Welltower Ownership | Who Owns Welltower?

Overview Forecast RevenueFinancials Chart Transcripts

Welltower Ownership Summary

Welltower is owned by 20.99% institutional investors, 0.06% insiders, and 78.94% retail investors. Vanguard group is the largest institutional shareholder, holding 13.74% of WELL shares. Vanguard Real Estate Index Investor is the top mutual fund, with 3.54% of its assets in Welltower shares.

WELL Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Welltower	20.99%	0.06%	78.94%
Sector	Real Estate Stocks	42.56%	9.05%	48.39%
Industry	Healthcare REIT Stocks	53.49%	2.70%	43.81%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	92.42M	13.74%	$17.15B
Blackrock funding, inc. /de	72.78M	10.93%	$13.51B
Blackrock	58.98M	10.27%	$6.15B
Capital investors	47.43M	7.13%	$8.81B
State street	41.25M	6.28%	$7.35B
Cohen & steers	33.51M	4.86%	$6.22B
Norges bank	29.45M	4.42%	$5.47B
Wellington management group llp	20.02M	3.05%	$3.57B
Fmr	19.89M	3.03%	$3.54B
Geode capital management	17.01M	2.56%	$3.16B

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Resolution capital	4.20M	14.57%	$748.74M
Aew capital management l p	973.24K	13.07%	$180.64M
B&i capital	181.84K	12.00%	$33.75M
Adelante capital management	979.38K	11.67%	$174.47B
Heitman real estate securities	892.71K	11.65%	$165.70M
Cohen & steers	33.51M	11.25%	$6.22B
Centersquare investment management	5.54M	10.15%	$1.03B
Flat footed	989.60K	9.71%	$103.17M
Gsi capital advisors	89.69K	9.32%	$16.65M
Cbre investment management listed real assets	3.23M	8.80%	$599.46M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	29.45M	0.58%	29.45M
Capital world investors	10.74M	0.27%	6.50M
Blackrock funding, inc. /de	72.78M	0.23%	3.37M
Wcm investment management	3.28M	1.27%	3.14M
Price t rowe associates inc /md/	15.09M	0.29%	2.93M

Top Sellers

Holder	Shares	% Assets	Change
Goldman sachs group	4.47M	0.10%	-1.60M
Ubs group	1.76M	0.05%	-1.52M
Boston partners	-	-	-1.31M
Resolution capital	4.20M	14.57%	-881.54K
Pggm investments	2.04M	5.99%	-762.54K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	29.45M	0.58%	29.45M	$5.47B
Flat footed	989.60K	9.71%	989.60K	$103.17M
Axa investment managers	501.82K	0.24%	501.82K	$89.39M
Two sigma investments, lp	389.29K	0.10%	389.29K	$69.35M
Cibc world markets	260.55K	0.23%	260.55K	$48.36M

Sold Out

Holder	Change
Mendota financial group	-1.00
Retirement wealth solutions	-1.00
Bbjs financial advisors	-1.00
Greenline partners	-3.00
Transce3nd	-4.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2025	699	-48.72%	141,161,854	-77.45%	20	0.23%	379	-49.73%	196	-44.48%
Sep 30, 2025	761	-40.69%	162,887,702	-74.07%	24	0.27%	417	-39.91%	197	-46.61%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Real Estate Index Investor	24.70M	3.54%	75.42K
Vanguard Total Stock Mkt Idx Inv	21.61M	3.10%	46.13K
Vanguard US Total Market Shares ETF	19.30M	2.96%	358.39K
Vanguard Institutional 500 Index Trust	17.33M	2.65%	118.20K
Vanguard 500 Index Investor	17.48M	2.51%	108.93K
Capital Group Wash Mutual Invtrs Comp	16.94M	2.43%	-506.32K
American Funds Washington Mutual A	16.94M	2.43%	-506.32K
iShares Core S&P 500 ETF	8.74M	1.25%	2.99M
Fidelity 500 Index	8.68M	1.24%	232.93K
SPDR® S&P 500 ETF	7.58M	1.16%	107.86K

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
2026 Q1	-	-
2025 Q4	-	-
2025 Q3	-	-
2025 Q2	2	7
2025 Q1	-	-

WELL Ownership FAQ

Who Owns Welltower?

Welltower shareholders are primarily institutional investors at 20.99%, followed by 0.06% insiders and 78.95% retail investors. The average institutional ownership in Welltower's industry, Healthcare REIT Stocks, is 53.49%, which Welltower falls below.

Who owns the most shares of Welltower?

Welltower’s largest shareholders are Vanguard group (92.42M shares, 13.74%), Blackrock funding, inc. /de (72.78M shares, 10.93%), and Blackrock (58.98M shares, 10.27%). Together, they hold 34.95% of Welltower’s total shares outstanding.

Does Blackrock own Welltower?

Yes, BlackRock owns 10.27% of Welltower, totaling 58.98M shares as of Jun 2024. This represents 0.14% of BlackRock's total assets, with a market value of 6.15B$. In the last quarter, BlackRock decreased its holdings by -159K shares, a -0.27% change.

Who is Welltower’s biggest shareholder by percentage of total assets invested?

Resolution capital is Welltower’s biggest shareholder by percentage of total assets invested, with 14.57% of its assets in 4.2M Welltower shares, valued at 748.74M$.

Who is the top mutual fund holder of Welltower shares?

Vanguard Real Estate Index Investor is the top mutual fund holder of Welltower shares, with 3.54% of its total shares outstanding invested in 24.7M Welltower shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools