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WELL Institutional Ownership & 13F Holders | SmartMoneyDB

WELLWELLTOWER INC

COM · CUSIP 95040Q104

Smart Money Ownership

Of the 13 tracked institutions holding WELL, 7 have a 3-year clone track record — 7 of them beat the S&P. Average holder's clone alpha: +4.1pt. It's a gauge of who owns the name, not just how many.

Ken Griffin

$325.8M · 0.2% of book

Capital Research Global Investors

WELL (WELLTOWER INC) Institutional Ownership Summary

Among the 13 tracked institutional investors we monitor, WELL (WELLTOWER INC) is held with a combined value of $53.10B across 274,215,892 shares. The largest holder is VANGUARD GROUP INC with a position worth $17.15B (0.25% of their portfolio). 9 funds increased their holdings. 4 funds reduced their position.

Total Institutional Value

$53.10B

Total Shares Held

274,215,892

Institutional Holders

% of Shares Outstanding

38.8%

of 705.91M shares · SEC 2026-04-24

Days to Cover

4.5+4.4%

19.37M shares short · FINRA 2026-06-30

Tracked 13F institutions hold 38.8% of WELL's shares outstanding. This is a floor: 13F filings arrive on a ~45-day lag and we track only a subset of institutional filers, so true institutional ownership is higher. Shares-outstanding is the latest SEC cover-page figure (as of 2026-04-24), not a live float.

This Quarter's Biggest Movers

Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.

Biggest Buyers

Capital Research Global Investors+2033% shares~$1.2B VANGUARD GROUP INC+3% shares~$483.5M CITADEL ADVISORS LLC+766% shares~$288.1M FMR LLC+7% shares~$267.6M BlackRock, Inc.+2% shares~$244.6M

13F Institutional Holders

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PRICE T ROWE ASSOCIATES INC /MD/

0.39% of book+2.3%

$3.40B

WELLINGTON MANAGEMENT GROUP LLP

0.63% of book-9.1%

$3.35B

Capital Research Global Investors

0.20% of book+2033.4%

ADAGE CAPITAL PARTNERS GP, L.L.C.

0.19% of book+28.8%

$123.59M

MILLENNIUM MANAGEMENT LLC

0.04% of book+463.0%

$84.28M

#	Fund	Value↓	Shares	Portfolio %	Change
1	VANGUARD GROUP INC	$17.15B	92,421,471	0.25%	+2.9%
2	BlackRock, Inc.	$14.63B	74,003,756	0.26%	+1.7%
3	STATE STREET CORP	$8.22B	41,560,777	0.28%	-0.5%
4	FMR LLC	$4.38B	22,175,983	0.23%	+6.5%
5	PRICE T ROWE ASSOCIATES INC /MD/	$3.40B	17,215,818	0.39%	+2.3%
6	WELLINGTON MANAGEMENT GROUP LLP	$3.35B	16,950,076	0.63%	-9.1%
7	Capital Research Global Investors	$1.29B	6,534,932	0.20%	+2033.4%
8	CITADEL ADVISORS LLC	$325.75M	1,647,617	0.23%	+766.3%
9	ADAGE CAPITAL PARTNERS GP, L.L.C.	$123.59M	625,106	0.19%	+28.8%
10	MILLENNIUM MANAGEMENT LLC	$84.28M	426,269	0.04%	+463.0%

Congress Trading

3 members · 4 disclosed trades in WELL

Member	Type	Amount	Date
Alan Armstrong	Buy	$1,001 - $15,000	Mar 30, 2026
Alan Armstrong	Buy	$1,001 - $15,000	Mar 27, 2026
Jonathan Jackson	Buy	$1,001 - $15,000	Feb 11, 2026
Jefferson Shreve	Sell	$50,001 - $100,000

Frequently Asked Questions

Which institutional investors own the most WELL stock?

As of the latest SEC 13F filings, VANGUARD GROUP INC is the largest institutional holder of WELL with a position worth $17.15B, representing 0.25% of their portfolio. In total, 13 institutional investors hold WELL with a combined value of $53.10B.

What percentage of WELL is owned by institutional investors?

Institutional investors hold $53.10B worth of WELL stock across 13 positions. The largest institutional holder is VANGUARD GROUP INC with $17.15B in holdings.

What is a 13F filing and why does it matter for WELL?

A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For WELL, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.

Track WELL institutional moves

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