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Welltower Inc.

WELL Real Estate
$216.17 +$0.16 (0.07%)
Market Cap: $152.6 B
Gurus Holding
5
Popularity Rank
#1762
% of Shares Held
0.10%
Net Activity (Q1 2026)
-$39.39 M

Guru Ownership Trend

Guru Analysis for Welltower Inc. (WELL)

Welltower Inc. (WELL), a key player in the Real Estate sector, continues to attract institutional attention.

As of Q1 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $147.86 M.

Top institutional holders include Cliff Asness and Joel Greenblatt.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $39.39 M net outflow during the quarter.

Recent activity highlights Jefferies Group who increased their stake by 134.2%. Conversely, Ken Fisher reduced exposure by 18.1%.

Key Holders

Top 5 by Value

$83.73 M
$43.97 M
$4.78 M
$1.14 M
$276,930

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$10.98 M
Total Buy Value
New Buys 0
Additions 3
-$50.37 M
Total Sell Value
Reductions 2
Sold Out 2

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
4
Net Buyers
3

FAQs for Welltower Inc. (WELL)

Major holders include Cliff Asness ($83.73 M), Joel Greenblatt ($43.97 M), Mario Gabelli ($4.78 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 684,002 shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $39.39 M, with 3 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 2 fully exited WELL. The total reported sell value was $50.37 M.

Yes, 0 managers opened new positions in WELL, and 3 increased their existing holdings. The total reported buy value was $10.98 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.04% Reduce -9.7% 430,296 $83.73 M Q1 2026
0.13% Add 30.7% 222,391 $43.97 M Q1 2026
0.05% Add 0.0% 24,173 $4.78 M Q1 2026
0.01% Add 134.2% 5,742 $1.14 M Q1 2026
0.00% Reduce -18.1% 1,400 $276,930 Q1 2026
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