Follow-The-Filings

Security · featured owners

WELL Welltower Inc.

Real Estate COM Equity as of 2026 Q2 among managers we track

  • 3 Owners
  • Max 0.4%
  • $280M
  • 2 reduce

WELL (Welltower Inc.) is held in 3 featured 13F books as of 2026 Q2. Ron Baron - Bamco Inc. (Baron Capital) is the largest tracked holder by portfolio weight (0.42%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 0.4% (Ron Baron - Bamco Inc. (Baron Capital)) · not free-float ownership

  1. Ron Baron reduce 0.42%
  2. Kentucky Trust Co. 0.01%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 0.42% Reduce −8.4% 1,232,060 $280M history
Farallon Capital Management 2026 Q2 <0.01% Reduce −99.5% 1,000 $227K history
Kentucky Trust Co. - Kentucky Trust 2026 Q2 0.01% Hold 97 $22K history

3 current · options excluded

SEC filings

Recent issuer filings from EDGAR · 19 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
10-Q Filing Doc
424B5 Filing Doc
424B7 Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
424B5 Filing Doc
424B5 Filing Doc
8-K 7.01,9.01 Filing Doc
8-K 5.07 Filing Doc
10-Q Filing Doc
424B5 Filing Doc
424B7 Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 2.02,9.01 Filing Doc
DEFA14A Filing Doc
8-K 1.01,9.01 Filing Doc
10-K Filing Doc
8-K 2.02,9.01 Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 9 rows shown

Filed Form Detail Links
4 Period Aug 25, 2026 Filing Doc
4 Period Aug 20, 2026 Filing Doc
4 Period May 31, 2026 Filing Doc
4 Period May 27, 2026 Filing Doc
4 Period May 21, 2026 Filing Doc
4 Period May 1, 2026 Filing Doc
4 Period Apr 30, 2026 Filing Doc
4 Period Feb 26, 2026 · 8 forms Filing Doc
4 Period Feb 13, 2026 · 6 forms Filing Doc

Updated 13 days ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $4.75B $6.03B $8.45B
Gross profit * $0.806B $1.2B $1.96B
Gross margin * 17.0% 19.9% 23.2%

Balance sheet

Metric FY2023 FY2024 FY2025
Total assets $44.01B $51.04B $67.3B
Total equity $25.4B $31.96B $42.13B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $1.6B $2.26B $2.88B
Cash from investing -$5.71B -$5.51B -$10.51B
Cash from financing $5.45B $4.91B $9B
Net change in cash $1.35B $1.64B $1.5B

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders