Welltower Ownership 2024 | Who Owns Welltower Now?
Institutional Ownership
46.13%
Insider Ownership
0.09%
Retail Ownership
53.78%
Institutional Holders
588.00
Welltower Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 16.25% | 0.17% | 89,187,884 | 3,257,213 | 3.79% | 8,333,715,881 | Mar 31, 2024 |
| BLACKROCK INC. | 10.77% | 0.13% | 59,134,559 | 950,976 | 1.63% | 5,525,533,180 | Mar 31, 2024 |
| COHEN & STEERS, INC. | 7.20% | 7.73% | 39,533,128 | -1,313,080 | -3.21% | 3,693,714,000 | Mar 31, 2024 |
| STATE STREET CORP | 6.11% | 0.14% | 33,548,743 | -2,082,080 | -5.84% | 3,134,794,546 | Mar 31, 2024 |
| CAPITAL INTERNATIONAL INVESTORS | 5.33% | 0.55% | 29,236,326 | 6,104,064 | 26.39% | 2,731,842,332 | Mar 31, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 3.03% | 0.28% | 16,640,562 | 398,349 | 2.45% | 1,554,894,114 | Mar 31, 2024 |
| BANK OF AMERICA CORP /DE/ | 2.95% | 0.14% | 16,203,034 | 1,302,579 | 8.74% | 1,514,011,502,000 | Mar 31, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.51% | 0.12% | 13,781,004 | 590,344 | 4.48% | 1,285,773,714 | Mar 31, 2024 |
| PRINCIPAL FINANCIAL GROUP INC | 2.27% | 0.68% | 12,458,625 | -553,875 | -4.26% | 1,164,133,957 | Mar 31, 2024 |
| FMR LLC | 2.09% | 0.07% | 11,488,823 | -605,946 | -5.01% | 1,073,515,683 | Mar 31, 2024 |
| LEGAL & GENERAL GROUP PLC | 1.52% | 0.18% | 8,357,356 | 217,542 | 2.67% | 780,909,638 | Mar 31, 2024 |
| DAIWA SECURITIES GROUP INC. | 1.45% | 4.19% | 7,937,875 | -48,606 | -0.61% | 741,715,000 | Mar 31, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 1.41% | 0.20% | 7,751,799 | 161,118 | 2.12% | 724,328,161 | Mar 31, 2024 |
| MORGAN STANLEY | 1.35% | 0.06% | 7,387,548 | 790,924 | 11.99% | 690,292,733 | Mar 31, 2024 |
| INVESCO LTD. | 1.32% | 0.15% | 7,245,560 | -387,360 | -5.07% | 677,025,144 | Mar 31, 2024 |
| RESOLUTION CAPITAL LTD | 1.25% | 11.46% | 6,856,369 | 838,029 | 13.92% | 640,659,119 | Mar 31, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1.22% | 0.08% | 6,699,681 | -475,399 | -6.63% | 626,021,000 | Mar 31, 2024 |
| JPMORGAN CHASE & CO | 1.14% | 0.05% | 6,245,756 | 1,822,111 | 41.19% | 583,603,519 | Mar 31, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.09% | 0.13% | 6,008,519 | 141,552 | 2.41% | 561,436,014 | Mar 31, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 1.07% | 0.19% | 5,868,178 | 191,330 | 3.37% | 548,322,552 | Mar 31, 2024 |
Welltower's largest institutional shareholder is VANGUARD GROUP INC, holding 16.25% of the company's total share outstanding, currently valued at $8.33B. The top 10 institutional shareholders own together 58.52% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| RESOLUTION CAPITAL LTD | 1.25% | 11.46% | 6,856,369 | 838,029 | 13.92% | 640,659,119 | Mar 31, 2024 |
| B&I CAPITAL AG | 0.05% | 8.42% | 284,250 | 9,400 | 3.42% | 26,560,320 | Mar 31, 2024 |
| ADELANTE CAPITAL MANAGEMENT LLC | 0.24% | 8.09% | 1,314,732 | 17,239 | 1.33% | 122,849,000 | Mar 31, 2024 |
| COHEN & STEERS, INC. | 7.20% | 7.73% | 39,533,128 | -1,313,080 | -3.21% | 3,693,714,000 | Mar 31, 2024 |
| HEITMAN REAL ESTATE SECURITIES LLC | 0.26% | 7.45% | 1,400,405 | 324,501 | 30.16% | 130,853,843 | Mar 31, 2024 |
| VERT ASSET MANAGEMENT LLC | 0.03% | 7.19% | 183,053 | -3,552 | -1.90% | 17,104,472 | Mar 31, 2024 |
| ZIMMER PARTNERS, LP | 0.60% | 6.62% | 3,316,750 | 3,316,750 | 100.00% | 309,917,120 | Mar 31, 2024 |
| AEW CAPITAL MANAGEMENT L P | 0.24% | 5.88% | 1,290,216 | 115,336 | 9.82% | 120,557,783 | Mar 31, 2024 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | 0.97% | 5.86% | 5,329,248 | 849,898 | 18.97% | 507,770,749 | Mar 31, 2024 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 0.52% | 4.89% | 2,828,262 | -56,138 | -1.95% | 264,272,801 | Mar 31, 2024 |
| WINDLE WEALTH, LLC | 0.01% | 4.27% | 71,676 | 968 | 1.37% | 6,697,369 | Mar 31, 2024 |
| DAIWA SECURITIES GROUP INC. | 1.45% | 4.19% | 7,937,875 | -48,606 | -0.61% | 741,715,000 | Mar 31, 2024 |
| HAZELVIEW SECURITIES INC. | 0.04% | 4.07% | 234,651 | 49,400 | 26.67% | 21,585,545 | Mar 31, 2024 |
| GSI CAPITAL ADVISORS LLC | 0.01% | 4.01% | 73,089 | 73,089 | 100.00% | 6,829,436 | Mar 31, 2024 |
| GRS ADVISORS, LLC | 0.05% | 3.65% | 290,964 | 278,650 | 2262.87% | 27,187,676 | Mar 31, 2024 |
| UNIPLAN INVESTMENT COUNSEL, INC. | 0.08% | 3.33% | 453,967 | -16,557 | -3.52% | 42,418,000 | Mar 31, 2024 |
| CORDA INVESTMENT MANAGEMENT, LLC. | 0.08% | 3.27% | 440,413 | -24,384 | -5.25% | 41,152,185 | Mar 31, 2024 |
| GARLAND CAPITAL MANAGEMENT INC | 0.01% | 3.21% | 51,841 | -380 | -0.73% | 4,844,010 | Mar 31, 2024 |
| PENSIONFUND DSM NETHERLANDS | 0.01% | 3.19% | 63,753 | 63,753 | 100.00% | 5,957,000 | Mar 31, 2024 |
| LIBERTY MUTUAL GROUP ASSET MANAGEMENT INC. | 0.02% | 2.24% | 84,296 | 20,563 | 32.26% | 7,877,000 | Mar 31, 2024 |
The largest Welltower shareholder by % of total assets is RESOLUTION CAPITAL LTD. The company owns 6.86M shares of Welltower (WELL), representing 11.46% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| CAPITAL INTERNATIONAL INVESTORS | 5.33% | 0.55% | 29,236,326 | 6,104,064 | 26.39% | 2,731,842,332 | Mar 31, 2024 |
| ZIMMER PARTNERS, LP | 0.60% | 6.62% | 3,316,750 | 3,316,750 | 100.00% | 309,917,120 | Mar 31, 2024 |
| VANGUARD GROUP INC | 16.25% | 0.17% | 89,187,884 | 3,257,213 | 3.79% | 8,333,715,881 | Mar 31, 2024 |
| MARSHALL WACE, LLP | 0.40% | 0.31% | 2,169,345 | 1,896,321 | 694.56% | 202,703,597 | Mar 31, 2024 |
| JPMORGAN CHASE & CO | 1.14% | 0.05% | 6,245,756 | 1,822,111 | 41.19% | 583,603,519 | Mar 31, 2024 |
| BANK OF AMERICA CORP /DE/ | 2.95% | 0.14% | 16,203,034 | 1,302,579 | 8.74% | 1,514,011,502,000 | Mar 31, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.32% | 0.26% | 1,731,275 | 1,280,657 | 284.20% | 161,770,336 | Mar 31, 2024 |
| BLACKROCK INC. | 10.77% | 0.13% | 59,134,559 | 950,976 | 1.63% | 5,525,533,180 | Mar 31, 2024 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | 0.97% | 5.86% | 5,329,248 | 849,898 | 18.97% | 507,770,749 | Mar 31, 2024 |
| RESOLUTION CAPITAL LTD | 1.25% | 11.46% | 6,856,369 | 838,029 | 13.92% | 640,659,119 | Mar 31, 2024 |
