Welltower Inc. 13F holders
1,606 funds reported a position in Welltower Inc. in their 13F for the quarter ended 30 June 2026, together 708.8 million shares worth $160.78 billion. Against the quarter before, 164 opened a position, 662 added, 475 trimmed and 82 sold out; together they bought a net 15.5 million shares. The largest holders: BlackRock, Inc., Vanguard Capital Management LLC and Vanguard Portfolio Management LLC.
Funds holding1,606+106 on Q1 2026
Shares they held708.8Mworth $160.78 billion
Net bought on the quarter15.5M sharesabout $3.52 billion at the funds' values
Funds buying to selling826 to 557opened or added, to cut or sold
Opened 164Added 662Held 289Trimmed 475Sold out 82
What each fund did in WELL against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in WELL in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
4,696 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 904 reported a position in Welltower Inc.: 65 opened one, 391 added, 227 trimmed and 45 sold out, a net 845,970 shares sold.
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 1 reported a position in Welltower Inc. in a 13F for the quarter ended 30 September 2026, and 6 more in a 13F for an earlier quarter, the latest each has filed. The largest: Geode Capital Management, 19.0 million shares worth $4.43 billion, 0.2% of its reported book. Sold out: Alyeska. In the quarter, 1 fund added or opened a position and 0 trimmed or sold out; together they bought a net 1.3 million shares, about $312.6 million at the funds' own value per share on 30 September 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 19,029,103 | $4.43 billion | 0.2% | +1,343,587 | added | 30 September 2026 | 13F |
| FMR LLC | 19,451,466 | $4.41 billion | 0.2% | -2,724,517 | trimmed | 30 June 2026, an earlier quarter | 13F |
| Norges Bank | 18,146,984 | $4.12 billion | 0.4% | held | 30 June 2026, an earlier quarter | 13F | |
| Capital Research Global Investors | 6,889,084 | $1.56 billion | 0.2% | +354,152 | added | 30 June 2026, an earlier quarter | 13F |
| Citadel Advisors | 561,228 | $127.4 million | 0.1% | -1,086,389 | trimmed | 30 June 2026, an earlier quarter | 13F |
| Millennium Management | 549,529 | $124.7 million | 0.1% | +135,760 | added | 30 June 2026, an earlier quarter | 13F |
| Two Sigma Investments | 33,799 | $7.7 million | 0.0% | -141,152 | trimmed | 30 June 2026, an earlier quarter | 13F |
| Alyeska | 0 | $0 | 0.0% | -139,764 | exited | 30 June 2026, an earlier quarter | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 78,049,214 | 11.01% | $17.71 billion | 0.26% | +4,045,458 | 13F |
| Vanguard Capital Management LLC | 46,118,974 | 6.51% | $10.47 billion | 0.22% | +766,540 | 13F |
| Vanguard Portfolio Management LLC | 43,449,568 | 6.13% | $9.86 billion | 0.44% | +1,586,519 | 13F |
| State Street Corp. | 42,138,810 | 5.94% | $9.56 billion | 0.28% | +578,033 | 13F |
| Capital International Investors | 39,500,055 | 5.57% | $8.97 billion | 1.85% | +3,682,689 | 13F |
| Cohen & Steers, Inc. | 36,821,274 | 5.19% | $8.36 billion | 13.22% | +975,997 | 13F |
| Capital World Investors | 20,028,842 | 2.83% | $4.55 billion | 0.54% | +7,306,513 | 13F |
| Bank of America Corp. | 19,496,361 | 2.75% | $4.43 billion | 0.28% | -2,254,140 | 13F |
| FMR LLC | 19,451,466 | 2.74% | $4.41 billion | 0.19% | -2,724,517 | 13F |
