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Welltower (WELL) Institutional Ownership

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$172.56 +5.14 (+3.07%)
Closing price 03:59 PM Eastern
Extended Trading
$172.28 -0.28 (-0.16%)
As of 04:42 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.
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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)
897
Total
Institutional Inflows
(last 12 months)
$20.60B
Number of
Institutional Sellers
(last 12 months)
505
Total
Institutional Outflows
(last 12 months)
$5.92B
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WELL Institutional Buying and Selling by Quarter

Welltower Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/22/2025Caldwell Trust Co410$63K0.0%N/A0.000%
9/12/2025 Valeo Financial Advisors LLC4,405$677K0.0%+19.8%0.001%
9/4/2025 Osaic Holdings Inc.76,869$11.83M0.0%+18.8%0.011%
8/29/2025 Centaurus Financial Inc.12,892$1.98M0.1%-22.8%0.002%
8/27/2025 Orion Porfolio Solutions LLC24,044$3.70M0.0%+13.3%0.004%
8/26/2025 Thrivent Financial for Lutherans122,418$18.82M0.0%-0.8%0.018%
8/26/2025 MASTERINVEST Kapitalanlage GmbH17,911$2.75M0.3%N/A0.003%
8/25/2025 Neuberger Berman Group LLC778,419$119.67M0.1%+15.1%0.116%
8/22/2025 Stance Capital LLC15,992$2.46M0.9%+36.5%0.002%
8/20/2025 Kentucky Retirement Systems39,498$6.07M0.2%-6.1%0.006%
8/20/2025 Kentucky Retirement Systems Insurance Trust Fund16,764$2.58M0.2%-6.5%0.003%
8/19/2025 B. Riley Wealth Advisors Inc.2,808$432K0.0%N/A0.000%
8/19/2025 Newbridge Financial Services Group Inc.307$47K0.0%+39.5%0.000%
8/19/2025 Marex Group plc8,200$1.26M0.0%N/A0.001%
8/19/2025 Advisory Services Network LLC2,243$370K0.0%-13.5%0.000%
8/18/2025 Finward Bancorp5,718$879K0.7%-4.3%0.001%
8/18/2025 Nomura Holdings Inc.19,659$3.02M0.0%-87.0%0.003%
8/18/2025 Hollencrest Capital Management215$33K0.0%-72.5%0.000%
8/18/2025 Westwood Holdings Group Inc.31,248$4.80M0.0%N/A0.005%
8/18/2025 National Bank of Canada FI644,568$99.09M0.1%-7.2%0.096%
8/16/2025 Public Sector Pension Investment Board127,851$19.66M0.1%-21.5%0.019%
8/16/2025 Evergreen Capital Management LLC3,823$588K0.0%+6.2%0.001%
8/15/2025 Strategic Investment Advisors MI3,111$478K0.0%+9.9%0.000%
8/15/2025 CANADA LIFE ASSURANCE Co1,477,832$227.23M0.4%+5.2%0.221%
8/15/2025 44 Wealth Management LLC2,527$388K0.1%+4.3%0.000%
8/15/2025 Adelante Capital Management LLC981,590$150.90M10.6%+1.9%0.147%
8/15/2025 Tower Research Capital LLC TRC 52,025$8.00M0.2%+43.0%0.008%
8/15/2025 MUFG Securities EMEA plc1,836$282K0.0%N/A0.000%
8/15/2025 Corient Private Wealth LLC80,889$12.45M0.0%+79.0%0.012%
8/15/2025 Florida Financial Advisors LLC2,721$418K0.1%+22.3%0.000%
8/15/2025 State of Tennessee Department of Treasury194,602$29.92M0.1%-9.7%0.029%
8/15/2025 Captrust Financial Advisors81,170$12.48M0.0%-1.1%0.012%
8/15/2025 Keel Point LLC3,149$484K0.0%+7.1%0.000%
8/15/2025 BROOKFIELD Corp ON 340,696$52.38M0.1%-8.2%0.051%
8/15/2025 Vident Advisory LLC45,831$7.05M0.1%+8.8%0.007%
8/15/2025 Tidal Investments LLC200,891$30.88M0.2%+11.4%0.030%
8/15/2025 Smartleaf Asset Management LLC5,071$771K0.1%-12.7%0.001%
8/15/2025 Snowden Capital Advisors LLC9,777$1.50M0.0%+2.8%0.001%
8/15/2025 Royal London Asset Management Ltd.287,769$44.24M0.1%-1.8%0.043%
8/15/2025 Rafferty Asset Management LLC78,732$12.10M0.0%+18.5%0.012%
8/15/2025 Resolution Capital Ltd5,084,628$781.66M15.5%+3.6%0.760%
8/15/2025 Oxford Financial Group LTD. LLC1,335$205K0.0%-6.1%0.000%
8/15/2025 Orion Porfolio Solutions LLC24,043$3.70M0.0%+13.3%0.004%
8/15/2025 MML Investors Services LLC44,486$6.84M0.0%+2.8%0.007%
8/15/2025 Man Group plc34,897$5.37M0.0%+61.5%0.005%
8/15/2025 Meiji Yasuda Asset Management Co Ltd.44,309$6.81M0.3%-16.2%0.007%
8/15/2025 Modern Wealth Management LLC6,765$1.04M0.0%-81.7%0.001%
8/15/2025 Lazard Asset Management LLC2,125$326K0.0%-69.1%0.000%
8/15/2025 HRT Financial LP712,929$109.60M0.5%+327.7%0.107%
8/15/2025 Hazelview Securities Inc.274,848$41.71M7.4%+6.3%0.041%