| MORGAN STANLEY | 1.35% | 0.06% | 7,387,548 | 790,924 | 11.99% | 690,292,733 | Mar 31, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.17% | 0.04% | 932,729 | 715,524 | 329.42% | 87,154,198 | Mar 31, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.51% | 0.12% | 13,781,004 | 590,344 | 4.48% | 1,285,773,714 | Mar 31, 2024 |
| AMUNDI | 0.59% | 0.13% | 3,226,534 | 590,178 | 22.39% | 293,001,553 | Mar 31, 2024 |
| NORDEA INVESTMENT MANAGEMENT AB | 0.20% | 0.12% | 1,118,333 | 523,656 | 88.06% | 104,072,069 | Mar 31, 2024 |
| RUSSELL INVESTMENTS GROUP, LTD. | 0.81% | 0.65% | 4,433,816 | 489,533 | 12.41% | 414,228,730 | Mar 31, 2024 |
| BNP PARIBAS ARBITRAGE, SNC | 0.19% | 0.08% | 1,024,685 | 484,888 | 89.83% | 95,746,566 | Mar 31, 2024 |
| ALLIANZ ASSET MANAGEMENT GMBH | 0.15% | 0.12% | 845,616 | 478,012 | 130.03% | 79,014,359 | Mar 31, 2024 |
| STRS OHIO | 0.18% | 0.37% | 985,979 | 463,061 | 88.55% | 92,129,000 | Mar 31, 2024 |
| UBS GROUP AG | 0.28% | 0.04% | 1,511,712 | 439,429 | 40.98% | 141,254,370 | Mar 31, 2024 |
As of Mar 31 2024, Welltower's largest institutional buyer is CAPITAL INTERNATIONAL INVESTORS. The company purchased 6.10M stocks of WELL, valued at $2.73B.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | - | - | - | -2,101,707 | -100.00% | - | Mar 31, 2024 |
| STATE STREET CORP | 6.11% | 0.14% | 33,548,743 | -2,082,080 | -5.84% | 3,134,794,546 | Mar 31, 2024 |
| COHEN & STEERS, INC. | 7.20% | 7.73% | 39,533,128 | -1,313,080 | -3.21% | 3,693,714,000 | Mar 31, 2024 |
| BARCLAYS PLC | 0.23% | 0.04% | 1,277,192 | -857,402 | -40.17% | 119,338,000 | Mar 31, 2024 |
| GOLDMAN SACHS GROUP INC | 0.63% | 0.06% | 3,459,702 | -841,269 | -19.56% | 323,274,542 | Mar 31, 2024 |
| FMR LLC | 2.09% | 0.07% | 11,488,823 | -605,946 | -5.01% | 1,073,515,683 | Mar 31, 2024 |
| PRINCIPAL FINANCIAL GROUP INC | 2.27% | 0.68% | 12,458,625 | -553,875 | -4.26% | 1,164,133,957 | Mar 31, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1.22% | 0.08% | 6,699,681 | -475,399 | -6.63% | 626,021,000 | Mar 31, 2024 |
| CITADEL ADVISORS LLC | 0.08% | 0.01% | 451,550 | -421,912 | -48.30% | 42,192,832 | Mar 31, 2024 |
| INVESCO LTD. | 1.32% | 0.15% | 7,245,560 | -387,360 | -5.07% | 677,025,144 | Mar 31, 2024 |
| BOSTON PARTNERS | 0.24% | 0.15% | 1,314,479 | -357,809 | -21.40% | 122,825,648 | Mar 31, 2024 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | - | - | - | -287,944 | -100.00% | - | Mar 31, 2024 |
| FIL LTD | 0.07% | 0.03% | 368,202 | -245,617 | -40.01% | 34,404,795 | Mar 31, 2024 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 0.04% | 0.06% | 196,753 | -205,528 | -51.09% | 18,384,600 | Mar 31, 2024 |
| CAPITAL FUND MANAGEMENT S.A. | - | - | - | -165,764 | -100.00% | - | Mar 31, 2024 |
| WOLVERINE TRADING, LLC | 0.00% | 0.00% | 23,100 | -145,200 | -86.27% | 2,158,464 | Mar 31, 2024 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | - | - | - | -142,700 | -100.00% | - | Mar 31, 2024 |
| BRIDGEWATER ASSOCIATES, LP | - | - | - | -142,217 | -100.00% | - | Mar 31, 2024 |
| JANUS HENDERSON GROUP PLC | 0.26% | 0.07% | 1,409,444 | -133,856 | -8.67% | 131,585,615 | Mar 31, 2024 |
| MITSUBISHI UFJ TRUST & BANKING CORP | 0.07% | 0.09% | 411,339 | -121,248 | -22.77% | 38,247,265 | Mar 31, 2024 |
As of Mar 31 2024, Welltower's biggest institutional seller is DUFF & PHELPS INVESTMENT MANAGEMENT CO. The company sold -2.10M shares of WELL, valued at -.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ZIMMER PARTNERS, LP | 0.60% | 6.62% | 3,316,750 | 3,316,750 | 100.00% | 309,917,120 | Mar 31, 2024 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 0.07% | 0.12% | 371,855 | 371,855 | 100.00% | 34,746,131 | Mar 31, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.07% | 0.26% | 363,516 | 363,516 | 100.00% | 33,967,000 | Mar 31, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.05% | 0.00% | 261,500 | 261,500 | 100.00% | 24,434,560 | Mar 31, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.05% | 0.00% | 253,600 | 253,600 | 100.00% | 23,696,384 | Mar 31, 2024 |
| CAPSTONE INVESTMENT ADVISORS, LLC | 0.04% | 0.08% | 230,149 | 230,149 | 100.00% | 21,505,123 | Mar 31, 2024 |
| SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | 0.04% | 0.48% | 221,682 | 221,682 | 100.00% | 20,713,966 | Mar 31, 2024 |
| CIBC WORLD MARKET INC. | 0.04% | 0.05% | 220,074 | 220,074 | 100.00% | 20,564,000 | Mar 31, 2024 |
| TWIN TREE MANAGEMENT, LP | 0.03% | 0.03% | 156,200 | 156,200 | 100.00% | 14,595,328 | Mar 31, 2024 |
| MOORE CAPITAL MANAGEMENT, LP | 0.02% | 0.18% | 118,100 | 118,100 | 100.00% | 11,035,264 | Mar 31, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.02% | 0.00% | 116,635 | 116,635 | 100.00% | 10,898,375 | Mar 31, 2024 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 0.02% | 0.46% | 105,800 | 105,800 | 100.00% | 9,885,952 | Mar 31, 2024 |
| DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 0.02% | 0.01% | 103,558 | 103,558 | 100.00% | 9,676,460 | Mar 31, 2024 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.02% | 0.01% | 96,113 | 96,113 | 100.00% | 8,981,000 | Mar 31, 2024 |
| PARALLAX VOLATILITY ADVISERS, L.P. | 0.02% | 0.02% | 93,600 | 93,600 | 100.00% | 8,745,984 | Mar 31, 2024 |
| GILLSON CAPITAL LP | 0.02% | 0.79% | 88,500 | 88,500 | 100.00% | 8,269,000 | Mar 31, 2024 |
| TORNO CAPITAL, LLC | 0.01% | 0.46% | 77,600 | 77,600 | 100.00% | 7,250,944 | Mar 31, 2024 |
| PENSIONFUND DSM NETHERLANDS | 0.01% | 3.19% | 63,753 | 63,753 | 100.00% | 5,957,000 | Mar 31, 2024 |
| AQR ARBITRAGE LLC | 0.01% | 0.20% | 61,100 | 61,100 | 100.00% | 5,701,241 | Mar 31, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.01% | 0.01% | 53,302 | 53,302 | 100.00% | 4,980,539 | Mar 31, 2024 |
| TUDOR INVESTMENT CORP ET AL | 0.01% | 0.02% | 40,679 | 40,679 | 100.00% | 3,801,046 | Mar 31, 2024 |
| PENSIONFUND SABIC | 0.01% | 0.93% | 33,259 | 33,259 | 100.00% | 3,108,000 | Mar 31, 2024 |
| SPINNAKER TRUST | 0.01% | 0.20% | 32,987 | 32,987 | 100.00% | 3,082,306 | Mar 31, 2024 |
| CENTIVA CAPITAL, LP | 0.00% | 0.06% | 25,587 | 25,587 | 100.00% | 2,390,849 | Mar 31, 2024 |
