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Welltower (WELL) Institutional Ownership

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$146.98 +1.39 (+0.95%)
As of 01:10 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)
707
Total
Institutional Inflows
(last 12 months)
$11.99B
Number of
Institutional Sellers
(last 12 months)
395
Total
Institutional Outflows
(last 12 months)
$2.57B
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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
4/15/2025 GAMMA Investing LLC11,344$1.74M0.1%+13.8%0.002%
4/15/2025Wealthcare Advisory Partners LLC1,500$230K0.0%N/A0.000%
4/14/2025Harbor Capital Advisors Inc.184$28K0.0%N/A0.000%
4/14/2025Yousif Capital Management LLC104,280$15.98M0.2%+1.1%0.016%
4/14/2025Farther Finance Advisors LLC5,209$803K0.0%+46.8%0.001%
4/14/2025Daymark Wealth Partners LLC1,862$285K0.0%+5.5%0.000%
4/14/2025Moss Adams Wealth Advisors LLC1,324$203K0.0%N/A0.000%
4/14/2025Courier Capital LLC1,495$229K0.0%N/A0.000%
4/14/2025Wesbanco Bank Inc.12,676$1.94M0.1%-3.6%0.002%
4/14/2025Vert Asset Management LLC139,486$21.37M7.3%-22.8%0.022%
4/14/2025Capital Investment Advisors LLC17,244$2.64M0.1%-0.5%0.003%
4/14/2025Park Avenue Securities LLC17,043$2.61M0.0%+26.7%0.003%
4/14/2025SOA Wealth Advisors LLC.9,393$1.44M0.2%N/A0.001%
4/14/2025KMG Fiduciary Partners LLC36,148$5.54M0.5%-0.3%0.006%
4/14/2025RDA Financial Network13,821$2.12M0.6%-6.2%0.002%
4/14/2025Wedmont Private Capital8,379$1.20M0.1%+16.0%0.001%
4/14/2025UMB Bank n.a.222,695$34.12M0.6%+1.2%0.034%
4/14/2025Sivia Capital Partners LLC1,783$273K0.1%+4.3%0.000%
4/11/2025 Princeton Global Asset Management LLC691$106K0.0%-16.6%0.000%
4/11/2025 Gateway Investment Advisers LLC1,608$246K0.0%N/A0.000%
4/11/2025 First Affirmative Financial Network1,887$289K0.2%-10.9%0.000%
4/11/2025 Procyon Advisors LLC1,526$234K0.0%N/A0.000%
4/11/2025 AGH Wealth Advisors LLC2,250$345K0.3%+10.9%0.000%
4/11/2025 E. Ohman J or Asset Management AB27,874$4.27M0.1%-2.8%0.004%
4/11/2025 Foster Group Inc.1,803$276K0.0%N/A0.000%
4/10/2025 Retireful LLC2,498$383K0.4%N/A0.000%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.2,091$320K0.1%+42.9%0.000%
4/10/2025 Lake Street Private Wealth LLC3,338$511K0.1%-2.3%0.001%
4/10/2025 Contravisory Investment Management Inc.2,355$361K0.1%+5.2%0.000%
4/10/2025 Apella Capital LLC2,016$285K0.0%+5.9%0.000%
4/10/2025 Romano Brothers AND Company24,987$3.83M0.5%-1.8%0.004%
4/10/2025 Whipplewood Advisors LLC2,765$430K0.1%-5.0%0.000%
4/9/2025 Sentry Investment Management LLC1,796$275K0.2%-23.0%0.000%
4/9/2025 RFG Advisory LLC1,698$260K0.0%-9.9%0.000%
4/9/2025 ST Germain D J Co. Inc.2,392$366K0.0%-31.6%0.000%
4/9/2025 Merit Financial Group LLC25,286$3.87M0.1%+3.0%0.004%
4/9/2025 Harbor Investment Advisory LLC2,766$424K0.0%+73.3%0.000%
4/9/2025 Sarasin & Partners LLP33,962$5.20M0.1%N/A0.005%
4/9/2025 NBC Securities Inc.860$131K0.0%N/A0.000%
4/9/2025 Czech National Bank139,933$21.44M0.2%+9.1%0.022%
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4/9/2025 180 Wealth Advisors LLC5,878$901K0.1%+118.5%0.001%
4/8/2025 Rhumbline Advisers1,300,721$199.28M0.2%+4.3%0.201%
4/8/2025 Fifth Third Wealth Advisors LLC14,189$2.17M0.1%+176.1%0.002%
4/8/2025 Verde Capital Management16,070$2.46M0.7%+1.2%0.002%
4/8/2025 Fulcrum Capital LLC5,957$913K0.2%-2.8%0.001%
4/8/2025 Parallel Advisors LLC5,441$834K0.0%+18.7%0.001%
4/7/2025 Summit Global Investments10,109$1.55M0.1%+46.0%0.002%
4/7/2025 GAMMA Investing LLC1,738,052$266.29M0.0%+17,343.3%0.268%
4/7/2025 AdvisorNet Financial Inc814$125K0.0%+20.2%0.000%
4/4/2025 Quent Capital LLC1,245$191K0.0%+25.1%0.000%
4/4/2025 Moody National Bank Trust Division1,551$238K0.0%N/A0.000%
4/4/2025 Agate Pass Investment Management LLC9,685$1.48M0.6%+40.1%0.001%
4/3/2025 Versant Capital Management Inc381$58K0.0%+27.0%0.000%
4/3/2025 Franchise Capital Ltd209$32K0.0%N/A0.000%
4/1/2025 MassMutual Private Wealth & Trust FSB2,406$369K0.0%+14.1%0.000%
3/17/2025Wealth 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%
3/12/2025Centaurus Financial Inc.17,135$2.16M0.1%+2,074.5%0.003%
3/6/2025Wood Tarver Financial Group LLC432$54K0.0%N/A0.000%
3/5/2025Probity Advisors Inc.1,785$225K0.0%-3.9%0.000%
3/4/2025Comprehensive Money Management Services LLC4,276$539K0.4%N/A0.001%
3/4/2025Dogwood Wealth Management LLC4,846$611K0.3%+9.7%0.001%
3/4/2025Siemens Fonds Invest GmbH16,827$2.10M0.1%+120.1%0.003%
2/28/2025Universal Beteiligungs und Servicegesellschaft mbH1,541,472$194.27M0.4%N/A0.240%
2/28/2025Brooklyn FI LLC4,864$638K0.1%N/A0.001%
2/28/2025Employees Retirement System of Texas320,000$40.33M0.3%+7.0%0.050%
2/27/2025Azzad Asset Management Inc. ADV10,877$1.37M0.3%+11.6%0.002%
2/27/2025Pinnacle Wealth Planning Services Inc.2,080$262K0.0%-38.6%0.000%
2/25/2025B. Riley Wealth Advisors Inc.22,869$2.88M0.1%-15.7%0.004%
2/25/2025Integrated Advisors Network LLC4,821$608K0.0%+2.4%0.001%
2/24/2025Ameriflex Group Inc.506$69K0.0%N/A0.000%
2/21/2025AlphaCore Capital LLC4,522$570K0.1%-2.5%0.001%
2/20/2025Mackenzie Financial Corp233,792$29.47M0.0%-16.9%0.036%
2/19/2025Toronto Dominion Bank319,949$40.32M0.1%-10.7%0.050%
2/19/2025Retirement Planning Group LLC NY2,476$312K0.3%N/A0.000%
2/19/2025GF Fund Management CO. LTD.11,239$1.42M0.0%N/A0.002%
2/19/2025Public Employees Retirement System of Ohio1,099,391$138.56M0.5%+0.4%0.171%
2/18/2025GTS Securities LLC4,033$508K0.0%-120.3%0.001%
2/18/2025Vise Technologies Inc.10,643$1.34M0.1%+284.8%0.002%
2/18/2025Orion Capital Management LLC2,120$267K0.1%-4.5%0.000%
2/18/2025BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp118,434$14.93M0.1%+18.7%0.019%
2/18/2025Focus Partners Advisor Solutions LLC5,699$718K0.0%+3.1%0.001%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC7,632,705$961.95M0.2%+10.3%1.226%
2/17/2025USS Investment Management Ltd111,703$14.06M0.1%-9.9%0.018%
2/17/2025Waverly Advisors LLC13,805$1.74M0.0%+18.6%0.002%
2/17/2025Worldquant Millennium Advisors LLC221,098$27.87M0.2%N/A0.036%
2/17/2025Woodline Partners LP35,377$4.46M0.0%N/A0.006%
2/17/2025Zimmer Partners LP3,329,794$419.65M7.2%+0.4%0.535%
2/17/2025Vident Advisory LLC30,434$3.84M0.1%-32.3%0.005%
2/17/2025Virtus Investment Advisers Inc.785$99K0.1%N/A0.000%
Elon Reveals Why There Soon Won’t Be Any Money For Social Security (Ad)

