Company · Ownership research

WELLTOWER INC. WELL

CIK 0000766704 · CUSIP 95040Q104

Insider trading Initial holdings Institutional holders

Quarter-end disclosures, not live holdings.

Several CUSIPs are reported for this company; this page shows CUSIP 95040Q104 (WELL), not CUSIP 95040Q904 (WELL), CUSIP 95040Q954 (WELL), CUSIP 42217K106 (WELL), CUSIP 94974N102 (WELL), and does not merge CUSIPs.

This page lists the top 20 of 904 rows by value; the complete set is available through the API.

Some filings reported values in thousands; those figures were scaled ×1,000 to dollars.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$4.43B 19,029,103 shares	0.23%	+1.34M(+7.60%)Added	SEC filing ↗ Nov 6, 2026	▾
02	PRINCIPAL FINANCIAL GROUP INC CIK 1126328 · View history	$1.98B 8,597,538 shares	1.02%	-1.22M(-12.40%)Reduced	SEC filing ↗ Nov 2, 2026	▾
03	DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history	$1.88B 8,149,666 shares	0.34%	-329.65K(-3.90%)Reduced	SEC filing ↗ Nov 4, 2026	▾
04	DEUTSCHE BANK AG\ CIK 948046 · View history	$1.34B 5,830,338 shares	0.37%	+854.52K(+17.20%)Added	SEC filing ↗ Nov 6, 2026	▾
05	Bank of New York Mellon Corp CIK 1390777 · View history	$970.50M 4,215,148 shares	0.16%	+164.47K(+4.10%)Added	SEC filing ↗ Nov 5, 2026	▾
06	Amundi CIK 1330387 · View history	$925.43M 4,019,421 shares	0.19%	-1.32M(-24.70%)Reduced	SEC filing ↗ Nov 6, 2026	▾
07	Daiwa Securities Group Inc. CIK 1481045 · View history	$853.79M 3,708,257 shares	1.84%	-368.46K(-9.00%)Reduced	SEC filing ↗ Oct 29, 2026	▾
08	Sumitomo Mitsui Trust Group, Inc. CIK 1475365 · View history	$682.57M 2,964,611 shares	0.39%	-186.15K(-5.90%)Reduced	SEC filing ↗ Oct 29, 2026	▾
09	DUFF & PHELPS INVESTMENT MANAGEMENT CO CIK 765443 · View history	$652.57M 2,834,321 shares	6.73%	-190.40K(-6.30%)Reduced	SEC filing ↗ Nov 6, 2026	▾
10	Russell Investments Group, Ltd. CIK 1692234 · View history	$634.48M 2,754,943 shares	0.50%	-98.56K(-3.50%)Reduced	SEC filing ↗ Nov 6, 2026	▾
11	Mitsubishi UFJ Asset Management Co., Ltd. CIK 1466546 · View history	$581.48M 2,525,544 shares	0.30%	+191.14K(+8.20%)Added	SEC filing ↗ Nov 5, 2026	▾
12	Asset Management One Co., Ltd. CIK 1068855 · View history	$314.90M 1,367,690 shares	0.79%	+41.30K(+3.10%)Added	SEC filing ↗ Oct 27, 2026	▾
13	CITIGROUP INC CIK 831001 · View history	$282.24M 1,225,852 shares	0.13%	-71.09K(-5.50%)Reduced	SEC filing ↗ Nov 4, 2026	▾
14	BARCLAYS PLC CIK 312069 · View history	$279.62M 1,214,461 shares	0.09%	+194.21K(+19.00%)Added	SEC filing ↗ Nov 6, 2026	▾
15	AGF MANAGEMENT LTD CIK 1003518 · View history	$269.45M 1,170,316 shares	1.10%	+1.12M(+2,186.00%)Added	SEC filing ↗ Nov 3, 2026	▾
16	AEW CAPITAL MANAGEMENT INC CIK 1042008 · View history	$267.98M 1,163,903 shares	17.19%	—	SEC filing ↗ Nov 5, 2026	▾
17	AEW CAPITAL MANAGEMENT L P CIK 1046187 · View history	$267.98M 1,163,903 shares	17.19%	+10.00K(+0.90%)Added	SEC filing ↗ Nov 6, 2026	▾
18	Cardano Risk Management B.V. CIK 1619124 · View history	$263.31M 1,130,586 shares	1.45%	+60.77K(+5.70%)Added	SEC filing ↗ Oct 20, 2026	▾
19	Pictet Asset Management Holding SA CIK 1993888 · View history	$205.01M 890,406 shares	0.19%	-55.04K(-5.80%)Reduced	SEC filing ↗ Nov 3, 2026	▾
20	Alphinity Investment Management Pty Ltd CIK 1731012 · View history	$179.37M 779,040 shares	3.98%	-439.41K(-36.10%)Reduced	SEC filing ↗ Nov 2, 2026	▾

Showing 20 / 904 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

904

Cancelled or null records excluded

Disclosed shares

98,131,527

Not deduplicated across managers

Disclosed value

$22.61B

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

WELLTOWER INC. · Q3 2026

Explore all 904 reporting institutions.

This page includes 20 of 904 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

Download CSV
Earlier quarters
Advanced screening & filtering
API & AI access

Already have an account?

＋ New accounts get free API credits to explore data beyond ownership filings.

For AI agents & developers

The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 20 of 904 reporting institutions; totals use the complete disclosed data.

Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP / CLI.

MCP  https://api.akkrudata.ai/mcp

akkru_institutional_holdings
{"action":"holders","cusip":"95040Q104","quarter":"2026Q3","type":"positions","page_size":100}

Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.

MCP endpoint: https://api.akkrudata.ai/mcp
API / MCP / CLI documentation: /documents
llms.txt: /llms.txt

Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.