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Welltower Ownership | Who Owns Welltower?

OverviewForecastRevenueFinancialsChartTranscripts

Welltower Ownership Summary

Welltower is owned by 101.88% institutional investors, 0.09% insiders. 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
StockWelltower101.88%0.09%-1.97%
SectorReal Estate Stocks 63.96%7.35%28.68%
IndustryHealthcare REIT Stocks74.78%3.71%21.51%

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 101.88%, followed by 0.09% insiders and -1.97% retail investors. The average institutional ownership in Welltower's industry, Healthcare REIT Stocks, is 74.78%, 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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