Welltower Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 01/29/2026 | 92.42 M | $17.15 B | 2.94% | 13.40% |
| BLACKROCK, INC. | 02/12/2026 | 72.78 M | $13.51 B | 4.85% | 10.55% |
| CAPITAL INTERNATIONAL INVESTORS | 02/11/2026 | 47.43 M | $8.81 B | 1.97% | 7.13% |
| STATE STREET CORP | 02/13/2026 | 41.76 M | $7.75 B | 1.23% | 6.06% |
| COHEN & STEERS, INC. | 02/13/2026 | 33.51 M | $6.22 B | -0.17% | 4.86% |
| NORGES BANK | 02/10/2026 | 29.45 M | $5.47 B | 100.00% | 4.42% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 20.40 M | $3.79 B | 5.29% | 2.96% |
| WELLINGTON MANAGEMENT GROUP LLP | 02/17/2026 | 18.65 M | $3.46 B | -6.81% | 2.71% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 17.01 M | $3.16 B | 4.77% | 2.47% |
| CAPITAL WORLD INVESTORS | 02/11/2026 | 10.74 M | $1.99 B | 152.98% | 1.61% |
| PRINCIPAL FINANCIAL GROUP INC | 02/02/2026 | 10.09 M | $1.87 B | -0.88% | 1.50% |
| MORGAN STANLEY | 02/13/2026 | 10.07 M | $1.87 B | 4.92% | 1.46% |
| ACTIAM N.V. | 02/13/2026 | 9.51 M | $176.58 M | 955.27% | 1.38% |
| JPMORGAN CHASE & CO | 02/11/2026 | 8.44 M | $1.57 B | 8.01% | 1.26% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 8.41 M | $1.56 B | 5.29% | 1.22% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 8.29 M | $1.54 B | 11.86% | 1.20% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 7.31 M | $1.36 B | 8.72% | 1.10% |
| INVESCO LTD. | 02/19/2026 | 6.92 M | $1.28 B | -1.28% | 1.00% |
| DEUTSCHE BANK AG\ | 02/11/2026 | 5.74 M | $1.06 B | 20.86% | 0.85% |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | 02/12/2026 | 5.54 M | $1.03 B | 5.42% | 0.83% |
| NUVEEN, LLC | 02/12/2026 | 5.07 M | $940.26 M | -0.15% | 0.73% |
| DAIWA SECURITIES GROUP INC. | 02/11/2026 | 4.48 M | $831.14 M | -8.75% | 0.67% |
| GOLDMAN SACHS GROUP INC | 02/10/2026 | 4.47 M | $830.27 M | -26.29% | 0.65% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 4.03 M | $747.72 M | 0.39% | 0.61% |
| RESOLUTION CAPITAL LTD | 02/17/2026 | 3.57 M | $662.88 M | -15.03% | 0.52% |
| WCM INVESTMENT MANAGEMENT, LLC | 02/09/2026 | 3.28 M | $616.93 M | 2,217.24% | 0.49% |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 02/10/2026 | 3.23 M | $599.46 M | 6.10% | 0.49% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 01/23/2026 | 3.19 M | $591.23 M | 0.51% | 0.47% |
| PRUDENTIAL FINANCIAL INC | 02/13/2026 | 2.93 M | $543.68 M | -5.75% | 0.42% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/17/2026 | 2.71 M | $503.99 M | -19.74% | 0.39% |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 01/26/2026 | 2.61 M | $484.38 M | 4.22% | 0.39% |
| SEI INVESTMENTS CO | 02/13/2026 | 2.41 M | $447.47 M | 4.52% | 0.35% |
| PGGM INVESTMENTS | 02/09/2026 | 2.04 M | $378.31 M | -27.23% | 0.31% |
| MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 02/03/2026 | 1.97 M | $367.55 M | 7.65% | 0.29% |
| NATIONAL PENSION SERVICE | 02/10/2026 | 1.92 M | $356.10 M | 13.39% | 0.29% |
| NORDEA INVESTMENT MANAGEMENT AB | 01/08/2026 | 1.93 M | $358.91 M | 11.83% | 0.29% |
| SWISS NATIONAL BANK | 02/12/2026 | 1.83 M | $340.19 M | -2.77% | 0.28% |
| ABRDN PLC | 01/16/2026 | 1.72 M | $319.25 M | -0.24% | 0.26% |
| UBS GROUP AG | 01/29/2026 | 1.76 M | $327.13 M | -46.24% | 0.26% |
| APG ASSET MANAGEMENT US INC. | 02/12/2026 | 1.66 M | $307.61 M | 4.05% | 0.25% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 02/12/2026 | 1.66 M | $308.52 M | -0.54% | 0.24% |
| BARCLAYS PLC | 02/13/2026 | 1.65 M | $306.43 M | -9.74% | 0.24% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 02/13/2026 | 1.63 M | $302.96 M | -5.52% | 0.24% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 02/13/2026 | 1.50 M | $278.14 M | -9.83% | 0.22% |
| VOYA INVESTMENT MANAGEMENT LLC | 02/12/2026 | 1.35 M | $250.30 M | -9.34% | 0.20% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 1.37 M | $255.13 M | 10.02% | 0.20% |
| NOMURA ASSET MANAGEMENT CO LTD | 02/10/2026 | 1.30 M | $241.88 M | -4.26% | 0.20% |
| RHUMBLINE ADVISERS | 02/13/2026 | 1.34 M | $248.06 M | 4.20% | 0.19% |
| ASSET MANAGEMENT ONE CO., LTD. | 01/27/2026 | 1.30 M | $245.75 M | 2.28% | 0.19% |
| BAMCO INC /NY/ | 02/17/2026 | 1.28 M | $237.12 M | 7.63% | 0.19% |
Welltower Inc. institutional Ownership - FAQ's
During the previous two years, 1662 institutional investors and hedge funds held shares of Welltower Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 92.42 M
BlackRock, Inc.: 72.78 M
Capital International Investors: 47.43 M
STATE STREET CORP: 41.76 M
COHEN & STEERS, INC.: 33.51 M
NORGES BANK: 29.45 M
93.37% of Welltower Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 703.36 M shares in the last 24 months. This purchase volume represents approximately $147.14 B in transactions.