WELLNYSEReal Estate Investment TrustsFiscal year ends December 31
WELLTOWER INC.
Financials through Q1 FY2026, quarter ended Mar 31, 2026Last filing: 10-Q on Jul 28, 2026
$233.51−1.34 (-0.57%)
Close on Oct 19, 2026
- Market cap
- $169.59B
- P/E (TTM)
- 115.6
- Dividend yield
- 1.21%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
98.3%
709M of 721M shares
Institutional holders
1,592
205 new, 82 sold out
Net institutional buying
35M
In Q2 2026
Insider trades, 12 months
4 buys · 0 sales
Net bought $2.41M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 61,659,473 | 9.50% | 13G (passive) amendment | Mar 31, 2025 |
| Vanguard Capital Management | 52,720,335 | 7.55% | 13G (passive) | Mar 31, 2026 |
| Vanguard Portfolio Management | 41,946,928 | 6.01% | 13G (passive) | Mar 31, 2026 |
| Capital International Investors | 37,318,686 | 6.10% | 13G (passive) | Sep 30, 2024 |
| State Street Corporation | – | 6.42% | 13G (passive) amendment | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of WELL | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 78,049,214 | 10.83% | $17.71B | +4,045,458 | 0.26% |
| Vanguard Capital Management LLC | 46,118,974 | 6.40% | $10.47B | +766,540 | 0.22% |
| Vanguard Portfolio Management LLC | 43,449,568 | 6.03% | $9.86B | +1,586,519 | 0.44% |
| State Street Corp | 42,138,810 | 5.85% | $9.56B | +578,033 | 0.28% |
| Capital International Investors | 39,500,055 | 5.48% | $8.97B | +3,682,689 | 1.85% |
| Cohen & Steers, Inc. | 36,821,274 | 5.11% | $8.36M | +975,997 | 13.22% |
| Capital World Investors | 20,028,842 | 2.78% | $4.55B | +7,306,513 | 0.54% |
| Bank Of America Corp /De/ | 19,496,361 | 2.71% | $4.43B | −2,254,140 | 0.29% |
| FMR LLC | 19,451,466 | 2.70% | $4.41B | −2,724,517 | 0.19% |
| Price T Rowe Associates Inc /Md/ | 18,490,213 | 2.57% | $4.20M | +1,274,395 | 0.42% |
| Norges Bank | 18,146,984 | 2.52% | $4.12B | New | 0.41% |
| Geode Capital Management, LLC | 17,685,516 | 2.45% | $4.00B | −82,373 | 0.21% |
| Wellington Management Group Llp | 15,179,324 | 2.11% | $3.45B | −1,770,752 | 0.59% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 10,624,243 | 1.47% | $2.41B | +1,855,321 | 1.85% |
| Principal Financial Group Inc | 9,814,621 | 1.36% | $2.23B | +207,966 | 1.09% |
| Morgan Stanley | 9,762,078 | 1.35% | $2.22B | +715,471 | 0.12% |
| Charles Schwab Investment Management Inc | 9,394,281 | 1.30% | $2.13B | +564,842 | 0.28% |
| Northern Trust Corp | 9,292,543 | 1.29% | $2.11B | +292,726 | 0.25% |
| JPMorgan Chase & Co | 8,588,951 | 1.19% | $1.96B | −77,729 | 0.11% |
| Dimensional Fund Advisors LP | 8,479,319 | 1.18% | $1.92B | +134,297 | 0.35% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,592 | 709M | 98.3% | 205 / 671 | 480 / 82 | 58M | 23M |
| Q1 2026 | 1,492 | 675M | 93.6% | 176 / 666 | 444 / 104 | 146M | 58M |
| Q4 2025 | 1,435 | 679M | 94.3% | 211 / 606 | 413 / 84 | 75M | 27M |
| Q3 2025 | 1,335 | 633M | 87.8% | 173 / 589 | 356 / 84 | 44M | 59M |
