Welltower Ownership | Who Owns Welltower?
Welltower Ownership Summary
Welltower is owned by 93.05% institutional investors, 0.09% insiders, and 6.85% retail investors. Vanguard group is the largest institutional shareholder, holding 16.44% of WELL shares. Vanguard Real Estate Index Investor is the top mutual fund, with 3.70% of its assets in Welltower shares.
WELL Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Welltower | 93.05% | 0.09% | 6.85% |
Sector | Real Estate Stocks | 66.64% | 8.12% | 25.24% |
Industry | Healthcare REIT Stocks | 81.60% | 3.99% | 14.41% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Vanguard group | 94.38M | 16.44% | $9.84B |
Blackrock | 58.98M | 10.27% | $6.15B |
Cohen & steers | 38.92M | 6.78% | $4.06B |
Capital investors | 35.95M | 6.26% | $3.75B |
State street | 35.61M | 6.20% | $3.71B |
Norges bank | 32.91M | 5.73% | $3.43B |
Wellington management group llp | 16.89M | 2.94% | $1.76B |
Geode capital management | 13.09M | 2.28% | $1.36B |
Jpmorgan chase | 12.83M | 2.23% | $1.34B |
Principal financial group | 12.44M | 2.17% | $1.30B |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Resolution capital | 6.82M | 13.37% | $710.84M |
Flat footed | 989.60K | 9.71% | $103.17M |
Adelante capital management | 1.15M | 9.51% | $120.37M |
B&i capital | 255.75K | 8.53% | $26.66M |
Cohen & steers | 38.92M | 8.50% | $4.06B |
Vert asset management | 179.63K | 7.46% | $18.73M |
Aew capital management l p | 1.35M | 6.82% | $140.96M |
Heitman real estate securities | 1.03M | 6.79% | $107.33M |
Hazelview securities | 325.50K | 6.48% | $34.29M |
Zimmer partners, lp | 3.32M | 6.38% | $345.77M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Norges bank | 32.91M | 0.51% | 32.91M |
Capital investors | 35.95M | 0.77% | 6.71M |
Jpmorgan chase | 12.83M | 0.11% | 6.58M |
Vanguard group | 94.38M | 0.19% | 5.19M |
Duff & phelps investment management | 2.45M | 3.25% | 2.45M |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Ubs asset management americas | 937.72K | 0.03% | -4.93M |
Marshall wace, llp | 843.42K | 0.12% | -1.33M |
Boston partners | - | - | -1.31M |
Fmr | 10.45M | 0.07% | -1.04M |
Cbre investment management listed real assets | 1.87M | 3.57% | -958.72K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Norges bank | 32.91M | 0.51% | 32.91M | $3.43B |
Flat footed | 989.60K | 9.71% | 989.60K | $103.17M |
Capital research global investors | 652.25K | 0.01% | 652.25K | $68.00M |
Braun stacey associates | 241.58K | 0.98% | 241.58K | $25.18M |
Corebridge financial | 152.67K | 0.09% | 152.67K | $15.92M |
Sold Out
Holder | Change |
---|---|
Bbjs financial advisors | -1.00 |
Delos wealth advisors | -5.00 |
Johnson financial group | -6.00 |
Rfp financial group | -9.00 |
Wetzel investment advisors | -9.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Sep 30, 2024 | 1,065 | 5.65% | 568,829,753 | -2.79% | 93 | 0.98% | 526 | -5.73% | 351 | 24.47% |
Jun 30, 2024 | 991 | 1.54% | 584,821,609 | 9.15% | 101 | 1.07% | 551 | 13.37% | 278 | -10.90% |
Mar 31, 2024 | 976 | 2.63% | 535,808,412 | -0.39% | 97 | 1.02% | 486 | -6.72% | 312 | 20.00% |
Dec 31, 2023 | 951 | 12.15% | 537,930,304 | 10.93% | 98 | 1.04% | 521 | 31.23% | 260 | 2.36% |
Sep 30, 2023 | 848 | 1.31% | 484,918,042 | -1.60% | 97 | 0.97% | 397 | 5.03% | 254 | -1.55% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Vanguard Real Estate Index Investor | 23.04M | 3.70% | -61.99K |
Vanguard Total Stock Mkt Idx Inv | 19.24M | 3.09% | -66.68K |
Vanguard Institutional 500 Index Trust | 15.34M | 2.46% | 177.23K |
American Funds Washington Mutual A | 14.19M | 2.29% | - |
Capital Group Wash Mutual Invtrs Comp | 14.19M | 2.29% | - |
Vanguard Mid Cap Index Institutional | 12.92M | 2.08% | 23.39K |
Fidelity 500 Index | 7.11M | 1.14% | -252.34K |
SPDR® S&P 500® ETF Trust | 7.02M | 1.13% | 2.39K |
iShares Core S&P 500 ETF | 6.44M | 1.03% | 9.92K |
Vanguard Growth Index Investor | 6.40M | 1.03% | 39.31K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Jun 04, 2024 | BACON KENNETH J | - | Sell | $187.04K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2024 Q3 | - | - |
2024 Q2 | - | 1 |
2024 Q1 | - | - |
2023 Q4 | - | - |
2023 Q3 | - | - |
WELL Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools