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Welltower (WELL) Institutional Ownership

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$157.53 +0.82 (+0.53%)
Closing price 03:59 PM Eastern
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$156.51 -1.02 (-0.65%)
As of 07:01 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)
839
Total
Institutional Inflows
(last 12 months)
$14.10B
Number of
Institutional Sellers
(last 12 months)
446
Total
Institutional Outflows
(last 12 months)
$4.42B
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WELL Institutional Buying and Selling by Quarter

Welltower Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/16/2025Congress Asset Management Co.578,845$88.99M0.6%N/A0.089%
7/16/2025Hartford Investment Management Co.37,535$5.77M0.2%+0.9%0.006%
7/16/2025Morangie Management LLC5,017$771K0.7%N/A0.001%
7/16/2025Register Financial Advisors LLC2,034$313K0.1%-9.6%0.000%
7/16/2025MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH986$152K0.0%N/A0.000%
7/16/2025Perigon Wealth Management LLC4,925$757K0.0%+23.6%0.001%
7/15/2025Jeppson Wealth Management LLC9,363$1.44M0.5%-1.7%0.001%
7/15/2025Beacon Financial Planning Inc.27,275$4.19M2.3%-2.2%0.004%
7/15/2025TD Private Client Wealth LLC2,924$450K0.0%+51.4%0.000%
7/15/2025Carr Financial Group Corp1,742$268K0.1%-12.0%0.000%
7/15/2025Public Employees Retirement System of Ohio1,152,310$177.15M0.6%+3.8%0.176%
7/15/2025Sara Bay Financial5,146$791K0.3%-3.4%0.001%
7/15/2025Ballentine Partners LLC9,739$1.50M0.0%+9.1%0.001%
7/15/2025Cigna Investments Inc. New6,421$987K0.2%+3.0%0.001%
7/15/2025Fifth Third Bancorp84,905$13.05M0.0%+5.5%0.013%
7/15/2025Forte Capital LLC ADV19,170$2.95M0.3%+0.4%0.003%
7/15/2025SJS Investment Consulting Inc.1,009$155K0.0%+7.8%0.000%
7/15/2025Focused Wealth Management Inc1,358$209K0.0%-33.5%0.000%
7/15/2025Family Wealth Partners LLC2,104$323K0.1%N/A0.000%
7/14/2025 Argentarii LLC21,102$3.24M1.5%-1.8%0.003%
7/14/2025 Golden State Equity Partners2,211$340K0.1%+17.6%0.000%
7/14/2025 Lederer & Associates Investment Counsel CA4,696$722K0.5%N/A0.001%
7/14/2025 Foster Group Inc.1,894$291K0.0%+5.0%0.000%
7/14/2025 GAMMA Investing LLC12,340$1.90M0.1%+8.8%0.002%
7/14/2025 U.S. Capital Wealth Advisors LLC58,237$8.95M0.3%-0.8%0.009%
7/14/2025 Painted Porch Advisors LLC2,189$337K0.1%-14.0%0.000%
7/14/2025 Southland Equity Partners LLC3,911$601K0.1%-8.5%0.001%
7/14/2025 Border to Coast Pensions Partnership Ltd325,000$49.96M0.9%-7.1%0.050%
7/14/2025 Avanza Fonder AB64,404$9.90M0.3%+7.0%0.010%
7/14/2025 Sowell Financial Services LLC1,345$207K0.0%-8.9%0.000%
7/11/2025 Farther Finance Advisors LLC7,137$1.10M0.0%+37.0%0.001%
7/11/2025 Busey Bank6,122$941K0.0%-12.1%0.001%
7/11/2025 Silver Oak Securities Incorporated1,616$248K0.0%N/A0.000%
7/11/2025 UMB Bank n.a.202,899$31.19M0.5%-8.9%0.031%
7/11/2025 Diversified Trust Co17,929$2.76M0.1%-37.6%0.003%
7/11/2025 Assenagon Asset Management S.A.22,754$3.50M0.0%+8.0%0.003%
7/11/2025 Perpetual Ltd24,035$3.70M0.0%+2.0%0.004%
7/11/2025 IFM Investors Pty Ltd230,367$35.41M0.3%-4.4%0.035%
7/10/2025 YHB Investment Advisors Inc.14,158$2.18M0.2%+581.0%0.002%
7/10/2025 HF Advisory Group LLC3,715$571K0.2%-14.3%0.001%
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7/10/2025 Contravisory Investment Management Inc.5,605$862K0.2%+138.0%0.001%
7/10/2025 Exchange Traded Concepts LLC9,709$1.49M0.0%+92.9%0.001%
7/10/2025 Marshall Financial Group LLC4,190$646K0.1%-19.3%0.001%
7/10/2025 Wealth Enhancement Advisory Services LLC135,853$20.75M0.0%+3.3%0.021%
7/10/2025 Wedmont Private Capital8,706$1.33M0.1%+3.9%0.001%
7/10/2025 Swedbank AB666,219$102.42M0.1%+11.0%0.102%
7/10/2025 Sumitomo Mitsui DS Asset Management Company Ltd232,031$35.67M0.3%+6.1%0.035%
7/10/2025 KMG Fiduciary Partners LLC35,892$5.52M0.4%-0.7%0.005%
