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Dimensional Fund Advisors LP

SEC CIK
0000354204
Latest filing
Aug 11, 2026

WELL holding history

Welltower Inc. in every 13F filed by Dimensional Fund Advisors LP, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WELL overviewAll 13F holders of WELLFull Q2 2026 holdings

Shares (Q2 2026)
8,479,319
Value
$1.92B
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of WELL by Dimensional Fund Advisors LP, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,479,319$1.92B0.3%+134,297+1.6%AddedHolders
Q1 20268,345,022$1.65B0.3%+57,938+0.7%AddedHolders
Q4 20258,287,084$1.54B0.3%+878,914+11.9%AddedHolders
Q3 20257,408,170$1.32B0.3%+210,564+2.9%AddedHolders
Q2 20257,197,606$1.11B0.3%−50,876−0.7%ReducedHolders
Q1 20257,248,482$1.11B0.3%−227,327−3.0%ReducedHolders
Q4 20247,475,809$942.2M0.2%−282,630−3.6%ReducedHolders
Q3 20247,758,439$993.3M0.2%−56,302−0.7%ReducedHolders
Q2 20247,814,741$814.7M0.2%+62,942+0.8%AddedHolders
Q1 20247,751,799$724.3M0.2%+161,118+2.1%AddedHolders
Q4 20237,590,681$684.5M0.2%+340,725+4.7%AddedHolders
Q3 20237,249,956$593.9M0.2%+272,017+3.9%AddedHolders
Q2 20236,977,939$564.4M0.2%+190,476+2.8%AddedHolders
Q1 20236,787,463$486.6M0.2%+455,626+7.2%AddedHolders
Q4 20226,331,837$415.1M0.1%+50,175+0.8%AddedHolders
Q3 20226,281,662$404.0M0.2%+143,331+2.3%AddedHolders
Q2 20226,138,331$505.5M0.2%+17,692+0.3%AddedHolders
Q1 20226,120,639$588.5M0.2%+137,602+2.3%AddedHolders
Q4 20215,983,037$513.2M0.2%−860.0%ReducedHolders
Q3 20215,983,123$493.0M0.2%+1,9870.0%AddedHolders
Q2 20215,981,136$497.0M0.2%−36,858−0.6%ReducedHolders
Q1 20216,017,994$431.1M0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.