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Welltower Inc. (WELL) institutional ownership

Latest close $246.44 Jul 21, 2026
Market cap$146.1B 52-week range SectorReal Estate
Funds holding · Q1 2026
1,361
reported WELL position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Net sold $413M
822 buyers · 539 sellers

Welltower Inc. (WELL) price and institutional activity

Dates

Q1 2026

$10.5B bought by 822 investors
UBS AM$1.6BCapital Research Global Investors$1.2B +820 more
$10.9B sold by 539 investors
Norges-$5.8BCapital International Investors-$2.3B +537 more
Bought Sold Totals per quarter; hover a bar for the names.

Welltower Inc. (WELL) institutional activity · 1,361

Investor Type Est. change Change Δ Own Date
Norges · Exited −$5.8B
Change −29.5M Δ Own −100.0% Date Q1 2026
Norges Exited· Q1 2026 −$5.8B −29.5M −100.0% Q1 2026
Capital International Investors · Reduced −$2.3B
Change −11.6M Date Q1 2026
Capital International Investors Reduced· Q1 2026 −$2.3B −11.6M Q1 2026
UBS AM · Added +$1.6B
Change +8.1M Date Q1 2026
UBS AM Added· Q1 2026 +$1.6B +8.1M Q1 2026
Capital Research Global Investors · Added +$1.2B
Change +6.2M Δ Own +2033.4% Date Q1 2026
Capital Research Global Investors Added· Q1 2026 +$1.2B +6.2M +2033.4% Q1 2026
Cohen & Steers, Inc. · Added +$461M
Change +2.3M Date Q1 2026
Cohen & Steers, Inc. Added· Q1 2026 +$461M +2.3M Q1 2026
Goldman Sachs Group Inc · Added +$447M
Change +2.3M Date Q1 2026
Goldman Sachs Group Inc Added· Q1 2026 +$447M +2.3M Q1 2026
Vanguard · Added +$445M
Change +2.3M Date Q1 2026
Vanguard Added· Q1 2026 +$445M +2.3M Q1 2026
Capital World Investors · Added +$391M
Change +2.0M Date Q1 2026
Capital World Investors Added· Q1 2026 +$391M +2.0M Q1 2026
Wellington Management Group LLP · Reduced −$337M
Change −1.7M Δ Own −9.1% Date Q1 2026
Wellington Management Group LLP Reduced· Q1 2026 −$337M −1.7M −9.1% Q1 2026
Citadel Advisors LLC Added· Q1 2026 +$288M +1.5M +766.3% Q1 2026
FMR LLC · Added +$267M
Change +1.4M Δ Own +6.5% Date Q1 2026
FMR LLC Added· Q1 2026 +$267M +1.4M +6.5% Q1 2026
Bank of America Corp · Added +$266M
Change +1.3M Date Q1 2026
Bank of America Corp Added· Q1 2026 +$266M +1.3M Q1 2026
BlackRock · Added +$242M
Change +1.2M Date Q1 2026
BlackRock Added· Q1 2026 +$242M +1.2M Q1 2026
Alphinity Investment Management Pty Ltd · New +$222M
Change +1.1M Date Q1 2026
Alphinity Investment Management Pty Ltd New· Q1 2026 +$222M +1.1M Q1 2026
Canada Pension Plan Investment Board · Added +$220M
Change +1.1M Date Q1 2026
Canada Pension Plan Investment Board Added· Q1 2026 +$220M +1.1M Q1 2026
Data through Q1 2026 · filed Jun 11, 2026
15 of 1361

Famous investor activity in Welltower Inc. (WELL)

