Welltower Ownership | Who Owns Welltower?

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Welltower Ownership Summary

Welltower is owned by 102.37% institutional investors, 0.06% insiders. Vanguard group is the largest institutional shareholder, holding 13.74% of WELL shares. Vanguard Real Estate Index Investor is the top mutual fund, with 3.68% of its assets in Welltower shares.

WELL Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Welltower	102.37%	0.06%	-2.43%
Sector	Real Estate Stocks	72.91%	10.04%	17.05%
Industry	Healthcare REIT Stocks	98.94%	2.67%	-1.62%

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 %
Jun 30, 2026	1,615	5.83%	716,403,136	6.27%	102	1.10%	878	5.66%	476	4.62%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Real Estate Index Investor	26.54M	3.68%	-13.21K
Vanguard Total Stock Mkt Idx Inv	22.41M	3.18%	205.44K
Vanguard MStar Total Stk Mkt Idx Invest	22.48M	3.12%	63.88K
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	18.53M	2.57%	194.39K
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

Recent Insider Transactions

Date	Name	Role	Activity	Value
Aug 25, 2026	Gundlach Andrew	-	Buy	$598.67K
Aug 26, 2026	Gundlach Andrew	-	Buy	$605.15K
Aug 26, 2026	Gundlach Andrew	-	Buy	$605.15K
Aug 25, 2026	Gundlach Andrew	-	Buy	$598.67K
Jun 30, 2025	Gundlach Andrew	-	Buy	$1.51M

Insider Transactions Trends

Date	Buy	Sell
2026 Q3	4	-
2026 Q2	-	-
2026 Q1	-	-
2025 Q4	-	-
2025 Q3	-	-

WELL Ownership FAQ

Who Owns Welltower?

Welltower shareholders are primarily institutional investors at 102.37%, followed by 0.06% insiders and -2.43% retail investors. The average institutional ownership in Welltower's industry, Healthcare REIT Stocks, is 98.94%, which Welltower exceeds.

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 3.68% of its total shares outstanding invested in 26.54M Welltower shares.

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