| Q2 2025 | 1,266 | 648M | 90.0% | 130 / 591 | 361 / 81 | 34M | 24M |
| Q1 2025 | 1,235 | 638M | 88.6% | 191 / 529 | 339 / 66 | 48M | 24M |
| Q4 2024 | 1,128 | 619M | 85.9% | 160 / 461 | 323 / 78 | 33M | 30M |
| Q3 2024 | 1,062 | 617M | 85.6% | 137 / 405 | 355 / 62 | 97M | 18M |
| Q2 2024 | 1,000 | 598M | 83.0% | 124 / 438 | 287 / 69 | 52M | 36M |
| Q1 2024 | 961 | 584M | 81.1% | 96 / 390 | 316 / 61 | 49M | 15M |
| Q4 2023 | 934 | 550M | 76.3% | 160 / 370 | 260 / 45 | 58M | 21M |
| Q3 2023 | 827 | 514M | 71.3% | 69 / 333 | 257 / 47 | 33M | 11M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of WELL | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Real Estate Index Fund | 26,538,721 | 3.68% | $6.22B | 8.51% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 22,409,932 | 3.11% | $5.09B | 0.22% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 18,294,644 | 2.54% | $4.15B | 0.25% | Jun 30, 2026 |
| Washington Mutual Investors Fund | 16,498,558 | 2.29% | $3.87B | 1.77% | Jul 31, 2026 |
| iShares Core S&P 500 ETF | 9,709,647 | 1.35% | $2.20B | 0.25% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 8,929,163 | 1.24% | $1.83B | 0.22% | May 31, 2026 |
| Vanguard Growth Index Fund | 7,663,324 | 1.06% | $1.74B | 0.46% | Jun 30, 2026 |
| American Funds Fundamental Investors | 7,552,712 | 1.05% | $1.71B | 0.95% | Jun 30, 2026 |
| Growth Fund of America | 7,264,924 | 1.01% | $1.49B | 0.41% | May 31, 2026 |
| Cohen & Steers Real Estate Securities Fund | 6,511,672 | 0.90% | $1.48B | 15.45% | Jun 30, 2026 |
| Cohen & Steers Institutional Realty Shares | 6,205,526 | 0.86% | $1.41B | 15.74% | Jun 30, 2026 |
| American Balanced Fund | 5,840,924 | 0.81% | $1.33B | 0.46% | Jun 30, 2026 |
| Cohen & Steers Realty Shares | 5,655,942 | 0.78% | $1.28B | 15.73% | Jun 30, 2026 |
| New Perspective Fund | 5,339,241 | 0.74% | $1.21B | 0.71% | Jun 30, 2026 |
| Vanguard Real Estate Ii Index Fund | 4,703,726 | 0.65% | $1.10B | 10.06% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Shankh Mitra | CEO, Director | 72,704 | 0.01% | Jun 29, 2026 |
| Timothy McHugh | Co-President and CFO | 23,435 | 0.00% | Sep 30, 2026 |
| Nikhil Chaudhri | Co-President and CIO | 449 | 0.00% | Feb 18, 2026 |
| John F. Burkart | Vice Chairman and COO | 1,644 | 0.00% | Feb 18, 2026 |
| Matthew Grant Mcqueen | Chief Legal Officer | 26,881 | 0.00% | Feb 18, 2026 |
| Joshua Fieweger | SVP, Chief Accounting Officer | 21,269 | 0.00% | Feb 18, 2026 |
| Andrew Gundlach | Director | 57,500 | 0.01% | Aug 27, 2026 |
| Dennis G. Lopez | Director | 18,598 | 0.00% | Aug 24, 2026 |
| Kenneth J. Bacon | Director | 14,306 | 0.00% | May 5, 2026 |
| Johnese Spisso | Director | 16,057 | 0.00% | Feb 27, 2026 |
| Sergio Rivera | Director | 26,611 | 0.00% | Feb 27, 2026 |
| Kathryn M. Sullivan | Director | 6,599 | 0.00% | Feb 27, 2026 |
| Ade J. Patton | Director | 8,241 | 0.00% | Feb 27, 2026 |
| Karen B. DeSalvo | Director | 12,370 | 0.00% | Feb 27, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Andrew Gundlach Director | Aug 26, 2026 | Buy | +2,500 | $242.06 | $605.15K | 30,000 |
