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Welltower (WELL) Institutional Ownership

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$148.15 -1.69 (-1.13%)
As of 12:22 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)
698
Total
Institutional Inflows
(last 12 months)
$11.71B
Number of
Institutional Sellers
(last 12 months)
393
Total
Institutional Outflows
(last 12 months)
$2.59B
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WELL Institutional Buying and Selling by Quarter

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Welltower Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/17/2025 Wealth Enhancement Advisory Services LLC121,080$15.26M0.0%+0.8%0.019%
3/14/2025Lansforsakringar Fondforvaltning AB publ 204,857$25.82M0.3%N/A0.032%
3/12/2025 Centaurus Financial Inc.17,135$2.16M0.1%+2,074.5%0.003%
3/6/2025 Wood Tarver Financial Group LLC432$54K0.0%N/A0.000%
3/5/2025 Probity Advisors Inc.1,785$225K0.0%-3.9%0.000%
3/4/2025 Comprehensive Money Management Services LLC4,276$539K0.4%N/A0.001%
3/4/2025 Dogwood Wealth Management LLC4,846$611K0.3%+9.7%0.001%
3/4/2025 Siemens Fonds Invest GmbH16,827$2.10M0.1%+120.1%0.003%
2/28/2025 Universal Beteiligungs und Servicegesellschaft mbH1,541,472$194.27M0.4%N/A0.240%
2/28/2025 Brooklyn FI LLC4,864$638K0.1%N/A0.001%
2/28/2025 Employees Retirement System of Texas320,000$40.33M0.3%+7.0%0.050%
2/27/2025 Azzad Asset Management Inc. ADV10,877$1.37M0.3%+11.6%0.002%
2/27/2025 Pinnacle Wealth Planning Services Inc.2,080$262K0.0%-38.6%0.000%
2/25/2025 B. Riley Wealth Advisors Inc.22,869$2.88M0.1%-15.7%0.004%
2/25/2025 Integrated Advisors Network LLC4,821$608K0.0%+2.4%0.001%
2/24/2025 Ameriflex Group Inc.506$69K0.0%N/A0.000%
2/21/2025 AlphaCore Capital LLC4,522$570K0.1%-2.5%0.001%
2/20/2025 Mackenzie Financial Corp233,792$29.47M0.0%-16.9%0.036%
2/19/2025 Toronto Dominion Bank319,949$40.32M0.1%-10.7%0.050%
2/19/2025 Retirement Planning Group LLC NY2,476$312K0.3%N/A0.000%
2/19/2025 GF Fund Management CO. LTD.11,239$1.42M0.0%N/A0.002%
2/19/2025 Public Employees Retirement System of Ohio1,099,391$138.56M0.5%+0.4%0.171%
2/18/2025 GTS Securities LLC4,033$508K0.0%-120.3%0.001%
2/18/2025 Vise Technologies Inc.10,643$1.34M0.1%+284.8%0.002%
2/18/2025 Orion Capital Management LLC2,120$267K0.1%-4.5%0.000%
2/18/2025 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp118,434$14.93M0.1%+18.7%0.019%
2/18/2025 Focus Partners Advisor Solutions LLC5,699$718K0.0%+3.1%0.001%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC7,632,705$961.95M0.2%+10.3%1.226%
2/17/2025 USS Investment Management Ltd111,703$14.06M0.1%-9.9%0.018%
2/17/2025 Waverly Advisors LLC13,805$1.74M0.0%+18.6%0.002%
2/17/2025 Worldquant Millennium Advisors LLC221,098$27.87M0.2%N/A0.036%
2/17/2025 Woodline Partners LP35,377$4.46M0.0%N/A0.006%
2/17/2025 Zimmer Partners LP3,329,794$419.65M7.2%+0.4%0.535%
2/17/2025 Vident Advisory LLC30,434$3.84M0.1%-32.3%0.005%
2/17/2025 Virtus Investment Advisers Inc.785$99K0.1%N/A0.000%
2/17/2025 Visionary Wealth Advisors2,760$348K0.0%-3.5%0.000%
2/17/2025 Wexford Capital LP10,500$1.32M0.2%N/A0.002%
2/17/2025 Tidal Investments LLC45,492$5.73M0.0%+116.5%0.007%
2/17/2025 TrinityPoint Wealth LLC11,404$1.44M0.2%+13.3%0.002%
2/17/2025 State of Wyoming1,459$184K0.0%N/A0.000%
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2/17/2025 Strategic Wealth Partners Ltd.2,593$327K0.0%-2.6%0.000%
2/17/2025 Toronto Dominion Bank319,949$40.32M0.1%-10.7%0.051%
2/17/2025 Shell Asset Management Co.32,312$4.07M0.2%+13.9%0.005%
2/17/2025 Rafferty Asset Management LLC77,843$9.81M0.0%-5.4%0.013%
