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Welltower - WELL Institutional Ownership

$66.17
-3.22 (-4.64%)
(As of 03/22/2023 12:00 AM ET)
Add
Compare
Today's Range
$66.10
$69.17
50-Day Range
$66.17
$78.05
52-Week Range
$56.50
$99.43
Volume
2.46 million shs
Average Volume
2.85 million shs
Market Capitalization
$32.47 billion
P/E Ratio
206.79
Dividend Yield
3.69%
Price Target
$82.56

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

Current
Institutional Ownership
Percentage
95.78%
Number of
Institutional Buyers
(last 12 months)
548
Total
Institutional Inflows
(last 12 months)
$5.88 B
Number of
Institutional Sellers
(last 12 months)
396
Total
Institutional Outflows
(last 12 months)
$2.70 B
Skip Chart & View Institutional Buying and Selling Data

WELL Institutional Buying and Selling by Quarter

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Welltower Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/15/2023B. Riley Wealth Advisors Inc.34,421$2.26M0.1%-1.4%0.007%
3/10/2023Victory Capital Management Inc.262,126$17.18M0.0%-38.4%0.053%
3/6/2023Rockefeller Capital Management L.P.112,546$7.38M0.0%+46.1%0.023%
3/6/2023OLD Mission Capital LLC617$40K0.0%N/A0.000%
3/1/2023Panoramic Investment Advisors LLC6,575$0.43M0.4%N/A0.001%
2/28/2023Voya Investment Management LLC840,995$55.13M0.1%+11.7%0.171%
2/27/2023Gallagher Benefit Services Inc.10,195$0.67M0.1%N/A0.002%
2/24/2023Natixis29,160$1.91M0.0%-59.6%0.006%
2/24/2023Bbjs Financial Advisors LLC6,681$0.44M0.2%N/A0.001%
2/21/2023Macquarie Group Ltd.1,664,654$109M0.1%-0.7%0.352%
2/21/2023Northwestern Mutual Wealth Management Co.37,486$2.46M0.0%-1.2%0.008%
2/21/2023B. Riley Wealth Advisors Inc.34,421$2.26M0.1%-1.4%0.007%
2/21/2023Northwestern Mutual Investment Management Company LLC14,810$0.97M0.0%-14.0%0.003%
2/21/2023Centersquare Investment Management LLC4,747,167$311.18M3.6%+51.1%1.005%
2/21/2023National Pension Service824,359$54.04M0.1%+9.5%0.168%
2/17/2023Truist Financial Corp82,492$5.41M0.0%-1.9%0.017%
2/17/2023Compass Wealth Management LLC400$26K0.0%N/A0.000%
2/16/2023DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main75,034$4.92M0.0%-92.3%0.016%
2/16/2023Alliancebernstein L.P.1,208,857$79.24M0.0%-17.0%0.256%
2/16/2023Adelante Capital Management LLC1,247,259$81.76M6.9%+12.2%0.264%
2/16/2023United Capital Financial Advisers LLC30,173$1.98M0.0%-4.8%0.006%
2/15/2023Public Employees Retirement System of Ohio806,267$52.85M0.2%-17.1%0.171%
2/15/2023Steward Partners Investment Advisory LLC15,940$1.05M0.0%+1.3%0.003%
2/15/2023CI Private Wealth LLC14,705$0.96M0.0%N/A0.003%
2/15/2023MetLife Investment Management LLC123,411$8.09M0.1%+0.3%0.026%
2/15/2023Investment Advisory Services Inc. TX ADV4,361$0.28M0.1%-16.3%0.001%
2/15/2023State of Tennessee Treasury Department70,304$4.61M0.0%-4.9%0.015%
2/15/2023DRW Securities LLC5,191$0.34M0.0%N/A0.001%
2/15/2023Utah Retirement Systems83,903$5.50M0.1%+1.0%0.018%
2/15/2023Captrust Financial Advisors71,485$4.69M0.0%+1.2%0.015%
2/15/2023IHT Wealth Management LLC7,004$0.46M0.0%+23.1%0.001%
2/15/20231832 Asset Management L.P.80,000$5.24M0.0%-73.6%0.017%
