Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
1,438 institutional managers reported holding WELL for the quarter ended Mar 31, 2026. Together they hold about 92% of shares outstanding; the top 10 hold 52%. 165 opened new positions; 126 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| Vanguard Group | 94.76M | 13.05% | $18.74B | added +2.4% | 2015 Q4 |
| BlackRock | 74.00M | 10.19% | $14.64B | added +1.7% | 2015 Q3 |
| State Street | 41.56M | 5.72% | $8.22B | unchanged | 2015 Q4 |
| Cohen & Steers | 35.85M | 4.94% | $7.09B | added +7% | 2017 Q3 |
| Capital International Investors | 35.82M | 4.93% | $7.08B | trimmed -24.5% | 2022 Q4 |
| FMR (Fidelity) | 22.18M | 3.05% | $4.39B | added +6.5% | 2015 Q3 |
| Bank OF America CORP /DE/ | 21.75M | 3.00% | $4.30B | added +6.6% | 2015 Q3 |
| Geode Capital | 17.77M | 2.45% | $3.51B | added +4.5% | 2015 Q3 |
| T. Rowe Price | 17.22M | 2.37% | $3.40B | added +2.3% | 2015 Q3 |
| Wellington Management | 16.95M | 2.33% | $3.35B | trimmed -9.1% | 2021 Q1 |
| Capital Group (American Funds) | 12.72M | 1.75% | $2.52B | added +18.4% | 2025 Q2 |
| UBS | 10.64M | 1.46% | $2.10B | added +495.8% | 2015 Q3 |
| Principal Financial Group INC | 9.62M | 1.32% | $1.90B | trimmed -4.8% | 2015 Q4 |
| Morgan Stanley | 9.05M | 1.25% | $1.79B | trimmed -10.1% | 2015 Q3 |
| Northern Trust | 9.00M | 1.24% | $1.78B | unchanged | 2015 Q3 |
| Charles Schwab Investment Management | 8.83M | 1.22% | $1.75B | added +5% | 2015 Q3 |
| DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8.77M | 1.21% | $1.73B | trimmed -4.9% | 2024 Q1 |
| Dimensional Fund Advisors | 8.35M | 1.15% | $1.65B | added +0.7% | 2015 Q3 |
| Legal & General Group PLC | 7.24M | 1.00% | $1.43B | trimmed -0.9% | 2015 Q3 |
| Goldman Sachs | 6.73M | 0.93% | $1.33B | added +50.5% | 2015 Q3 |
| Invesco | 6.63M | 0.91% | $1.31B | trimmed -4.1% | 2015 Q3 |
| Capital Research Global Investors | 6.53M | 0.90% | $1.29B | added +2033.4% | 2024 Q2 |
| Nuveen | 5.44M | 0.75% | $1.08B | added +7.4% | 2015 Q3 |
| Centersquare Investment Management LLC | 5.24M | 0.72% | $1.04B | trimmed -5.4% | 2018 Q1 |
| Deutsche Bank AG\ | 5.14M | 0.71% | $1.02B | trimmed -10.3% | 2015 Q3 |
| Daiwa Securities Group INC. | 4.28M | 0.59% | $847.2M | trimmed -4.3% | 2015 Q3 |
| BNY Mellon | 3.97M | 0.55% | $785.6M | trimmed -1.4% | 2015 Q3 |
| Resolution Capital LTD (focused) | 3.61M | 0.50% | $713.1M | added +1% | 2021 Q1 |
| Ameriprise Financial INC | 3.56M | 0.49% | $704.1M | added +31.1% | 2015 Q3 |
| Amundi | 3.33M | 0.46% | $658.8M | trimmed -4.8% | 2015 Q3 |
| WCM Investment Management | 3.26M | 0.45% | $644.1M | trimmed -0.7% | 2025 Q2 |
| Hsbc Holdings PLC | 3.23M | 0.45% | $639.0M | added +11.8% | 2015 Q3 |
| Sumitomo Mitsui Trust Group, INC. | 3.18M | 0.44% | $628.5M | unchanged | 2015 Q3 |
| Prudential Financial INC | 3.04M | 0.42% | $600.4M | added +3.6% | 2015 Q3 |
| Cbre Investment Management Listed Real Assets LLC | 3.01M | 0.41% | $594.7M | trimmed -6.9% | 2015 Q3 |
| Russell Investments Group, LTD. | 2.87M | 0.40% | $567.5M | added +5.7% | 2016 Q4 |
| SEI Investments CO | 2.66M | 0.37% | $525.8M | added +10.3% | 2015 Q3 |
| Mitsubishi UFJ Asset Management CO., LTD. | 2.65M | 0.36% | $524.4M | added +7.7% | 2015 Q3 |
| Duff & Phelps Investment Management CO | 2.63M | 0.36% | $520.6M | added +0.9% | 2019 Q4 |
| BNP Paribas Financial Markets | 2.28M | 0.31% | $451.5M | added +7.5% | 2015 Q3 |
| APG Asset Management N.v. | 2.09M | 0.29% | $413.1M | added +3.3% | 2015 Q3 |
| D. E. Shaw | 2.08M | 0.29% | $411.2M | added +90.8% | 2015 Q3 |
| AllianceBernstein | 2.04M | 0.28% | $402.5M | added +55.4% | 2015 Q3 |
| Nordea Investment Management AB | 2.03M | 0.28% | $401.5M | added +5.1% | 2018 Q3 |
| CPP Investment Board | 2.03M | 0.28% | $400.9M | added +121.3% | 2015 Q3 |
| Swiss National Bank | 2.01M | 0.28% | $398.3M | added +9.9% | 2015 Q3 |
| National Pension Service | 1.95M | 0.27% | $386.2M | added +1.8% | 2015 Q3 |
| Pggm Investments | 1.75M | 0.24% | $346.4M | trimmed -14.1% | 2015 Q3 |
| Barclays PLC | 1.70M | 0.23% | $335.3M | added +2.7% | 2015 Q3 |
| Aberdeen Group plc | 1.69M | 0.23% | $333.4M | trimmed -2% | 2017 Q3 |
Largest 50 of 1,438 shown; the full ranked, searchable register is at boothcheck.com/holders/WELL. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.