Welltower Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/07/2025 | 89.78 M | $15.99 B | 4.65% | 13.67% |
| BLACKROCK, INC. | 11/12/2025 | 69.42 M | $12.37 B | 4.30% | 10.57% |
| CAPITAL INTERNATIONAL INVESTORS | 11/13/2025 | 46.52 M | $8.29 B | 4.13% | 7.08% |
| STATE STREET CORP | 11/14/2025 | 41.25 M | $7.35 B | 4.13% | 6.28% |
| COHEN & STEERS, INC. | 11/14/2025 | 33.57 M | $5.98 B | -4.56% | 5.11% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2025 | 20.02 M | $3.57 B | -0.75% | 3.05% |
| FMR LLC | 11/13/2025 | 19.89 M | $3.54 B | 8.57% | 3.03% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 19.38 M | $3.45 B | 1.93% | 2.95% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 16.23 M | $2.89 B | 8.13% | 2.47% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2025 | 15.09 M | $2.69 B | 24.09% | 2.30% |
| PRINCIPAL FINANCIAL GROUP INC | 11/04/2025 | 10.18 M | $1.81 B | -2.39% | 1.55% |
| MORGAN STANLEY | 11/14/2025 | 9.59 M | $1.71 B | 8.88% | 1.46% |
| NORTHERN TRUST CORP | 11/14/2025 | 9.11 M | $1.62 B | 3.21% | 1.39% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 7.98 M | $1.42 B | 8.93% | 1.22% |
| JPMORGAN CHASE & CO | 11/26/2025 | 7.81 M | $1.39 B | -1.06% | 1.19% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 7.41 M | $1.32 B | 2.93% | 1.13% |
| DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 11/14/2025 | 7.18 M | $1.28 B | 11.89% | 1.09% |
| INVESCO LTD. | 11/13/2025 | 7.01 M | $1.25 B | -3.97% | 1.07% |
| LEGAL & GENERAL GROUP PLC | 11/13/2025 | 6.72 M | $1.20 B | -7.90% | 1.02% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 6.07 M | $1.08 B | -1.02% | 0.92% |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | 11/12/2025 | 5.26 M | $936.52 M | 5.18% | 0.80% |
| NUVEEN, LLC | 11/12/2025 | 5.07 M | $903.75 M | -0.96% | 0.77% |
| DAIWA SECURITIES GROUP INC. | 11/14/2025 | 4.91 M | $874.21 M | -8.30% | 0.75% |
| DEUTSCHE BANK AG\ | 11/13/2025 | 4.75 M | $845.59 M | 1.02% | 0.72% |
| CAPITAL WORLD INVESTORS | 11/13/2025 | 4.25 M | $756.61 M | 167.21% | 0.65% |
| RESOLUTION CAPITAL LTD | 11/14/2025 | 4.20 M | $748.74 M | -17.34% | 0.64% |
| AMUNDI | 11/14/2025 | 4.15 M | $722.06 M | 2.02% | 0.63% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 4.01 M | $714.86 M | -0.08% | 0.61% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2025 | 3.38 M | $602.25 M | -0.11% | 0.52% |
| UBS GROUP AG | 11/13/2025 | 3.28 M | $583.96 M | 56.47% | 0.50% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 10/27/2025 | 3.17 M | $564.56 M | -3.09% | 0.48% |
| PRUDENTIAL FINANCIAL INC | 11/13/2025 | 3.11 M | $553.64 M | 12.02% | 0.47% |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 11/13/2025 | 3.04 M | $542.25 M | -6.95% | 0.46% |
| PGGM INVESTMENTS | 10/28/2025 | 2.80 M | $498.93 M | 5.21% | 0.43% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 2.77 M | $485.90 M | -3.01% | 0.42% |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 11/13/2025 | 2.50 M | $446.07 M | -0.22% | 0.38% |
| HSBC HOLDINGS PLC | 11/13/2025 | 2.36 M | $420.64 M | 11.96% | 0.36% |
| SEI INVESTMENTS CO | 11/13/2025 | 2.31 M | $410.90 M | -8.62% | 0.35% |
| GROUPAMA ASSET MANAGMENT | 12/01/2025 | 2.08 M | $35.43 M | 0.20% | 0.32% |
| SWISS NATIONAL BANK | 11/13/2025 | 1.89 M | $335.81 M | -3.96% | 0.29% |
| BARCLAYS PLC | 11/12/2025 | 1.83 M | $325.85 M | 12.97% | 0.28% |
| MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 11/12/2025 | 1.83 M | $325.35 M | 10.34% | 0.28% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2025 | 1.82 M | $323.66 M | -26.32% | 0.28% |
| D. E. SHAW & CO., INC. | 11/14/2025 | 1.79 M | $318.64 M | 67.39% | 0.27% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 11/13/2025 | 1.73 M | $307.74 M | 12.85% | 0.26% |
| NORDEA INVESTMENT MANAGEMENT AB | 10/27/2025 | 1.73 M | $307.11 M | 7.74% | 0.26% |
| ABRDN PLC | 11/07/2025 | 1.72 M | $306.88 M | 9.19% | 0.26% |
| NATIONAL PENSION SERVICE | 11/04/2025 | 1.69 M | $301.40 M | 2.08% | 0.26% |
| MACQUARIE GROUP LTD | 11/13/2025 | 1.69 M | $301.08 M | -3.65% | 0.26% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 11/14/2025 | 1.67 M | $297.72 M | -4.50% | 0.25% |
Welltower Inc. institutional Ownership - FAQ's
During the previous two years, 1754 institutional investors and hedge funds held shares of Welltower Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 89.78 M
BlackRock, Inc.: 69.42 M
Capital International Investors: 46.52 M
STATE STREET CORP: 41.25 M
COHEN & STEERS, INC.: 33.57 M
WELLINGTON MANAGEMENT GROUP LLP: 20.02 M
95.16% of Welltower Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 787.35 M shares in the last 24 months. This purchase volume represents approximately $137.85 B in transactions.