Welltower (WELL) Institutional Ownership

$109.77

+1.28 (+1.18%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 94.80%
Number of Institutional Buyers (last 12 months): 535
Total Institutional Inflows (last 12 months): $8.05B

Number of Institutional Sellers (last 12 months): 353
Total Institutional Outflows (last 12 months): $3.36B

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WELL Institutional Buying and Selling by Quarter

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Welltower Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Conning Inc.	3,120	$325K	0.0%	+5.1%	0.001%
7/26/2024	Checchi Capital Advisers LLC	9,310	$971K	0.0%	+2.1%	0.002%
7/26/2024	Harbour Investments Inc.	4,059	$423K	0.0%	+9.6%	0.001%
7/26/2024	Cambridge Investment Research Advisors Inc.	31,290	$3.26M	0.0%	-3.1%	0.005%
7/26/2024	Atomi Financial Group Inc.	4,354	$454K	0.0%	+42.8%	0.001%
7/26/2024	Gold Investment Management Ltd.	4,631	$483K	0.2%	-38.6%	0.001%
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7/26/2024	Allspring Global Investments Holdings LLC	55,401	$5.78M	0.0%	+3.1%	0.009%
7/26/2024	State of Michigan Retirement System	163,709	$17.07M	0.1%	+8.0%	0.027%
7/26/2024	Verdence Capital Advisors LLC	2,120	$221K	0.0%	N/A	0.000%
7/26/2024	Bank of New York Mellon Corp	4,026,158	$419.73M	0.1%	+3.6%	0.673%
7/25/2024	Cypress Capital Group	4,639	$484K	0.1%	-4.1%	0.001%
7/25/2024	Raymond James Trust N.A.	24,666	$2.57M	0.1%	+2.1%	0.004%
7/25/2024	Calamos Advisors LLC	119,823	$12.49M	0.1%	-3.5%	0.020%
7/25/2024	Northcape Wealth Management LLC	2,092	$218K	0.1%	N/A	0.000%
7/25/2024	Dodds Wealth LLC	6,422	$673K	0.3%	-14.7%	0.001%
7/25/2024	SNS Financial Group LLC	2,107	$220K	0.0%	N/A	0.000%
7/25/2024	Pinnacle Wealth Management Advisory Group LLC	29,151	$3.04M	0.3%	-0.8%	0.005%
7/25/2024	Spirit of America Management Corp NY	35,175	$3.67M	0.7%	+3.8%	0.006%
7/25/2024	Red Cedar Investment Management LLC	7,439	$776K	0.1%	-18.6%	0.001%
7/25/2024	Atlantic Union Bankshares Corp	8,000	$834K	0.1%	-4.2%	0.001%
7/24/2024	Family Firm Inc.	873	$91K	0.0%	N/A	0.000%
7/24/2024	Retirement Systems of Alabama	453,473	$47.28M	0.2%	+10.7%	0.076%
7/24/2024	Van Lanschot Kempen Investment Management N.V.	53,243	$5.55M	0.1%	+44.8%	0.009%
7/24/2024	Everhart Financial Group Inc.	5,215	$544K	0.1%	+7.1%	0.001%
7/24/2024	Premier Path Wealth Partners LLC	4,151	$433K	0.1%	N/A	0.001%
7/24/2024	American Financial Advisors LLC	13,609	$1.42M	0.2%	-4.4%	0.002%
7/24/2024	New York State Teachers Retirement System	456,768	$47.62M	0.1%	-0.1%	0.076%
7/24/2024	Louisiana State Employees Retirement System	33,800	$3.52M	0.1%	+5.0%	0.006%
7/24/2024	&PARTNERS	5,515	$575K	0.0%	+106.5%	0.001%
7/23/2024	GYL Financial Synergies LLC	19,114	$1.99M	0.2%	+2.8%	0.003%
7/23/2024	Harbour Trust & Investment Management Co	55,723	$5.81M	0.7%	+3.1%	0.009%
7/23/2024	Busey Bank	8,128	$847K	0.0%	-10.0%	0.001%
7/23/2024	Shelton Wealth Management LLC	2,141	$223K	0.1%	N/A	0.000%
7/23/2024	Caldwell Sutter Capital Inc.	2,535	$264K	0.1%	-5.6%	0.000%
7/23/2024	Fifth Third Wealth Advisors LLC	5,094	$531K	0.0%	N/A	0.001%
7/22/2024	Atria Wealth Solutions Inc.	16,212	$1.69M	0.0%	+13.9%	0.003%
7/22/2024	Fifth Third Bancorp	56,258	$5.87M	0.0%	+33.7%	0.009%
7/22/2024	Commerzbank Aktiengesellschaft FI	3,437	$359K	0.0%	+7.7%	0.001%
7/22/2024	Chevy Chase Trust Holdings LLC	327,973	$34.19M	0.1%	+6.5%	0.055%
7/22/2024	Sanibel Captiva Trust Company Inc.	10,179	$1.06M	0.0%	-2.6%	0.002%
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7/22/2024	LongView Wealth Management	5,258	$548K	0.2%	+2.8%	0.001%
7/22/2024	Carnegie Investment Counsel	7,948	$829K	0.0%	-2.0%	0.001%
7/22/2024	Dakota Wealth Management	7,955	$829K	0.0%	+14.9%	0.001%
7/20/2024	First Horizon Advisors Inc.	951	$99K	0.0%	+26.3%	0.000%
7/20/2024	Raymond James Financial Services Advisors Inc.	197,056	$20.54M	0.0%	+5.0%	0.033%
7/20/2024	Sara Bay Financial	6,007	$626K	0.3%	+12.2%	0.001%
7/20/2024	Nisa Investment Advisors LLC	323,537	$33.73M	0.2%	+4.5%	0.054%
7/19/2024	Pacific Sun Financial Corp	6,738	$702K	0.4%	-2.2%	0.001%
7/19/2024	Western Wealth Management LLC	2,026	$211K	0.0%	N/A	0.000%
7/19/2024	Sarasin & Partners LLP	33,962	$3.54M	0.0%	-5.6%	0.006%
7/19/2024	Raymond James & Associates	436,189	$45.47M	0.0%	-0.6%	0.073%
7/19/2024	TCW Group Inc.	135,135	$14.09M	0.1%	+43.1%	0.023%
7/19/2024	Sumitomo Mitsui Trust Holdings Inc.	2,622,524	$273.40M	0.2%	+5.9%	0.439%
7/19/2024	Sumitomo Life Insurance Co.	16,287	$1.70M	0.0%	-11.4%	0.003%
7/19/2024	Beacon Financial Planning Inc.	2,321	$242K	0.2%	N/A	0.000%
7/19/2024	Barnes Pettey Financial Advisors LLC	2,502	$261K	0.2%	-10.7%	0.000%
7/18/2024	Brookstone Capital Management	8,589	$917K	0.0%	-44.2%	0.001%
7/18/2024	Blue Trust Inc.	2,016	$210K	0.0%	+471.1%	0.000%
7/18/2024	TruNorth Capital Management LLC	261	$27K	0.0%	N/A	0.000%
7/18/2024	Verde Capital Management	14,832	$1.55M	0.5%	+23.2%	0.002%
7/18/2024	Triad Wealth Partners LLC	1,317	$137K	0.1%	N/A	0.000%
7/18/2024	Assenagon Asset Management S.A.	17,231	$1.80M	0.0%	+3.5%	0.003%
7/18/2024	Silver Lake Advisory LLC	3,119	$325K	0.1%	N/A	0.001%
7/18/2024	Swedbank AB	628,492	$65.52M	0.1%	-12.2%	0.105%
7/17/2024	Echo Wealth Management LLC	2,000	$208K	0.2%	N/A	0.000%
7/17/2024	Vanderbilt University	31,832	$3.32M	0.7%	+181.6%	0.005%
7/17/2024	Investment Advisory Services Inc. TX ADV	3,755	$391K	0.1%	-9.9%	0.001%
7/17/2024	Cigna Investments Inc. New	6,127	$639K	0.1%	+4.6%	0.001%
7/17/2024	180 Wealth Advisors LLC	2,732	$286K	0.0%	+9.0%	0.000%
7/17/2024	IAG Wealth Partners LLC	300	$31K	0.0%	-57.1%	0.000%
7/16/2024	Envestnet Portfolio Solutions Inc.	21,659	$2.26M	0.0%	+3.8%	0.004%
7/16/2024	PGGM Investments	2,328,566	$242.75M	3.5%	-3.7%	0.389%
7/16/2024	ORG Partners LLC	480	$50K	0.0%	N/A	0.000%
7/16/2024	Border to Coast Pensions Partnership Ltd	550,000	$57.36M	1.4%	-0.3%	0.092%
7/16/2024	Wealth Enhancement Advisory Services LLC	119,430	$12.45M	0.0%	+1.5%	0.020%
7/16/2024	AA Financial Advisors LLC	2,370	$247K	0.1%	N/A	0.000%
7/16/2024	Diversified Trust Co	9,534	$994K	0.0%	+141.1%	0.002%
7/16/2024	Friedenthal Financial	476	$50K	0.0%	N/A	0.000%
7/16/2024	Burke & Herbert Bank & Trust Co.	6,465	$674K	0.2%	N/A	0.001%
7/16/2024	M&G Plc	3,181	$331K	0.0%	N/A	0.001%
7/16/2024	Wedmont Private Capital	6,872	$716K	0.0%	+33.3%	0.001%
7/16/2024	Buckingham Capital Management Inc.	27,740	$2.89M	0.3%	+190.8%	0.005%
7/16/2024	Sequoia Financial Advisors LLC	7,493	$781K	0.0%	-2.4%	0.001%
7/15/2024	Dynamic Advisor Solutions LLC	3,082	$321K	0.0%	-17.1%	0.001%
7/15/2024	Transform Wealth LLC	80,863	$8.43M	0.6%	+14.1%	0.014%
7/15/2024	Bridge Creek Capital Management LLC	1,953	$204K	0.1%	N/A	0.000%
7/15/2024	Securian Asset Management Inc.	34,380	$3.58M	0.1%	+5.5%	0.006%
7/15/2024	Livforsakringsbolaget Skandia Omsesidigt	1,145	$119K	0.0%	+53.7%	0.000%
7/15/2024	Czech National Bank	113,938	$11.88M	0.1%	+17.0%	0.019%
7/12/2024	Carr Financial Group Corp	2,251	$235K	0.1%	N/A	0.000%
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7/12/2024	Bruce G. Allen Investments LLC	765	$80K	0.1%	+123.0%	0.000%
7/12/2024	SG Americas Securities LLC	102,907	$10.73M	0.1%	-41.8%	0.017%
7/12/2024	QRG Capital Management Inc.	55,333	$5.77M	0.1%	+4.8%	0.009%
7/12/2024	Tuttle Capital Management LLC	2,060	$214K	1.2%	N/A	0.000%
7/12/2024	Southland Equity Partners LLC	3,722	$388K	0.1%	-19.3%	0.001%
7/12/2024	Capital Investment Advisors LLC	19,191	$2.00M	0.0%	-3.7%	0.003%
7/11/2024	Manning & Napier Advisors LLC	141,643	$14.77M	0.2%	N/A	0.024%
7/11/2024	Clarius Group LLC	2,816	$294K	0.0%	-5.4%	0.000%
7/11/2024	Wesbanco Bank Inc.	13,242	$1.38M	0.1%	-1.0%	0.002%
7/10/2024	Simplicity Wealth LLC	12,155	$1.27M	0.0%	+0.9%	0.002%

