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Welltower (WELL) Institutional Ownership

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$162.93 -4.36 (-2.60%)
As of 11:32 AM Eastern
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Institutional Ownership Changes (13F Filings) for Welltower (NYSE:WELL)

Current
Institutional Ownership
Percentage
94.80%
Number of
Institutional Buyers
(last 12 months)
865
Total
Institutional Inflows
(last 12 months)
$14.73B
Number of
Institutional Sellers
(last 12 months)
476
Total
Institutional Outflows
(last 12 months)
$5.43B
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WELL Institutional Buying and Selling by Quarter

Welltower Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/12/2025Handelsbanken Fonder AB303,290$46.63M0.2%-6.5%0.045%
8/12/2025Bank Julius Baer & Co. Ltd Zurich934$144K0.0%-10.1%0.000%
8/12/2025Prudential PLC152,492$23.44M0.1%+32.0%0.023%
8/12/2025Catalyst Funds Management Pty Ltd32,500$5.00M1.4%+54.0%0.005%
8/12/2025GDS Wealth Management56,064$8.62M0.6%+33.8%0.008%
8/12/2025Ensign Peak Advisors Inc179,450$27.59M0.0%+8.1%0.027%
8/12/2025Artisan Partners Limited Partnership469,952$72.25M0.1%N/A0.070%
8/12/2025Saturna Capital Corp5,195$799K0.0%N/A0.001%
8/11/2025Alteri Wealth LLC5,772$887K0.3%-16.6%0.001%
8/11/2025Dorsey Wright & Associates10,006$1.54M0.4%-4.3%0.001%
8/11/2025TD Waterhouse Canada Inc.3,108$471K0.0%-3.4%0.000%
8/11/2025Primecap Management Co. CA386,509$59.42M0.0%+878.5%0.058%
8/11/2025Greenland Capital Management LP14,290$2.20M0.2%-22.6%0.002%
8/11/2025Wealthspire Advisors LLC4,127$634K0.0%+12.2%0.001%
8/11/2025First American Trust FSB4,496$691K0.1%+2.8%0.001%
8/11/2025Empowered Funds LLC35,506$5.46M0.1%+140.1%0.005%
8/11/2025Vanguard Group Inc.85,786,487$13.19B0.2%-7.1%12.826%
8/11/2025Pinnacle Wealth Planning Services Inc.3,172$488K0.1%+42.0%0.000%
8/11/2025Frank Rimerman Advisors LLC9,719$1.49M0.1%-4.9%0.001%
8/11/2025Westover Capital Advisors LLC25,639$3.94M0.8%-11.1%0.004%
8/11/2025Mount Lucas Management LP11,014$1.69M0.7%-13.4%0.002%
8/11/2025Capital Square LLC8,102$1.26M0.7%+7.4%0.001%
8/11/2025Dorsey & Whitney Trust CO LLC5,169$795K0.0%+3.8%0.001%
8/11/2025Mosaic Family Wealth Partners LLC3,100$477K0.1%+24.0%0.000%
8/11/2025Citigroup Inc.831,543$127.83M0.1%-1.6%0.124%
8/11/2025Nomura Asset Management Co. Ltd.1,261,839$193.98M0.5%+6.6%0.189%
8/11/2025Duff & Phelps Investment Management Co.2,509,637$385.81M4.5%+1.3%0.375%
8/11/2025Raiffeisen Bank International AG17,833$2.74M0.0%-42.2%0.003%
8/11/2025Universal Beteiligungs und Servicegesellschaft mbH1,412,431$217.13M0.4%-2.2%0.211%
8/11/2025Westpac Banking Corp75,991$11.68M0.8%-10.4%0.011%
8/11/2025Western Wealth Management LLC1,839$283K0.0%+8.9%0.000%
8/11/2025Waratah Capital Advisors Ltd.135,788$20.88M0.6%N/A0.020%
8/8/2025 Rockefeller Capital Management L.P.61,377$9.44M0.0%-19.2%0.009%
