NYSE:WELL

Welltower - WELL Institutional Ownership

$66.17

-3.22 (-4.64%)

(As of 03/22/2023 12:00 AM ET)

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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

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

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
3/15/2023	B. Riley Wealth Advisors Inc.	34,421	$2.26M	0.1%	-1.4%	0.007%
3/10/2023	Victory Capital Management Inc.	262,126	$17.18M	0.0%	-38.4%	0.053%
3/6/2023	Rockefeller Capital Management L.P.	112,546	$7.38M	0.0%	+46.1%	0.023%
3/6/2023	OLD Mission Capital LLC	617	$40K	0.0%	N/A	0.000%
3/1/2023	Panoramic Investment Advisors LLC	6,575	$0.43M	0.4%	N/A	0.001%
2/28/2023	Voya Investment Management LLC	840,995	$55.13M	0.1%	+11.7%	0.171%

2/27/2023	Gallagher Benefit Services Inc.	10,195	$0.67M	0.1%	N/A	0.002%
2/24/2023	Natixis	29,160	$1.91M	0.0%	-59.6%	0.006%
2/24/2023	Bbjs Financial Advisors LLC	6,681	$0.44M	0.2%	N/A	0.001%
2/21/2023	Macquarie Group Ltd.	1,664,654	$109M	0.1%	-0.7%	0.352%
2/21/2023	Northwestern Mutual Wealth Management Co.	37,486	$2.46M	0.0%	-1.2%	0.008%
2/21/2023	B. Riley Wealth Advisors Inc.	34,421	$2.26M	0.1%	-1.4%	0.007%
2/21/2023	Northwestern Mutual Investment Management Company LLC	14,810	$0.97M	0.0%	-14.0%	0.003%
2/21/2023	Centersquare Investment Management LLC	4,747,167	$311.18M	3.6%	+51.1%	1.005%
2/21/2023	National Pension Service	824,359	$54.04M	0.1%	+9.5%	0.168%
2/17/2023	Truist Financial Corp	82,492	$5.41M	0.0%	-1.9%	0.017%
2/17/2023	Compass Wealth Management LLC	400	$26K	0.0%	N/A	0.000%
2/16/2023	DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main	75,034	$4.92M	0.0%	-92.3%	0.016%
2/16/2023	Alliancebernstein L.P.	1,208,857	$79.24M	0.0%	-17.0%	0.256%
2/16/2023	Adelante Capital Management LLC	1,247,259	$81.76M	6.9%	+12.2%	0.264%
2/16/2023	United Capital Financial Advisers LLC	30,173	$1.98M	0.0%	-4.8%	0.006%
2/15/2023	Public Employees Retirement System of Ohio	806,267	$52.85M	0.2%	-17.1%	0.171%
2/15/2023	Steward Partners Investment Advisory LLC	15,940	$1.05M	0.0%	+1.3%	0.003%
2/15/2023	CI Private Wealth LLC	14,705	$0.96M	0.0%	N/A	0.003%
2/15/2023	MetLife Investment Management LLC	123,411	$8.09M	0.1%	+0.3%	0.026%
2/15/2023	Investment Advisory Services Inc. TX ADV	4,361	$0.28M	0.1%	-16.3%	0.001%
2/15/2023	State of Tennessee Treasury Department	70,304	$4.61M	0.0%	-4.9%	0.015%
2/15/2023	DRW Securities LLC	5,191	$0.34M	0.0%	N/A	0.001%
2/15/2023	Utah Retirement Systems	83,903	$5.50M	0.1%	+1.0%	0.018%
2/15/2023	Captrust Financial Advisors	71,485	$4.69M	0.0%	+1.2%	0.015%
2/15/2023	IHT Wealth Management LLC	7,004	$0.46M	0.0%	+23.1%	0.001%
2/15/2023	1832 Asset Management L.P.	80,000	$5.24M	0.0%	-73.6%	0.017%
2/15/2023	Employees Retirement System of Texas	263,000	$17.24M	0.3%	N/A	0.056%
2/15/2023	Gamco Investors INC. ET AL	10,500	$0.69M	0.0%	-32.6%	0.002%
2/15/2023	Cerity Partners LLC	194,660	$12.76M	0.1%	+4,874.7%	0.041%
2/15/2023	Vestcor Inc	29,287	$1.92M	0.1%	+46.4%	0.006%
2/15/2023	Toroso Investments LLC	16,110	$1.06M	0.0%	+136.5%	0.003%
2/15/2023	State of Wisconsin Investment Board	340,662	$22.33M	0.1%	-8.8%	0.072%
2/15/2023	Squarepoint Ops LLC	28,735	$1.88M	0.0%	-56.5%	0.006%
2/15/2023	Legal & General Group Plc	5,851,215	$383.55M	0.1%	-0.7%	1.238%

