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Welltower (WELL) Institutional Ownership

Welltower logo
$136.02 +1.60 (+1.19%)
(As of 11/15/2024 ET)
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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)
576
Total
Institutional Inflows
(last 12 months)
$8.30B
Number of
Institutional Sellers
(last 12 months)
322
Total
Institutional Outflows
(last 12 months)
$2.57B
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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
11/16/2024 Geode Capital Management LLC12,914,347$1.65B0.1%-1.3%2.074%
11/15/2024Valued Retirements Inc.1,790$229K0.3%N/A0.000%
11/15/2024Prestige Wealth Management Group LLC7,619$975K0.2%+8,365.6%0.001%
11/15/2024Vestcor Inc132,167$16.92M0.5%+5.3%0.021%
11/15/2024M&T Bank Corp77,858$9.97M0.0%+3.2%0.013%
11/15/2024Duff & Phelps Investment Management Co.2,537,296$324.85M3.7%+3.7%0.407%
11/15/2024Barclays PLC1,684,446$215.66M0.1%+29.2%0.271%
11/15/2024Continuum Advisory LLC1,757$236K0.0%+19.4%0.000%
11/15/2024Geller Advisors LLC1,842$236K0.0%N/A0.000%
11/15/2024Public Employees Retirement System of Ohio1,094,781$140.17M0.6%-1.6%0.176%
11/15/2024Groupama Asset Managment8,153$1.04M0.0%-49.9%0.001%
11/15/2024Nomura Asset Management Co. Ltd.1,047,984$134.17M0.4%+15.6%0.168%
11/15/2024MML Investors Services LLC35,467$4.54M0.0%+1.3%0.006%
11/15/2024Dean Investment Associates LLC26,448$3.39M0.5%-3.2%0.004%
11/15/2024Orion Portfolio Solutions LLC16,280$2.08M0.0%+5.3%0.003%
11/15/2024 National Bank of Canada FI235,245$30.12M0.0%+43.2%0.038%
11/15/2024Hendershot Investments Inc.4,116$527K0.1%-20.0%0.001%
11/15/2024Brookfield Corp ON 187,195$23.97M0.1%-44.3%0.030%
11/15/2024United Services Automobile Association13,183$1.69M0.0%-4.9%0.002%
11/15/2024 Wellington Management Group LLP18,685,844$2.39B0.4%+10.6%3.001%
11/15/2024 Wahed Invest LLC14,643$1.88M0.3%+13.8%0.002%
11/15/2024 Weiss Asset Management LP144,519$18.50M0.4%N/A0.023%
11/15/2024 State Street Corp35,629,771$4.56B0.2%+0.0%5.722%
11/15/2024 Stevens Capital Management LP36,148$4.63M0.7%N/A0.006%
11/15/2024 Stifel Financial Corp192,874$24.69M0.0%+13.9%0.031%
11/15/2024 Quantinno Capital Management LP36,423$4.66M0.1%+11.9%0.006%
11/15/2024 Royal London Asset Management Ltd.245,798$31.47M0.1%+5.7%0.039%
11/15/2024 Point72 Asset Management L.P.103,535$13.26M0.0%+677.1%0.017%
11/15/2024 IHT Wealth Management LLC6,550$838K0.0%+28.2%0.001%
11/15/2024 Ingalls & Snyder LLC6,246$800K0.0%-1.3%0.001%
11/15/2024 Integrated Wealth Concepts LLC5,956$763K0.0%-9.8%0.001%
11/15/2024 Investment Management Corp of Ontario19,816$2.54M0.1%+57.1%0.003%
11/15/2024 Janus Henderson Group PLC1,113,112$142.49M0.1%-2.1%0.179%
11/15/2024 Heitman Real Estate Securities LLC616,148$78.89M4.3%-40.2%0.099%
11/15/2024 HighTower Advisors LLC87,588$11.23M0.0%+30.4%0.014%
11/15/2024 Centiva Capital LP19,903$2.55M0.1%+269.8%0.003%
11/15/2024 Chevy Chase Trust Holdings LLC312,820$40.05M0.1%-4.6%0.050%
11/15/2024 Beck Capital Management LLC19,138$2.45M0.7%N/A0.003%
11/15/2024 Benjamin Edwards Inc.19,722$2.53M0.0%+35.2%0.003%
11/15/2024 Atom Investors LP2,654$340K0.0%+6.4%0.000%
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11/15/2024 Bamco Inc. NY974,759$124.80M0.3%+20.3%0.157%
11/15/2024 Paloma Partners Management Co17,017$2.18M0.1%+187.9%0.003%
11/15/2024 FSA Wealth Management LLC461$59K0.0%N/A0.000%
11/15/2024 Erste Asset Management GmbH27,200$3.46M0.0%N/A0.004%
11/15/2024 Adelante Capital Management LLC1,150,882$148.92M6.8%-0.3%0.185%
11/14/2024 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp99,764$12.77M0.1%-8.4%0.016%
11/14/2024 Edgestream Partners L.P.5,500$704K0.0%-10.6%0.001%
11/14/2024 Caisse DE Depot ET Placement DU Quebec120,000$15.36M0.0%N/A0.019%
11/14/2024 Fred Alger Management LLC73,033$9.35M0.0%+67.0%0.012%
11/14/2024 Captrust Financial Advisors78,170$10.01M0.0%-5.3%0.013%
11/14/2024 HBK Investments L P2,824$362K0.0%-98.8%0.000%
11/14/2024 Rockefeller Capital Management L.P.70,276$8.99M0.0%+6.8%0.011%
11/14/2024 Northwest & Ethical Investments L.P.6,266$802K0.0%N/A0.001%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC6,920,426$886.02M0.2%+638.0%1.111%
11/14/2024 Public Sector Pension Investment Board101,662$13.02M0.1%+17.7%0.016%
11/14/2024 Zurcher Kantonalbank Zurich Cantonalbank 416,748$53.36M0.2%+11.0%0.067%
11/14/2024 MetLife Investment Management LLC168,461$21.57M0.1%-5.2%0.027%
11/14/2024 CreativeOne Wealth LLC9,737$1.25M0.0%+6.1%0.002%
11/14/2024 Healthcare of Ontario Pension Plan Trust Fund102,000$13.06M0.0%-22.1%0.016%
11/13/2024 Glenmede Trust Co. NA6,702$858K0.0%+8.8%0.001%
11/13/2024 Townsquare Capital LLC5,446$697K0.0%+73.0%0.001%
11/13/2024 Avestar Capital LLC2,536$325K0.0%+10.1%0.000%
11/13/2024 Brooklyn Investment Group1,712$219K0.1%N/A0.000%
11/13/2024 D.A. Davidson & CO.17,118$2.19M0.0%+5.9%0.003%
11/13/2024 FMR LLC14,428,564$1.85B0.1%+38.1%2.317%
11/13/2024 The Manufacturers Life Insurance Company 410,362$52.54M0.0%-1.0%0.066%
11/13/2024 Bank of Montreal Can726,130$92.36M0.0%-4.3%0.117%
11/13/2024 Capital Square LLC4,636$594K0.4%N/A0.001%
11/13/2024 Boston Family Office LLC26,217$3.36M0.2%+1.6%0.004%
11/13/2024 Harvest Fund Management Co. Ltd13,823$1.77M0.1%+75.7%0.002%
11/13/2024 Prosperity Financial Group Inc.1,917$245K0.1%N/A0.000%
11/13/2024 Daiwa Securities Group Inc.6,698,839$857.65M4.0%-7.2%1.076%
11/12/2024 Summit Trail Advisors LLC3,443$441K0.0%+24.6%0.001%
11/12/2024 Cahill Financial Advisors Inc.1,822$233K0.0%N/A0.000%
11/12/2024 Centaurus Financial Inc.788$101K0.0%N/A0.000%
11/12/2024Larson Financial Group LLC636$81K0.0%N/A0.000%
11/12/2024 Swedbank AB646,046$82.71M0.1%+2.8%0.104%
11/12/2024 Penserra Capital Management LLC8,754$1.12M0.0%-1.4%0.001%
11/12/2024 Pitcairn Co.6,513$834K0.0%+130.6%0.001%
11/12/2024 Kingsview Wealth Management LLC4,966$636K0.0%+4.2%0.001%
11/12/2024 Cerity Partners LLC226,114$28.95M0.1%+8.6%0.036%
11/12/2024 Great Valley Advisor Group Inc.4,386$562K0.0%+22.3%0.001%