8/8/2025 Kingsview Wealth Management LLC7,303$1.12M0.0%+29.9%0.001%
8/8/2025 Avantax Advisory Services Inc.43,032$6.62M0.0%+6.3%0.006%
8/8/2025 Westwood Holdings Group Inc.31,248$4.80M0.0%N/A0.005%
8/8/2025 Intech Investment Management LLC95,415$14.67M0.1%-36.0%0.014%
8/8/2025 Cetera Investment Advisers102,884$15.82M0.0%+4.7%0.015%
8/8/2025 Creative Planning180,225$27.71M0.0%+1.1%0.027%
8/8/2025 SG Americas Securities LLC19,681$3.03M0.0%+80.5%0.003%
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8/8/2025 Commonwealth of Pennsylvania Public School Empls Retrmt SYS564,639$86.80M0.4%+66.2%0.084%
8/8/2025 Foundations Investment Advisors LLC5,523$849K0.0%+1.4%0.001%
8/8/2025 Banco Bilbao Vizcaya Argentaria S.A.14,689$2.26M0.0%-4.2%0.002%
8/8/2025 Clearstead Trust LLC871$134K0.0%+25.3%0.000%
8/8/2025 Fiera Capital Corp2,902$446K0.0%N/A0.000%
8/8/2025Allianz SE8,250$1.27M0.0%-35.0%0.001%
8/8/2025 Good Life Advisors LLC5,554$854K0.1%-3.3%0.001%
8/8/2025 ABN Amro Investment Solutions10,327$1.59M0.0%N/A0.002%
8/8/2025 Cherokee Insurance Co1,600$246K0.1%N/A0.000%
8/8/2025 Candriam S.C.A.416,674$64.06M0.4%+2.6%0.062%
8/8/2025 Impax Asset Management Group plc18,416$2.83M0.0%-26.3%0.003%
8/8/2025 Police & Firemen s Retirement System of New Jersey99,421$15.28M0.1%+10.8%0.015%
8/8/2025 Bailard Inc.6,516$1.00M0.0%-3.2%0.001%
8/8/2025 Geode Capital Management LLC15,012,454$2.30B0.2%+5.1%2.245%
8/8/2025 PNC Financial Services Group Inc.218,060$33.52M0.0%-0.6%0.033%
8/8/2025 M&G PLC5,181$798K0.0%+106.9%0.001%
8/8/2025 Forsta AP Fonden199,300$30.64M0.2%+4.6%0.030%
8/8/2025 KBC Group NV848,919$130.50M0.4%+91.8%0.127%
8/8/2025 Mitsubishi UFJ Trust & Banking Corp502,837$77.30M0.2%-0.2%0.075%
8/8/2025 National Pension Service1,657,399$254.79M0.2%+8.2%0.248%
8/7/2025 CENTRAL TRUST Co70,520$10.84M0.3%-0.5%0.011%
8/7/2025 Ibex Wealth Advisors5,905$908K0.1%N/A0.001%
8/7/2025 Vise Technologies Inc.33,166$5.10M0.2%N/A0.005%
8/7/2025 Allworth Financial LP20,880$3.21M0.0%+243.8%0.003%
8/7/2025 Fidelis Capital Partners LLC4,636$783K0.1%+2.5%0.001%
8/7/2025 Hartford Funds Management Co LLC837$129K0.0%-83.3%0.000%
8/7/2025 ProShare Advisors LLC128,157$19.70M0.0%+10.0%0.019%
8/7/2025 Profund Advisors LLC8,298$1.28M0.0%+1.6%0.001%
8/7/2025 Zions Bancorporation National Association UT1,604$247K0.0%+4.2%0.000%
8/7/2025 Pinnacle Wealth Management Advisory Group LLC27,067$4.16M0.3%-4.3%0.004%
8/7/2025 Midwest Trust Co9,451$1.45M0.0%N/A0.001%
8/7/2025 Acadian Asset Management LLC373,021$57.34M0.1%-48.0%0.056%
8/7/2025 Sound View Wealth Advisors Group LLC14,218$2.19M0.2%+290.2%0.002%
8/7/2025 Campbell & CO Investment Adviser LLC2,536$390K0.0%-54.3%0.000%
8/7/2025 Mitsubishi UFJ Asset Management Co. Ltd.1,655,153$254.45M0.2%+9.0%0.247%
8/7/2025 Parkside Financial Bank & Trust1,865$287K0.0%+18.2%0.000%
8/7/2025Aviva PLC484,946$74.55M0.2%+11.5%0.073%
