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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 Sep 2024
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 12 Nov 2024
Managers listing it
18
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q2 2024 and Q3 2024; 14 listed it in both
Shares listed
55,131,917
combined, among listed positions
Reported value
$7.1bn
combined, at the quarter end

Among the 94 comparable managers: 10 buyers (opened or added shares) and 9 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing WELL in Q3 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

18 of 18 holders

ActionFiling
Wellington Management Group LLP18,685,844$2.4bn0.42%Added+1,797,33014 Nov 2024 (the filing on sec.gov)
Fidelity (FMR LLC)14,428,564$1.8bn0.11%Added+3,977,8455 Nov 2026 (the filing on sec.gov)
Invesco Ltd7,418,346$950m0.18%Added+542,46812 Nov 2024 (the filing on sec.gov)
T. Rowe Price Associates Inc6,351,430$813m0.09%Trimmed-525,52414 Nov 2024 (the filing on sec.gov)
Citadel Advisors LLC1,546,604$198munder 0.1%Addedn.a.14 Nov 2024 (the filing on sec.gov)
Janus Henderson Group Ltd1,113,112$142m0.07%Trimmed-23,32714 Nov 2024 (the filing on sec.gov)
AllianceBernstein LP1,060,953$136munder 0.1%Trimmed-198,59414 Nov 2024 (the filing on sec.gov)
Marshall Wace LLP855,363$110m0.13%Added+11,94614 Nov 2024 (the filing on sec.gov)
Squarepoint Ops LLC709,559$91m0.14%Addedn.a.14 Nov 2024 (the filing on sec.gov)
Capital Research Global Investors663,946$85munder 0.1%Added+11,70013 Nov 2024 (the filing on sec.gov)
Neuberger Berman Group LLC613,060$78m0.06%Trimmed-99714 Nov 2024 (the filing on sec.gov)
D. E. Shaw & Co.512,416$66m0.06%Trimmed-312,63814 Nov 2024 (the filing on sec.gov)
Renaissance Technologies LLC502,963$64m0.10%Trimmed-58,30013 Nov 2024 (the filing on sec.gov)
AQR Capital Management LLC347,168$44m0.06%Addedn.a.14 Nov 2024 (the filing on sec.gov)
Tudor Investment Corp149,000$19m0.07%Trimmed-317,34014 Nov 2024 (the filing on sec.gov)
Acadian Asset Management LLC133,997$17m0.05%Added+48,91712 Nov 2024 (the filing on sec.gov)
GAMCO Investors Inc23,750$3.0munder 0.1%Trimmed-50014 Nov 2024 (the filing on sec.gov)
Brevan Howard Capital Management LP15,842$2.0munder 0.1%Newnew14 Nov 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q2 2024 to Q3 2024, 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 (1)

Exited (1)

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 →