Welltower Ownership 2024 | Who Owns Welltower Now?
Institutional Ownership
85.42%
Insider Ownership
0.09%
Retail Ownership
14.48%
Institutional Holders
857.00
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 | 16.44% | 0.19% | 94,377,394 | 5,189,510 | 5.82% | 9,838,843,326 | Jun 30, 2024 |
| BLACKROCK INC. | 10.27% | 0.14% | 58,975,979 | -158,580 | -0.27% | 6,148,245,799 | Jun 30, 2024 |
| COHEN & STEERS, INC. | 6.78% | 8.50% | 38,916,093 | -617,035 | -1.56% | 4,056,759,000 | Jun 30, 2024 |
| CAPITAL INTERNATIONAL INVESTORS | 6.26% | 0.77% | 35,945,382 | 6,709,056 | 22.95% | 3,747,015,812 | Jun 30, 2024 |
| STATE STREET CORP | 6.20% | 0.16% | 35,613,042 | 2,064,299 | 6.15% | 3,712,659,629,000 | Jun 30, 2024 |
| NORGES BANK | 5.73% | 0.51% | 32,912,525 | 32,912,525 | 100.00% | 3,431,130,731 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 3.11% | 0.16% | 17,850,017 | 1,646,983 | 10.16% | 1,860,864,271 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 2.94% | 0.31% | 16,888,514 | 247,952 | 1.49% | 1,760,627,584 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.28% | 0.12% | 13,090,925 | -690,079 | -5.01% | 1,362,817,415 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 2.23% | 0.11% | 12,825,588 | 6,579,832 | 105.35% | 1,337,067,672 | Jun 30, 2024 |
| PRINCIPAL FINANCIAL GROUP INC | 2.17% | 0.77% | 12,439,176 | -19,449 | -0.16% | 1,296,788,111,000 | Jun 30, 2024 |
| FMR LLC | 1.82% | 0.07% | 10,450,719 | -1,038,104 | -9.04% | 1,089,487,426 | Jun 30, 2024 |
| LEGAL & GENERAL GROUP PLC | 1.46% | 0.20% | 8,369,780 | 12,424 | 0.15% | 872,551,143 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 1.36% | 0.21% | 7,814,741 | 62,942 | 0.81% | 814,677,975 | Jun 30, 2024 |
| MORGAN STANLEY | 1.28% | 0.06% | 7,365,916 | -21,632 | -0.29% | 767,897,006 | Jun 30, 2024 |
| DAIWA SECURITIES GROUP INC. | 1.26% | 4.00% | 7,218,284 | -719,591 | -9.07% | 752,507,000 | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1.20% | 0.09% | 6,876,954 | 177,273 | 2.65% | 716,925,000 | Jun 30, 2024 |
| INVESCO LTD. | 1.20% | 0.15% | 6,875,878 | -369,682 | -5.10% | 716,810,209 | Jun 30, 2024 |
| RESOLUTION CAPITAL LTD | 1.19% | 13.37% | 6,818,568 | -37,801 | -0.55% | 710,835,714 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.05% | 0.12% | 6,019,881 | 11,362 | 0.19% | 627,572,593 | Jun 30, 2024 |
Welltower's largest institutional shareholder is VANGUARD GROUP INC, holding 16.44% of the company's total share outstanding, currently valued at $9.84B. The top 10 institutional shareholders own together 62.26% 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 | 1.19% | 13.37% | 6,818,568 | -37,801 | -0.55% | 710,835,714 | Jun 30, 2024 |
| FLAT FOOTED LLC | 0.17% | 9.71% | 989,600 | 989,600 | 100.00% | 103,165,800 | Jun 30, 2024 |
| ADELANTE CAPITAL MANAGEMENT LLC | 0.20% | 9.51% | 1,154,620 | -160,112 | -12.18% | 120,369,000 | Jun 30, 2024 |
| B&I CAPITAL AG | 0.04% | 8.53% | 255,750 | -28,500 | -10.03% | 26,661,938 | Jun 30, 2024 |
| COHEN & STEERS, INC. | 6.78% | 8.50% | 38,916,093 | -617,035 | -1.56% | 4,056,759,000 | Jun 30, 2024 |
| VERT ASSET MANAGEMENT LLC | 0.03% | 7.46% | 179,633 | -3,420 | -1.87% | 18,726,740 | Jun 30, 2024 |
| AEW CAPITAL MANAGEMENT L P | 0.24% | 6.82% | 1,352,096 | 61,880 | 4.80% | 140,956,008 | Jun 30, 2024 |
| HEITMAN REAL ESTATE SECURITIES LLC | 0.18% | 6.79% | 1,029,567 | -370,838 | -26.48% | 107,332,360 | Jun 30, 2024 |
| HAZELVIEW SECURITIES INC. | 0.06% | 6.48% | 325,502 | 90,851 | 38.72% | 34,291,636 | Jun 30, 2024 |
| ZIMMER PARTNERS, LP | 0.58% | 6.38% | 3,316,750 | - | - | 345,771,188 | Jun 30, 2024 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | 0.92% | 5.95% | 5,277,715 | -51,533 | -0.97% | 550,201,790 | Jun 30, 2024 |
| LIVELSBERGER FINANCIAL ADVISORY | 0.00% | 5.72% | 3,678 | 15 | 0.41% | 383,356 | Jun 30, 2024 |
| GSI CAPITAL ADVISORS LLC | 0.01% | 5.04% | 81,916 | 8,827 | 12.08% | 8,539,743 | Jun 30, 2024 |
| WINDLE WEALTH, LLC | 0.01% | 4.38% | 68,859 | -2,817 | -3.93% | 7,178,535 | Jun 30, 2024 |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC | 0.16% | 4.20% | 940,518 | 234,123 | 33.14% | 98,049,002 | Jun 30, 2024 |
| DAIWA SECURITIES GROUP INC. | 1.26% | 4.00% | 7,218,284 | -719,591 | -9.07% | 752,507,000 | Jun 30, 2024 |
| GRS ADVISORS, LLC | 0.06% | 3.96% | 329,389 | 38,425 | 13.21% | 34,338,805 | Jun 30, 2024 |
| GARLAND CAPITAL MANAGEMENT INC | 0.01% | 3.76% | 51,088 | -753 | -1.45% | 5,325,924 | Jun 30, 2024 |
| UNIPLAN INVESTMENT COUNSEL, INC. | 0.07% | 3.63% | 382,867 | -71,100 | -15.66% | 39,913,000 | Jun 30, 2024 |
| CORDA INVESTMENT MANAGEMENT, LLC. | 0.07% | 3.62% | 427,245 | -13,168 | -2.99% | 44,540,330 | Jun 30, 2024 |
The largest Welltower shareholder by % of total assets is RESOLUTION CAPITAL LTD. The company owns 6.82M shares of Welltower (WELL), representing 13.37% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 5.73% | 0.51% | 32,912,525 | 32,912,525 | 100.00% | 3,431,130,731 | Jun 30, 2024 |
| CAPITAL INTERNATIONAL INVESTORS | 6.26% | 0.77% | 35,945,382 | 6,709,056 | 22.95% | 3,747,015,812 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 2.23% | 0.11% | 12,825,588 | 6,579,832 | 105.35% | 1,337,067,672 | Jun 30, 2024 |
