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AMD   176.52 (-2.94%)
BABA   75.96 (-0.22%)
T   16.80 (+1.27%)
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GE   153.33 (+1.09%)
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XOM   103.84 (-0.88%)
S&P 500   5,088.80 (+0.03%)
DOW   39,131.53 (+0.16%)
QQQ   436.78 (-0.29%)
AAPL   182.52 (-1.00%)
MSFT   410.34 (-0.32%)
META   484.03 (-0.43%)
GOOGL   143.96 (-0.09%)
AMZN   174.99 (+0.23%)
TSLA   191.97 (-2.76%)
NVDA   788.17 (+0.36%)
NIO   5.40 (-7.69%)
AMD   176.52 (-2.94%)
BABA   75.96 (-0.22%)
T   16.80 (+1.27%)
F   12.15 (+0.25%)
MU   86.00 (+0.10%)
CGC   3.36 (-0.30%)
GE   153.33 (+1.09%)
DIS   107.74 (+0.09%)
AMC   4.43 (+0.23%)
PFE   27.76 (+0.76%)
PYPL   59.16 (+1.39%)
XOM   103.84 (-0.88%)
S&P 500   5,088.80 (+0.03%)
DOW   39,131.53 (+0.16%)
QQQ   436.78 (-0.29%)
AAPL   182.52 (-1.00%)
MSFT   410.34 (-0.32%)
META   484.03 (-0.43%)
GOOGL   143.96 (-0.09%)
AMZN   174.99 (+0.23%)
TSLA   191.97 (-2.76%)
NVDA   788.17 (+0.36%)
NIO   5.40 (-7.69%)
AMD   176.52 (-2.94%)
BABA   75.96 (-0.22%)
T   16.80 (+1.27%)
F   12.15 (+0.25%)
MU   86.00 (+0.10%)
CGC   3.36 (-0.30%)
GE   153.33 (+1.09%)
DIS   107.74 (+0.09%)
AMC   4.43 (+0.23%)
PFE   27.76 (+0.76%)
PYPL   59.16 (+1.39%)
XOM   103.84 (-0.88%)
S&P 500   5,088.80 (+0.03%)
DOW   39,131.53 (+0.16%)
QQQ   436.78 (-0.29%)
AAPL   182.52 (-1.00%)
MSFT   410.34 (-0.32%)
META   484.03 (-0.43%)
GOOGL   143.96 (-0.09%)
AMZN   174.99 (+0.23%)
TSLA   191.97 (-2.76%)
NVDA   788.17 (+0.36%)
NIO   5.40 (-7.69%)
AMD   176.52 (-2.94%)
BABA   75.96 (-0.22%)
T   16.80 (+1.27%)
F   12.15 (+0.25%)
MU   86.00 (+0.10%)
CGC   3.36 (-0.30%)
GE   153.33 (+1.09%)
DIS   107.74 (+0.09%)
AMC   4.43 (+0.23%)
PFE   27.76 (+0.76%)
PYPL   59.16 (+1.39%)
XOM   103.84 (-0.88%)

Welltower (WELL) Institutional Ownership

$93.41
-0.41 (-0.44%)
(As of 02/23/2024 ET)

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

Current
Institutional Ownership
Percentage
91.61%
Number of
Institutional Buyers
(last 12 months)
545
Total
Institutional Inflows
(last 12 months)
$8.20 B
Number of
Institutional Sellers
(last 12 months)
363
Total
Institutional Outflows
(last 12 months)
$2.96 B
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WELL Institutional Buying and Selling by Quarter


Welltower Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/22/2024Scarborough Advisors LLC4,697$0.42M0.0%N/A0.001%
2/21/2024V Square Quantitative Management LLC14,147$1.28M0.3%+105.6%0.002%
2/17/2024FIL Ltd613,819$55.35M0.1%-6.7%0.111%
2/16/2024Wesbanco Bank Inc.13,328$1.20M0.1%-4.3%0.002%
2/16/2024Spouting Rock Asset Management LLC3,000$0.27M0.1%N/A0.001%
2/16/2024D L Carlson Investment Group Inc.35,374$3.32M0.7%N/A0.006%
2/16/2024Sanibel Captiva Trust Company Inc.10,530$0.95M0.0%N/A0.002%
2/16/2024Harbour Investments Inc.3,142$0.28M0.0%+91.7%0.001%
2/16/2024Public Employees Retirement System of Ohio1,019,796$91.96M0.4%+7.7%0.184%
2/15/2024Mercer Global Advisors Inc. ADV26,074$2.35M0.0%-6.7%0.005%
2/15/2024Employees Retirement System of Texas185,000$16.68M0.2%+5.7%0.033%
2/15/2024Venture Visionary Partners LLC89,850$8.10M0.4%-1.8%0.016%
2/15/2024Townsquare Capital LLC2,410$0.22M0.0%N/A0.000%
2/15/2024E. Ohman J or Asset Management AB20,704$1.87M0.1%-9.6%0.004%
2/15/2024Legal & General Group Plc8,139,814$733.97M0.2%+22.8%1.471%
2/15/2024Barclays PLC2,134,594$192.48M0.1%+56.1%0.386%
2/15/2024Ilmarinen Mutual Pension Insurance Co25,500$2.30M0.0%-30.1%0.005%
2/15/2024Andra AP fonden81,200$7.32M0.4%+60.8%0.015%
2/15/2024Perpetual Ltd20,614$1.86M0.0%+51.8%0.004%
2/15/2024Utah Retirement Systems93,103$8.40M0.1%+8.9%0.017%
2/15/2024Van Lanschot Kempen Investment Management N.V.29,300$2.64M0.0%N/A0.005%
2/15/2024Vanguard Group Inc.85,930,671$7.75B0.2%+6.4%15.526%
2/15/2024Voloridge Investment Management LLC287,944$25.96M0.1%+592.8%0.052%
2/15/2024Voya Investment Management LLC1,828,958$164.76M0.2%-1.0%0.330%
2/15/2024Vident Advisory LLC40,369$3.64M0.1%+3.0%0.007%
2/15/2024West Tower Group LLC1,053$95K0.2%N/A0.000%
2/15/2024Nuveen Asset Management LLC4,528,017$406.66M0.1%+10.8%0.818%
2/15/2024Pettyjohn Wood & White Inc.4,200$0.38M0.1%-9.2%0.001%
2/15/2024Price T Rowe Associates Inc. MD7,175,080$646.98M0.1%-1.5%1.296%
2/15/2024Profund Advisors LLC9,860$0.89M0.0%+29.2%0.002%
2/15/2024Public Sector Pension Investment Board120,956$10.91M0.1%+13.7%0.022%
2/15/2024Groupama Asset Managment20,030$1.81M0.0%N/A0.004%
2/15/2024GRS Advisors LLC12,314$1.11M0.2%N/A0.002%
2/15/2024Gallagher Fiduciary Advisors LLC7,882$0.71M0.0%-6.3%0.001%
2/15/2024Gotham Asset Management LLC14,675$1.32M0.0%-46.7%0.003%
2/15/2024Heitman Real Estate Securities LLC1,075,904$97.01M5.2%-14.5%0.194%
2/15/2024Buckingham Strategic Partners LLC4,077$0.37M0.0%N/A0.001%
2/15/2024Baird Financial Group Inc.10,463$0.94M0.0%-56.8%0.002%
2/15/2024Cohen & Steers Inc.40,846,208$3.68B7.5%+0.2%7.380%
2/14/2024Royal Bank of Canada763,469$68.84M0.0%+26.4%0.138%
2/14/2024Pathstone Holdings LLC35,945$3.24M0.0%N/A0.006%
2/14/2024Kestra Advisory Services LLC4,228$0.38M0.0%N/A0.001%
2/14/2024LM Advisors LLC690$62K0.0%N/A0.000%
2/14/2024Creative Planning152,968$13.79M0.0%+187.9%0.028%
2/14/2024Ethic Inc.54,787$4.94M0.1%+103.5%0.010%
2/14/2024Dean Capital Management15,042$1.36M0.8%+9.0%0.003%
2/14/2024Bridgewater Associates LP142,217$12.82M0.1%+122.8%0.026%
2/14/2024MGO One Seven LLC7,674$0.69M0.0%+70.8%0.001%
2/14/2024Visionary Wealth Advisors2,935$0.27M0.0%-14.9%0.001%
2/14/2024Nomura Holdings Inc.98,221$8.86M0.0%N/A0.018%
2/14/2024Lighthouse Investment Partners LLC70,000$6.31M0.3%N/A0.013%
2/14/2024HGI Capital Management LLC4,655$0.42M0.5%N/A0.001%
2/14/2024State of Tennessee Treasury Department131,336$11.84M0.0%-13.2%0.024%
2/14/2024Verition Fund Management LLC10,010$0.90M0.0%-96.5%0.002%
2/14/2024Elo Mutual Pension Insurance Co45,288$4.08M0.1%+8.9%0.008%
2/14/2024Sei Investments Co.2,297,223$207.14M0.3%+15.4%0.415%
2/14/2024Shell Asset Management Co.24,670$2.22M0.1%-20.3%0.004%
2/14/2024Ossiam15,437$1.39M0.0%-20.6%0.003%
2/14/2024Personal CFO Solutions LLC4,038$0.36M0.1%+23.5%0.001%
2/14/2024Schroder Investment Management Group1,029,422$92.82M0.1%-1.9%0.186%
2/14/2024Prudential PLC39,639$3.57M0.0%+4.3%0.007%
2/14/2024Azimuth Capital Investment Management LLC55,804$5.03M0.2%-7.7%0.010%
2/14/2024Angeles Investment Advisors LLC2,322$0.21M0.0%N/A0.000%
2/13/2024Epoch Investment Partners Inc.140,198$12.64M0.1%-74.8%0.025%
2/13/2024Morningstar Investment Services LLC2,344$0.21M0.0%N/A0.000%
