Current position

The Vanguard Group, Inc.’s Welltower Inc (WELL) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

The Vanguard Group, Inc.Verified through Q4 2025
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ3 2015Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares98.30MHighest verified quarter-end share count
Quarters reported42Verified quarters with shares above zero
What happened?

The Vanguard Group, Inc. first reported Welltower Inc in Q3 2015. The reported position was increased and reduced across later filings. The Vanguard Group, Inc. currently reports 92.42M shares. The latest verified filing showed: Bought 2.9% more.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q4 2025
Bought 2.9% more+2.64M shares · 92.42M shares reported after the change
Filing context

Quarter-end price $185.61 · Estimated holding basis $83.57

Q3 2025
Bought 4.7% more+3.99M shares · 89.78M shares reported after the change
Filing context

Quarter-end price $178.14 · Estimated holding basis $80.56

Q2 2025
Sold 7.1% of the position−6.60M shares · 85.79M shares remained
Filing context

Quarter-end price $153.73 · Estimated holding basis $76.02

Q1 2025
Sold 6.0% of the position−5.90M shares · 92.39M shares remained
Filing context

Quarter-end price $153.21 · Estimated holding basis $76.02

Q4 2024
Bought 2.7% more+2.61M shares · 98.30M shares reported after the change
Filing context

Quarter-end price $126.03 · Estimated holding basis $76.02

Q3 2024
Bought 1.4% more+1.31M shares · 95.68M shares reported after the change
Filing context

Quarter-end price $128.03 · Estimated holding basis $74.66

Portfolio importance

How important is Welltower Inc in The Vanguard Group, Inc.’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Current portfolio weight0.2%Q4 2025
Current rank#59of 4329 reported positions
Peak portfolio weight0.3%Q1 2025
Best historical rank#59Q4 2025
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$234.502026-09-16

Market context only; not an investor transaction price.

Latest filing quarter-end price$185.61Q4 2025

Derived from validated reported value and shares where supported.

Estimated holding basis$83.57Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ4 2025 · filed 2026-01-29
Open SEC filing ↗

Coverage is bounded to Vanguard’s top reported positions and material events rather than every security in each Form 13F. The filing reflects reportable U.S.-listed holdings, not Vanguard’s complete global assets, fund-by-fund ownership, exact trade dates or execution prices.