11/12/2024 Covenant Asset Management LLC2,713$347K0.1%+10.2%0.000%
11/12/2024 Citigroup Inc.317,038$40.59M0.0%-72.9%0.051%
11/12/2024 Raymond James Trust N.A.27,183$3.48M0.1%+10.2%0.004%
11/12/2024 AlphaCore Capital LLC4,640$594K0.1%+2.4%0.001%
11/12/2024 Charles Schwab Investment Management Inc.6,066,213$776.66M0.1%+0.8%0.974%
11/12/2024 Banco Santander S.A.11,286$1.45M0.0%-1.7%0.002%
11/12/2024 Mizuho Securities USA LLC37,525$4.80M0.1%-18.6%0.006%
11/12/2024 Pacer Advisors Inc.73,455$9.40M0.0%+74.3%0.012%
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11/9/2024 Tradewinds LLC.8,689$1.11M0.3%-2.8%0.001%
11/9/2024 Makena Capital Management LLC101,577$13.01M3.1%-2.7%0.016%
11/9/2024 Trustmark National Bank Trust Department3,531$452K0.0%N/A0.001%
11/9/2024 Intech Investment Management LLC67,065$8.59M0.1%+120.0%0.011%
11/8/2024 BNP PARIBAS ASSET MANAGEMENT Holding S.A.193,743$24.81M0.1%+3.6%0.031%
11/8/2024 Moran Wealth Management LLC21,636$2.77M0.1%-0.6%0.003%
11/8/2024 Moors & Cabot Inc.3,617$463K0.0%-2.7%0.001%
11/8/2024 First Horizon Advisors Inc.616$79K0.0%-35.2%0.000%
11/8/2024 Advisors Asset Management Inc.45,925$5.88M0.1%+8.1%0.007%
11/8/2024 Connor Clark & Lunn Investment Management Ltd.11,693$1.50M0.0%N/A0.002%
(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. ($8.33B), State Street Corp ($4.56B), BlackRock Inc. ($4.32B), Cohen & Steers Inc. ($3.68B), Capital International Investors ($2.73B), Norges Bank ($2.45B), and Wellington Management Group LLP ($2.39B).Learn more on WELL's institutional investors.

What percentage of Welltower stock is owned by institutional investors?

94.80% 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 785 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 ($27.20M), Capital International Investors ($14.27M), Vanguard Group Inc. ($10.59M), Bank Julius Baer & Co. Ltd Zurich ($6.20M), Principal Financial Group Inc. ($6.20M), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($5.98M), and FMR LLC ($4.55M).

How much institutional buying is happening at Welltower?

Institutional investors have bought a total of 138,333,217 shares in the last 24 months. This purchase volume represents approximately $12.44B in transactions.

Which Welltower major shareholders have been selling company stock?

Of the 495 institutional investors that sold Welltower stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wellington Management Group LLP ($11.49M), Cohen & Steers Inc. ($6.30M), Daiwa Securities Group Inc. ($3.61M), Deutsche Bank AG ($3.35M), Zimmer Partners LP ($3.06M), Boston Partners ($2.26M), and JPMorgan Chase & Co. ($2.00M).

How much institutional selling is happening at Welltower?

Institutional investors have sold a total of 63,586,540 shares in the last 24 months. This volume of shares sold represents approximately $5.35B in transactions.


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This page (NYSE:WELL) was last updated on 11/17/2024 by MarketBeat.com Staff
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