Welltower Ownership | Who Owns Welltower?

Overview Forecast RevenueFinancials Chart Transcripts

Welltower Ownership Summary

Welltower is owned by 30.76% institutional investors, 0.06% insiders, and 69.18% 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 3.76% of its assets in Welltower shares.

WELL Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Welltower	30.76%	0.06%	69.18%
Sector	Real Estate Stocks	49.41%	9.79%	40.80%
Industry	Healthcare REIT Stocks	61.02%	2.86%	36.13%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	92.42M	13.74%	$17.15B
Blackrock funding, inc. /de	78.05M	11.15%	$17.71B
Blackrock	58.98M	10.27%	$6.15B
Vanguard capital management	46.12M	6.59%	$10.47B
State street	42.14M	6.02%	$9.56B
Capital investors	39.50M	5.64%	$8.97B
Cohen & steers	36.82M	5.26%	$8.36B
Capital world investors	20.03M	2.86%	$4.55B
Bank of america corp /de/	19.50M	2.79%	$4.43B
Fmr	19.45M	2.78%	$4.41B

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Aew capital management l p	1.15M	15.65%	$261.90M
Adelante capital management	972.47K	14.51%	$220.72M
Resolution capital	3.38M	14.10%	$766.63M
Heitman real estate securities	915.72K	13.34%	$207.84M
Cohen & steers	36.82M	13.22%	$8.36B
B&i capital	25.32K	12.68%	$5.75M
Hazelview securities	352.51K	11.53%	$83.21M
Centersquare investment management	5.64M	10.93%	$1.28B
Lasalle investment management securities	1.27M	10.22%	$287.24M
Flat footed	989.60K	9.71%	$103.17M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	18.15M	0.41%	18.15M
Sixth street partners management company	9.39M	0.28%	9.39M
Capital world investors	20.03M	0.54%	7.31M
Blackrock funding, inc. /de	78.05M	0.26%	4.05M
Capital investors	39.50M	1.85%	3.68M

Top Sellers

Holder	Shares	% Assets	Change
Fmr	19.45M	0.19%	-2.72M
Bank of america corp /de/	19.50M	0.29%	-2.25M
Wellington management group llp	15.18M	0.59%	-1.77M
Boston partners	-	-	-1.31M
Pggm investments	449.81K	2.51%	-1.30M

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	18.15M	0.41%	18.15M	$4.12B
Sixth street partners management company	9.39M	0.28%	9.39M	$2.13B
Flat footed	989.60K	9.71%	989.60K	$103.17M
Axa investment managers	501.82K	0.24%	501.82K	$89.39M
Cibc world markets	260.55K	0.23%	260.55K	$48.36M

Sold Out

Holder	Change
Ross\johnson & associates	-1.00
Mendota financial group	-1.00
Toth financial advisory	-1.00
Bbjs financial advisors	-1.00
Retirement wealth solutions	-1.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Mar 31, 2026	967	-33.86%	212,081,089	-69.00%	30	0.30%	524	-35.63%	287	-29.83%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Real Estate Index Investor	26.55M	3.76%	409.85K
Vanguard Total Stock Mkt Idx Inv	22.41M	3.18%	205.44K
Vanguard Morn Total Stk Mkt Idx Investor	22.41M	3.11%	205.44K
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	18.34M	2.60%	67.16K
American Funds Washington Mutual A	16.90M	2.39%	-
Capital Group Wash Mutual Invtrs Comp	16.90M	2.39%	-
American Funds Growth Fd of Amer A	10.61M	1.50%	4.69M
Capital Group Growth Fnd of Amer Comp	10.61M	1.47%	4.69M

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

WELL Ownership FAQ

Who Owns Welltower?

Welltower shareholders are primarily institutional investors at 30.75%, followed by 0.06% insiders and 69.19% retail investors. The average institutional ownership in Welltower's industry, Healthcare REIT Stocks, is 61.02%, 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 (78.05M shares, 11.15%), and Blackrock (58.98M shares, 10.27%). Together, they hold 35.17% 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?

Aew capital management l p is Welltower’s biggest shareholder by percentage of total assets invested, with 15.65% of its assets in 1.15M Welltower shares, valued at 261.9M$.

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 3.76% of its total shares outstanding invested in 26.55M 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