Who Owns WELLTOWER INC (WELL)? -- Institutional Holders (2026-06-30)

54 institutions reported holding $300.1M of WELLTOWER INC (WELL) in SEC 13F filings for 2026-06-30. Largest institutional holders: CONGRESS ASSET MANAGEMENT CO ($163.8M), Czech National Bank ($45.6M), PensionDanmark Pensionsforsikringsaktieselskab ($24.1M), Pensionfund DSM Netherlands ($13.7M), First National Bank of Mount Dora, Trust Investment Services ($7.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1CONGRESS ASSET MANAGEMENT CO$163.8M721,601Trimmed
2Czech National Bank$45.6M200,930Added
3PensionDanmark Pensionsforsikringsaktieselskab$24.1M106,240New
4Pensionfund DSM Netherlands$13.7M60,253Hold
5First National Bank of Mount Dora, Trust Investment Services$7.5M32,878Added
6Pensionfund Sabic$7.0M31,059Hold
7Assenagon Asset Management S.A.$5.2M22,863Trimmed
8Chesley Taft & Associates LLC$4.4M19,540Added
9GAMMA Investing LLC$4.2M18,496Added
10Sarasin & Partners LLP$3.1M13,657Trimmed
11BDF-GESTION$2.2M19,654Added
12RDA Financial Network$2.2M9,586Trimmed
13Agate Pass Investment Management, LLC$2.0M8,785Hold
14HARBOR INVESTMENT ADVISORY, LLC$1.7M7,613Added
15Apella Capital, LLC$1.4M6,033Added
16STABLEFORD CAPITAL II LLC$1.2M5,272Trimmed
17CX Institutional$1.2M5,219Added
18180 WEALTH ADVISORS, LLC$850,7543,748Trimmed
19Stonebridge Financial Group, LLC$800,5233,527Added
20CoreCap Advisors, LLC$757,4063,337Trimmed
21MassMutual Private Wealth & Trust, FSB$674,7822,973Trimmed
22Dogwood Wealth Management LLC$670,2422,953Trimmed
23Valeo Financial Advisors, LLC$615,2602,711Added
24Foster Group, Inc.$497,9852,194Added
25Cooper Financial Group$386,5581,703Added

Source: SEC Form 13F filings · as of 2026-06-30