WELL
WELLTOWER INC.Marquee-fund ownership over time
This quarter's activity
New positions opened
None.
Positions exited
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Citadel Advisors | Q3 2024(8Q snapshot) | 7Q | $114 | $213 | +86% |
| Two Sigma Investments re-entered | Q3 2024(8Q snapshot) | 7Q | $114 | $213 | +86% |
| D.E. Shaw | Q3 2024(8Q snapshot) | 7Q | $114 | $213 | +86% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $114 | $213 | +86% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $114 | $213 | +86% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Renaissance Technologies | Q3 2024 | Q2 2026 | → $218 | +92% |
| Point72 Asset Management | Q3 2024 | Q1 2026 | → $214 | +88% |
| Bridgewater Associates 3× in & out | Q3 2021 | Q2 2024 | → $95 | +26% |
| Glenview Capital | Q4 2020 | Q2 2021 | → $65 | +12% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at WELLTOWER INC.. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from May 27, 2026 — the most recent Form 4 on file — not from today.
- Form 40001193125-26-242148May 27, 2026
- Form 40001193125-26-239608May 26, 2026
- Form 40001193125-26-206637May 5, 2026
- Form 40001193125-26-201785May 1, 2026
- Form 40001193125-26-083127Feb 27, 2026
- Form 40001193125-26-083111Feb 27, 2026
- Form 40001193125-26-083091Feb 27, 2026
- Form 40001193125-26-083075Feb 27, 2026
- Form 40001193125-26-083061Feb 27, 2026
- Form 40001193125-26-083045Feb 27, 2026
- Form 40001193125-26-083018Feb 27, 2026
- Form 40001193125-26-083010Feb 27, 2026
- Form 40001193125-26-057306Feb 18, 2026
- Form 40001193125-26-057300Feb 18, 2026
- Form 40001193125-26-057277Feb 18, 2026
Fundamentals
XBRL · WELLTOWER INC.Annual figures sourced directly from WELLTOWER INC.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for WELLTOWER INC. — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventJun 1, 2026
- 8-KMaterial eventMay 22, 2026
- 8-KMaterial eventApr 29, 2026
- 10-QQuarterly reportApr 29, 2026
- 8-KMaterial eventApr 28, 2026
- DEF 14AProxy statementApr 10, 2026
- 8-KMaterial eventMar 10, 2026
- 10-KAnnual reportFeb 12, 2026
- 8-KMaterial eventFeb 10, 2026
- 8-KMaterial eventOct 28, 2025
- 10-QQuarterly reportOct 28, 2025
- 8-KMaterial eventOct 27, 2025
- 8-KMaterial eventOct 27, 2025
- 8-KMaterial eventAug 4, 2025
- 8-KMaterial eventJul 29, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Two Sigma Investments | Q4 2025 | open | $192 | $213 | +10% |
| Citadel Advisors | Q3 2024 | open | $114 | $213 | +86% |
| Two Sigma Investments | Q3 2024 | Q4 2024 | $114 | $131 | +15% |
| D.E. Shaw | Q3 2024 | open | $114 | $213 | +86% |
| AQR Capital Management | Q3 2024 | open | $114 | $213 | +86% |
| Millennium Management | Q3 2024 | open | $114 | $213 | +86% |
| Point72 Asset Management | Q3 2024 | Q1 2026 | $114 | $214 | +88% |
| Renaissance Technologies | Q3 2024 | Q2 2026 | $113 | $218 | +92% |
| Bridgewater Associates | Q3 2021 | Q2 2024 | $76 | $95 | +26% |
| Glenview Capital | Q4 2020 | Q2 2021 | $58 | $65 | +12% |
| Bridgewater Associates | Q4 2017 | Q4 2018 | $51 | $55 | +8% |
| Bridgewater Associates | Q4 2015 | Q3 2016 | $40 | $55 | +38% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.