13F Filings/WELL

WELLTOWER INC (WELL): Institutional Ownership

Hedge funds and institutional managers reporting a position in WELL · Real Estate. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.

Reported Holders
24
13F filers
Aggregate Value
$742.0M
Across holders
Last Price
$227.33
2026-06-26
Sector
Real Estate
GICS
Holder activity8 new8 added7 reduced
Institutional Holders of WELL
↗
24 holders
Manager⇅Type⇅Shares⇅Market Value▼% of Total⇅% of Portfolio⇅Action⇅QoQ Change⇅Quarter⇅
ADAGE CAPITAL PARTNERS GP, L.L.C.
CIK 0001165408
Hedge Fund625K$123.6M16.7%0.2%Added+$27.6MQ1 2026
Qube Research & Technologies Ltd
CIK 0001729829
Hedge Fund666K$123.6M16.7%0.1%New—Q4 2025
BALYASNY ASSET MANAGEMENT LLC
CIK 0001218710
Hedge Fund476K$94.1M12.7%0.1%Added+$62.5MQ1 2026
Holocene Advisors, LP
CIK 0001700574
Hedge Fund444K$87.7M11.8%0.2%New—Q1 2026
PRIMECAP MANAGEMENT CO/CA/
CIK 0000763212
Institutional Manager384K$76.0M10.2%0.1%Unchanged+$0Q1 2026
Hudson Bay Capital Management LP
CIK 0001393825
Hedge Fund235K$46.5M6.3%0.2%New—Q1 2026
Gotham Asset Management, LLC
CIK 0001510387
Hedge Fund222K$44.0M5.9%0.1%Added+$10.3MQ1 2026
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
Hedge Fund175K$34.6M4.7%0.0%Reduced$-54.2MQ1 2026
RENAISSANCE TECHNOLOGIES LLC
CIK 0001037389
Hedge Fund173K$32.1M4.3%0.0%Reduced$-35.0MQ4 2025
CITADEL ADVISORS LLC
CIK 0001423053
Hedge Fund131K$25.8M3.5%0.0%Reduced$-3.9MQ1 2026
ExodusPoint Capital Management, LP
CIK 0001736225
Hedge Fund66K$13.1M1.8%0.1%Added+$5.2MQ1 2026
Bridgewater Associates, LP
CIK 0001350694
Hedge Fund142K$12.8M1.7%0.1%New—Q4 2023
Walleye Capital LLC
CIK 0001758720
Hedge Fund39K$7.8M1.0%0.0%Added+$7.7MQ1 2026
Verition Fund Management LLC
CIK 0001454027
Hedge Fund31K$6.2M0.8%0.0%Added+$5.7MQ1 2026
GAMCO INVESTORS, INC. ET AL
CIK 0000807249
Institutional Manager24K$4.8M0.6%0.0%Added+$1KQ1 2026
TUDOR INVESTMENT CORP ET AL
CIK 0000923093
Hedge Fund15K$2.9M0.4%0.0%Reduced$-652KQ1 2026
Schonfeld Strategic Advisors LLC
CIK 0001665241
Hedge Fund10K$1.9M0.3%0.0%New—Q1 2026
Man Group plc
CIK 0001637460
Hedge Fund9K$1.8M0.2%0.0%Reduced$-7.9MQ1 2026
MARSHALL WACE, LLP
CIK 0001318757
Hedge Fund5K$1.0M0.1%0.0%New—Q1 2026
ICONIQ Capital, LLC
CIK 0001569709
Family Office4K$593K0.1%0.0%New—Q2 2025
ADAGE CAPITAL PARTNERS GP, L.L.C.Added
Hedge Fund
$123.6M· 16.7% of total· 0.2% port· 625K sh· +$27.6M QoQ· Q1 2026
Qube Research & Technologies LtdNew
Hedge Fund