2/15/2023Employees Retirement System of Texas263,000$17.24M0.3%N/A0.056%
2/15/2023Gamco Investors INC. ET AL10,500$0.69M0.0%-32.6%0.002%
2/15/2023Cerity Partners LLC194,660$12.76M0.1%+4,874.7%0.041%
2/15/2023Vestcor Inc29,287$1.92M0.1%+46.4%0.006%
2/15/2023Toroso Investments LLC16,110$1.06M0.0%+136.5%0.003%
2/15/2023State of Wisconsin Investment Board340,662$22.33M0.1%-8.8%0.072%
2/15/2023Squarepoint Ops LLC28,735$1.88M0.0%-56.5%0.006%
2/15/2023Legal & General Group Plc5,851,215$383.55M0.1%-0.7%1.238%
2/15/2023Lombard Odier Asset Management Switzerland SA3,149$0.21M0.0%N/A0.001%
2/15/2023Lumbard & Kellner LLC5,496$0.36M0.2%N/A0.001%
2/15/2023Mackenzie Financial Corp51,635$3.39M0.0%+10.4%0.011%
2/15/2023Money Concepts Capital Corp8,306$0.54M0.0%+692.6%0.002%
2/15/2023Morgan Stanley6,467,895$423.97M0.0%-1.3%1.369%
2/15/2023Mosaic Family Wealth Partners LLC3,500$0.23M0.1%N/A0.001%
2/15/2023Mariner LLC65,458$4.29M0.0%+110.6%0.014%
2/15/2023Nissay Asset Management Corp Japan ADV99,465$6.52M0.1%+3.1%0.021%
2/15/2023Norges Bank16,854,773$1.10B0.3%N/A3.567%
2/15/2023Endeavour Capital Advisors Inc.59,572$3.91M1.0%-35.1%0.013%
2/15/2023Eqis Capital Management Inc.5,144$0.34M0.0%-2.9%0.001%
2/15/2023Fjarde AP Fonden Fourth Swedish National Pension Fund69,193$4.54M0.1%-19.3%0.015%
2/15/2023Fred Alger Management LLC28,362$1.86M0.0%+7.0%0.006%
2/15/2023AQR Capital Management LLC119,332$7.82M0.0%-2.0%0.025%
2/15/2023AlphaCore Capital LLC4,260$0.28M0.1%N/A0.001%
2/15/2023Ancora Advisors LLC16,197$1.06M0.0%-2.8%0.003%
2/15/2023Aspire Private Capital LLC1,219$79.88B0.0%+318.9%0.000%
2/15/2023Atom Investors LP3,108$0.20M0.1%-56.2%0.001%
2/15/2023Azimuth Capital Investment Management LLC60,252$3.95M0.2%-2.0%0.013%
2/15/2023Bamco Inc. NY37,084$2.43M0.0%+70.0%0.008%
2/15/2023Boothbay Fund Management LLC34,748$2.28M0.1%+732.3%0.007%
2/15/2023Ranger Global Real Estate Advisors LLC235,339$15.14M2.2%-11.3%0.050%
2/15/2023Jefferies Financial Group Inc.16,700$0.86M0.0%N/A0.004%
2/15/2023ICA Group Wealth Management LLC1,084$71K0.0%-71.4%0.000%
2/14/2023Oxford Financial Group Ltd.10,313$0.68M0.1%+11.7%0.002%
2/14/2023Chilton Capital Management LLC307,432$20.15M1.3%+7.0%0.065%
2/14/2023Wexford Capital LP17,240$1.13M0.2%+40.4%0.004%
2/14/2023Point72 Asset Management L.P.321,200$21.06M0.1%+106,966.7%0.068%
2/14/2023Vident Investment Advisory LLC36,800$2.41M0.1%+5.3%0.008%
2/14/2023Advisor Partners II LLC14,420$0.95M0.1%+15.5%0.003%
2/14/2023Alyeska Investment Group L.P.515,417$33.79M0.3%N/A0.109%
2/14/2023DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main75,034$4.92M0.0%-92.3%0.016%
2/14/2023Price T Rowe Associates Inc. MD5,509,574$361.15M0.1%-17.5%1.166%
2/14/2023Meiji Yasuda Life Insurance Co7,898$0.52M0.0%-49.4%0.002%
2/14/2023Meiji Yasuda Asset Management Co Ltd.146,104$9.58M0.5%-0.2%0.031%
2/14/2023Cetera Advisor Networks LLC45,376$2.97M0.0%+22.1%0.010%
2/14/2023Cetera Investment Advisers14,353$0.94M0.0%+61.2%0.003%
2/14/2023Cetera Advisors LLC14,654$0.96M0.0%-5.7%0.003%
2/14/2023Amundi2,744,909$191.37M0.1%+2.2%0.581%
2/14/2023Laurel Wealth Advisors Inc.7,601$0.50M0.0%-16.3%0.002%
