When did WELL join the S&P 500?

Welltower joined the S&P 500 index on 2009-01-30.

What sector is WELL in?

WELL is in the Real Estate sector, Health Care REITs industry.

WELL — Welltower

Name: WELL Institutional Holdings (13F) — 2026Q1
Creator: SEC EDGAR
License: https://www.sec.gov/data

Health Care REITs · Real Estate

S&P 500 Timeline

2009-01-30Joined S&P 500

Welltower owns a diversified healthcare portfolio comprising 2,447 existing properties spanning senior housing, medical office and skilled nursing/post-acute care sectors. The portfolio includes over 100 properties each in Canada and the United Kingdom, as the company seeks additional investment opportunities in countries with mature healthcare systems similar to the U.S. healthcare system.

Key Facts

Status	Active
Sector	Real Estate
Industry	Health Care REITs
Joined	2009-01-30
Tenure	17 yrs

Industry Peers

DOC VTR

Sector Peers

AMT ARE AVB BXP CBRE CCI CPT CSGP DLR DOC

Institutional Holdings (13F)

1,478 institutions hold WELL, totaling 819.7M shares ($144.0B) · As of 2026Q1

Rank	Institution	Shares	Value
1	VANGUARD CAPITAL MANAGEMENT LLC	90.7M	$17.9B
2	BlackRock, Inc.	74.0M	$14.6B
3	VANGUARD PORTFOLIO MANAGEMENT LLC	41.9M	$8.3B
4	STATE STREET CORP	41.6M	$8.2B
5	Capital International Investors	35.8M	$7.1B
6	MORGAN STANLEY	28.7M	$5.4B
7	NORGES BANK	31.3M	$4.8B
8	FMR LLC	22.2M	$4.4B
9	BANK OF AMERICA CORP /DE/	21.8M	$4.3B
10	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	26.5M	$3.5B

View all holders →

Data source: Wikipedia · CC BY-SA 4.0 · SEC EDGAR 13F · Updated 2026-07-10