$123.6M· 16.7% of total· 0.1% port· 666K sh· — QoQ· Q4 2025
BALYASNY ASSET MANAGEMENT LLCAdded
Hedge Fund
$94.1M· 12.7% of total· 0.1% port· 476K sh· +$62.5M QoQ· Q1 2026
Holocene Advisors, LPNew
Hedge Fund
$87.7M· 11.8% of total· 0.2% port· 444K sh· — QoQ· Q1 2026
PRIMECAP MANAGEMENT CO/CA/Unchanged
Institutional Manager
$76.0M· 10.2% of total· 0.1% port· 384K sh· +$0 QoQ· Q1 2026
Hudson Bay Capital Management LPNew
Hedge Fund
$46.5M· 6.3% of total· 0.2% port· 235K sh· — QoQ· Q1 2026
Gotham Asset Management, LLCAdded
Hedge Fund
$44.0M· 5.9% of total· 0.1% port· 222K sh· +$10.3M QoQ· Q1 2026
TWO SIGMA INVESTMENTS, LPReduced
Hedge Fund
$34.6M· 4.7% of total· 0.0% port· 175K sh· $-54.2M QoQ· Q1 2026
RENAISSANCE TECHNOLOGIES LLCReduced
Hedge Fund
$32.1M· 4.3% of total· 0.0% port· 173K sh· $-35.0M QoQ· Q4 2025
CITADEL ADVISORS LLCReduced
Hedge Fund
$25.8M· 3.5% of total· 0.0% port· 131K sh· $-3.9M QoQ· Q1 2026
ExodusPoint Capital Management, LPAdded
Hedge Fund
$13.1M· 1.8% of total· 0.1% port· 66K sh· +$5.2M QoQ· Q1 2026
Bridgewater Associates, LPNew
Hedge Fund
$12.8M· 1.7% of total· 0.1% port· 142K sh· — QoQ· Q4 2023
Walleye Capital LLCAdded
Hedge Fund
$7.8M· 1.0% of total· 0.0% port· 39K sh· +$7.7M QoQ· Q1 2026
Verition Fund Management LLCAdded
Hedge Fund
$6.2M· 0.8% of total· 0.0% port· 31K sh· +$5.7M QoQ· Q1 2026
GAMCO INVESTORS, INC. ET ALAdded
Institutional Manager
$4.8M· 0.6% of total· 0.0% port· 24K sh· +$1K QoQ· Q1 2026
TUDOR INVESTMENT CORP ET ALReduced
Hedge Fund
$2.9M· 0.4% of total· 0.0% port· 15K sh· $-652K QoQ· Q1 2026
Schonfeld Strategic Advisors LLCNew
Hedge Fund
$1.9M· 0.3% of total· 0.0% port· 10K sh· — QoQ· Q1 2026
Man Group plcReduced
Hedge Fund
$1.8M· 0.2% of total· 0.0% port· 9K sh· $-7.9M QoQ· Q1 2026
MARSHALL WACE, LLPNew
Hedge Fund
$1.0M· 0.1% of total· 0.0% port· 5K sh· — QoQ· Q1 2026
ICONIQ Capital, LLCNew
Family Office
$593K· 0.1% of total· 0.0% port· 4K sh· — QoQ· Q2 2025
Bridgewater Advisors Inc.Added
Hedge Fund
$417K· 0.1% of total· 0.0% port· 2K sh· +$44K QoQ· Q1 2026
Brevan Howard Capital Management LPNew
Hedge Fund
$302K· 0.0% of total· 0.0% port· 2K sh· — QoQ· Q4 2025
Fisher Asset Management, LLCReduced
Institutional Manager
$277K· 0.0% of total· 0.0% port· 1K sh· $-61K QoQ· Q1 2026
AQR CAPITAL MANAGEMENT LLCReduced
Hedge Fund
$155K· 0.0% of total· 0.0% port· 797 sh· $-90.1M QoQ· Q1 2026
1–20 of 24
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