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Welltower (WELL) Institutional Ownership

Welltower logo
$227.94 +1.00 (+0.44%)
Closing price 10/2/2026 03:59 PM Eastern
Extended Trading
$228.55 +0.61 (+0.27%)
As of 10/2/2026 07:33 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.
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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)
1016
Total
Institutional Inflows
(last 12 months)
$27.63B
Number of
Institutional Sellers
(last 12 months)
513
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
9/23/2026QRG Capital Management Inc.86,615$19.66M0.1%+7.1%0.012%
9/23/2026Envestnet Portfolio Solutions Inc.19,790$4.49M0.0%+7.5%0.003%
9/23/2026Envestnet Asset Management Inc.916,367$207.99M0.0%+9.4%0.127%
9/22/2026State Street Corp42,138,810$9.56B0.2%+1.4%5.847%
9/9/2026The Manufacturers Life Insurance Company403,898$91.67M0.0%-4.2%0.056%
9/9/2026Sequoia Financial Advisors LLC19,901$4.52M0.0%+2.2%0.003%
9/9/2026IPG Investment Advisors LLC8,302$1.88M0.3%N/A0.001%
9/9/2026MCF Advisors LLC735$167K0.0%+26.5%0.000%
9/9/2026Scholtz & Company LLC930$211K0.1%N/A0.000%
9/9/2026National Pension Service2,015,067$457.36M0.3%+3.2%0.280%
9/9/2026Capital Analysts LLC2,405$546K0.0%-2.3%0.000%
9/9/2026Pinnacle Wealth Management Advisory Group LLC26,066$5.92M0.4%-0.2%0.004%
9/9/2026Integrated Wealth Concepts LLC10,374$2.36M0.0%-2.0%0.001%
9/9/2026RFG Advisory LLC1,640$372K0.0%+12.9%0.000%
9/9/2026NewEdge Advisors LLC238,162$54.06M0.2%+13.0%0.033%
9/9/2026IFP Advisors Inc4,887$1.11M0.0%+10.2%0.001%
9/9/2026Baird Financial Group Inc.10,165$2.31M0.0%+4.1%0.001%
9/9/2026Stableford Capital II LLC5,272$1.20M0.4%-2.0%0.001%
9/8/2026Allworth Financial LP18,436$4.18M0.0%-9.0%0.003%
9/8/2026Arizona State Retirement System195,494$44.37M0.2%+4.0%0.027%
9/8/2026West Family Investments Inc.2,569$583K0.2%+1.9%0.000%
9/8/2026Waverly Advisors LLC31,880$7.24M0.0%-6.1%0.004%
9/8/2026Nykredit A S324,783$73.72M0.2%N/A0.045%
9/4/2026Parkside Financial Bank & Trust2,233$507K0.0%+9.8%0.000%
9/2/2026Range Advisory LLC1,360$309K0.0%-5.0%0.000%
8/28/2026Cornerstone Financial Management LLC1,318$299K0.2%+3.5%0.000%
8/27/2026Corient Private Wealth LP101,833$23.11M0.0%-6.7%0.014%
8/26/2026Amundi5,339,664$1.21B0.3%+60.3%0.741%
8/26/2026HighTower Advisors LLC95,382$21.65M0.0%-5.4%0.013%
8/25/2026Groupe la Francaise63,338$14.38M0.2%-4.4%0.009%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al277,967$63.09M0.4%N/A0.039%
8/23/2026Ameritas Advisory Services LLC6,315$1.43M0.0%+75.5%0.001%
8/23/2026Wedmont Private Capital9,931$2.30M0.1%+4.3%0.001%
8/23/2026Kintra Wealth LLC2,776$651K0.0%+11.2%0.000%
8/23/2026Widmann Financial Services Inc.3,521$799K0.4%+242.2%0.000%
8/23/2026HB Wealth Management LLC18,444$4.19M0.0%+3.3%0.003%
8/23/2026Nilsine Partners LLC17,946$4.07M0.3%-0.9%0.002%
8/23/2026Saudi Central Bank49,317$11.19M0.1%+94.7%0.007%
8/23/2026Angeles Wealth Management LLC3,196$725K0.0%+3.3%0.000%
8/23/2026Azimuth Capital Investment Management LLC43,391$9.85M0.3%-0.4%0.006%
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8/22/2026Compass Financial Management LLC390$90K0.0%N/A0.000%
8/22/2026AlphaGrep UK Ltd3,634$825K0.2%N/A0.001%
8/22/2026Markowski Investments5,720$1.30M0.3%N/A0.001%
8/22/2026Munich Reinsurance Co Stock Corp in Munich787$179K0.0%-39.8%0.000%
8/22/2026MOR Wealth Management LLC2,969$674K0.3%N/A0.000%
8/22/2026SMART Wealth LLC2,010$456K0.1%N/A0.000%
8/22/2026Valued Retirements Inc.4,238$962K0.8%+6.7%0.001%
8/22/2026Raiffeisen Bank International AG21,369$4.87M0.1%+23.5%0.003%
8/22/2026Syon Capital LLC5,908$1.34M0.1%+6.1%0.001%
8/22/2026TD Waterhouse Canada Inc.65,218$15.02M0.0%+11.8%0.009%
8/22/2026Concurrent Investment Advisors LLC24,143$5.48M0.0%+6.9%0.003%
8/22/2026NEOS Investment Management LLC248,161$56.33M0.2%+12.6%0.034%
8/22/2026Power Wealth Management LLC1,076$244K0.1%N/A0.000%
8/21/2026Beacon Capital Management LLC958$217K0.0%N/A0.000%
