Welltower Ownership | Who Owns Welltower?

Overview Forecast RevenueFinancials Chart Transcripts

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

Type	Name	% Inst	% Insiders	% Retail
Stock	Welltower	93.05%	0.09%	6.85%
Sector	Real Estate Stocks	66.62%	8.14%	25.24%
Industry	Healthcare REIT Stocks	81.60%	3.99%	14.41%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	94.38M	16.44%	$9.84B
Blackrock	58.98M	10.27%	$6.15B
Cohen & steers	38.92M	6.78%	$4.06B
Capital investors	35.95M	6.26%	$3.75B
State street	35.61M	6.20%	$3.71B
Norges bank	32.91M	5.73%	$3.43B
Wellington management group llp	16.89M	2.94%	$1.76B
Geode capital management	13.09M	2.28%	$1.36B
Jpmorgan chase	12.83M	2.23%	$1.34B
Principal financial group	12.44M	2.17%	$1.30B

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Resolution capital	6.82M	13.37%	$710.84M
Flat footed	989.60K	9.71%	$103.17M
Adelante capital management	1.15M	9.51%	$120.37M
B&i capital	255.75K	8.53%	$26.66M
Cohen & steers	38.92M	8.50%	$4.06B
Vert asset management	179.63K	7.46%	$18.73M
Aew capital management l p	1.35M	6.82%	$140.96M
Heitman real estate securities	1.03M	6.79%	$107.33M
Hazelview securities	325.50K	6.48%	$34.29M
Zimmer partners, lp	3.32M	6.38%	$345.77M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	32.91M	0.51%	32.91M
Capital investors	35.95M	0.77%	6.71M
Jpmorgan chase	12.83M	0.11%	6.58M
Vanguard group	94.38M	0.19%	5.19M
Duff & phelps investment management	2.45M	3.25%	2.45M

Top Sellers

Holder	Shares	% Assets	Change
Ubs asset management americas	937.72K	0.03%	-4.93M
Marshall wace, llp	843.42K	0.12%	-1.33M
Boston partners	-	-	-1.31M
Fmr	10.45M	0.07%	-1.04M
Cbre investment management listed real assets	1.87M	3.57%	-958.72K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	32.91M	0.51%	32.91M	$3.43B
Flat footed	989.60K	9.71%	989.60K	$103.17M
Capital research global investors	652.25K	0.01%	652.25K	$68.00M
Braun stacey associates	241.58K	0.98%	241.58K	$25.18M
Corebridge financial	152.67K	0.09%	152.67K	$15.92M

Sold Out

Holder	Change
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

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2023	848	1.31%	484,918,042	-1.60%	97	0.97%	397	5.03%	254	-1.55%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Real Estate Index Investor	23.04M	3.70%	-61.99K
Vanguard Total Stock Mkt Idx Inv	19.24M	3.09%	-66.68K
Vanguard Institutional 500 Index Trust	15.34M	2.46%	177.23K
American Funds Washington Mutual A	14.19M	2.29%	-
Capital Group Wash Mutual Invtrs Comp	14.19M	2.29%	-
Vanguard Mid Cap Index Institutional	12.92M	2.08%	23.39K
Fidelity 500 Index	7.11M	1.14%	-252.34K
SPDR® S&P 500® ETF Trust	7.02M	1.13%	2.39K
iShares Core S&P 500 ETF	6.44M	1.03%	9.92K
Vanguard Growth Index Investor	6.40M	1.03%	39.31K

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 93.05%, 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.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools