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Welltower (WELL) Institutional Ownership

$100.83
-0.04 (-0.04%)
(As of 05/28/2024 ET)

Institutional Ownership Changes (13F Filings) for Welltower (NYSE:WELL)

Current
Institutional Ownership
Percentage
94.80%
Number of
Institutional Buyers
(last 12 months)
512
Total
Institutional Inflows
(last 12 months)
$8.49B
Number of
Institutional Sellers
(last 12 months)
347
Total
Institutional Outflows
(last 12 months)
$3.34B
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WELL Institutional Buying and Selling by Quarter

Welltower Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/28/2024 Boston Partners1,314,479$122.83M0.1%-21.4%0.220%
5/28/2024Teachers Retirement System of The State of Kentucky118,400$11.06M0.1%+180.7%0.020%
5/24/2024 Cetera Advisors LLC23,171$2.17M0.0%+17.4%0.004%
5/24/2024 Cetera Investment Advisers82,174$7.68M0.0%+527.5%0.014%
5/24/2024PGGM Investments2,418,507$225.99M3.3%-2.0%0.404%
5/22/2024 Livelsberger Financial Advisory3,663$364K4.3%-4.0%0.001%
5/21/2024 Atria Investments Inc27,371$2.56M0.0%+19.4%0.005%
5/21/2024 Swedbank AB716,018$66.91M0.1%N/A0.120%
5/21/2024 LRI Investments LLC4,953$463K0.1%N/A0.001%
5/20/2024 Virtu Financial LLC5,867$548K0.0%N/A0.001%
5/17/2024 Zimmer Partners LP3,316,750$309.92M6.6%N/A0.555%
5/17/2024 Beacon Capital Management LLC1,347$126K0.0%+53.6%0.000%
5/17/2024 Alethea Capital Management LLC5,296$495K0.4%N/A0.001%
5/17/2024 Tidal Investments LLC21,326$1.99M0.0%+61.0%0.004%
5/16/2024 California State Teachers Retirement System858,253$80.20M0.1%+5.6%0.144%
5/16/2024 Meiji Yasuda Life Insurance Co20,888$1.95M0.0%+40.2%0.003%
5/16/2024 B. Riley Wealth Advisors Inc.34,439$3.22M0.1%+5.5%0.006%
5/16/2024 Ancora Advisors LLC10,485$980K0.0%-3.9%0.002%
5/16/2024 Janus Henderson Group PLC1,409,444$131.59M0.1%-8.7%0.236%
5/16/2024 BROOKFIELD Corp ON 387,831$36.24M0.2%+68.4%0.065%
5/16/2024Benchmark Investment Advisors LLC5,060$473K0.4%N/A0.001%
5/16/2024 Waverly Advisors LLC11,706$1.09M0.0%+11.0%0.002%
5/15/2024 SVB Wealth LLC4,730$442K0.0%-8.4%0.001%
5/15/2024 Public Employees Retirement System of Ohio1,030,388$96.28M0.4%+1.0%0.172%
5/15/2024 Public Employees Retirement Association of Colorado79,190$7.40M0.0%+4.2%0.013%
5/15/2024 Bamco Inc. NY675,363$63.11M0.2%-1.3%0.113%
5/15/2024 Kentucky Retirement Systems Insurance Trust Fund18,265$1.71M0.1%-7.4%0.003%
5/15/2024 Kentucky Retirement Systems42,032$3.93M0.1%-5.1%0.007%
5/15/2024 Price T Rowe Associates Inc. MD6,699,681$626.02M0.1%-6.6%1.120%
5/15/2024 Magnetar Financial LLC6,551$612K0.0%-84.6%0.001%
5/15/2024 Lazard Asset Management LLC8,523$795K0.0%+43.7%0.001%
5/15/2024 Epoch Investment Partners Inc.137,139$12.81M0.1%-2.2%0.023%
5/15/2024 LRI Investments LLC4,953$493K0.1%N/A0.001%
5/15/2024 1832 Asset Management L.P.39,900$3.73M0.0%+364.0%0.007%
5/15/2024 Quadrature Capital Ltd8,228$768K0.0%N/A0.001%
5/15/2024 Gamco Investors INC. ET AL24,250$2.27M0.0%+162.2%0.004%
5/14/2024 Canada Pension Plan Investment Board1,695,406$158.42M0.2%+8.1%0.284%
5/14/2024 Westwood Holdings Group Inc.6,000$561K0.0%-33.3%0.001%
5/14/2024 Toronto Dominion Bank321,037$30.00M0.0%-11.5%0.054%
5/14/2024 Capital International Inc. CA 302,821$28.30M0.4%+6.6%0.051%
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5/14/2024 Capital International Investors29,236,326$2.73B0.6%+26.4%4.890%
5/14/2024 Capital Group Private Client Services Inc.41,519$3.88M0.0%+22.4%0.007%
5/14/2024 Capital Group Investment Management PTE. LTD.10,629$993K0.2%-81.4%0.002%
5/14/2024 Sheaff Brock Investment Advisors LLC20,739$1.94M0.1%-1.4%0.003%
5/14/2024 Advisors Asset Management Inc.37,717$3.52M0.1%-14.3%0.006%
5/14/2024 EP Wealth Advisors LLC3,387$316K0.0%+9.1%0.001%
5/14/2024 CreativeOne Wealth LLC6,121$572K0.0%+13.5%0.001%
5/14/2024 Vident Advisory LLC64,818$6.06M0.1%+60.6%0.011%
5/14/2024 LGT Group Foundation122,481$11.45M0.3%-11.9%0.020%
5/14/2024 Shell Asset Management Co.17,721$1.66M0.1%-28.2%0.003%
5/14/2024 MQS Management LLC5,449$509K0.3%+49.5%0.001%
5/14/2024 Natixis320,821$29.98M0.2%+530.9%0.054%
5/14/2024 InterOcean Capital Group LLC2,203$206K0.0%-9.0%0.000%
5/14/2024 Pitcairn Co.2,462$230K0.0%N/A0.000%
5/14/2024 Healthcare of Ontario Pension Plan Trust Fund371,855$34.75M0.1%N/A0.062%
5/14/2024 CANADA LIFE ASSURANCE Co1,064,777$99.46M0.2%+10.8%0.178%
5/14/2024 American International Group Inc.149,425$13.96M0.1%-0.3%0.025%
5/14/2024 Lake Street Advisors Group LLC3,935$368K0.0%+37.9%0.001%
5/13/2024 Bessemer Group Inc.4,113$384K0.0%+22.8%0.001%
5/13/2024 UniSuper Management Pty Ltd357,374$33.39M0.3%+5.5%0.060%
5/13/2024 O Shaughnessy Asset Management LLC41,773$3.90M0.0%+15.1%0.007%
5/13/2024 Ameritas Investment Partners Inc.5,987$559K0.0%-3.0%0.001%
5/11/2024 Orion Capital Management LLC3,020$282K0.1%-18.8%0.001%
5/11/2024 Jacobi Capital Management LLC2,194$205K0.0%N/A0.000%
5/11/2024 Edgestream Partners L.P.2,539$237K0.0%-21.3%0.000%
5/11/2024 Nicola Wealth Management LTD.17,695$1.65M0.2%+34.1%0.003%
5/11/2024 Cercano Management LLC115,822$10.82M0.3%-13.1%0.019%
5/10/2024 Osaic Holdings Inc.84,603$7.91M0.0%-24.4%0.014%
5/10/2024 Connors Investor Services Inc.117,715$11.00M1.2%+10.6%0.020%
5/10/2024 Acadian Asset Management LLC769$71K0.0%-82.8%0.000%
5/10/2024 TIAA Trust National Association162,457$15.18M0.0%+2.8%0.027%
5/10/2024 Vanguard Group Inc.89,187,884$8.33B0.2%+3.8%14.916%
5/10/2024 Cornerstone Advisors LLC1,400$131K0.0%N/A0.000%
5/10/2024 Intech Investment Management LLC22,294$2.08M0.0%+147.9%0.004%
5/10/2024 Mitsubishi UFJ Trust & Banking Corp411,339$38.25M0.1%-22.8%0.069%
5/10/2024 Centersquare Investment Management LLC5,329,248$507.77M5.5%+19.0%0.891%
5/10/2024 Banco Santander S.A.11,636$1.09M0.0%-1.3%0.002%
5/9/2024 ProVise Management Group LLC12,186$1.14M0.1%-14.8%0.002%
5/9/2024 Orion Portfolio Solutions LLC13,312$1.24M0.0%-3.5%0.002%
5/9/2024 Blair William & Co. IL29,576$2.76M0.0%-4.6%0.005%
5/9/2024 HBK Sorce Advisory LLC2,871$268K0.0%+4.5%0.000%
5/9/2024 Kingsview Wealth Management LLC3,251$304K0.0%+20.9%0.001%
5/9/2024 Mitsubishi UFJ Asset Management Co. Ltd.980,082$91.58M0.1%+13.3%0.164%
5/9/2024 Texas Yale Capital Corp.5,028$470K0.0%+2.7%0.001%
5/9/2024 State Board of Administration of Florida Retirement System528,688$49.40M0.1%-3.3%0.088%
5/9/2024 Dearborn Partners LLC2,954$276K0.0%-7.1%0.000%
5/9/2024 Koshinski Asset Management Inc.3,345$313K0.0%-18.6%0.001%
5/8/2024 BNP PARIBAS ASSET MANAGEMENT Holding S.A.783,220$73.18M0.2%-11.2%0.131%
5/8/2024 Baltimore Washington Financial Advisors Inc.2,157$202K0.0%-35.7%0.000%
5/8/2024 Bleakley Financial Group LLC12,096$1.13M0.0%+12.3%0.002%
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5/8/2024 ProShare Advisors LLC101,261$9.46M0.0%-1.7%0.017%
5/8/2024 Avantax Advisory Services Inc.7,015$655K0.0%-28.0%0.001%
5/8/2024 Commonwealth of Pennsylvania Public School Empls Retrmt SYS219,724$20.53M0.1%+0.4%0.037%
5/8/2024 US Bancorp DE44,755$4.18M0.0%-6.4%0.007%
5/8/2024 Russell Investments Group Ltd.4,433,816$414.23M0.7%+12.4%0.742%
5/8/2024 QRG Capital Management Inc.52,786$4.93M0.1%+9.4%0.009%
5/8/2024 Inspire Investing LLC4,745$443K0.0%-3.1%0.001%
5/7/2024 Meeder Advisory Services Inc.8,668$810K0.1%+8.9%0.001%
5/7/2024 NorthRock Partners LLC3,529$330K0.0%+20.5%0.001%
5/7/2024 Abbrea Capital LLC3,317$310K0.0%-22.6%0.001%
(Data available from 1/1/2016 forward)