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2/17/2025Visionary Wealth Advisors2,760$348K0.0%-3.5%0.000%
2/17/2025Wexford Capital LP10,500$1.32M0.2%N/A0.002%
2/17/2025Tidal Investments LLC45,492$5.73M0.0%+116.5%0.007%
2/17/2025TrinityPoint Wealth LLC11,404$1.44M0.2%+13.3%0.002%
2/17/2025State of Wyoming1,459$184K0.0%N/A0.000%
2/17/2025Strategic Wealth Partners Ltd.2,593$327K0.0%-2.6%0.000%
2/17/2025Toronto Dominion Bank319,949$40.32M0.1%-10.7%0.051%
2/17/2025Shell Asset Management Co.32,312$4.07M0.2%+13.9%0.005%
2/17/2025Rafferty Asset Management LLC77,843$9.81M0.0%-5.4%0.013%
2/17/2025Raiffeisen Bank International AG5,513$689K0.0%N/A0.001%
(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, 1,059 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 912 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 184,545,809 shares in the last 24 months. This purchase volume represents approximately $19.15B in transactions.

Which Welltower major shareholders have been selling company stock?

Of the 555 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 66,579,900 shares in the last 24 months. This volume of shares sold represents approximately $6.28B in transactions.


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This page (NYSE:WELL) was last updated on 4/15/2025 by MarketBeat.com Staff
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