| Price T Rowe Associates Inc. | 18,490,213 | 2.61% | $4.20 billion | 0.42% | +1,274,395 | 13F |
| Norges Bank | 18,146,984 | 2.56% | $4.12 billion | 0.41% | 13F | |
| Geode Capital Management, LLC | 17,685,516 | 2.50% | $4.00 billion | 0.21% | -82,373 | 13F |
| Wellington Management Group LLP | 15,179,324 | 2.14% | $3.45 billion | 0.59% | -1,770,752 | 13F |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 10,624,243 | 1.50% | $2.41 billion | 1.91% | +1,855,321 | 13F |
| Principal Financial Group Inc. | 9,814,621 | 1.38% | $2.23 billion | 1.09% | +207,966 | 13F |
| Morgan Stanley | 9,762,078 | 1.38% | $2.22 billion | 0.12% | +715,471 | 13F |
| Charles Schwab Investment Management Inc. | 9,394,281 | 1.33% | $2.13 billion | 0.28% | +564,842 | 13F |
| Northern Trust Corp. | 9,292,543 | 1.31% | $2.11 billion | 0.24% | +292,726 | 13F |
| JPMorgan Chase & Co. | 8,588,951 | 1.21% | $1.96 billion | 0.11% | -77,729 | 13F |
| Dimensional Fund Advisors LP | 8,479,319 | 1.20% | $1.92 billion | 0.35% | +134,297 | 13F |
| Goldman Sachs Group Inc. | 8,135,502 | 1.15% | $1.85 billion | 0.19% | +1,401,371 | 13F |
| UBS AM, a distinct business unit of UBS Asset Management Americas LLC | 7,948,735 | 1.12% | $1.80 billion | 0.33% | -222,139 | 13F |
| Legal & General Group Plc | 7,046,531 | 0.99% | $1.60 billion | 0.33% | -192,666 | 13F |
| Capital Research Global Investors | 6,889,084 | 0.97% | $1.56 billion | 0.22% | +354,152 | 13F |
| Invesco Ltd. | 6,569,461 | 0.93% | $1.49 billion | 0.12% | -64,943 | 13F |
| Centersquare Investment Management LLC | 5,640,625 | 0.80% | $1.28 billion | 10.93% | +397,916 | 13F |
| Amundi | 5,339,664 | 0.75% | $1.21 billion | 0.29% | +2,008,543 | 13F |
| Deutsche Bank AG | 4,975,818 | 0.70% | $1.13 billion | 0.33% | -168,576 | 13F |
| Nuveen, LLC | 4,521,315 | 0.64% | $1.03 billion | 0.24% | -920,704 | 13F |
| Daiwa Securities Group Inc. | 4,076,713 | 0.58% | $925.3 million | 2.10% | -206,869 | 13F |
| Bank of New York Mellon Corp | 4,050,681 | 0.57% | $919.4 million | 0.15% | +78,145 | 13F |
| Vanguard Fiduciary Trust Co. | 3,964,041 | 0.56% | $899.7 million | 0.20% | +37,381 | 13F |
| Ameriprise Financial Inc. | 3,558,695 | 0.50% | $798.2 million | 0.16% | -1,412 | 13F |
| Resolution Capital Ltd | 3,377,659 | 0.48% | $766.6 million | 14.10% | -228,266 | 13F |
| WCM Investment Management, LLC | 3,346,803 | 0.47% | $762.2 million | 1.38% | +89,820 | 13F |
| HSBC Holdings PLC | 3,321,976 | 0.47% | $754.8 million | 0.36% | +90,868 | 13F |
| Sumitomo Mitsui Trust Group, Inc. | 3,150,763 | 0.44% | $715.1 million | 0.41% | -26,954 | 13F |
| Prudential Financial Inc. | 3,031,698 | 0.43% | $688.1 million | 0.75% | -4,200 | 13F |
| Duff & Phelps Investment Management Co. | 3,024,718 | 0.43% | $686.5 million | 6.48% | +392,178 | 13F |
| Russell Investments Group, Ltd. | 2,853,498 | 0.40% | $647.7 million | 0.57% | -16,021 | 13F |
| Cbre Investment Management Listed Real Assets LLC | 2,843,632 | 0.40% | $645.4 million | 8.98% | -163,201 | 13F |
| Sei Investments Co. | 2,571,718 | 0.36% | $583.7 million | 0.52% | -86,761 | 13F |
| Mitsubishi UFJ Asset Management Co., Ltd. | 2,334,400 | 0.33% | $529.8 million | 0.29% | +196,854 | 13F |
| Canada Pension Plan Investment Board | 2,328,059 | 0.33% | $528.4 million | 0.29% | +301,016 | 13F |
