Welltower Inc.
WELL- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0000766704
In the last 90 days, Welltower Inc. insiders filed 1 open-market purchase and 0 sales; 1,608 institutions reported holding it in 13F filings for Q2 2026, worth $160.7B in total; no superinvestor holds it.
Holders of 5% or more of WELL
Holders whose latest Schedule 13D or 13G filing reports 5% or more of Welltower Inc., largest stake first. The change is against the holder's previous filing.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 13G/A | 9.50%61.7M shares | – | Apr 24, 20251 filing | Apr 24, 2025 | SEC |
| Vanguard Capital Management LLC | 13G | 7.55%52.7M shares | New | Apr 30, 20261 filing | Apr 30, 2026 | SEC |
| Vanguard Portfolio Management LLC | 13G | 6.01%41.9M shares | New | Apr 29, 20261 filing | Apr 29, 2026 | SEC |
Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.
13D and 13G filings
35 Schedule 13D and 13G filings on Welltower Inc., newest first, including old-format filings without a stake.
| Filed (ET) | Filer | Form | Stake | Change | Event date | Filing |
|---|---|---|---|---|---|---|
| Aug 7, 20269:00 AM ET | Cohen & Steers, Inc.and 4 others | 13G/A | 4.90%35.3M shares | −0.28 ppfrom 5.18%Below 5% | Jul 31, 2026 | SEC |
| May 15, 20268:00 AM ET | Cohen & Steers, Inc.and 4 others | 13G | 5.18%36.1M shares | +0.25 ppfrom 4.93% | Mar 31, 2026 | SEC |
| Apr 30, 20262:27 PM ET | Vanguard Capital Management LLC | 13G | 7.55%52.7M shares | New | Mar 31, 2026 | SEC |
| Apr 29, 20263:46 PM ET | Vanguard Portfolio Management LLC | 13G | 6.01%41.9M shares | New | Mar 31, 2026 | SEC |
| Mar 27, 20262:14 PM ET | Vanguard Group Inc | 13G/A | 0.00%0 shares | −13.11 ppfrom 13.11%Below 5% | Mar 13, 2026 | SEC |
| Feb 13, 20268:30 AM ET | Cohen & Steers, Inc.and 4 others | 13G/A | 4.93%33.8M shares | 0.00 ppfrom 4.93%Below 5% | Dec 31, 2025 | SEC |
| Jan 8, 20269:00 AM ET | Cohen & Steers, Inc.and 4 others | 13G/A | 4.93%33.8M shares | −0.16 ppfrom 5.09%Below 5% | Dec 31, 2025 | SEC |
| Nov 14, 20256:57 AM ET | Cohen & Steers, Inc.and 4 others | 13G/A | 5.09%34.1M shares | – | Sep 30, 2025 | SEC |
| Jul 29, 20252:50 PM ET | Vanguard Group Inc | 13G/A | 13.11%85.8M shares | −1.29 ppfrom 14.40% | Jun 30, 2025 | SEC |
| Jul 28, 202510:28 AM ET | Norges Bank | 13G/A | 4.90%32.2M shares | –Below 5% | Jun 30, 2025 | SEC |
| Apr 30, 202511:10 AM ET | Vanguard Group Inc | 13G/A | 14.40%92.4M shares | – | Mar 31, 2025 | SEC |
| Apr 24, 20259:12 AM ET | BlackRock, Inc. | 13G/A | 9.50%61.7M shares | – | Mar 31, 2025 | SEC |
| Nov 14, 2024 | Cohen & Steers, Inc. | 13G/AOld format | – | – | – | SEC |
| Nov 13, 2024 | Capital International Investors | 13GOld format | – | New | – | SEC |
| Nov 7, 2024 | Norges Bank | 13GOld format | – | New | – | SEC |
| Feb 14, 2024 | Cohen & Steers, Inc. | 13G/AOld format | – | – | – | SEC |
| Feb 13, 2024 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Feb 8, 2024 | Wellington Management Group LLP | 13G/AOld format | – | – | – | SEC |
| Jan 30, 2024 | State Street Corp | 13G/AOld format | – | – | – | SEC |
| Jan 24, 20245:23 PM ET | BlackRock Inc. | 13G/AOld format | – | – | – | SEC |
| Feb 14, 2023 | Cohen & Steers, Inc. | 13G/AOld format | – | – | – | SEC |
| Feb 9, 2023 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Feb 7, 2023 | State Street Corp | 13GOld format | – | – | – | SEC |
| Feb 6, 2023 | Wellington Management Group LLP | 13GOld format | – | New | – | SEC |
| Jan 24, 20231:56 PM ET | BlackRock Inc. | 13GOld format | – | – | – | SEC |
| Nov 10, 2022 | Cohen & Steers, Inc. | 13G/AOld format | – | – | – | SEC |
| Feb 14, 2022 | Cohen & Steers, Inc. | 13GOld format | – | – | – | SEC |
| Feb 14, 2022 | State Street Corp | 13G/AOld format | – | – | – | SEC |
| Feb 10, 2022 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Jan 27, 202211:00 AM ET | BlackRock Inc. | 13G/AOld format | – | – | – | SEC |
| Jan 25, 20223:03 PM ET | BlackRock Inc. | 13G/AOld format | – | – | – | SEC |
| Feb 16, 2021 | Cohen & Steers, Inc. | 13G/AOld format | – | – | – | SEC |
| Feb 11, 2021 | State Street Corp | 13GOld format | – | New | – | SEC |
| Feb 10, 2021 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Jan 26, 20217:14 PM ET | BlackRock Inc. | 13G/AOld format | – | – | – | SEC |
Form 144: proposed insider sales
4 notices from officers, directors and other affiliates planning to sell Welltower Inc. shares, newest first.
| Filed (ET) | Seller | Shares to sell | Market value | Planned sale | Broker | Filing |
|---|---|---|---|---|---|---|
| Apr 30, 20251:56 PM ET | DeSalvo Karen BDirector | 4.00K | $605.4K | Apr 30, 2025 | Fidelity Brokerage Services LLC | SEC |
| Dec 9, 20245:25 PM ET | Kenneth J. BaconDirector | 2.20K | $289.0K | Dec 9, 2024 | Goldman Sachs & Co. LLC | SEC |
| Jun 4, 20249:57 AM ET | Bacon Kenneth JDirector | 1.80K | $187.0K | Jun 4, 2024 | Fidelity Brokerage Services LLC | SEC |
| Feb 15, 202411:07 AM ET | Menon AyeshaFormer officer | 8.16K | $766.4K | Feb 15, 2024 | Fidelity Brokerage Services LLC | SEC |