1397 tracked 13F filers disclose a position in WELL as of the latest SEC 13F filings, a combined $114.7B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $14.6B | 74.0M | ▲+1.7% Added · +1.2M sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $9.0B | 45.4M | →First observed position No prior filed position | Q1 2026 | |
| 3 | STATE STREET CORP | $9.6B | 42.1M | ▲+1.4% Added · +578K sh | Q2 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $8.3B | 41.9M | →First observed position No prior filed position | Q1 2026 | |
| 5 | NORGES BANK | $5.5B | 29.5M | ▼−7.7% Reduced · −2.4M sh | Q4 2025 | |
| 6 | FMR LLC | $4.4B | 22.2M | ▲+6.5% Added · +1.4M sh | Q1 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $4.3B | 21.8M | ▲+6.6% Added · +1.3M sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $4.0B | 17.7M | ▼−0.5% Reduced · −82K sh | Q2 2026 | |
| 9 | PRICE T ROWE ASSOCIATES INC /MD/ | $3.4B | 17.2M | ▲+2.3% Added · +390K sh | Q1 2026 | |
| 10 | PRINCIPAL FINANCIAL GROUP INC | $1.9B | 9.6M | ▼−4.8% Reduced · −487K sh | Q1 2026 | |
| 11 | MORGAN STANLEY | $1.8B | 9.0M | ▼−10% Reduced · −1.0M sh | Q1 2026 | |
| 12 | NORTHERN TRUST CORP | $1.8B | 9.0M | ▲+0.1% Added · +14K sh | Q1 2026 | |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.7B | 8.8M | ▲+5.0% Added · +424K sh | Q1 2026 | |
| 14 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt | $1.7B | 8.8M | ▼−4.9% Reduced · −454K sh | Q1 2026 | |
| 15 | JPMORGAN CHASE & CO | $1.7B | 8.7M | ▲+2.7% Added · +226K sh | Q1 2026 | |
| 16 | DIMENSIONAL FUND ADVISORS LP | $1.6B | 8.3M | ▲+0.7% Added · +58K sh | Q1 2026 | |
| 17 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $1.6B | 8.2M | ▲364× Added · +8.1M sh | Q1 2026 | |
| 18 | Legal & General Group Plc | $1.4B | 7.2M | ▼−0.9% Reduced · −68K sh | Q1 2026 | |
| 19 | GOLDMAN SACHS GROUP INC | $1.3B | 6.7M | ▲+51% Added · +2.3M sh | Q1 2026 | |
| 20 | CENTERSQUARE INVESTMENT MANAGEMENT LLC | $1.3B | 5.6M | ▲+7.6% Added · +398K sh | Q2 2026 | |
| 21 | Nuveen, LLC | $1.1B | 5.4M | ▲+7.4% Added · +376K sh | Q1 2026 | |
| 22 | DEUTSCHE BANK AG\ | $1.0B | 5.1M | ▼−10% Reduced · −593K sh | Q1 2026 | |
| 23 | Daiwa Securities Group Inc. | $925.3M | 4.1M | ▼−4.8% Reduced · −207K sh | Q2 2026 | |
| 24 | Bank of New York Mellon Corp | $785.4M | 4.0M | ▼−1.4% Reduced · −56K sh | Q1 2026 | |
| 25 | VANGUARD FIDUCIARY TRUST CO | $776.3M | 3.9M | →First observed position No prior filed position | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund opened a new position in WELL and 30 added to an existing one, while 14 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 866 funds | $494.2B |
| MICROSOFT CORPMSFT | 865 funds | $337.4B |
| APPLE INCAAPL | 862 funds | $383.4B |
| AMAZON.COM INCAMZN | 860 funds | $252.1B |
| ALPHABET INC-CL AGOOGL | 853 funds | $228.3B |
| JPMORGAN CHASE & COJPM | 840 funds | $89.5B |
| BROADCOM INCAVGO | 838 funds | $189.9B |
| META PLATFORMS INC-CLASS AMETA | 837 funds | $141.1B |
| ELI LILLY & COLLY | 831 funds | $110.1B |
| ALPHABET INC-CL CGOOG | 825 funds | $153.3B |
| VISA INC-CLASS A SHARESV | 819 funds | $82.4B |
| JOHNSON & JOHNSONJNJ | 813 funds | $62.1B |
Ranked by how many of WELL's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 26, 2026 | Gundlach Andrew | Director | Buy (P) | 3K | $605K |
| Aug 26, 2026 | Gundlach Andrew | Director | Buy (P) | 3K | $605K |
| Aug 25, 2026 | Gundlach Andrew | Director | Buy (P) | 3K | $599K |
| Aug 25, 2026 | Gundlach Andrew | Director | Buy (P) | 3K | $599K |
| Jun 30, 2025 | Gundlach Andrew | Director | Buy (P) | 10K | $1.5M |
| Jun 30, 2025 | Gundlach Andrew | Director | Buy (P) | 10K | $1.5M |
| Dec 9, 2024 | BACON KENNETH J | Director | Sell (S) | 2K | $286K |
| Jun 4, 2024 | BACON KENNETH J | Director | Sell (S) | 2K | $187K |
| Apr 30, 2024 | DeSalvo Karen B | Director | Sell (S) | 4K | $606K |
| Oct 30, 2020 | HAWKINS PHILIP L | Director | Buy (P) | 2K | $106K |
| May 14, 2019 | DEROSA THOMAS J | Chairman & CEO, Director | Sell (S) | 19K | $1.5M |
| Mar 13, 2019 | Goodey John | Chief Financial Officer | Sell (S) | 1 | $44 |
Connected entities for WELL
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/WELL/capital-change-brief"
Use Arkolith's capital_change_brief for WELL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for WELL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.