Go Pro
→ Iran War Shock: What I Was Told In That Private Meeting (From Banyan Hill Publishing) (Ad)tc pixel Free WELL Stock Alerts

Welltower (WELL) Institutional Ownership

Welltower logo
$234.40 +2.81 (+1.21%)
Closing price 03:59 PM Eastern
Extended Trading
$234.42 +0.02 (+0.01%)
As of 07:56 PM 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 Massive. Learn more.
Compare

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

Current
Institutional Ownership
Percentage
94.80%
Number of
Institutional Buyers
(last 12 months)
1019
Total
Institutional Inflows
(last 12 months)
$24.11B
Number of
Institutional Sellers
(last 12 months)
581
Total
Institutional Outflows
(last 12 months)
$9.48B
Get WELL Insider Trade Alerts

Want to know when executives and insiders are buying or selling Welltower stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

WELL Institutional Buying and Selling by Quarter

Welltower Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/12/2026 Ballast Inc.992$225K0.0%N/A0.000%
7/10/2026 Family Wealth Partners LLC3,678$835K0.3%+1.3%0.001%
7/10/2026 Tema ETFs LLC11,250$2.55M0.1%+9.9%0.002%
7/10/2026 Yoffe Investment Management LLC989$224K0.3%N/A0.000%
7/10/2026 E. Ohman J or Asset Management AB23,555$5.35M0.1%-19.8%0.003%
7/10/2026 Handelsbanken Fonder AB353,123$80.15M0.2%+11.5%0.050%
7/10/2026 Financial Designs Corp1,005$228K0.1%-17.9%0.000%
7/10/2026 KMG Fiduciary Partners LLC32,947$7.48M0.7%-7.2%0.005%
7/10/2026 Fulton Bank N.A.1,670$379K0.0%N/A0.000%
7/10/2026 Wealthcare Advisory Partners LLC1,701$386K0.0%-21.1%0.000%
7/9/2026 Revolve Wealth Partners LLC1,392$316K0.0%+3.3%0.000%
7/9/2026 Contravisory Investment Management Inc.11,263$2.56M0.5%+2.2%0.002%
7/9/2026 Sapient Capital LLC4,922$1.12M0.0%N/A0.001%
7/9/2026 Legacy Wealth Asset Management LLC4,812$1.09M0.2%-3.5%0.001%
7/9/2026 Allied Private Wealth LLC177$41K0.0%N/A0.000%
7/9/2026 Wealth Science Advisors LLC2,316$526K0.2%+17.6%0.000%
7/9/2026 HF Advisory Group LLC3,086$700K0.2%-7.6%0.000%
7/9/2026 Everhart Financial Group Inc.10,138$2.30M0.1%-2.5%0.001%
7/9/2026 Sax Wealth Advisors LLC7,417$1.68M0.1%-1.9%0.001%
7/9/2026 Cardano Risk Management B.V.1,069,814$242.82M1.9%+7.3%0.152%
7/9/2026 Everpar Advisors LLC2,410$547K0.2%+8.8%0.000%
7/9/2026 First National Bank of Mount Dora Trust Investment Services32,878$7.46M1.5%-0.6%0.005%
7/8/2026 Baring Financial LLC963$219K0.1%N/A0.000%
7/8/2026 Chesley Taft & Associates LLC19,540$4.44M0.2%+1.1%0.003%
7/8/2026 Trust Point Inc.1,536$349K0.0%-5.4%0.000%
7/8/2026 Community Trust & Investment Co.1,000$227K0.0%N/A0.000%
7/8/2026 Cooper Financial Group1,703$387K0.0%+7.5%0.000%
7/8/2026 Czech National Bank200,930$45.61M0.2%+5.7%0.028%
7/8/2026 PensionDanmark Pensionsforsikringsaktieselskab106,240$24.11M0.2%+7.3%0.015%
7/8/2026 Assenagon Asset Management S.A.22,863$5.19M0.0%-4.7%0.003%
7/8/2026 Sarasin & Partners LLP13,657$3.10M0.0%-21.7%0.002%
7/7/2026 180 Wealth Advisors LLC3,748$851K0.1%-3.6%0.001%
7/7/2026 Foster Group Inc.2,194$498K0.0%+5.7%0.000%
7/7/2026 Quad Cities Investment Group LLC913$207K0.1%N/A0.000%
7/7/2026 Balefire LLC1,220$277K0.0%N/A0.000%
7/7/2026 Dynamic Advisor Solutions LLC1,541$350K0.0%+5.3%0.000%
7/7/2026 BDF Gestion19,654$4.46M0.6%+39.6%0.003%
7/7/2026 GAMMA Investing LLC18,496$4.20M0.2%+11.9%0.003%
7/7/2026 Harbor Investment Advisory LLC7,613$1.73M0.1%+19.6%0.001%
7/7/2026 Central Pacific Bank Trust Division831$189K0.0%-8.3%0.000%
Read now. Do not delete. You’ve been warned. (Ad)

