Welltower Ownership | Who Owns Welltower?

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Welltower Ownership Summary

Welltower is owned by 98.63% institutional investors, 0.06% insiders, and 1.31% retail investors. Vanguard group is the largest institutional shareholder, holding 16.08% 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	98.63%	0.06%	1.31%
Sector	Real Estate Stocks	69.85%	9.10%	21.05%
Industry	Healthcare REIT Stocks	82.64%	3.59%	13.77%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	98.30M	16.08%	$12.39B
Blackrock	58.98M	10.27%	$6.15B
Blackrock funding, inc. /de	66.55M	10.14%	$10.23B
Capital investors	44.67M	6.80%	$6.87B
State street	35.61M	6.20%	$3.71B
Cohen & steers	35.17M	5.36%	$5.41B
Norges bank	31.29M	5.12%	$3.94B
Wellington management group llp	18.68M	3.06%	$2.35B
Fmr	15.78M	2.58%	$1.99B
Geode capital management	13.56M	2.22%	$1.71B

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Resolution capital	5.08M	15.50%	$781.66M
Adelante capital management	981.59K	11.11%	$150.90M
Heitman real estate securities	1.01M	11.01%	$155.31M
Aew capital management l p	1.28M	10.38%	$197.28M
Cohen & steers	35.17M	9.91%	$5.41B
Flat footed	989.60K	9.71%	$103.17M
Lasalle investment management securities	1.42M	8.95%	$218.68M
B&i capital	152.79K	7.99%	$23.49M
Cbre investment management listed real assets	3.27M	7.63%	$502.92M
Vert asset management	133.43K	7.47%	$20.51M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	31.29M	0.52%	31.29M
Vanguard group	98.30M	0.22%	2.61M
Capital investors	44.67M	1.18%	2.08M
State street	35.61M	0.16%	2.06M
Capital world investors	1.59M	0.04%	1.59M

Top Sellers

Holder	Shares	% Assets	Change
Jpmorgan chase	10.14M	0.10%	-2.59M
Boston partners	-	-	-1.31M
Legal & general group	6.89M	0.23%	-1.25M
Barclays	841.26K	0.03%	-843.18K
Squarepoint ops	31.06K	0.00%	-678.50K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	31.29M	0.52%	31.29M	$3.94B
Capital world investors	1.59M	0.04%	1.59M	$244.35M
Flat footed	989.60K	9.71%	989.60K	$103.17M
Artisan partners limited partnership	469.95K	0.11%	469.95K	$72.25M
Hazelview securities	241.12K	5.46%	241.12K	$29.91M

Sold Out

Holder	Change
Bbjs financial advisors	-1.00
Mendota financial group	-1.00
Quest partners	-2.00
Greenline partners	-3.00
Halbert hargrove global advisors	-3.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Jun 30, 2024	991	1.54%	584,821,609	9.15%	101	1.07%	551	13.37%	278	-10.90%

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
American Funds Washington Mutual A	15.63M	2.39%	1.47M
Capital Group Wash Mutual Invtrs Comp	15.63M	2.39%	1.47M
Vanguard 500 Index Investor	15.38M	2.30%	-2.25M
Fidelity 500 Index	7.87M	1.18%	185.23K
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 Q2	2	7
2025 Q1	-	-
2024 Q4	-	1
2024 Q3	-	-
2024 Q2	-	1

WELL Ownership FAQ

Who Owns Welltower?

Welltower shareholders are primarily institutional investors at 98.63%, followed by 0.06% insiders and 1.31% retail investors. The average institutional ownership in Welltower's industry, Healthcare REIT Stocks, is 82.64%, which Welltower exceeds.

Who owns the most shares of Welltower?

Welltower’s largest shareholders are Vanguard group (98.3M shares, 16.08%), Blackrock (58.98M shares, 10.27%), and Blackrock funding, inc. /de (66.55M shares, 10.14%). Together, they hold 36.49% 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 15.50% of its assets in 5.08M Welltower shares, valued at 781.66M$.

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 3.53% of its total shares outstanding invested in 23.59M Welltower shares.

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