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Welltower (WELL) Institutional Ownership

Welltower logo
$218.00 +6.55 (+3.10%)
As of 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)
1011
Total
Institutional Inflows
(last 12 months)
$24.11B
Number of
Institutional Sellers
(last 12 months)
575
Total
Institutional Outflows
(last 12 months)
$9.49B
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Skip Chart & View Institutional Buying and Selling Data

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
6/18/2026 Western Wealth Management LLC2,539$502K0.0%+8.9%0.000%
6/18/2026 Pacer Advisors Inc.39,434$7.80M0.0%-32.8%0.006%
6/16/2026 Empowered Funds LLC42,551$8.41M0.1%+4.5%0.006%
6/12/2026 S&A Financial Services Inc.6,967$1.38M0.9%N/A0.001%
6/8/2026 First National Bank of Mount Dora Trust Investment Services33,066$6.54M1.4%+1,286.4%0.005%
6/3/2026 DV Trading LLC1,200$237K0.0%+19,900.0%0.000%
6/3/2026 NewEdge Advisors LLC210,817$41.68M0.2%+1,040.5%0.030%
6/1/2026 Caerus Investment Advisors LLC2,495$493K0.2%-39.3%0.000%
6/1/2026 Concorde Asset Management LLC1,366$270K0.1%-5.4%0.000%
6/1/2026 Keel Point LLC2,816$557K0.0%-19.7%0.000%
5/29/2026 Asset Dedication LLC310$61K0.0%-23.5%0.000%
5/27/2026 Allen Capital Group LLC1,317$260K0.0%+8.0%0.000%
5/26/2026 Glenmede Trust Co. NA13,403$2.65M0.0%+11.3%0.002%
5/22/2026 Groupama Asset Managment176,657$34.93M0.5%-0.5%0.025%
5/22/2026 Segall Bryant & Hamill LLC1,758$361K0.0%N/A0.000%
5/21/2026 Groupe la Francaise66,226$13.09M0.2%-38.6%0.009%
5/19/2026 Western Wealth Management LLC2,539$502K0.0%+8.9%0.000%
5/19/2026 Bank of America Corp DE21,750,501$4.30B0.3%+6.6%3.081%
5/19/2026 Edgestream Partners L.P.17,991$3.56M0.1%+278.0%0.003%
5/19/2026 Janus Henderson Group PLC898,586$177.74M0.1%+30.4%0.127%
5/19/2026 Centaurus Financial Inc.15,724$3.11M0.1%+5.2%0.002%
5/19/2026 Bull Harbor Capital LLC4,028$796K0.2%N/A0.001%
5/19/2026 Strategic Investment Advisors MI2,292$454K0.0%-15.1%0.000%
5/19/2026 Arkadios Wealth Advisors17,235$3.41M0.1%-32.2%0.002%
5/18/2026 Amundi3,331,121$658.60M0.2%-4.8%0.472%
5/18/2026 Adelante Capital Management LLC1,029,079$203.46M13.3%+2.3%0.146%
5/18/2026 EverSource Wealth Advisors LLC6,844$1.35M0.0%+13.0%0.001%
5/18/2026 California State Teachers Retirement System1,035,323$204.69M0.2%-0.7%0.147%
5/18/2026 Royal Bank of Canada877,687$173.53M0.0%-12.6%0.124%
5/18/2026 Resolution Capital Ltd3,605,925$712.93M15.0%+1.0%0.511%
5/18/2026 Empowered Funds LLC42,551$8.41M0.1%+4.5%0.006%
5/18/2026 Eversept Partners LP180,953$35.78M1.9%N/A0.026%
5/16/2026 Quantinno Capital Management LP185,298$36.64M0.1%+16.1%0.026%
5/16/2026 BROOKFIELD Corp ON 307,019$60.70M0.1%+3.0%0.043%
5/16/2026 Lazard Asset Management LLC1,220$241K0.0%-46.4%0.000%
5/15/2026 Gateway Wealth Partners LLC2,176$430K0.0%N/A0.000%
5/15/2026 Blue Chip Partners LLC68,404$13.52M1.0%N/A0.010%
5/15/2026 OMERS ADMINISTRATION Corp27,244$5.39M0.0%+34.9%0.004%
5/15/2026 44 Wealth Management LLC2,503$495K0.2%-2.1%0.000%
5/15/2026 Waverly Advisors LLC33,966$6.72M0.1%-5.1%0.005%
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5/15/2026 Wealth Alliance LLC1,770$350K0.0%-14.0%0.000%
5/15/2026 Bridgewater Advisors Inc.1,987$417K0.0%+11.7%0.000%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund923,823$182.65M0.3%+3,305.0%0.131%
5/14/2026 Dai ichi Life Insurance Company Ltd43,932$8.69M0.2%+26.6%0.006%
5/14/2026 Public Employees Retirement System of Ohio1,068,639$211.28M0.7%-12.3%0.151%
5/14/2026 M.D. Sass LLC255,592$50.53M3.8%-6.4%0.036%