| WINTON GROUP LTD | 0.00% | 0.15% | 22,953 | 22,953 | 100.00% | 2,144,728 | Mar 31, 2024 |
| PINEBRIDGE INVESTMENTS, L.P. | 0.00% | 0.02% | 22,888 | 22,888 | 100.00% | 2,138,655 | Mar 31, 2024 |
| VERITION FUND MANAGEMENT LLC | 0.00% | 0.01% | 19,500 | 19,500 | 100.00% | 1,822,080 | Mar 31, 2024 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | 0.00% | 1.41% | 15,212 | 15,212 | 100.00% | 1,485,175 | Mar 31, 2024 |
| SIMPLICITY WEALTH,LLC | 0.00% | 0.03% | 12,042 | 12,042 | 100.00% | 1,125,221 | Mar 31, 2024 |
| XTX TOPCO LTD | 0.00% | 0.13% | 10,368 | 10,368 | 100.00% | 968,786 | Mar 31, 2024 |
| LGT FUND MANAGEMENT CO LTD. | 0.00% | 0.40% | 10,237 | 10,237 | 100.00% | 956,545 | Mar 31, 2024 |
| LOMBARD ODIER ASSET MANAGEMENT (SWITZERLAND) SA | 0.00% | 0.07% | 10,153 | 10,153 | 100.00% | 948,696 | Mar 31, 2024 |
| MAN GROUP PLC | 0.00% | 0.00% | 9,699 | 9,699 | 100.00% | 906,275 | Mar 31, 2024 |
| BUCKINGHAM CAPITAL MANAGEMENT, INC. | 0.00% | 0.11% | 9,540 | 9,540 | 100.00% | 891,418 | Mar 31, 2024 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 0.00% | 0.11% | 9,144 | 9,144 | 100.00% | 854,415 | Mar 31, 2024 |
| BUSEY WEALTH MANAGEMENT | 0.00% | 0.03% | 9,035 | 9,035 | 100.00% | 844,228 | Mar 31, 2024 |
| QUADRATURE CAPITAL LTD | 0.00% | 0.01% | 8,228 | 8,228 | 100.00% | 768,248 | Mar 31, 2024 |
| MBB PUBLIC MARKETS I LLC | 0.00% | 0.04% | 7,766 | 7,766 | 100.00% | 725,655 | Mar 31, 2024 |
| MACHINA CAPITAL S.A.S. | 0.00% | 0.37% | 7,482 | 7,482 | 100.00% | 699,118 | Mar 31, 2024 |
| QUEST PARTNERS LLC | 0.00% | 0.11% | 7,023 | 7,023 | 100.00% | 656,229 | Mar 31, 2024 |
| INCEPTIONR LLC | 0.00% | 0.16% | 6,798 | 6,798 | 100.00% | 635,205 | Mar 31, 2024 |
| CULLINAN ASSOCIATES INC | 0.00% | 0.03% | 5,810 | 5,810 | 100.00% | 542,886 | Mar 31, 2024 |
| IQ EQ FUND MANAGEMENT (IRELAND) LTD | 0.00% | 0.06% | 5,804 | 5,804 | 100.00% | 542,326 | Mar 31, 2024 |
| CAPULA MANAGEMENT LTD | 0.00% | 0.01% | 5,627 | 5,627 | 100.00% | 525,787 | Mar 31, 2024 |
| ALETHEA CAPITAL MANAGEMENT, LLC | 0.00% | 0.40% | 5,296 | 5,296 | 100.00% | 494,858 | Mar 31, 2024 |
| RETIREMENT GUYS FORMULA LLC | 0.00% | 0.23% | 5,087 | 5,087 | 100.00% | 475,364 | Mar 31, 2024 |
| 0.00% | 0.07% | 4,953 | 4,953 | 100.00% | 492,725 | Mar 31, 2024 | |
| 0.00% | 0.00% | 4,924 | 4,924 | 100.00% | 456,407 | Mar 31, 2024 | |
| STRATEGY ASSET MANAGERS LLC | 0.00% | 0.09% | 4,630 | 4,630 | 100.00% | 432,627 | Mar 31, 2024 |
| VERITION FUND MANAGEMENT LLC | 0.00% | 0.00% | 4,600 | 4,600 | 100.00% | 429,824 | Mar 31, 2024 |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.00% | 0.00% | 4,408 | 4,408 | 100.00% | 411,884 | Mar 31, 2024 |
| SPIDERROCK ADVISORS, LLC | 0.00% | 0.01% | 4,382 | 4,382 | 100.00% | 404,459 | Mar 31, 2024 |
| NORDEN GROUP LLC | 0.00% | 0.03% | 4,103 | 4,103 | 100.00% | 383,383 | Mar 31, 2024 |
| BBR PARTNERS, LLC | 0.00% | 0.03% | 3,864 | 3,864 | 100.00% | 361,052 | Mar 31, 2024 |
| BALDWIN INVESTMENT MANAGEMENT, LLC | 0.00% | 0.04% | 3,310 | 3,310 | 100.00% | 309,286 | Mar 31, 2024 |
| CIPHER CAPITAL LP | 0.00% | 0.13% | 2,906 | 2,906 | 100.00% | 271,537 | Mar 31, 2024 |
| GROUP ONE TRADING, L.P. | 0.00% | 0.00% | 2,847 | 2,847 | 100.00% | 266,024 | Mar 31, 2024 |
| VERSOR INVESTMENTS LP | 0.00% | 0.05% | 2,747 | 2,747 | 100.00% | 256,680 | Mar 31, 2024 |
| WILEY BROS.-AINTREE CAPITAL, LLC | 0.00% | 0.03% | 2,671 | 2,671 | 100.00% | 249,578 | Mar 31, 2024 |
| 180 WEALTH ADVISORS, LLC | 0.00% | 0.04% | 2,506 | 2,506 | 100.00% | 234,161 | Mar 31, 2024 |
| PITCAIRN CO | 0.00% | 0.01% | 2,462 | 2,462 | 100.00% | 230,049 | Mar 31, 2024 |
| LEGACY FINANCIAL ADVISORS, INC. | 0.00% | 0.04% | 2,311 | 2,311 | 100.00% | 215,919 | Mar 31, 2024 |
| ESSEX FINANCIAL SERVICES, INC. | 0.00% | 0.02% | 2,282 | 2,282 | 100.00% | 213,230 | Mar 31, 2024 |
| MYSTIC ASSET MANAGEMENT, INC. | 0.00% | 0.09% | 2,265 | 2,265 | 100.00% | 211,642 | Mar 31, 2024 |
| BLUE FIN CAPITAL, INC. | 0.00% | 0.05% | 2,210 | 2,210 | 100.00% | 206,502 | Mar 31, 2024 |
| SIT INVESTMENT ASSOCIATES INC | 0.00% | 0.00% | 2,195 | 2,195 | 100.00% | 205,000 | Mar 31, 2024 |
| JACOBI CAPITAL MANAGEMENT LLC | 0.00% | 0.02% | 2,194 | 2,194 | 100.00% | 204,989 | Mar 31, 2024 |
| STRATEGIC BLUEPRINT, LLC | 0.00% | 0.01% | 2,176 | 2,176 | 100.00% | 203,281 | Mar 31, 2024 |
| SYNOVUS FINANCIAL CORP | 0.00% | 0.00% | 2,157 | 2,157 | 100.00% | 202,335 | Mar 31, 2024 |
| MATHER GROUP, LLC. | 0.00% | 0.00% | 1,945 | 1,945 | 100.00% | 175,385,000 | Mar 31, 2024 |
| FIDELIS CAPITAL PARTNERS, LLC | 0.00% | 0.21% | 1,540 | 1,540 | 100.00% | 1,862,441 | Mar 31, 2024 |
| CONTINUUM ADVISORY, LLC | 0.00% | 0.02% | 1,471 | 1,471 | 100.00% | 145,906,000 | Mar 31, 2024 |
| CORNERSTONE ADVISORS, LLC | 0.00% | 0.01% | 1,400 | 1,400 | 100.00% | 130,816 | Mar 31, 2024 |
| ALLIANZ ASSET MANAGEMENT GMBH | 0.00% | 0.00% | 600 | 600 | 100.00% | 56,064 | Mar 31, 2024 |
| QUARRY LP | 0.00% | 0.01% | 573 | 573 | 100.00% | 53,541 | Mar 31, 2024 |
| OPAL WEALTH ADVISORS, LLC | 0.00% | 0.01% | 461 | 461 | 100.00% | 43,049 | Mar 31, 2024 |
| PISCATAQUA SAVINGS BANK | 0.00% | 0.03% | 338 | 338 | 100.00% | 31,582,000 | Mar 31, 2024 |
| ALLIANZ ASSET MANAGEMENT GMBH | 0.00% | - | 300 | 300 | 100.00% | 28,032 | Mar 31, 2024 |
| RISE ADVISORS, LLC | 0.00% | 0.01% | 291 | 291 | 100.00% | 27,235 | Mar 31, 2024 |
| YOUR ADVOCATES LTD., LLP | - | 0.01% | 250 | 250 | 100.00% | 23,360,000 | Mar 31, 2024 |
| - | 0.02% | 207 | 207 | 100.00% | 19,342 | Mar 31, 2024 | |
| CREWE ADVISORS LLC | - | 0.00% | 195 | 195 | 100.00% | 18,221 | Mar 31, 2024 |
| CENTRAL PACIFIC BANK - TRUST DIVISION | - | 0.00% | 104 | 104 | 100.00% | 9,567 | Mar 31, 2024 |
| ST GERMAIN D J CO INC | - | 0.00% | 100 | 100 | 100.00% | 9,344 | Mar 31, 2024 |
| SUGARLOAF WEALTH MANAGEMENT, LLC | - | 0.00% | 57 | 57 | 100.00% | 5,326 | Mar 31, 2024 |
| NORTHWEST FINANCIAL ADVISORS | - | 0.00% | 55 | 55 | 100.00% | 5,139 | Mar 31, 2024 |
| VENTURI WEALTH MANAGEMENT, LLC | - | 0.00% | 52 | 52 | 100.00% | 4,860 | Mar 31, 2024 |
| PEOPLES BANK/KS | - | 0.00% | 50 | 50 | 100.00% | 4,672 | Mar 31, 2024 |
