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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
31 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 5 Feb 2026
Managers listing it
31
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 19 listed it in both
Shares listed
80,941,284
combined, among listed positions
Reported value
$15.0bn
combined, at the quarter end

Among the 92 comparable managers: 16 buyers (opened or added shares) and 18 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +5,255,618.

Managers listing WELL in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

31 of 31 holders

ActionFiling
Fidelity (FMR LLC)20,823,073$3.9bn0.20%Added+929,15017 Feb 2026 (the filing on sec.gov)
Wellington Management Group LLP18,654,487$3.5bn0.61%Trimmed-1,363,47917 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc16,826,035$3.1bn0.34%Added+1,734,92217 Feb 2026 (the filing on sec.gov)
Capital World Investors10,744,520$2.0bn0.27%Added+6,497,25811 Feb 2026 (the filing on sec.gov)
Invesco Ltd6,916,027$1.3bn0.12%Trimmed-90,01819 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP1,309,646$243m0.08%Added+16,92017 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.1,089,624$202m0.11%Trimmed-699,06717 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd688,968$128m0.06%Added+47,42817 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC652,174$121m0.09%Trimmed-49,86927 Oct 2026 (the filing on sec.gov)
AQR Capital Management LLC476,749$88munder 0.1%Trimmed-376,72117 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP449,129$83m0.12%Added+59,84017 Feb 2026 (the filing on sec.gov)
Farallon Capital Management LLC343,000$64m0.28%Newnew17 Feb 2026 (the filing on sec.gov)
Capital Research Global Investors306,310$57munder 0.1%Held011 Feb 2026 (the filing on sec.gov)
Artisan Partners LP262,930$49m0.07%Trimmed-202,26317 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC237,053$44munder 0.1%Added+219,21313 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC190,187$35munder 0.1%Trimmed-50,05517 Feb 2026 (the filing on sec.gov)
Renaissance Technologies LLC173,063$32munder 0.1%Trimmed-188,60012 Feb 2026 (the filing on sec.gov)
Acadian Asset Management LLC167,239$31m0.05%Trimmed-124,69910 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC159,778$30munder 0.1%Trimmed-217,77017 Feb 2026 (the filing on sec.gov)
Woodline Partners LP116,629$22m0.08%Added+28,38617 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP75,080$14munder 0.1%Added+1,25817 Feb 2026 (the filing on sec.gov)
Tudor Investment Corp49,300$9.2munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Man Group PLC49,043$9.1munder 0.1%Added+7,48217 Feb 2026 (the filing on sec.gov)
Millennium Management LLC43,212$8.0munder 0.1%Trimmed-422,79417 Feb 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP40,031$7.4m0.06%Newnew17 Feb 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, 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 (4)

Exited (5)

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 →