Welltower Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 78.05 M | $17.71 B | 5.47% | 11.15% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 46.12 M | $10.47 B | 1.69% | 6.59% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 43.45 M | $9.86 B | 3.79% | 6.21% |
| STATE STREET CORP | 08/07/2026 | 42.14 M | $9.56 B | 1.39% | 6.02% |
| CAPITAL INTERNATIONAL INVESTORS | 08/12/2026 | 39.50 M | $8.97 B | 10.28% | 5.64% |
| COHEN & STEERS, INC. | 08/14/2026 | 36.82 M | $8.36 B | 2.72% | 5.26% |
| CAPITAL WORLD INVESTORS | 08/12/2026 | 20.03 M | $4.55 B | 57.43% | 2.86% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 19.50 M | $4.43 B | -10.36% | 2.79% |
| FMR LLC | 08/13/2026 | 19.45 M | $4.41 B | -12.29% | 2.78% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 08/14/2026 | 18.49 M | $4.20 B | 7.40% | 2.64% |
| NORGES BANK | 08/12/2026 | 18.15 M | $4.12 B | 100.00% | 2.59% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 17.69 M | $4.00 B | -0.46% | 2.53% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2026 | 15.18 M | $3.45 B | -10.45% | 2.17% |
| DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 08/14/2026 | 10.62 M | $2.41 B | 21.16% | 1.52% |
| PRINCIPAL FINANCIAL GROUP INC | 08/04/2026 | 9.81 M | $2.23 B | 2.16% | 1.40% |
| MORGAN STANLEY | 08/13/2026 | 9.76 M | $2.22 B | 7.91% | 1.39% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 9.39 M | $2.13 B | 6.40% | 1.34% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 9.39 M | $2.13 B | 100.00% | 1.34% |
| NORTHERN TRUST CORP | 08/13/2026 | 9.29 M | $2.11 B | 3.25% | 1.33% |
| JPMORGAN CHASE & CO | 08/12/2026 | 8.59 M | $1.96 B | -0.90% | 1.23% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 8.48 M | $1.92 B | 1.61% | 1.21% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 8.14 M | $1.85 B | 20.81% | 1.16% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/13/2026 | 7.95 M | $1.80 B | -2.72% | 1.14% |
| LEGAL & GENERAL GROUP PLC | 08/14/2026 | 7.05 M | $1.60 B | -2.66% | 1.01% |
| CAPITAL RESEARCH GLOBAL INVESTORS | 08/12/2026 | 6.89 M | $1.56 B | 5.42% | 0.98% |
| INVESCO LTD. | 08/14/2026 | 6.57 M | $1.49 B | -0.98% | 0.94% |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | 08/07/2026 | 5.64 M | $1.28 B | 7.59% | 0.81% |
| AMUNDI | 08/11/2026 | 5.34 M | $1.21 B | 60.30% | 0.76% |
| DEUTSCHE BANK AG\ | 08/07/2026 | 4.98 M | $1.13 B | -3.28% | 0.71% |
| NUVEEN, LLC | 08/11/2026 | 4.52 M | $1.03 B | -16.92% | 0.65% |
| DAIWA SECURITIES GROUP INC. | 07/31/2026 | 4.08 M | $925.29 M | -4.83% | 0.58% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 4.05 M | $919.38 M | 1.97% | 0.58% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 3.96 M | $899.72 M | 0.95% | 0.57% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 3.56 M | $798.16 M | -0.04% | 0.51% |
| RESOLUTION CAPITAL LTD | 08/14/2026 | 3.38 M | $766.63 M | -6.33% | 0.48% |
| WCM INVESTMENT MANAGEMENT, LLC | 08/13/2026 | 3.35 M | $762.17 M | 2.76% | 0.48% |
| HSBC HOLDINGS PLC | 08/14/2026 | 3.32 M | $754.82 M | 2.81% | 0.47% |
| SUMITOMO MITSUI TRUST GROUP, INC. | 07/30/2026 | 3.15 M | $715.13 M | -0.85% | 0.45% |
| PRUDENTIAL FINANCIAL INC | 08/12/2026 | 3.03 M | $688.10 M | -0.14% | 0.43% |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 08/13/2026 | 3.02 M | $686.52 M | 14.90% | 0.43% |
| JANE STREET GROUP, LLC | 08/14/2026 | 2.88 M | $652.97 M | 2,862.82% | 0.41% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 2.85 M | $647.74 M | -0.56% | 0.41% |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 08/14/2026 | 2.84 M | $645.42 M | -5.43% | 0.41% |
| SEI INVESTMENTS CO | 08/14/2026 | 2.57 M | $583.70 M | -3.26% | 0.37% |
| MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 08/07/2026 | 2.33 M | $529.84 M | 9.21% | 0.33% |
| CANADA PENSION PLAN INVESTMENT BOARD | 08/14/2026 | 2.33 M | $528.40 M | 14.85% | 0.33% |
| NORDEA INVESTMENT MANAGEMENT AB | 08/05/2026 | 2.10 M | $479.73 M | 3.42% | 0.30% |
| NATIONAL PENSION SERVICE | 08/13/2026 | 2.02 M | $457.36 M | 3.18% | 0.29% |
| SWISS NATIONAL BANK | 08/11/2026 | 1.99 M | $450.99 M | -1.35% | 0.28% |
| ABRDN PLC | 07/31/2026 | 1.76 M | $399.67 M | 4.46% | 0.25% |
Welltower Inc. institutional Ownership - FAQ's
During the previous two years, 2095 institutional investors and hedge funds held shares of Welltower Inc.. The most heavily invested institutionals were:
BlackRock, Inc.: 78.05 M
VANGUARD CAPITAL MANAGEMENT LLC: 46.12 M
VANGUARD PORTFOLIO MANAGEMENT LLC: 43.45 M
STATE STREET CORP: 42.14 M
Capital International Investors: 39.5 M
COHEN & STEERS, INC.: 36.82 M
102.39% of Welltower Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 942.15 M shares in the last 24 months. This purchase volume represents approximately $195.69 B in transactions.