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Stocks / United States / WELL / Holders

Welltower Inc. 13F holders

Of the 44 funds followed here, 8 reported a position in Welltower Inc. in a 13F for the quarter ended 30 June 2026. The largest: FMR LLC, 19.5 million shares worth $4.41 billion, 0.2% of its reported book. Sold out: Alyeska.

FundSharesValueOf its bookChange on the quarterStatusQuarter endedFiling
FMR LLC19,451,466$4.41 billion0.2%-2,724,517trimmed30 June 202613F
Norges Bank18,146,984$4.12 billion0.4%held30 June 202613F
Geode Capital Management17,685,516$4.00 billion0.2%-82,373trimmed30 June 202613F
Capital Research Global Investors6,889,084$1.56 billion0.2%+354,152added30 June 202613F
Citadel Advisors1,050,128$238.3 million0.0%-810,889trimmed30 June 202613F
Millennium Management554,029$125.7 million0.0%+127,760added30 June 202613F
Two Sigma Investments36,699$8.3 million0.0%-142,752trimmed30 June 202613F
Point72 Asset Management3,000$680,9100.0%+1,900added30 June 202613F
Alyeska0$00.0%-139,764exited30 June 202613F

Value is what the fund reported. 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.

Schedule 13D and 13G filed on the name, last twelve months

FiledScheduleWhoHoldingOf the classEvent dateRule or purposeFiling
7 August 202613G/ACohen & Steers, Inc. and 9 others35.3 million4.9%31 July 2026passive, institutional (13d-1(b))EDGAR
15 May 202613GCohen & Steers, Inc. and 9 others36.1 million5.2%31 March 2026passive, institutional (13d-1(b))EDGAR
30 April 202613GVanguard Capital Management and 1 other52.7 million7.5%31 March 2026passive, institutional (13d-1(b))EDGAR
29 April 202613GVanguard Portfolio Management and 1 other41.9 million6.0%31 March 2026passive, institutional (13d-1(b))EDGAR
27 March 202613G/AThe Vanguard Group and 1 other00.0%13 March 2026passive, institutional (13d-1(b))EDGAR
13 February 202613G/ACohen & Steers, Inc. and 9 others33.8 million4.9%31 December 2025passive, institutional (13d-1(b))EDGAR
8 January 202613G/ACohen & Steers, Inc. and 9 others33.8 million4.9%31 December 2025passive, institutional (13d-1(b))EDGAR
14 November 202513G/ACohen & Steers, Inc. and 9 others34.1 million5.1%30 September 2025passive, 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. 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.

Fails to deliver

Settlement dateShares failedPriceFile
31 August 20262,561$238.07SEC
28 August 2026187,301$239.60SEC
24 August 202649,795$239.22SEC
18 August 2026952,696$235.30SEC
14 August 2026478$234.44SEC
11 August 202670$235.04SEC
10 August 202685,891$236.92SEC
7 August 2026942,494$236.00SEC
5 August 2026233$231.57SEC
4 August 2026747$233.10SEC
28 July 20262,427$248.34SEC
23 July 202618$245.04SEC
20 July 2026454$243.25SEC
17 July 202675$241.49SEC
16 July 20261,432$233.29SEC
15 July 202614,800$236.00SEC

Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period. Largest in the window: 952,696 on 18 August 2026. A fail is an operational fact about settlement, not a position.

Source

Each fund's 13F-HR on EDGAR, linked per row; positions matched to WELL by CUSIP from the SEC's own fails-to-deliver files; Schedule 13D and 13G from the company's own filing index, each read to confirm the company is the issuer named.

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