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Welltower (WELL) Institutional Ownership

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$151.68 -2.05 (-1.33%)
Closing price 07/1/2025 03:59 PM Eastern
Extended Trading
$151.00 -0.68 (-0.45%)
As of 08:51 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
837
Total
Institutional Inflows
(last 12 months)
$14.00B
Number of
Institutional Sellers
(last 12 months)
442
Total
Institutional Outflows
(last 12 months)
$4.43B
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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
7/1/2025Harbor Investment Advisory LLC2,983$459K0.0%+7.8%0.000%
6/30/2025Pensionfund Sabic27,559$4.22M1.3%-3.5%0.004%
6/26/2025AG2R LA Mondiale Gestion D Actifs23,700$3.66M0.2%N/A0.004%
6/23/2025Swedbank AB600,180$91.95M0.1%-5.5%0.092%
6/18/2025Voya Investment Management LLC1,773,947$271.40M0.3%+27.8%0.271%
6/10/2025BROOKFIELD Corp ON 371,317$56.89M0.3%+39.1%0.057%
6/6/2025Nicola Wealth Management LTD.19,502$2.99M0.3%+4.3%0.003%
6/3/2025Inspire Investing LLC59,062$9.05M1.1%+5.3%0.009%
6/2/2025Modern Wealth Management LLC37,052$5.68M0.2%-12.3%0.006%
5/28/2025Strs Ohio773,141$118.45M0.5%N/A0.118%
5/28/2025Intrua Financial LLC1,748$268K0.0%+9.5%0.000%
5/27/2025Jacobi Capital Management LLC3,091$474K0.0%+18.3%0.000%
5/27/2025Advisors Capital Management LLC1,454$223K0.0%N/A0.000%
5/21/2025Acadian Asset Management LLC717,913$109.98M0.3%+565.7%0.110%
5/21/2025Geneos Wealth Management Inc.7,022$1.08M0.0%+7.9%0.001%
5/21/2025IFM Investors Pty Ltd241,042$36.93M0.4%-6.5%0.037%
5/20/2025Intech Investment Management LLC149,197$22.86M0.2%-4.4%0.023%
5/20/2025Focus Partners Wealth39,033$5.98M0.0%+5.8%0.006%
5/20/2025Integrity Alliance LLC.5,315$814K0.0%N/A0.001%
5/20/2025Anchor Investment Management LLC300$46K0.0%N/A0.000%
5/20/2025Plato Investment Management Ltd4,387$679K0.1%+42.7%0.001%
5/19/2025Bayforest Capital Ltd1,226$188K0.1%+921.7%0.000%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC8,164,840$1.25B0.3%+7.0%1.249%
5/16/2025Woodline Partners LP51,324$7.86M0.1%+45.1%0.008%
5/16/2025Zurich Insurance Group Ltd FI622,580$95.39M0.8%N/A0.095%
5/16/2025Empowered Funds LLC14,790$2.27M0.0%+31.7%0.002%
5/16/2025MBB Public Markets I LLC2,153$330K0.0%N/A0.000%
5/16/2025Ascent Group LLC26,186$4.01M0.2%N/A0.004%
5/16/2025Meiji Yasuda Life Insurance Co20,280$3.11M0.1%-19.0%0.003%
5/16/2025Meiji Yasuda Asset Management Co Ltd.52,906$8.11M0.3%-5.9%0.008%
5/16/2025Great Lakes Advisors LLC3,081$472K0.0%-17.6%0.000%
5/16/2025Signature Estate & Investment Advisors LLC1,451$222K0.0%-19.9%0.000%
5/16/2025Fred Alger Management LLC66,177$10.14M0.1%+22.5%0.010%
5/16/2025Challenger Wealth Management1,483$227K0.2%N/A0.000%
5/16/2025Goldman Sachs Group Inc.4,728,921$724.52M0.1%+27.9%0.723%
5/16/2025Adelante Capital Management LLC963,730$147.65M10.4%-17.7%0.147%
5/16/2025Jones Financial Companies Lllp16,676$2.56M0.0%-72.7%0.003%
5/16/2025Aberdeen Wealth Management LLC1,350$207K0.1%N/A0.000%