8/21/2026Paragon Private Wealth Management LLC979$222K0.1%N/A0.000%
8/21/2026Continuum Advisory LLC3,117$707K0.1%-44.8%0.000%
8/21/2026Nykredit A S372,430$84.53M0.3%N/A0.052%
8/21/2026InTrack Investment Management Inc1,420$322K0.2%N/A0.000%
8/21/2026B. Metzler seel. Sohn & Co. AG59,902$13.60M0.1%+55.3%0.008%
8/21/2026Emergent Wealth Advisors LLC8,069$1.82M1.0%+1.5%0.001%
8/21/2026Natural Investments LLC1,673$379K0.1%+3.0%0.000%
8/21/2026Beacon Financial Advisory LLC990$225K0.0%N/A0.000%
8/21/2026Symphony Financial Ltd. Co.1,187$270K0.0%N/A0.000%
8/21/2026Independence Bank of Kentucky116$26K0.0%-75.4%0.000%
8/20/2026Proficio Capital Partners LLC4,862$1.10M0.0%N/A0.001%
8/20/2026Clifford Swan Investment Counsel LLC1,612$366K0.0%-3.6%0.000%
8/20/2026JNBA Financial Advisors458$104K0.0%+129.0%0.000%
8/20/2026Quantitative Investment Management LLC10,943$2.48M0.3%+127.6%0.002%
8/20/2026Ancora Advisors LLC7,005$1.59M0.0%-5.1%0.001%
8/20/2026Moore Capital Management LP90,277$20.49M0.3%N/A0.013%
8/20/2026Sigma Planning Corp8,406$1.91M0.0%-2.0%0.001%
8/20/2026Benjamin Edwards Inc.24,629$5.59M0.1%+28.4%0.003%
8/20/2026GTS Securities LLC7,188$1.63M0.0%-35.3%0.001%
8/20/2026Flputnam Investment Management Co.4,832$1.10M0.0%+33.3%0.001%
8/20/2026Northwestern Mutual Wealth Management Co.67,922$15.42M0.0%-21.1%0.009%
8/20/2026Wedbush Securities Inc.2,662$604K0.0%-5.7%0.000%
8/20/2026Rational Advisors Inc.43,800$9.94M0.9%-1.4%0.006%
8/20/2026Meiji Yasuda Life Insurance Co15,694$3.56M0.1%+8.6%0.002%
8/20/2026Spinnaker Trust21,000$4.77M0.2%-1.8%0.003%
8/20/2026Cullinan Associates Inc.2,065$469K0.0%-9.2%0.000%
8/20/2026Greenleaf Trust10,180$2.31M0.0%-3.0%0.001%
8/19/2026Trustmark Bank Trust Department5,872$1.33M0.1%-1.0%0.001%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC7,948,735$1.80B0.3%-2.7%1.103%
8/19/2026New Mexico Educational Retirement Board34,748$7.89M0.2%+13.0%0.005%
8/19/2026Royal London Asset Management Ltd.342,189$77.67M0.1%+0.8%0.047%
8/19/2026Mufg Securities Americas Inc.21,261$4.83M0.2%+10.1%0.003%
8/19/2026Van ECK Associates Corp501,172$113.75M0.1%+6.3%0.070%
8/19/2026Nissay Asset Management Corp Japan205,356$46.61M0.2%+3.3%0.028%
8/19/2026Braun Stacey Associates Inc.216,915$49.23M1.4%-2.3%0.030%
8/19/2026Wellington Management Group LLP15,179,324$3.45B0.6%-10.4%2.106%
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8/19/2026Kingsview Wealth Management LLC8,824$2.00M0.0%N/A0.001%
8/18/2026Beacon Pointe Advisors LLC20,305$4.61M0.0%N/A0.003%
8/18/202649 Wealth Management LLC1,305$296K0.0%N/A0.000%
8/18/2026Livforsakringsbolaget Skandia Omsesidigt5,213$1.18M0.0%N/A0.001%
8/18/2026Rakuten Investment Management Inc.115,381$26.28M0.1%N/A0.016%
8/18/2026Orion Capital Management LLC606$138K0.0%N/A0.000%
8/18/2026Glenview Trust Co3,877$880K0.0%N/A0.001%
8/18/2026Concorde Asset Management LLC1,384$314K0.2%N/A0.000%
8/18/2026Comprehensive Money Management Services LLC3,921$890K0.6%N/A0.001%
8/18/2026Empowered Funds LLC57,241$12.99M0.1%N/A0.008%


WELL Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,496 institutional investors and hedge funds held shares of Welltower. The most heavily invested institutionals were BlackRock Inc. ($17.71B), Vanguard Group Inc. ($17.15B), State Street Corp ($9.56B), Capital International Investors ($8.81B), 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 1,350 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 138,721,738 shares in the last 24 months. This purchase volume represents approximately $27.63B in transactions.

Of the 513 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 43,261,989 shares in the last 24 months. This volume of shares sold represents approximately $8.12B in transactions.


Related Companies

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 9/23/2026. New 13F filings are added each quarter as they're published.
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