Across its top 20 institutional holders, WELL's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 5/100, avg. turnover score 20/100).

Quarterly Activity

Recent Activity

+$74.5B

Total Buy Value

$48.3B

Total Sell Value

New buy150

Trim441

Add662

Sold out108

812

Net Buyers

549

Net Sellers

Smart Money Convergence

WELL does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Insider Trading (Form 4)

12-Month Buy/Sell Activity

Jun 25

BuySell

Action	Insider	Title	Date	Value
Buy	Gundlach Andrew	Director	2025-06-30	$1.51M
Buy	Gundlach Andrew	Director	2025-06-30	$1.51M
Sell	DeSalvo Karen B	Director	2024-04-30	$606K

View all insider trades →

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

Filings (14d)

Data as of 2026-07-13

2026-07-13

Welltower Inc.'s subsidiary, Welltower OP LLC, issued C$750 million in 3.850% Notes due 2031 and C$400 million in 4.150% Notes due 2033 on July 13, 2026. The notes are senior unsecured obligations guaranteed by Welltower Inc. The company plans to use the net proceeds for general corporate purposes, including debt repayment and funding investments in healthcare and seniors housing properties.

View Full Filing (SEC EDGAR)

View all Form 8-K filings

CUSIP

95040Q104, 42217K106, 42217K601, 91274U101, 95040q104

FAQ

Who are the top institutional investors holding WELLTOWER INC (WELL)?

Major stakeholders currently include BlackRock, Inc. ($14.6B), Vanguard Capital Management LLC ($9.0B), Vanguard Portfolio Management LLC ($8.3B). Based on the latest 13F filings, there are a total of 1482 tracked investment funds and institutions maintaining positions in WELL.

What is the overall institutional sentiment toward WELL recently?

Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $7.3B, driven by 812 managers accumulating shares while 549 reduced their exposure.

Which institutions have been selling or reducing their WELL positions?

In the latest period, 441 funds trimmed their holdings, and 108 managers completely exited their positions. The aggregate reported sell value was $48.3B.

Are there any notable investors adding WELL to their portfolios?

Yes, buying activity remains notable. 150 institutions opened new positions in {ticker}, and 662 existing holders added to their shares. The total reported buy value for the quarter amounted to $74.5B.