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Welltower (WELL) Institutional Ownership

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$152.50 +1.02 (+0.67%)
As of 03:58 PM Eastern

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

Current
Institutional Ownership
Percentage
94.80%
Number of
Institutional Buyers
(last 12 months)
753
Total
Institutional Inflows
(last 12 months)
$12.05B
Number of
Institutional Sellers
(last 12 months)
409
Total
Institutional Outflows
(last 12 months)
$2.63B
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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
4/30/2025M&T Bank Corp79,925$12.25M0.0%+1.4%0.012%
4/30/2025Stratos Wealth Partners LTD.7,626$1.17M0.0%-44.8%0.001%
4/30/2025May Hill Capital LLC1,306$200K0.1%N/A0.000%
4/30/2025Brown Advisory Inc.35,296$5.41M0.0%+1.2%0.005%
4/30/2025Highview Capital Management LLC DE 7,629$1.17M0.5%N/A0.001%
4/30/2025Crossmark Global Holdings Inc.26,705$4.09M0.1%-3.9%0.004%
4/29/2025U.S. Capital Wealth Advisors LLC58,712$9.00M0.3%-3.9%0.009%
4/29/2025Financial Counselors Inc.10,152$1.56M0.0%-1.2%0.002%
4/29/2025TD Private Client Wealth LLC1,931$296K0.0%+25.3%0.000%
4/29/2025Envestnet Asset Management Inc.458,734$70.28M0.0%+0.1%0.070%
4/29/2025Drake & Associates LLC13,216$2.03M0.6%+24.9%0.002%
4/29/2025Penserra Capital Management LLC12,740$1.95M0.0%+37.1%0.002%
4/29/2025Chilton Capital Management LLC111,418$17.07M0.7%-23.0%0.017%
4/29/2025Tradewinds LLC.8,575$1.31M0.4%-1.1%0.001%
4/29/2025Argentarii LLC21,491$3.29M1.6%+3.1%0.003%
4/29/2025Burke & Herbert Bank & Trust Co.5,680$870K0.2%-11.4%0.001%
4/29/2025Concurrent Investment Advisors LLC19,532$2.99M0.1%+1.9%0.003%
4/29/2025Braun Stacey Associates Inc.234,401$35.91M1.5%-5.6%0.036%
4/29/2025Bank of New York Mellon Corp3,890,121$596.01M0.1%+0.1%0.597%
4/29/2025World Investment Advisors2,400$368K0.0%+7.3%0.000%
4/29/2025Capital Investment Advisory Services LLC1,605$246K0.0%N/A0.000%
4/29/2025Impax Asset Management Group plc24,989$3.83M0.0%-9.3%0.004%
4/29/2025Strategic Blueprint LLC1,802$276K0.0%-4.7%0.000%
4/29/2025Kintegral Advisory LLC13,407$2.05M0.3%-32.9%0.002%
4/29/2025Catalyst Capital Advisors LLC527$81K0.0%N/A0.000%
4/29/2025SMART Wealth LLC2,682$411K0.1%N/A0.000%
4/29/2025IFM Investors Pty Ltd264,368$40.50M0.4%+2.6%0.041%
4/29/2025GF Fund Management CO. LTD.11,794$1.81M0.0%+4.9%0.002%
4/29/202544 Wealth Management LLC2,423$371K0.1%-4.2%0.000%
4/29/2025Calamos Advisors LLC118,271$18.12M0.1%+1.1%0.018%
4/29/2025Conning Inc.3,428$525K0.0%+4.6%0.001%
4/29/2025Onyx Bridge Wealth Group LLC1,485$228K0.0%N/A0.000%
4/29/2025Checchi Capital Advisers LLC11,003$1.69M0.1%+19.5%0.002%
4/29/2025Values Added Financial LLC1,443$221K0.1%N/A0.000%
4/28/2025 Summit Place Financial Advisors LLC24,210$3.71M2.1%-3.0%0.004%
4/28/2025 D.A. Davidson & CO.16,512$2.53M0.0%-3.6%0.003%
4/28/2025 Principal Financial Group Inc.11,462,416$1.76B1.0%-3.7%1.759%
4/28/2025 Mutual Advisors LLC3,504$515K0.0%+71.3%0.001%
4/28/2025 Oregon Public Employees Retirement Fund52,350$8.02M0.2%+3.2%0.008%
4/28/2025 Teacher Retirement System of Texas313,745$48.07M0.2%-41.8%0.048%
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4/28/2025 Pinnacle Financial Partners Inc1,496$229K0.0%N/A0.000%
4/28/2025 Arbor Capital Management Inc. ADV11,638$1.80M1.7%+1.5%0.002%