| Andrew Gundlach Director | Aug 26, 2026 | Buy | +2,500 | $242.06 | $605.15K | 27,500 |
| Andrew Gundlach Director | Aug 25, 2026 | Buy | +2,500 | $239.47 | $598.68K | 22,500 |
| Andrew Gundlach Director | Aug 25, 2026 | Buy | +2,500 | $239.47 | $598.68K | 25,000 |
| Dennis G. Lopez Director | Aug 20, 2026 | Award | +73 | $237.40 | $17.33K | 18,598 |
| Shankh Mitra CEO, Director | Jun 26, 2026 | Gift | −3,852 | – | – | 72,642 |
| Shankh Mitra CEO, Director | May 31, 2026 | Award | +17 | $173.32 | $2.95K | 76,494 |
| Timothy McHugh Co-President and CFO | May 29, 2026 | Award | +11 | $173.32 | $1.91K | 23,409 |
| Shankh Mitra CEO, Director | May 27, 2026 | Gift | −162 | – | – | 76,477 |
| Dennis G. Lopez Director | May 21, 2026 | Award | +63 | $216.01 | $13.61K | 18,525 |
| Kenneth J. Bacon Director | May 1, 2026 | Conversion | +2,627 | – | – | 14,306 |
| Sergio Rivera Director | Feb 26, 2026 | Award | +1,056 | – | – | 26,611 |
| Johnese Spisso Director | Feb 26, 2026 | Award | +1,056 | – | – | 16,057 |
| Karen B. DeSalvo Director | Feb 26, 2026 | Award | +1,056 | – | – | 12,370 |
| Dennis G. Lopez Director | Feb 26, 2026 | Award | +1,787 | – | – | 18,462 |
| Matthew Grant Mcqueen Chief Legal Officer | Feb 13, 2026 | Gift | −541 | – | – | 26,881 |
| Joshua Fieweger SVP, Chief Accounting Officer | Jan 15, 2026 | Tax withholding | −124 | $188.18 | $23.33K | 21,269 |
| Dennis G. Lopez Director | Dec 31, 2025 | Award | +57 | – | – | 16,675 |
| Timothy McHugh Co-President and CFO | Dec 16, 2025 | Gift | −500 | – | – | 23,398 |
| Shankh Mitra CEO, Director | Nov 28, 2025 | Award | +64 | $131.94 | $8.44K | 77,339 |
| John F. Burkart Vice Chairman and COO | Nov 28, 2025 | Award | +39 | $131.94 | $5.15K | 1,644 |
| Nikhil Chaudhri Co-President and CIO | Nov 28, 2025 | Award | +31 | $131.94 | $4.09K | 449 |
| Matthew Grant Mcqueen Chief Legal Officer | Nov 28, 2025 | Award | +71 | $131.94 | $9.37K | 27,422 |
| Joshua Fieweger SVP, Chief Accounting Officer | Nov 28, 2025 | Award | −53 | $131.94 | $6.99K | 21,393 |
| Timothy McHugh Co-President and CFO | Nov 28, 2025 | Award | +53 | $131.94 | $6.99K | 23,898 |
| Dennis G. Lopez Director | Nov 20, 2025 | Award | +62 | $197.58 | $12.25K | 16,618 |
| Dennis G. Lopez Director | Aug 21, 2025 | Award | +73 | $166.94 | $12.19K | 16,556 |
| Andrew Gundlach Director | Jun 30, 2025 | Buy | +10,000 | $151.46 | $1.51M | 10,000 |
| Andrew Gundlach Director | Jun 30, 2025 | Buy | +10,000 | $151.46 | $1.51M | 20,000 |
| Shankh Mitra CEO, Director | Jun 17, 2025 | Gift | −495 | – | – | 77,275 |
| Joshua Fieweger SVP, Chief Accounting Officer | May 30, 2025 | Award | +124 | $113.93 | $14.13K | 21,340 |
| Matthew Grant Mcqueen Chief Legal Officer | May 30, 2025 | Award | +81 | $113.93 | $9.23K | 27,351 |
| John F. Burkart Vice Chairman and COO | May 30, 2025 | Award | +141 | $113.93 | $16.06K | 1,605 |