7/10/2025 Sovran Advisors LLC1,397$212K0.0%N/A0.000%
7/10/2025 Jackson Square Capital LLC2,104$323K0.1%N/A0.000%
7/9/2025 Sivia Capital Partners LLC1,910$294K0.1%+7.1%0.000%
7/9/2025 Sarasin & Partners LLP69,559$10.69M0.1%+5.8%0.011%
7/9/2025 Chesley Taft & Associates LLC16,280$2.50M0.1%N/A0.002%
7/9/2025 Gateway Investment Advisers LLC1,466$225K0.0%-8.8%0.000%
7/9/2025 Czech National Bank151,856$23.35M0.2%+8.5%0.023%
7/9/2025 Svenska Handelsbanken AB publ 32,992$5.07M4.8%N/A0.005%
7/9/2025 MassMutual Private Wealth & Trust FSB2,842$437K0.0%+18.1%0.000%
7/8/2025 Apella Capital LLC6,093$940K0.0%+202.2%0.001%
7/8/2025 E. Ohman J or Asset Management AB27,594$4.24M0.1%-1.0%0.004%
7/8/2025 Parallel Advisors LLC6,021$926K0.0%+10.7%0.001%
7/7/2025 Wesbanco Bank Inc.13,053$2.01M0.1%+3.0%0.002%
7/7/2025 Verde Capital Management16,495$2.54M0.6%+2.6%0.003%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.2,612$402K0.1%+24.9%0.000%
7/7/2025 RDA Financial Network13,040$2.01M0.5%-5.7%0.002%
7/1/2025 Harbor Investment Advisory LLC2,983$459K0.0%+7.8%0.000%
6/30/2025Pensionfund Sabic27,559$4.22M1.3%-3.5%0.004%
6/26/2025AG2R LA Mondiale Gestion D Actifs23,700$3.66M0.2%N/A0.004%
6/23/2025 Swedbank AB600,180$91.95M0.1%-5.5%0.092%
6/18/2025Voya Investment Management LLC1,773,947$271.40M0.3%+27.8%0.271%
6/10/2025BROOKFIELD Corp ON 371,317$56.89M0.3%+39.1%0.057%
6/6/2025Nicola Wealth Management LTD.19,502$2.99M0.3%+4.3%0.003%
6/3/2025Inspire Investing LLC59,062$9.05M1.1%+5.3%0.009%
6/2/2025Modern Wealth Management LLC37,052$5.68M0.2%-12.3%0.006%
5/28/2025Strs Ohio773,141$118.45M0.5%N/A0.118%
5/28/2025Intrua Financial LLC1,748$268K0.0%+9.5%0.000%
5/27/2025Jacobi Capital Management LLC3,091$474K0.0%+18.3%0.000%
5/27/2025Advisors Capital Management LLC1,454$223K0.0%N/A0.000%
5/21/2025Acadian Asset Management LLC717,913$109.98M0.3%+565.7%0.110%
5/21/2025Geneos Wealth Management Inc.7,022$1.08M0.0%+7.9%0.001%
5/21/2025 IFM Investors Pty Ltd241,042$36.93M0.4%-6.5%0.037%
5/20/2025Intech Investment Management LLC149,197$22.86M0.2%-4.4%0.023%
5/20/2025Focus Partners Wealth39,033$5.98M0.0%+5.8%0.006%
5/20/2025Integrity Alliance LLC.5,315$814K0.0%N/A0.001%
5/20/2025Anchor Investment Management LLC300$46K0.0%N/A0.000%
5/20/2025Plato Investment Management Ltd4,387$679K0.1%+42.7%0.001%
5/19/2025Bayforest Capital Ltd1,226$188K0.1%+921.7%0.000%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC8,164,840$1.25B0.3%+7.0%1.249%
5/16/2025Woodline Partners LP51,324$7.86M0.1%+45.1%0.008%
5/16/2025Zurich Insurance Group Ltd FI622,580$95.39M0.8%N/A0.095%
5/16/2025Empowered Funds LLC14,790$2.27M0.0%+31.7%0.002%
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5/16/2025MBB Public Markets I LLC2,153$330K0.0%N/A0.000%
5/16/2025Ascent Group LLC26,186$4.01M0.2%N/A0.004%
5/16/2025Meiji Yasuda Life Insurance Co20,280$3.11M0.1%-19.0%0.003%
5/16/2025Meiji Yasuda Asset Management Co Ltd.52,906$8.11M0.3%-5.9%0.008%
5/16/2025Great Lakes Advisors LLC3,081$472K0.0%-17.6%0.000%
5/16/2025Signature Estate & Investment Advisors LLC1,451$222K0.0%-19.9%0.000%
5/16/2025Fred Alger Management LLC66,177$10.14M0.1%+22.5%0.010%
5/16/2025Challenger Wealth Management1,483$227K0.2%N/A0.000%
5/16/2025Goldman Sachs Group Inc.4,728,921$724.52M0.1%+27.9%0.723%
5/16/2025Adelante Capital Management LLC963,730$147.65M10.4%-17.7%0.147%
(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, 1,165 institutional investors and hedge funds held shares of Welltower. The most heavily invested institutionals were Vanguard Group Inc. ($14.16B), Cohen & Steers Inc. ($4.78B), Capital International Investors ($4.67B), State Street Corp ($4.56B), BlackRock Inc. ($4.32B), Norges Bank ($3.94B), and Wellington Management Group LLP ($3.26B).Learn more on Welltower's institutional investors.

