Welltower Inc. (WELL) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

515,293,939Shares Outstanding

963,200Shares held by institutions

$207,550,336Value of institutional holdings

104.48%Institutional ownership %

5.07%Shares Changed QoQ

916No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

The institutional landscape for Welltower Inc. (NYSE:WELL) includes 1351 filers as of the latest reporting cycle ending December 2025.

The collective stake of institutional investors in Welltower moved to 96.3% in December 2025, a shift up from the 94.0% reported for September 2025.
In percentage terms, this reflects as a holdings change of 10.42% quarter on quarter, and an increase of 21.60% year over year.
Of these 1351 institutional investors, 770 increased their holdings in Welltower, while 389 of them reduced positions, and 192 investors maintained their exposure.
The aggregate institutional position in Welltower now stands at 648.84Mn shares as of December 2025, after investors increased their holdings (up by 61.22Mn shares quarter on quarter which is up 29.91Mn shares year over year).
VANGUARD GROUP INC continues to be the largest institutional holder of Welltower as of December 31, 2025, with a position of 92.42Mn shares, representing 13.71% of the company's outstanding stock.
Among the most significant buyers of Welltower during December 2025 were NORGES BANK (29.45Mn), Cardano Risk Management B.V. (8.61Mn), Capital World Investors (6.50Mn), BlackRock, Inc. (3.37Mn), WCM INVESTMENT MANAGEMENT, LLC (3.14Mn).
Leading sellers of Welltower stock in December 2025 included UBS Group AG (1.52Mn), WELLINGTON MANAGEMENT GROUP LLP (1.36Mn), GOLDMAN SACHS GROUP INC (1.23Mn), Qube Research & Technologies Ltd (1.15Mn), MACQUARIE GROUP LTD (969.26K).
The top 10 institutional holders of Welltower for the quarter ending December 2025 included VANGUARD GROUP INC (92.42Mn), BlackRock, Inc. (72.78Mn), Capital International Investors (47.43Mn), STATE STREET CORP (41.76Mn), COHEN & STEERS, INC. (33.51Mn), NORGES BANK (29.45Mn), FMR LLC (20.82Mn), BANK OF AMERICA CORP /DE/ (20.40Mn), WELLINGTON MANAGEMENT GROUP LLP (18.65Mn), GEODE CAPITAL MANAGEMENT, LLC (17.01Mn).

1,351 Institutional Holders

963,200 Total Shares Held

Rows:

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Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
VANGUARD GROUP INC	31 Dec, 2025	92,421,471	2,643,088	2.94%	$17,154,349,233.00
BlackRock, Inc.	31 Dec, 2025	72,780,654	3,365,563	4.85%	$13,508,817,202.00
Capital International Investors	31 Dec, 2025	47,431,769	915,514	1.97%	$8,805,411,427.00
STATE STREET CORP	31 Dec, 2025	41,760,328	506,374	1.23%	$7,751,134,480.00
COHEN & STEERS, INC.	31 Dec, 2025	33,513,672	-55,663	-0.17%	$6,220,922.00
NORGES BANK	31 Dec, 2025	29,450,268	29,450,268	0.00%	$5,466,264,243.00
FMR LLC	31 Dec, 2025	20,823,073	929,150	4.67%	$3,864,970,445.00
BANK OF AMERICA CORP /DE/	31 Dec, 2025	20,403,258	1,024,668	5.29%	$3,787,048,708.00
WELLINGTON MANAGEMENT GROUP LLP	31 Dec, 2025	18,654,487	-1,363,479	-6.81%	$3,462,459,331.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	17,007,371	774,692	4.77%	$3,155,047,441.00
Capital World Investors	31 Dec, 2025	10,744,520	6,497,258	152.98%	$1,994,290,357.00
PRINCIPAL FINANCIAL GROUP INC	31 Dec, 2025	10,094,083	-89,976	-0.88%	$1,873,566,082.00
MORGAN STANLEY	31 Dec, 2025	10,067,111	472,270	4.92%	$1,868,557,130.00
Cardano Risk Management B.V.	31 Dec, 2025	9,513,540	8,612,016	955.27%	$176,581.00
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	31 Dec, 2025	9,223,095	2,043,356	28.46%	$1,711,898,662.00
NORTHERN TRUST CORP	31 Dec, 2025	8,986,312	-119,756	-1.32%	$1,667,949,371.00
JPMORGAN CHASE & CO	31 Dec, 2025	8,440,994	626,315	8.01%	$1,566,733,083.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	8,405,589	422,037	5.29%	$1,560,161,374.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	8,287,084	878,914	11.86%	$1,538,220,546.00
Legal & General Group Plc	31 Dec, 2025	7,307,319	586,323	8.72%	$1,356,311,476.00

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