| VANGUARD GROUP INC | 16.44% | 0.19% | 94,377,394 | 5,189,510 | 5.82% | 9,838,843,326 | Jun 30, 2024 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 0.43% | 3.25% | 2,445,827 | 2,445,827 | 100.00% | 254,977,465 | Jun 30, 2024 |
| DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 0.39% | 0.24% | 2,255,573 | 2,152,015 | 2078.08% | 235,143,485 | Jun 30, 2024 |
| STATE STREET CORP | 6.20% | 0.16% | 35,613,042 | 2,064,299 | 6.15% | 3,712,659,629,000 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 3.11% | 0.16% | 17,850,017 | 1,646,983 | 10.16% | 1,860,864,271 | Jun 30, 2024 |
| FLAT FOOTED LLC | 0.17% | 9.71% | 989,600 | 989,600 | 100.00% | 103,165,800 | Jun 30, 2024 |
| CAPITAL RESEARCH GLOBAL INVESTORS | 0.11% | 0.01% | 652,246 | 652,246 | 100.00% | 67,996,646 | Jun 30, 2024 |
| KEYBANK NATIONAL ASSOCIATION/OH | 0.11% | 0.26% | 603,781 | 497,566 | 468.45% | 62,944,215 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.68% | 0.07% | 3,904,505 | 444,803 | 12.86% | 407,044,636 | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | 0.08% | 0.25% | 466,340 | 425,661 | 1046.39% | 48,615,945 | Jun 30, 2024 |
| CANADA PENSION PLAN INVESTMENT BOARD | 0.37% | 0.22% | 2,112,452 | 417,046 | 24.60% | 220,223,121 | Jun 30, 2024 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 0.25% | 0.17% | 1,453,686 | 390,054 | 36.67% | 151,546,766 | Jun 30, 2024 |
| NEW YORK STATE COMMON RETIREMENT FUND | 0.13% | 0.10% | 758,165 | 375,734 | 98.25% | 79,039,000 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.35% | 0.33% | 2,020,403 | 289,128 | 16.70% | 210,627,013 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.99% | 0.10% | 5,707,187 | 278,244 | 5.13% | 594,974,246,000 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 2.94% | 0.31% | 16,888,514 | 247,952 | 1.49% | 1,760,627,584 | Jun 30, 2024 |
| BRAUN STACEY ASSOCIATES INC | 0.04% | 0.98% | 241,582 | 241,582 | 100.00% | 25,185,000 | Jun 30, 2024 |
As of Jun 30 2024, Welltower's largest institutional buyer is NORGES BANK. The company purchased 32.91M stocks of WELL, valued at $3.43B.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| UBS ASSET MANAGEMENT AMERICAS INC | 0.16% | 0.03% | 937,715 | -4,930,463 | -84.02% | 97,756,789 | Jun 30, 2024 |
| MARSHALL WACE, LLP | 0.15% | 0.12% | 843,417 | -1,325,928 | -61.12% | 87,926,224 | Jun 30, 2024 |
| BOSTON PARTNERS | - | - | - | -1,314,479 | -100.00% | - | Jun 30, 2024 |
| FMR LLC | 1.82% | 0.07% | 10,450,719 | -1,038,104 | -9.04% | 1,089,487,426 | Jun 30, 2024 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 0.33% | 3.57% | 1,869,543 | -958,719 | -33.90% | 194,899,858 | Jun 30, 2024 |
| DAIWA SECURITIES GROUP INC. | 1.26% | 4.00% | 7,218,284 | -719,591 | -9.07% | 752,507,000 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.28% | 0.12% | 13,090,925 | -690,079 | -5.01% | 1,362,817,415 | Jun 30, 2024 |
| COHEN & STEERS, INC. | 6.78% | 8.50% | 38,916,093 | -617,035 | -1.56% | 4,056,759,000 | Jun 30, 2024 |
| BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 0.03% | 0.05% | 186,974 | -596,246 | -76.13% | 19,492,000 | Jun 30, 2024 |
| BNP PARIBAS ARBITRAGE, SNC | 0.09% | 0.04% | 497,547 | -527,138 | -51.44% | 51,869,275 | Jun 30, 2024 |
| HEITMAN REAL ESTATE SECURITIES LLC | 0.18% | 6.79% | 1,029,567 | -370,838 | -26.48% | 107,332,360 | Jun 30, 2024 |
| INVESCO LTD. | 1.20% | 0.15% | 6,875,878 | -369,682 | -5.10% | 716,810,209 | Jun 30, 2024 |
| UBS GROUP AG | 0.20% | 0.03% | 1,153,645 | -358,067 | -23.69% | 120,267,492 | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.01% | 0.03% | 39,074 | -324,442 | -89.25% | 4,073,000 | Jun 30, 2024 |
| ING GROEP NV | - | - | - | -313,817 | -100.00% | - | Jun 30, 2024 |
| HSBC HOLDINGS PLC | 0.26% | 0.10% | 1,500,122 | -300,364 | -16.68% | 156,444,378 | Jun 30, 2024 |
| JANUS HENDERSON GROUP PLC | 0.20% | 0.06% | 1,136,439 | -273,005 | -19.37% | 118,563,754 | Jun 30, 2024 |
| RUSSELL INVESTMENTS GROUP, LTD. | 0.73% | 0.70% | 4,179,262 | -254,554 | -5.74% | 435,435,950 | Jun 30, 2024 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 0.02% | 0.04% | 131,000 | -240,855 | -64.77% | 13,656,750 | Jun 30, 2024 |
| PRUDENTIAL FINANCIAL INC | 0.45% | 0.40% | 2,566,779 | -229,186 | -8.20% | 267,586,677 | Jun 30, 2024 |
As of Jun 30 2024, Welltower's biggest institutional seller is UBS ASSET MANAGEMENT AMERICAS INC. The company sold -4.93M shares of WELL, valued at $97.76M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 5.73% | 0.51% | 32,912,525 | 32,912,525 | 100.00% | 3,431,130,731 | Jun 30, 2024 |
| FLAT FOOTED LLC | 0.17% | 9.71% | 989,600 | 989,600 | 100.00% | 103,165,800 | Jun 30, 2024 |
| CAPITAL RESEARCH GLOBAL INVESTORS | 0.11% | 0.01% | 652,246 | 652,246 | 100.00% | 67,996,646 | Jun 30, 2024 |
| BRAUN STACEY ASSOCIATES INC | 0.04% | 0.98% | 241,582 | 241,582 | 100.00% | 25,185,000 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.03% | 0.09% | 152,668 | 152,668 | 100.00% | 15,915,639 | Jun 30, 2024 |
