13FBOX
WELLTOWER INC COM · 13F Institutional Holdings
Options Calculator Rankings

WELLTOWER INC COM

WELL
Institutions
1599
Combined AUM (Q2 2026)
$162.82B
Combined Shares (Q2 2026)
715.1M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+45.9M
874 · 215 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-37.0M
571 · 101 Exit · ≈
⚖️ Net
+8.8M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$162.82B
Institutions
1599
New Buys
215
Adds
659
Reduces
470
Exits
101
Unchanged
255
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BlackRock, Inc.
0.26%0.25%#316$17.71B78.0M$14.63B74.0M+4.0M+5.47%Add
VANGUARD CAPITAL MANAGEMENT LLC
0.22%0.22%#367$10.47B46.1M$8.97B45.4M+766,540+1.69%Add
VANGUARD PORTFOLIO MANAGEMENT LLC
0.44%0.44%#193$9.86B43.4M$8.28B41.9M+1.6M+3.79%Add
STATE STREET CORP
0.28%0.28%#284$9.56B42.1M$8.22B41.6M+578,033+1.39%Add
Capital International Investors
1.85%1.66%#45$8.97B39.5M$7.08B35.8M+3.7M+10.28%Add
COHEN & STEERS, INC.
13.22%12.31%#5$8.36B36.8M$7.09B35.8M+975,997+2.72%Add
Capital World Investors
0.54%0.34%#163$4.55B20.0M$2.52B12.7M+7.3M+57.43%Add
BANK OF AMERICA CORP /DE/
0.28%0.31%#285$4.43B19.5M$4.30B21.8M-2.3M-10.36%Reduce
FMR LLC
0.19%0.23%#422$4.41B19.5M$4.38B22.2M-2.7M-12.29%Reduce
PRICE T ROWE ASSOCIATES INC /MD/
0.41%0.39%#208$4.20B18.5M$3.40B17.2M+1.3M+7.40%Add
NORGES BANK
0.41%0.67%#210$4.12B18.1M$4.80B31.3M-13.2M-42.03%Reduce
GEODE CAPITAL MANAGEMENT, LLC
0.21%0.22%#389$4.00B17.7M$3.51B17.8M-82,373-0.46%Reduce
WELLINGTON MANAGEMENT GROUP LLP
0.59%0.63%#146$3.45B15.2M$3.35B17.0M-1.8M-10.45%Reduce
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
1.85%1.54%#46$2.41B10.6M$1.73B8.8M+1.9M+21.16%Add
PRINCIPAL FINANCIAL GROUP INC
1.09%1.01%#79$2.23B9.8M$1.90B9.6M+207,966+2.16%Add
MORGAN STANLEY
0.12%0.1%#580$2.22B9.8M$1.71B9.6M+167,237+1.74%Add
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.28%0.27%#283$2.13B9.4M$1.75B8.8M+564,842+6.40%Add
NORTHERN TRUST CORP
0.25%0.24%#335$2.11B9.3M$1.78B9.0M+292,726+3.25%Add
GOLDMAN SACHS GROUP INC
0.18%0.17%#445$2.04B9.0M$1.46B7.4M+1.6M+21.41%Add
JPMORGAN CHASE & CO
0.11%0.11%#600$1.96B8.6M$1.69B8.7M-77,729-0.90%Reduce
DIMENSIONAL FUND ADVISORS LP
0.35%0.34%#234$1.92B8.5M$1.65B8.3M+134,297+1.61%Add
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.33%0.34%#250$1.80B7.9M$1.62B8.2M-222,139-2.72%Reduce
Legal & General Group Plc
0.33%0.33%#244$1.60B7.0M$1.43B7.2M-192,666-2.66%Reduce
Capital Research Global Investors
0.22%0.2%#381$1.56B6.9M$1.29B6.5M+354,152+5.42%Add
Invesco Ltd.
0.12%0.19%#575$1.49B6.6M$1.31B6.6M-64,943-0.98%Reduce
CENTERSQUARE INVESTMENT MANAGEMENT LLC
10.93%10.72%#8$1.28B5.6M$1.04B5.2M+397,916+7.59%Add
Amundi
0.29%0.18%#274$1.21B5.3M$658.6M3.3M+2.0M+60.30%Add
DEUTSCHE BANK AG\
0.33%0.34%#251$1.13B5.0M$1.02B5.1M-168,576-3.28%Reduce
Nuveen, LLC
0.24%0.29%#337$1.03B4.5M$1.08B5.4M-920,704-16.92%Reduce
JANE STREET GROUP, LLC
0.08%<0.01%#684$980.8M4.3M$23.0M116,531+4.2M+3,608.20%Add
Daiwa Securities Group Inc.
1.81%2.43%#48$925.3M4.1M$846.9M4.3M-206,869-4.83%Reduce
Bank of New York Mellon Corp
0.15%0.14%#495$919.4M4.1M$785.4M4.0M+78,145+1.97%Add
VANGUARD FIDUCIARY TRUST CO
0.2%0.2%#413$899.7M4.0M$776.3M3.9M+37,381+0.95%Add
AMERIPRISE FINANCIAL INC
0.16%0.16%#474$798.2M3.6M$694.8M3.6M-1,412-0.04%Reduce
Resolution Capital Ltd
14.1%14.99%#2$766.6M3.4M$712.9M3.6M-228,266-6.33%Reduce
WCM INVESTMENT MANAGEMENT, LLC
1.38%1.45%#66$762.2M3.3M$636.1M3.3M+89,820+2.76%Add
HSBC HOLDINGS PLC
0.32%0.33%#257$759.9M3.3M$639.0M3.2M+112,768+3.49%Add
Sumitomo Mitsui Trust Group, Inc.
0.41%0.41%#211$715.1M3.2M$628.3M3.2M-26,954-0.85%Reduce
PRUDENTIAL FINANCIAL INC
0.75%0.74%#117$688.1M3.0M$600.2M3.0M-4,200-0.14%Reduce
DUFF & PHELPS INVESTMENT MANAGEMENT CO
6.48%5.4%#16$686.5M3.0M$520.5M2.6M+392,178+14.90%Add
Russell Investments Group, Ltd.
0.5%0.54%#175$647.7M2.9M$567.0M2.9M-16,021-0.56%Reduce
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC
8.98%8.81%#11$645.4M2.8M$594.5M3.0M-163,201-5.43%Reduce
Roehl & Yi Investment Advisors, LLC
0.22%0.11%#372$639.1M2,816$201,0181,595+1,221+76.55%Add
SEI INVESTMENTS CO
0.51%0.48%#172$583.7M2.6M$525.6M2.7M-86,761-3.26%Reduce
Mitsubishi UFJ Asset Management Co., Ltd.
0.29%0.28%#273$529.8M2.3M$422.6M2.1M+196,854+9.21%Add
CANADA PENSION PLAN INVESTMENT BOARD
0.29%0.26%#276$528.4M2.3M$400.8M2.0M+301,016+14.85%Add
NORDEA INVESTMENT MANAGEMENT AB
0.39%0.37%#220$479.7M2.1M$398.7M2.0M+69,354+3.42%Add
National Pension Service
0.29%0.29%#272$457.4M2.0M$386.1M2.0M+62,043+3.18%Add
Swiss National Bank
0.24%0.23%#353$451.0M2.0M$398.2M2.0M-27,200-1.35%Reduce
Aberdeen Group plc
0.56%0.54%#157$399.7M1.8M$333.3M1.7M+75,203+4.46%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow