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WELL in the 13F filings

Welltower Inc · CUSIP 95040Q104

Sector · Real estateTheme · Real estate investment trusts
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
30 Jun 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 3 Aug 2026
Managers listing it
30
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q1 2026 and Q2 2026; 19 listed it in both
Shares listed
95,387,349
combined, among listed positions
Reported value
$21.6bn
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 13 buyers (opened or added shares) and 20 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +1,688,011.

Managers listing WELL in Q2 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

30 of 30 holders

ActionFiling
Capital World Investors20,028,842$4.5bn0.54%Added+7,306,51312 Aug 2026 (the filing on sec.gov)
Fidelity (FMR LLC)19,451,466$4.4bn0.19%Trimmed-2,724,51713 Aug 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc18,490,213$4.2bn0.42%Added+1,274,39514 Aug 2026 (the filing on sec.gov)
Wellington Management Group LLP15,179,324$3.4bn0.59%Trimmed-1,770,75214 Aug 2026 (the filing on sec.gov)
Capital Research Global Investors6,889,084$1.6bn0.22%Added+354,15212 Aug 2026 (the filing on sec.gov)
Invesco Ltd6,569,461$1.5bn0.12%Trimmed-64,94314 Aug 2026 (the filing on sec.gov)
AllianceBernstein LP1,728,289$342m0.11%Trimmed-306,80014 Aug 2026 (the filing on sec.gov)
Holocene Advisors LP958,107$217m0.49%Added+514,34214 Aug 2026 (the filing on sec.gov)
D. E. Shaw & Co.928,983$211m0.10%Trimmed-1,150,17114 Aug 2026 (the filing on sec.gov)
Janus Henderson Group Ltd874,893$198m0.08%Trimmed-23,69314 Aug 2026 (the filing on sec.gov)
Neuberger Berman Group LLC591,550$134m0.09%Trimmed-58,66227 Oct 2026 (the filing on sec.gov)
Citadel Advisors LLC561,228$127munder 0.1%Trimmed-1,086,3892 Sep 2026 (the filing on sec.gov)
Millennium Management LLC549,529$125munder 0.1%Added+135,76014 Aug 2026 (the filing on sec.gov)
Marshall Wace LLP491,600$112m0.09%Trimmed-184,34613 Aug 2026 (the filing on sec.gov)
AQR Capital Management LLC467,445$106munder 0.1%Added+37,14914 Aug 2026 (the filing on sec.gov)
Balyasny Asset Management LLC414,420$94m0.12%Trimmed-61,35614 Aug 2026 (the filing on sec.gov)
Squarepoint Ops LLC230,444$52m0.06%Trimmed-189,10414 Aug 2026 (the filing on sec.gov)
Voloridge Investment Management LLC226,041$51m0.22%Added+113,11014 Aug 2026 (the filing on sec.gov)
Walleye Capital LLC211,681$48m0.17%Added+172,3983 Aug 2026 (the filing on sec.gov)
Woodline Partners LP153,848$35m0.11%Added+17,77614 Aug 2026 (the filing on sec.gov)
Moore Capital Management LP90,277$20m0.30%Newnew14 Aug 2026 (the filing on sec.gov)
Susquehanna International Group LLP87,469$20munder 0.1%Trimmed-53,23114 Aug 2026 (the filing on sec.gov)
Arrowstreet Capital LP78,081$18munder 0.1%Newnew13 Aug 2026 (the filing on sec.gov)
Man Group PLC56,674$13munder 0.1%Trimmed-43,83614 Aug 2026 (the filing on sec.gov)
Two Sigma Investments LP33,799$7.7munder 0.1%Trimmed-141,15214 Aug 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q1 2026 to Q2 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (3)

Exited (4)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
18 in Q3 2024 to 21 in Q2 2026

Tracked managers listing it, at least.

010203020162017201820192020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
WELL by quarter
QuarterHoldersReported valueBuyersSellers
Q3 201513$764mn.a.n.a.
Q4 201512$659mn.a.n.a.
Q1 201613$1.3bnn.a.n.a.
Q2 201611$1.7bnn.a.n.a.
Q3 201611$1.6bnn.a.n.a.
Q4 201611$1.6bnn.a.n.a.
Q1 201710$1.9bnn.a.n.a.
Q2 20178$2.1bnn.a.n.a.
Q3 201712$1.8bnn.a.n.a.
Q4 201713$1.6bnn.a.n.a.
Q1 201811$1.2bnn.a.n.a.
Q2 20188$1.3bnn.a.n.a.
Q3 20186$1.1bnn.a.n.a.
Q4 20188$1.4bnn.a.n.a.
Q1 201912$1.7bnn.a.n.a.
Q2 201910$1.7bnn.a.n.a.
Q3 201912$1.8bnn.a.n.a.
Q4 201911$1.6bnn.a.n.a.
Q1 202010$801mn.a.n.a.
Q2 202010$881mn.a.n.a.
Q3 20208$1.3bnn.a.n.a.
Q4 20208$2.3bnn.a.n.a.
Q1 20216$2.8bnn.a.n.a.
Q2 20217$3.8bnn.a.n.a.
Q3 20218$4.0bnn.a.n.a.
Q4 202111$3.9bnn.a.n.a.
Q1 202212$5.3bnn.a.n.a.
Q2 202215$5.0bnn.a.n.a.
Q3 202214$4.0bnn.a.n.a.
Q4 202212$3.6bnn.a.n.a.
Q1 20239$4.1bnn.a.n.a.
Q2 20238$4.7bnn.a.n.a.
Q3 20239$5.0bnn.a.n.a.
Q4 202312$4.3bn75
Q1 202415$4.6bn97
Q2 202416$5.0bn610
Q3 202418$7.1bn109
Q4 202416$7.0bn106
Q1 202521$9.6bn174
Q2 202525$10.4bn159
Q3 202522$13.2bn129
Q4 202519$14.8bn1618
Q1 202622$18.2bn2412
Q2 202621$21.3bn1320

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

WELL and EQIX →WELL and PLD →WELL and AMT →Choose a stock to compare with WELL →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own WELL, latest filings →Back to the 13F Explorer →