Welltower Inc. (WELL) Institutional Ownership
Q1 2026 13F Data|Updated 2026-06-13
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Institutional ownership increased this quarter (+4.15 pp), though top 10 holders maintain a highly concentrated 54.9% of institutional value.
Institutional Ownership79.2%$118.9B total value · ▲ +4.15 pp vs prior quarter
Can exceed 100% due to securities lending, short interest, and reporting timing differences.
Smart Money Score53 / 100Neutral
Based on ownership concentration, fund quality, buying/selling activity, conviction signals, and institutional trend.
Institutions & Flow1,444 holders+53 net flow (+195 / -142)
AI Insights & Key Takeaways
- Positive Institutional Flow (+53)
- Top 10 holders control 54.9% of institutional value
- No Insider Signal
Top Institutional Holders of WELL
Ranked by reported Q1 2026 13F market value
Top 10 Holders
54.9%
Top 25 Holders
73.1%
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 | — | 6.473% | 0.22% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 41.9M | $8.28B | — | 5.975% |
Quarterly Institutional Activity
Filings activity in WELL during Q1 2026, grouped by how each filer changed its position.
- VANGUARD GROUP INC$17.15B
- NORGES BANK$5.47B
- JPMORGAN CHASE & CO
WELL Institutional Ownership by Quarter
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ 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 |
WELL — Frequently Asked Questions
Quick answers to the most common questions about buying WELL stock.
What percentage of WELL is owned by institutions?
Based on Q1 2026 13F filings, institutional ownership of Welltower Inc. stands at 79.2%, held across 1,444 reporting institutions.
Who is the largest institutional holder of WELL?
BlackRock, Inc. is the largest reported institutional holder of WELL, with approximately 74,003,756 shares worth $14.63B as of Q1 2026.
Is WELL a hedge fund favorite?
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of WELL.
What is WELL's Smart Money Score?
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.