WELLWelltower

$241.53

Who owns WELL

1,429 institutions reported holding WELL for 2026Q1, together 92% of the company, more than the 1,390 a quarter earlier.

1,429

Institutions reporting a position · as of 2026Q1 · up from 1,390 the quarter before

Shares held by institutions
671.4M

Shares held by institutions · 92% of the company · long US equity positions only, as reported on Form 13F

Reported value
$132.7B

Reported value · at 2026-03-31 prices, not today's

Top 5 holders
39%

Top 5 holders · of the whole company, between five filers

Details
Reporting quarter2026-03-31
2026Q1
Quarters on record
43
New positions
157
Positions exited
126
Added to
580
Reduced
375
Top 10 holdersof the company
52%
Institutional ownership by quarter, 2015Q3 to 2026Q1
QuarterFilersSharesReported value
2026Q11,429671.4M$132.7B
2025Q41,390674.2M$125.1B
2025Q31,299622.6M$110.8B
2025Q21,228645.3M$99.2B
2025Q11,201633.9M$97.1B
2024Q41,099616.2M$77.6B
2024Q31,041603.1M$76.7B
2024Q2984584.0M$60.9B
2024Q1942562.0M$52.5B
2023Q4917537.1M$48.4B
2023Q3811512.3M$42.0B
2023Q2794492.0M$39.8B
2023Q1755480.7M$34.4B
2022Q4784470.3M$30.9B
2022Q3774463.1M$29.8B
2022Q2803453.4M$37.4B
Largest reported holders, 2026Q1
HolderShares% of companyValue
VANGUARD GROUP INC94.8M13%$18.7B
BlackRock Inc.74.0M10%$14.6B
STATE STREET CORP41.6M5.7%$8.22B
COHEN & STEERS INC35.8M4.9%$7.09B
Capital International Investors35.8M4.9%$7.08B
FMR LLC22.2M3.1%$4.38B
BANK OF AMERICA CORP /DE/21.8M3.0%$4.30B
GEODE CAPITAL MANAGEMENT LLC17.8M2.4%$3.51B
PRICE T ROWE ASSOCIATES INC /MD/17.2M2.4%$3.40B
WELLINGTON MANAGEMENT GROUP LLP17.0M2.3%$3.35B

SEC Form 13F data sets (DERA bulk files). 13F is quarterly, filed up to 45 days late, and covers long US equity positions only, no shorts, no derivatives, nothing held below the reporting threshold.

reading the register…