2/17/2025 Raiffeisen Bank International AG5,513$689K0.0%N/A0.001%
2/17/2025 Resolution Capital Ltd5,769,173$727.09M13.1%-5.5%0.926%
2/17/2025 Point72 Asset Management L.P.63,059$7.95M0.0%-39.1%0.010%
2/17/2025 ProShare Advisors LLC122,602$15.45M0.0%-42.9%0.020%
2/17/2025 Quantinno Capital Management LP41,657$5.25M0.1%+14.4%0.007%
2/17/2025 Mufg Securities Americas Inc.8,732$1.10M0.1%N/A0.001%
2/17/2025 Nissay Asset Management Corp Japan ADV159,143$19.89M0.1%+5.3%0.026%
2/17/2025 Nomura Holdings Inc.88,167$11.11M0.0%N/A0.014%
2/17/2025 NorthRock Partners LLC5,307$669K0.0%+147.0%0.001%
2/17/2025 Nuveen Asset Management LLC4,790,755$603.78M0.2%-1.0%0.769%
2/17/2025 OMERS ADMINISTRATION Corp23,491$2.96M0.0%+22.0%0.004%
2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.83,383$10.51M0.0%+4.9%0.013%
2/17/2025 Lazard Asset Management LLC8,857$1.12M0.0%-55.7%0.001%
2/17/2025 LMR Partners LLP3,712$468K0.0%N/A0.001%
2/17/2025 Laird Norton Wetherby Wealth Management LLC6,686$843K0.0%-14.7%0.001%
2/17/2025 Investment Management Corp of Ontario24,256$3.06M0.1%+22.4%0.004%
2/17/2025 Janus Henderson Group PLC578,584$72.84M0.0%-48.0%0.093%
2/17/2025Jefferies Financial Group Inc.129,000$16.26M0.1%N/A0.020%
2/17/2025 GRS Advisors LLC34,474$4.35M0.4%+76.5%0.006%
2/17/2025 Geller Advisors LLC1,911$241K0.0%+3.7%0.000%
2/17/2025 Gotham Asset Management LLC65,824$8.30M0.1%+85.5%0.011%
2/17/2025 Graham Capital Management L.P.6,982$880K0.0%N/A0.001%
2/17/2025 Focus Partners Wealth36,905$4.81M0.0%+74.9%0.006%
2/17/2025 Ellevest Inc.5,494$692K0.0%+23.6%0.001%
2/17/2025 Ensign Peak Advisors Inc146,650$18.48M0.0%+1.6%0.024%
2/17/2025 Ethic Inc.79,917$10.07M0.2%+26.4%0.013%
2/17/2025 Fiduciary Trust Co2,660$335K0.0%+9.4%0.000%
2/17/2025 FJ Capital Management LLC19,341$2.44M0.3%-6.3%0.003%
2/17/2025 Fred Alger Management LLC54,041$6.81M0.0%-26.0%0.009%
2/17/2025 Deutsche Bank AG5,003,103$630.54M0.2%+5.4%0.803%
2/17/2025 DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main6,518,273$821.50M0.8%+3.7%1.047%
2/17/2025 EP Wealth Advisors LLC4,157$524K0.0%+18.9%0.001%
2/17/2025 CoreCap Advisors LLC3,113$392K0.0%-3.5%0.000%
2/17/2025 Cresset Asset Management LLC5,654$713K0.0%N/A0.001%
2/17/2025 Cetera Investment Advisers86,745$10.93M0.0%-2.1%0.014%
2/17/2025 Centiva Capital LP17,582$2.22M0.0%-11.7%0.003%
2/17/2025 Cercano Management LLC123,863$15.61M0.4%N/A0.020%
2/17/2025 BOKF NA2,509$313K0.0%-3.9%0.000%
2/17/2025 BROOKFIELD Corp ON 266,997$33.65M0.2%+42.6%0.043%
2/17/2025 Blue Capital Inc.2,616$330K0.2%N/A0.000%
2/17/2025 Bridgefront Capital LLC2,321$293K0.1%N/A0.000%
2/17/2025 Cahill Financial Advisors Inc.1,715$216K0.0%-5.9%0.000%
2/17/2025 Captrust Financial Advisors81,260$10.24M0.0%+4.0%0.013%
2/17/2025 Cary Street Partners Financial LLC1,339$169K0.0%N/A0.000%
2/17/2025 Baird Financial Group Inc.11,914$1.50M0.0%+7.0%0.002%
2/17/2025 Balyasny Asset Management L.P.167,179$21.07M0.0%+1,156.0%0.027%
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2/17/2025 Bamco Inc. NY1,151,495$145.12M0.4%+18.1%0.185%
2/17/2025 Baldwin Investment Management LLC4,027$508K0.1%+7.1%0.001%
2/17/2025 Bank of America Corp DE18,706,788$2.36B0.2%+9.7%3.004%
2/17/2025 Benjamin Edwards Inc.22,330$2.82M0.0%+13.2%0.004%
2/17/2025 Ameriprise Financial Inc.1,603,050$197.53M0.1%-5.3%0.257%
2/17/2025 Alteri Wealth LLC7,176$904K0.3%N/A0.001%
2/17/2025 Alyeska Investment Group L.P.581,839$73.33M0.3%+355.7%0.093%
2/17/2025 Ancora Advisors LLC7,853$990K0.0%-3.3%0.001%
2/17/2025 Aptus Capital Advisors LLC4,509$568K0.0%+36.8%0.001%
2/17/2025 AXA S.A.506,976$63.89M0.2%+8.8%0.081%
(Data available from 1/1/2016 forward)