What percentage of Welltower's stock is owned by institutional investors?

94.80% of Welltower's stock is owned by institutional investors. Learn more on WELL's institutional investor holdings.

Which institutional investors have been buying Welltower's stock?

Of the 1,024 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 ($58.50M), Capital International Investors ($14.59M), Vanguard Group Inc. ($13.20M), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($7.23M), Bank Julius Baer & Co. Ltd Zurich ($6.20M), FMR LLC ($5.33M), and Nuveen LLC ($4.97M).

How much institutional buying is happening at Welltower?

Institutional investors have bought a total of 106,784,157 shares in the last 24 months. This purchase volume represents approximately $14.10B in transactions.

Which of Welltower's major shareholders have been selling company stock?

Of the 445 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: Vanguard Group Inc. ($5.90M), JPMorgan Chase & Co. ($5.08M), Marshall Wace LLP ($2.15M), Canada Pension Plan Investment Board ($2.04M), Daiwa Securities Group Inc. ($1.70M), Legal & General Group Plc ($1.25M), and Resolution Capital Ltd ($1.20M).

How much institutional selling is happening at Welltower?

Institutional investors have sold a total of 32,737,967 shares in the last 24 months. This volume of shares sold represents approximately $4.42B in transactions.



This page (NYSE:WELL) was last updated on 7/16/2025 by MarketBeat.com Staff
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