WELL — WELLTOWER INC

Real Estate · REIT - Healthcare

Sign in to save4 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying WELL?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
95
Institutional Conviction
Net accumulation · 1 buying vs 0 selling last quarter
66
Macro Tailwind
Macro conditions are a headwind for Real Estate
44
Congressional Activity
2 congressional purchases, 0 sales disclosed in the last 6 months
Why? — Evidence & Confidence ▾

Of 1 tracked investors who changed their WELL position last quarter, 1 bought and 0 sold (100% buy-side). Macro conditions are a headwind for Real Estate (Macro Tailwind 44/100 in a Squeeze regime). 2 congressional purchases, 0 sales disclosed in the last 6 months.

Supporting evidence
  • +1 tracked investor added or increased positions last quarter (Izzy Englander)
  • +4 tracked investors reported holding WELL at their latest filing
  • +2 congressional purchases disclosed in the last 6 months
Contradicting evidence — always shown
  • Current Squeeze regime has historically been a headwind for Real Estate (Macro Tailwind 44/100)
  • 13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 8/4/2026.

About WELLTOWER INC (WELL)

WELLTOWER INC (WELL) appears in the most recent 13F filings of 4 tracked institutional investors. WELLTOWER INC is classified in the Real Estate sector (REIT - Healthcare industry). The largest disclosed position is held by Ken Griffin (Citadel Advisors), valued at $368M. Across recent filings, tracked investors recorded 1 new positions, 0 increased, 0 reduced, and 0 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in WELL

100
/100
Strong Institutional Accumulation
Added / Increased1
Reduced0
Exited0
BearishBullish
Crowded Trade Score™

How many top investors track WELL

27
/100
Emerging Interest
4investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

WELL Ownership Composition

How WELLTOWER INC is held across tracked investor types, based on reported 13F positions.

Dominant Type
Other
100% of tracked value
Institutions
4
tracked investors
Total Reported
$457.7M
combined 13F value
Sectors2
  • Other100.0%
  • Hedge Funds0.0%
Other(3)
100.0%
Hedge Funds(1)
0.0%

Tracked investors reporting WELL

  • Ken GriffinMar 31, 2026
    Citadel Advisors
    Shares
    1.9M
    Value
    $367.9M
    % Portfolio
    0.06%
  • Izzy EnglanderMar 31, 2026
    Millennium Management
    Shares
    426.3K
    Value
    $84.3M
    % Portfolio
    0.04%
  • Paul Tudor JonesMar 31, 2026
    Tudor Investment Corp
    Shares
    26.6K
    Value
    $5.3M
    % Portfolio
    0.01%
  • Steve CohenMar 31, 2026
    Point72 Asset Management
    Shares
    1.1K
    Value
    $217.5K
    % Portfolio
    0.00%

Recent activity

Frequently asked questions

How many institutional investors hold WELL?
4 tracked institutional investors disclosed a position in WELL (WELLTOWER INC) in their most recent 13F filing.
Who is the largest institutional holder of WELL?
Ken Griffin, Citadel Advisors, holds the largest disclosed position in WELL, valued at $368M.
Did institutional ownership of WELL increase or decrease?
Across recent 13F filings, tracked investors recorded 1 new positions, 0 increased, 0 reduced, and 0 fully exited WELL.
What sector is WELL in?
WELLTOWER INC is classified in the Real Estate GICS sector, REIT - Healthcare industry.
Where does this WELL ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.