8/15/2025 ICONIQ Capital LLC3,860$593K0.0%+39.2%0.001%
8/15/2025 IHT Wealth Management LLC4,436$682K0.0%-15.0%0.001%
8/15/2025 Great Valley Advisor Group Inc.3,788$582K0.0%-3.8%0.001%
8/15/2025 Gallagher Fiduciary Advisors LLC8,813$1.36M0.0%-7.0%0.001%
8/15/2025 EP Wealth Advisors LLC192,007$29.52M0.2%+6.0%0.029%
8/15/2025 Engineers Gate Manager LP53,206$8.18M0.1%+56.7%0.008%
8/15/2025 Benjamin Edwards Inc.13,058$2.01M0.0%+14.8%0.002%
8/15/2025 BI Asset Management Fondsmaeglerselskab A S139,772$21.49M0.2%+121.7%0.021%
8/15/2025 BNP Paribas Financial Markets531,578$81.72M0.0%-55.0%0.079%
8/15/2025 Boothbay Fund Management LLC42,264$6.50M0.1%-61.7%0.006%
8/15/2025 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp102,022$15.68M0.1%-14.3%0.015%
8/15/2025 Blue Capital Inc.15,128$2.33M1.6%N/A0.002%
8/15/2025 Brevan Howard Capital Management LP169,844$26.11M0.1%+255.8%0.025%
8/15/2025 Balyasny Asset Management L.P.1,241,145$190.80M0.3%+241.5%0.186%
8/15/2025 Bamco Inc. NY1,228,446$188.85M0.5%-7.1%0.184%
8/15/2025 Bank of America Corp DE19,011,127$2.92B0.2%-6.7%2.842%
8/15/2025 Adage Capital Partners GP L.L.C.569,006$87.47M0.1%+12.5%0.085%
8/15/2025 AQR Capital Management LLC436,550$66.26M0.1%+69.9%0.065%
8/15/2025 Ameriprise Financial Inc.2,858,277$434.57M0.1%+7.9%0.427%
8/14/2025 California State Teachers Retirement System1,018,677$156.60M0.2%+4.8%0.152%
8/14/2025 Raymond James Financial Inc.774,904$119.13M0.0%+7.2%0.116%
8/14/2025 Worldquant Millennium Advisors LLC364,059$55.97M0.3%+491.4%0.054%
8/14/2025 Transamerica Financial Advisors LLC20,957$3.22M0.3%N/A0.003%
8/14/2025 Canada Pension Plan Investment Board399,941$61.48M0.1%+313.7%0.060%
8/14/2025 FJ Capital Management LLC28,454$4.37M0.5%+32.9%0.004%
8/14/2025 Quantinno Capital Management LP81,269$12.49M0.1%+32.9%0.012%
8/14/2025 DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main6,416,565$986.42M1.0%+1.4%0.959%
8/14/2025 Alliancebernstein L.P.1,290,141$198.33M0.1%+2.1%0.193%
8/14/2025 Peapack Gladstone Financial Corp43,225$6.65M0.1%-3.0%0.006%
8/14/2025 Ieq Capital LLC20,350$3.13M0.0%-20.6%0.003%
8/14/2025 Treasurer of the State of North Carolina306,059$47.05M0.2%+8.5%0.046%
8/14/2025 The Manufacturers Life Insurance Company 399,799$61.46M0.1%-1.9%0.060%
8/14/2025 CIBC Asset Management Inc86,116$13.24M0.0%-8.0%0.013%
8/14/2025 Sei Investments Co.2,524,323$388.06M0.4%-1.8%0.377%
8/14/2025 Nebula Research & Development LLC3,625$557K0.0%-73.9%0.001%
8/14/2025 NewEdge Advisors LLC12,435$1.91M0.0%+27.0%0.002%
8/14/2025 Investment Management Corp of Ontario36,845$5.66M0.1%+109.2%0.006%
8/14/2025 AXA S.A.535,170$82.27M0.2%+15.6%0.080%
8/14/2025 GRS Advisors LLC246,231$37.85M3.6%-58.2%0.037%
8/14/2025 State Street Corp39,616,289$6.09B0.2%+4.6%5.923%
8/14/2025 Daiwa Securities Group Inc.5,351,531$822.69M3.0%-1.6%0.800%
8/14/2025 Prestige Wealth Management Group LLC8,376$1.29M0.3%+1.0%0.001%
8/14/2025 SVB Wealth LLC2,067$318K0.0%-40.9%0.000%
8/14/2025 L2 Asset Management LLC2,933$451K0.1%+10.6%0.000%
8/14/2025 Natixis253,803$39.02M0.2%+16.0%0.038%
8/14/2025 Ossiam15,477$2.38M0.0%-23.9%0.002%
8/14/2025 Bank of Nova Scotia96,728$14.87M0.0%+35.4%0.014%
8/14/2025 California Public Employees Retirement System1,749,978$269.02M0.2%-4.5%0.262%
8/14/2025 Cerity Partners LLC234,918$36.11M0.1%+2.8%0.035%
8/14/2025 Federated Hermes Inc.196,453$30.20M0.1%+193.5%0.029%
(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, 1,212 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 1,077 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 147,177,480 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 505 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 41,200,312 shares in the last 24 months. This volume of shares sold represents approximately $5.92B in transactions.


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This page (NYSE:WELL) was last updated on 9/23/2025 by MarketBeat.com Staff
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