$WELL

$240.61 +$3.29 (1.39%) Close

$WELL Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 720.7M shares outstanding

Who owns WELL?

By type of holder

Institutions 98.3% Insiders 0.0% Everyone else 1.7%

Concentration Top 10 holders own 50.5%

BlackRock, Inc. 10.8% · Vanguard Capital Management LLC 6.4%

Institutional ownership

98.3%

+4.7 pts vs last qtr

Institutional holders

1,588

+98 vs last qtr

Net shares bought

+33.7M

by institutions in Q2 2026

New / sold out

205 / 107

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Norges Bank NEW +18.1M
Capital World Investors +7.3M

Biggest sellers in Q2 2026

FMR LLC −2.7M
Bank Of America Corp /de/ −2.3M

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Welltower Inc. in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+88.6%

+7.31% a year

Each share's claim on the business

−47.0%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$7.66M vs $1.84B

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years79% 3–5 years7% 1–3 years10% Under 1 year4%

Quarterly turnover

6.1%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting WELL on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	78.0M	10.83%	+4.0M (+5.5%)	≤2021	0.3%
Shares held by quarter Peak holding78.0M (Q2'26) Change over 8 quarters+16.5M Share of the company10.830% BlackRock, Inc.'s full portfolio →
VC Vanguard Capital Management LLC	46.1M	6.40%	+766.5K (+1.7%)	≤2021	0.2%
Shares held by quarter Peak holding46.1M (Q2'26) Change over 8 quarters+46.1M Share of the company6.400% Vanguard Capital Management LLC's full portfolio →

BlackRock, Inc.

78.0M

% of company

10.83%

Change vs last qtr

+4.0M (+5.5%)

Held since

≤2021

Vanguard Capital Management LLC

46.1M

% of company

6.40%

Change vs last qtr

+766.5K (+1.7%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Welltower Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting WELL on Form N-PORT; together they hold 44.3% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VR Vanguard Real Estate Index Fund Vanguard Specialized Funds	$6.22B	26.5M	3.68%	8.51%	July 31, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$5.09B	22.4M	3.11%	0.22%	June 30, 2026

Vanguard Real Estate Index Fund

Vanguard Specialized Funds

Position value

$6.22B

% of company

3.68%

% of the fund

8.51%

As of

July 31, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$5.09B

% of company

3.11%

% of the fund

0.22%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Welltower Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
MS Mitra Shankh Insider	118.9K	0.02%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.020% Mitra Shankh's insider activity →
GA Gundlach Andrew Insider	57.5K	0.01%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.010% Gundlach Andrew's insider activity →

Mitra Shankh

Insider

118.9K

% of company

0.02%

Change vs last qtr

—

Held since

—

Gundlach Andrew

Insider

57.5K

% of company

0.01%

Change vs last qtr

—

Held since

—

10 more holders behind a free account

See every insider and 5%+ holder of Welltower Inc..

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