| REDMONT WEALTH ADVISORS LLC | - | 0.01% | 46 | 46 | 100.00% | 4,298,000 | Mar 31, 2024 |
| WESTEND CAPITAL MANAGEMENT, LLC | - | 0.00% | 21 | 21 | 100.00% | 1,962 | Mar 31, 2024 |
| CORNERSTONE PLANNING GROUP LLC | - | 0.00% | 9 | 9 | 100.00% | 863 | Mar 31, 2024 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | - | - | 7 | 7 | 100.00% | 654 | Mar 31, 2024 |
| TD CAPITAL MANAGEMENT LLC | - | - | 5 | 5 | 100.00% | 467,000 | Mar 31, 2024 |
| DELOS WEALTH ADVISORS, LLC | - | 0.00% | 5 | 5 | 100.00% | 468,000 | Mar 31, 2024 |
Welltower's largest new institutional shareholder by number of shares is ZIMMER PARTNERS, LP, purchased 3.32M shares, valued at $309.92M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | - | - | - | -2,101,707 | -100.00% | - | Mar 31, 2024 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | - | - | - | -287,944 | -100.00% | - | Mar 31, 2024 |
| CAPITAL FUND MANAGEMENT S.A. | - | - | - | -165,764 | -100.00% | - | Mar 31, 2024 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | - | - | - | -142,700 | -100.00% | - | Mar 31, 2024 |
| BRIDGEWATER ASSOCIATES, LP | - | - | - | -142,217 | -100.00% | - | Mar 31, 2024 |
| EVOKE WEALTH, LLC | - | - | - | -97,885 | -100.00% | - | Mar 31, 2024 |
| CAPTION MANAGEMENT, LLC | - | - | - | -83,600 | -100.00% | - | Mar 31, 2024 |
| PICTET & CIE (EUROPE) SA | - | - | - | -78,156 | -100.00% | - | Mar 31, 2024 |
| CINCTIVE CAPITAL MANAGEMENT LP | - | - | - | -67,289 | -100.00% | - | Mar 31, 2024 |
| ALPINE GLOBAL MANAGEMENT, LLC | - | - | - | -57,700 | -100.00% | - | Mar 31, 2024 |
| SOUTH DAKOTA INVESTMENT COUNCIL | - | - | - | -57,289 | -100.00% | - | Mar 31, 2024 |
| WALLEYE TRADING LLC | - | - | - | -22,257 | -100.00% | - | Mar 31, 2024 |
| FORMULA GROWTH LTD | - | - | - | -21,619 | -100.00% | - | Mar 31, 2024 |
| UBS OCONNOR LLC | - | - | - | -15,117 | -100.00% | - | Mar 31, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | - | - | - | -14,705 | -100.00% | - | Mar 31, 2024 |
| SIMPLEX TRADING, LLC | - | - | - | -12,305 | -100.00% | - | Mar 31, 2024 |
| FJ INVESTMENTS, LLC | - | - | - | -10,877 | -100.00% | - | Mar 31, 2024 |
| AE WEALTH MANAGEMENT LLC | - | - | - | -10,250 | -100.00% | - | Mar 31, 2024 |
| USA FINANCIAL PORTFORMULAS CORP | - | - | - | -10,147 | -100.00% | - | Mar 31, 2024 |
| D. E. SHAW & CO., INC. | - | - | - | -10,000 | -100.00% | - | Mar 31, 2024 |
| FORA CAPITAL, LLC | - | - | - | -8,352 | -100.00% | - | Mar 31, 2024 |
| GRAHAM CAPITAL MANAGEMENT, L.P. | - | - | - | -7,797 | -100.00% | - | Mar 31, 2024 |
| PALOMA PARTNERS MANAGEMENT CO | - | - | - | -6,400 | -100.00% | - | Mar 31, 2024 |
| WEISS ASSET MANAGEMENT LP | - | - | - | -6,179 | -100.00% | - | Mar 31, 2024 |
| KINGSWOOD WEALTH ADVISORS, LLC | - | - | - | -6,095 | -100.00% | - | Mar 31, 2024 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | - | - | - | -5,113 | -100.00% | - | Mar 31, 2024 |
| GRANITE BAY WEALTH MANAGEMENT, LLC | - | - | - | -4,740 | -100.00% | - | Mar 31, 2024 |
| QUANTITATIVE INVESTMENT MANAGEMENT, LLC | - | - | - | -4,474 | -100.00% | - | Mar 31, 2024 |
| BAYBRIDGE CAPITAL GROUP, LLC | - | - | - | -3,982 | -100.00% | - | Mar 31, 2024 |
| CORTON CAPITAL INC. | - | - | - | -3,956 | -100.00% | - | Mar 31, 2024 |
| TWO SIGMA SECURITIES, LLC | - | - | - | -3,738 | -100.00% | - | Mar 31, 2024 |
| PREMIER PATH WEALTH PARTNERS, LLC | - | - | - | -3,694 | -100.00% | - | Mar 31, 2024 |
| WOLVERINE TRADING, LLC | - | - | - | -3,167 | -100.00% | - | Mar 31, 2024 |
| CASCADE INVESTMENT ADVISORS, INC. | - | - | - | -2,815 | -100.00% | - | Mar 31, 2024 |
| HARTLINE INVESTMENT CORP/ | - | - | - | -2,782 | -100.00% | - | Mar 31, 2024 |
| IMPACTFOLIO, LLC | - | - | - | -2,749 | -100.00% | - | Mar 31, 2024 |
| IA GLOBAL ASSET MANAGEMENT INC. | - | - | - | -2,620 | -100.00% | - | Mar 31, 2024 |
| WEYBOSSET RESEARCH & MANAGEMENT LLC | - | - | - | -2,600 | -100.00% | - | Mar 31, 2024 |
| IFG ADVISORY, LLC | - | - | - | -2,477 | -100.00% | - | Mar 31, 2024 |
| SEACREST WEALTH MANAGEMENT, LLC | - | - | - | -2,461 | -100.00% | - | Mar 31, 2024 |
| - | - | - | -2,413 | -100.00% | - | Mar 31, 2024 | |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | - | - | - | -2,400 | -100.00% | - | Mar 31, 2024 |
| PARALLAX VOLATILITY ADVISERS, L.P. | - | - | - | -2,400 | -100.00% | - | Mar 31, 2024 |
| WEALTHSPIRE ADVISORS, LLC | - | - | - | -2,360 | -100.00% | - | Mar 31, 2024 |
| MORNINGSTAR INVESTMENT SERVICES LLC | - | - | - | -2,344 | -100.00% | - | Mar 31, 2024 |
| GLASSMAN WEALTH SERVICES | - | - | - | -2,306 | -100.00% | - | Mar 31, 2024 |
| NORTHCAPE WEALTH MANAGEMENT, LLC | - | - | - | -2,271 | -100.00% | - | Mar 31, 2024 |
| GATEWAY INVESTMENT ADVISERS LLC | - | - | - | -2,252 | -100.00% | - | Mar 31, 2024 |
| ADVISOR RESOURCE COUNCIL | - | - | - | -2,229 | -100.00% | - | Mar 31, 2024 |
| EMFO, LLC | - | - | - | -1,150 | -100.00% | - | Mar 31, 2024 |
| WEST TOWER GROUP, LLC | - | - | - | -1,053 | -100.00% | - | Mar 31, 2024 |
| LM ADVISORS LLC | - | - | - | -690 | -100.00% | - | Mar 31, 2024 |
| FOCUSED WEALTH MANAGEMENT, INC | - | - | - | -593 | -100.00% | - | Mar 31, 2024 |
| TURTLE CREEK WEALTH ADVISORS, LLC | - | - | - | -545 | -100.00% | - | Mar 31, 2024 |
| SMITHFIELD TRUST CO | - | - | - | -500 | -100.00% | - | Mar 31, 2024 |
| FIRST FOUNDATION ADVISORS | - | - | - | -303 | -100.00% | - | Mar 31, 2024 |
| TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS | - | - | - | -241 | -100.00% | - | Mar 31, 2024 |
| MARYLAND CAPITAL ADVISORS INC. | - | - | - | -177 | -100.00% | - | Mar 31, 2024 |
| EDGEROCK CAPITAL LLC | - | - | - | -144 | -100.00% | - | Mar 31, 2024 |
| MISSOURI TRUST & INVESTMENT CO | - | - | - | -100 | -100.00% | - | Mar 31, 2024 |
| HERITAGE WEALTH ADVISORS | - | - | - | -31 | -100.00% | - | Mar 31, 2024 |
| LONG ISLAND WEALTH MANAGEMENT, INC. | - | - | - | -21 | -100.00% | - | Mar 31, 2024 |
| IBEX WEALTH ADVISORS | - | - | - | -5 | -100.00% | - | Mar 31, 2024 |
Welltower's largest sold out institutional shareholder by shares sold is DUFF & PHELPS INVESTMENT MANAGEMENT CO, sold -2.10M shares, valued at -, as of undefined.