| MANNING & NAPIER ADVISORS LLC | 0.02% | 0.17% | 141,643 | 141,643 | 100.00% | 14,766,283 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.02% | 0.02% | 113,127 | 113,127 | 100.00% | 11,793,490 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.01% | 0.02% | 80,295 | 80,295 | 100.00% | 8,370,754 | Jun 30, 2024 |
| FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND) | 0.01% | 0.08% | 68,539 | 68,539 | 100.00% | 7,145,000 | Jun 30, 2024 |
| MIZUHO SECURITIES USA LLC | 0.01% | 0.11% | 46,105 | 46,105 | 100.00% | 4,806,446 | Jun 30, 2024 |
| CONSOLIDATED PLANNING CORP | 0.01% | 0.75% | 43,438 | 43,438 | 100.00% | 4,528,412 | Jun 30, 2024 |
| TREK FINANCIAL, LLC | 0.01% | 0.27% | 32,724 | 32,724 | 100.00% | 3,411,477 | Jun 30, 2024 |
| ALLSTATE CORP | 0.01% | 0.25% | 29,166 | 29,166 | 100.00% | 3,040,555 | Jun 30, 2024 |
| LA BANQUE POSTALE ASSET MANAGEMENT SA | 0.00% | 0.10% | 22,626 | 22,626 | 100.00% | 2,358,761 | Jun 30, 2024 |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 0.00% | 0.20% | 22,282 | 22,282 | 100.00% | 2,322,899 | Jun 30, 2024 |
| HSBC HOLDINGS PLC | 0.00% | 0.00% | 20,700 | 20,700 | 100.00% | 2,154,042 | Jun 30, 2024 |
| PROSPERITAS FINANCIAL LLC | 0.00% | 0.73% | 20,541 | 20,541 | 100.00% | 2,141,399 | Jun 30, 2024 |
| GREENLAND CAPITAL MANAGEMENT LP | 0.00% | 0.31% | 20,400 | 20,400 | 100.00% | 2,126,700 | Jun 30, 2024 |
| OMERS ADMINISTRATION CORP | 0.00% | 0.02% | 19,259 | 19,259 | 100.00% | 2,007,751 | Jun 30, 2024 |
| PRELUDE CAPITAL MANAGEMENT, LLC | 0.00% | 0.13% | 17,819 | 17,819 | 100.00% | 1,857,631 | Jun 30, 2024 |
| 0.00% | 0.45% | 14,535 | 14,535 | 100.00% | 1,515,223 | Jun 30, 2024 | |
| ENTROPY TECHNOLOGIES, LP | 0.00% | 0.16% | 13,794 | 13,794 | 100.00% | 1,438,025 | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | 0.00% | 0.00% | 13,324 | 13,324 | 100.00% | 1,389,041 | Jun 30, 2024 |
| CHOREO, LLC | 0.00% | 0.02% | 13,095 | 13,095 | 100.00% | 1,362,075 | Jun 30, 2024 |
| WAHED INVEST LLC | 0.00% | 0.27% | 12,868 | 12,868 | 100.00% | 1,341,489 | Jun 30, 2024 |
| PALOMA PARTNERS MANAGEMENT CO | 0.00% | 0.04% | 12,211 | 12,211 | 100.00% | 1,272,997 | Jun 30, 2024 |
| PEAK6 INVESTMENTS LLC | 0.00% | 0.00% | 12,200 | 12,200 | 100.00% | 1,271,850 | Jun 30, 2024 |
| CAPITAL INTERNATIONAL SARL | 0.00% | 0.03% | 10,457 | 10,457 | 100.00% | 1,090,142 | Jun 30, 2024 |
| NEBULA RESEARCH & DEVELOPMENT LLC | 0.00% | 0.17% | 10,033 | 10,033 | 100.00% | 1,045,940 | Jun 30, 2024 |
| CTC ALTERNATIVE STRATEGIES, LTD. | 0.00% | 0.44% | 9,997 | 9,997 | 100.00% | 1,042,187 | Jun 30, 2024 |
| AMERICAN ASSETS CAPITAL ADVISERS, LLC | 0.00% | 0.32% | 9,753 | 9,753 | 100.00% | 1,016,750 | Jun 30, 2024 |
| TRADEWINDS, LLC. | 0.00% | 0.29% | 8,938 | 8,938 | 100.00% | 931,759 | Jun 30, 2024 |
| OAK THISTLE LLC | 0.00% | 0.55% | 7,097 | 7,097 | 100.00% | 739,862 | Jun 30, 2024 |
| JACKSON CREEK INVESTMENT ADVISORS LLC | 0.00% | 0.27% | 7,055 | 7,055 | 100.00% | 735,000 | Jun 30, 2024 |
| DIGITALBRIDGE GROUP, INC. | 0.00% | 0.06% | 6,500 | 6,500 | 100.00% | 677,625 | Jun 30, 2024 |
| BURKE & HERBERT BANK & TRUST CO | 0.00% | 0.16% | 6,465 | 6,465 | 100.00% | 673,976 | Jun 30, 2024 |
| BRASS TAX WEALTH MANAGEMENT, INC | 0.00% | 0.20% | 5,233 | 5,233 | 100.00% | 545,575 | Jun 30, 2024 |
| FIFTH THIRD WEALTH ADVISORS LLC | 0.00% | 0.04% | 5,094 | 5,094 | 100.00% | 531,049 | Jun 30, 2024 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 0.00% | 0.01% | 5,012 | 5,012 | 100.00% | 522,501 | Jun 30, 2024 |
| VAN HULZEN ASSET MANAGEMENT, LLC | 0.00% | 0.03% | 3,940 | 3,940 | 100.00% | 411,000 | Jun 30, 2024 |
| RELATIVE VALUE PARTNERS GROUP, LLC | 0.00% | 0.05% | 3,565 | 3,565 | 100.00% | 371,634 | Jun 30, 2024 |
| M&G PLC | 0.00% | 0.00% | 3,181 | 3,181 | 100.00% | 330,824 | Jun 30, 2024 |
| SILVER LAKE ADVISORY, LLC | 0.00% | 0.05% | 3,119 | 3,119 | 100.00% | 325,156 | Jun 30, 2024 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 0.00% | 0.01% | 3,101 | 3,101 | 100.00% | 323,279 | Jun 30, 2024 |
| POINT72 (DIFC) LTD | 0.00% | 0.01% | 2,965 | 2,965 | 100.00% | 309,087 | Jun 30, 2024 |
| GOLDEN STATE EQUITY PARTNERS | 0.00% | 0.06% | 2,781 | 2,781 | 100.00% | 289,919 | Jun 30, 2024 |
| COVENANT ASSET MANAGEMENT, LLC | 0.00% | 0.04% | 2,463 | 2,463 | 100.00% | 256,768 | Jun 30, 2024 |
| TRADELINK CAPITAL LLC | 0.00% | 0.72% | 2,400 | 2,400 | 100.00% | 250,000 | Jun 30, 2024 |
| AA FINANCIAL ADVISORS, LLC | 0.00% | 0.09% | 2,370 | 2,370 | 100.00% | 247,073 | Jun 30, 2024 |
| BEACON FINANCIAL PLANNING, INC | 0.00% | 0.16% | 2,321 | 2,321 | 100.00% | 242,015 | Jun 30, 2024 |
| AVESTAR CAPITAL, LLC | 0.00% | 0.02% | 2,304 | 2,304 | 100.00% | 240,192 | Jun 30, 2024 |
| CARR FINANCIAL GROUP CORP | 0.00% | 0.07% | 2,251 | 2,251 | 100.00% | 234,661 | Jun 30, 2024 |
| LASALLE ST. INVESTMENT ADVISORS, LLC | 0.00% | 0.12% | 2,236 | 2,236 | 100.00% | 233,000 | Jun 30, 2024 |
| L2 ASSET MANAGEMENT, LLC | 0.00% | 0.07% | 2,182 | 2,182 | 100.00% | 227,474 | Jun 30, 2024 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 0.00% | 0.05% | 2,143 | 2,143 | 100.00% | 223,408 | Jun 30, 2024 |
| SHELTON WEALTH MANAGEMENT, LLC | 0.00% | 0.13% | 2,141 | 2,141 | 100.00% | 223,175 | Jun 30, 2024 |
| VERDENCE CAPITAL ADVISORS LLC | 0.00% | 0.02% | 2,120 | 2,120 | 100.00% | 221,023 | Jun 30, 2024 |