4/28/2025 Harbour Trust & Investment Management Co54,419$8.34M1.0%-2.3%0.008%
4/28/2025 Keybank National Association OH95,371$14.61M0.1%-3.9%0.015%
4/28/2025 DAVENPORT & Co LLC4,775$732K0.0%+2.2%0.001%
4/28/2025 Summit Trail Advisors LLC6,756$1.04M0.0%+61.4%0.001%
4/28/2025 Sumitomo Mitsui DS Asset Management Company Ltd218,590$33.49M0.3%+4.8%0.034%
4/28/2025 Cidel Asset Management Inc.1,499$230K0.0%-9.3%0.000%
4/28/2025 Vontobel Holding Ltd.24,605$3.77M0.0%+68.3%0.004%
4/25/2025 Mather Group LLC.2,296$352K0.0%+11.8%0.000%
4/25/2025 Alta Advisers Ltd2,833$434K0.2%+46.6%0.000%
4/25/2025 Smallwood Wealth Investment Management LLC185$28K0.0%N/A0.000%
4/25/2025 Advisors Management Group Inc. ADV53,967$8.27M1.8%-1.3%0.008%
4/25/2025 Koshinski Asset Management Inc.3,028$464K0.0%+13.5%0.000%
4/25/2025 Spinnaker Trust25,824$3.96M0.3%-17.2%0.004%
4/25/2025 Ameritas Advisory Services LLC6,626$953K0.0%-12.8%0.001%
4/25/2025 New York State Teachers Retirement System460,774$70.60M0.2%+0.8%0.071%
4/25/2025 Monument Capital Management3,447$528K0.2%-12.1%0.001%
4/25/2025 Amalgamated Bank118,696$18.19M0.2%+3.6%0.018%
4/25/2025 Avidian Wealth Enterprises LLC1,477$226K0.0%-37.3%0.000%
4/25/2025 Naviter Wealth LLC38,099$5.85M0.7%+3.6%0.006%
4/25/2025 Hutchens & Kramer Investment Management Group LLC3,422$524K0.3%-3.2%0.001%
4/25/2025 KBC Group NV442,530$67.80M0.2%+11.5%0.068%
4/25/2025 WestEnd Advisors LLC162,446$24.89M0.7%-4.8%0.025%
4/25/2025 Beacon Financial Planning Inc.27,893$4.27M2.5%+6.8%0.004%
4/25/2025 Sumitomo Mitsui Trust Group Inc.3,107,823$476.15M0.3%+0.0%0.477%
4/24/2025 Allspring Global Investments Holdings LLC52,125$8.04M0.0%+3.2%0.008%
4/24/2025 BSW Wealth Partners4,661$714K0.1%+61.1%0.001%
4/24/2025 Gold Investment Management Ltd.4,320$662K0.3%-3.7%0.001%
4/24/2025 Mirae Asset Global Investments Co. Ltd.162,032$24.86M0.1%+38.7%0.025%
4/24/2025 ZynergyRetirementPlanningLLC216$33K0.0%N/A0.000%
4/24/2025 Achmea Investment Management B.V.22,160$3.40M0.0%+42.5%0.003%
4/24/2025 Border to Coast Pensions Partnership Ltd350,000$53.62M1.1%-15.7%0.054%
4/24/2025 Legacy CG LLC32,131$4.92M1.6%+3.4%0.005%
4/24/2025 Diversified Trust Co28,711$4.40M0.1%+175.8%0.004%
4/24/2025 Board of the Pension Protection Fund1,000$153K0.2%-86.3%0.000%
4/24/2025 Perpetual Ltd23,554$3.61M0.0%-2.7%0.004%
4/24/2025 PDS Planning Inc3,699$567K0.0%+7.0%0.001%
4/24/2025 Investment Advisory Services Inc. TX ADV1,580$242K0.1%-6.0%0.000%
4/23/2025 Western Wealth Management LLC1,689$259K0.0%-29.1%0.000%
4/23/2025 Sequoia Financial Advisors LLC10,183$1.56M0.0%+11.5%0.002%
4/23/2025 Robeco Institutional Asset Management B.V.388,671$59.55M0.1%+4.8%0.060%
4/23/2025 Phillips Wealth Planners LLC1,552$221K0.2%N/A0.000%
4/23/2025 Perigon Wealth Management LLC3,986$611K0.0%+12.3%0.001%
4/23/2025 FFG Partners LLC44,225$6.78M2.8%N/A0.007%
4/23/2025 Golden State Wealth Management LLC1,894$290K0.0%+181.4%0.000%
4/23/2025 Bessemer Group Inc.7,723$1.18M0.0%-2.4%0.001%
4/23/2025 Golden State Equity Partners1,880$288K0.1%-17.2%0.000%
4/23/2025 Mattern Wealth Management LLC1,400$214K0.0%N/A0.000%
4/23/2025 Strategic Investment Advisors MI2,832$434K0.0%N/A0.000%
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The first 365 days of the Trump presidency… Will be the best time to get rich in American history.

