WELL Institutional Ownership
Who owns Welltower Inc. and what the big funds did with it last quarter, from every SEC 13F filing. 1,598 funds reported holding WELL at Jun 30, 2026, together owning 96.6% of the company.
- ▲851 buying vs 557 selling
- ▲Held by funds +4.6 pts
- ▲Funds holding +101
- ●Superinvestors: 1 added, 1 cut
- ▼Put/call 0.35 to 0.61
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 1,598 | 1,497 | +6.7% |
| In funds' top 10 | 34 | 33 | +3.0% |
| 13F shares | 709M | 675M | +5.0% |
| Held by funds | 96.6% | 92.0% | +4.6 pts |
| New positions | 186 | 148 | +25.7% |
| Increased | 665 | 659 | +0.9% |
| Reduced | 474 | 439 | +8.0% |
| Sold out | 83 | 105 | −21.0% |
| Calls (shares) | 1.3M | 1.4M | −8.3% |
| Puts (shares) | 171K | 184K | −7.4% |
| Put/call ratio | 0.61 | 0.35 | +73.0% |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in WELL
All superinvestors →
Who owns WELL
share of fund held shares- Index and passive funds39.1%
- Active managers and hedge funds39.8%
- Banks and brokers15.9%
- Pensions, insurers and other5.2%
The top 10 holders own 51.3% of all WELL shares that funds reported. Groups are our own grouping of filers by name.
Put/call ratio
funds' options, market makers left outAbove 1 means funds hold more puts than calls, a sign of hedging or bets on a fall. Options are valued at the underlying shares.
Filed so far for Q3 2026
552 funds changed their position- Principal Financial Group IncTrimmed−1.2M sh
- Alphinity Investment Management Pty LtdTrimmed−439K sh
- KBC Group NVTrimmed−396K sh
- Daiwa Securities Group Inc.Trimmed−368K sh
- DekaBank Deutsche GirozentraleAdded+330K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 10.64% | 78M | $17.7B | +4M |
| 2 | Vanguard Capital Management LLC | 6.29% | 46.1M | $10.5B | +767K |
| 3 | Vanguard Portfolio Management LLC | 5.92% | 43.4M | $9.9B | +1.6M |
| 4 | State Street Corp | 5.74% | 42.1M | $9.6B | +578K |
| 5 | Capital International Investors | 5.38% | 39.5M | $9B | +3.7M |
| 6 | Cohen & Steers, Inc. | 5.02% | 36.8M | $8.4B | +976K |
| 7 | Capital World Investors | 2.73% | 20M | $4.5B | +7.3M |
| 8 | Bank of America Corp /de/ | 2.66% | 19.5M | $4.4B | −2.3M |
| 9 | Fmr LLC | 2.65% | 19.5M | $4.4B | −2.7M |
| 10 | Price T Rowe Associates Inc /md/ | 2.52% | 18.5M | $4.2B | +1.3M |
- Norges Bank+18.1M sh+$4.1B
- Capital World Investors+7.3M sh+$1.7B
- BlackRock, Inc.+4M sh+$918M
- Capital International Investors+3.7M sh+$836M
- Amundi+2M sh+$456M
- DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt+1.9M sh+$421M
- Vanguard Portfolio Management LLC+1.6M sh+$360M
- Goldman Sachs Group Inc+1.4M sh+$318M
- Fmr LLC−2.7M sh−$618M
- Bank of America Corp /de/−2.3M sh−$512M
- Wellington Management Group LLP−1.8M sh−$402M
- PGGM Investments−1.3M sh−$295M
- D. E. Shaw & Co., Inc.−1.2M sh−$261M
- Citadel Advisors LLC−1.1M sh−$247M
- Nuveen, LLC−921K sh−$209M
- UBS Group AG−868K sh−$197M
WELL institutional ownership FAQ
Who owns the most WELL stock?
In Q2 2026 13F filings the largest holder of WELL was BlackRock, Inc., followed by Vanguard Capital Management LLC and Vanguard Portfolio Management LLC. Index fund managers are usually the biggest holders of large companies.
What percentage of WELL is owned by institutions?
Funds that file 13F reports held 96.6% of WELL's shares at Jun 30, 2026, compared with 92.0% a quarter earlier. That counts every manager with more than $100 million in US stocks.
Are hedge funds buying WELL?
In Q2 2026, 851 funds bought WELL (186 of them new positions) and 557 sold (83 sold out completely). Among well known investors, 1 added and 1 cut. Our fund sentiment for WELL is bullish.
What is WELL's institutional put/call ratio?
Funds reported $88.3M of WELL puts against $145M of calls, a put/call ratio of 0.61 (0.35 the quarter before). Market makers and bank trading desks are left out, since their options are mostly hedges.
How current is this WELL ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.