| SNS FINANCIAL GROUP, LLC | 0.00% | 0.02% | 2,107 | 2,107 | 100.00% | 219,655 | Jun 30, 2024 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 0.00% | 0.07% | 2,105 | 2,105 | 100.00% | 219,439 | Jun 30, 2024 |
| WEALTH ALLIANCE | 0.00% | 0.03% | 2,080 | 2,080 | 100.00% | 216,845 | Jun 30, 2024 |
| CHILDRESS CAPITAL ADVISORS, LLC | 0.00% | 0.06% | 2,067 | 2,067 | 100.00% | 215,506 | Jun 30, 2024 |
| TUTTLE CAPITAL MANAGEMENT, LLC | 0.00% | 1.28% | 2,060 | 2,060 | 100.00% | 213,560 | Jun 30, 2024 |
| WESTERN WEALTH MANAGEMENT, LLC | 0.00% | 0.02% | 2,026 | 2,026 | 100.00% | 211,175 | Jun 30, 2024 |
| BSW WEALTH PARTNERS | 0.00% | 0.03% | 2,007 | 2,007 | 100.00% | 209,281 | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | 0.00% | 0.00% | 2,000 | 2,000 | 100.00% | 208,500 | Jun 30, 2024 |
| GM ADVISORY GROUP, INC. | 0.00% | 0.01% | 2,000 | 2,000 | 100.00% | 208,500 | Jun 30, 2024 |
| SYKON CAPITAL LLC | 0.00% | 0.08% | 2,000 | 2,000 | 100.00% | 208,500 | Jun 30, 2024 |
| ECHO WEALTH MANAGEMENT, LLC | 0.00% | 0.16% | 2,000 | 2,000 | 100.00% | 208,500 | Jun 30, 2024 |
| C2C WEALTH MANAGEMENT, LLC | 0.00% | 0.20% | 2,000 | 2,000 | 100.00% | 208,500 | Jun 30, 2024 |
| COMMONS CAPITAL, LLC | 0.00% | 0.25% | 1,999 | 1,999 | 100.00% | 208,424 | Jun 30, 2024 |
| REGIONS FINANCIAL CORP | 0.00% | 0.00% | 1,962 | 1,962 | 100.00% | 204,539 | Jun 30, 2024 |
| BRIDGE CREEK CAPITAL MANAGEMENT LLC | 0.00% | 0.07% | 1,953 | 1,953 | 100.00% | 203,639 | Jun 30, 2024 |
| 0.00% | 0.11% | 1,781 | 1,781 | 100.00% | 185,669 | Jun 30, 2024 | |
| 0.00% | 0.14% | 1,503 | 1,503 | 100.00% | 159,228 | Jun 30, 2024 | |
| GLOBAL X JAPAN CO., LTD. | 0.00% | 0.02% | 1,422 | 1,422 | 100.00% | 148,244 | Jun 30, 2024 |
| TRIAD WEALTH PARTNERS, LLC | 0.00% | 0.07% | 1,317 | 1,317 | 100.00% | 137,297 | Jun 30, 2024 |
| WIDMANN FINANCIAL SERVICES, INC. | 0.00% | 0.09% | 1,029 | 1,029 | 100.00% | 107,273 | Jun 30, 2024 |
| CAMELOT PORTFOLIOS, LLC | 0.00% | 0.06% | 1,000 | 1,000 | 100.00% | 104,250 | Jun 30, 2024 |
| FAMILY FIRM, INC. | 0.00% | 0.02% | 873 | 873 | 100.00% | 90,992 | Jun 30, 2024 |
| ORG PARTNERS LLC | 0.00% | 0.01% | 480 | 480 | 100.00% | 49,920,000 | Jun 30, 2024 |
| FRIEDENTHAL FINANCIAL | 0.00% | 0.03% | 476 | 476 | 100.00% | 49,623 | Jun 30, 2024 |
| TWIN TREE MANAGEMENT, LP | 0.00% | 0.00% | 437 | 437 | 100.00% | 45,557 | Jun 30, 2024 |
| CENTERPOINT ADVISORS, LLC | 0.00% | 0.01% | 300 | 300 | 100.00% | 31,000 | Jun 30, 2024 |
| MEEDER ASSET MANAGEMENT INC | - | 0.00% | 283 | 283 | 100.00% | 29,503 | Jun 30, 2024 |
| TRUNORTH CAPITAL MANAGEMENT, LLC | - | 0.01% | 261 | 261 | 100.00% | 27,209 | Jun 30, 2024 |
| GREAT LAKES RETIREMENT, INC. | - | 0.00% | 243 | 243 | 100.00% | 25,333 | Jun 30, 2024 |
| REDWOOD WEALTH MANAGEMENT GROUP, LLC | - | 0.01% | 186 | 186 | 100.00% | 19,415 | Jun 30, 2024 |
| ELEQUIN SECURITIES, LLC | - | 0.00% | 174 | 174 | 100.00% | 18,140 | Jun 30, 2024 |
| HGK ASSET MANAGEMENT INC | - | 0.00% | 150 | 150 | 100.00% | 15,638 | Jun 30, 2024 |
| FINANCIAL NETWORK WEALTH ADVISORS LLC | - | 0.01% | 127 | 127 | 100.00% | 13,240 | Jun 30, 2024 |
| PACIFIC CAPITAL WEALTH ADVISORS, INC | - | 0.00% | 115 | 115 | 100.00% | 11,989 | Jun 30, 2024 |
| COPPELL ADVISORY SOLUTIONS LLC | - | 0.00% | 108 | 108 | 100.00% | 11,259 | Jun 30, 2024 |
| BNP PARIBAS ARBITRAGE, SNC | - | 0.00% | 100 | 100 | 100.00% | 1,042,500 | Jun 30, 2024 |
| FAIRWAY WEALTH LLC | - | 0.01% | 99 | 99 | 100.00% | 10,321 | Jun 30, 2024 |
| Y.D. MORE INVESTMENTS LTD | - | 0.00% | 78 | 78 | 100.00% | 8,132 | Jun 30, 2024 |
| AMERICAN NATIONAL BANK | - | 0.00% | 55 | 55 | 100.00% | 5,734 | Jun 30, 2024 |
| EAGLE BAY ADVISORS LLC | - | 0.00% | 34 | 34 | 100.00% | 3,545 | Jun 30, 2024 |
| BELPOINTE ASSET MANAGEMENT LLC | - | 0.00% | 31 | 31 | 100.00% | 3,245 | Jun 30, 2024 |
| UNIQUE WEALTH STRATEGIES, LLC | - | 0.00% | 23 | 23 | 100.00% | 2,149 | Jun 30, 2024 |
| SOUTHSTATE CORP | - | 0.00% | 21 | 21 | 100.00% | 2,189 | Jun 30, 2024 |
Welltower's largest new institutional shareholder by number of shares is NORGES BANK, purchased 32.91M shares, valued at $3.43B, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BOSTON PARTNERS | - | - | - | -1,314,479 | -100.00% | - | Jun 30, 2024 |
| ING GROEP NV | - | - | - | -313,817 | -100.00% | - | Jun 30, 2024 |
| SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | - | - | - | -221,682 | -100.00% | - | Jun 30, 2024 |
| WATERFRONT CAPITAL PARTNERS, LLC | - | - | - | -157,000 | -100.00% | - | Jun 30, 2024 |
| TWIN TREE MANAGEMENT, LP | - | - | - | -156,200 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -149,425 | -100.00% | - | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | - | - | - | -141,300 | -100.00% | - | Jun 30, 2024 |
| DAVIS SELECTED ADVISERS | - | - | - | -129,970 | -100.00% | - | Jun 30, 2024 |
| MOORE CAPITAL MANAGEMENT, LP | - | - | - | -118,100 | -100.00% | - | Jun 30, 2024 |
| TWINBEECH CAPITAL LP | - | - | - | -96,321 | -100.00% | - | Jun 30, 2024 |
| GILLSON CAPITAL LP | - | - | - | -88,500 | -100.00% | - | Jun 30, 2024 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | - | - | - | -81,600 | -100.00% | - | Jun 30, 2024 |
