Free Trial
Portfolio Monitoring Tools for the A.I. EraStart Free For 30 Days

Welltower (WELL) Institutional Ownership

Welltower logo
$166.68 +0.74 (+0.44%)
Closing price 03:59 PM Eastern
Extended Trading
$166.81 +0.14 (+0.08%)
As of 07:47 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Welltower (NYSE:WELL)

Current
Institutional Ownership
Percentage
94.80%
Number of
Institutional Buyers
(last 12 months)
909
Total
Institutional Inflows
(last 12 months)
$20.60B
Number of
Institutional Sellers
(last 12 months)
504
Total
Institutional Outflows
(last 12 months)
$5.95B
Get WELL Insider Trade Alerts

Want to know when executives and insiders are buying or selling Welltower stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

WELL Institutional Buying and Selling by Quarter

Welltower Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/10/2025 CHICAGO TRUST Co NA2,365$421K0.1%N/A0.000%
10/10/2025 Fluent Financial LLC4,719$841K0.3%+4.6%0.001%
10/10/2025 Sarasin & Partners LLP20,633$3.64M0.0%-70.3%0.003%
10/10/2025 Douglas Lane & Associates LLC1,232$219K0.0%N/A0.000%
10/10/2025 Trust Point Inc.2,002$357K0.0%N/A0.000%
10/10/2025 Natural Investments LLC1,410$251K0.1%+5.0%0.000%
10/10/2025 Flputnam Investment Management Co.3,551$633K0.0%-7.6%0.001%
10/10/2025 Congress Asset Management Co.588,622$104.86M0.7%+1.7%0.088%
10/10/2025 Cyndeo Wealth Partners LLC1,261$225K0.0%N/A0.000%
10/10/2025 Quotient Wealth Partners LLC2,472$440K0.0%-4.7%0.000%
10/10/2025 Perpetual Ltd23,086$4.11M0.1%-3.9%0.003%
10/10/2025 KMG Fiduciary Partners LLC35,654$6.35M0.4%-0.7%0.005%
10/9/2025 Independence Bank of Kentucky451$80K0.0%+32.3%0.000%
10/9/2025 Jackson Square Capital LLC4,918$876K0.2%+133.7%0.001%
10/9/2025 AdvisorNet Financial Inc1,423$254K0.0%+89.5%0.000%
10/9/2025 Centurion Wealth Management LLC1,260$224K0.1%N/A0.000%
10/9/2025 BDF Gestion15,015$2.68M0.3%N/A0.002%
10/9/2025 U.S. Capital Wealth Advisors LLC56,257$10.02M0.3%-3.4%0.008%
10/9/2025 Voya Investment Management LLC1,491,723$264.84M0.3%-9.3%0.223%
10/9/2025 Dynamic Advisor Solutions LLC1,934$345K0.0%+3.6%0.000%
10/9/2025 Whalen Wealth Management Inc.1,149$205K0.1%N/A0.000%
10/8/2025 Marshall Financial Group LLC3,736$666K0.1%-10.8%0.001%
10/8/2025 YHB Investment Advisors Inc.15,557$2.77M0.2%+9.9%0.002%
10/8/2025 Agate Pass Investment Management LLC9,585$1.71M0.6%-1.0%0.001%
10/8/2025 RDA Financial Network12,729$2.27M0.6%-2.4%0.002%
10/8/2025 Wedmont Private Capital9,222$1.60M0.1%+5.9%0.001%
10/8/2025 Czech National Bank169,867$30.26M0.2%+11.9%0.025%
10/8/2025 Chesley Taft & Associates LLC18,048$3.22M0.1%+10.9%0.003%
10/8/2025 Beacon Financial Group1,250$223K0.0%N/A0.000%
10/7/2025 Cooper Financial Group1,254$223K0.0%N/A0.000%
10/7/2025 Assenagon Asset Management S.A.23,212$4.14M0.0%+2.0%0.003%
10/6/2025 Old Port Advisors1,238$221K0.1%N/A0.000%
10/6/2025 Gradient Investments LLC87,143$15.52M0.3%N/A0.013%
10/6/2025 Venture Visionary Partners LLC77,605$13.83M0.5%-3.7%0.012%
10/6/2025 Nilsine Partners LLC16,444$2.93M0.3%+10.8%0.002%
10/3/2025 Morangie Management LLC6,833$1.22M1.0%+36.2%0.001%
10/2/2025 GAMMA Investing LLC13,872$2.47M0.1%+12.4%0.002%
10/2/2025 Global Wealth Strategies & Associates200$36K0.0%N/A0.000%
10/1/2025 Park National Corp OH1,172$209K0.0%N/A0.000%
10/1/2025 Praxis Investment Management Inc.17,153$3.06M0.2%+19.0%0.003%
9/26/2025Corient Private Wealth LLC43,901$6.75M0.0%-2.9%0.007%
9/24/2025Texas Permanent School Fund Corp47,282$7.27M0.1%-40.8%0.007%
9/22/2025Caldwell Trust Co410$63K0.0%N/A0.000%
9/12/2025Valeo Financial Advisors LLC4,405$677K0.0%+19.8%0.001%