Welltower Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| COHEN & STEERS REALTY SHARES INC | 3.71% | 4,867,387 | - | - | Dec 31, 2023 |
| SARATOGA ADVANTAGE TRUST | 3.54% | 217,620 | - | - | Feb 29, 2024 |
| COHEN & STEERS REAL ESTATE SECURITIES FUND INC | 3.48% | 6,432,191 | - | - | Dec 31, 2023 |
| FRANKLIN REAL ESTATE SECURITIES TRUST | 2.85% | 173,334 | -8,969 | -4.92% | Jan 31, 2024 |
| COHEN & STEERS INSTITUTIONAL REALTY SHARES INC | 2.79% | 5,578,823 | 153,640 | 2.83% | Dec 31, 2023 |
| Virtus Equity & Convertible Income Fund | 2.30% | 4,555,000 | -705,000 | -13.40% | Jan 31, 2024 |
| Virtus Dividend, Interest & Premium Strategy Fund | 2.27% | 5,390,000 | -820,000 | -13.20% | Jan 31, 2024 |
| Virtus Diversified Income & Convertible Fund | 1.95% | 3,965,000 | -600,000 | -13.14% | Jan 31, 2024 |
| T. Rowe Price Real Estate Fund, Inc. | 1.70% | 425,413 | -35,424 | -7.69% | Dec 31, 2023 |
| Virtus Strategy Trust | 1.33% | 29,206,000 | -5,134,000 | -14.95% | Dec 29, 2023 |
| Virtus Convertible & Income Fund II | 1.30% | 4,920,000 | -780,000 | -13.68% | Jan 31, 2024 |
| Virtus Convertible & Income Fund | 1.26% | 6,230,000 | -1,000,000 | -13.83% | Jan 31, 2024 |
| KAVILCO INC/WA/ | 1.21% | 8,810 | 8,810 | - | Mar 31, 2021 |
| Manager Directed Portfolios | 1.14% | 186,698 | - | - | Jan 31, 2024 |
| AMERICAN CENTURY CAPITAL PORTFOLIOS INC | 1.13% | 838,130 | 54,789 | 6.99% | Jan 31, 2024 |
| COHEN & STEERS GLOBAL REALTY SHARES, INC | 0.97% | 1,138,421 | -39,910 | -3.39% | Dec 31, 2023 |
| Voya VARIABLE FUNDS | 0.90% | 295,802 | -11,448 | -3.73% | Dec 31, 2023 |
| PIONEER REAL ESTATE SHARES | 0.90% | 34,312 | - | - | Mar 31, 2023 |
| PIONEER MID CAP VALUE FUND | 0.75% | 132,307 | - | - | Jan 31, 2024 |
| Virtus Investment Trust | 0.75% | 25,500,000 | 2,265,000 | 9.75% | Dec 29, 2023 |
| VANGUARD VALLEY FORGE FUNDS | 0.73% | 359,702 | - | - | Dec 31, 2023 |
| TRI-CONTINENTAL CORP | 0.73% | 4,000,000 | -200,000 | -4.76% | Dec 31, 2023 |
| NEUBERGER BERMAN REAL ESTATE SECURITIES INCOME FUND INC | 0.70% | 57,684 | -28,880 | -33.36% | Jan 31, 2024 |
| Clough Global Equity Fund | 0.64% | 39,580 | - | - | Jan 31, 2024 |
| SPIRIT OF AMERICA INVESTMENT FUND INC | 0.53% | 29,975 | - | - | Feb 29, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 12 | 0.51% | 459,576 | 393,214 | 592.53% | Jan 31, 2024 |
| Connors Funds | 0.50% | 5,300 | - | - | Feb 29, 2024 |
| Voya VARIABLE PRODUCTS TRUST | 0.50% | 152,421 | -64,251 | -29.65% | Dec 31, 2023 |
| T. Rowe Price Global Real Estate Fund, Inc. | 0.50% | 30,884 | -3,879 | -11.16% | Dec 31, 2023 |
| COHEN & STEERS TOTAL RETURN REALTY FUND INC | 0.47% | 208,640 | -10,308 | -4.71% | Dec 31, 2023 |
| AMERICAN MUTUAL FUND | 0.47% | 4,399,407 | 248,325 | 5.98% | Jan 31, 2024 |
| AB GLOBAL REAL ESTATE INVESTMENT FUND INC | 0.42% | 22,840 | 410 | 1.83% | Feb 29, 2024 |
| WASHINGTON MUTUAL INVESTORS FUND | 0.42% | 8,774,644 | 426,000 | 5.10% | Jan 31, 2024 |
| abrdn Global Premier Properties Fund | 0.41% | 192,071 | -15,429 | -7.44% | Jan 31, 2024 |
| DELAWARE GROUP EQUITY FUNDS I | 0.40% | 9,500 | - | - | Jan 31, 2023 |
| AB INSTITUTIONAL FUNDS INC | 0.38% | 66,650 | 5,600 | 9.17% | Jan 31, 2024 |
| VANGUARD SPECIALIZED FUNDS | 0.37% | 20,200,402 | 457,062 | 2.32% | Jan 31, 2024 |
| NUVEEN REAL ESTATE INCOME FUND | 0.33% | 105,306 | -5,640 | -5.08% | Dec 31, 2023 |
| RIVERPARK FUNDS TRUST | 0.24% | 2,027,617 | - | - | Dec 31, 2023 |
| Apollo Diversified Real Estate Fund | 0.23% | 838,180 | 7,330 | 0.88% | Dec 31, 2023 |
| Clough Global Dividend & Income Fund | 0.23% | 24,110 | - | - | Jan 31, 2024 |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | 0.23% | 4,036,821 | - | - | Dec 31, 2023 |
| Clough Funds Trust | 0.20% | 8,410 | - | - | Jan 31, 2023 |
| Voya EQUITY TRUST | 0.20% | 296,179 | 26,200 | 9.70% | Feb 29, 2024 |
| Clough Global Opportunities Fund | 0.19% | 75,580 | - | - | Jan 31, 2024 |
| PROFESSIONALLY MANAGED PORTFOLIOS | 0.18% | 1,000,000 | - | - | Feb 29, 2024 |
| COHEN & STEERS QUALITY INCOME REALTY FUND INC | 0.18% | 1,622,330 | -69,505 | -4.11% | Dec 31, 2023 |
| SPDR S&P 500 ETF TRUST | 0.17% | 6,881,574 | 1,093,574 | 18.89% | Dec 31, 2023 |
| Index Funds | 0.17% | 1,463 | -1,027 | -41.24% | Dec 31, 2023 |
| VANGUARD FENWAY FUNDS | 0.15% | 3,954,549 | - | - | Dec 31, 2023 |
| Transparent Value Trust | 0.15% | 2,372 | 13 | 0.55% | Dec 31, 2023 |
| T. Rowe Price Value Fund, Inc. | 0.15% | 1,178,265 | - | - | Dec 31, 2023 |
| Total Fund Solution | 0.15% | 52,920 | -1,760 | -3.22% | Dec 31, 2023 |
| T. Rowe Price Real Assets Fund, Inc. | 0.14% | 1,678,063 | -58,246 | -3.35% | Dec 31, 2023 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.14% | 4,037,297 | 212,324 | 5.55% | Dec 31, 2023 |
| Engine No. 1 ETF Trust | 0.13% | 7,986 | 328 | 4.28% | Jan 31, 2024 |
| Natixis Funds Trust IV | 0.13% | 41,040 | 23,040 | 128.00% | Jan 31, 2024 |
| DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO | 0.13% | 21,749 | 1,056 | 5.10% | Dec 31, 2023 |
| T. Rowe Price U.S. Equity Research Fund, Inc. | 0.13% | 199,332 | -15,878 | -7.38% | Dec 31, 2023 |
| FIDELITY DEVONSHIRE TRUST | 0.13% | 1,344,916 | -137,255 | -9.26% | Jan 31, 2024 |
| DEUTSCHE DWS MARKET TRUST | 0.12% | 630,700 | - | - | Jan 31, 2024 |
| VANGUARD QUANTITATIVE FUNDS | 0.12% | 1,039,702 | 622,510 | 149.21% | Dec 31, 2023 |
| VANGUARD INDEX FUNDS | 0.12% | 53,142,694 | 4,133,549 | 8.43% | Dec 31, 2023 |
