Welltower Inc.
Welltower Inc. (WELL) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · WELL · as of Sep 30, 2025
Ownership Breakdown
1,375
Institutional Holders
▲ 64 vs Q2
$111.29B
Total Inst. Value
▲ $11.81B vs Q2
705.91M
Shares Outstanding
freeFloat 99.86%
626.91M
13F Shares Held
▼ 22.58M vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
WELL largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
VANGUARD GROUP INC real estate investment trusts | 89.78M | 13.67% | 13.67% | $15.99T | Nov 7, 2025 | ▲ 3.99M |
BLACKROCK, INC. real estate investment trusts | 69.42M | 10.57% | 10.57% | $12.37T | Nov 12, 2025 | ▲ 2.86M |
CAPITAL INTERNATIONAL INVESTORS real estate investment trusts | 46.52M | 7.08% | 7.08% | $8.29T | Nov 13, 2025 | ▲ 1.84M |
STATE STREET CORP real estate investment trusts | 41.25M | 6.28% | 6.28% | $7.35T | Nov 14, 2025 | ▲ 1.64M |
COHEN & STEERS, INC. real estate investment trusts | 33.57M | 5.11% | 5.11% | $5.98T | Nov 14, 2025 | ▼ 1.61M |
WELLINGTON MANAGEMENT GROUP LLP real estate investment trusts | 20.02M | 3.05% | 3.05% | $3.57T | Nov 14, 2025 | ▼ 151.0K |
FMR LLC real estate investment trusts | 19.89M | 3.03% | 3.03% | $3.54T | Nov 13, 2025 | ▲ 1.57M |
BANK OF AMERICA CORP /DE/ real estate investment trusts | 19.38M | 2.95% | 2.95% | $3.45T | Feb 3, 2026 | ▲ 367.5K |
GEODE CAPITAL MANAGEMENT, LLC real estate investment trusts | 16.23M | 2.47% | 2.47% | $2.89T | Nov 12, 2025 | ▲ 1.22M |
PRICE T ROWE ASSOCIATES INC /MD/ real estate investment trusts | 15.09M | 2.30% | 2.30% | $2.69T | Nov 14, 2025 | ▲ 2.93M |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
29
Increased
+25.68M shares0
New Positions
first time holders21
Decreased
−5.91M shares0
Sold Out
fully exitedNet shares change (top 50)
+19.77M
+25.68M / −5.91M
Net new holders
+8
0 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
WELL insider trading · insider activity
Source: SEC Form 4
2
Buy transactions
2
Sell transactions
1.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Mitra Shankh CEO | May 27, 2026 | Gift | 162 | — | — | 76.5K | Form 4 ↗ |
LOPEZ DENNIS G director | May 21, 2026 | Award | 63 | $216.01 | $13.6K | 18.5K | Form 4 ↗ |
BACON KENNETH J director | May 1, 2026 | C-Conversion | 2,627 | — | — | 14.3K | Form 4 ↗ |
BACON KENNETH J director | May 1, 2026 | C-Conversion | 2,627 | — | — | 3.6K | Form 4 ↗ |
Mitra Shankh CEO | Apr 30, 2025 | Gift | 700 | — | — | 76.6K | Form 4 ↗ |
SULLIVAN KATHRYN M director | Feb 26, 2026 | Award | 1,056 | — | — | 1.1K | Form 4 ↗ |
SULLIVAN KATHRYN M director | Feb 26, 2026 | Award | 1,056 | — | — | 1.1K | Form 4 ↗ |
Gundlach Andrew director | Feb 26, 2026 | Award | 1,787 | — | — | 1.8K | Form 4 ↗ |
Gundlach Andrew director | Feb 26, 2026 | Award | 1,787 | — | — | 1.8K | Form 4 ↗ |
Spisso Johnese director | Feb 26, 2026 | Award | 1,056 | — | — | 16.1K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Welltower Inc. (WELL) is primarily owned by institutional investors, who hold approximately 88.8% of total shares outstanding. Company insiders own approximately 0.14%, while retail and public investors account for the remaining 11.05%.
The largest institutional shareholder of Welltower Inc. is VANGUARD GROUP INC, holding approximately 89.78 million shares — equal to 13.67% of outstanding shares — as of September 30, 2025.
A total of 1,375 institutional investors currently hold WELL stock, with a combined institutional value of approximately $111.29 billion as of the most recent 13F filing period.
Frequently asked questions
WELL ownershipWelltower Inc. (WELL) is primarily owned by institutional investors, who hold approximately 88.8% of shares. The largest shareholder is VANGUARD GROUP INC with a 13.67% stake. Company insiders hold 0.14%. Data sourced from SEC Form 13F as of September 30, 2025.