If I’m right about this (like I was before) a modest $900 investment could grow to a life-changing a
4/23/2025 Moran Wealth Management LLC2,454$376K0.0%N/A0.000%
4/23/2025 Cornerstone Wealth Group LLC1,394$214K0.0%N/A0.000%
4/23/2025 Vectors Research Management LLC1,430$219K0.1%N/A0.000%
4/23/2025 Balboa Wealth Partners3,106$476K0.1%+23.1%0.000%
4/23/2025 Chevy Chase Trust Holdings LLC321,519$49.26M0.2%+2.8%0.049%
4/23/2025 YHB Investment Advisors Inc.2,079$319K0.0%N/A0.000%
4/23/2025 Legacy Advisors LLC1,844$283K0.0%+7.8%0.000%
4/23/2025 Asset Management One Co. Ltd.1,191,416$182.54M0.6%+4.2%0.183%
4/23/2025 Valmark Advisers Inc.2,316$355K0.0%+19.9%0.000%
4/23/2025 Oppenheimer & Co. Inc.29,667$4.55M0.1%+5.3%0.005%
(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, 1,099 institutional investors and hedge funds held shares of Welltower. The most heavily invested institutionals were Vanguard Group Inc. ($12.39B), Cohen & Steers Inc. ($4.78B), Capital International Investors ($4.67B), State Street Corp ($4.56B), BlackRock Inc. ($4.32B), Norges Bank ($3.94B), and Bank of America Corp DE ($2.36B).Learn more on WELL's institutional investors.

What percentage of Welltower stock is owned by institutional investors?

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

Which institutional investors have been buying Welltower stock?

Of the 954 institutional investors that purchased Welltower stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($58.50M), Capital International Investors ($14.59M), Vanguard Group Inc. ($13.20M), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($6.69M), Bank Julius Baer & Co. Ltd Zurich ($6.20M), FMR LLC ($5.90M), and BlackRock Inc. ($3.53M).

How much institutional buying is happening at Welltower?

Institutional investors have bought a total of 184,768,382 shares in the last 24 months. This purchase volume represents approximately $19.22B in transactions.

Which Welltower major shareholders have been selling company stock?

Of the 566 institutional investors that sold Welltower stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wellington Management Group LLP ($11.50M), Cohen & Steers Inc. ($6.42M), JPMorgan Chase & Co. ($4.68M), Daiwa Securities Group Inc. ($4.07M), Zimmer Partners LP ($3.06M), Deutsche Bank AG ($2.92M), and Marshall Wace LLP ($2.15M).

How much institutional selling is happening at Welltower?

Institutional investors have sold a total of 66,525,097 shares in the last 24 months. This volume of shares sold represents approximately $6.35B in transactions.



This page (NYSE:WELL) was last updated on 4/30/2025 by MarketBeat.com Staff
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