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WELLTOWER INC (WELL)

Name: WELLTOWER INC (WELL) — Institutional ownership, SEC filings and insider activity
Creator: Sightfile
License: https://www.sec.gov/privacy#dissemination

Institutional ownership, SEC filings and insider activity

Sector: Financials · SEC CIK 0000766704 · EDGAR filings · Updated 2026-07-28

WELLTOWER INC (WELL) has reported institutional ownership of 93.5%, with 1,469 institutional managers holding positions valued at $133.1B per the latest 13F reporting period. SEC filings include an active substantial-doubt (going concern) disclosure per the filings. The company has 4 bond series in the registry.

Institutional ownership

93.5%

Institutional managers

1,469

Reported 13F value

$133.1B

Insider activity

27 trans.

$2.42M net buying

Data flags

1 active

from SEC filings

Filings this week (5)

2026-07-28 — Current report (8-K) filed
2026-07-28 — Prospectus supplement (424B7) filed
2026-07-28 — Prospectus supplement (424B5) filed
2026-07-28 — Quarterly report (10-Q) filed
2026-07-27 — Current report (8-K) filed

Every filing links to the official SEC document. Real-time filing alerts for this company are available inside the app.

Latest updates

2026-07-13 — Current report (8-K) filed
2026-07-08 — Prospectus supplement (424B5) filed
2026-07-06 — FWP filed
2026-07-06 — Prospectus supplement (424B5) filed
2026-06-29 — Insider transaction reported (Form 4)
2026-06-01 — Current report (8-K) filed
2026-05-27 — Insider transaction reported (Form 4)
2026-05-26 — Insider transaction reported (Form 4)

Institutional ownership overview

According to SEC 13F filings tracked by Sightfile, WELLTOWER INC has 1,469 institutional holders and institutional ownership of 93.5%.

#	Institution	Reported value	% of tracked total
1	BlackRock, Inc.	$14.6B	11.0%
2	VANGUARD CAPITAL MANAGEMENT LLC	$8.97B	6.7%
3	VANGUARD PORTFOLIO MANAGEMENT LLC	$8.28B	6.2%
4	STATE STREET CORP	$8.22B	6.2%
5	COHEN & STEERS, INC.	$7.09B	5.3%
6	Capital International Investors	$7.08B	5.3%
7	FMR LLC	$4.38B	3.3%
8	BANK OF AMERICA CORP /DE/	$4.30B	3.2%
9	GEODE CAPITAL MANAGEMENT, LLC	$3.51B	2.6%
10	PRICE T ROWE ASSOCIATES INC /MD/	$3.40B	2.6%

Full holder history and quarter-over-quarter changes are available inside the app.

Insider activity

Insiders reported 27 transactions (2 buys, 1 sells) across 11 reporting insiders, with a net reported value of $2.42M.

Data flags from SEC filings

Active substantial-doubt (going concern) disclosure per the filings, most recently filed 2023-02-21 (recurring since 2020-10-29) — source filing. The authoritative details are those stated in the filing itself.

Debt profile

4 active bond series in the registry, coupons ranging 3.85%–5.12%, maturities through 2035, built from the company's own prospectus filings.

Debt maturity schedule

Principal coming due by year for WELLTOWER INC, from the company's own SEC prospectus filings (424B) tracked by Sightfile.

Year	Bond series maturing	Known principal due
2030	1	—
2031	1	$750.0M
2033	1	$400.0M
2035	1	—

Coupons, seniority and prospectus links for each series are available inside the app.

Fails-to-deliver

The SEC's fails-to-deliver file for 2026-06-30 reports 8 failed-to-deliver shares ($12.3M) for WELL — an official data point published by the SEC, shown as reported.

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See full history, cross-references and alerts on Sightfile

Sightfile provides information only — not investment advice, recommendations, or an assessment of any security. Data is derived from official public sources (SEC EDGAR and U.S. government agencies), may contain errors or delays, and should be verified against the source filing before relying on it.
Data sources: SEC EDGAR (filings, 13F, FTD), aggregated by Sightfile. Page updated 2026-07-28.