Three Nobel Prize Winners expose this once-in-a-generation wealth shift: “Don’t Say I Didn’t Warn You” Porter Stansberry exposes how the convergence of three immense forces is about to rewrite everything about the American way of life: how you work, save, invest… it’s all about to change.tc pixel

Don’t be left behind. Click here now.
7/7/2026 Moody National Bank Trust Division1,614$366K0.0%-4.9%0.000%
7/7/2026 CoreCap Advisors LLC3,337$757K0.0%-7.4%0.000%
7/7/2026 Pacific Excel Wealth Advisors Inc.950$216K0.1%N/A0.000%
7/6/2026 Stableford Capital II LLC5,272$1.20M0.4%-2.0%0.001%
7/6/2026 RDA Financial Network9,586$2.18M0.5%-12.3%0.001%
7/6/2026 Dogwood Wealth Management LLC2,953$670K0.3%-20.7%0.000%
7/6/2026 Trilogy Capital Inc.977$222K0.0%N/A0.000%
7/2/2026 Versant Capital Management Inc516$117K0.0%-42.7%0.000%
7/2/2026 CX Institutional5,219$1.19M0.0%+43.5%0.001%
6/18/2026Western Wealth Management LLC2,539$502K0.0%+8.9%0.000%
6/18/2026Pacer Advisors Inc.39,434$7.80M0.0%-32.8%0.006%
6/16/2026Empowered Funds LLC42,551$8.41M0.1%+4.5%0.006%
6/12/2026S&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%
6/3/2026DV Trading LLC1,200$237K0.0%+19,900.0%0.000%
6/3/2026NewEdge Advisors LLC210,817$41.68M0.2%+1,040.5%0.030%
6/1/2026Caerus Investment Advisors LLC2,495$493K0.2%-39.3%0.000%
6/1/2026Concorde Asset Management LLC1,366$270K0.1%-5.4%0.000%
6/1/2026Keel Point LLC2,816$557K0.0%-19.7%0.000%
5/29/2026Asset Dedication LLC310$61K0.0%-23.5%0.000%
5/27/2026Allen Capital Group LLC1,317$260K0.0%+8.0%0.000%
5/26/2026Glenmede Trust Co. NA13,403$2.65M0.0%+11.3%0.002%
5/22/2026Groupama Asset Managment176,657$34.93M0.5%-0.5%0.025%
5/22/2026Segall Bryant & Hamill LLC1,758$361K0.0%N/A0.000%
5/21/2026Groupe la Francaise66,226$13.09M0.2%-38.6%0.009%
5/19/2026Western Wealth Management LLC2,539$502K0.0%+8.9%0.000%
5/19/2026Bank of America Corp DE21,750,501$4.30B0.3%+6.6%3.081%
5/19/2026Edgestream Partners L.P.17,991$3.56M0.1%+278.0%0.003%
5/19/2026Janus Henderson Group PLC898,586$177.74M0.1%+30.4%0.127%
5/19/2026Centaurus Financial Inc.15,724$3.11M0.1%+5.2%0.002%
5/19/2026Bull Harbor Capital LLC4,028$796K0.2%N/A0.001%
5/19/2026Strategic Investment Advisors MI2,292$454K0.0%-15.1%0.000%
5/19/2026Arkadios Wealth Advisors17,235$3.41M0.1%-32.2%0.002%
5/18/2026Amundi3,331,121$658.60M0.2%-4.8%0.472%
5/18/2026Adelante Capital Management LLC1,029,079$203.46M13.3%+2.3%0.146%
5/18/2026EverSource Wealth Advisors LLC6,844$1.35M0.0%+13.0%0.001%
5/18/2026California State Teachers Retirement System1,035,323$204.69M0.2%-0.7%0.147%
5/18/2026Royal Bank of Canada877,687$173.53M0.0%-12.6%0.124%
5/18/2026Resolution Capital Ltd3,605,925$712.93M15.0%+1.0%0.511%
5/18/2026Empowered Funds LLC42,551$8.41M0.1%+4.5%0.006%
5/18/2026Eversept Partners LP180,953$35.78M1.9%N/A0.026%
5/16/2026Quantinno Capital Management LP185,298$36.64M0.1%+16.1%0.026%
5/16/2026BROOKFIELD Corp ON 307,019$60.70M0.1%+3.0%0.043%
5/16/2026Lazard Asset Management LLC1,220$241K0.0%-46.4%0.000%
5/15/2026Gateway Wealth Partners LLC2,176$430K0.0%N/A0.000%
5/15/2026Blue Chip Partners LLC68,404$13.52M1.0%N/A0.010%
5/15/2026OMERS ADMINISTRATION Corp27,244$5.39M0.0%+34.9%0.004%
5/15/202644 Wealth Management LLC2,503$495K0.2%-2.1%0.000%
5/15/2026Waverly Advisors LLC33,966$6.72M0.1%-5.1%0.005%
5/15/2026Wealth Alliance LLC1,770$350K0.0%-14.0%0.000%
Ticker Revealed: Pre-IPO Access to "Next Elon Musk" Company (Ad)

