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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 2024
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 11 Feb 2025
Managers listing it
16
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q3 2024 and Q4 2024; 13 listed it in both
Shares listed
55,520,302
combined, among listed positions
Reported value
$7.0bn
combined, at the quarter end

Among the 94 comparable managers: 10 buyers (opened or added shares) and 6 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 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

16 of 16 holders

ActionFiling
Wellington Management Group LLP18,675,122$2.4bn0.43%Trimmed-10,72212 Feb 2025 (the filing on sec.gov)
Fidelity (FMR LLC)15,782,795$2.0bn0.12%Added+1,354,2315 Nov 2026 (the filing on sec.gov)
Invesco Ltd7,424,997$936m0.17%Added+6,65113 Feb 2025 (the filing on sec.gov)
T. Rowe Price Associates Inc6,301,468$794m0.09%Trimmed-49,96214 Feb 2025 (the filing on sec.gov)
Citadel Advisors LLC1,316,675$166munder 0.1%Trimmed-229,92914 Feb 2025 (the filing on sec.gov)
AllianceBernstein LP1,140,397$144munder 0.1%Added+79,44412 Feb 2025 (the filing on sec.gov)
Millennium Management LLC1,018,365$128m0.06%Addedn.a.14 Feb 2025 (the filing on sec.gov)
D. E. Shaw & Co.979,040$123m0.09%Added+466,62414 Feb 2025 (the filing on sec.gov)
Capital Research Global Investors678,940$86munder 0.1%Added+14,99413 Feb 2025 (the filing on sec.gov)
Renaissance Technologies LLC622,763$78m0.12%Added+119,80013 Feb 2025 (the filing on sec.gov)
Janus Henderson Group Ltd578,584$73munder 0.1%Trimmed-534,52814 Feb 2025 (the filing on sec.gov)
Neuberger Berman Group LLC548,287$69m0.05%Trimmed-64,77313 Feb 2025 (the filing on sec.gov)
ExodusPoint Capital Management LP182,136$23m0.16%Newnew12 Feb 2025 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC138,133$17m0.10%Addedn.a.14 Feb 2025 (the filing on sec.gov)
Acadian Asset Management LLC107,850$14munder 0.1%Trimmed-26,14711 Feb 2025 (the filing on sec.gov)
GAMCO Investors Inc24,750$3.1munder 0.1%Added+1,00013 Feb 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2024 to Q4 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 (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 →