Welltower Inc. (WELL) Institutional Ownership

Ownership Summary

Welltower Inc. (NYSE:WELL) appears in 1,387 institutional 13F filings for the quarter ending December 2025.

• Collectively, these holders controlled 97.4% of Welltower's outstanding shares in December 2025, up from 95.4% in September 2025.
• Their total shares held in WELL increased 5.3% from the prior quarter, while the number of investors in Welltower increased 25.41% year over year.
• Among the 1,387 funds, 789 bought more Welltower shares, 407 sold down, and 191 held their ground.
• The aggregate institutional position in Welltower amounted to 661.64Mn shares as of December 2025, up by 33.29Mn shares quarter on quarter, and up 21.62Mn shares year over year.
• SG Americas Securities, LLC leads ownership in WELL with 1.12Mn shares as of December 31, 2025, equal to 0.17% of outstanding shares.
• Leading buyers of Welltower shares for the quarter ending December 2025 were SG Americas Securities, LLC (862.59K), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (275.11K), OP Asset Management Ltd (163.64K), Pinnacle Wealth Management Advisory Group, LLC (26.13K), Pictet Asset Management Holding SA (20.78K).
• Leading sellers of Welltower shares for the quarter ending December 2025 were Cardano Risk Management B.V. (8.52Mn), WestEnd Advisors, LLC (129.86K), HF Advisory Group, LLC (24.01K), BI Asset Management Fondsmaeglerselskab A/S (23.56K), PATTON FUND MANAGEMENT, INC. (20.99K).
• According to Business Quant data, leading holders of WELL for December 2025 are SG Americas Securities, LLC (1.12Mn), Cardano Risk Management B.V. (997.3K), Pictet Asset Management Holding SA (871.61K), CONGRESS ASSET MANAGEMENT CO (750.2K), STRS OHIO (725.24K), Retirement Systems of Alabama (537.29K), State of Alaska, Department of Revenue (417.58K), Border to Coast Pensions Partnership Ltd (300.0K), Robeco Institutional Asset Management B.V. (293.39K), Sumitomo Mitsui DS Asset Management Company, Ltd (275.68K).