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
$185.61
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
623,168,281
Total reported value
$110,963,689,720
% of total 13F portfolios
0.05%
Share change
-23,310,979
Value change
-$3,296,153,002
Number of holders
1,309
Price from insider filings
$185.61
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% $12,462,940,540 -$959,406,747 85,785,659 -7.1% The Vanguard Group 30 Jun 2025
BlackRock, Inc. 9.5% $8,796,957,013 61,659,473 BlackRock, Inc. 31 Mar 2025
COHEN & STEERS, INC. 4.9% -3.2% $6,274,498,016 -$47,824,484 33,804,723 -0.76% Cohen & Steers, Inc. 31 Dec 2025
NORGES BANK 4.9% $4,685,245,423 32,249,762 Norges Bank 30 Jun 2025

As of 30 Sep 2025, 1,309 institutional investors reported holding 623,168,281 shares of WELLTOWER INC. - Common Stock (WELL). This represents 91% 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 69% 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% 89,778,383 +4.7% 0.24% $15,993,121,147
BlackRock, Inc. 10% 69,415,091 +4.3% 0.22% $12,365,604,315
Capital International Investors 6.8% 46,516,255 +4.1% 1.3% $8,285,295,559
STATE STREET CORP 6% 41,253,954 +4.1% 0.25% $7,348,979,366
COHEN & STEERS, INC. 4.9% 33,569,335 -4.6% 11% $5,979,642,000
WELLINGTON MANAGEMENT GROUP LLP 2.9% 20,017,966 -0.75% 0.62% $3,566,000,464
FMR LLC 2.9% 19,893,923 +8.6% 0.18% $3,543,903,304
BANK OF AMERICA CORP /DE/ 2.8% 19,378,590 +1.9% 0.26% $3,452,102,059
GEODE CAPITAL MANAGEMENT, LLC 2.4% 16,232,679 +8.1% 0.18% $2,889,497,629
PRICE T ROWE ASSOCIATES INC /MD/ 2.2% 15,091,113 +24% 0.29% $2,688,333,000
PRINCIPAL FINANCIAL GROUP INC 1.5% 10,184,059 -2.4% 0.92% $1,814,189,365
MORGAN STANLEY 1.4% 9,594,841 +8.9% 0.1% $1,709,225,596
NORTHERN TRUST CORP 1.3% 9,106,068 +3.2% 0.21% $1,622,154,953
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.2% 7,983,552 +8.9% 0.23% $1,422,189,953
JPMORGAN CHASE & CO 1.1% 7,814,683 -1.1% 0.09% $1,392,121,707
DIMENSIONAL FUND ADVISORS LP 1.1% 7,408,170 +2.9% 0.28% $1,319,645,133
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1% 7,179,739 +12% 1.2% $1,278,998,705
Invesco Ltd. 1% 7,006,045 -4% 0.2% $1,248,056,963
Legal & General Group Plc 0.98% 6,720,996 -7.9% 0.27% $1,197,278,227
GOLDMAN SACHS GROUP INC 0.89% 6,068,437 -1% 0.16% $1,081,031,361
CENTERSQUARE INVESTMENT MANAGEMENT LLC 0.77% 5,257,190 +5.2% 9.4% $936,515,827
Nuveen, LLC 0.74% 5,073,261 -0.96% 0.24% $903,750,714
Daiwa Securities Group Inc. 0.72% 4,907,438 -8.3% 3% $874,211,000
DEUTSCHE BANK AG\ 0.69% 4,746,752 +1% 0.28% $845,586,401
Capital World Investors 0.62% 4,247,262 +167% 0.1% $756,607,253

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 7,138,702 $1,324,538,620 +$82,773,737 $185.61 159
