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Welltower (WELL) Institutional Ownership

Welltower logo
$239.95 +2.55 (+1.07%)
As of 08/21/2026 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)
1015
Total
Institutional Inflows
(last 12 months)
$26.88B
Number of
Institutional Sellers
(last 12 months)
512
Total
Institutional Outflows
(last 12 months)
$8.12B
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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
8/23/2026 Widmann Financial Services Inc.3,521$799K0.4%+242.2%0.000%
8/23/2026 HB Wealth Management LLC18,444$4.19M0.0%+3.3%0.003%
8/23/2026 Nilsine Partners LLC17,946$4.07M0.3%-0.9%0.002%
8/23/2026 Saudi Central Bank49,317$11.19M0.1%+94.7%0.007%
8/23/2026 Angeles Wealth Management LLC3,196$725K0.0%+3.3%0.000%
8/23/2026 Azimuth Capital Investment Management LLC43,391$9.85M0.3%-0.4%0.006%
8/22/2026 Compass Financial Management LLC390$90K0.0%N/A0.000%
8/22/2026 AlphaGrep UK Ltd3,634$825K0.2%N/A0.001%
8/22/2026 Markowski Investments5,720$1.30M0.3%N/A0.001%
8/22/2026 Munich Reinsurance Co Stock Corp in Munich787$179K0.0%-39.8%0.000%
8/22/2026 MOR Wealth Management LLC2,969$674K0.3%N/A0.000%
8/22/2026 SMART Wealth LLC2,010$456K0.1%N/A0.000%
8/22/2026 Valued Retirements Inc.4,238$962K0.8%+6.7%0.001%
8/22/2026 Raiffeisen Bank International AG21,369$4.87M0.1%+23.5%0.003%
8/22/2026 Syon Capital LLC5,908$1.34M0.1%+6.1%0.001%
8/22/2026 TD Waterhouse Canada Inc.65,218$15.02M0.0%+11.8%0.009%
8/22/2026 Concurrent Investment Advisors LLC24,143$5.48M0.0%+6.9%0.003%
8/22/2026 NEOS Investment Management LLC248,161$56.33M0.2%+12.6%0.034%
8/22/2026 Power Wealth Management LLC1,076$244K0.1%N/A0.000%
8/21/2026 Beacon Capital Management LLC958$217K0.0%N/A0.000%
8/21/2026 Paragon Private Wealth Management LLC979$222K0.1%N/A0.000%
8/21/2026 Continuum Advisory LLC3,117$707K0.1%-44.8%0.000%
8/21/2026 Nykredit A S372,430$84.53M0.3%N/A0.052%
8/21/2026 InTrack Investment Management Inc1,420$322K0.2%N/A0.000%
8/21/2026 B. Metzler seel. Sohn & Co. AG59,902$13.60M0.1%+55.3%0.008%
8/21/2026 Emergent Wealth Advisors LLC8,069$1.82M1.0%+1.5%0.001%
8/21/2026 Natural Investments LLC1,673$379K0.1%+3.0%0.000%
8/21/2026 Beacon Financial Advisory LLC990$225K0.0%N/A0.000%
8/21/2026 Symphony Financial Ltd. Co.1,187$270K0.0%N/A0.000%
8/21/2026 Independence Bank of Kentucky116$26K0.0%-75.4%0.000%
8/20/2026 Proficio Capital Partners LLC4,862$1.10M0.0%N/A0.001%
8/20/2026 Clifford Swan Investment Counsel LLC1,612$366K0.0%-3.6%0.000%
8/20/2026 JNBA Financial Advisors458$104K0.0%+129.0%0.000%
8/20/2026 Quantitative Investment Management LLC10,943$2.48M0.3%+127.6%0.002%
8/20/2026 Ancora Advisors LLC7,005$1.59M0.0%-5.1%0.001%
8/20/2026 Moore Capital Management LP90,277$20.49M0.3%N/A0.013%
8/20/2026 Sigma Planning Corp8,406$1.91M0.0%-2.0%0.001%
8/20/2026 Benjamin Edwards Inc.24,629$5.59M0.1%+28.4%0.003%
8/20/2026 GTS Securities LLC7,188$1.63M0.0%-35.3%0.001%
8/20/2026 Flputnam Investment Management Co.4,832$1.10M0.0%+33.3%0.001%
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8/20/2026 Northwestern Mutual Wealth Management Co.67,922$15.42M0.0%-21.1%0.009%
8/20/2026 Wedbush Securities Inc.2,662$604K0.0%-5.7%0.000%
8/20/2026 Rational Advisors Inc.43,800$9.94M0.9%-1.4%0.006%
8/20/2026 Meiji Yasuda Life Insurance Co15,694$3.56M0.1%+8.6%0.002%
8/20/2026 Spinnaker Trust21,000$4.77M0.2%-1.8%0.003%
8/20/2026 Cullinan Associates Inc.2,065$469K0.0%-9.2%0.000%
8/20/2026 Greenleaf Trust10,180$2.31M0.0%-3.0%0.001%
