13F Insight
DOSSIER · 13F Holders · Q1 2026Financial Services · Real Estate Investment TrustsDefensive growthQuality
WELL

WELLTOWER INC

1,551 institutions still hold WELLTOWER INC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 95040Q104·Real Estate Investment Trusts·1,551 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 7.9%
vs prior quarter
13F value held
$82.0B
51.0% inst. owned
of float
Holders
1,551
+27 QoQ
filers reporting
Activity
+48 / −75
+875 added · −864 reduced
this quarter
Concentration
17.84%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q1 2026

1,551 institutions reported WELL in Q1 2026. BlackRock, Inc. leads at 17.8% of the visible book. +27 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$14.6B74.0M0.26%Q1 202602
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$9.0B45.4M0.22%Q1 202603
Vanguard Portfolio Management
CIK 0002100121
$8.3B41.9M0.43%Q1 202604
STATE STREET CORP
CIK 0000093751
$8.2B41.6M0.28%Q1 202605
Capital International Investors
CIK 0001562230
$7.1B35.8M1.66%Q1 202606
FMR LLC
CIK 0000315066
$4.4B22.2M0.23%Q1 202607
BANK OF AMERICA CORP /DE/
CIK 0000070858
$4.3B21.8M0.31%Q1 202608
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$3.5B17.8M0.22%Q1 202609
WELLINGTON MANAGEMENT GROUP LLP
CIK 0000902219
$3.4B17.0M0.63%Q1 202610
Capital World Investors
CIK 0001422849
$2.5B12.7M0.34%Q1 202611
PRINCIPAL FINANCIAL GROUP INC
CIK 0001126328
$1.9B9.6M1.01%Q1 202612
MORGAN STANLEY
CIK 0000895421
$1.8B9.0M0.11%Q1 202613
NORTHERN TRUST CORP
CIK 0000073124· Index
$1.8B9.0M0.24%Q1 202614
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$1.7B8.8M0.27%Q1 202615
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
CIK 0001694217
$1.7B8.8M1.54%Q1 202616
JPMORGAN CHASE & CO
CIK 0000019617
$1.7B8.7M0.11%Q1 202617
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$1.6B8.3M0.34%Q1 202618
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
CIK 0000861177
$1.6B8.2M0.34%Q1 202619
GOLDMAN SACHS GROUP INC
CIK 0000886982
$1.5B7.4M0.17%Q1 202620
Legal & General Group Plc
CIK 0000764068
$1.4B7.2M0.33%Q1 2026
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