Welltower Ownership | Who Owns Welltower?
Welltower Ownership Summary
Welltower is owned by 98.63% institutional investors, 0.06% insiders, and 1.31% retail investors. Vanguard group is the largest institutional shareholder, holding 16.08% of WELL shares. Vanguard Real Estate Index Investor is the top mutual fund, with 3.53% of its assets in Welltower shares.
WELL Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Welltower | 98.63% | 0.06% | 1.31% |
| Sector | Real Estate Stocks | 70.14% | 9.14% | 20.72% |
| Industry | Healthcare REIT Stocks | 82.64% | 3.59% | 13.77% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 98.30M | 16.08% | $12.39B |
| Blackrock | 58.98M | 10.27% | $6.15B |
| Blackrock funding, inc. /de | 66.55M | 10.14% | $10.23B |
| Capital investors | 44.67M | 6.80% | $6.87B |
| State street | 35.61M | 6.20% | $3.71B |
| Cohen & steers | 35.17M | 5.36% | $5.41B |
| Norges bank | 31.29M | 5.12% | $3.94B |
| Wellington management group llp | 18.68M | 3.06% | $2.35B |
| Fmr | 15.78M | 2.58% | $1.99B |
| Geode capital management | 13.56M | 2.22% | $1.71B |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Resolution capital | 5.08M | 15.50% | $781.66M |
| Adelante capital management | 981.59K | 11.11% | $150.90M |
| Heitman real estate securities | 1.01M | 11.01% | $155.31M |
| Aew capital management l p | 1.28M | 10.38% | $197.28M |
| Cohen & steers | 35.17M | 9.91% | $5.41B |
| Flat footed | 989.60K | 9.71% | $103.17M |
| Lasalle investment management securities | 1.42M | 8.95% | $218.68M |
| Pggm investments | 2.80M | 8.07% | $498.93M |
| B&i capital | 152.79K | 7.99% | $23.49M |
| Cbre investment management listed real assets | 3.27M | 7.63% | $502.92M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 31.29M | 0.52% | 31.29M |
| Vanguard group | 98.30M | 0.22% | 2.61M |
| Capital investors | 44.67M | 1.18% | 2.08M |
| State street | 35.61M | 0.16% | 2.06M |
| Capital world investors | 1.59M | 0.04% | 1.59M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jpmorgan chase | 10.14M | 0.10% | -2.59M |
| Boston partners | - | - | -1.31M |
| Legal & general group | 6.89M | 0.23% | -1.25M |
| Barclays | 841.26K | 0.03% | -843.18K |
| Squarepoint ops | 31.06K | 0.00% | -678.50K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 31.29M | 0.52% | 31.29M | $3.94B |
| Capital world investors | 1.59M | 0.04% | 1.59M | $244.35M |
| Flat footed | 989.60K | 9.71% | 989.60K | $103.17M |
| Artisan partners limited partnership | 469.95K | 0.11% | 469.95K | $72.25M |
| Hazelview securities | 241.12K | 5.46% | 241.12K | $29.91M |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -1.00 |
| Bbjs financial advisors | -1.00 |
| Quest partners | -2.00 |
| Greenline partners | -3.00 |
| Sugar maple asset management | -5.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 1,269 | 1.28% | 647,622,097 | 6.94% | 98 | 1.11% | 693 | -3.62% | 362 | 9.04% |
| Mar 31, 2025 | 1,234 | 7.87% | 602,985,820 | -2.42% | 93 | 0.96% | 708 | 15.31% | 327 | 1.55% |
| Dec 31, 2024 | 1,031 | -4.09% | 570,995,237 | 0.21% | 93 | 1.07% | 541 | 2.08% | 298 | -16.53% |
| Sep 30, 2024 | 1,065 | 5.65% | 568,829,753 | -2.79% | 93 | 0.98% | 526 | -5.73% | 351 | 24.47% |
| Jun 30, 2024 | 991 | 1.54% | 584,821,609 | 9.15% | 101 | 1.07% | 551 | 13.37% | 278 | -10.90% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Real Estate Index Investor | 23.59M | 3.53% | 27.73K |
| Vanguard Total Stock Mkt Idx Inv | 20.56M | 3.07% | -476.37K |
| Vanguard US Total Market Shares ETF | 19.30M | 2.96% | 358.39K |
| Vanguard Institutional 500 Index Trust | 17.33M | 2.65% | 118.20K |
| Capital Group Wash Mutual Invtrs Comp | 15.63M | 2.39% | 1.47M |
| American Funds Washington Mutual A | 15.63M | 2.39% | 1.47M |
| Vanguard 500 Index Investor | 15.38M | 2.30% | -2.25M |
| Fidelity 500 Index | 7.88M | 1.18% | 3.38K |
| SPDR® S&P 500 ETF | 7.58M | 1.16% | 107.86K |
| SPDR® S&P 500® ETF Trust | 7.38M | 1.14% | -38.66K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 30, 2025 | Gundlach Andrew | - | Buy | $1.51M |
| Jun 30, 2025 | Gundlach Andrew | - | Buy | $1.51M |
| Jun 06, 2025 | Mitra Shankh | CEO | Sell | $9.48M |
| Jun 06, 2025 | Chaudhri Nikhil | Co-President and CIO | Sell | $198.30K |
| Jun 06, 2025 | Chaudhri Nikhil | Co-President and CIO | Sell | $1.41M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | 2 | 7 |
| 2025 Q1 | - | - |
| 2024 Q4 | - | 1 |
| 2024 Q3 | - | - |
| 2024 Q2 | - | 1 |
WELL Ownership FAQ
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