WELL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WELL shares?

During the previous two years, 871 institutional investors and hedge funds held shares of Welltower. The most heavily invested institutionals were Vanguard Group Inc. ($8.33B), BlackRock Inc. ($4.32B), Cohen & Steers Inc. ($3.68B), Capital International Investors ($2.73B), State Street Corp ($2.61B), Norges Bank ($2.45B), and Wellington Management Group LLP ($1.46B).Learn more on WELL's institutional investors.

What percentage of Welltower stock is owned by institutional investors?

94.80% of Welltower stock is owned by institutional investors. Learn more on WELL's institutional investor holdings.

Which institutional investors have been buying Welltower stock?

Of the 737 institutional investors that purchased Welltower stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($27.20M), Capital International Investors ($14.27M), Vanguard Group Inc. ($12.26M), Principal Financial Group Inc. ($6.28M), Bank Julius Baer & Co. Ltd Zurich ($6.21M), Cohen & Steers Inc. ($6.09M), and BlackRock Inc. ($3.61M).

How much institutional buying is happening at Welltower?

Institutional investors have bought a total of 140,620,835 shares in the last 24 months. This purchase volume represents approximately $11.47B in transactions.

Which Welltower major shareholders have been selling company stock?

Of the 499 institutional investors that sold Welltower stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wellington Management Group LLP ($11.49M), Cohen & Steers Inc. ($6.30M), Deutsche Bank AG ($3.78M), Price T Rowe Associates Inc. MD ($3.60M), Zimmer Partners LP ($3.09M), Daiwa Securities Group Inc. ($2.37M), and JPMorgan Chase & Co. ($2.31M).

How much institutional selling is happening at Welltower?

Institutional investors have sold a total of 68,621,749 shares in the last 24 months. This volume of shares sold represents approximately $5.41B in transactions.


This page (NYSE:WELL) was last updated on 5/29/2024 by MarketBeat.com Staff

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