Welltower (WELL) Institutional Ownership

$235.44 -0.27 (-0.11%)

Closing price 09/11/2026 03:58 PM Eastern

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$235.45 +0.01 (+0.00%)

As of 09/11/2026 07:45 PM Eastern

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Current Institutional Ownership Percentage: 94.80%
Number of Institutional Buyers (last 12 months): 1019
Total Institutional Inflows (last 12 months): $82.68B

Number of Institutional Sellers (last 12 months): 515
Total Institutional Outflows (last 12 months): $8.13B

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WELL Institutional Buying and Selling by Quarter

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
9/9/2026	The Manufacturers Life Insurance Company	403,898	$91.67M	0.0%	-4.2%	0.056%
9/9/2026	Sequoia Financial Advisors LLC	19,901	$4.52M	0.0%	+2.2%	0.003%
9/9/2026	IPG Investment Advisors LLC	8,302	$1.88M	0.3%	N/A	0.001%
9/9/2026	MCF Advisors LLC	735	$167K	0.0%	+26.5%	0.000%
9/9/2026	Scholtz & Company LLC	930	$211K	0.1%	N/A	0.000%
9/9/2026	National Pension Service	2,015,067	$457.36M	0.3%	+3.2%	0.280%
9/9/2026	Capital Analysts LLC	2,405	$546K	0.0%	-2.3%	0.000%
9/9/2026	Pinnacle Wealth Management Advisory Group LLC	26,066	$5.92M	0.4%	-0.2%	0.004%
9/9/2026	Integrated Wealth Concepts LLC	10,374	$2.36M	0.0%	-2.0%	0.001%
9/9/2026	RFG Advisory LLC	1,640	$372K	0.0%	+12.9%	0.000%
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9/9/2026	NewEdge Advisors LLC	238,162	$54.06M	0.2%	+13.0%	0.033%
9/9/2026	IFP Advisors Inc	4,887	$1.11M	0.0%	+10.2%	0.001%
9/9/2026	Baird Financial Group Inc.	10,165	$2.31M	0.0%	+4.1%	0.001%
9/9/2026	Stableford Capital II LLC	5,272	$1.20M	0.4%	-2.0%	0.001%
9/8/2026	Allworth Financial LP	18,436	$4.18M	0.0%	-9.0%	0.003%
9/8/2026	Arizona State Retirement System	195,494	$44.37M	0.2%	+4.0%	0.027%
9/8/2026	West Family Investments Inc.	2,569	$583K	0.2%	+1.9%	0.000%
9/8/2026	Waverly Advisors LLC	31,880	$7.24M	0.0%	-6.1%	0.004%
9/8/2026	Nykredit A S	324,783	$73.72M	0.2%	N/A	0.045%
9/4/2026	Parkside Financial Bank & Trust	2,233	$507K	0.0%	+9.8%	0.000%
9/2/2026	Range Advisory LLC	1,360	$309K	0.0%	-5.0%	0.000%
8/28/2026	Cornerstone Financial Management LLC	1,318	$299K	0.2%	+3.5%	0.000%
8/27/2026	Corient Private Wealth LP	101,833	$23.11M	0.0%	-6.7%	0.014%
8/26/2026	Amundi	5,339,664	$1.21B	0.3%	+60.3%	0.741%
8/26/2026	HighTower Advisors LLC	95,382	$21.65M	0.0%	-5.4%	0.013%
8/25/2026	Groupe la Francaise	63,338	$14.38M	0.2%	-4.4%	0.009%
8/25/2026	VIRGINIA RETIREMENT SYSTEMS ET Al	277,967	$63.09M	0.4%	N/A	0.039%
8/24/2026	California State Teachers Retirement System	244,081,495	$55.40B	0.2%	+23,475.4%	33.865%
8/23/2026	Ameritas Advisory Services LLC	6,315	$1.43M	0.0%	+75.5%	0.001%
8/23/2026	Wedmont Private Capital	9,931	$2.30M	0.1%	+4.3%	0.001%
8/23/2026	Kintra Wealth LLC	2,776	$651K	0.0%	+11.2%	0.000%
8/23/2026	Widmann Financial Services Inc.	3,521	$799K	0.4%	+242.2%	0.000%
8/23/2026	HB Wealth Management LLC	18,444	$4.19M	0.0%	+3.3%	0.003%
8/23/2026	Nilsine Partners LLC	17,946	$4.07M	0.3%	-0.9%	0.002%
8/23/2026	Saudi Central Bank	49,317	$11.19M	0.1%	+94.7%	0.007%
8/23/2026	Angeles Wealth Management LLC	3,196	$725K	0.0%	+3.3%	0.000%
8/23/2026	Azimuth Capital Investment Management LLC	43,391	$9.85M	0.3%	-0.4%	0.006%
8/22/2026	Compass Financial Management LLC	390	$90K	0.0%	N/A	0.000%
8/22/2026	AlphaGrep UK Ltd	3,634	$825K	0.2%	N/A	0.001%
8/22/2026	Markowski Investments	5,720	$1.30M	0.3%	N/A	0.001%
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8/22/2026	Munich Reinsurance Co Stock Corp in Munich	787	$179K	0.0%	-39.8%	0.000%
8/22/2026	MOR Wealth Management LLC	2,969	$674K	0.3%	N/A	0.000%
8/22/2026	SMART Wealth LLC	2,010	$456K	0.1%	N/A	0.000%
8/22/2026	Valued Retirements Inc.	4,238	$962K	0.8%	+6.7%	0.001%
8/22/2026	Raiffeisen Bank International AG	21,369	$4.87M	0.1%	+23.5%	0.003%
8/22/2026	Syon Capital LLC	5,908	$1.34M	0.1%	+6.1%	0.001%
