Who Owns Welltower Stock?
NYSE: WELLReal EstateReal Estate Investment TrustsUSD
At close: Oct 9, 4:01 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 100.89%
- Institutions (% of float)
- 100.95%
- Held by insiders
- 0.06%
- Institutional holders
- 2,186
- Institutions 99.9%
- Insiders 0.1%
- Public and other 0.0%
Who owns Welltower stock?
Institutional investors own about 100.9% of Welltower's shares, spread across 2,186 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 0.06% of WELL.
The largest institutional holders are Blackrock Inc. (10.83%), Vanguard Capital Management LLC (6.40%) and Vanguard Portfolio Management LLC (6.03%). Together, the top 10 institutions control 50.5% of shares outstanding. In their latest filings, 8 of the top 10 institutions increased their WELL positions and 2 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of WELL
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Blackrock Inc. | 78.05M | 10.83% | +5.5% |
| Vanguard Capital Management LLC | 46.12M | 6.40% | +1.7% |
| Vanguard Portfolio Management LLC | 43.45M | 6.03% | +3.8% |
| State Street Corporation | 42.14M | 5.85% | +1.4% |
| Capital International Investors | 39.50M | 5.48% | +10.3% |
| Cohen & Steers Inc. | 36.82M | 5.11% | +2.7% |
| Capital World Investors | 20.03M | 2.78% | +57.4% |
| Bank of America Corporation | 19.50M | 2.71% | -10.4% |
| FMR, LLC | 19.45M | 2.70% | -12.3% |
| Price (T.Rowe) Associates Inc | 18.49M | 2.57% | +7.4% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of WELL
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | 26.54M | 3.68% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 22.41M | 3.11% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | 18.29M | 2.54% |
| WASHINGTON MUTUAL INVESTORS FUND | 16.50M | 2.29% |
| Growth Fund of America | 10.61M | 1.47% |
| iShares Trust-iShares Core S&P 500 ETF | 9.40M | 1.30% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | 9.16M | 1.27% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | 8.63M | 1.20% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | 7.66M | 1.06% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | 7.55M | 1.05% |
Frequently asked questions
Who is the largest shareholder of Welltower?
Blackrock Inc. is the largest institutional shareholder of WELL, owning 10.83% of shares outstanding (78.05M shares) as of its latest 13F filing.
What percentage of Welltower is owned by institutions?
Institutions own about 100.9% of WELL shares and 100.9% of the public float.
How much of Welltower do insiders own?
Insiders, such as officers and directors, own about 0.06% of WELL shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.