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Welltower (WELL) Institutional Ownership

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$218.03 -2.11 (-0.96%)
As of 12:29 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)
1032
Total
Institutional Inflows
(last 12 months)
$24.27B
Number of
Institutional Sellers
(last 12 months)
586
Total
Institutional Outflows
(last 12 months)
$9.86B
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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
5/14/2026Bank of Nova Scotia158,748$31.39M0.1%-10.9%0.022%
5/14/2026Dickmeyer Boyce Financial Management Inc.2,066$408K0.2%N/A0.000%
5/14/2026American Financial Advisors LLC9,851$1.95M0.3%-5.7%0.001%
5/14/2026Sei Investments Co.2,658,479$525.61M0.5%+10.3%0.377%
5/14/2026Lido Advisors LLC49,880$9.86M0.0%-30.3%0.007%
5/14/2026 Walleye Capital LLC39,283$7.77M0.0%+2.7%0.006%
5/13/2026Cetera Investment Advisers203,503$40.24M0.0%-0.6%0.029%
5/13/2026GSG Advisors LLC1,046$207K0.1%N/A0.000%
5/13/2026Wealthspire Retirement LLC10,009$1.98M0.1%-1.2%0.001%
5/13/2026Mizuho Markets Cayman LP67,061$13.26M0.7%N/A0.009%
5/13/2026Aureus Asset Management LLC2,850$563K0.0%+46.2%0.000%
5/13/2026Dynamic Wealth Strategies LLC303$60K0.0%N/A0.000%
5/13/2026Prestige Wealth Management Group LLC9,082$1.80M0.4%+7,866.7%0.001%
5/13/2026Lasalle Investment Management Securities LLC1,212,631$239.75M9.5%+6.3%0.172%
5/13/2026Signature Equity Partners LLC263$52K0.0%+71.9%0.000%
5/13/2026NewEdge Wealth LLC208,939$41.31M0.5%-3.5%0.030%
5/13/2026First Citizens Bank & Trust Co.2,594$513K0.0%+3.0%0.000%
5/13/2026CI Investments Inc.210,878$41.69M0.2%-1.8%0.030%
5/13/2026First 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%
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5/7/2026 Dimensional Fund Advisors LP8,345,022$1.65B0.3%+0.7%1.182%
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%
5/6/2026 Clifford Swan Investment Counsel LLC1,673$331K0.0%-31.0%0.000%
5/6/2026 Quadrant Private Wealth Management LLC1,336$264K0.0%N/A0.000%
5/6/2026 Kesler Norman & Wride LLC3,629$717K0.1%N/A0.001%
5/6/2026 Heartland Bank & Trust Co2,854$564K0.1%+3.0%0.000%
5/6/2026 Simon Quick Advisors LLC13,841$2.74M0.1%-9.9%0.002%
5/6/2026 Cornerstone Planning Group LLC317$68K0.0%+30.5%0.000%
5/6/2026 Gryphon Financial Partners LLC1,934$382K0.0%N/A0.000%
5/6/2026 Modera Wealth Management LLC2,163$428K0.0%+17.7%0.000%
5/6/2026 Assetmark Inc.144,528$28.58M0.1%+10.3%0.020%
5/6/2026 Caldwell Sutter Capital Inc.4,014$794K0.3%+10.7%0.001%
5/6/2026 Angeles Wealth Management LLC3,095$612K0.0%+65.5%0.000%
5/6/2026 Bessemer Group Inc.16,738$3.31M0.0%+20.3%0.002%
5/6/2026 Jag Capital Management LLC1,392$275K0.0%+16.0%0.000%
5/6/2026 B&I Capital AG176,358$34.87M11.9%-3.0%0.025%
5/6/2026 Gerald Baker Financial Group LLC10,285$2.03M0.7%N/A0.001%
5/6/2026 Allspring Global Investments Holdings LLC60,457$12.02M0.0%+4.0%0.009%
5/6/2026 Independent Financial Group LLC12,061$2.39M0.1%N/A0.002%
5/6/2026 Prosperity Consulting Group LLC4,050$801K0.0%+9.1%0.001%
