WELL · Insider trading · 13F holders · Congress trades
Welltower Inc. (WELL)
Who is buying and selling WELL: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 232
- Insider buys, 90 days
- $2.4M
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 3
WELL at a glance
- Between Aug 1, 2026 and Oct 29, 2026, 1 WELL insider filed 1 open-market purchase worth $2.4M on SEC Form 4.
- 232 13F filers hold WELL among their 50 largest positions, worth $73.0B combined, including Mark Kingdon. The biggest bets by portfolio weight are Aew Capital Management L P (15.7%), Adelante Capital Management LLC (14.5%) and Resolution Capital Ltd (14.1%). In their latest 13Fs, 4 managers opened a new position and 48 added to one.
- Members of Congress have disclosed 12 WELL trades since 2016, 3 purchases and 0 sales in the past year; the latest was Alan Armstrong (R-OK), buying $1K–15K on Mar 30, 2026.
- WELL last closed at $233.17 on Oct 29, 2026.
WELL insider trading
Between Aug 1, 2026 and Oct 29, 2026, 1 WELL insider filed 1 open-market purchase worth $2.4M on SEC Form 4.
| Filed | Insider | Role | Trade | Shares | Price | Value | Form 4 |
|---|---|---|---|---|---|---|---|
| Aug 27, 2026 | Gundlach Andrew | Director | Buy | 10,000 | $240.77 | $2.4M | SEC |
Who owns WELL? Hedge funds and superinvestors
232 13F filers hold WELL among their 50 largest positions, worth $73.0B combined, including Mark Kingdon. The biggest bets by portfolio weight are Aew Capital Management L P (15.7%), Adelante Capital Management LLC (14.5%) and Resolution Capital Ltd (14.1%). In their latest 13Fs, 4 managers opened a new position and 48 added to one.
Superinvestors holding WELL: Mark Kingdon 0.8%
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Vanguard Portfolio Management LLCMutual fund manager | 0.4% | $9.9B | 43,449,568 | +3.8% shares | Q2 2026 |
| Capital International InvestorsAsset manager | 1.9% | $9.0B | 39,500,055 | +10.3% shares | Q2 2026 |
| Cohen & Steers, Inc.Investment manager | 13.2% | $8.4B | 36,821,274 | +2.7% shares | Q2 2026 |
| Capital World InvestorsAsset manager | 0.5% | $4.5B | 20,028,842 | — | Q2 2026 |
| Price T Rowe Associates Inc /md/Investment manager | 0.4% | $4.2B | 18,490,213 | +7.4% shares | Q2 2026 |
| Norges BankSovereign wealth fund | 0.4% | $4.1B | 18,146,984 | -38.4% shares | Q2 2026 |
| Wellington Management Group LLPAsset manager | 0.6% | $3.4B | 15,179,324 | -10.4% shares | Q2 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am MainBank & trust | 1.9% | $2.4B | 10,624,243 | +21.2% shares | Q2 2026 |
| Principal Financial Group IncInsurance company | 1.1% | $2.2B | 9,814,621 | +2.2% shares | Q2 2026 |
| Dimensional Fund Advisors LPMutual fund manager | 0.3% | $1.9B | 8,479,319 | +1.6% shares | Q2 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLCAsset manager | 0.3% | $1.8B | 7,948,735 | — | Q2 2026 |
| Legal & General Group PlcInvestment manager | 0.3% | $1.6B | 7,046,531 | -2.7% shares | Q2 2026 |
| PeakShares LLCMutual fund manager | 1.0% | $1.4B | 6,007 | — | Q2 2026 |
| Centersquare Investment Management LLCInstitutional asset manager | 10.9% | $1.3B | 5,640,625 | +7.6% shares | Q2 2026 |
| Daiwa Securities Group Inc.Broker-dealer | 1.8% | $853.8M | 3,708,257 | -9.0% shares | Q3 2026 |
| Resolution Capital LtdHedge fund | 14.1% | $766.6M | 3,377,659 | -6.3% shares | Q2 2026 |
| Wcm Investment Management, LLCAsset manager | 1.4% | $762.2M | 3,346,803 | +2.8% shares | Q2 2026 |
| Hsbc Holdings PLCInvestment manager | 0.4% | $754.8M | 3,321,976 | +2.8% shares | Q2 2026 |
| Prudential Financial IncInsurance company | 0.8% | $688.1M | 3,031,698 | -0.1% shares | Q2 2026 |
| Duff & Phelps Investment Management CoMutual fund manager | 6.5% | $686.5M | 3,024,718 | +14.9% shares | Q2 2026 |