8/19/2026 Trustmark Bank Trust Department5,872$1.33M0.1%-1.0%0.001%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC7,948,735$1.80B0.3%-2.7%1.103%
8/19/2026 New Mexico Educational Retirement Board34,748$7.89M0.2%+13.0%0.005%
8/19/2026 Royal London Asset Management Ltd.342,189$77.67M0.1%+0.8%0.047%
8/19/2026 Mufg Securities Americas Inc.21,261$4.83M0.2%+10.1%0.003%
8/19/2026 Van ECK Associates Corp501,172$113.75M0.1%+6.3%0.070%
8/19/2026 Nissay Asset Management Corp Japan205,356$46.61M0.2%+3.3%0.028%
8/19/2026 Braun Stacey Associates Inc.216,915$49.23M1.4%-2.3%0.030%
8/19/2026 Wellington Management Group LLP15,179,324$3.45B0.6%-10.4%2.106%
8/19/2026 Kingsview Wealth Management LLC8,824$2.00M0.0%N/A0.001%
8/18/2026 Beacon Pointe Advisors LLC20,305$4.61M0.0%N/A0.003%
8/18/2026 49 Wealth Management LLC1,305$296K0.0%N/A0.000%
8/18/2026 Livforsakringsbolaget Skandia Omsesidigt5,213$1.18M0.0%N/A0.001%
8/18/2026 Rakuten Investment Management Inc.115,381$26.28M0.1%N/A0.016%
8/18/2026 Orion Capital Management LLC606$138K0.0%N/A0.000%
8/18/2026 Glenview Trust Co3,877$880K0.0%N/A0.001%
8/18/2026 Concorde Asset Management LLC1,384$314K0.2%N/A0.000%
8/18/2026 Comprehensive Money Management Services LLC3,921$890K0.6%N/A0.001%
8/18/2026 Empowered Funds LLC57,241$12.99M0.1%N/A0.008%
8/18/2026 United Capital Financial Advisors LLC22,702$5.15M0.0%N/A0.003%
8/18/2026 Equitable Holdings Inc.7,584$1.72M0.0%N/A0.001%
8/18/2026 Centaurus Financial Inc.16,460$3.74M0.1%N/A0.002%
8/18/2026 Brasada Capital Management LP34,114$7.74M0.0%N/A0.005%
8/18/2026 Coastal Bridge Advisors LLC2,534$575K0.0%N/A0.000%
8/18/2026Jefferies Financial Group Inc.142,905$32.44M0.2%N/A0.020%
8/18/2026 Public Employees Retirement System of Ohio1,075,665$244.14M0.7%N/A0.149%
8/18/2026 MASTERINVEST Kapitalanlage GmbH17,176$3.90M0.3%N/A0.002%
8/17/2026 Proficio Capital Partners LLC4,862$1.10M0.0%N/A0.001%
8/17/2026 Pure Financial Advisors LLC2,074$471K0.0%N/A0.000%
8/17/2026 Transamerica Financial Advisors LLC56,980$12.93M1.1%N/A0.008%
8/17/2026 Adelante Capital Management LLC972,469$220.72M14.5%N/A0.135%
8/17/2026 Corient Private Wealth LP112,540$25.54M0.0%N/A0.016%
8/17/2026 Perennial Investment Advisors LLC1,861$422K0.0%N/A0.000%
8/17/2026 Ausdal Financial Partners Inc.2,717$617K0.0%N/A0.000%
8/17/2026 Bamco Inc. NY1,232,060$279.64M0.4%N/A0.171%
8/17/2026 Bank of America Corp DE19,496,361$4.43B0.3%N/A2.705%
8/15/2026 Arini Capital Management Ltd40,000$9.08M0.9%N/A0.006%
8/15/2026 Caisse de depot et placement du Quebec10,721$2.43M0.0%N/A0.001%
8/15/2026 Gallagher Fiduciary Advisors LLC3,881$881K0.0%N/A0.001%
8/15/2026 Man Group plc56,674$12.86M0.0%N/A0.008%
8/15/2026 Jupiter Topco LLC874,893$198.46M0.1%N/A0.121%
8/14/2026 Ancora Advisors LLC7,005$1.59M0.0%N/A0.001%
8/14/2026 Primecap Management Co. CA385,509$87.50M0.1%N/A0.053%
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8/14/2026 Canada Pension Plan Investment Board2,328,059$528.40M0.3%N/A0.323%
8/14/2026 Legal & General Group Plc7,046,531$1.60B0.3%N/A0.978%
8/14/2026 The Manufacturers Life Insurance Company 403,898$91.67M0.1%N/A0.056%
8/14/2026 Jones Financial Companies Lllp4,616$1.05M0.0%N/A0.001%
8/14/2026 Van Hulzen Asset Management LLC3,596$816K0.1%N/A0.000%
8/14/2026 Fiduciary Financial Advisors362$81K0.0%N/A0.000%
8/14/2026 L2 Asset Management LLC4,037$916K0.1%N/A0.001%
8/14/2026 Cetera Trust Company N.A1,990$452K0.2%N/A0.000%
8/14/2026 Aberdeen Wealth Management LLC1,350$306K0.1%N/A0.000%
8/14/2026 Visionary Wealth Advisors2,578$585K0.0%N/A0.000%


