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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 2023
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 12 Feb 2024
Managers listing it
12
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q3 2023 and Q4 2023; 8 listed it in both
Shares listed
48,097,985
combined, among listed positions
Reported value
$4.3bn
combined, at the quarter end

Among the 93 comparable managers: 7 buyers (opened or added shares) and 5 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 Q4 2023

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

12 of 12 holders

ActionFiling
Wellington Management Group LLP16,242,213$1.5bn0.27%Trimmed-10,577,24012 Feb 2024 (the filing on sec.gov)
Fidelity (FMR LLC)12,094,769$1.1bn0.08%Trimmed-2,213,4105 Nov 2026 (the filing on sec.gov)
Invesco Ltd7,632,920$688m0.16%Trimmed-853,69113 Feb 2024 (the filing on sec.gov)
T. Rowe Price Associates Inc7,175,080$647m0.09%Trimmed-107,06116 Feb 2024 (the filing on sec.gov)
Janus Henderson Group Ltd1,543,300$139m0.08%Added+286,89114 Feb 2024 (the filing on sec.gov)
AllianceBernstein LP1,303,844$118munder 0.1%Added+90,07914 Feb 2024 (the filing on sec.gov)
Neuberger Berman Group LLC730,115$66m0.06%Trimmed-98,66014 Nov 2024 (the filing on sec.gov)
D. E. Shaw & Co.580,146$52munder 0.1%Addedn.a.14 Feb 2024 (the filing on sec.gov)
Voloridge Investment Management LLC287,944$26m0.10%Addedn.a.14 Feb 2024 (the filing on sec.gov)
Marshall Wace LLP273,024$25munder 0.1%Newnew14 Feb 2024 (the filing on sec.gov)
Bridgewater Associates LP142,217$13m0.07%Added+78,39514 Feb 2024 (the filing on sec.gov)
Quantbot Technologies LP92,413$8.3m0.48%Newnew14 Feb 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2023 to Q4 2023, 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 (2)

Exited (0)

No exit shown by a manager’s own filing.

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 →