Welltower Ownership | Who Owns Welltower?

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Welltower Ownership Summary

Welltower is owned by 93.41% institutional investors, 0.17% insiders, and 6.42% 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 3.63% of its assets in Welltower shares.

WELL Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Welltower	93.41%	0.17%	6.42%
Sector	Real Estate Stocks	55.70%	8.24%	36.06%
Industry	Healthcare REIT Stocks	65.26%	3.78%	30.95%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	98.30M	16.08%	$12.39B
Blackrock funding, inc. /de	64.90M	10.62%	$8.18B
Blackrock	58.98M	10.27%	$6.15B
State street	35.61M	6.20%	$3.71B
Cohen & steers	37.91M	6.20%	$4.78B
Capital investors	37.10M	6.07%	$4.67B
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	5.77M	13.08%	$727.09M
Adelante capital management	1.17M	9.74%	$147.61M
Flat footed	989.60K	9.71%	$103.17M
Cohen & steers	37.91M	9.05%	$4.78B
Aew capital management l p	1.41M	8.58%	$177.51M
Vert asset management	180.75K	7.80%	$22.78M
Lasalle investment management securities	1.44M	7.67%	$181.44M
Zimmer partners, lp	3.33M	7.23%	$419.65M
Centersquare investment management	4.89M	6.51%	$616.84M
B&i capital	150.82K	6.19%	$19.01M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	31.29M	0.52%	31.29M
Blackrock funding, inc. /de	64.90M	0.17%	3.36M
Vanguard group	98.30M	0.22%	2.61M
State street	35.61M	0.16%	2.06M
Groupama asset managment	1.90M	0.04%	1.89M

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
Canada pension plan investment board	1.22M	0.15%	-914.29K
Barclays	841.26K	0.03%	-843.18K

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
Raymond james financial	718.60K	0.03%	718.60K	$90.56M
M.d. sass	386.95K	3.67%	386.95K	$48.77M
Hazelview securities	241.12K	5.46%	241.12K	$29.91M

Sold Out

Holder	Change
Mendota financial group	-1.00
Bbjs financial advisors	-1.00
Transamerica financial advisors	-1.00
Quest partners	-2.00
Sugar maple asset management	-5.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Mar 31, 2024	976	2.63%	535,808,412	-0.39%	97	1.02%	486	-6.72%	312	20.00%
Dec 31, 2023	951	12.15%	537,930,304	10.93%	98	1.04%	521	31.23%	260	2.36%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Real Estate Index Investor	23.30M	3.63%	-130.78K
Vanguard Total Stock Mkt Idx Inv	19.63M	3.06%	68.72K
Vanguard US Total Market Shares ETF	19.30M	2.96%	358.39K
Vanguard Institutional 500 Index Trust	16.41M	2.56%	112.30K
Capital Group Wash Mutual Invtrs Comp	14.19M	2.28%	-
American Funds Washington Mutual A	14.19M	2.28%	-
Vanguard Mid Cap Index Institutional	13.45M	2.10%	57.78K
SPDR® S&P 500 ETF	7.58M	1.16%	107.86K
iShares Core S&P 500 ETF	7.43M	1.15%	21.54K
Fidelity 500 Index	7.41M	1.14%	32.99K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Dec 09, 2024	BACON KENNETH J	-	Sell	$286.42K
Jun 04, 2024	BACON KENNETH J	-	Sell	$187.04K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	1
2024 Q3	-	-
2024 Q2	-	1
2024 Q1	-	-
2023 Q4	-	-

WELL Ownership FAQ

Who Owns Welltower?

Welltower shareholders are primarily institutional investors at 93.41%, followed by 0.17% insiders and 6.42% retail investors. The average institutional ownership in Welltower's industry, Healthcare REIT Stocks, is 65.26%, which Welltower exceeds.

Who owns the most shares of Welltower?

Welltower’s largest shareholders are Vanguard group (98.3M shares, 16.08%), Blackrock funding, inc. /de (64.9M shares, 10.62%), and Blackrock (58.98M shares, 10.27%). Together, they hold 36.97% 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 13.08% of its assets in 5.77M Welltower shares, valued at 727.09M$.

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 3.63% of its total shares outstanding invested in 23.3M Welltower shares.

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