We’ve found The Next Elon Musk… and what we believe to be the next Tesla. It’s already racked up $26 billion in government contracts. Peter Thiel just bet $1 Billion on it.tc pixel

👉 Unlock the ticker now and get it completely free.
5/15/2026Bridgewater Advisors Inc.1,987$417K0.0%+11.7%0.000%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund923,823$182.65M0.3%+3,305.0%0.131%
5/14/2026Dai ichi Life Insurance Company Ltd43,932$8.69M0.2%+26.6%0.006%
5/14/2026Public Employees Retirement System of Ohio1,068,639$211.28M0.7%-12.3%0.151%
5/14/2026M.D. Sass LLC255,592$50.53M3.8%-6.4%0.036%
5/14/2026Compound Planning Inc.10,029$1.98M0.1%+9.8%0.001%
5/14/2026Modern Wealth Management LLC6,087$1.21M0.0%-2.9%0.001%
5/14/2026Keebeck Wealth Management1,787$353K0.0%+50.5%0.000%
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%


WELL Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,470 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 1,311 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. ($8.93M), 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 138,328,835 shares in the last 24 months. This purchase volume represents approximately $24.11B in transactions.

Of the 581 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 53,244,220 shares in the last 24 months. This volume of shares sold represents approximately $9.48B in transactions.


Related Companies

This page (NYSE:WELL) was last updated on 7/13/2026 by MarketBeat.com Staff.
From Our Partners
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
From the man who predicted 2008 crash…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the...
Porter & Company | Sponsoredtc pixel
Elon’s new "tollbooth"
The SpaceX IPO was valued at $1.75 trillion. But one analyst says fighting over those shares may be the wrong ...
Weiss Ratings | Sponsoredtc pixel
I paid $5,000 to hear Elon say this
One investor paid $5,000 to be in a private room with Elon Musk in Los Angeles - and what he heard confirmed a...
InvestorPlace | Sponsoredtc pixel