Welltower Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 74.00 M | $14.63 B | 1.68% | 10.73% |
| 05/15/2026 | 45.35 M | $8.97 B | 100.00% | 6.58% | |
| 05/08/2026 | 41.86 M | $8.28 B | 100.00% | 6.07% | |
| STATE STREET CORP | 05/15/2026 | 41.56 M | $8.22 B | -0.48% | 6.03% |
| COHEN & STEERS, INC. | 05/15/2026 | 35.85 M | $7.09 B | 6.96% | 5.20% |
| CAPITAL INTERNATIONAL INVESTORS | 05/13/2026 | 35.82 M | $7.08 B | -24.49% | 5.19% |
| FMR LLC | 05/15/2026 | 22.18 M | $4.38 B | 6.50% | 3.22% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 21.75 M | $4.30 B | 6.60% | 3.15% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 17.77 M | $3.51 B | 4.47% | 2.58% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 05/15/2026 | 17.22 M | $3.40 B | 2.32% | 2.50% |
| WELLINGTON MANAGEMENT GROUP LLP | 05/15/2026 | 16.95 M | $3.35 B | -9.14% | 2.46% |
| CAPITAL WORLD INVESTORS | 05/13/2026 | 12.72 M | $2.52 B | 18.41% | 1.84% |
| PRINCIPAL FINANCIAL GROUP INC | 05/04/2026 | 9.61 M | $1.90 B | -4.83% | 1.39% |
| MORGAN STANLEY | 05/15/2026 | 9.05 M | $1.79 B | -10.14% | 1.31% |
| NORTHERN TRUST CORP | 05/14/2026 | 9.00 M | $1.78 B | 0.15% | 1.31% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 8.83 M | $1.75 B | 5.04% | 1.28% |
| DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 05/15/2026 | 8.77 M | $1.73 B | -4.92% | 1.27% |
| JPMORGAN CHASE & CO | 05/13/2026 | 8.67 M | $1.69 B | 2.67% | 1.26% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 8.35 M | $1.65 B | 0.70% | 1.21% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/13/2026 | 8.17 M | $1.62 B | 36,257.01% | 1.18% |
| LEGAL & GENERAL GROUP PLC | 05/08/2026 | 7.24 M | $1.43 B | -0.93% | 1.05% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 6.73 M | $1.33 B | 50.51% | 0.98% |
| INVESCO LTD. | 05/12/2026 | 6.63 M | $1.31 B | -4.07% | 0.96% |
| CAPITAL RESEARCH GLOBAL INVESTORS | 05/13/2026 | 6.53 M | $1.29 B | 2,033.44% | 0.95% |
| NUVEEN, LLC | 04/30/2026 | 5.44 M | $1.08 B | 7.43% | 0.79% |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | 05/08/2026 | 5.24 M | $1.04 B | -5.40% | 0.76% |
| DEUTSCHE BANK AG\ | 05/06/2026 | 5.14 M | $1.02 B | -10.33% | 0.75% |
| DAIWA SECURITIES GROUP INC. | 05/13/2026 | 4.28 M | $846.91 M | -4.34% | 0.62% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 3.97 M | $785.41 M | -1.39% | 0.58% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 3.93 M | $776.34 M | 100.00% | 0.57% |
| RESOLUTION CAPITAL LTD | 05/15/2026 | 3.61 M | $712.93 M | 0.97% | 0.52% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 3.56 M | $694.79 M | 31.11% | 0.52% |
| AMUNDI | 05/18/2026 | 3.33 M | $658.60 M | -4.85% | 0.48% |
| WCM INVESTMENT MANAGEMENT, LLC | 05/07/2026 | 3.26 M | $636.09 M | -0.75% | 0.47% |
| HSBC HOLDINGS PLC | 04/30/2026 | 3.23 M | $639.05 M | 11.77% | 0.47% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 04/30/2026 | 3.18 M | $628.27 M | -0.24% | 0.46% |
| PRUDENTIAL FINANCIAL INC | 05/13/2026 | 3.04 M | $600.23 M | 3.64% | 0.44% |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 05/14/2026 | 3.01 M | $594.48 M | -6.90% | 0.44% |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/08/2026 | 2.87 M | $567.02 M | 5.74% | 0.42% |
| SEI INVESTMENTS CO | 05/13/2026 | 2.66 M | $525.61 M | 10.27% | 0.39% |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 04/28/2026 | 2.63 M | $520.48 M | 0.88% | 0.38% |
| UBS GROUP AG | 05/05/2026 | 2.46 M | $487.24 M | 39.83% | 0.36% |
| MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 05/12/2026 | 2.14 M | $422.61 M | 8.72% | 0.31% |
| D. E. SHAW & CO., INC. | 05/15/2026 | 2.08 M | $411.07 M | 90.81% | 0.30% |
| ALLIANCEBERNSTEIN L.P. | 05/15/2026 | 2.04 M | $377.73 M | 55.39% | 0.30% |
| NORDEA INVESTMENT MANAGEMENT AB | 05/13/2026 | 2.03 M | $398.73 M | 5.15% | 0.29% |
| CANADA PENSION PLAN INVESTMENT BOARD | 05/15/2026 | 2.03 M | $400.77 M | 121.29% | 0.29% |
| SWISS NATIONAL BANK | 05/07/2026 | 2.01 M | $398.23 M | 9.90% | 0.29% |
| NATIONAL PENSION SERVICE | 05/12/2026 | 1.95 M | $386.13 M | 1.80% | 0.28% |
| PGGM INVESTMENTS | 05/15/2026 | 1.75 M | $346.27 M | -14.07% | 0.25% |
Welltower Inc. institutional Ownership - FAQ's
During the previous two years, 1869 institutional investors and hedge funds held shares of Welltower Inc.. The most heavily invested institutionals were:
BlackRock, Inc.: 74 M
STATE STREET CORP: 41.56 M
COHEN & STEERS, INC.: 35.85 M
Capital International Investors: 35.82 M
FMR LLC: 22.18 M
BANK OF AMERICA CORP /DE/: 21.75 M
97.75% of Welltower Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 837.02 M shares in the last 24 months. This purchase volume represents approximately $173.85 B in transactions.