Welltower — Institutional Ownership
Which tracked institutions hold WELL, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
66
Funds holding
$49423786521
Total value held
Buying
46 added/new · 17 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $17714830277 | 78049214 | +4045458 | +5.47% |
| 2 | State Street Corp | $9564245706 | 42138810 | +578033 | +1.39% |
| 3 | Bank Of America Corp /De/ | $4425089044 | 19496361 | -2254140 | -10.36% |
| 4 | Principal Financial Group Inc | $2227641548 | 9814621 | +207966 | +2.16% |
| 5 | Morgan Stanley | $2215699581 | 9762078 | +715471 | +7.91% |
| 6 | Northern Trust Corp | $2109128484 | 9292543 | +292726 | +3.25% |
| 7 | Goldman Sachs Group Inc | $2036874794 | 8974202 | +1582571 | +21.41% |
| 8 | Jpmorgan Chase & Co | $1963249715 | 8620951 | -45729 | -0.53% |
| 9 | Invesco Ltd. | $1491070747 | 6569461 | +6569461 | NEW BUY |
| 10 | Bank Of New York Mellon Corp | $919383077 | 4050681 | +78145 | +1.97% |
| 11 | Ameriprise Financial Inc | $798160930 | 3558695 | +3558695 | NEW BUY |
| 12 | Prudential Financial Inc | $688104495 | 3031698 | -4200 | -0.14% |
| 13 | Sei Investments Co | $583700011 | 2571718 | -86761 | -3.26% |
| 14 | Ubs Group Ag | $362296097 | 1596229 | +1596229 | NEW BUY |
| 15 | Wells Fargo & Company/Mn | $353519549 | 1557561 | +94864 | +6.49% |
| 16 | Citigroup Inc | $294368165 | 1296947 | +205025 | +18.78% |
| 17 | Royal Bank Of Canada | $258681000 | 1139710 | +262023 | +29.85% |
| 18 | Barclays Plc | $231566824 | 1020253 | -675378 | -39.83% |
| 19 | Raymond James Financial Inc | $212215032 | 934992 | +40813 | +4.56% |
| 20 | Janus Henderson Group Plc | $177735814 | 898586 | +898586 | NEW BUY |
| 21 | Bank Of Montreal /Can/ | $139619597 | 615146 | +22942 | +3.87% |
| 22 | Toronto Dominion Bank | $128883800 | 567845 | -32384 | -5.40% |
| 23 | Franklin Resources Inc | $107809837 | 474996 | -5378 | -1.12% |
| 24 | Stifel Financial Corp | $76421318 | 336691 | +336691 | NEW BUY |
| 25 | Pnc Financial Services Group, Inc. | $50952496 | 224490 | -3460 | -1.52% |
| 26 | Federated Hermes, Inc. | $39868001 | 175653 | +175653 | NEW BUY |
| 27 | Banco Santander, S.A. | $38993673 | 171801 | +171801 | NEW BUY |
| 28 | Jefferies Financial Group Inc. | $32435148 | 142905 | +142905 | NEW BUY |
| 29 | Bank Of Nova Scotia | $31516600 | 138858 | -19890 | -12.53% |
| 30 | Fifth Third Bancorp | $22124809 | 97479 | +4223 | +4.53% |
| 31 | M&T Bank Corp | $21955229 | 96735 | +2541 | +2.70% |
| 32 | Allstate Corp | $16789197 | 73971 | +10549 | +16.63% |
| 33 | Nomura Holdings Inc | $16049276 | 70711 | +45715 | +182.89% |
| 34 | Us Bancorp \De\ | $15065339 | 66374 | +3527 | +5.61% |
| 35 | Truist Financial Corp | $14856078 | 65454 | +365 | +0.56% |
| 36 | Cohen & Steers, Inc. | $8357326 | 36821274 | +975997 | +2.72% |
| 37 | Atlantic Union Bankshares Corp | $8034738 | 35400 | +10283 | +40.94% |
| 38 | Westwood Holdings Group Inc | $7424415 | 32711 | -1267 | -3.73% |
| 39 | Banco Bilbao Vizcaya Argentaria, S.A. | $3946850 | 17385 | -6071 | -25.88% |
| 40 | Marex Group Ltd | $2425401 | 10686 | +1675 | +18.59% |
| 41 | Pinnacle Financial Partners, Inc. | $2132972 | 9397 | +1370 | +17.07% |
| 42 | Equitable Holdings, Inc. | $1721401 | 7584 | -2220 | -22.64% |
| 43 | Brookfield Corp /On/ | $1414704 | 6233 | -300786 | -97.97% |
| 44 | Finward Bancorp | $1120323 | 4936 | -35 | -0.70% |
| 45 | Associated Banc-Corp | $945556 | 4166 | -8 | -0.19% |
| 46 | Lcnb Corp | $769882 | 3392 | — | Held |
| 47 | First Horizon Corp | $615769 | 2713 | +2713 | NEW BUY |
| 48 | Ing Groep Nv | $599201 | 2640 | +2640 | NEW BUY |
| 49 | Alti Global, Inc. | $509037 | 2243 | +618 | +38.03% |
| 50 | Itau Unibanco Holding S.A. | $491617 | 2166 | +2166 | NEW BUY |
| 51 | Regions Financial Corp | $433286 | 1909 | +5 | +0.26% |
| 52 | Zions Bancorporation, National Association /Ut/ | $430789 | 1898 | +1898 | NEW BUY |
| 53 | Park National Corp /Oh/ | $334100 | 1472 | +32 | +2.22% |
| 54 | Hancock Whitney Corp | $261470 | 1152 | +89 | +8.37% |
| 55 | Nicolet Bankshares Inc | $241174 | 1036 | +1036 | NEW BUY |
| 56 | Hilltop Holdings Inc. | $214265 | 945 | +945 | NEW BUY |
| 57 | First Merchants Corp | $204273 | 900 | +900 | NEW BUY |
| 58 | Cullen/Frost Bankers, Inc. | $136831 | 603 | +603 | NEW BUY |
| 59 | Prosperity Bancshares Inc | $71496 | 315 | +315 | NEW BUY |
| 60 | Southstate Bank Corp | $14073 | 62 | +62 | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.