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Smart Money Score
Composite context from Form 4, 13F and congressional disclosures; not a forecast.
Of the 14 tracked institutions holding WELL, 7 have a 3-year clone track record — 7 of them beat the S&P. Average holder's clone alpha: +4.5pt. It's a gauge of who owns the name, not just how many.
Among the 14 tracked institutional investors we monitor, WELL (WELLTOWER INC) is held with a combined value of $58.60B across 275,011,996 shares. The largest holder is BlackRock, Inc. with a position worth $17.71B (0.26% of their portfolio). 9 funds increased their holdings. 5 funds reduced their position.
Total Institutional Value
$58.60B
Total Shares Held
275,011,996
Institutional Holders
14
% of Shares Outstanding
39.0%
of 705.91M shares · SEC 2026-04-24
Days to Cover
5.2+0.5%
17.78M shares short · FINRA 2026-08-14
Tracked 13F institutions hold 39.0% 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.
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
2
$1.20M
0
$0
Total Transactions
2
Last 12 months
| Date | Insider | Code | Type | Shares | Value |
|---|---|---|---|---|---|
| Aug 26, 2026 | Andrew Gundlach | P | Purchase | 2,500 | $605.15K |
| Aug 25, 2026 | Andrew Gundlach | P | Purchase | 2,500 | $598.67K |
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $17.71B | 0.26% | +5.5% |
| 2 | VANGUARD GROUP INC | $17.15B | 0.25% | +2.9% |
| 3 | STATE STREET CORP | $9.56B | 0.28% | +1.4% |
| 4 | FMR LLC | $4.41B | 0.19% | -12.3% |
| 5 | PRICE T ROWE ASSOCIATES INC /MD/ | $4.20B | 0.42% | +7.4% |
| 6 | WELLINGTON MANAGEMENT GROUP LLP | $3.45B | 0.59% | -10.4% |
| 7 | Capital Research Global Investors | $1.56B | 0.22% | +5.4% |
| 8 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $133.82M | 0.19% | -5.7% |
| 9 | CITADEL ADVISORS LLC | $127.38M | 0.07% | -65.9% |
| 10 | MILLENNIUM MANAGEMENT LLC | $124.73M | 0.08% | +28.9% |
SEC Schedule 13D (activist) and 13G (passive) filings for WELL. Filed when an investor acquires 5%+ ownership.
| Member | Type | Date |
|---|---|---|
| Alan Armstrong | Buy | Mar 30, 2026 |
| Alan Armstrong | Buy | Mar 27, 2026 |
| Jonathan Jackson | Buy | Feb 11, 2026 |
| Jefferson Shreve | Sell |
As of the latest SEC 13F filings, BlackRock, Inc. is the largest institutional holder of WELL with a position worth $17.71B, representing 0.26% of their portfolio. In total, 14 institutional investors hold WELL with a combined value of $58.60B.
Institutional investors hold $58.60B worth of WELL stock across 14 positions. The largest institutional holder is BlackRock, Inc. with $17.71B in holdings.
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.
Get notified when hedge funds change their WELL positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
| May 12, 2025 |
Last Close
$235.90
2026-09-09
YTD
+26.2%
81% of 52-week range