2/13/2024Envestnet Asset Management Inc.438,470$39.54M0.0%-2.0%0.079%
2/13/2024Stephens Inc. AR6,846$0.62M0.0%+6.0%0.001%
2/13/2024Northern Trust Corp5,489,076$494.95M0.1%-17.0%0.992%
2/13/2024American International Group Inc.149,837$13.51M0.1%+5.6%0.027%
2/13/2024Cibc World Markets Corp253,966$22.90M0.1%+787.0%0.046%
2/13/2024Public Employees Retirement Association of Colorado76,025$6.86M0.0%+1,317.3%0.014%
2/13/20241832 Asset Management L.P.8,600$0.78M0.0%+43.3%0.002%
2/13/2024Cetera Advisor Networks LLC48,148$4.34M0.0%+1.5%0.009%
2/13/2024Oppenheimer & Co. Inc.26,509$2.39M0.0%+8.9%0.005%
2/13/2024Crossmark Global Holdings Inc.26,983$2.43M0.1%+1.4%0.005%
2/13/2024Tower Research Capital LLC TRC 88,107$7.95M0.1%+298.5%0.016%
2/13/2024Capital International Investors23,132,262$2.09B0.5%+6.3%4.179%
2/13/2024Lake Street Advisors Group LLC2,853$0.26M0.0%N/A0.001%
2/13/2024First Trust Advisors LP163,439$14.74M0.0%+4.3%0.030%
2/13/2024Centersquare Investment Management LLC4,479,350$403.90M4.5%-0.1%0.809%
2/13/2024Lasalle Investment Management Securities LLC704,288$63.51M2.5%+0.7%0.127%
2/13/2024Goldman Sachs Group Inc.4,300,971$387.82M0.1%+44.1%0.777%
2/13/2024Royal London Asset Management Ltd.206,079$18.58M0.1%+6.7%0.037%
2/13/2024CIBC Private Wealth Group LLC2,285$0.21M0.0%N/A0.000%
2/13/2024Peapack Gladstone Financial Corp46,589$4.20M0.1%-2.4%0.008%
2/13/2024Rafferty Asset Management LLC74,247$6.70M0.0%+28.1%0.013%
2/13/2024CIBC Asset Management Inc74,352$6.70M0.0%+1.0%0.013%
2/13/2024NEOS Investment Management LLC7,842$0.71M0.1%+74.6%0.001%
2/13/2024The Manufacturers Life Insurance Company 498,045$44.91M0.0%+10.6%0.090%
2/13/2024Bard Associates Inc.15,020$1.35M0.5%-3.2%0.003%
2/13/2024KBC Group NV30,911$2.79M0.0%-2.7%0.006%
2/13/2024APG Asset Management US Inc.966,867$87.18M0.5%+6.5%0.175%
2/13/2024Presima Securities ULC63,917$5.76M1.3%-80.4%0.012%
2/13/2024California State Teachers Retirement System812,932$73.30M0.1%+6.1%0.147%
2/12/2024Warwick Investment Management Inc.2,461$0.22M0.1%-5.3%0.000%
2/12/2024Cbre Investment Management Listed Real Assets LLC2,884,400$260.09M4.7%-8.8%0.521%
2/12/2024Dodds Wealth LLC7,529$0.68M0.3%N/A0.001%
2/12/2024Bank of Nova Scotia66,930$6.04M0.0%+41.8%0.012%
2/12/2024Qtron Investments LLC5,559$0.50M0.1%N/A0.001%
2/12/2024Makena Capital Management LLC92,182$8.31M1.9%-32.1%0.017%
(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, 932 institutional investors and hedge funds held shares of Welltower. The most heavily invested institutionals were Vanguard Group Inc. ($7.75B), BlackRock Inc. ($4.32B), Cohen & Steers Inc. ($3.68B), State Street Corp ($2.61B), Norges Bank ($2.45B), Wellington Management Group LLP ($2.20B), and Capital International Investors ($2.09B).Learn more on WELL's institutional investors.

What percentage of Welltower stock is owned by institutional investors?

91.61% 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 810 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 ($59.62M), Vanguard Group Inc. ($11.92M), Wellington Management Group LLP ($9.70M), Capital International Investors ($8.17M), BlackRock Inc. ($7.17M), Cohen & Steers Inc. ($6.85M), and Principal Financial Group Inc. ($6.28M).

How much institutional buying is happening at Welltower?

Institutional investors have bought a total of 194,472,851 shares in the last 24 months. This purchase volume represents approximately $15.74B in transactions.

Which Welltower major shareholders have been selling company stock?

Of the 543 institutional investors that sold Welltower stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cohen & Steers Inc. ($6.30M), Price T Rowe Associates Inc. MD ($4.40M), Deutsche Bank AG ($3.78M), Zimmer Partners LP ($3.37M), Daiwa Securities Group Inc. ($2.42M), JPMorgan Chase & Co. ($2.31M), and Bank of America Corp DE ($2.18M).

How much institutional selling is happening at Welltower?

Institutional investors have sold a total of 72,615,438 shares in the last 24 months. This volume of shares sold represents approximately $5.65B in transactions.


This page (NYSE:WELL) was last updated on 2/23/2024 by MarketBeat.com Staff