| Timothy McHugh Co-President and CFO | May 30, 2025 | Award | +61 | $113.93 | $6.95K | 23,845 |
| Nikhil Chaudhri Co-President and CIO | May 30, 2025 | Award | +150 | $113.93 | $17.09K | 418 |
| Shankh Mitra CEO, Director | May 30, 2025 | Award | +112 | $113.93 | $12.76K | 77,770 |
| Dennis G. Lopez Director | May 22, 2025 | Award | +108 | $146.90 | $15.87K | 16,483 |
| Shankh Mitra CEO, Director | Apr 30, 2025 | Gift | −700 | – | – | 76,639 |
| Dennis G. Lopez Director | Mar 6, 2025 | Award | +91 | $148.97 | $13.56K | 16,375 |
| Karen B. DeSalvo Director | Feb 28, 2025 | Award | +1,434 | – | – | 15,314 |
| Sergio Rivera Director | Feb 28, 2025 | Award | +1,434 | – | – | 25,555 |
| Dennis G. Lopez Director | Feb 28, 2025 | Award | +2,427 | – | – | 16,284 |
| Johnese Spisso Director | Feb 28, 2025 | Award | +1,434 | – | – | 15,001 |
| Karen B. DeSalvo Director | Feb 28, 2025 | Award | +1,434 | – | – | 159,314 |
| Joshua Fieweger SVP, Chief Accounting Officer | Feb 18, 2025 | Tax withholding | −3,809 | $149.71 | $570.25K | 21,216 |
| Joshua Fieweger SVP, Chief Accounting Officer | Feb 18, 2025 | Option exercise | +9,248 | $149.71 | $1.38M | 25,025 |
| Joshua Fieweger SVP, Chief Accounting Officer | Jan 15, 2025 | Tax withholding | −204 | $126.59 | $25.82K | 15,777 |
| Kenneth J. Bacon Director | Dec 9, 2024 | Sale | −2,200 | $130.19 | $286.42K | 12,379 |
| Kenneth J. Bacon Director | Dec 9, 2024 | Gift | −700 | – | – | 11,679 |
| Matthew Grant Mcqueen EVP, Gen.Counsel & Secretary | Nov 29, 2024 | Award | +72 | $104.06 | $7.49K | 27,270 |
| Joshua Fieweger SVP, Chief Accounting Officer | Nov 29, 2024 | Award | +85 | $104.06 | $8.85K | 15,981 |
| John F. Burkart EVP-Chief Operating Officer | Nov 29, 2024 | Award | +119 | $104.06 | $12.38K | 1,464 |
| Timothy McHugh EVP - Chief Financial Officer | Nov 29, 2024 | Award | +78 | $104.06 | $8.12K | 23,784 |
| Shankh Mitra CEO, Director | Nov 29, 2024 | Award | +105 | $104.06 | $10.93K | 77,658 |
| Nikhil Chaudhri EVP - Chief Investment Officer | Nov 29, 2024 | Award | +65 | $104.06 | $6.76K | 268 |
| Dennis G. Lopez Director | Nov 21, 2024 | Award | +88 | $137.91 | $12.14K | 13,857 |
| Dennis G. Lopez Director | Sep 30, 2024 | Award | +273 | $128.03 | $34.95K | 13,689 |
| Dennis G. Lopez Director | Aug 21, 2024 | Award | +88 | $116.33 | $10.24K | 13,416 |
| Shankh Mitra CEO & Director | Jun 24, 2024 | Gift | −244 | – | – | 77,396 |
| Kenneth J. Bacon Director | Jun 4, 2024 | Sale | −1,800 | $103.91 | $187.04K | 14,579 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Karen B. DeSalvo Director | Apr 30, 2025 | 4,000 | $605.41K | Apr 30, 2025 | Restricted Stock Vesting |
| J. Bacon Kenneth Director | Dec 9, 2024 | 2,200 | $289.01K | Dec 9, 2024 | Acquired as compensation -- Restricted Stock Units |
| Kenneth J. Bacon Director | Jun 4, 2024 | 1,800 | $187.04K | Jun 4, 2024 | Restricted Stock Vesting |
| Ayesha Menon Former Officer | Feb 15, 2024 | 8,162 | $766.37K | Feb 15, 2024 | ESPP Purchase |