| Cohen & Steers Real Estate Opportunities & Income Fund | 0.11% | 250,852 | -1,483 | -0.59% | Dec 31, 2023 |
| CULLEN FUNDS TRUST | 0.10% | 234,120 | - | - | Dec 31, 2023 |
| SELECT SECTOR SPDR TRUST | 0.10% | 3,129,970 | 650,019 | 26.21% | Dec 31, 2023 |
| Monteagle Funds | 0.10% | 4,000 | - | - | Feb 29, 2024 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.09% | 220,000 | - | - | Dec 31, 2023 |
| Global Beta ETF Trust | 0.09% | 239 | - | - | May 31, 2022 |
| AMERICAN CENTURY INVESTMENT TRUST | 0.09% | 12,040,000 | - | - | Dec 31, 2023 |
| Trust for Advised Portfolios | 0.09% | 1,725,000 | - | - | Dec 31, 2023 |
| T. Rowe Price Equity Income Fund, Inc. | 0.08% | 345,000 | -35,000 | -9.21% | Dec 31, 2023 |
| FIDELITY CAPITAL TRUST | 0.08% | 871,100 | -62,300 | -6.67% | Jan 31, 2024 |
| Nuveen S&P 500 BuyWrite Income Fund | 0.08% | 59,317 | - | - | Dec 31, 2023 |
| John Hancock Funds III | 0.07% | 1,279,750 | -766,278 | -37.45% | Dec 31, 2023 |
| SCHWAB ANNUITY PORTFOLIOS | 0.07% | 26,264 | 2,007 | 8.27% | Dec 31, 2023 |
| Tekla Healthcare Opportunities Fund | 0.07% | 161,599 | - | - | Dec 31, 2023 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS II INC | 0.07% | 600,000 | - | - | Dec 31, 2023 |
| DAVIS VARIABLE ACCOUNT FUND INC | 0.07% | 3,680 | -490 | -11.75% | Dec 31, 2023 |
| COHEN & STEERS REIT & PREFERRED & INCOME FUND INC | 0.06% | 614,859 | -8,675 | -1.39% | Dec 31, 2023 |
| Forward Funds | 0.06% | 125,000 | - | - | Sep 30, 2022 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.06% | 13,840 | 536 | 4.03% | Dec 31, 2023 |
| Cohen & Steers Global Income Builder, Inc | 0.06% | 15,136 | 15,136 | - | Sep 30, 2019 |
| CBRE GLOBAL REAL ESTATE INCOME FUND | 0.06% | 64,442 | -309,902 | -82.79% | Dec 29, 2023 |
| AMERICAN CENTURY GOVERNMENT INCOME TRUST | 0.06% | 2,720,000 | - | - | Dec 31, 2023 |
| BNY MELLON STOCK INDEX FUND, INC. | 0.06% | 39,394 | -1,031 | -2.55% | Mar 31, 2024 |
| Guggenheim Enhanced Equity Income Fund | 0.06% | 9,756 | -702 | -6.71% | Sep 30, 2021 |
| VARIABLE INSURANCE PRODUCTS FUND IV | 0.06% | 146,400 | -7,300 | -4.75% | Dec 31, 2023 |
| DAVIS SERIES INC | 0.05% | 61,310 | -8,380 | -12.02% | Dec 31, 2023 |
| UNDISCOVERED MANAGERS FUNDS | 0.05% | 390,310 | - | - | Dec 31, 2023 |
| Nuveen Core Equity Alpha Fund | 0.05% | 1,209 | - | - | Dec 31, 2023 |
| BARON SELECT FUNDS | 0.05% | 604,911 | 45,139 | 8.06% | Dec 31, 2023 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.05% | 120,000 | - | - | Dec 31, 2023 |
| AMERICAN CENTURY INVESTMENT TRUST | 0.05% | 6,390,000 | - | - | Dec 31, 2023 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.04% | 8,379 | - | - | Dec 29, 2023 |
| Cohen & Steers Real Assets Fund, Inc. | 0.04% | 149,414 | -6,314 | -4.05% | Dec 31, 2023 |
| SSGA FUNDS | 0.04% | 18,181 | 1,200 | 7.07% | Feb 29, 2024 |
| ALGER INSTITUTIONAL FUNDS | 0.04% | 10,674 | - | - | Jan 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.04% | 8,442,084 | 204,313 | 2.48% | Feb 29, 2024 |
| BLACKROCK MID-CAP VALUE SERIES, INC. | 0.04% | 48,362 | - | - | Jan 31, 2024 |
Welltower's largest mutual fund holder by % of total assets is "COHEN & STEERS REALTY SHARES INC", owning 4.87M shares, compromising 3.71% of its total assets.
Welltower Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 31 Mar, 24 | 588 | -36.71% |
| 31 Dec, 23 | 929 | 11.66% |
| 30 Sep, 23 | 832 | 1.46% |
| 30 Jun, 23 | 820 | 6.91% |
| 31 Mar, 23 | 767 | -5.43% |
| 31 Dec, 22 | 811 | 3.05% |
| 30 Sep, 22 | 787 | -4.26% |
| 30 Jun, 22 | 822 | -3.52% |
| 31 Mar, 22 | 852 | 3.90% |
| 31 Dec, 21 | 820 | 6.36% |
| 30 Sep, 21 | 771 | 0.92% |
| 30 Jun, 21 | 764 | 2.96% |
| 31 Mar, 21 | 742 | -0.67% |
| 31 Dec, 20 | 747 | 4.33% |
| 30 Sep, 20 | 716 | -4.53% |
| 30 Jun, 20 | 750 | -2.34% |
| 31 Mar, 20 | 768 | -11.93% |
| 31 Dec, 19 | 872 | 4.18% |
| 30 Sep, 19 | 837 | 0.48% |
| 30 Jun, 19 | 833 | - |
| 31 Mar, 19 | 833 | 7.48% |
| 31 Dec, 18 | 775 | 4.73% |
| 30 Sep, 18 | 740 | -0.27% |
| 30 Jun, 18 | 742 | -1.20% |
| 31 Mar, 18 | 751 | -3.84% |
| 31 Dec, 17 | 781 | 8.17% |
| 30 Sep, 17 | 722 | -1.63% |
| 30 Jun, 17 | 734 | 1.66% |
| 31 Mar, 17 | 722 | 1.55% |
| 31 Dec, 16 | 711 | 1.72% |
| 30 Sep, 16 | 699 | 2.34% |
| 30 Jun, 16 | 683 | 6.39% |
| 31 Mar, 16 | 642 | 1.42% |
| 31 Dec, 15 | 633 | 13.64% |
| 30 Sep, 15 | 557 | - |
| 31 Mar, 15 | 2 | - |
| 30 Jun, 10 | 1 | - |
As of 31 Mar 24, 588 institutions are holding Welltower's shares, representing a decrease of -36.71% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 31 Mar, 24 | 253,198,688 | -52.90% |
| 31 Dec, 23 | 537,550,819 | 10.98% |
| 30 Sep, 23 | 484,357,428 | 2.06% |
| 30 Jun, 23 | 474,582,240 | 2.53% |
| 31 Mar, 23 | 462,883,291 | -1.54% |
| 31 Dec, 22 | 470,110,407 | 1.53% |
| 30 Sep, 22 | 463,044,021 | 2.15% |
| 30 Jun, 22 | 453,307,986 | 3.09% |
| 31 Mar, 22 | 439,699,667 | 3.40% |
| 31 Dec, 21 | 425,245,781 | 4.51% |
| 30 Sep, 21 | 406,907,565 | 1.46% |
| 30 Jun, 21 | 401,045,629 | 5.04% |
| 31 Mar, 21 | 381,818,705 | 1.12% |
| 31 Dec, 20 | 377,590,328 | -0.67% |
| 30 Sep, 20 | 380,147,999 | 1.22% |
| 30 Jun, 20 | 375,569,956 | 1.24% |
| 31 Mar, 20 | 370,976,233 | 0.25% |
| 31 Dec, 19 | 370,049,304 | 1.99% |
| 30 Sep, 19 | 362,826,249 | -0.30% |
| 30 Jun, 19 | 363,929,798 | 2.73% |
| 31 Mar, 19 | 354,250,365 | 5.20% |
| 31 Dec, 18 | 336,740,335 | 0.97% |
| 30 Sep, 18 | 333,508,181 | 5.23% |
| 30 Jun, 18 | 316,942,011 | 1.03% |
| 31 Mar, 18 | 313,700,554 | -2.04% |