| Sumitomo Mitsui Trust Group, Inc.Bank & trust | 0.4% | $682.6M | 2,964,611 | -5.9% shares | Q3 2026 |
| Russell Investments Group, Ltd.Institutional asset manager | 0.6% | $647.7M | 2,853,498 | -0.6% shares | Q2 2026 |
| Cbre Investment Management Listed Real Assets LLCAsset manager | 9.0% | $645.4M | 2,843,632 | -5.4% shares | Q2 2026 |
| Sei Investments CoBroker-dealer | 0.5% | $583.7M | 2,571,718 | -3.3% shares | Q2 2026 |
| Aberdeen Group plcInvestment manager | 0.6% | $399.7M | 1,760,904 | +4.5% shares | Q2 2026 |
| APG Asset Management US Inc.Hedge fund | 2.7% | $389.6M | 1,692,393 | +0.0% shares | Q2 2026 |
| CANADA LIFE ASSURANCE CoInsurance company | 0.6% | $371.6M | 1,639,804 | +7.0% shares | Q2 2026 |
| Nomura Asset Management Co LtdHedge fund | 0.7% | $324.3M | 1,428,896 | +4.6% shares | Q2 2026 |
| Asset Management One Co., Ltd.Institutional asset manager | 0.8% | $314.9M | 1,367,690 | +3.1% shares | Q3 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank)Investment manager | 0.6% | $305.4M | 1,345,712 | +19.6% shares | Q2 2026 |
The 30 largest of 232 positions, by value. Each manager counts with its latest 13F (Q3 2026: 72, Q2 2026: 159, Q1 2026: 1). Screen WELL in the grand portfolio →
WELL stock trades by members of Congress
Members of Congress have disclosed 12 WELL trades since 2016, 3 purchases and 0 sales in the past year; the latest was Alan Armstrong (R-OK), buying $1K–15K on Mar 30, 2026.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Jul 21, 2026 | Alan ArmstrongR-OK · Senate | Buy | $1K–15K | Mar 30, 2026 | +22.2% |
| Jul 21, 2026 | Alan ArmstrongR-OK · Senate | Buy | $1K–15K | Mar 27, 2026 | +21.9% |
| Mar 12, 2026 | Jonathan L. JacksonD-IL · House | Buy | $1K–15K | Feb 11, 2026 | +14.7% |
| Jun 22, 2025 | Jefferson ShreveR-IN · House | Sale | $50K–100K | May 12, 2025 | +63.8% |
| Aug 13, 2023 | Daniel S. GoldmanD-NY · House | Sale | $15K–50K | Jul 12, 2023 | +199.3% |
| Nov 10, 2022 | Kathy E. ManningD-NC · House | Buy | $1K–15K | Oct 12, 2022 | +311.8% |
| May 13, 2020 | Gilbert Ray Cisneros, Jr.D-CA · House | Buy | $1K–15K | Apr 29, 2020 | +353.9% |
| Apr 16, 2020 | Gilbert Ray Cisneros, Jr.D-CA · House | Sale | $1K–15K | Mar 18, 2020 | +617.9% |
| Apr 15, 2019 | Van TaylorR-TX · House | Sale | $1K–15K | Mar 25, 2019 | +204.2% |
| Feb 25, 2019 | Lois FrankelD-FL · House | Sale | $1K–15K | Feb 7, 2019 | +209.5% |
| Feb 25, 2019 | Lois FrankelD-FL · House | Sale | $1K–15K | Feb 6, 2019 | +210.7% |
| Jul 1, 2016 | Thomas R. CarperD-DE · Senate | Buy | $1K–15K | Jun 24, 2016 | +229.2% |
9 members have traded WELL: Alan Armstrong, Jonathan L. Jackson, Jefferson Shreve, Daniel S. Goldman, Kathy E. Manning, Gilbert Ray Cisneros, Jr., Van Taylor, Lois Frankel and others.
WELL questions and answers
Are insiders buying WELL stock?
Between Aug 1, 2026 and Oct 29, 2026, 1 WELL insider filed 1 open-market purchase worth $2.4M on SEC Form 4.
Which hedge funds own WELL?
232 13F filers hold WELL among their 50 largest positions, worth $73.0B combined, including Mark Kingdon. The biggest bets by portfolio weight are Aew Capital Management L P (15.7%), Adelante Capital Management LLC (14.5%) and Resolution Capital Ltd (14.1%). In their latest 13Fs, 4 managers opened a new position and 48 added to one.
Has Congress traded WELL?
Members of Congress have disclosed 12 WELL trades since 2016, 3 purchases and 0 sales in the past year; the latest was Alan Armstrong (R-OK), buying $1K–15K on Mar 30, 2026.
Who is the largest holder of WELL?
Among 13F filers, Vanguard Portfolio Management LLC reports the largest WELL position, $9.9B (43,449,568 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Aew Capital Management L P's: 15.7% of its portfolio.
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