8/22/2026	TD Waterhouse Canada Inc.	65,218	$15.02M	0.0%	+11.8%	0.009%
8/22/2026	Concurrent Investment Advisors LLC	24,143	$5.48M	0.0%	+6.9%	0.003%
8/22/2026	NEOS Investment Management LLC	248,161	$56.33M	0.2%	+12.6%	0.034%
8/22/2026	Power Wealth Management LLC	1,076	$244K	0.1%	N/A	0.000%
8/21/2026	Beacon Capital Management LLC	958	$217K	0.0%	N/A	0.000%
8/21/2026	Paragon Private Wealth Management LLC	979	$222K	0.1%	N/A	0.000%
8/21/2026	Continuum Advisory LLC	3,117	$707K	0.1%	-44.8%	0.000%
8/21/2026	Nykredit A S	372,430	$84.53M	0.3%	N/A	0.052%
8/21/2026	InTrack Investment Management Inc	1,420	$322K	0.2%	N/A	0.000%
8/21/2026	B. Metzler seel. Sohn & Co. AG	59,902	$13.60M	0.1%	+55.3%	0.008%
8/21/2026	Emergent Wealth Advisors LLC	8,069	$1.82M	1.0%	+1.5%	0.001%
8/21/2026	Natural Investments LLC	1,673	$379K	0.1%	+3.0%	0.000%
8/21/2026	Beacon Financial Advisory LLC	990	$225K	0.0%	N/A	0.000%
8/21/2026	Symphony Financial Ltd. Co.	1,187	$270K	0.0%	N/A	0.000%
8/21/2026	Independence Bank of Kentucky	116	$26K	0.0%	-75.4%	0.000%
8/20/2026	Proficio Capital Partners LLC	4,862	$1.10M	0.0%	N/A	0.001%
8/20/2026	Clifford Swan Investment Counsel LLC	1,612	$366K	0.0%	-3.6%	0.000%
8/20/2026	JNBA Financial Advisors	458	$104K	0.0%	+129.0%	0.000%
8/20/2026	Quantitative Investment Management LLC	10,943	$2.48M	0.3%	+127.6%	0.002%
8/20/2026	Ancora Advisors LLC	7,005	$1.59M	0.0%	-5.1%	0.001%
8/20/2026	Moore Capital Management LP	90,277	$20.49M	0.3%	N/A	0.013%
8/20/2026	Sigma Planning Corp	8,406	$1.91M	0.0%	-2.0%	0.001%
8/20/2026	Benjamin Edwards Inc.	24,629	$5.59M	0.1%	+28.4%	0.003%
8/20/2026	GTS Securities LLC	7,188	$1.63M	0.0%	-35.3%	0.001%
8/20/2026	Flputnam Investment Management Co.	4,832	$1.10M	0.0%	+33.3%	0.001%
8/20/2026	Northwestern Mutual Wealth Management Co.	67,922	$15.42M	0.0%	-21.1%	0.009%
8/20/2026	Wedbush Securities Inc.	2,662	$604K	0.0%	-5.7%	0.000%
8/20/2026	Rational Advisors Inc.	43,800	$9.94M	0.9%	-1.4%	0.006%
8/20/2026	Meiji Yasuda Life Insurance Co	15,694	$3.56M	0.1%	+8.6%	0.002%
8/20/2026	Spinnaker Trust	21,000	$4.77M	0.2%	-1.8%	0.003%
8/20/2026	Cullinan Associates Inc.	2,065	$469K	0.0%	-9.2%	0.000%
8/20/2026	Greenleaf Trust	10,180	$2.31M	0.0%	-3.0%	0.001%
8/19/2026	Trustmark Bank Trust Department	5,872	$1.33M	0.1%	-1.0%	0.001%
8/19/2026	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	7,948,735	$1.80B	0.3%	-2.7%	1.103%
8/19/2026	New Mexico Educational Retirement Board	34,748	$7.89M	0.2%	+13.0%	0.005%
8/19/2026	Royal London Asset Management Ltd.	342,189	$77.67M	0.1%	+0.8%	0.047%
8/19/2026	Mufg Securities Americas Inc.	21,261	$4.83M	0.2%	+10.1%	0.003%
8/19/2026	Van ECK Associates Corp	501,172	$113.75M	0.1%	+6.3%	0.070%
8/19/2026	Nissay Asset Management Corp Japan	205,356	$46.61M	0.2%	+3.3%	0.028%
8/19/2026	Braun Stacey Associates Inc.	216,915	$49.23M	1.4%	-2.3%	0.030%
8/19/2026	Wellington Management Group LLP	15,179,324	$3.45B	0.6%	-10.4%	2.106%
8/19/2026	Kingsview Wealth Management LLC	8,824	$2.00M	0.0%	N/A	0.001%
8/18/2026	Beacon Pointe Advisors LLC	20,305	$4.61M	0.0%	N/A	0.003%
8/18/2026	49 Wealth Management LLC	1,305	$296K	0.0%	N/A	0.000%
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8/18/2026	Livforsakringsbolaget Skandia Omsesidigt	5,213	$1.18M	0.0%	N/A	0.001%
8/18/2026	Rakuten Investment Management Inc.	115,381	$26.28M	0.1%	N/A	0.016%
8/18/2026	Orion Capital Management LLC	606	$138K	0.0%	N/A	0.000%
8/18/2026	Glenview Trust Co	3,877	$880K	0.0%	N/A	0.001%
8/18/2026	Concorde Asset Management LLC	1,384	$314K	0.2%	N/A	0.000%
8/18/2026	Comprehensive Money Management Services LLC	3,921	$890K	0.6%	N/A	0.001%
8/18/2026	Empowered Funds LLC	57,241	$12.99M	0.1%	N/A	0.008%
8/18/2026	United Capital Financial Advisors LLC	22,702	$5.15M	0.0%	N/A	0.003%
8/18/2026	Equitable Holdings Inc.	7,584	$1.72M	0.0%	N/A	0.001%
8/18/2026	Centaurus Financial Inc.	16,460	$3.74M	0.1%	N/A	0.002%