| 31 Dec, 17 | 320,237,867 | -0.87% |
| 30 Sep, 17 | 323,033,888 | 1.03% |
| 30 Jun, 17 | 319,725,999 | 0.37% |
| 31 Mar, 17 | 318,560,570 | 1.56% |
| 31 Dec, 16 | 313,679,231 | 0.22% |
| 30 Sep, 16 | 313,002,278 | -1.25% |
| 30 Jun, 16 | 316,967,106 | -1.14% |
| 31 Mar, 16 | 320,626,568 | 0.40% |
| 31 Dec, 15 | 319,343,281 | 11.44% |
| 30 Sep, 15 | 286,554,787 | - |
| 31 Mar, 15 | 5,890 | - |
| 30 Jun, 10 | 695 | - |
Welltower (WELL) has 253.20M shares outstanding as of 31 Mar 24, down -52.90% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 31 Mar, 24 | 46.13% | 0.48% |
| 31 Dec, 23 | 97.93% | 1.04% |
| 30 Sep, 23 | 97.06% | 1.04% |
| 30 Jun, 23 | 96.45% | 1.09% |
| 31 Mar, 23 | 94.07% | 0.91% |
| 31 Dec, 22 | 101.71% | 1.02% |
| 30 Sep, 22 | 99.93% | 1.00% |
| 30 Jun, 22 | 99.78% | 1.03% |
| 31 Mar, 22 | 98.28% | 1.04% |
| 31 Dec, 21 | 97.33% | 1.08% |
| 30 Sep, 21 | 95.06% | 1.03% |
| 30 Jun, 21 | 96.07% | 1.15% |
| 31 Mar, 21 | 91.51% | 1.12% |
| 31 Dec, 20 | 90.52% | 1.09% |
| 30 Sep, 20 | 91.16% | 1.12% |
| 30 Jun, 20 | 90.05% | 1.10% |
| 31 Mar, 20 | 90.41% | 1.09% |
| 31 Dec, 19 | 91.15% | 1.14% |
| 30 Sep, 19 | 89.58% | 1.11% |
| 30 Jun, 19 | 89.95% | 1.10% |
| 31 Mar, 19 | 90.49% | 1.14% |
| 31 Dec, 18 | 89.03% | 1.11% |
| 30 Sep, 18 | 89.41% | 1.23% |
| 30 Jun, 18 | 85.28% | 1.20% |
| 31 Mar, 18 | 84.46% | 1.13% |
| 31 Dec, 17 | 86.44% | 1.13% |
| 30 Sep, 17 | 87.52% | 1.15% |
| 30 Jun, 17 | 87.23% | 1.13% |
| 31 Mar, 17 | 87.87% | 1.17% |
| 31 Dec, 16 | 86.63% | 1.14% |
| 30 Sep, 16 | 87.20% | 1.10% |
| 30 Jun, 16 | 88.87% | 1.09% |
| 31 Mar, 16 | 90.30% | 1.12% |
| 31 Dec, 15 | 89.94% | 1.36% |
| 30 Sep, 15 | 81.46% | - |
| 31 Mar, 15 | 0.00% | - |
| 30 Jun, 10 | 0.00% | - |
As of 31 Mar 24, Welltower is held by 46.13% institutional shareholders, representing a 0.48% growth compared to 31 Dec 23.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 31 Mar, 24 | 274 | -46.69% |
| 31 Dec, 23 | 514 | 30.46% |
| 30 Sep, 23 | 394 | 5.07% |
| 30 Jun, 23 | 375 | 10.62% |
| 31 Mar, 23 | 339 | -13.52% |
| 31 Dec, 22 | 392 | 3.98% |
| 30 Sep, 22 | 377 | -2.33% |
| 30 Jun, 22 | 386 | -5.85% |
| 31 Mar, 22 | 410 | -1.44% |
| 31 Dec, 21 | 416 | 18.86% |
| 30 Sep, 21 | 350 | -0.85% |
| 30 Jun, 21 | 353 | 5.37% |
| 31 Mar, 21 | 335 | 1.82% |
| 31 Dec, 20 | 329 | 15.85% |
| 30 Sep, 20 | 284 | -9.84% |
| 30 Jun, 20 | 315 | -10.00% |
| 31 Mar, 20 | 350 | -20.09% |
| 31 Dec, 19 | 438 | 12.89% |
| 30 Sep, 19 | 388 | -4.20% |
| 30 Jun, 19 | 405 | -8.16% |
| 31 Mar, 19 | 441 | 29.33% |
| 31 Dec, 18 | 341 | 12.54% |
| 30 Sep, 18 | 303 | -6.48% |
| 30 Jun, 18 | 324 | -11.48% |
| 31 Mar, 18 | 366 | -5.43% |
| 31 Dec, 17 | 387 | 11.21% |
| 30 Sep, 17 | 348 | 6.75% |
| 30 Jun, 17 | 326 | -13.30% |
| 31 Mar, 17 | 376 | 4.44% |
| 31 Dec, 16 | 360 | 4.35% |
| 30 Sep, 16 | 345 | -4.96% |
| 30 Jun, 16 | 363 | 15.97% |
| 31 Mar, 16 | 313 | -11.83% |
| 31 Dec, 15 | 355 | -34.50% |
| 30 Sep, 15 | 542 | - |
| 31 Mar, 15 | 2 | - |
| 30 Jun, 10 | 1 | - |
274 institutional shareholders have increased their position in WELL stock as of 31 Mar 24 compared to 514 in the previous quarter (a -46.69% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 31 Mar, 24 | 187 | -26.67% |
| 31 Dec, 23 | 255 | 3.24% |
| 30 Sep, 23 | 247 | -1.98% |
| 30 Jun, 23 | 252 | -1.95% |
| 31 Mar, 23 | 257 | -4.10% |
| 31 Dec, 22 | 268 | 14.53% |
| 30 Sep, 22 | 234 | -7.14% |
| 30 Jun, 22 | 252 | -9.35% |
| 31 Mar, 22 | 278 | 8.59% |
| 31 Dec, 21 | 256 | 1.99% |
| 30 Sep, 21 | 251 | -4.56% |
| 30 Jun, 21 | 263 | -0.38% |
| 31 Mar, 21 | 264 | -10.81% |
| 31 Dec, 20 | 296 | -1.00% |
| 30 Sep, 20 | 299 | -5.97% |
| 30 Jun, 20 | 318 | 8.16% |
| 31 Mar, 20 | 294 | 5.00% |
| 31 Dec, 19 | 280 | -9.39% |
| 30 Sep, 19 | 309 | 8.42% |
| 30 Jun, 19 | 285 | 4.78% |
| 31 Mar, 19 | 272 | -10.53% |
| 31 Dec, 18 | 304 | -2.88% |
| 30 Sep, 18 | 313 | 7.93% |
| 30 Jun, 18 | 290 | 5.45% |
| 31 Mar, 18 | 275 | 0.36% |
| 31 Dec, 17 | 274 | 10.93% |
| 30 Sep, 17 | 247 | -6.44% |
| 30 Jun, 17 | 264 | 11.86% |
| 31 Mar, 17 | 236 | 3.51% |
| 31 Dec, 16 | 228 | 0.88% |
| 30 Sep, 16 | 226 | 8.65% |
| 30 Jun, 16 | 208 | -10.73% |
| 31 Mar, 16 | 233 | 17.09% |
| 31 Dec, 15 | 199 | - |
| 30 Sep, 15 | - | - |
| 31 Mar, 15 | - | - |
| 30 Jun, 10 | - | - |
187 institutional shareholders have reduced their position in WELL stock as of 31 Mar 24 compared to 255 in the previous quarter (a -26.67% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 31 Mar, 24 | 588 | -36.71% | 253,198,688 | -52.90% | 46.13% | 0.48% | 274 | -46.69% | 187 | -26.67% |
| 31 Dec, 23 | 929 | 11.66% | 537,550,819 | 10.98% | 97.93% | 1.04% | 514 | 30.46% | 255 | 3.24% |
| 30 Sep, 23 | 832 | 1.46% | 484,357,428 | 2.06% | 97.06% | 1.04% | 394 | 5.07% | 247 | -1.98% |
| 30 Jun, 23 | 820 | 6.91% | 474,582,240 | 2.53% | 96.45% | 1.09% | 375 | 10.62% | 252 | -1.95% |
| 31 Mar, 23 | 767 | -5.43% | 462,883,291 | -1.54% | 94.07% | 0.91% | 339 | -13.52% | 257 | -4.10% |
| 31 Dec, 22 | 811 | 3.05% | 470,110,407 | 1.53% | 101.71% | 1.02% | 392 | 3.98% | 268 | 14.53% |
| 30 Sep, 22 | 787 | -4.26% | 463,044,021 | 2.15% | 99.93% | 1.00% | 377 | -2.33% | 234 | -7.14% |
| 30 Jun, 22 | 822 | -3.52% | 453,307,986 | 3.09% | 99.78% | 1.03% | 386 | -5.85% | 252 | -9.35% |
| 31 Mar, 22 | 852 | 3.90% | 439,699,667 | 3.40% | 98.28% | 1.04% | 410 | -1.44% | 278 | 8.59% |
| 31 Dec, 21 | 820 | 6.36% | 425,245,781 | 4.51% | 97.33% | 1.08% | 416 | 18.86% | 256 | 1.99% |