5/14/2026 Compound Planning Inc.10,029$1.98M0.1%+9.8%0.001%
5/14/2026 Modern Wealth Management LLC6,087$1.21M0.0%-2.9%0.001%
5/14/2026 Keebeck Wealth Management1,787$353K0.0%+50.5%0.000%
5/14/2026 Bank of Nova Scotia158,748$31.39M0.1%-10.9%0.022%
5/14/2026 Dickmeyer Boyce Financial Management Inc.2,066$408K0.2%N/A0.000%
5/14/2026 American Financial Advisors LLC9,851$1.95M0.3%-5.7%0.001%
5/14/2026 Sei Investments Co.2,658,479$525.61M0.5%+10.3%0.377%
5/14/2026 Lido Advisors LLC49,880$9.86M0.0%-30.3%0.007%
5/14/2026 Walleye Capital LLC39,283$7.77M0.0%+2.7%0.006%
5/13/2026 Cetera Investment Advisers203,503$40.24M0.0%-0.6%0.029%
5/13/2026 GSG Advisors LLC1,046$207K0.1%N/A0.000%
5/13/2026 Wealthspire Retirement LLC10,009$1.98M0.1%-1.2%0.001%
5/13/2026 Mizuho Markets Cayman LP67,061$13.26M0.7%N/A0.009%
5/13/2026 Aureus Asset Management LLC2,850$563K0.0%+46.2%0.000%
5/13/2026 Dynamic Wealth Strategies LLC303$60K0.0%N/A0.000%
5/13/2026 Prestige Wealth Management Group LLC9,082$1.80M0.4%+7,866.7%0.001%
5/13/2026 Lasalle Investment Management Securities LLC1,212,631$239.75M9.5%+6.3%0.172%
5/13/2026 Signature Equity Partners LLC263$52K0.0%+71.9%0.000%
5/13/2026 NewEdge Wealth LLC208,939$41.31M0.5%-3.5%0.030%
5/13/2026 First Citizens Bank & Trust Co.2,594$513K0.0%+3.0%0.000%
5/13/2026 CI Investments Inc.210,878$41.69M0.2%-1.8%0.030%
5/13/2026 First Trust Advisors LP431,978$85.41M0.1%+2.1%0.061%
5/12/2026 Westpac Banking Corp69,410$13.72M1.0%-5.7%0.010%
5/12/2026 Saturna Capital Corp7,205$1.42M0.0%+13.3%0.001%
5/12/2026 Phillip James Consulting Co.374$73K0.1%N/A0.000%
5/12/2026 CacheTech Inc.1,031$204K0.0%N/A0.000%
5/12/2026 Meiji Yasuda America Inc33,755$6.67M1.7%+12.5%0.005%
5/12/2026 Danica Pension Livsforsikringsaktieselskab126,427$25.00M0.5%+10.8%0.018%
5/12/2026 ABN Amro Investment Solutions84,975$16.80M0.2%+5.4%0.012%
5/8/2026 PNC Financial Services Group Inc.227,950$45.07M0.0%+1.6%0.032%
5/8/2026 Oslo Pensjonsforsikring AS833$165K0.0%N/A0.000%
5/8/2026 Andra AP fonden150,900$29.83M0.4%+11.7%0.021%
5/8/2026 Wilkerson Advisory Group LLC1,658$328K0.1%+1,946.9%0.000%
5/8/2026 Summit Global Investments8,308$1.64M0.1%N/A0.001%
5/8/2026 Cassaday & Co Wealth Management LLC340$67K0.0%N/A0.000%
5/8/2026 Rice Partnership LLC18,075$3.57M0.5%N/A0.003%
5/8/2026 Alpha Zero LLC1,650$326K0.2%+50.4%0.000%
5/8/2026 Commerzbank Aktiengesellschaft FI5,616$1.11M0.0%-16.8%0.001%
5/7/2026 Florida Financial Advisors LLC5,357$1.06M0.3%+17.2%0.001%
5/7/2026 AlTi Global Inc.1,625$321K0.0%-23.9%0.000%
5/7/2026 Earned Wealth Advisors LLC1,302$257K0.0%+13.6%0.000%
5/7/2026 Meeder Advisory Services Inc.18,170$3.59M0.2%+5.6%0.003%
5/7/2026 WCM Investment Management LLC3,256,983$636.09M1.5%-0.7%0.461%
5/7/2026 Dimensional Fund Advisors LP8,345,022$1.65B0.3%+0.7%1.182%
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5/7/2026 Parallel Advisors LLC7,161$1.42M0.0%+0.7%0.001%
5/7/2026 KBC Group NV1,066,140$210.79M0.5%+0.1%0.151%
5/7/2026 SEB Asset Management AB143,334$28.34M0.1%N/A0.020%
5/7/2026 Swiss National Bank2,014,200$398.23M0.2%+9.9%0.285%
5/7/2026 World Equity Group Inc.2,751$544K0.1%+37.9%0.000%
5/7/2026 AIA Group Ltd31,204$6.17M0.1%-44.0%0.004%
5/7/2026 Mediolanum International Funds Ltd203,690$39.78M0.4%+196.2%0.029%
5/6/2026 Annis Gardner Whiting Capital Advisors LLC988$195K0.0%-17.9%0.000%
5/6/2026 Dorsey Wright & Associates22,908$4.53M0.6%+131.5%0.003%
5/6/2026 California Public Employees Retirement System1,420,440$280.84M0.2%-14.5%0.201%


