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Welltower (WELL) Institutional Ownership

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$129.47 +0.74 (+0.58%)
As of 01/17/2025 03:59 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)
579
Total
Institutional Inflows
(last 12 months)
$8.12B
Number of
Institutional Sellers
(last 12 months)
321
Total
Institutional Outflows
(last 12 months)
$2.44B
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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
1/17/2025Verde Capital Management15,883$2.00M0.6%+4.5%0.003%
1/17/2025Donoghue Forlines LLC16,615$2.09M0.7%N/A0.003%
1/17/2025Inspire Investing LLC56,066$7.07M0.8%-0.5%0.009%
1/17/2025True North Advisors LLC1,741$219K0.1%-26.6%0.000%
1/17/2025Janney Montgomery Scott LLC65,986$8.32M0.0%-1.2%0.011%
1/17/2025SG Americas Securities LLC16,138$2.03M0.0%-78.3%0.003%
1/17/2025Dupont Capital Management Corp56,830$7.16M0.7%N/A0.009%
1/17/2025Cetera Trust Company N.A2,850$359K0.2%-5.8%0.000%
1/17/2025Investment Advisory Group LLC4,889$616K0.2%+1.8%0.001%
1/17/2025Nisa Investment Advisors LLC297,783$37.53M0.1%-4.0%0.048%
1/17/2025Simon Quick Advisors LLC2,195$277K0.0%+11.4%0.000%
1/17/2025Proquility Private Wealth Partners LLC16,585$2.09M0.7%-0.9%0.003%
1/17/2025Atomi Financial Group Inc.5,634$710K0.0%+12.2%0.001%
1/17/2025Transform Wealth LLC102,650$12.94M0.7%+14.0%0.016%
1/17/2025Perpetual Ltd24,204$3.05M0.0%+3.5%0.004%
1/16/2025Ballentine Partners LLC5,924$747K0.0%+5.9%0.001%
1/16/2025MassMutual Private Wealth & Trust FSB2,109$266K0.0%+6.2%0.000%
1/16/2025UMB Bank n.a.220,038$27.73M0.4%+0.7%0.035%
1/16/2025Romano Brothers AND Company25,453$3.21M0.4%-2.3%0.004%
1/15/2025 HF Advisory Group LLC4,351$548K0.3%-15.1%0.001%
1/15/2025 Ameritas Advisory Services LLC7,596$957K0.0%+2.0%0.001%
1/15/2025 HB Wealth Management LLC9,191$1.16M0.0%+6.5%0.001%
1/15/2025 Premier Path Wealth Partners LLC4,350$548K0.1%+3.3%0.001%
1/15/2025 LongView Wealth Management4,978$627K0.2%-3.2%0.001%
1/15/2025 Brooklyn Investment Group1,859$234K0.1%+8.6%0.000%
1/15/2025 Merit Financial Group LLC24,557$3.10M0.1%+22.4%0.004%
1/15/2025 Avanza Fonder AB66,096$8.33M0.2%N/A0.011%
1/15/2025 Border to Coast Pensions Partnership Ltd415,000$52.27M1.0%-2.4%0.067%
1/15/2025 RDA Financial Network14,736$1.86M0.5%-4.3%0.002%
1/15/2025 Ritholtz Wealth Management2,072$261K0.0%N/A0.000%
1/14/2025 Contravisory Investment Management Inc.2,238$282K0.1%+4.6%0.000%
1/14/2025 USA Financial Formulas9,029$1.14M0.2%+1.1%0.001%
1/14/2025 Advisors Management Group Inc. ADV54,704$6.89M1.6%-1.1%0.009%
1/14/2025 Laurel Wealth Advisors LLC200$25K0.0%N/A0.000%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.1,463$184K0.0%-32.8%0.000%
1/14/2025 Park Avenue Securities LLC13,456$1.70M0.0%+20.1%0.002%
1/14/2025 Kathmere Capital Management LLC2,038$257K0.0%N/A0.000%
1/14/2025 Assenagon Asset Management S.A.20,931$2.64M0.0%+1.8%0.003%
1/14/2025 Board of the Pension Protection Fund7,300$920K1.1%N/A0.001%
1/14/2025 Oak Thistle LLC6,507$820K0.2%N/A0.001%
1/14/2025 Tuttle Capital Management LLC3,193$402K2.4%+34.8%0.001%
1/13/2025 AdvisorNet Financial Inc677$85K0.0%-36.5%0.000%
1/13/2025 Eastern Bank1,152$145K0.0%+1,087.6%0.000%
1/13/2025 Fulcrum Capital LLC6,126$772K0.2%-3.8%0.001%
1/13/2025 Wedmont Private Capital7,221$901K0.0%+8.0%0.001%
1/13/2025 Agate Pass Investment Management LLC6,915$871K0.4%N/A0.001%
