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Welltower (WELL) Institutional Ownership

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$161.39 +1.07 (+0.67%)
Closing price 07/22/2025 03:58 PM Eastern
Extended Trading
$161.29 -0.10 (-0.06%)
As of 06:48 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)
842
Total
Institutional Inflows
(last 12 months)
$14.10B
Number of
Institutional Sellers
(last 12 months)
451
Total
Institutional Outflows
(last 12 months)
$4.43B
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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
7/22/2025Belpointe Asset Management LLC3,922$603K0.0%N/A0.001%
7/22/2025Appleton Partners Inc. MA89,430$13.75M1.0%+9.6%0.014%
7/22/2025PUREfi Wealth LLC1,817$279K0.2%N/A0.000%
7/22/2025Cullinan Associates Inc.9,215$1.42M0.1%+8.9%0.001%
7/22/2025Valeo Financial Advisors LLC4,231$650K0.0%+15.1%0.001%
7/22/2025Knights of Columbus Asset Advisors LLC115,569$17.77M1.1%+5.1%0.018%
7/22/2025DAVENPORT & Co LLC5,957$916K0.0%+24.8%0.001%
7/22/2025Grimes & Company Inc.2,731$420K0.0%N/A0.000%
7/22/2025Merit Financial Group LLC27,861$4.28M0.0%+10.2%0.004%
7/22/2025Iron Horse Wealth Management LLC440$68K0.0%N/A0.000%
7/22/2025Clarius Group LLC2,228$343K0.0%-11.9%0.000%
7/22/2025Checchi Capital Advisers LLC10,742$1.65M0.1%-2.4%0.002%
7/22/2025AMF Tjanstepension AB15,754$2.43M0.0%-81.0%0.002%
7/22/2025LGT Fund Management Co Ltd.2,568$395K0.0%-75.5%0.000%
7/21/2025 NTV Asset Management LLC13,524$2.08M0.2%-6.2%0.002%
7/21/2025 Ameriflex Group Inc.506$78K0.0%-17.9%0.000%
7/21/2025 QRG Capital Management Inc.87,813$13.50M0.1%+5.5%0.013%
7/21/2025 Fortis Capital Advisors LLC3,913$602K0.1%N/A0.001%
7/21/2025 Jackson Wealth Management LLC3,185$490K0.1%N/A0.000%
7/21/2025 Stock Yards Bank & Trust Co.3,074$473K0.0%+3.3%0.000%
7/21/2025 Ascent Group LLC22,041$3.39M0.1%-15.8%0.003%
7/21/2025 Ameritas Advisory Services LLC5,710$878K0.0%-13.8%0.001%
7/21/2025 Vanderbilt University35,747$5.50M1.0%-7.0%0.005%
7/21/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management2,753$423K0.0%-29.3%0.000%
7/21/2025 Ashton Thomas Securities LLC3,357$516K0.1%N/A0.001%
7/21/2025 River Street Advisors LLC3,694$568K0.2%+5.4%0.001%
7/21/2025 OLD Second National Bank of Aurora14,370$2.21M0.5%-1.1%0.002%
7/21/2025 Mirae Asset Global Investments Co. Ltd.174,859$26.88M0.1%+7.9%0.027%
7/21/2025 Cornell Pochily Investment Advisors Inc.9,529$1.47M0.5%-5.8%0.001%
7/21/2025 J. Safra Sarasin Holding AG1,881$289K0.0%-90.1%0.000%
7/21/2025 ASR Vermogensbeheer N.V.61,695$9.48M0.1%+31.2%0.009%
7/21/2025 Riverview Trust Co400$61K0.1%-73.2%0.000%
7/18/2025 Gold Investment Management Ltd.2,515$386K0.1%-41.8%0.000%
7/18/2025 Vert Asset Management LLC133,425$20.51M7.5%-4.3%0.020%
7/18/2025 Consolidated Planning Corp51,270$7.88M1.0%+2.5%0.008%