2/15/2023	Lombard Odier Asset Management Switzerland SA	3,149	$0.21M	0.0%	N/A	0.001%
2/15/2023	Lumbard & Kellner LLC	5,496	$0.36M	0.2%	N/A	0.001%
2/15/2023	Mackenzie Financial Corp	51,635	$3.39M	0.0%	+10.4%	0.011%
2/15/2023	Money Concepts Capital Corp	8,306	$0.54M	0.0%	+692.6%	0.002%
2/15/2023	Morgan Stanley	6,467,895	$423.97M	0.0%	-1.3%	1.369%
2/15/2023	Mosaic Family Wealth Partners LLC	3,500	$0.23M	0.1%	N/A	0.001%
2/15/2023	Mariner LLC	65,458	$4.29M	0.0%	+110.6%	0.014%
2/15/2023	Nissay Asset Management Corp Japan ADV	99,465	$6.52M	0.1%	+3.1%	0.021%
2/15/2023	Norges Bank	16,854,773	$1.10B	0.3%	N/A	3.567%
2/15/2023	Endeavour Capital Advisors Inc.	59,572	$3.91M	1.0%	-35.1%	0.013%
2/15/2023	Eqis Capital Management Inc.	5,144	$0.34M	0.0%	-2.9%	0.001%
2/15/2023	Fjarde AP Fonden Fourth Swedish National Pension Fund	69,193	$4.54M	0.1%	-19.3%	0.015%
2/15/2023	Fred Alger Management LLC	28,362	$1.86M	0.0%	+7.0%	0.006%
2/15/2023	AQR Capital Management LLC	119,332	$7.82M	0.0%	-2.0%	0.025%
2/15/2023	AlphaCore Capital LLC	4,260	$0.28M	0.1%	N/A	0.001%
2/15/2023	Ancora Advisors LLC	16,197	$1.06M	0.0%	-2.8%	0.003%
2/15/2023	Aspire Private Capital LLC	1,219	$79.88B	0.0%	+318.9%	0.000%
2/15/2023	Atom Investors LP	3,108	$0.20M	0.1%	-56.2%	0.001%
2/15/2023	Azimuth Capital Investment Management LLC	60,252	$3.95M	0.2%	-2.0%	0.013%
2/15/2023	Bamco Inc. NY	37,084	$2.43M	0.0%	+70.0%	0.008%
2/15/2023	Boothbay Fund Management LLC	34,748	$2.28M	0.1%	+732.3%	0.007%
2/15/2023	Ranger Global Real Estate Advisors LLC	235,339	$15.14M	2.2%	-11.3%	0.050%
2/15/2023	Jefferies Financial Group Inc.	16,700	$0.86M	0.0%	N/A	0.004%
2/15/2023	ICA Group Wealth Management LLC	1,084	$71K	0.0%	-71.4%	0.000%
2/14/2023	Oxford Financial Group Ltd.	10,313	$0.68M	0.1%	+11.7%	0.002%
2/14/2023	Chilton Capital Management LLC	307,432	$20.15M	1.3%	+7.0%	0.065%
2/14/2023	Wexford Capital LP	17,240	$1.13M	0.2%	+40.4%	0.004%
2/14/2023	Point72 Asset Management L.P.	321,200	$21.06M	0.1%	+106,966.7%	0.068%
2/14/2023	Vident Investment Advisory LLC	36,800	$2.41M	0.1%	+5.3%	0.008%
2/14/2023	Advisor Partners II LLC	14,420	$0.95M	0.1%	+15.5%	0.003%
2/14/2023	Alyeska Investment Group L.P.	515,417	$33.79M	0.3%	N/A	0.109%
2/14/2023	DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main	75,034	$4.92M	0.0%	-92.3%	0.016%