| 30 Sep, 21 | 771 | 0.92% | 406,907,565 | 1.46% | 95.06% | 1.03% | 350 | -0.85% | 251 | -4.56% |
| 30 Jun, 21 | 764 | 2.96% | 401,045,629 | 5.04% | 96.07% | 1.15% | 353 | 5.37% | 263 | -0.38% |
| 31 Mar, 21 | 742 | -0.67% | 381,818,705 | 1.12% | 91.51% | 1.12% | 335 | 1.82% | 264 | -10.81% |
| 31 Dec, 20 | 747 | 4.33% | 377,590,328 | -0.67% | 90.52% | 1.09% | 329 | 15.85% | 296 | -1.00% |
| 30 Sep, 20 | 716 | -4.53% | 380,147,999 | 1.22% | 91.16% | 1.12% | 284 | -9.84% | 299 | -5.97% |
| 30 Jun, 20 | 750 | -2.34% | 375,569,956 | 1.24% | 90.05% | 1.10% | 315 | -10.00% | 318 | 8.16% |
| 31 Mar, 20 | 768 | -11.93% | 370,976,233 | 0.25% | 90.41% | 1.09% | 350 | -20.09% | 294 | 5.00% |
| 31 Dec, 19 | 872 | 4.18% | 370,049,304 | 1.99% | 91.15% | 1.14% | 438 | 12.89% | 280 | -9.39% |
| 30 Sep, 19 | 837 | 0.48% | 362,826,249 | -0.30% | 89.58% | 1.11% | 388 | -4.20% | 309 | 8.42% |
| 30 Jun, 19 | 833 | - | 363,929,798 | 2.73% | 89.95% | 1.10% | 405 | -8.16% | 285 | 4.78% |
| 31 Mar, 19 | 833 | 7.48% | 354,250,365 | 5.20% | 90.49% | 1.14% | 441 | 29.33% | 272 | -10.53% |
| 31 Dec, 18 | 775 | 4.73% | 336,740,335 | 0.97% | 89.03% | 1.11% | 341 | 12.54% | 304 | -2.88% |
| 30 Sep, 18 | 740 | -0.27% | 333,508,181 | 5.23% | 89.41% | 1.23% | 303 | -6.48% | 313 | 7.93% |
| 30 Jun, 18 | 742 | -1.20% | 316,942,011 | 1.03% | 85.28% | 1.20% | 324 | -11.48% | 290 | 5.45% |
| 31 Mar, 18 | 751 | -3.84% | 313,700,554 | -2.04% | 84.46% | 1.13% | 366 | -5.43% | 275 | 0.36% |
| 31 Dec, 17 | 781 | 8.17% | 320,237,867 | -0.87% | 86.44% | 1.13% | 387 | 11.21% | 274 | 10.93% |
| 30 Sep, 17 | 722 | -1.63% | 323,033,888 | 1.03% | 87.52% | 1.15% | 348 | 6.75% | 247 | -6.44% |
| 30 Jun, 17 | 734 | 1.66% | 319,725,999 | 0.37% | 87.23% | 1.13% | 326 | -13.30% | 264 | 11.86% |
| 31 Mar, 17 | 722 | 1.55% | 318,560,570 | 1.56% | 87.87% | 1.17% | 376 | 4.44% | 236 | 3.51% |
| 31 Dec, 16 | 711 | 1.72% | 313,679,231 | 0.22% | 86.63% | 1.14% | 360 | 4.35% | 228 | 0.88% |
| 30 Sep, 16 | 699 | 2.34% | 313,002,278 | -1.25% | 87.20% | 1.10% | 345 | -4.96% | 226 | 8.65% |
| 30 Jun, 16 | 683 | 6.39% | 316,967,106 | -1.14% | 88.87% | 1.09% | 363 | 15.97% | 208 | -10.73% |
| 31 Mar, 16 | 642 | 1.42% | 320,626,568 | 0.40% | 90.30% | 1.12% | 313 | -11.83% | 233 | 17.09% |
| 31 Dec, 15 | 633 | 13.64% | 319,343,281 | 11.44% | 89.94% | 1.36% | 355 | -34.50% | 199 | - |
| 30 Sep, 15 | 557 | - | 286,554,787 | - | 81.46% | - | 542 | - | - | - |
| 31 Mar, 15 | 2 | - | 5,890 | - | 0.00% | - | 2 | - | - | - |
| 30 Jun, 10 | 1 | - | 695 | - | 0.00% | - | 1 | - | - | - |
Welltower Insider Shareholders Trades
Open Market Insider Trades
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Welltower's stock was made by Mcqueen Matthew Grant on May 01 2024, selling 500 shares at - per share (valued at -).
Welltower Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | - | 1 | - |
| Q1 2024 | 34 | 5 | 680.00% |
| Q4 2023 | 11 | 2 | 550.00% |
| Q3 2023 | 4 | - | - |
| Q2 2023 | 8 | 2 | 400.00% |
| Q1 2023 | 61 | 17 | 358.82% |
| Q4 2022 | 10 | - | - |
| Q3 2022 | 5 | - | - |
| Q2 2022 | 9 | - | - |
| Q1 2022 | 26 | 18 | 144.44% |
| Q4 2021 | 3 | - | - |
| Q3 2021 | 1 | 2 | 50.00% |
| Q2 2021 | 14 | 2 | 700.00% |
| Q1 2021 | 24 | 17 | 141.18% |
| Q4 2020 | 10 | 9 | 111.11% |
| Q3 2020 | 1 | 1 | 100.00% |
| Q2 2020 | 5 | - | - |
| Q1 2020 | 18 | 19 | 94.74% |
| Q4 2019 | 11 | 12 | 91.67% |
| Q3 2019 | 1 | 3 | 33.33% |
0 total buy trades, and 1 total sell trades (buy/sell ratio of 0.00%) were made by Welltower's insiders, as of Q2 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | - | - | - |
| Q1 2024 | - | - | - |
| Q4 2023 | - | - | - |
| Q3 2023 | - | - | - |
| Q2 2023 | - | - | - |
| Q1 2023 | - | - | - |
| Q4 2022 | - | - | - |
| Q3 2022 | - | - | - |
| Q2 2022 | - | - | - |
| Q1 2022 | - | - | - |
| Q4 2021 | - | - | - |
| Q3 2021 | - | - | - |
| Q2 2021 | - | - | - |
| Q1 2021 | - | - | - |
| Q4 2020 | 1 | - | - |
| Q3 2020 | - | - | - |
| Q2 2020 | - | - | - |
| Q1 2020 | - | - | - |
| Q4 2019 | - | - | - |
| Q3 2019 | - | - | - |
As of Q2 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Welltower's stocks.
WELL Ownership FAQ
Who Owns Welltower?
Welltower is owned by institutional shareholders (46.13%), insiders (0.09%), and public (53.78%). The largest institutional shareholder of Welltower is VANGUARD GROUP INC (16.25% of total shares) and the top mutual fund owner is COHEN & STEERS REALTY SHARES INC (3.71% of total shares).
Who are the major institutional shareholders of Welltower?
Welltower's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., COHEN & STEERS, INC., STATE STREET CORP, and CAPITAL INTERNATIONAL INVESTORS. The top five shareholders own together 45.66% of the company's share outstanding.
How many Welltower shareholders are there?
As of Mar 2024, there are 588 institutional shareholders of Welltower.
What percentage of Welltower is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 89.19M shares of Welltower, representing 16.25% of the company's total shares outstanding, valued at $8.33B (as of Mar 2024).
What percentage of Welltower is owned by BLACKROCK INC?
As of Mar 2024, BLACKROCK INC holds 59.13M shares of Welltower (WELL), compromising 10.77% of the company, valued at $5.53B.
What percentage of Welltower is owned by COHEN & STEERS, INC?
COHEN & STEERS, INC is the third largest holder of Welltower. The company owns 39.53M of the company's shares outstanding (worth $3.69B).