WELLTOWER INC. - Common Stock (WELL) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2015 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
WELL on NYSE
Shares outstanding
685,694,178
Price per share
$185.69
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
671,596,410
Total reported value
$124,622,313,446
% of total 13F portfolios
0.05%
Share change
+49,237,440
Value change
+$9,162,104,552
Number of holders
1,399
Price from insider filings
$185.69
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of WELLTOWER INC. - Common Stock (WELL) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
VANGUARD GROUP INC 13% -9.2% $13,187,829,358 -$1,015,209,246 85,785,659 -7.1% The Vanguard Group 30 Jun 2025
BlackRock, Inc. 9.5% $9,110,187,136 61,659,473 BlackRock, Inc. 31 Mar 2025
COHEN & STEERS, INC. 4.9% -3.2% $6,319,454,918 -$48,167,147 33,804,723 -0.76% Cohen & Steers, Inc. 31 Dec 2025
NORGES BANK 4.9% $4,957,755,912 32,249,762 Norges Bank 30 Jun 2025

As of 31 Dec 2025, 1,399 institutional investors reported holding 671,596,410 shares of WELLTOWER INC. - Common Stock (WELL). This represents 98% of the company’s total 685,694,178 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of WELLTOWER INC. - Common Stock (WELL) together control 76% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
VANGUARD GROUP INC 13% 92,421,471 +2.9% 0.25% $17,154,349,233
BlackRock, Inc. 11% 72,780,654 +4.8% 0.23% $13,508,817,202
Capital International Investors 6.9% 47,431,769 +2% 1.4% $8,805,411,427
STATE STREET CORP 6.1% 41,760,328 +1.2% 0.26% $7,751,134,480
COHEN & STEERS, INC. 4.9% 33,513,672 -0.17% 11% $6,220,922,000
NORGES BANK 4.3% 29,450,268 0.58% $5,466,264,243
FMR LLC 3% 20,823,073 +4.7% 0.2% $3,864,970,445
BANK OF AMERICA CORP /DE/ 3% 20,403,258 +5.3% 0.28% $3,787,048,708
WELLINGTON MANAGEMENT GROUP LLP 2.7% 18,654,487 -6.8% 0.61% $3,462,459,331
GEODE CAPITAL MANAGEMENT, LLC 2.5% 17,007,371 +4.8% 0.19% $3,155,047,441
PRICE T ROWE ASSOCIATES INC /MD/ 2.5% 16,826,035 +11% 0.34% $3,123,082,000
Capital World Investors 1.6% 10,744,520 +153% 0.27% $1,994,290,357
PRINCIPAL FINANCIAL GROUP INC 1.5% 10,094,083 -0.88% 0.96% $1,873,566,082
MORGAN STANLEY 1.5% 10,067,111 +4.9% 0.11% $1,868,557,130
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1.3% 9,223,095 +28% 1.5% $1,711,898,662
NORTHERN TRUST CORP 1.3% 8,986,312 -1.3% 0.21% $1,667,949,371
JPMORGAN CHASE & CO 1.2% 8,440,994 +8% 0.11% $1,566,733,083
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.2% 8,405,589 +5.3% 0.24% $1,560,161,374
DIMENSIONAL FUND ADVISORS LP 1.2% 8,287,084 +12% 0.32% $1,538,220,546
Legal & General Group Plc 1.1% 7,307,319 +8.7% 0.3% $1,356,311,476
Invesco Ltd. 1% 6,916,027 -1.3% 0.2% $1,283,683,682
DEUTSCHE BANK AG\ 0.84% 5,736,928 +21% 0.35% $1,064,831,206
CENTERSQUARE INVESTMENT MANAGEMENT LLC 0.81% 5,542,002 +5.4% 10% $1,028,650,991
Nuveen, LLC 0.74% 5,065,776 -0.15% 0.25% $940,258,683