WELL Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,496 institutional investors and hedge funds held shares of Welltower. The most heavily invested institutionals were California State Teachers Retirement System ($55.40B), BlackRock Inc. ($17.71B), Vanguard Group Inc. ($17.15B), Capital International Investors ($8.81B), State Street Corp ($7.75B), Cohen & Steers Inc. ($6.22B), and Norges Bank ($5.47B).Learn more on Welltower's institutional investors.

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

Of the 1,350 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: California State Teachers Retirement System ($243.16M), Norges Bank ($92.64M), Bank of America Corp DE ($23.89M), Vanguard Group Inc. ($9.25M), Capital World Investors ($9.16M), Cardano Risk Management B.V. ($8.93M), and Legal & General Group Plc ($7.92M).

Institutional investors have bought a total of 381,111,565 shares in the last 24 months. This purchase volume represents approximately $82.68B in transactions.

Of the 515 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: UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($9.89M), Cardano Risk Management B.V. ($8.52M), Wellington Management Group LLP ($3.29M), Groupama Asset Managment ($1.91M), UBS Group AG ($1.52M), Balyasny Asset Management L.P. ($1.08M), and Macquarie Group Ltd. ($969.26K).

Institutional investors have sold a total of 43,295,928 shares in the last 24 months. This volume of shares sold represents approximately $8.13B in transactions.

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Institutional ownership data for NYSE:WELL is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.

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Welltower (WELL) Institutional Ownership

WELL Institutional Buying and Selling by Quarter

Welltower Major Shareholders & Ownership History

WELL Institutional Ownership - Frequently Asked Questions

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Welltower (WELL) Institutional Ownership

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

WELL Institutional Buying and Selling by Quarter

Welltower Major Shareholders & Ownership History

WELL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WELL shares?

What percentage of Welltower's stock is owned by institutional investors?

Which institutional investors have been buying Welltower's stock?

How much institutional buying is happening at Welltower?

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

How much institutional selling is happening at Welltower?

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