M | $1.02B | -10.6% | 0.734% | 0.34% |
| 25 | Daiwa Securities Group Inc. | 4.3M | $846.9M | -4.3% | 0.611% | 2.70% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in WELL β a direct measure of their conviction.
Filings activity in WELL during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new WELL position in Q1 2026
Institutions that fully closed their WELL position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,444 | +3.8% | 79.19% | +4.15 pp | $118.86B | +5.5% |
| Q4 2025 | 1,391 | +8.3% | 75.04% | +8.77 pp | $112.63B | +13% |
| Q3 2025 | 1,284 | +5.0% | 66.27% | +7.12 pp | $99.47B | +12% |
| Q2 2025 | 1,223 | +3.8% | 59.15% | +4.36 pp | $88.78B | +8.0% |
| Q1 2025 | 1,178 | +9.6% | 54.79% | +8.60 pp | $82.24B | +19% |
| Q4 2024 | 1,075 | +5.6% | 46.19% | +3.26 pp | $69.33B | +7.6% |
| Q3 2024 | 1,018 | +6.5% | 42.93% | +6.86 pp | $64.43B | +19% |
| Q2 2024 | 956 | β | 36.07% | β | $54.14B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying WELL stock.
Based on Q1 2026 13F filings, institutional ownership of Welltower Inc. stands at 79.2%, held across 1,444 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of WELL, with approximately 74,003,756 shares worth $14.63B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of WELL.
Our composite Smart Money Score for WELL is 53 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
195 institutions opened new positions in WELL during Q1 2026, while 142 fully exited. 1,028 added to existing positions and 214 trimmed.
WELL institutional ownership rose by 4.15 percentage points quarter-over-quarter, with a net change of +53 holders.
The top 10 institutions account for 54.9% of all reported 13F value in WELL, and the top 25 account for 73.1%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Welltower Inc. (WELL) Institutional Ownership