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Welltower (WELL) Institutional Ownership

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$151.14 +0.49 (+0.33%)
As of 05/20/2025 03:58 PM 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)
835
Total
Institutional Inflows
(last 12 months)
$13.79B
Number of
Institutional Sellers
(last 12 months)
443
Total
Institutional Outflows
(last 12 months)
$4.46B
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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
5/20/2025Intech Investment Management LLC149,197$22.86M0.2%-4.4%0.023%
5/20/2025 Focus Partners Wealth39,033$5.98M0.0%+5.8%0.006%
5/20/2025Integrity Alliance LLC.5,315$814K0.0%N/A0.001%
5/20/2025Anchor Investment Management LLC300$46K0.0%N/A0.000%
5/20/2025Plato Investment Management Ltd4,387$679K0.1%+42.7%0.001%
5/19/2025 Bayforest Capital Ltd1,226$188K0.1%+921.7%0.000%
5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC8,164,840$1.25B0.3%+7.0%1.249%
5/16/2025 Woodline Partners LP51,324$7.86M0.1%+45.1%0.008%
5/16/2025 Zurich Insurance Group Ltd FI622,580$95.39M0.8%N/A0.095%
5/16/2025 Empowered Funds LLC14,790$2.27M0.0%+31.7%0.002%
5/16/2025 MBB Public Markets I LLC2,153$330K0.0%N/A0.000%
5/16/2025 Ascent Group LLC26,186$4.01M0.2%N/A0.004%
5/16/2025 Meiji Yasuda Life Insurance Co20,280$3.11M0.1%-19.0%0.003%
5/16/2025 Meiji Yasuda Asset Management Co Ltd.52,906$8.11M0.3%-5.9%0.008%
5/16/2025 Great Lakes Advisors LLC3,081$472K0.0%-17.6%0.000%
5/16/2025 Signature Estate & Investment Advisors LLC1,451$222K0.0%-19.9%0.000%
5/16/2025 Fred Alger Management LLC66,177$10.14M0.1%+22.5%0.010%
5/16/2025 Challenger Wealth Management1,483$227K0.2%N/A0.000%
5/16/2025 Goldman Sachs Group Inc.4,728,921$724.52M0.1%+27.9%0.723%
5/16/2025 Adelante Capital Management LLC963,730$147.65M10.4%-17.7%0.147%
5/16/2025 Jones Financial Companies Lllp16,676$2.56M0.0%-72.7%0.003%
5/16/2025 Aberdeen Wealth Management LLC1,350$207K0.1%N/A0.000%
5/16/2025 Stance Capital LLC11,716$1.80M1.3%N/A0.002%
5/16/2025 UniSuper Management Pty Ltd397,676$60.93M0.5%+0.5%0.061%
5/16/2025 Uniplan Investment Counsel Inc.320,165$49.05M4.8%-6.7%0.049%
5/16/2025 Resolution Capital Ltd4,906,779$751.77M14.6%-14.9%0.750%
5/16/2025 Richwood Investment Advisors LLC6,570$1.01M0.9%-3.7%0.001%
5/16/2025 Rise Advisors LLC365$56K0.0%+23.3%0.000%
5/16/2025 Nissay Asset Management Corp Japan ADV164,190$25.16M0.2%+3.2%0.025%
5/16/2025 Nearwater Capital Markets Ltd120,000$18.39M0.5%N/A0.018%
5/16/2025 NewEdge Advisors LLC9,794$1.50M0.0%-1.4%0.001%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.87,406$13.39M0.0%+4.8%0.013%
5/16/2025 Integrated Wealth Concepts LLC6,732$1.03M0.0%+6.3%0.001%
5/16/2025 Gotham Asset Management LLC71,515$10.96M0.1%+8.6%0.011%
5/16/2025 DoubleLine ETF Adviser LP23,929$3.67M1.2%-31.4%0.004%
5/16/2025 Cinctive Capital Management LP48,884$7.49M0.6%-43.4%0.007%
5/16/2025 Boothbay Fund Management LLC110,356$16.91M0.5%+3,783.0%0.017%
5/16/2025 Banque Transatlantique SA3,009$426K0.0%N/A0.000%
5/16/2025 Alliancebernstein L.P.1,263,217$193.54M0.1%+10.8%0.193%
5/16/2025 AQR Capital Management LLC256,975$39.37M0.0%+4.5%0.039%
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5/16/2025 Advisors Asset Management Inc.57,810$8.86M0.2%+8.3%0.009%
5/16/2025 Alyeska Investment Group L.P.132,857$20.36M0.1%-77.2%0.020%
5/16/2025 Amundi3,798,128$578.95M0.2%+0.6%0.581%
5/16/2025 Adage Capital Partners GP L.L.C.505,606$77.46M0.1%-21.3%0.077%
5/15/2025 Federation des caisses Desjardins du Quebec22,420$3.44M0.0%-5.3%0.003%
5/15/2025 EP Wealth Advisors LLC181,143$27.75M0.2%+4,257.5%0.028%
5/15/2025 Cigna Investments Inc. New6,231$955K0.2%-1.3%0.001%
5/15/2025 Focus Partners Advisor Solutions LLC6,965$1.07M0.0%+22.2%0.001%
5/15/2025 FJ Capital Management LLC21,409$3.28M0.3%+10.7%0.003%
5/15/2025 Flputnam Investment Management Co.3,976$609K0.0%+3.4%0.001%
5/15/2025 Royal Bank of Canada784,212$120.15M0.0%-13.9%0.120%
5/15/2025 Retirement Planning Co of New England Inc.5,259$806K0.3%-1.8%0.001%
5/15/2025 Nomura Holdings Inc.151,771$23.25M0.0%+72.1%0.023%
5/15/2025 Saudi Central Bank245$38K0.2%N/A0.000%
5/15/2025 DRW Securities LLC7,058$1.08M0.0%N/A0.001%