| LIGHTHOUSE INVESTMENT PARTNERS, LLC | - | - | - | -60,000 | -100.00% | - | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | - | - | - | -47,900 | -100.00% | - | Jun 30, 2024 |
| DOUBLELINE ETF ADVISER LP | - | - | - | -42,210 | -100.00% | - | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | - | - | - | -40,400 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -39,413 | -100.00% | - | Jun 30, 2024 |
| TWO SIGMA SECURITIES, LLC | - | - | - | -24,000 | -100.00% | - | Jun 30, 2024 |
| WINTON GROUP LTD | - | - | - | -22,953 | -100.00% | - | Jun 30, 2024 |
| PINEBRIDGE INVESTMENTS, L.P. | - | - | - | -22,888 | -100.00% | - | Jun 30, 2024 |
| ENGINEERS GATE MANAGER LP | - | - | - | -19,688 | -100.00% | - | Jun 30, 2024 |
| DEAN CAPITAL MANAGEMENT | - | - | - | -15,042 | -100.00% | - | Jun 30, 2024 |
| FOX RUN MANAGEMENT, L.L.C. | - | - | - | -14,194 | -100.00% | - | Jun 30, 2024 |
| CAPITAL FUND MANAGEMENT S.A. | - | - | - | -13,000 | -100.00% | - | Jun 30, 2024 |
| ALBERTA INVESTMENT MANAGEMENT CORP | - | - | - | -11,700 | -100.00% | - | Jun 30, 2024 |
| CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. | - | - | - | -10,629 | -100.00% | - | Jun 30, 2024 |
| PALOMA PARTNERS MANAGEMENT CO | - | - | - | -10,563 | -100.00% | - | Jun 30, 2024 |
| STEVENS CAPITAL MANAGEMENT LP | - | - | - | -9,978 | -100.00% | - | Jun 30, 2024 |
| MAN GROUP PLC | - | - | - | -9,699 | -100.00% | - | Jun 30, 2024 |
| QUADRATURE CAPITAL LTD | - | - | - | -8,228 | -100.00% | - | Jun 30, 2024 |
| LINCOLN NATIONAL CORP | - | - | - | -7,707 | -100.00% | - | Jun 30, 2024 |
| MACHINA CAPITAL S.A.S. | - | - | - | -7,482 | -100.00% | - | Jun 30, 2024 |
| GTS SECURITIES LLC | - | - | - | -6,701 | -100.00% | - | Jun 30, 2024 |
| MAGNETAR FINANCIAL LLC | - | - | - | -6,551 | -100.00% | - | Jun 30, 2024 |
| WESTWOOD HOLDINGS GROUP INC | - | - | - | -6,000 | -100.00% | - | Jun 30, 2024 |
| ALYESKA INVESTMENT GROUP, L.P. | - | - | - | -5,790 | -100.00% | - | Jun 30, 2024 |
| CAPULA MANAGEMENT LTD | - | - | - | -5,627 | -100.00% | - | Jun 30, 2024 |
| ALETHEA CAPITAL MANAGEMENT, LLC | - | - | - | -5,296 | -100.00% | - | Jun 30, 2024 |
| RETIREMENT GUYS FORMULA LLC | - | - | - | -5,087 | -100.00% | - | Jun 30, 2024 |
| STRATEGY ASSET MANAGERS LLC | - | - | - | -4,630 | -100.00% | - | Jun 30, 2024 |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | - | - | - | -4,561 | -100.00% | - | Jun 30, 2024 |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | - | - | - | -4,408 | -100.00% | - | Jun 30, 2024 |
| HGI CAPITAL MANAGEMENT, LLC | - | - | - | -4,269 | -100.00% | - | Jun 30, 2024 |
| NORDEN GROUP LLC | - | - | - | -4,103 | -100.00% | - | Jun 30, 2024 |
| BBR PARTNERS, LLC | - | - | - | -3,864 | -100.00% | - | Jun 30, 2024 |
| WENDELL DAVID ASSOCIATES INC | - | - | - | -3,850 | -100.00% | - | Jun 30, 2024 |
| CONVERGENCE INVESTMENT PARTNERS, LLC | - | - | - | -3,842 | -100.00% | - | Jun 30, 2024 |
| KAPITALO INVESTIMENTOS LTDA | - | - | - | -3,439 | -100.00% | - | Jun 30, 2024 |
| INSIGNEO ADVISORY SERVICES, LLC | - | - | - | -3,423 | -100.00% | - | Jun 30, 2024 |
| GROUP ONE TRADING, L.P. | - | - | - | -2,847 | -100.00% | - | Jun 30, 2024 |
| VERSOR INVESTMENTS LP | - | - | - | -2,747 | -100.00% | - | Jun 30, 2024 |
| HORIZON WEALTH MANAGEMENT, LLC | - | - | - | -2,643 | -100.00% | - | Jun 30, 2024 |
| ANGELES INVESTMENT ADVISORS, LLC | - | - | - | -2,394 | -100.00% | - | Jun 30, 2024 |
| ARMOR INVESTMENT ADVISORS, LLC | - | - | - | -2,308 | -100.00% | - | Jun 30, 2024 |
| BALENTINE LLC | - | - | - | -2,173 | -100.00% | - | Jun 30, 2024 |
| PINERIDGE ADVISORS LLC | - | - | - | -1,714 | -100.00% | - | Jun 30, 2024 |
| FIDELIS CAPITAL PARTNERS, LLC | - | - | - | -1,540 | -100.00% | - | Jun 30, 2024 |
| CORNERSTONE ADVISORS, LLC | - | - | - | -1,400 | -100.00% | - | Jun 30, 2024 |
| MIROVA | - | - | - | -1,283 | -100.00% | - | Jun 30, 2024 |
| TRUST CO | - | - | - | -850 | -100.00% | - | Jun 30, 2024 |
| LARSON FINANCIAL GROUP LLC | - | - | - | -400 | -100.00% | - | Jun 30, 2024 |
| YOUR ADVOCATES LTD., LLP | - | - | - | -250 | -100.00% | - | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | - | - | - | -210 | -100.00% | - | Jun 30, 2024 |
| NEW COVENANT TRUST COMPANY, N.A. | - | - | - | -207 | -100.00% | - | Jun 30, 2024 |
| JFS WEALTH ADVISORS, LLC | - | - | - | -177 | -100.00% | - | Jun 30, 2024 |
| ST GERMAIN D J CO INC | - | - | - | -100 | -100.00% | - | Jun 30, 2024 |
| DELTA ASSET MANAGEMENT LLC/TN | - | - | - | -100 | -100.00% | - | Jun 30, 2024 |
| LOGAN CAPITAL MANAGEMENT INC | - | - | - | -100 | -100.00% | - | Jun 30, 2024 |
| HEADLANDS TECHNOLOGIES LLC | - | - | - | -78 | -100.00% | - | Jun 30, 2024 |
| SUGARLOAF WEALTH MANAGEMENT, LLC | - | - | - | -57 | -100.00% | - | Jun 30, 2024 |
| TIDEMARK, LLC | - | - | - | -22 | -100.00% | - | Jun 30, 2024 |
| WESTEND CAPITAL MANAGEMENT, LLC | - | - | - | -21 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL SYNERGIES WEALTH ADVISORS, INC. | - | - | - | -19 | -100.00% | - | Jun 30, 2024 |
| JOHNSON FINANCIAL GROUP, INC. | - | - | - | -6 | -100.00% | - | Jun 30, 2024 |
| BBJS FINANCIAL ADVISORS, LLC | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