5/16/2025Stance Capital LLC11,716$1.80M1.3%N/A0.002%
5/16/2025UniSuper Management Pty Ltd397,676$60.93M0.5%+0.5%0.061%
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5/16/2025Uniplan Investment Counsel Inc.320,165$49.05M4.8%-6.7%0.049%
5/16/2025Resolution Capital Ltd4,906,779$751.77M14.6%-14.9%0.750%
5/16/2025Richwood Investment Advisors LLC6,570$1.01M0.9%-3.7%0.001%
5/16/2025Rise Advisors LLC365$56K0.0%+23.3%0.000%
5/16/2025Nissay Asset Management Corp Japan ADV164,190$25.16M0.2%+3.2%0.025%
5/16/2025Nearwater Capital Markets Ltd120,000$18.39M0.5%N/A0.018%
5/16/2025NewEdge Advisors LLC9,794$1.50M0.0%-1.4%0.001%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.87,406$13.39M0.0%+4.8%0.013%
5/16/2025Integrated Wealth Concepts LLC6,732$1.03M0.0%+6.3%0.001%
5/16/2025Gotham Asset Management LLC71,515$10.96M0.1%+8.6%0.011%
5/16/2025DoubleLine ETF Adviser LP23,929$3.67M1.2%-31.4%0.004%
5/16/2025Cinctive Capital Management LP48,884$7.49M0.6%-43.4%0.007%
5/16/2025Boothbay Fund Management LLC110,356$16.91M0.5%+3,783.0%0.017%
5/16/2025Banque Transatlantique SA3,009$426K0.0%N/A0.000%
5/16/2025Alliancebernstein L.P.1,263,217$193.54M0.1%+10.8%0.193%
5/16/2025AQR Capital Management LLC256,975$39.37M0.0%+4.5%0.039%
5/16/2025Advisors Asset Management Inc.57,810$8.86M0.2%+8.3%0.009%
5/16/2025Alyeska Investment Group L.P.132,857$20.36M0.1%-77.2%0.020%
5/16/2025Amundi3,798,128$578.95M0.2%+0.6%0.581%
5/16/2025Adage Capital Partners GP L.L.C.505,606$77.46M0.1%-21.3%0.077%
5/15/2025Federation des caisses Desjardins du Quebec22,420$3.44M0.0%-5.3%0.003%
5/15/2025EP Wealth Advisors LLC181,143$27.75M0.2%+4,257.5%0.028%
5/15/2025Cigna Investments Inc. New6,231$955K0.2%-1.3%0.001%
5/15/2025Focus Partners Advisor Solutions LLC6,965$1.07M0.0%+22.2%0.001%
5/15/2025FJ Capital Management LLC21,409$3.28M0.3%+10.7%0.003%
5/15/2025Flputnam Investment Management Co.3,976$609K0.0%+3.4%0.001%
5/15/2025Royal Bank of Canada784,212$120.15M0.0%-13.9%0.120%
5/15/2025Retirement Planning Co of New England Inc.5,259$806K0.3%-1.8%0.001%
5/15/2025Nomura Holdings Inc.151,771$23.25M0.0%+72.1%0.023%
5/15/2025Saudi Central Bank245$38K0.2%N/A0.000%
5/15/2025DRW Securities LLC7,058$1.08M0.0%N/A0.001%
5/15/2025Brasada Capital Management LP37,927$5.81M1.1%+1.0%0.006%
5/15/2025Twin Tree Management LP55,517$8.51M0.0%-10.6%0.008%
5/15/2025Baird Financial Group Inc.10,136$1.55M0.0%-14.9%0.002%
5/15/2025Pinnacle Wealth Planning Services Inc.2,234$342K0.1%+7.4%0.000%
5/15/2025Vident Advisory LLC42,141$6.46M0.1%+38.5%0.006%
5/15/2025Evergreen Capital Management LLC3,601$552K0.0%+4.0%0.001%
5/15/2025The Manufacturers Life Insurance Company 407,375$62.41M0.1%+6.8%0.062%
5/15/2025Canada Pension Plan Investment Board96,663$14.81M0.0%-92.1%0.015%
5/15/2025WPG Advisers LLC221$34K0.0%N/A0.000%
5/15/2025Lansforsakringar Fondforvaltning AB publ 201,503$30.87M0.2%-1.6%0.031%
5/15/2025OMERS ADMINISTRATION Corp20,194$3.09M0.0%-14.0%0.003%
5/15/2025BNP Paribas Financial Markets1,182,474$181.17M0.1%-3.3%0.181%
5/15/2025Beck Bode LLC98,523$15.10M2.8%N/A0.015%
5/15/2025D L Carlson Investment Group Inc.32,733$5.02M1.0%-4.0%0.005%
5/15/2025Eisler Capital Management Ltd.58,402$8.95M0.1%N/A0.009%
5/14/2025Truvestments Capital LLC271$41K0.0%N/A0.000%
5/14/2025Wealth Preservation Advisors LLC173$27K0.0%N/A0.000%
5/14/2025B. Metzler seel. Sohn & Co. AG30,251$4.64M0.0%-1.1%0.005%
5/14/2025Guggenheim Capital LLC106,600$16.33M0.2%+71.1%0.016%
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5/14/2025CreativeOne Wealth LLC11,986$1.84M0.1%-8.6%0.002%
5/14/2025Ieq Capital LLC25,641$3.93M0.0%+9.6%0.004%
5/14/2025Warwick Investment Management Inc.2,005$307K0.1%N/A0.000%
5/14/2025Gamco Investors INC. ET AL24,166$3.70M0.0%-2.4%0.004%
5/14/2025Rafferty Asset Management LLC66,426$10.18M0.0%-14.7%0.010%
5/14/2025FORA Capital LLC20,802$3.19M0.3%N/A0.003%
5/14/2025Orion Capital Management LLC1,290$198K0.1%-39.2%0.000%
5/14/2025Caisse DE Depot ET Placement DU Quebec175,058$26.82M0.1%-4.9%0.027%
5/14/2025Corebridge Financial Inc.167,813$25.71M0.1%+1.2%0.026%
5/14/2025Virtus Advisers LLC785$120K0.2%-91.1%0.000%
(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, 1,156 institutional investors and hedge funds held shares of Welltower. The most heavily invested institutionals were Vanguard Group Inc. ($14.16B), Cohen & Steers Inc. ($4.78B), Capital International Investors ($4.67B), State Street Corp ($4.56B), BlackRock Inc. ($4.32B), Norges Bank ($3.94B), and Wellington Management Group LLP ($3.26B).Learn more on Welltower's institutional investors.

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

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

Which institutional investors have been buying Welltower's stock?

Of the 1,015 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 ($58.50M), Capital International Investors ($14.59M), Vanguard Group Inc. ($13.20M), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($7.23M), Bank Julius Baer & Co. Ltd Zurich ($6.20M), FMR LLC ($5.33M), and Nuveen LLC ($4.97M).

How much institutional buying is happening at Welltower?

Institutional investors have bought a total of 106,201,574 shares in the last 24 months. This purchase volume represents approximately $14.00B in transactions.

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

Of the 441 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: Vanguard Group Inc. ($5.90M), JPMorgan Chase & Co. ($5.08M), Marshall Wace LLP ($2.15M), Canada Pension Plan Investment Board ($2.04M), Daiwa Securities Group Inc. ($1.70M), Legal & General Group Plc ($1.25M), and Resolution Capital Ltd ($1.20M).

How much institutional selling is happening at Welltower?

Institutional investors have sold a total of 32,819,489 shares in the last 24 months. This volume of shares sold represents approximately $4.43B in transactions.


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This page (NYSE:WELL) was last updated on 7/2/2025 by MarketBeat.com Staff
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