Welltower Inc. (WELL) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Mitra Shankh · Director Gift (G) -4K
Owned 73K ΔOwn −5.0% Trade date Jun 26, 2026 Filed date Jun 29, 2026
Mitra Shankh Director Gift (G) -4K 73K −5.0% Jun 26, 2026 Jun 29, 2026
Mitra Shankh · Director Grant (A) $3K
Price $173.32 Qty 17 Owned 76K ΔOwn 0.0% Trade date May 31, 2026 Filed date Jun 29, 2026
Mitra Shankh Director Grant (A) $173.32 17 $3K 76K 0.0% May 31, 2026 Jun 29, 2026
Mitra Shankh · Director Gift (G) -162
Owned 76K Trade date May 27, 2026 Filed date May 27, 2026
Mitra Shankh Director Gift (G) -162 76K May 27, 2026 May 27, 2026
Lopez Dennis G. · Director Grant (A) $14K
Price $216.01 Qty 63 Owned 19K Trade date May 21, 2026 Filed date May 26, 2026
Lopez Dennis G. Director Grant (A) $216.01 63 $14K 19K May 21, 2026 May 26, 2026
Bacon Kenneth J. · Director 2 operations 0
Owned 4K Trade date May 1, 2026 Filed date May 5, 2026
Bacon Kenneth J. Director 2 operations 0 4K May 1, 2026 May 5, 2026
Sullivan Kathryn M. · Director 2 operations 2K
Owned 1K Trade date Feb 26, 2026 Filed date Feb 27, 2026
Sullivan Kathryn M. Director 2 operations 2K 1K Feb 26, 2026 Feb 27, 2026
Gundlach Andrew · Director 2 operations 4K
Owned 2K Trade date Feb 26, 2026 Filed date Feb 27, 2026
Gundlach Andrew Director 2 operations 4K 2K Feb 26, 2026 Feb 27, 2026
Spisso Johnese · Director Grant (A) 1K
Owned 16K Trade date Feb 26, 2026 Filed date Feb 27, 2026
Spisso Johnese Director Grant (A) 1K 16K Feb 26, 2026 Feb 27, 2026
Rivera Sergio · Director Grant (A) 1K
Owned 27K Trade date Feb 26, 2026 Filed date Feb 27, 2026
Rivera Sergio Director Grant (A) 1K 27K Feb 26, 2026 Feb 27, 2026
Patton Ade J. · Director 2 operations 2K
Owned 1K Trade date Feb 26, 2026 Filed date Feb 27, 2026
Patton Ade J. Director 2 operations 2K 1K Feb 26, 2026 Feb 27, 2026
Lopez Dennis G. · Director Grant (A) 2K
Owned 18K Trade date Feb 26, 2026 Filed date Feb 27, 2026
Lopez Dennis G. Director Grant (A) 2K 18K Feb 26, 2026 Feb 27, 2026
Desalvo Karen B. · Director Grant (A) 1K
Owned 12K Trade date Feb 26, 2026 Filed date Feb 27, 2026
Desalvo Karen B. Director Grant (A) 1K 12K Feb 26, 2026 Feb 27, 2026
Bacon Kenneth J. · Director 2 operations 2K
Owned 1K Trade date Feb 26, 2026 Filed date Feb 27, 2026
Bacon Kenneth J. Director 2 operations 2K 1K Feb 26, 2026 Feb 27, 2026
Mitra Shankh · Director, Officer 3 operations 941K
Owned 277K Trade date Feb 13, 2026 Filed date Feb 18, 2026
Mitra Shankh Director, Officer 3 operations 941K 277K Feb 13, 2026 Feb 18, 2026
McHugh Timothy · Officer 3 operations 413K
Owned 131K Trade date Feb 13, 2026 Filed date Feb 18, 2026
McHugh Timothy Officer 3 operations 413K 131K Feb 13, 2026 Feb 18, 2026
15 of 37
15 of 37 Sign in to continue to older insider transactions.

Welltower Inc. (WELL) activist and large shareholders

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
Vanguard Capital Management 52.7M
% of shares outstanding 7.5% Filing date Apr 30, 2026
Vanguard Capital Management 52.7M 7.5% Apr 30, 2026
Vanguard Portfolio Management 41.9M
% of shares outstanding 6.0% Filing date Apr 29, 2026
Vanguard Portfolio Management 41.9M 6.0% Apr 29, 2026
Cohen & Steers, Inc. 36.1M
% of shares outstanding 5.2% Filing date May 15, 2026
Cohen & Steers, Inc. 36.1M 5.2% May 15, 2026
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Welltower Inc. (WELL) ownership FAQ

Who owns WELL?

1,361 reporting institutions disclosed WELL position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.