WELLTOWER INC. WELL
CIK 0000766704 · CUSIP 95040Q104
Quarter-end disclosures, not live holdings.
Top 20 institutions
Weight means this stock's share of the manager's own portfolio.
| # | Manager | Value | Manager weight | Change vs prior | Source | |
|---|---|---|---|---|---|---|
| 01 | VANGUARD GROUP INC CIK 102909 · View history | $9.84B 94,377,394 shares | 0.19% | +5.19M(+5.8%)Added | SEC filing ↗ Aug 13, 2024 | ▾ |
| 02 | BlackRock Inc. CIK 1364742 · View history | $6.15B 58,975,979 shares | 0.14% | -158.58K(-0.3%)Reduced | SEC filing ↗ Aug 13, 2024 | ▾ |
| 03 | COHEN & STEERS, INC. CIK 1284812 · View history | $4.06B 38,916,093 shares | 8.50% | -617.03K(-1.6%)Reduced | SEC filing ↗ Aug 13, 2024 | ▾ |
| 04 | Capital International Investors CIK 1562230 · View history | $3.75B 35,945,382 shares | 0.77% | +6.71M(+22.9%)Added | SEC filing ↗ Aug 13, 2024 | ▾ |
| 05 | STATE STREET CORP CIK 93751 · View history | $3.71B 35,613,042 shares | 0.16% | +2.06M(+6.2%)Added | SEC filing ↗ Aug 14, 2024 | ▾ |
| 06 | NORGES BANK CIK 1374170 · View history | $3.43B 32,912,525 shares | 0.51% | +5.70M(+21.0%)Added | SEC filing ↗ Aug 14, 2024 | ▾ |
| 07 | BANK OF AMERICA CORP /DE/ CIK 70858 · View history | $1.86B 17,850,017 shares | 0.18% | +1.65M(+10.2%)Added | SEC filing ↗ Aug 14, 2024 | ▾ |
| 08 | WELLINGTON MANAGEMENT GROUP LLP CIK 902219 · View history | $1.76B 16,888,514 shares | 0.31% | +247.95K(+1.5%)Added | SEC filing ↗ Aug 14, 2024 | ▾ |
| 09 | GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history | $1.36B 13,090,925 shares | 0.12% | -690.08K(-5.0%)Reduced | SEC filing ↗ Aug 9, 2024 | ▾ |
| 10 | JPMORGAN CHASE & CO CIK 19617 · Amended · View history | $1.34B 12,825,588 shares | 0.12% | +6.12M(+91.2%)Added | SEC filing ↗ Dec 26, 2024 | ▾ |
| 11 | PRINCIPAL FINANCIAL GROUP INC CIK 1126328 · View history | $1.30B 12,439,176 shares | 0.77% | -19.45K(-0.2%)Reduced | SEC filing ↗ Jul 29, 2024 | ▾ |
| 12 | FMR LLC CIK 315066 · View history | $1.09B 10,450,719 shares | 0.07% | -1.04M(-9.0%)Reduced | SEC filing ↗ Aug 13, 2024 | ▾ |
| 13 | DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history | $814.68M 7,814,741 shares | 0.21% | +62.94K(+0.8%)Added | SEC filing ↗ Aug 9, 2024 | ▾ |
| 14 | MORGAN STANLEY CIK 895421 · Amended · View history | $767.90M 7,365,916 shares | 0.06% | -21.63K(-0.3%)Reduced | SEC filing ↗ May 14, 2025 | ▾ |
| 15 | Legal & General Group Plc CIK 764068 · Amended · View history | $764.24M 7,330,866 shares | 0.22% | -154.79K(-2.1%)Reduced | SEC filing ↗ May 29, 2025 | ▾ |
| 16 | Daiwa Securities Group Inc. CIK 1481045 · View history | $752.51M 7,218,284 shares | 4.00% | -719.59K(-9.1%)Reduced | SEC filing ↗ Aug 7, 2024 | ▾ |
| 17 | PRICE T ROWE ASSOCIATES INC /MD/ CIK 80255 · View history | $716.92M 6,876,954 shares | 0.09% | +177.27K(+2.6%)Added | SEC filing ↗ Aug 14, 2024 | ▾ |
| 18 | Invesco Ltd. CIK 914208 · View history | $716.81M 6,875,878 shares | 0.15% | -369.68K(-5.1%)Reduced | SEC filing ↗ Aug 13, 2024 | ▾ |
| 19 | Resolution Capital Ltd CIK 1612389 · View history | $710.84M 6,818,568 shares | 13.37% | -37.80K(-0.6%)Reduced | SEC filing ↗ Aug 14, 2024 | ▾ |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 884546 · Amended · View history | $627.57M 6,019,881 shares | 0.12% | +11.36K(+0.2%)Added | SEC filing ↗ Aug 12, 2024 | ▾ |
Showing 20 / 1,001 institutions. The complete set is available through the API.
Coverage & totals by quarter
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.
Explore all 1,001 reporting institutions.
This page includes 20 of 1,001 reporting institutions. Sign 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
+ 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 1,001 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.
MCP https://api.akkrudata.ai/mcp
get_institutional_security_holders
{"cusip":"95040Q104","quarter":"2024Q2","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 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.