2/14/2023	Price T Rowe Associates Inc. MD	5,509,574	$361.15M	0.1%	-17.5%	1.166%
2/14/2023	Meiji Yasuda Life Insurance Co	7,898	$0.52M	0.0%	-49.4%	0.002%
2/14/2023	Meiji Yasuda Asset Management Co Ltd.	146,104	$9.58M	0.5%	-0.2%	0.031%
2/14/2023	Cetera Advisor Networks LLC	45,376	$2.97M	0.0%	+22.1%	0.010%
2/14/2023	Cetera Investment Advisers	14,353	$0.94M	0.0%	+61.2%	0.003%
2/14/2023	Cetera Advisors LLC	14,654	$0.96M	0.0%	-5.7%	0.003%
2/14/2023	Amundi	2,744,909	$191.37M	0.1%	+2.2%	0.581%
2/14/2023	Laurel Wealth Advisors Inc.	7,601	$0.50M	0.0%	-16.3%	0.002%
2/14/2023	Marshall Wace LLP	69,045	$4.53M	0.0%	-77.0%	0.015%
2/14/2023	Heitman Real Estate Securities LLC	1,599,001	$104.82M	5.6%	-5.6%	0.338%
2/14/2023	Allstate Investment Management Co.	188,267	$12.34M	0.4%	N/A	0.040%
2/14/2023	Siemens Fonds Invest GmbH	4,082	$0.27M	0.0%	-10.6%	0.001%
2/14/2023	Resolution Capital Ltd	5,335,639	$349.75M	6.0%	-25.8%	1.129%
2/14/2023	Engineers Gate Manager LP	18,941	$1.24M	0.1%	-18.2%	0.004%
2/14/2023	Penserra Capital Management LLC	9,498	$0.62M	0.0%	+11.0%	0.002%
2/14/2023	Quantinno Capital Management LP	9,117	$0.60M	0.0%	N/A	0.002%
2/13/2023	Pathstone Family Office LLC	10,313	$0.68M	0.0%	+8.8%	0.002%
2/13/2023	Gyon Technologies Capital Management LP	4,549	$0.30M	0.1%	N/A	0.001%

2/13/2023	Advisors Asset Management Inc.	40,596	$2.66M	0.1%	+8.0%	0.009%
2/13/2023	Clear Street Markets LLC	577	$38K	0.0%	+188.5%	0.000%
2/13/2023	First Republic Investment Management Inc.	63,669	$4.17M	0.0%	+29.7%	0.013%
2/13/2023	Charles Schwab Investment Management Inc.	4,791,602	$314.09M	0.1%	+4.8%	1.014%
2/13/2023	Deutsche Bank AG	935,980	$61.35M	0.0%	-31.5%	0.198%
2/13/2023	Oversea Chinese Banking CORP Ltd	207,881	$13.63M	0.7%	N/A	0.044%
2/13/2023	Public Employees Retirement Association of Colorado	79,494	$5.21M	0.0%	+0.2%	0.017%
2/13/2023	Baird Financial Group Inc.	23,370	$1.53M	0.0%	+2.0%	0.005%
2/13/2023	Epoch Investment Partners Inc.	808,691	$53.01M	0.3%	+33.1%	0.171%
2/13/2023	Gamco Investors INC. ET AL	10,500	$0.69M	0.0%	-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

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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