9/4/2025Osaic Holdings Inc.76,869$11.83M0.0%+18.8%0.011%
8/29/2025Centaurus Financial Inc.12,892$1.98M0.1%-22.8%0.002%
8/27/2025Orion Porfolio Solutions LLC24,044$3.70M0.0%+13.3%0.004%
8/26/2025Thrivent Financial for Lutherans122,418$18.82M0.0%-0.8%0.018%
8/26/2025MASTERINVEST Kapitalanlage GmbH17,911$2.75M0.3%N/A0.003%
8/25/2025Neuberger Berman Group LLC778,419$119.67M0.1%+15.1%0.116%
8/22/2025Stance Capital LLC15,992$2.46M0.9%+36.5%0.002%
8/20/2025Kentucky Retirement Systems39,498$6.07M0.2%-6.1%0.006%
8/20/2025Kentucky Retirement Systems Insurance Trust Fund16,764$2.58M0.2%-6.5%0.003%
8/19/2025B. Riley Wealth Advisors Inc.2,808$432K0.0%N/A0.000%
8/19/2025Newbridge Financial Services Group Inc.307$47K0.0%+39.5%0.000%
8/19/2025Marex Group plc8,200$1.26M0.0%N/A0.001%
8/19/2025Advisory Services Network LLC2,243$370K0.0%-13.5%0.000%
8/18/2025Finward Bancorp5,718$879K0.7%-4.3%0.001%
8/18/2025Nomura Holdings Inc.19,659$3.02M0.0%-87.0%0.003%
8/18/2025Hollencrest Capital Management215$33K0.0%-72.5%0.000%
8/18/2025Westwood Holdings Group Inc.31,248$4.80M0.0%N/A0.005%
8/18/2025National Bank of Canada FI644,568$99.09M0.1%-7.2%0.096%
8/16/2025Public Sector Pension Investment Board127,851$19.66M0.1%-21.5%0.019%
8/16/2025Evergreen Capital Management LLC3,823$588K0.0%+6.2%0.001%
8/15/2025Strategic Investment Advisors MI3,111$478K0.0%+9.9%0.000%
8/15/2025CANADA LIFE ASSURANCE Co1,477,832$227.23M0.4%+5.2%0.221%
8/15/202544 Wealth Management LLC2,527$388K0.1%+4.3%0.000%
8/15/2025Adelante Capital Management LLC981,590$150.90M10.6%+1.9%0.147%
8/15/2025Tower Research Capital LLC TRC 52,025$8.00M0.2%+43.0%0.008%
8/15/2025MUFG Securities EMEA plc1,836$282K0.0%N/A0.000%
8/15/2025Corient Private Wealth LLC80,889$12.45M0.0%+79.0%0.012%
8/15/2025Florida Financial Advisors LLC2,721$418K0.1%+22.3%0.000%
8/15/2025State of Tennessee Department of Treasury194,602$29.92M0.1%-9.7%0.029%
8/15/2025Captrust Financial Advisors81,170$12.48M0.0%-1.1%0.012%
8/15/2025Keel Point LLC3,149$484K0.0%+7.1%0.000%
8/15/2025BROOKFIELD Corp ON 340,696$52.38M0.1%-8.2%0.051%
8/15/2025Vident Advisory LLC45,831$7.05M0.1%+8.8%0.007%
8/15/2025Tidal Investments LLC200,891$30.88M0.2%+11.4%0.030%
8/15/2025Smartleaf Asset Management LLC5,071$771K0.1%-12.7%0.001%
8/15/2025Snowden Capital Advisors LLC9,777$1.50M0.0%+2.8%0.001%
8/15/2025Royal London Asset Management Ltd.287,769$44.24M0.1%-1.8%0.043%
8/15/2025Rafferty Asset Management LLC78,732$12.10M0.0%+18.5%0.012%
8/15/2025Resolution Capital Ltd5,084,628$781.66M15.5%+3.6%0.760%
8/15/2025Oxford Financial Group LTD. LLC1,335$205K0.0%-6.1%0.000%
8/15/2025Orion Porfolio Solutions LLC24,043$3.70M0.0%+13.3%0.004%
8/15/2025MML Investors Services LLC44,486$6.84M0.0%+2.8%0.007%
8/15/2025Man Group plc34,897$5.37M0.0%+61.5%0.005%
8/15/2025Meiji Yasuda Asset Management Co Ltd.44,309$6.81M0.3%-16.2%0.007%
8/15/2025Modern Wealth Management LLC6,765$1.04M0.0%-81.7%0.001%
8/15/2025Lazard Asset Management LLC2,125$326K0.0%-69.1%0.000%
8/15/2025HRT Financial LP712,929$109.60M0.5%+327.7%0.107%
8/15/2025Hazelview Securities Inc.274,848$41.71M7.4%+6.3%0.041%
8/15/2025ICONIQ Capital LLC3,860$593K0.0%+39.2%0.001%
8/15/2025IHT Wealth Management LLC4,436$682K0.0%-15.0%0.001%
8/15/2025Great Valley Advisor Group Inc.3,788$582K0.0%-3.8%0.001%
8/15/2025Gallagher Fiduciary Advisors LLC8,813$1.36M0.0%-7.0%0.001%
8/15/2025EP Wealth Advisors LLC192,007$29.52M0.2%+6.0%0.029%
8/15/2025Engineers Gate Manager LP53,206$8.18M0.1%+56.7%0.008%
8/15/2025Benjamin Edwards Inc.13,058$2.01M0.0%+14.8%0.002%
8/15/2025BI Asset Management Fondsmaeglerselskab A S139,772$21.49M0.2%+121.7%0.021%
(Data available from 1/1/2016 forward)

