Welltower Ownership | Who Owns Welltower?
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 3.59% 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 | 49.26% | 9.54% | 41.19% |
| Industry | Healthcare REIT Stocks | 61.33% | 2.73% | 35.94% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 92.42M | 13.74% | $17.15B |
| Blackrock funding, inc. /de | 74.00M | 10.73% | $14.63B |
| Blackrock | 58.98M | 10.27% | $6.15B |
| State street | 41.56M | 6.03% | $8.22B |
| Cohen & steers | 35.85M | 5.20% | $7.09B |
| Capital investors | 35.82M | 5.19% | $7.08B |
| Norges bank | 29.45M | 4.42% | $5.47B |
| Fmr | 22.18M | 3.22% | $4.38B |
| Geode capital management | 17.77M | 2.58% | $3.51B |
| Price t rowe associates inc /md/ | 17.22M | 2.50% | $3.40B |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Aew capital management l p | 1.06M | 15.26% | $210.34M |
| Resolution capital | 3.61M | 14.99% | $712.93M |
| Cohen & steers | 35.85M | 12.31% | $7.09B |
| B&i capital | 176.36K | 11.86% | $34.87M |
| Adelante capital management | 979.38K | 11.67% | $174.47B |
| Heitman real estate securities | 815.77K | 11.59% | $161.29M |
| Hazelview securities | 312.96K | 11.52% | $61.88M |
| Centersquare investment management | 5.24M | 10.72% | $1.04B |
| Gsi capital advisors | 99.13K | 10.64% | $19.60M |
| Flat footed | 989.60K | 9.71% | $103.17M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 29.45M | 0.58% | 29.45M |
| Ubs asset management americas | 8.17M | 0.34% | 8.15M |
| Capital research global investors | 6.53M | 0.20% | 6.23M |
| Vanguard fiduciary trust | 3.93M | 0.20% | 3.93M |
| Vanguard group | 92.42M | 0.25% | 2.64M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Capital investors | 35.82M | 1.66% | -11.61M |
| Actiam | 997.30K | 1.93% | -8.52M |
| Wellington management group llp | 16.95M | 0.63% | -1.70M |
| Boston partners | - | - | -1.31M |
| Morgan stanley | 9.05M | 0.11% | -1.02M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 29.45M | 0.58% | 29.45M | $5.47B |
| Vanguard fiduciary trust | 3.93M | 0.20% | 3.93M | $776.34M |
| Vanguard global advisers | 1.53M | 0.16% | 1.53M | $301.76M |
| Vanguard asset management | 1.20M | 0.20% | 1.20M | $237.03M |
| Alphinity investment management pty | 1.12M | 3.91% | 1.12M | $222.09M |
Sold Out
| Holder | Change |
|---|---|
| Retirement wealth solutions | -1.00 |
| Mendota financial group | -1.00 |
| Ross\johnson & associates | -1.00 |
| Bbjs financial advisors | -1.00 |
| Greenline partners | -3.00 |
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 | 25.28M | 3.59% | -99.89K |
| Vanguard Total Stock Mkt Idx Inv | 22.17M | 3.15% | 455.95K |
| 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 | 17.77M | 2.52% | 118.52K |
| Capital Group Wash Mutual Invtrs Comp | 16.90M | 2.40% | -41.72K |
| American Funds Washington Mutual A | 16.90M | 2.40% | -41.72K |
| iShares Core S&P 500 ETF | 9.03M | 1.28% | 26.45K |
| Fidelity 500 Index | 8.91M | 1.26% | 176.46K |
| State Street® SPDR® S&P 500® ETF | 8.30M | 1.18% | -8.93K |
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
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