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WELL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WELL shares?

During the previous two years, 1,047 institutional investors and hedge funds held shares of Welltower. The most heavily invested institutionals were Vanguard Group Inc. ($12.39B), Cohen & Steers Inc. ($4.78B), Capital International Investors ($4.67B), State Street Corp ($4.56B), BlackRock Inc. ($4.32B), Norges Bank ($3.94B), and Bank of America Corp DE ($2.36B).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 901 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 ($58.50M), Capital International Investors ($14.59M), Vanguard Group Inc. ($13.20M), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($6.69M), Bank Julius Baer & Co. Ltd Zurich ($6.20M), FMR LLC ($5.90M), and BlackRock Inc. ($3.53M).

How much institutional buying is happening at Welltower?

Institutional investors have bought a total of 182,651,430 shares in the last 24 months. This purchase volume represents approximately $18.86B in transactions.

Which Welltower major shareholders have been selling company stock?

Of the 548 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 ($11.50M), Cohen & Steers Inc. ($6.42M), JPMorgan Chase & Co. ($4.68M), Daiwa Securities Group Inc. ($4.07M), Zimmer Partners LP ($3.06M), Deutsche Bank AG ($2.92M), and Marshall Wace LLP ($2.15M).

How much institutional selling is happening at Welltower?

Institutional investors have sold a total of 66,556,693 shares in the last 24 months. This volume of shares sold represents approximately $6.27B in transactions.


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This page (NYSE:WELL) was last updated on 3/25/2025 by MarketBeat.com Staff
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