8/7/2025 Los Angeles Capital Management LLC43,403$6.67M0.0%+1.8%0.006%
8/6/2025 Prospera Financial Services Inc10,299$1.58M0.0%+5.9%0.002%
8/6/2025 AGF Management Ltd.60,835$9.35M0.0%+0.6%0.009%
8/6/2025 AE Wealth Management LLC3,013$463K0.0%+44.6%0.000%
8/6/2025 Paradigm Asset Management Co. LLC10,538$1.62M0.4%-2.8%0.002%
8/6/2025 Fox Run Management L.L.C.6,248$961K0.2%N/A0.001%
8/6/2025 Metis Global Partners LLC133,964$20.59M0.5%+24.4%0.020%
8/6/2025 Penserra Capital Management LLC6,824$1.05M0.0%-46.4%0.001%
8/6/2025 Wedbush Securities Inc.2,147$330K0.0%-12.2%0.000%
8/6/2025 Vestmark Advisory Solutions Inc.43,740$6.72M0.1%+134.9%0.007%
8/6/2025 Aew Capital Management L P1,283,280$197.28M10.4%-6.7%0.192%
8/6/2025 Cbre Investment Management Listed Real Assets LLC3,271,471$502.92M7.6%+8.6%0.489%
8/6/2025 Savant Capital LLC10,609$1.63M0.0%+8.2%0.002%
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8/6/2025 Modera Wealth Management LLC1,747$268K0.0%-18.8%0.000%
8/6/2025 Twin Capital Management Inc.19,185$2.95M0.3%+77.8%0.003%
8/6/2025 Soltis Investment Advisors LLC1,386$213K0.0%N/A0.000%
8/6/2025 Souders Financial Advisors2,673$411K0.1%+27.5%0.000%
8/6/2025 Cetera Trust Company N.A2,490$383K0.2%-12.6%0.000%
8/6/2025 Achmea Investment Management B.V.40,779$6.27M0.1%+84.0%0.006%
8/6/2025 Andra AP fonden16,345$2.51M0.0%-86.7%0.002%
8/6/2025 Resona Asset Management Co. Ltd.362,066$55.24M0.3%-3.3%0.054%
8/6/2025 Atlantic Union Bankshares Corp24,835$3.82M0.1%+204.4%0.004%
8/6/2025 Moors & Cabot Inc.3,609$555K0.0%-1.9%0.001%
(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, 1,189 institutional investors and hedge funds held shares of Welltower. The most heavily invested institutionals were Vanguard Group Inc. ($13.19B), Cohen & Steers Inc. ($4.78B), Capital International Investors ($4.67B), State Street Corp ($4.56B), Norges Bank ($3.94B), Wellington Management Group LLP ($3.26B), and Bank of America Corp DE ($2.36B).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 1,051 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 ($58.50M), 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 110,229,513 shares in the last 24 months. This purchase volume represents approximately $14.73B in transactions.

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

Of the 474 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), Marshall Wace LLP ($2.15M), Canada Pension Plan Investment Board ($2.04M), Legal & General Group Plc ($1.25M), Resolution Capital Ltd ($1.20M), and Daiwa Securities Group Inc. ($979.20K).

How much institutional selling is happening at Welltower?

Institutional investors have sold a total of 38,616,019 shares in the last 24 months. This volume of shares sold represents approximately $5.43B in transactions.



This page (NYSE:WELL) was last updated on 8/12/2025 by MarketBeat.com Staff
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