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Cohen & Steers (WELL) discloses 4.90% beneficial stake in Welltower common stock

(Moderate)
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Cohen & Steers and affiliates report institutional ownership in Welltower, Inc. The group, led by Cohen & Steers, Inc., reports that it beneficially owns 35,296,808 shares of Welltower common stock, representing 4.90% of the class.

Cohen & Steers Capital Management, Inc. holds the majority of these shares, with 29,078,015 shares having sole voting power and 34,806,740 shares subject to sole dispositive power. Across all reporting entities, there is sole voting power over 29,375,604 shares and sole dispositive power over 35,296,808 shares, with no shared voting or dispositive power reported. The securities are held for the benefit of the investment advisers’ account holders, who are entitled to dividends and sale proceeds on their respective holdings.

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Beneficial Ownership Shares 35,296,808 shares Total Welltower common shares beneficially owned by Cohen & Steers group
Percent of Class 4.90% Portion of Welltower common stock class held by Cohen & Steers group
Sole Voting Power 29,375,604 shares Welltower shares over which Cohen & Steers entities have sole voting power
Sole Dispositive Power 35,296,808 shares Welltower shares over which Cohen & Steers entities have sole dispositive power
CSC Management Sole Voting Power 29,078,015 shares Shares of Welltower where Cohen & Steers Capital Management, Inc. has sole voting power
CSC Management Sole Dispositive Power 34,806,740 shares Shares of Welltower where Cohen & Steers Capital Management, Inc. has sole dispositive power
beneficially owned financial
"Ownership (a) | Amount beneficially owned: 35,296,808"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
sole voting power financial
"Sole power to vote or to direct the vote: 29,375,604"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
sole dispositive power financial
"Sole power to dispose or to direct the disposition of: 35,296,808"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
percent of class financial
"Percent of class: 4.90%"
Percent of class is the portion of a specific category of securities—such as a company’s common shares, preferred shares, or a bond series—that takes part in or approves a corporate action (vote, consent, tender, etc.). Investors watch this number because it reveals how much support or opposition exists within that particular shareholder group; like counting how many members of a club back a proposal, it can determine whether a plan passes or how influence is distributed.
Investment Advisers Act regulatory
"investment advisors registered under Section 203 of the Investment Advisers Act"

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

What ownership stake in Welltower (WELL) does Cohen & Steers report?

Cohen & Steers and its affiliates report beneficial ownership of 35,296,808 shares of Welltower common stock, representing 4.90% of the outstanding class as disclosed in this Schedule 13G/A amendment.

How many Welltower (WELL) shares does Cohen & Steers have sole voting power over?

The filing states that Cohen & Steers entities have sole voting power over 29,375,604 shares of Welltower common stock and no shared voting power over any shares reported.

What is Cohen & Steers Capital Management Inc.’s role in the Welltower (WELL) holdings?

Cohen & Steers Capital Management, Inc. is the primary holder, with 29,078,015 shares having sole voting power and 34,806,740 shares having sole dispositive power in Welltower common stock, held for the benefit of its account holders.

Do Cohen & Steers entities share dispositive power over Welltower (WELL) shares?

No. The Schedule 13G/A reports sole dispositive power over 35,296,808 shares of Welltower and zero shared dispositive power across all Cohen & Steers reporting entities.

Who ultimately benefits from the Welltower (WELL) shares held by Cohen & Steers?

According to the disclosure, each Cohen & Steers adviser holds Welltower shares for the benefit of its account holders, who have the right to receive dividends and sale proceeds on the securities held on their behalf.

Which Cohen & Steers subsidiaries are included in this Welltower (WELL) Schedule 13G/A?

The filing covers Cohen & Steers Capital Management, Inc., Cohen & Steers UK Ltd, Cohen & Steers Asia Ltd, and Cohen & Steers Ireland Ltd, all controlled by Cohen & Steers, Inc.





95040Q104

(CUSIP Number)
07/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Cohen & Steers, Inc.
Signature:/s/ Nargis Hilal
Name/Title:SVP, Global Chief Compliance Officer & Associate General Counsel
Date:08/07/2026
Cohen & Steers Capital Management, Inc.
Signature:/s/ Nargis Hilal
Name/Title:SVP, Global Chief Compliance Officer & Associate General Counsel
Date:08/07/2026
Cohen & Steers UK Limited
Signature:/s/ Natalie Okorie
Name/Title:VP, Compliance Officer
Date:08/07/2026
Cohen & Steers Asia Limited
Signature:/s/ Catherine Cheng
Name/Title:VP, Compliance Officer
Date:08/07/2026
Cohen & Steers Ireland Limited
Signature:/s/ Alan Cooper
Name/Title:VP, Compliance Officer
Date:08/07/2026