WELL Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,490 institutional investors and hedge funds held shares of Welltower. The most heavily invested institutionals were BlackRock Inc. ($17.71B), Vanguard Group Inc. ($17.15B), Capital International Investors ($8.81B), State Street Corp ($7.75B), Cohen & Steers Inc. ($6.22B), Norges Bank ($5.47B), and Bank of America Corp DE ($4.43B).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 1,345 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), Bank of America Corp DE ($23.89M), Vanguard Group Inc. ($9.25M), Capital World Investors ($9.16M), Cardano Risk Management B.V. ($8.93M), Legal & General Group Plc ($7.92M), and UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($7.23M).

Institutional investors have bought a total of 135,475,333 shares in the last 24 months. This purchase volume represents approximately $26.88B in transactions.

Of the 512 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 ($9.89M), Cardano Risk Management B.V. ($8.52M), Wellington Management Group LLP ($3.29M), Groupama Asset Managment ($1.91M), UBS Group AG ($1.52M), Balyasny Asset Management L.P. ($1.08M), and Macquarie Group Ltd. ($969.26K).

Institutional investors have sold a total of 43,262,828 shares in the last 24 months. This volume of shares sold represents approximately $8.12B in transactions.


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Institutional ownership data for NYSE:WELL is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/23/2026. New 13F filings are added each quarter as they're published.
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