Follow-The-Filings

Security

WELL

Welltower Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

16 owners 1 new 1 exit max 0.8% (Ron Baron - Bamco Inc. /N...)

grid → activity →
owners 16
max % 0.8%
tracked value $24.4B
qoq N 1 A 8 R 4 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Ron Baron - Bamco Inc. /NY/ (Baron Capital) 2026 Q1 0.8% Add +0.16 pp 1,344,941 $266M hist
Norges Bank 2025 Q4 stale 0.6% Exit -0.58 pp 29,450,268 $5.5B hist
Vanguard Group Inc. 2025 Q4 stale 0.3% Add +0.01 pp 92,421,471 $17.2B hist
D. E. Shaw & Co., Inc. 2026 Q1 0.3% Add +0.14 pp 2,079,154 $411M hist
Natixis Advisors, LLC 2026 Q1 0.2% Add +0.02 pp 843,869 $167M hist
Farallon Capital Management LLC 2026 Q1 0.2% Reduce -0.08 pp 200,000 $40M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.1% New 0.1% 675,946 $134M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.1% Add +0.02 pp 222,391 $44M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.1% Add +0.08 pp 475,776 $94M hist
Two Sigma Investments, LP 2025 Q4 stale 0.1% Exit -0.12 pp 449,129 $83M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.1% Add +0.05 pp 1,647,617 $326M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Reduce -0.01 pp 430,296 $84M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add +0.03 pp 413,769 $82M hist
Ancora Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 7,379 $1M hist
Kentucky Trust Co. 2026 Q2 stale 0.0% — 97 $22M hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% Reduce 0.00 pp 1,400 $277 hist
Renaissance Technologies LLC exited 2026 Q1 last 2025 Q4 0.1% Exit -0.05 pp 173,063 $32M hist

16 current · 1 exited last period · options excluded

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 * $806.03M $1.2B $1.96B
Gross margin * 17.0% 19.9% 23.2%
Net income — — —
Net margin — — —

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets — — —
Total non-current assets — — —
Total assets $44.01B $51.04B $67.3B
Total current liabilities — — —
Total non-current liabilities — — —
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