Welltower

US · WELL #117 by market cap Listed 1970

233.51 -1.34 -0.57%

Live - 5344 symbols - heartbeat 88s ago · 2026-10-20 06:28

✦ Quant Ownership Signal how this is computed

Distributing

The number of reporting institutions decreased by 6 in the most recent period (2026/Q3).
Total institutional ownership fell 0.5 percentage points.

Institutional ownership

Held by institutions: 100.01% -0.46pp
Institutions: 1,874 -6
As of: 2026/Q3 vs. prior period

Ownership vs. money flow

Aligned

Institutions trimmed shares last reporting period, and the stock has seen net outflows in main-fund flow over the last 20 trading sessions - the two line up.

Institutional ownership changes are reported quarterly with a lag; fund-flow data is daily. Treat this as a directional cross-check, not a precise timing signal.

Holder types

Mutual Fund87.11%

Public Company3.02%

Sovereign Wealth Fund2.65%

Government Pension Fund2.39%

Hedge Fund1.34%

REIT1.25%

Private Company1.22%

Insurance Company0.41%

Corporate Pension Plan0.35%

Other0.27%

Top holders as of 2026-06-30

BlackRock 10.83% · 78.05M sh

Capital Research 9.42% · 67.88M sh

Vanguard Capital Management, LLC 6.95% · 50.08M sh

Vanguard Portfolio Management, LLC 6.03% · 43.45M sh

State Street Global Advisors 5.85% · 42.14M sh

Other 60.93%

Cohen & Steers Capital Management, Inc. 4.90% · 35.30M sh

T. Rowe Price Group, Inc. 2.57% · 18.49M sh

Norges Bank Investment Management 2.52% · 18.15M sh

Geode Capital Management, LLC 2.45% · 17.69M sh

FMR 2.35% · 16.91M sh

Bar length is relative to the largest holder shown here, not to 100% of the company.

Insiders

50 filings tracked · 44 buys · 6 sells

Name	Role	Stake
Shankh Mitra	Chief Executive Officer	0.01%
Andrew Gundlach	Director	0.01%
Matthew McQueen	General Counsel	0.00%
Sergio Rivera	Independent Director	0.00%
Timothy McHugh	Chief Financial Officer	0.00%
Joshua Fieweger	Chief Accounting Officer	0.00%
Kenneth Bacon	Independent Chairperson	0.00%
Johnese Spisso	Independent Director	0.00%
Karen Desalvo	Independent Director	0.00%
Ade Patton	Independent Director	0.00%

Insider transactions most recent Form 4 filings

Date	Name	Role	Type	Shares	Price
2026-09-28	Timothy McHugh	Co-President & CFO	Other Derivative Disposition	-2,150	--
2026-08-25	Andrew Gundlach	Independent Director	Open Market Acquisition	+10,000	$239.47–242.06
2026-08-19	Dennis Lopez	Independent Director	Other Acquisition	+73	$237.40
2026-06-25	Shankh Mitra	Chief Executive Officer	Other Disposition	-3,852	--
2026-05-30	Shankh Mitra	Chief Executive Officer	Other Acquisition	+17	$173.32
2026-05-28	Timothy McHugh	Co-President & CFO	Other Acquisition	+11	$173.32
2026-05-26	Shankh Mitra	Chief Executive Officer	Other Disposition	-162	--
2026-05-20	Dennis Lopez	Independent Director	Other Acquisition	+63	$216.01
2026-04-30	Kenneth Bacon	Independent Chairperson	Derivative Exercise and Retained	+2,627	--
2026-02-25	Kenneth Bacon	Independent Chairperson	Other Derivative Acquisition	+1,056	--
2026-02-25	Ade Patton	Independent Director	Other Derivative Acquisition	+1,056	--
2026-02-25	Kathryn Sullivan	Independent Director	Other Derivative Acquisition	+1,056	--
2026-02-25	Andrew Gundlach	Independent Director	Other Derivative Acquisition	+1,787	--
2026-02-25	Dennis Lopez	Independent Director	Other Acquisition	+1,787	--
2026-02-25	Johnese Spisso	Independent Director	Other Acquisition	+1,056	--
2026-02-25	Sergio Rivera	Independent Director	Other Acquisition	+1,056	--
2026-02-25	Karen Desalvo	Independent Director	Other Acquisition	+1,056	--
2026-02-12	John Burkart	Vice Chairperson & COO	Other Derivative Acquisition	+195,846	--
2026-02-12	Matthew McQueen	Chief Legal Officer	Other Disposition	-541	--
2026-02-12	Matthew McQueen	Chief Legal Officer	Other Derivative Acquisition	+74,079	--

Form 4 filings, most recent per company. "Other Derivative Acquisition" rows are mostly RSU/option vesting, not open-market buying - the Type column says which.

Quote time 2026-10-20 06:28:52 · For reference only, not investment advice and not tailored to your situation.