Welltower — Institutional Ownership
Which tracked institutions hold WELL, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.
51
Funds holding
$39846853839
Total value held
Buying
38 added/new · 12 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $14631282547 | 74003756 | +1223102 | +1.68% |
| 2 | State Street Corp | $8216981221 | 41560777 | -199551 | -0.48% |
| 3 | Bank Of America Corp /De/ | $4300291471 | 21750501 | +1347243 | +6.60% |
| 4 | Principal Financial Group Inc | $1899340506 | 9606655 | -487428 | -4.83% |
| 5 | Morgan Stanley | $1788605588 | 9046607 | -1020504 | -10.14% |
| 6 | Northern Trust Corp | $1779353819 | 8999817 | +13505 | +0.15% |
| 7 | Goldman Sachs Group Inc | $1461399389 | 7391631 | +2486914 | +50.70% |
| 8 | Invesco Ltd. | $1283683682 | 6916027 | -90018 | -1.28% |
| 9 | Bank Of New York Mellon Corp | $785410111 | 3972536 | -55900 | -1.39% |
| 10 | Ameriprise Financial Inc | $694793170 | 3560107 | +844729 | +31.11% |
| 11 | Prudential Financial Inc | $600227394 | 3035898 | +106720 | +3.64% |
| 12 | Sei Investments Co | $525607436 | 2658479 | — | NEW BUY |
| 13 | Barclays Plc | $335243203 | 1695631 | — | NEW BUY |
| 14 | Wells Fargo & Company/Mn | $234774015 | 1264878 | +144058 | +12.85% |
| 15 | Citigroup Inc | $202671575 | 1091922 | +461387 | +73.17% |
| 16 | Janus Henderson Group Plc | $177735814 | 898586 | — | NEW BUY |
| 17 | Raymond James Financial Inc | $176759811 | 894179 | -26192 | -2.85% |
| 18 | Royal Bank Of Canada | $173527000 | 877687 | — | NEW BUY |
| 19 | Toronto Dominion Bank | $118671231 | 600229 | — | NEW BUY |
| 20 | Bank Of Montreal /Can/ | $117084733 | 592204 | — | NEW BUY |
| 21 | Franklin Resources Inc | $94974744 | 480374 | +7421 | +1.57% |
| 22 | Brookfield Corp /On/ | $60700726 | 307019 | +8888 | +2.98% |
| 23 | Pnc Financial Services Group, Inc. | $45067994 | 227950 | +3497 | +1.56% |
| 24 | Bank Of Nova Scotia | $31386817 | 158748 | — | NEW BUY |
| 25 | Fifth Third Bancorp | $18437644 | 93256 | +5970 | +6.84% |
| 26 | M&T Bank Corp | $17483975 | 94194 | +75687 | +408.96% |
| 27 | Truist Financial Corp | $12868666 | 65089 | -4985 | -7.11% |
| 28 | Us Bancorp \De\ | $12425633 | 62847 | +510 | +0.82% |
| 29 | Allstate Corp | $11771757 | 63422 | +34466 | +119.03% |
| 30 | Cohen & Steers, Inc. | $7086971 | 35845277 | +2331605 | +6.96% |
| 31 | Westwood Holdings Group Inc | $6717789 | 33978 | +995 | +3.02% |
| 32 | Nomura Holdings Inc | $4941959 | 24996 | — | NEW BUY |
| 33 | Atlantic Union Bankshares Corp | $4661967 | 25117 | +25 | +0.10% |
| 34 | Banco Bilbao Vizcaya Argentaria, S.A. | $4634773 | 23456 | — | NEW BUY |
| 35 | Equitable Holdings, Inc. | $1850139 | 9804 | — | NEW BUY |
| 36 | Marex Group Plc | $1781565 | 9011 | +6447 | +251.44% |
| 37 | Pinnacle Financial Partners, Inc. | $1588288 | 8027 | — | NEW BUY |
| 38 | Digitalbridge Group, Inc. | $1354314 | 6850 | -6200 | -47.51% |
| 39 | Finward Bancorp | $982817 | 4971 | -125 | -2.45% |
| 40 | Associated Banc-Corp | $825241 | 4174 | +8 | +0.19% |
| 41 | Lcnb Corp | $629589 | 3392 | -174 | -4.88% |
| 42 | Regions Financial Corp | $376439 | 1904 | +210 | +12.40% |
| 43 | Alti Global, Inc. | $321229 | 1625 | -510 | -23.89% |
| 44 | Park National Corp /Oh/ | $284702 | 1440 | +150 | +11.63% |
| 45 | Hancock Whitney Corp | $221099 | 1063 | — | NEW BUY |
| 46 | Amalgamated Financial Corp. | $10529 | 109521 | — | NEW BUY |
| 47 | Honeywell International Inc | $9351 | 114695 | — | Held |
| 48 | Peapack Gladstone Financial Corp | $8120 | 41069 | -1196 | -2.83% |
| 49 | Texas Capital Bancshares Inc/Tx | $2494 | 14 | — | NEW BUY |
| 50 | Wealthfront Corp | $1653 | 25697 | +1572 | +6.52% |
| 51 | Sun Life Financial Inc | $1139 | 5760 | — | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.