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Cohen & Steers (NYSE: WELL) reports 36.14M shares beneficially owned

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

Cohen & Steers reports beneficial ownership of 36,139,692 shares of Welltower, Inc. Common Stock, representing 5.18% of the class. The filing states Cohen & Steers has sole voting power for 29,842,553 shares and sole dispositive power for 36,139,692 shares.

The Schedule 13G lists Cohen & Steers, Inc. and four related entities as filers and notes those entities hold the securities for the benefit of their account holders. The filing is signed by compliance officers on 05/15/2026.

Positive

  • None.

Negative

  • None.

Insights

Large passive holding disclosed: 36,139,692 shares (5.18%)

The filing lists a 36,139,692-share beneficial position equaling 5.18% of Welltower's common stock and attributes sole voting power for 29,842,553 shares. The disclosure identifies Cohen & Steers and four affiliated entities as the reporting holders.

Because the shares are held for account holders, ultimate economic beneficiaries are pooled client accounts; cash‑flow treatment is bound to those accounts. Subsequent filings may identify any changes in this position.

Schedule 13G structure and representation details are standard

The statement follows Schedule 13G format, naming Cohen & Steers, Inc. and affiliated entities and providing CUSIP 95040Q104. It includes the required voting and dispositive power breakdown and an Item 6 disclosure that holdings are held for account holders.

Signatures from compliance officers dated 05/15/2026 complete the filing. The filing does not state the filing category (passive vs active) beyond the Schedule 13G header within the provided excerpt.

Beneficial ownership 36,139,692 shares Item 4 amount beneficially owned
Percent of class 5.18% Item 4 percent of class
Sole voting power 29,842,553 shares Item 4(i) sole power to vote
Sole dispositive power 36,139,692 shares Item 4(iii) sole power to dispose
CUSIP 95040Q104 Item 2(d) CUSIP number
beneficially owned financial
"Item 4(a) Amount beneficially owned: 36,139,692"
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 dispositive power regulatory
"Item 4(iii) Sole power to dispose or to direct the disposition of: 36,139,692"
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.
Schedule 13G regulatory
"form_type: SCHEDULE 13G in the metadata and heading"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
Investment Advisers Act regulatory
"Item 7 references investment advisors registered under Section 203 of the Investment Advisers Act"





95040Q104

(CUSIP Number)
03/31/2026

(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:05/15/2026
Cohen & Steers Capital Management, Inc.
Signature:/s/ Nargis Hilal
Name/Title:SVP, Global Chief Compliance Officer & Associate General Counsel
Date:05/15/2026
Cohen & Steers UK Limited
Signature:/s/ Nargis Hilal
Name/Title:SVP, Global Chief Compliance Officer & Associate General Counsel
Date:05/15/2026
Cohen & Steers Asia Limited
Signature:/s/ Catherine Cheng
Name/Title:VP, Compliance Officer
Date:05/15/2026
Cohen & Steers Ireland Limited
Signature:/s/ Alan Cooper
Name/Title:VP, Compliance Officer
Date:05/15/2026

FAQ

What stake does Cohen & Steers report in WELL?

Cohen & Steers reports beneficial ownership of 36,139,692 shares, representing 5.18% of Welltower's common stock as stated in Item 4 of the filing.

How much voting power does Cohen & Steers hold in WELL?

The filing lists sole voting power for 29,842,553 shares and zero shared voting power, per Item 4's breakdown of voting authority.

Which Cohen & Steers entities filed the Schedule 13G for WELL?

The filers are Cohen & Steers, Inc., Cohen & Steers Capital Management, Inc., Cohen & Steers UK Ltd, Cohen & Steers Asia Ltd, and Cohen & Steers Ireland Ltd as listed in Item 2.

Are the Welltower shares held on behalf of clients?

Yes. Item 6 states the securities are held for the benefit of account holders of the reporting entities, who have rights to dividends or sale proceeds on those holdings.

What identifier is used for Welltower common stock in the filing?

The filing uses CUSIP 95040Q104 to identify Welltower, Inc. common stock as shown in Item 2(d) and the cover information.