WELL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WELL shares?

During the previous two years, 1,221 institutional investors and hedge funds held shares of Welltower. The most heavily invested institutionals were Vanguard Group Inc. ($13.19B), State Street Corp ($6.09B), Norges Bank ($4.90B), Cohen & Steers Inc. ($4.78B), Capital International Investors ($4.67B), Wellington Management Group LLP ($3.26B), and Bank of America Corp DE ($2.92B).Learn more on Welltower's institutional investors.

What percentage of Welltower's stock is owned by institutional investors?

94.80% of Welltower's stock is owned by institutional investors. Learn more on WELL's institutional investor holdings.

Which institutional investors have been buying Welltower's stock?

Of the 1,087 institutional investors that purchased Welltower's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($90.40M), Vanguard Group Inc. ($13.20M), Capital International Investors ($7.78M), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($7.23M), FMR LLC ($5.33M), Nuveen LLC ($4.97M), and Wellington Management Group LLP ($4.41M).

How much institutional buying is happening at Welltower?

Institutional investors have bought a total of 147,072,019 shares in the last 24 months. This purchase volume represents approximately $20.60B in transactions.

Which of Welltower's major shareholders have been selling company stock?

Of the 504 institutional investors that sold Welltower's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Vanguard Group Inc. ($12.51M), JPMorgan Chase & Co. ($5.08M), Canada Pension Plan Investment Board ($2.04M), Bank of America Corp DE ($1.36M), Legal & General Group Plc ($1.25M), Resolution Capital Ltd ($1.20M), and Marshall Wace LLP ($1.12M).

How much institutional selling is happening at Welltower?

Institutional investors have sold a total of 41,396,607 shares in the last 24 months. This volume of shares sold represents approximately $5.95B in transactions.


Related Companies

This page (NYSE:WELL) was last updated on 10/13/2025 by MarketBeat.com Staff
From Our Partners
URGENT: The Market's 3 Red Flags Are Flashing
Here’s the uncomfortable truth: The smartest investors in the world are already preparing for a crash befor...
StockEarnings | Sponsoredtc pixel
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsoredtc pixel
Capital Gains Tax Strategies for Seniors
Capital gains taxes can take a bite out of your retirement income—unless you have a smart strategy. From holdi...
SmartAsset | Sponsoredtc pixel
2013 miner reveals his trading system
While everyone else is gambling on meme coins or chasing the next "100x moonshot," our members are systematica...
Crypto Swap Profits | Sponsoredtc pixel
Bitcoin grabs headlines, but smart money likes this token
Bitcoin grabs headlines, but smart money likes this token My research team has identified the token positio...
Crypto 101 Media | Sponsoredtc pixel
Gold surges past $3,600 … but this has beat gold by 1,000x
Gold has surged past $3,600 an ounce — up 45% in the past year — but one veteran metals analyst says the real ...
Weiss Ratings | Sponsoredtc pixel
Claim Your Share of $5.39 BILLION in AI Equity Checks
The U.S. government just took advantage of Public Law 81-774 to crack down on AI companies... In turn, enfo...
Angel Publishing | Sponsoredtc pixel
If You Keep Cash In A U.S. Bank Account… Read This NOW
The Treasury Department just issued a stunning warning: U.S. banks could lose up to $6.6 trillion of custom...
Banyan Hill Publishing | Sponsoredtc pixel