Welltower's largest sold out institutional shareholder by shares sold is BOSTON PARTNERS, sold -1.31M 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 |
| CALAMOS ADVISORS TRUST/IL | 2.39% | 175,000 | 175,000 | - | Mar 31, 2024 |
| 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. | 1.90% | 405,213 | -20,200 | -4.75% | Mar 31, 2024 |
| 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 |
| Virtus Strategy Trust | 1.22% | 25,836,000 | -3,370,000 | -11.54% | Mar 28, 2024 |
| KAVILCO INC/WA/ | 1.21% | 8,810 | 8,810 | - | Mar 31, 2021 |
| Manager Directed Portfolios | 1.14% | 186,698 | - | - | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.01% | 525,000 | - | - | Mar 31, 2024 |
| COHEN & STEERS GLOBAL REALTY SHARES, INC | 0.97% | 1,138,421 | -39,910 | -3.39% | Dec 31, 2023 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| HSBC FUNDS | 0.93% | 30,000 | - | - | Jan 31, 2024 |
| PIONEER REAL ESTATE SHARES | 0.90% | 34,312 | - | - | Mar 31, 2023 |
| NUVEEN REAL ESTATE INCOME FUND | 0.79% | 107,281 | 1,975 | 1.88% | Mar 31, 2024 |
| PIONEER MID CAP VALUE FUND | 0.75% | 132,307 | - | - | Jan 31, 2024 |
| NEUBERGER BERMAN REAL ESTATE SECURITIES INCOME FUND INC | 0.70% | 57,684 | -28,880 | -33.36% | Jan 31, 2024 |
| Virtus Investment Trust | 0.70% | 23,980,000 | -1,520,000 | -5.96% | Mar 28, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.69% | 359,702 | - | - | Mar 31, 2024 |
| Nuveen Real Asset Income & Growth Fund | 0.66% | 1,740,000 | 80,000 | 4.82% | Mar 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 |
| Connors Funds | 0.50% | 5,300 | - | - | Feb 29, 2024 |
| 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 |
| Voya VARIABLE PRODUCTS TRUST | 0.46% | 166,206 | 13,785 | 9.04% | Mar 31, 2024 |
| BLACKROCK SUSTAINABLE BALANCED FUND, INC. | 0.45% | 3,220,000 | - | - | Feb 29, 2024 |
| AB GLOBAL REAL ESTATE INVESTMENT FUND INC | 0.42% | 22,840 | 410 | 1.83% | Feb 29, 2024 |
| Federated Hermes Fixed Income Securities, Inc. | 0.42% | 4,000,000 | - | - | 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 |
| Voya VARIABLE FUNDS | 0.32% | 276,222 | -19,580 | -6.62% | Mar 31, 2024 |
| T. Rowe Price Global Real Estate Fund, Inc. | 0.32% | 29,926 | -958 | -3.10% | Mar 31, 2024 |
| Apollo Diversified Real Estate Fund | 0.27% | 944,170 | 105,990 | 12.65% | Mar 31, 2024 |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | 0.25% | 5,289,298 | 1,252,477 | 31.03% | Mar 31, 2024 |
| Western Asset Investment Grade Income Fund Inc. | 0.25% | 320,000 | - | - | Mar 28, 2024 |
| Western Asset Investment Grade Defined Opportunity Trust Inc. | 0.25% | 510,000 | - | - | Feb 29, 2024 |
| Natixis ETF Trust | 0.25% | 50,000 | - | - | Mar 31, 2024 |
| RIVERPARK FUNDS TRUST | 0.24% | 2,027,617 | - | - | Dec 31, 2023 |
| Clough Global Dividend & Income Fund | 0.23% | 24,110 | - | - | Jan 31, 2024 |
| T. Rowe Price Value Fund, Inc. | 0.23% | 1,178,265 | - | - | Mar 31, 2024 |
| Clough Funds Trust | 0.20% | 8,410 | - | - | Jan 31, 2023 |
| Voya EQUITY TRUST | 0.20% | 296,179 | 26,200 | 9.70% | Feb 29, 2024 |
| PAX WORLD FUNDS SERIES TRUST I | 0.20% | 4,000,000 | 750,000 | 23.08% | Mar 31, 2024 |
| Clough Global Opportunities Fund | 0.19% | 75,580 | - | - | Jan 31, 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% | 6,730,893 | -150,681 | -2.19% | Mar 31, 2024 |
| Index Funds | 0.17% | 1,434 | -29 | -1.98% | Mar 31, 2024 |
| INVESTMENT CO OF AMERICA | 0.16% | 2,500,040 | 2,311,676 | 1227.24% | Mar 31, 2024 |
| CBRE GLOBAL REAL ESTATE INCOME FUND | 0.16% | 179,468 | 115,026 | 178.50% | Mar 28, 2024 |
| Principal Diversified Select Real Asset Fund | 0.16% | 7,447 | 392 | 5.56% | Mar 31, 2024 |
| VANGUARD FENWAY FUNDS | 0.16% | 3,954,549 | - | - | Mar 31, 2024 |
| T. Rowe Price U.S. Equity Research Fund, Inc. | 0.15% | 191,067 | -8,265 | -4.15% | Mar 31, 2024 |
| Total Fund Solution | 0.15% | 56,220 | 3,300 | 6.24% | Mar 31, 2024 |
| Securian Funds Trust | 0.15% | 1,500,000 | - | - | Mar 31, 2024 |
| Transparent Value Trust | 0.15% | 2,372 | 13 | 0.55% | Dec 31, 2023 |
| BNY Mellon Investment Funds V, Inc. | 0.13% | 104,300 | 3,130 | 3.09% | Jan 31, 2024 |
| 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 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.13% | 3,996,646 | -40,651 | -1.01% | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.13% | 54,265,838 | 1,123,144 | 2.11% | Mar 31, 2024 |
| T. Rowe Price Real Assets Fund, Inc. | 0.13% | 1,730,994 | 52,931 | 3.15% | Mar 31, 2024 |
| FIDELITY DEVONSHIRE TRUST | 0.13% | 1,344,916 | -137,255 | -9.26% | Jan 31, 2024 |
| Impact Shares Trust I | 0.13% | 1,335 | -778 | -36.82% | Mar 31, 2024 |
| NUVEEN INVESTMENT FUNDS INC | 0.11% | 3,805,000 | 180,000 | 4.97% | Mar 31, 2024 |
| Cohen & Steers Real Estate Opportunities & Income Fund | 0.11% | 250,852 | -1,483 | -0.59% | Dec 31, 2023 |
| VANGUARD QUANTITATIVE FUNDS | 0.10% | 513,551 | -526,151 | -50.61% | Mar 31, 2024 |
| CULLEN FUNDS TRUST | 0.10% | 234,120 | - | - | Mar 31, 2024 |
| Monteagle Funds | 0.10% | 4,000 | - | - | Feb 29, 2024 |
| DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. | 0.10% | 210,000 | - | - | Mar 31, 2024 |