WELL Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,462 institutional investors and hedge funds held shares of Welltower. The most heavily invested institutionals were Vanguard Group Inc. ($17.15B), Capital International Investors ($8.81B), State Street Corp ($7.75B), Cohen & Steers Inc. ($6.22B), Norges Bank ($5.47B), Bank of America Corp DE ($4.30B), and Wellington Management Group LLP ($3.46B).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 1,306 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 ($92.64M), Vanguard Group Inc. ($9.25M), Capital World Investors ($9.16M), Cardano Risk Management B.V. ($8.85M), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($7.23M), FMR LLC ($5.33M), and Nuveen LLC ($4.97M).

Institutional investors have bought a total of 138,383,157 shares in the last 24 months. This purchase volume represents approximately $24.11B in transactions.

Of the 575 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 ($9.67M), Cardano Risk Management B.V. ($8.52M), Vanguard Group Inc. ($6.60M), Groupama Asset Managment ($1.91M), UBS Group AG ($1.52M), Wellington Management Group LLP ($1.51M), and Bank of America Corp DE ($1.36M).

Institutional investors have sold a total of 53,272,151 shares in the last 24 months. This volume of shares sold represents approximately $9.49B in transactions.


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This page (NYSE:WELL) was last updated on 6/23/2026 by MarketBeat.com Staff.
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