WELL — WELLTOWER INC

Real Estate · REIT - Healthcare

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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
Strong distribution · 0 buying vs 1 selling last quarter
8
Macro Tailwind
Macro conditions are mixed for this sector
48
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, 0 bought and 1 sold (0% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 48/100 in a Overheat regime). 2 congressional purchases, 0 sales disclosed in the last 6 months.

Supporting evidence
  • +4 tracked investors reported holding WELL at their latest filing
  • +2 congressional purchases disclosed in the last 6 months
Contradicting evidence — always shown
  • 1 tracked investor reduced or exited last quarter (0 reduced, 1 sold out)
  • 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 9/18/2026.

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 3 new positions, 1 increased, 0 reduced, and 3 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in WELL

57
/100
Mixed Activity
Added / Increased4
Reduced0
Exited3
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
Multi-Strategy / Quant
99% of tracked value
Institutions
4
tracked investors
Total Reported
$367.1M
combined 13F value
Types2
  • Multi-Strategy / Quant99.4%
  • Macro0.6%
Multi-Strategy / Quant(3)
99.4%
Macro(1)
0.6%

Tracked investors currently reporting WELL

1 tracked investor has since exited this position — listed separately below.

  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    1.1M
    Value
    $238.3M
    % Portfolio
    0.03%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    554K
    Value
    $125.7M
    % Portfolio
    0.05%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    10.2K
    Value
    $2.3M
    % Portfolio
    0.00%
  • Steve CohenJun 30, 2026
    Point72 Asset Management
    Shares
    3K
    Value
    $680.9K
    % Portfolio
    0.00%

Previously held WELL

These investors reported WELL in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Ray DalioBridgewater Associates142.2K$12.8MDec 31, 2023

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 3 new positions, 1 increased, 0 reduced, and 3 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.
WELL (WELLTOWER INC) — Institutional Holders & 13F History — InvestorLens