7/18/2025 Robeco Institutional Asset Management B.V.403,359$62.01M0.1%+3.8%0.062%
7/18/2025 BSW Wealth Partners4,777$734K0.1%+2.5%0.001%
7/18/2025 USA Financial Formulas5,863$901K0.2%-14.4%0.001%
7/18/2025 SOA Wealth Advisors LLC.10,376$1.60M0.2%+10.5%0.002%
7/18/2025 Dogwood Wealth Management LLC5,364$814K0.4%-1.7%0.001%
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7/18/2025 First Pacific Financial25,249$3.88M0.6%+51,428.6%0.004%
7/18/2025 QTR Family Wealth LLC1,897$292K0.2%+11.3%0.000%
7/18/2025 Trust Co. of Vermont422$65K0.0%+124.5%0.000%
7/18/2025 Childress Capital Advisors LLC2,486$382K0.1%+16.7%0.000%
7/18/2025 PFG Investments LLC8,307$1.28M0.1%-4.7%0.001%
7/18/2025 LBP AM SA24,971$3.84M0.1%N/A0.004%
7/18/2025 O ROURKE & COMPANY Inc14,937$2.30M1.1%-1.2%0.002%
7/18/2025 Liberty Capital Management Inc.16,434$2.53M0.5%-0.6%0.003%
7/18/2025 PGGM Investments2,662,087$409.24M7.1%+0.8%0.407%
7/18/2025 Truist Financial Corp49,912$7.67M0.0%+9.0%0.008%
7/18/2025 Union Bancaire Privee UBP SA12,540$1.93M0.0%N/A0.002%
7/17/2025 Greenleaf Trust9,721$1.49M0.0%-5.1%0.001%
7/17/2025 Capital Investment Advisors LLC17,178$2.64M0.0%-0.4%0.003%
7/17/2025 HB Wealth Management LLC12,547$1.93M0.0%+2.1%0.002%
7/17/2025 Janney Montgomery Scott LLC77,186$11.87M0.0%+2.3%0.012%
7/17/2025 Venture Visionary Partners LLC80,572$12.39M0.5%-5.9%0.012%
7/17/2025 Moss Adams Wealth Advisors LLC1,585$244K0.0%+19.7%0.000%
7/17/2025 GC Wealth Management RIA LLC27,574$4.24M0.3%+11.0%0.004%
7/17/2025 V Square Quantitative Management LLC18,976$2.92M0.4%-3.2%0.003%
7/17/2025 Sound Income Strategies LLC185$28K0.0%-28.3%0.000%
7/17/2025 Capital Insight Partners LLC3,500$538K0.1%N/A0.001%
7/17/2025 Beacon Capital Management LLC951$146K0.0%-7.9%0.000%
7/17/2025 Guyasuta Investment Advisors Inc.2,524$388K0.0%+21.7%0.000%
7/17/2025 Western Financial Corp CA11,674$1.80M1.0%N/A0.002%
7/16/2025 Advisors Management Group Inc. ADV53,306$8.20M1.5%-1.2%0.008%
7/16/2025 Signaturefd LLC11,368$1.75M0.0%+5.6%0.002%
7/16/2025 ORG Partners LLC581$88K0.0%+21.8%0.000%
7/16/2025 State of Alaska Department of Revenue390,532$60.03M0.6%+4.0%0.060%
7/16/2025 Patton Fund Management Inc.21,846$3.36M2.4%-45.0%0.003%
7/16/2025 True North Advisors LLC1,512$232K0.0%-13.2%0.000%
7/16/2025 ST Germain D J Co. Inc.4,466$687K0.0%+86.7%0.001%
7/16/2025 Congress Asset Management Co.578,845$88.99M0.6%N/A0.089%
7/16/2025 Hartford Investment Management Co.37,535$5.77M0.2%+0.9%0.006%
7/16/2025 Morangie Management LLC5,017$771K0.7%N/A0.001%
7/16/2025 Register Financial Advisors LLC2,034$313K0.1%-9.6%0.000%
7/16/2025 MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH986$152K0.0%N/A0.000%
7/16/2025 Perigon Wealth Management LLC4,925$757K0.0%+23.6%0.001%
7/15/2025 Jeppson Wealth Management LLC9,363$1.44M0.5%-1.7%0.001%
7/15/2025 Beacon Financial Planning Inc.27,275$4.19M2.3%-2.2%0.004%