2/14/2023Marshall Wace LLP69,045$4.53M0.0%-77.0%0.015%
2/14/2023Heitman Real Estate Securities LLC1,599,001$104.82M5.6%-5.6%0.338%
2/14/2023Allstate Investment Management Co.188,267$12.34M0.4%N/A0.040%
2/14/2023Siemens Fonds Invest GmbH4,082$0.27M0.0%-10.6%0.001%
2/14/2023Resolution Capital Ltd5,335,639$349.75M6.0%-25.8%1.129%
2/14/2023Engineers Gate Manager LP18,941$1.24M0.1%-18.2%0.004%
2/14/2023Penserra Capital Management LLC9,498$0.62M0.0%+11.0%0.002%
2/14/2023Quantinno Capital Management LP9,117$0.60M0.0%N/A0.002%
2/13/2023Pathstone Family Office LLC10,313$0.68M0.0%+8.8%0.002%
2/13/2023Gyon Technologies Capital Management LP4,549$0.30M0.1%N/A0.001%
2/13/2023Advisors Asset Management Inc.40,596$2.66M0.1%+8.0%0.009%
2/13/2023Clear Street Markets LLC577$38K0.0%+188.5%0.000%
2/13/2023First Republic Investment Management Inc.63,669$4.17M0.0%+29.7%0.013%
2/13/2023Charles Schwab Investment Management Inc.4,791,602$314.09M0.1%+4.8%1.014%
2/13/2023Deutsche Bank AG935,980$61.35M0.0%-31.5%0.198%
2/13/2023Oversea Chinese Banking CORP Ltd207,881$13.63M0.7%N/A0.044%
2/13/2023Public Employees Retirement Association of Colorado79,494$5.21M0.0%+0.2%0.017%
2/13/2023Baird Financial Group Inc.23,370$1.53M0.0%+2.0%0.005%
2/13/2023Epoch Investment Partners Inc.808,691$53.01M0.3%+33.1%0.171%
2/13/2023Gamco Investors INC. ET AL10,500$0.69M0.0%-32.6%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, 897 institutional investors and hedge funds held shares of Welltower. The most heavily invested institutionals were Aspire Private Capital LLC ($79.88B), Vanguard Group Inc. ($4.79B), BlackRock Inc. ($3.21B), Cohen & Steers Inc. ($2.58B), State Street Corp ($1.94B), FMR LLC ($1.57B), and Wellington Management Group LLP ($1.33B).Learn more on WELL's institutional investors.

What percentage of Welltower stock is owned by institutional investors?

95.78% 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 792 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 ($32.41M), Cohen & Steers Inc. ($16.48M), Wellington Management Group LLP ($11.09M), State Street Corp ($6.60M), Price T Rowe Associates Inc. MD ($6.59M), Daiwa Securities Group Inc. ($5.80M), and Vanguard Group Inc. ($5.05M).

How much institutional buying is happening at Welltower?

Institutional investors have bought a total of 169,653,875 shares in the last 24 months. This purchase volume represents approximately $13.35B in transactions.

Which Welltower major shareholders have been selling company stock?

Of the 547 institutional investors that sold Welltower stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Principal Financial Group Inc. ($9.72M), Price T Rowe Associates Inc. MD ($4.29M), PGGM Investments ($3.66M), Cohen & Steers Inc. ($3.30M), Daiwa Securities Group Inc. ($2.77M), Aew Capital Management L P ($2.33M), and Zimmer Partners LP ($2.33M).

How much institutional selling is happening at Welltower?

Institutional investors have sold a total of 87,810,735 shares in the last 24 months. This volume of shares sold represents approximately $6.79B in transactions.

This page (NYSE:WELL) was last updated on 3/23/2023 by MarketBeat.com Staff