2025 Q3 623,168,281 $110,963,689,720 -$3,296,153,002 $178.14 1,309
2025 Q2 646,400,462 $99,327,139,066 +$6,653,168,021 $153.73 1,248
2025 Q1 603,777,874 $92,490,994,315 -$1,142,999,554 $153.21 1,207
2024 Q4 616,633,565 $77,707,021,813 +$5,653,246,873 $126.03 1,096
2024 Q3 568,886,567 $72,808,632,599 -$1,678,076,837 $128.03 1,044
2024 Q2 585,026,202 $60,986,301,630 +$5,305,172,547 $104.25 979
2024 Q1 533,804,679 $49,874,627,736 -$284,890,160 $93.44 945
2023 Q4 3,484,475 $314,056,854 -$6,701,193 $90.17 18
2023 Q3 476,194,748 $39,013,269,840 +$778,462,639 $81.92 801
2023 Q2 464,831,108 $37,555,399,278 -$308,255,499 $80.89 789
2023 Q1 480,228,276 $34,413,863,902 +$790,976,051 $71.69 748
2022 Q4 467,934,353 $30,682,779,104 +$458,108,666 $65.55 775
2022 Q3 461,297,600 $29,664,873,246 +$246,846,305 $64.32 752
2022 Q2 450,864,979 $37,125,740,051 +$1,757,657,487 $82.35 794
2022 Q1 436,932,634 $41,947,929,134 +$1,328,287,462 $96.14 823
2021 Q4 422,125,845 $36,189,745,077 +$1,516,546,752 $85.77 780
2021 Q3 407,207,069 $33,565,037,432 +$458,209,868 $82.40 739
2021 Q2 401,442,639 $33,359,769,550 +$1,752,393,023 $83.10 741
2021 Q1 382,205,068 $27,375,182,204 +$382,098,403 $71.63 714
2020 Q4 366,646,421 $23,678,221,702 -$180,165,547 $64.62 708
2020 Q3 337,834,600 $18,606,015,237 +$134,966,983 $55.09 679
2020 Q2 326,852,252 $16,908,502,103 +$529,598,471 $51.75 711
2020 Q1 353,352,756 $16,175,008,862 -$137,251,030 $45.78 722
2019 Q4 365,520,382 $29,887,047,490 +$416,326,533 $81.78 834
2019 Q3 363,009,728 $32,902,892,848 -$77,235,163 $90.65 799
2019 Q2 364,321,710 $29,711,857,879 +$1,363,123,837 $81.53 786
2019 Q1 354,226,400 $27,486,969,595 +$1,349,130,260 $77.60 789
2018 Q4 334,247,731 $23,195,801,348 +$228,519,567 $69.41 740
2018 Q3 332,205,020 $21,363,889,322 +$1,025,868,930 $64.32 710
2018 Q2 316,576,285 $19,847,647,072 +$462,425,962 $62.69 715
2018 Q1 276,491,901 $15,051,446,195 -$426,256,544 $54.43 722
2017 Q4 319,301,642 $20,360,958,655 -$67,281,176 $63.77 757
2017 Q3 314,112,516 $22,076,500,768 +$133,406,979 $70.28 695
2017 Q2 314,005,548 $23,497,951,889 -$40,129,831 $74.85 702
2017 Q1 314,423,961 $22,266,197,957 +$2,691,409,358 $70.82 692
2016 Q4 313,582,074 $20,985,075,112 +$174,088,356 $66.93 684
2016 Q3 313,318,297 $23,416,201,758 -$287,668,857 $74.77 664
2016 Q2 316,586,931 $24,111,854,478 -$254,615,554 $76.17 649
2016 Q1 320,854,411 $22,238,302,342 -$109,480,080 $69.34 616
2015 Q4 320,554,785 $21,808,508,359 +$2,293,915,894 $68.03 612
2015 Q3 287,155,598 $19,443,102,310 +$19,010,562,810 $67.72 534
2015 Q2 0 $0 -$456,000 $185.61 0
2015 Q1 5,890 $456,000 +$456,000 $77.43 2