Daiwa Securities Group Inc. 0.65% 4,477,906 -8.8% 2.7% $831,144,000

Institutional Holders of WELLTOWER INC. - Common Stock (WELL) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 671,596,410 $124,622,313,446 +$9,162,104,552 $185.61 1,399
2025 Q3 624,140,166 $111,137,048,210 -$3,267,943,226 $178.14 1,317
2025 Q2 646,400,462 $99,327,139,066 +$6,653,167,936 $153.73 1,248
2025 Q1 604,275,756 $92,567,274,527 -$1,139,279,356 $153.21 1,215
2024 Q4 616,760,680 $77,722,919,086 +$1,690,967,917 $126.03 1,110
2024 Q3 600,456,359 $76,850,508,964 +$1,704,139,687 $128.03 1,049
2024 Q2 584,416,272 $60,922,498,303 +$2,457,519,310 $104.25 986
2024 Q1 562,267,492 $52,534,145,635 +$2,227,274,388 $93.44 949
2023 Q4 538,279,016 $48,531,992,818 +$2,225,365,284 $90.17 925
2023 Q3 513,051,341 $42,032,563,422 +$1,595,527,304 $81.92 817
2023 Q2 493,686,360 $39,889,504,518 +$986,433,553 $80.89 805
2023 Q1 480,647,913 $34,443,950,263 +$802,440,963 $71.69 764
2022 Q4 471,532,475 $30,918,644,254 +$442,661,461 $65.55 790
2022 Q3 464,345,132 $29,860,889,789 +$269,962,232 $64.32 772
2022 Q2 453,926,266 $37,377,800,940 +$1,607,351,695 $82.35 807
2022 Q1 440,312,597 $42,271,474,949 +$1,377,834,178 $96.14 836
2021 Q4 425,988,371 $36,519,497,351 +$1,517,444,735 $85.77 791
2021 Q3 407,711,641 $33,606,997,002 +$487,130,608 $82.40 747
2021 Q2 401,967,076 $33,403,464,482 +$1,753,504,323 $83.10 748
2021 Q1 382,727,685 $27,412,619,189 +$345,128,187 $71.63 721
2020 Q4 377,972,439 $24,410,110,165 -$64,829,244 $64.62 718
2020 Q3 380,290,844 $20,944,926,830 +$673,786,480 $55.09 686
2020 Q2 367,915,331 $19,032,903,829 +$441,854,186 $51.75 718
2020 Q1 371,439,719 $17,003,425,829 -$70,759,031 $45.78 732
2019 Q4 369,556,848 $30,217,123,855 +$464,405,924 $81.78 843
2019 Q3 363,104,189 $32,911,453,517 -$71,200,736 $90.65 804
2019 Q2 364,349,270 $29,714,129,415 +$1,068,537,168 $81.53 794
2019 Q1 354,467,887 $27,505,702,648 +$1,352,250,888 $77.60 798
2018 Q4 337,035,539 $23,389,301,345 +$229,601,821 $69.41 748
2018 Q3 333,628,221 $21,455,411,240 +$1,051,573,737 $64.32 716
2018 Q2 317,364,293 $19,897,041,796 +$262,887,450 $62.69 721
2018 Q1 313,853,799 $17,085,048,016 -$408,547,404 $54.43 730
2017 Q4 320,551,299 $20,440,654,507 -$100,825,824 $63.77 765
2017 Q3 321,403,186 $22,589,351,115 +$154,009,393 $70.28 702
2017 Q2 319,770,477 $23,929,448,558 +$95,454,665 $74.85 706
2017 Q1 318,480,549 $22,553,546,206 +$2,738,108,185 $70.82 696
2016 Q4 313,967,298 $21,011,268,034 +$164,847,994 $66.93 686
2016 Q3 313,336,806 $23,417,583,758 -$277,994,699 $74.77 668
2016 Q2 317,055,409 $24,147,537,190 -$262,844,992 $76.17 654
2016 Q1 320,858,730 $22,238,601,342 -$114,692,894 $69.34 618
2015 Q4 320,555,861 $21,808,810,359 +$2,090,772,817 $68.03 613
2015 Q3 287,218,972 $19,447,394,310 +$19,435,101,247 $67.72 537
2015 Q2 0 $0 -$456,000 $185.69 0
2015 Q1 5,890 $456,000 +$456,000 $77.43 2