Who owns Welltower Inc (WELL)?
476 US mutual funds and ETFs from 209 fund families reported a position in WELL for the quarter ending 2026-06-30. Against their own report a quarter earlier, 188 raised shares, 36 opened a new position, 194 cut and 18 sold out.
Largest fund families
| Fund family | Funds | Share of fund-held shares |
|---|---|---|
| Vanguard Index Funds | 4 | 30.1% |
| Ishares Trust | 14 | 11.2% |
| American Funds Fundamental Investors | 1 | 4.6% |
| Cohen & Steers Real Estate Securities Fund Inc | 1 | 4.0% |
| Cohen & Steers Institutional Realty Shares Inc | 1 | 3.8% |
| American Balanced Fund | 1 | 3.6% |
Tracked managers holding WELL
None of the managers Prior Moves tracks on 13F reports WELL in its latest filing.
Source: SEC Form N-PORT, which funds file about 60 days after quarter end, and the latest 13F filings. Share counts, not trades: a change can reflect fund inflows or outflows rather than a decision about WELL. A record of holdings, not a forecast and not investment advice. See all owner pages or the forecast board for the names our model ranks.
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