Welltower Ownership | Who Owns Welltower?


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Welltower Ownership Summary


Welltower is owned by 93.05% institutional investors, 0.09% insiders, and 6.85% retail investors. Vanguard group is the largest institutional shareholder, holding 16.44% of WELL shares. Vanguard Real Estate Index Investor is the top mutual fund, with 3.70% of its assets in Welltower shares.

WELL Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockWelltower93.05%0.09%6.85%
SectorReal Estate Stocks 66.64%8.12%25.24%
IndustryHealthcare REIT Stocks81.60%3.99%14.41%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group94.38M16.44%$9.84B
Blackrock58.98M10.27%$6.15B
Cohen & steers38.92M6.78%$4.06B
Capital investors35.95M6.26%$3.75B
State street35.61M6.20%$3.71B
Norges bank32.91M5.73%$3.43B
Wellington management group llp16.89M2.94%$1.76B
Geode capital management13.09M2.28%$1.36B
Jpmorgan chase12.83M2.23%$1.34B
Principal financial group12.44M2.17%$1.30B

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Resolution capital6.82M13.37%$710.84M
Flat footed989.60K9.71%$103.17M
Adelante capital management1.15M9.51%$120.37M
B&i capital255.75K8.53%$26.66M
Cohen & steers38.92M8.50%$4.06B
Vert asset management179.63K7.46%$18.73M
Aew capital management l p1.35M6.82%$140.96M
Heitman real estate securities1.03M6.79%$107.33M
Hazelview securities325.50K6.48%$34.29M
Zimmer partners, lp3.32M6.38%$345.77M

Top Buyers

HolderShares% AssetsChange
Norges bank32.91M0.51%32.91M
Capital investors35.95M0.77%6.71M
Jpmorgan chase12.83M0.11%6.58M
Vanguard group94.38M0.19%5.19M
Duff & phelps investment management2.45M3.25%2.45M

Top Sellers

HolderShares% AssetsChange
Ubs asset management americas937.72K0.03%-4.93M
Marshall wace, llp843.42K0.12%-1.33M
Boston partners---1.31M
Fmr10.45M0.07%-1.04M
Cbre investment management listed real assets1.87M3.57%-958.72K

New Positions

HolderShares% AssetsChangeValue
Norges bank32.91M0.51%32.91M$3.43B
Flat footed989.60K9.71%989.60K$103.17M
Capital research global investors652.25K0.01%652.25K$68.00M
Braun stacey associates241.58K0.98%241.58K$25.18M
Corebridge financial152.67K0.09%152.67K$15.92M

Sold Out

HolderChange
Bbjs financial advisors-1.00
Delos wealth advisors-5.00
Johnson financial group-6.00
Rfp financial group-9.00
Wetzel investment advisors-9.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 20241,0655.65%568,829,753-2.79%930.98%526-5.73%35124.47%
Jun 30, 20249911.54%584,821,6099.15%1011.07%55113.37%278-10.90%
Mar 31, 20249762.63%535,808,412-0.39%971.02%486-6.72%31220.00%
Dec 31, 202395112.15%537,930,30410.93%981.04%52131.23%2602.36%
Sep 30, 20238481.31%484,918,042-1.60%970.97%3975.03%254-1.55%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Real Estate Index Investor23.04M3.70%-61.99K
Vanguard Total Stock Mkt Idx Inv19.24M3.09%-66.68K
Vanguard Institutional 500 Index Trust15.34M2.46%177.23K
American Funds Washington Mutual A14.19M2.29%-
Capital Group Wash Mutual Invtrs Comp14.19M2.29%-
Vanguard Mid Cap Index Institutional12.92M2.08%23.39K
Fidelity 500 Index7.11M1.14%-252.34K
SPDR® S&P 500® ETF Trust7.02M1.13%2.39K
iShares Core S&P 500 ETF6.44M1.03%9.92K
Vanguard Growth Index Investor6.40M1.03%39.31K

Recent Insider Transactions


DateNameRoleActivityValue
Jun 04, 2024BACON KENNETH J-Sell$187.04K

Insider Transactions Trends


DateBuySell
2024 Q3--
2024 Q2-1
2024 Q1--
2023 Q4--
2023 Q3--

WELL Ownership FAQ


Who Owns Welltower?

Welltower shareholders are primarily institutional investors at 93.05%, followed by 0.09% insiders and 6.86% retail investors. The average institutional ownership in Welltower's industry, Healthcare REIT Stocks, is 81.60%, which Welltower exceeds.

Who owns the most shares of Welltower?

Welltower’s largest shareholders are Vanguard group (94.38M shares, 16.44%), Blackrock (58.98M shares, 10.27%), and Cohen & steers (38.92M shares, 6.78%). Together, they hold 33.49% 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 13.37% of its assets in 6.82M Welltower shares, valued at 710.84M$.

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 3.70% of its total shares outstanding invested in 23.04M Welltower shares.

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