(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, 892 institutional investors and hedge funds held shares of Welltower. The most heavily invested institutionals were Vanguard Group Inc. ($8.33B), BlackRock Inc. ($4.32B), Cohen & Steers Inc. ($3.68B), Capital International Investors ($2.73B), State Street Corp ($2.61B), Norges Bank ($2.45B), and Wellington Management Group LLP ($1.46B).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 761 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 ($27.20M), Capital International Investors ($14.27M), Vanguard Group Inc. ($12.26M), Principal Financial Group Inc. ($6.28M), Bank Julius Baer & Co. Ltd Zurich ($6.20M), Cohen & Steers Inc. ($6.09M), and BlackRock Inc. ($3.61M).

How much institutional buying is happening at Welltower?: Institutional investors have bought a total of 141,212,977 shares in the last 24 months. This purchase volume represents approximately $11.53B in transactions.
Which Welltower major shareholders have been selling company stock?: Of the 502 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 ($11.49M), Cohen & Steers Inc. ($6.30M), Deutsche Bank AG ($3.78M), Price T Rowe Associates Inc. MD ($3.60M), Zimmer Partners LP ($3.09M), Daiwa Securities Group Inc. ($2.37M), and JPMorgan Chase & Co. ($2.31M).
How much institutional selling is happening at Welltower?: Institutional investors have sold a total of 67,811,754 shares in the last 24 months. This volume of shares sold represents approximately $5.34B in transactions.