Welltower Ownership | Who Owns Welltower?
Welltower Ownership Summary
Welltower is owned by 24.81% institutional investors, 0.05% insiders, and 75.14% retail investors. Vanguard group is the largest institutional shareholder, holding 13.67% 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 | 24.81% | 0.05% | 75.14% |
| Sector | Real Estate Stocks | 49.25% | 9.14% | 41.62% |
| Industry | Healthcare REIT Stocks | 68.84% | 3.58% | 27.58% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 89.78M | 13.67% | $15.99B |
| Blackrock funding, inc. /de | 69.42M | 10.57% | $12.37B |
| Blackrock | 58.98M | 10.27% | $6.15B |
| Capital investors | 46.52M | 7.08% | $8.29B |
| State street | 41.25M | 6.28% | $7.35B |
| Norges bank | 31.29M | 5.12% | $3.94B |
| Cohen & steers | 33.57M | 5.11% | $5.98B |
| Wellington management group llp | 20.02M | 3.05% | $3.57B |
| Fmr | 19.89M | 3.03% | $3.54B |
| Geode capital management | 16.23M | 2.47% | $2.89B |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Resolution capital | 4.20M | 14.57% | $748.74M |
| Aew capital management l p | 1.21M | 11.96% | $214.67M |
| Heitman real estate securities | 978.56K | 11.91% | $174.32M |
| Adelante capital management | 979.38K | 11.67% | $174.47B |
| Cohen & steers | 33.57M | 10.79% | $5.98B |
| B&i capital | 161.44K | 9.96% | $28.76M |
| Flat footed | 989.60K | 9.71% | $103.17M |
| Centersquare investment management | 5.26M | 9.41% | $936.52M |
| Gsi capital advisors | 88.41K | 8.90% | $15.75M |
| Lasalle investment management securities | 1.19M | 8.35% | $212.57M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 31.29M | 0.52% | 31.29M |
| Vanguard group | 89.78M | 0.24% | 3.99M |
| Price t rowe associates inc /md/ | 15.09M | 0.29% | 2.93M |
| Blackrock funding, inc. /de | 69.42M | 0.22% | 2.86M |
| Capital world investors | 4.25M | 0.10% | 2.66M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ubs asset management americas | 21.09K | 0.00% | -9.67M |
| Cohen & steers | 33.57M | 10.79% | -1.61M |
| Boston partners | - | - | -1.31M |
| Resolution capital | 4.20M | 14.57% | -881.54K |
| Hrt financial lp | - | - | -712.93K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 31.29M | 0.52% | 31.29M | $3.94B |
| Flat footed | 989.60K | 9.71% | 989.60K | $103.17M |
| Axa investment managers | 501.82K | 0.24% | 501.82K | $89.39M |
| Jupiter asset management | 428.70K | 0.66% | 428.70K | $76.37M |
| Two sigma investments, lp | 389.29K | 0.10% | 389.29K | $69.35M |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -1.00 |
| Bbjs financial advisors | -1.00 |
| Crewe advisors | -3.00 |
| Greenline partners | -3.00 |
| Transce3nd | -4.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 1,065 | 5.65% | 568,829,753 | -2.79% | 93 | 0.98% | 526 | -5.73% | 351 | 24.47% |
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 Q4 | - | - |
| 2025 Q3 | - | - |
| 2025 Q2 | 2 | 7 |
| 2025 Q1 | - | - |
| 2024 Q4 | - | 1 |
WELL Ownership FAQ
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