Welltower Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

DB:HCW Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
09 Dec 24	Sell€270,722	Kenneth Bacon	Individual		2,200	€123.06
04 Jun 24	Sell€171,888	Kenneth Bacon	Individual		1,800	€95.49

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of HCW?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	237,963	0.0371%
State or Government	641,057	0.1%
General Public	13,646,512	2.13%
Institutions	626,782,530	97.7%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 73.07% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
15.3%	The Vanguard Group, Inc.	98,295,258	€13.2b	2.73%	0.21%
10.1%	BlackRock, Inc.	64,901,077	€8.7b	5.47%	0.15%
6.01%	Capital Research and Management Company	38,522,529	€5.2b	1.42%	0.27%
5.91%	Cohen & Steers Capital Management, Inc.	37,910,647	€5.1b	-1.18%	9.65%
5.68%	State Street Global Advisors, Inc.	36,436,383	€4.9b	2.26%	0.2%
4.88%	Norges Bank Investment Management	31,293,282	€4.2b	-0.64%	0.35%
2.91%	Wellington Management Group LLP	18,675,122	€2.5b	-0.06%	0.45%
2.32%	FMR LLC	14,857,904	€2.0b	9.55%	0.13%
2.11%	Geode Capital Management, LLC	13,558,841	€1.8b	4.99%	0.14%
2.09%	Managed Account Advisors LLC	13,415,516	€1.8b	9.24%	0.36%
1.86%	Principal Global Investors, LLC	11,913,389	€1.6b	-2.18%	0.85%
1.51%	UBS Asset Management AG	9,652,465	€1.3b	12.1%	0.12%
1.31%	Northern Trust Global Investments	8,430,496	€1.1b	53.5%	0.17%
1.27%	JP Morgan Asset Management	8,158,307	€1.1b	-6.22%	0.13%
1.17%	Dimensional Fund Advisors LP	7,475,809	€1.0b	-3.64%	0.17%
1.07%	Legal & General Investment Management Limited	6,890,101	€921.9m	-3.33%	0.22%
1.01%	Union Asset Management Holding AG	6,484,073	€867.6m	3.74%	0.69%
0.98%	T. Rowe Price Group, Inc.	6,301,468	€843.2m	-0.79%	0.08%
0.97%	Daiwa Asset Management Co., Ltd.	6,239,086	€834.8m	-6.86%	0.62%
0.95%	Charles Schwab Investment Management, Inc.	6,078,738	€813.4m	0.21%	0.14%
0.9%	Resolution Capital Limited	5,769,173	€771.9m	-5.45%	13.31%
0.81%	Invesco Ltd.	5,173,723	€692.3m	-5.44%	0.2%
0.65%	CenterSquare Investment Management LLC	4,153,671	€555.8m	-0.63%	7.35%
0.64%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	4,073,571	€545.1m	-1.32%	0.15%
0.61%	Amundi Asset Management SAS	3,924,673	€525.1m	22.8%	0.11%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/03/11 22:49
End of Day Share Price	2025/03/11 00:00
Earnings	2024/12/31
Annual Earnings	2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Welltower Inc. is covered by 46 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
David Rodgers	Baird
Amanda Sweitzer	Baird
Joshua Raskin	Barclays