| Brinker Capital Destinations Trust | 0.09% | 5,725,000 | - | - | Feb 29, 2024 |
| SELECT SECTOR SPDR TRUST | 0.09% | 3,375,950 | 245,980 | 7.86% | Mar 31, 2024 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.09% | 220,000 | - | - | Mar 31, 2024 |
| Global Beta ETF Trust | 0.09% | 239 | - | - | May 31, 2022 |
| MADISON FUNDS | 0.09% | 500,000 | - | - | Jan 31, 2024 |
| Nuveen S&P 500 BuyWrite Income Fund | 0.09% | 59,317 | - | - | Mar 31, 2024 |
| Trust for Advised Portfolios | 0.09% | 1,725,000 | - | - | Dec 31, 2023 |
| AMERICAN CENTURY INVESTMENT TRUST | 0.08% | 12,040,000 | - | - | Mar 31, 2024 |
| ULTRA SERIES FUND | 0.08% | 150,000 | - | - | Mar 31, 2024 |
| T. Rowe Price Equity Income Fund, Inc. | 0.08% | 345,000 | - | - | Mar 31, 2024 |
| FIDELITY CAPITAL TRUST | 0.08% | 871,100 | -62,300 | -6.67% | Jan 31, 2024 |
| Nuveen Core Equity Alpha Fund | 0.08% | 5,390 | 4,181 | 345.82% | Mar 31, 2024 |
| SCHWAB ANNUITY PORTFOLIOS | 0.07% | 27,448 | 1,184 | 4.51% | Mar 31, 2024 |
| Tekla Healthcare Opportunities Fund | 0.07% | 161,599 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS II INC | 0.07% | 600,000 | - | - | Mar 31, 2024 |
| 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 |
| Brookfield Investment Funds | 0.06% | 103,656 | 45,776 | 79.09% | Mar 31, 2024 |
| John Hancock Funds III | 0.06% | 981,636 | -298,114 | -23.29% | Mar 31, 2024 |
| Forward Funds | 0.06% | 125,000 | - | - | Sep 30, 2022 |
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 % |
|---|---|---|
| 30 Jun, 24 | 857 | -11.83% |
| 31 Mar, 24 | 972 | 2.97% |
| 31 Dec, 23 | 944 | 11.98% |
| 30 Sep, 23 | 843 | 1.32% |
| 30 Jun, 23 | 832 | 6.39% |
| 31 Mar, 23 | 782 | -4.98% |
| 31 Dec, 22 | 823 | 3.13% |
| 30 Sep, 22 | 798 | -3.97% |
| 30 Jun, 22 | 831 | -3.71% |
| 31 Mar, 22 | 863 | 3.98% |
| 31 Dec, 21 | 830 | 6.00% |
| 30 Sep, 21 | 783 | 1.03% |
| 30 Jun, 21 | 775 | 2.92% |
| 31 Mar, 21 | 753 | -0.53% |
| 31 Dec, 20 | 757 | 4.27% |
| 30 Sep, 20 | 726 | -4.72% |
| 30 Jun, 20 | 762 | -2.31% |
| 31 Mar, 20 | 780 | -11.56% |
| 31 Dec, 19 | 882 | 4.38% |
| 30 Sep, 19 | 845 | 0.60% |
| 30 Jun, 19 | 840 | -0.47% |
| 31 Mar, 19 | 844 | 7.52% |
| 31 Dec, 18 | 785 | 4.81% |
| 30 Sep, 18 | 749 | -0.53% |
| 30 Jun, 18 | 753 | -1.31% |
| 31 Mar, 18 | 763 | -4.03% |
| 31 Dec, 17 | 795 | 8.76% |
| 30 Sep, 17 | 731 | -1.48% |
| 30 Jun, 17 | 742 | 1.23% |
| 31 Mar, 17 | 733 | 1.38% |
| 31 Dec, 16 | 723 | 2.41% |
| 30 Sep, 16 | 706 | 2.32% |
| 30 Jun, 16 | 690 | 6.15% |
| 31 Mar, 16 | 650 | 1.40% |
| 31 Dec, 15 | 641 | 13.65% |
| 30 Sep, 15 | 564 | - |
| 31 Mar, 15 | 2 | - |
| 30 Jun, 10 | 1 | - |
As of 30 Jun 24, 857 institutions are holding Welltower's shares, representing a decrease of -11.83% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 490,359,838 | -8.48% |
| 31 Mar, 24 | 535,813,630 | -0.39% |
| 31 Dec, 23 | 537,890,860 | 10.93% |
| 30 Sep, 23 | 484,884,653 | -1.60% |
| 30 Jun, 23 | 492,778,013 | 2.40% |
| 31 Mar, 23 | 481,241,819 | 2.29% |
| 31 Dec, 22 | 470,484,170 | 1.58% |
| 30 Sep, 22 | 463,171,417 | 2.14% |
| 30 Jun, 22 | 453,475,788 | 3.06% |
| 31 Mar, 22 | 440,011,355 | 3.40% |
| 31 Dec, 21 | 425,529,010 | 4.51% |
| 30 Sep, 21 | 407,156,032 | 1.45% |
| 30 Jun, 21 | 401,348,853 | 5.03% |
| 31 Mar, 21 | 382,144,362 | 1.14% |
| 31 Dec, 20 | 377,835,104 | -0.68% |
| 30 Sep, 20 | 380,417,525 | 1.20% |
| 30 Jun, 20 | 375,916,852 | 1.20% |
| 31 Mar, 20 | 371,447,404 | 0.30% |
| 31 Dec, 19 | 370,342,218 | 2.05% |
| 30 Sep, 19 | 362,918,802 | -0.36% |
| 30 Jun, 19 | 364,221,315 | 2.76% |
| 31 Mar, 19 | 354,438,595 | 5.20% |
| 31 Dec, 18 | 336,906,347 | 0.97% |
| 30 Sep, 18 | 333,658,346 | 5.16% |
| 30 Jun, 18 | 317,288,262 | 1.08% |
| 31 Mar, 18 | 313,884,632 | -2.06% |
| 31 Dec, 17 | 320,477,450 | -0.83% |
| 30 Sep, 17 | 323,159,735 | 1.06% |
| 30 Jun, 17 | 319,781,026 | 0.33% |
| 31 Mar, 17 | 318,714,630 | 1.49% |
| 31 Dec, 16 | 314,036,819 | 0.23% |
| 30 Sep, 16 | 313,328,534 | -1.22% |
| 30 Jun, 16 | 317,194,327 | -1.15% |
| 31 Mar, 16 | 320,882,164 | 0.35% |
| 31 Dec, 15 | 319,751,267 | 11.52% |
| 30 Sep, 15 | 286,727,248 | - |
| 31 Mar, 15 | 5,890 | - |
| 30 Jun, 10 | 695 | - |
Welltower (WELL) has 490.36M shares outstanding as of 30 Jun 24, down -8.48% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 85.42% | 0.90% |
| 31 Mar, 24 | 97.62% | 1.02% |
| 31 Dec, 23 | 98.00% | 1.04% |
| 30 Sep, 23 | 97.17% | 0.97% |
| 30 Jun, 23 | 100.15% | 1.05% |
| 31 Mar, 23 | 97.80% | 0.94% |
| 31 Dec, 22 | 101.80% | 1.02% |
| 30 Sep, 22 | 99.96% | 1.00% |
| 30 Jun, 22 | 99.81% | 1.03% |
| 31 Mar, 22 | 98.35% | 1.04% |
| 31 Dec, 21 | 97.40% | 1.08% |
| 30 Sep, 21 | 95.12% | 1.03% |
| 30 Jun, 21 | 96.14% | 1.15% |
| 31 Mar, 21 | 91.59% | 1.12% |
| 31 Dec, 20 | 90.58% | 1.09% |
| 30 Sep, 20 | 91.22% | 1.12% |
| 30 Jun, 20 | 90.13% | 1.10% |
| 31 Mar, 20 | 90.53% | 1.09% |
| 31 Dec, 19 | 91.22% | 1.14% |
| 30 Sep, 19 | 89.60% | 1.11% |
| 30 Jun, 19 | 90.02% | 1.10% |
| 31 Mar, 19 | 90.54% | 1.14% |
| 31 Dec, 18 | 89.07% | 1.11% |
| 30 Sep, 18 | 89.45% | 1.23% |
| 30 Jun, 18 | 85.38% | 1.20% |
| 31 Mar, 18 | 84.51% | 1.13% |
| 31 Dec, 17 | 86.50% | 1.13% |
| 30 Sep, 17 | 87.56% | 1.15% |
| 30 Jun, 17 | 87.25% | 1.13% |