1/13/2025 Capital Investment Advisors LLC17,328$2.18M0.0%-8.2%0.003%
1/13/2025 Brookstone Capital Management5,007$631K0.0%-41.1%0.001%
1/13/2025 Trust Co. of Toledo NA OH80,558$10.15M1.3%-3.3%0.013%
1/13/2025 Czech National Bank128,261$16.17M0.1%+8.8%0.021%
1/10/2025 Graypoint LLC3,427$432K0.0%+2.5%0.001%
1/10/2025 ST Germain D J Co. Inc.3,499$441K0.0%+536.2%0.001%
1/10/2025 Wealth Enhancement Advisory Services LLC119,713$15.33M0.0%-0.4%0.019%
1/7/2025 Diversified Trust Co10,410$1.31M0.0%-43.7%0.002%
1/6/2025 Pensionfund DSM Netherlands52,753$6.65M4.1%-17.3%0.008%
1/6/2025 Nordea Investment Management AB1,477,388$185.65M0.2%+28.1%0.237%
1/3/2025 Everence Capital Management Inc.16,000$2.02M0.1%-9.5%0.003%
1/3/2025 GAMMA Investing LLC9,964$1.26M0.1%+9.7%0.002%
1/3/2025 Versant Capital Management Inc300$38K0.0%+165.5%0.000%
12/26/2024JPMorgan Chase & Co.12,732,586$1.63B0.1%-0.7%2.045%
12/13/2024B. Riley Wealth Advisors Inc.27,126$3.45M0.1%-12.0%0.004%
12/6/2024Retirement Systems of Alabama470,419$60.23M0.2%+3.7%0.076%
11/27/2024Franklin Resources Inc.391,264$49.93M0.0%+3.2%0.063%
11/26/2024Peapack Gladstone Financial Corp47,198$6.04M0.1%-0.2%0.008%
11/25/2024Synovus Financial Corp3,326$426K0.0%+51.3%0.001%
11/25/2024Tidal Investments LLC21,016$2.69M0.0%+46.2%0.003%
11/25/2024Wilmington Savings Fund Society FSB2,631$337K0.0%N/A0.000%
11/25/2024Sanctuary Advisors LLC153,586$21.18M0.1%+82.1%0.025%
11/22/2024Stock Yards Bank & Trust Co.2,975$381K0.0%-10.1%0.000%
11/19/2024M&T Bank Corp77,858$9.97M0.0%+3.2%0.013%
11/19/2024TCW Group Inc.125,671$16.09M0.1%-7.0%0.020%
11/18/2024Rehmann Capital Advisory Group2,416$309K0.0%+5.7%0.000%
11/18/2024Teachers Retirement System of The State of Kentucky121,916$15.61M0.1%+0.5%0.020%
11/18/2024Sunbelt Securities Inc.209$27K0.0%-41.1%0.000%
11/18/2024Toronto Dominion Bank358,375$45.88M0.1%+23.3%0.058%
11/18/2024Coldstream Capital Management Inc.10,236$1.32M0.0%+10.4%0.002%
11/16/2024Geode 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%
11/15/2024National 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 ON187,195$23.97M0.1%-44.3%0.030%
11/15/2024United Services Automobile Association13,183$1.69M0.0%-4.9%0.002%
11/15/2024Wellington Management Group LLP18,685,844$2.39B0.4%+10.6%3.001%
11/15/2024Wahed Invest LLC14,643$1.88M0.3%+13.8%0.002%
11/15/2024Weiss Asset Management LP144,519$18.50M0.4%N/A0.023%
11/15/2024State Street Corp35,629,771$4.56B0.2%+0.0%5.722%
11/15/2024Stevens Capital Management LP36,148$4.63M0.7%N/A0.006%
(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, 938 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 794 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 138,824,007 shares in the last 24 months. This purchase volume represents approximately $12.51B in transactions.

Which Welltower major shareholders have been selling company stock?

Of the 498 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. ($2.09M).

How much institutional selling is happening at Welltower?

Institutional investors have sold a total of 63,767,204 shares in the last 24 months. This volume of shares sold represents approximately $5.38B in transactions.


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This page (NYSE:WELL) was last updated on 1/18/2025 by MarketBeat.com Staff
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