| Nordea Investment Management AB | 2,099,648 | 0.30% | $479.7 million | 0.39% | +69,354 | 13F |
| National Pension Service | 2,015,067 | 0.28% | $457.4 million | 0.29% | +62,043 | 13F |
| Swiss National Bank | 1,987,000 | 0.28% | $451.0 million | 0.24% | -27,200 | 13F |
| Aberdeen Group plc | 1,760,904 | 0.25% | $399.7 million | 0.56% | +75,203 | 13F |
| APG Asset Management US Inc. | 1,692,393 | 0.24% | $389.6 million | 2.73% | no change | 13F |
| Canada LIFE Assurance Co | 1,639,804 | 0.23% | $371.6 million | 0.59% | +107,047 | 13F |
The 50 largest of the 1,606 funds that reported a position in WELL in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Options the funds reported on WELL
| Fund | Option | Shares under the options | Value of those shares | Quarter ended | Filing |
|---|---|---|---|---|---|
| Citadel Advisors | Calls | 340,000 | $77.2 million | 30 June 2026 | 13F |
| Citadel Advisors | Puts | 148,900 | $33.8 million | 30 June 2026 | 13F |
| Millennium Management | Puts | 3,000 | $680,910 | 30 June 2026 | 13F |
| Point72 Asset Management | Calls | 2,100 | $476,637 | 30 June 2026 | 13F |
| Two Sigma Investments | Calls | 1,800 | $408,546 | 30 June 2026 | 13F |
| Millennium Management | Calls | 1,500 | $340,455 | 30 June 2026 | 13F |
| Two Sigma Investments | Puts | 1,100 | $249,667 | 30 June 2026 | 13F |
| Point72 Asset Management | Puts | 900 | $204,273 | 30 June 2026 | 13F |
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
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They are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 7 August 2026 | 13G/A | Cohen & Steers, Inc. and 9 others | 35.3 million | 4.9% | 31 July 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 15 May 2026 | 13G | Cohen & Steers, Inc. and 9 others | 36.1 million | 5.2% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 30 April 2026 | 13G | Vanguard Capital Management and 1 other | 52.7 million | 7.5% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 29 April 2026 | 13G | Vanguard Portfolio Management and 1 other | 41.9 million | 6.0% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 27 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 13 February 2026 | 13G/A | Cohen & Steers, Inc. and 9 others | 33.8 million | 4.9% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 8 January 2026 | 13G/A | Cohen & Steers, Inc. and 9 others | 33.8 million | 4.9% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 14 November 2025 | 13G/A | Cohen & Steers, Inc. and 9 others | 34.1 million | 5.1% | 30 September 2025 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 31 August 2026 | 2,561 | $238.07 | SEC |
| 28 August 2026 | 187,301 | $239.60 | SEC |
| 24 August 2026 | 49,795 | $239.22 | SEC |
| 18 August 2026 | 952,696 | $235.30 | SEC |
| 14 August 2026 | 478 | $234.44 | SEC |
| 11 August 2026 | 70 | $235.04 | SEC |
| 10 August 2026 | 85,891 | $236.92 | SEC |
| 7 August 2026 | 942,494 | $236.00 | SEC |
| 5 August 2026 | 233 | $231.57 | SEC |
| 4 August 2026 | 747 | $233.10 | SEC |
| 28 July 2026 | 2,427 | $248.34 | SEC |
| 23 July 2026 | 18 | $245.04 | SEC |
| 20 July 2026 | 454 | $243.25 | SEC |
| 17 July 2026 | 75 | $241.49 | SEC |
| 16 July 2026 | 1,432 | $233.29 | SEC |
| 15 July 2026 | 14,800 | $236.00 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.