5/6/2026 Frazier Financial Advisors LLC189$37K0.0%+472.7%0.000%
5/5/2026 Westover Capital Advisors LLC23,471$4.64M0.9%-0.9%0.003%
5/5/2026 Wealthfront Advisers LLC87,079$17.22M0.0%+5.9%0.012%
5/5/2026 D.A. Davidson & CO.9,310$1.84M0.0%-42.0%0.001%
5/5/2026 RFG Bristol Wealth Advisors LLC8,107$1.60M0.4%+0.6%0.001%
5/5/2026 Twin Capital Management Inc.11,749$2.32M0.3%-9.1%0.002%
5/5/2026 Bank of New York Mellon Corp3,972,536$785.41M0.1%-1.4%0.563%
5/5/2026 Illinois Municipal Retirement Fund25,134$4.97M0.1%+251.3%0.004%
5/5/2026 Harmony Asset Management LLC1,424$282K0.1%+4.1%0.000%
5/5/2026 Geneos Wealth Management Inc.4,921$973K0.0%-3.2%0.001%
5/5/2026 Harel Insurance Investments & Financial Services Ltd.650$129K0.0%-18.8%0.000%
5/5/2026 MASTERINVEST Kapitalanlage GmbH15,295$3.02M0.3%-11.6%0.002%
5/5/2026 Sanctuary Advisors LLC183,420$36.26M0.2%-4.7%0.026%
5/5/2026 Sterling Investment Advisors Ltd.1,150$227K0.0%-4.2%0.000%
5/5/2026 Sigma Planning Corp8,574$1.70M0.0%+76.3%0.001%
5/5/2026 Checchi Capital Advisers LLC6,969$1.38M0.1%+4.0%0.001%
5/5/2026 Hartford Funds Management Co LLC10,660$2.11M0.2%-18.7%0.002%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management8,239$1.63M0.0%+71.8%0.001%
5/4/2026 Bleakley Financial Group LLC29,424$5.82M0.1%+20.1%0.004%
5/4/2026 State of Michigan Retirement System182,309$36.04M0.2%+1.4%0.026%
5/4/2026 TFR Capital LLC.1,550$306K0.1%N/A0.000%
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5/4/2026 Principal Financial Group Inc.9,606,655$1.90B1.0%-4.8%1.361%
5/4/2026 Chicago Partners Investment Group LLC1,979$395K0.0%+11.4%0.000%
5/4/2026 AMF Tjanstepension AB37,040$7.32M0.0%+39.7%0.005%
5/4/2026 Triglav Investments D.O.O.14,866$2.94M0.2%-68.5%0.002%
5/4/2026 J. Safra Sarasin Holding AG9,419$1.86M0.0%-40.5%0.001%
5/4/2026 CORDA Investment Management LLC.265,721$52.54M3.6%-5.0%0.038%
5/4/2026 Lifeworks Advisors LLC2,072$410K0.1%N/A0.000%
5/4/2026 Teachers Retirement System of The State of Kentucky103,261$20.42M0.2%-8.3%0.015%
5/4/2026 Procyon Advisors LLC1,672$331K0.0%+12.1%0.000%
5/2/2026 LGT Fund Management Co Ltd.2,857$565K0.0%+11.3%0.000%


WELL Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,459 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 ($3.79B), 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 1,303 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 International Investors ($9.18M), 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), and FMR LLC ($5.33M).

Institutional investors have bought a total of 140,317,317 shares in the last 24 months. This purchase volume represents approximately $24.27B in transactions.

Of the 580 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 55,882,236 shares in the last 24 months. This volume of shares sold represents approximately $9.86B in transactions.


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This page (NYSE:WELL) was last updated on 5/14/2026 by MarketBeat.com Staff.
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