Updated
WelltowerWELL · Real Estate
$245.01-0.17%
Market cap$179.3B
IndustryREIT - Healthcare Facilities
Welltower (WELL) Superinvestor holders
22 of the superinvestors we track hold Welltower (WELL) in their latest 13F filings, $2.1B in total.
Summary
The largest holder is WCM Investment Management, with $762M, 1.4% of the portfolio.
In their latest quarter: 3 opened a new position, 9 added, 9 trimmed.
Who holds it
Each investor's latest 13F filing, largest stake first. What a 13F shows.
| Investor | Last change | Shares | Value | % of portfolio | Filed for |
|---|---|---|---|---|---|
| WCM Investment Management | Added | 3,346,803 | $762M | 1.4% | Q2 2026 |
| Ron Baron Baron Capital (BAMCO) |
Trimmed | 1,232,060 | $280M | 0.4% | Q2 2026 |
| Brandon Haley Holocene Advisors |
Added | 958,107 | $217M | 0.5% | Q2 2026 |
| David Shaw D. E. Shaw & Co. |
Trimmed | 928,983 | $211M | 0.1% | Q2 2026 |
| Paul Marshall Marshall Wace |
Trimmed | 491,600 | $112M | 0.1% | Q2 2026 |
| Alger Fred Alger Management |
Trimmed | 485,020 | $110M | 0.4% | Q2 2026 |
| Cliff Asness AQR Capital Management |
Added | 467,445 | $106M | 0.0% | Q2 2026 |
| PRIMECAP Management PRIMECAP Management Co |
Added | 385,509 | $87M | 0.1% | Q2 2026 |
| Ensign Peak Ensign Peak Advisors |
Added | 329,234 | $75M | 0.1% | Q2 2026 |
| David Vogel Voloridge Investment Management |
Added | 226,041 | $51M | 0.2% | Q2 2026 |
| Joel Greenblatt Gotham Asset Management |
Trimmed | 207,523 | $47M | 0.1% | Q2 2026 |
| Louis Bacon Moore Capital Management |
New position | 90,277 | $20M | 0.5% | Q2 2026 |
| Arrowstreet Capital | New position | 78,081 | $18M | 0.0% | Q2 2026 |
| Man Group Man Group plc |
Trimmed | 56,674 | $13M | 0.0% | Q2 2026 |
| Hersh Cohen ClearBridge Investments |
New position | 40,305 | $9M | 0.0% | Q2 2026 |
| Two Sigma Two Sigma Investments |
Trimmed | 33,799 | $8M | 0.0% | Q2 2026 |
| Mark Kingdon Kingdon Capital Management |
Trimmed | 25,000 | $6M | 0.8% | Q2 2026 |
| Mario Gabelli GAMCO Investors |
Held | 24,173 | $5M | 0.0% | Q2 2026 |
| Ken Fisher Fisher Investments |
Added | 2,445 | $562,995 | 0.0% | Q3 2026 |
| Tom Steyer Farallon Capital Management LLC |
Trimmed | 1,000 | $226,970 | 0.0% | Q2 2026 |
| Aziz Hamzaogullari Loomis Sayles & Co |
Added | 346 | $78,532 | 0.0% | Q2 2026 |
| Acadian Acadian Asset Management |
Added | 224 | $51,000 | 0.0% | Q3 2026 |
Holders by quarter
| Quarter | Superinvestors holding it |
|---|---|
| Q2 2026 | 22 |
| Q1 2026 | 19 |
| Q4 2025 | 22 |
| Q3 2025 | 19 |
| Q2 2025 | 20 |
| Q1 2025 | 16 |
| Q4 2024 | 14 |
| Q3 2024 | 17 |
Questions about Welltower
Which superinvestors own Welltower?
22 of the superinvestors we track hold Welltower (WELL) in their latest 13F filings, $2.1B in total. WCM Investment Management, Ron Baron, Brandon Haley, David Shaw, Paul Marshall, Alger.
Who is the largest superinvestor holder of WELL?
The largest holder is WCM Investment Management, with $762M, 1.4% of the portfolio.
From Welltower's annual reports filed with the SEC (XBRL data), standardised by Investingly. Information only, not investment advice.