5/15/2025 Brasada Capital Management LP37,927$5.81M1.1%+1.0%0.006%
5/15/2025 Twin Tree Management LP55,517$8.51M0.0%-10.6%0.008%
5/15/2025 Baird Financial Group Inc.10,136$1.55M0.0%-14.9%0.002%
5/15/2025 Pinnacle Wealth Planning Services Inc.2,234$342K0.1%+7.4%0.000%
5/15/2025 Vident Advisory LLC42,141$6.46M0.1%+38.5%0.006%
5/15/2025 Evergreen Capital Management LLC3,601$552K0.0%+4.0%0.001%
5/15/2025 The Manufacturers Life Insurance Company 407,375$62.41M0.1%+6.8%0.062%
5/15/2025 Canada Pension Plan Investment Board96,663$14.81M0.0%-92.1%0.015%
5/15/2025 WPG Advisers LLC221$34K0.0%N/A0.000%
5/15/2025 Lansforsakringar Fondforvaltning AB publ 201,503$30.87M0.2%-1.6%0.031%
5/15/2025 OMERS ADMINISTRATION Corp20,194$3.09M0.0%-14.0%0.003%
5/15/2025 BNP Paribas Financial Markets1,182,474$181.17M0.1%-3.3%0.181%
5/15/2025 Beck Bode LLC98,523$15.10M2.8%N/A0.015%
5/15/2025 D L Carlson Investment Group Inc.32,733$5.02M1.0%-4.0%0.005%
5/15/2025 Eisler Capital Management Ltd.58,402$8.95M0.1%N/A0.009%
5/14/2025 Truvestments Capital LLC271$41K0.0%N/A0.000%
5/14/2025 Wealth Preservation Advisors LLC173$27K0.0%N/A0.000%
5/14/2025 B. Metzler seel. Sohn & Co. AG30,251$4.64M0.0%-1.1%0.005%
5/14/2025 Guggenheim Capital LLC106,600$16.33M0.2%+71.1%0.016%
5/14/2025 CreativeOne Wealth LLC11,986$1.84M0.1%-8.6%0.002%
5/14/2025 Ieq Capital LLC25,641$3.93M0.0%+9.6%0.004%
5/14/2025 Warwick Investment Management Inc.2,005$307K0.1%N/A0.000%
5/14/2025 Gamco Investors INC. ET AL24,166$3.70M0.0%-2.4%0.004%
5/14/2025 Rafferty Asset Management LLC66,426$10.18M0.0%-14.7%0.010%
5/14/2025 FORA Capital LLC20,802$3.19M0.3%N/A0.003%
5/14/2025 Orion Capital Management LLC1,290$198K0.1%-39.2%0.000%
5/14/2025 Caisse DE Depot ET Placement DU Quebec175,058$26.82M0.1%-4.9%0.027%
5/14/2025 Corebridge Financial Inc.167,813$25.71M0.1%+1.2%0.026%
5/14/2025 Virtus Advisers LLC785$120K0.2%-91.1%0.000%
5/14/2025 Synovus Financial Corp6,508$997K0.0%+78.1%0.001%
5/14/2025 MetLife Investment Management LLC175,765$26.93M0.1%+0.8%0.027%
5/14/2025 ICONIQ Capital LLC2,773$425K0.0%+8.4%0.000%
5/14/2025 Jump Financial LLC11,077$1.70M0.0%N/A0.002%
5/14/2025 SVB Wealth LLC3,498$536K0.0%+8.3%0.001%
5/14/2025 Cbre Investment Management Listed Real Assets LLC3,013,247$461.66M7.1%+55.6%0.461%
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5/14/2025 APG Asset Management N.V.330,966$46.94M0.1%-0.4%0.051%
5/14/2025 Aew Capital Management L P1,375,868$210.80M10.3%-2.3%0.210%
5/14/2025 Northwestern Mutual Wealth Management Co.39,356$6.03M0.0%-2.6%0.006%
5/14/2025 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp119,084$18.25M0.1%+0.5%0.018%
5/14/2025 Groupe la Francaise75,908$11.38M0.2%+10.8%0.012%
5/14/2025 Sax Wealth Advisors LLC7,719$1.18M0.1%N/A0.001%
5/14/2025 APG Asset Management US Inc.1,420,826$219.02M1.7%+6.2%0.217%
5/14/2025 AlphaQuest LLC5,901$904K0.1%N/A0.001%
5/14/2025 Kestra Advisory Services LLC16,316$2.50M0.0%-7.4%0.002%
5/14/2025 Allstate Corp36,241$5.55M0.2%+8.0%0.006%
(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, 1,153 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 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 1,010 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 ($7.23M), Bank Julius Baer & Co. Ltd Zurich ($6.20M), FMR LLC ($5.33M), and Nuveen LLC ($4.97M).

How much institutional buying is happening at Welltower?

Institutional investors have bought a total of 201,495,188 shares in the last 24 months. This purchase volume represents approximately $22.20B in transactions.

Which Welltower major shareholders have been selling company stock?

Of the 591 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 ($10.87M), JPMorgan Chase & Co. ($7.08M), Cohen & Steers Inc. ($6.42M), Vanguard Group Inc. ($5.90M), Daiwa Securities Group Inc. ($3.73M), 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 72,080,280 shares in the last 24 months. This volume of shares sold represents approximately $7.78B in transactions.


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This page (NYSE:WELL) was last updated on 5/21/2025 by MarketBeat.com Staff
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