7/15/2025 TD Private Client Wealth LLC2,924$450K0.0%+51.4%0.000%
7/15/2025 Carr Financial Group Corp1,742$268K0.1%-12.0%0.000%
7/15/2025 Public Employees Retirement System of Ohio1,152,310$177.15M0.6%+3.8%0.176%
7/15/2025 Sara Bay Financial5,146$791K0.3%-3.4%0.001%
7/15/2025 Ballentine Partners LLC9,739$1.50M0.0%+9.1%0.001%
7/15/2025 Cigna Investments Inc. New6,421$987K0.2%+3.0%0.001%
7/15/2025 Fifth Third Bancorp84,905$13.05M0.0%+5.5%0.013%
7/15/2025 Forte Capital LLC ADV19,170$2.95M0.3%+0.4%0.003%
7/15/2025 SJS Investment Consulting Inc.1,009$155K0.0%+7.8%0.000%
7/15/2025 Focused Wealth Management Inc1,358$209K0.0%-33.5%0.000%
7/15/2025 Family Wealth Partners LLC2,104$323K0.1%N/A0.000%
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7/14/2025 Argentarii LLC21,102$3.24M1.5%-1.8%0.003%
7/14/2025 Golden State Equity Partners2,211$340K0.1%+17.6%0.000%
7/14/2025 Lederer & Associates Investment Counsel CA4,696$722K0.5%N/A0.001%
7/14/2025 Foster Group Inc.1,894$291K0.0%+5.0%0.000%
7/14/2025 GAMMA Investing LLC12,340$1.90M0.1%+8.8%0.002%
7/14/2025 U.S. Capital Wealth Advisors LLC58,237$8.95M0.3%-0.8%0.009%
7/14/2025 Painted Porch Advisors LLC2,189$337K0.1%-14.0%0.000%
7/14/2025 Southland Equity Partners LLC3,911$601K0.1%-8.5%0.001%
7/14/2025 Border to Coast Pensions Partnership Ltd325,000$49.96M0.9%-7.1%0.050%
7/14/2025 Avanza Fonder AB64,404$9.90M0.3%+7.0%0.010%
(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, 1,175 institutional investors and hedge funds held shares of Welltower. The most heavily invested institutionals were Vanguard Group Inc. ($14.16B), Cohen & Steers Inc. ($4.78B), Capital International Investors ($4.67B), State Street Corp ($4.56B), BlackRock Inc. ($4.32B), Norges Bank ($3.94B), and Wellington Management Group LLP ($3.26B).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 1,034 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), Capital International Investors ($14.59M), Vanguard Group Inc. ($13.20M), 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 106,692,154 shares in the last 24 months. This purchase volume represents approximately $14.10B in transactions.

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

Of the 451 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. ($5.90M), JPMorgan Chase & Co. ($5.08M), Marshall Wace LLP ($2.15M), Canada Pension Plan Investment Board ($2.04M), Daiwa Securities Group Inc. ($1.70M), Legal & General Group Plc ($1.25M), and Resolution Capital Ltd ($1.20M).

How much institutional selling is happening at Welltower?

Institutional investors have sold a total of 32,756,555 shares in the last 24 months. This volume of shares sold represents approximately $4.43B in transactions.



This page (NYSE:WELL) was last updated on 7/23/2025 by MarketBeat.com Staff
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