| 31 Mar, 17 | 87.91% | 1.17% |
| 31 Dec, 16 | 86.73% | 1.14% |
| 30 Sep, 16 | 87.29% | 1.10% |
| 30 Jun, 16 | 88.94% | 1.09% |
| 31 Mar, 16 | 90.37% | 1.11% |
| 31 Dec, 15 | 90.05% | 1.36% |
| 30 Sep, 15 | 81.51% | - |
| 31 Mar, 15 | 0.00% | - |
| 30 Jun, 10 | 0.00% | - |
As of 30 Jun 24, Welltower is held by 85.42% institutional shareholders, representing a 0.90% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 472 | -2.48% |
| 31 Mar, 24 | 484 | -6.20% |
| 31 Dec, 23 | 516 | 30.63% |
| 30 Sep, 23 | 395 | 5.05% |
| 30 Jun, 23 | 376 | 9.94% |
| 31 Mar, 23 | 342 | -14.71% |
| 31 Dec, 22 | 401 | 6.37% |
| 30 Sep, 22 | 377 | -2.33% |
| 30 Jun, 22 | 386 | -6.08% |
| 31 Mar, 22 | 411 | -1.20% |
| 31 Dec, 21 | 416 | 18.18% |
| 30 Sep, 21 | 352 | -1.68% |
| 30 Jun, 21 | 358 | 6.23% |
| 31 Mar, 21 | 337 | 2.12% |
| 31 Dec, 20 | 330 | 15.38% |
| 30 Sep, 20 | 286 | -10.34% |
| 30 Jun, 20 | 319 | -10.14% |
| 31 Mar, 20 | 355 | -18.76% |
| 31 Dec, 19 | 437 | 12.05% |
| 30 Sep, 19 | 390 | -4.18% |
| 30 Jun, 19 | 407 | -8.33% |
| 31 Mar, 19 | 444 | 29.07% |
| 31 Dec, 18 | 344 | 13.53% |
| 30 Sep, 18 | 303 | -7.34% |
| 30 Jun, 18 | 327 | -10.66% |
| 31 Mar, 18 | 366 | -6.63% |
| 31 Dec, 17 | 392 | 12.64% |
| 30 Sep, 17 | 348 | 5.45% |
| 30 Jun, 17 | 330 | -13.39% |
| 31 Mar, 17 | 381 | 5.54% |
| 31 Dec, 16 | 361 | 2.85% |
| 30 Sep, 16 | 351 | -3.57% |
| 30 Jun, 16 | 364 | 15.56% |
| 31 Mar, 16 | 315 | -11.76% |
| 31 Dec, 15 | 357 | -34.73% |
| 30 Sep, 15 | 547 | - |
| 31 Mar, 15 | 2 | - |
| 30 Jun, 10 | 1 | - |
472 institutional shareholders have increased their position in WELL stock as of 30 Jun 24 compared to 484 in the previous quarter (a -2.48% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 244 | -21.79% |
| 31 Mar, 24 | 312 | 20.46% |
| 31 Dec, 23 | 259 | 2.78% |
| 30 Sep, 23 | 252 | -1.56% |
| 30 Jun, 23 | 256 | -2.66% |
| 31 Mar, 23 | 263 | -0.75% |
| 31 Dec, 22 | 265 | 10.88% |
| 30 Sep, 22 | 239 | -7.00% |
| 30 Jun, 22 | 257 | -9.51% |
| 31 Mar, 22 | 284 | 9.65% |
| 31 Dec, 21 | 259 | 1.57% |
| 30 Sep, 21 | 255 | -3.41% |
| 30 Jun, 21 | 264 | -1.86% |
| 31 Mar, 21 | 269 | -10.33% |
| 31 Dec, 20 | 300 | -0.66% |
| 30 Sep, 20 | 302 | -6.50% |
| 30 Jun, 20 | 323 | 8.03% |
| 31 Mar, 20 | 299 | 4.55% |
| 31 Dec, 19 | 286 | -8.04% |
| 30 Sep, 19 | 311 | 9.12% |
| 30 Jun, 19 | 285 | 2.52% |
| 31 Mar, 19 | 278 | -9.74% |
| 31 Dec, 18 | 308 | -3.14% |
| 30 Sep, 18 | 318 | 8.53% |
| 30 Jun, 18 | 293 | 3.90% |
| 31 Mar, 18 | 282 | 2.17% |
| 31 Dec, 17 | 276 | 9.52% |
| 30 Sep, 17 | 252 | -4.55% |
| 30 Jun, 17 | 264 | 10.92% |
| 31 Mar, 17 | 238 | 1.71% |
| 31 Dec, 16 | 234 | 4.93% |
| 30 Sep, 16 | 223 | 6.19% |
| 30 Jun, 16 | 210 | -11.39% |
| 31 Mar, 16 | 237 | 17.91% |
| 31 Dec, 15 | 201 | - |
| 30 Sep, 15 | - | - |
| 31 Mar, 15 | - | - |
| 30 Jun, 10 | - | - |
244 institutional shareholders have reduced their position in WELL stock as of 30 Jun 24 compared to 312 in the previous quarter (a -21.79% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 857 | -11.83% | 490,359,838 | -8.48% | 85.42% | 0.90% | 472 | -2.48% | 244 | -21.79% |
| 31 Mar, 24 | 972 | 2.97% | 535,813,630 | -0.39% | 97.62% | 1.02% | 484 | -6.20% | 312 | 20.46% |
| 31 Dec, 23 | 944 | 11.98% | 537,890,860 | 10.93% | 98.00% | 1.04% | 516 | 30.63% | 259 | 2.78% |
| 30 Sep, 23 | 843 | 1.32% | 484,884,653 | -1.60% | 97.17% | 0.97% | 395 | 5.05% | 252 | -1.56% |
| 30 Jun, 23 | 832 | 6.39% | 492,778,013 | 2.40% | 100.15% | 1.05% | 376 | 9.94% | 256 | -2.66% |
| 31 Mar, 23 | 782 | -4.98% | 481,241,819 | 2.29% | 97.80% | 0.94% | 342 | -14.71% | 263 | -0.75% |
| 31 Dec, 22 | 823 | 3.13% | 470,484,170 | 1.58% | 101.80% | 1.02% | 401 | 6.37% | 265 | 10.88% |
| 30 Sep, 22 | 798 | -3.97% | 463,171,417 | 2.14% | 99.96% | 1.00% | 377 | -2.33% | 239 | -7.00% |
| 30 Jun, 22 | 831 | -3.71% | 453,475,788 | 3.06% | 99.81% | 1.03% | 386 | -6.08% | 257 | -9.51% |
| 31 Mar, 22 | 863 | 3.98% | 440,011,355 | 3.40% | 98.35% | 1.04% | 411 | -1.20% | 284 | 9.65% |
| 31 Dec, 21 | 830 | 6.00% | 425,529,010 | 4.51% | 97.40% | 1.08% | 416 | 18.18% | 259 | 1.57% |
| 30 Sep, 21 | 783 | 1.03% | 407,156,032 | 1.45% | 95.12% | 1.03% | 352 | -1.68% | 255 | -3.41% |
| 30 Jun, 21 | 775 | 2.92% | 401,348,853 | 5.03% | 96.14% | 1.15% | 358 | 6.23% | 264 | -1.86% |
| 31 Mar, 21 | 753 | -0.53% | 382,144,362 | 1.14% | 91.59% | 1.12% | 337 | 2.12% | 269 | -10.33% |
| 31 Dec, 20 | 757 | 4.27% | 377,835,104 | -0.68% | 90.58% | 1.09% | 330 | 15.38% | 300 | -0.66% |
| 30 Sep, 20 | 726 | -4.72% | 380,417,525 | 1.20% | 91.22% | 1.12% | 286 | -10.34% | 302 | -6.50% |
| 30 Jun, 20 | 762 | -2.31% | 375,916,852 | 1.20% | 90.13% | 1.10% | 319 | -10.14% | 323 | 8.03% |
| 31 Mar, 20 | 780 | -11.56% | 371,447,404 | 0.30% | 90.53% | 1.09% | 355 | -18.76% | 299 | 4.55% |
| 31 Dec, 19 | 882 | 4.38% | 370,342,218 | 2.05% | 91.22% | 1.14% | 437 | 12.05% | 286 | -8.04% |
| 30 Sep, 19 | 845 | 0.60% | 362,918,802 | -0.36% | 89.60% | 1.11% | 390 | -4.18% | 311 | 9.12% |
| 30 Jun, 19 | 840 | -0.47% | 364,221,315 | 2.76% | 90.02% | 1.10% | 407 | -8.33% | 285 | 2.52% |
| 31 Mar, 19 | 844 | 7.52% | 354,438,595 | 5.20% | 90.54% | 1.14% | 444 | 29.07% | 278 | -9.74% |
| 31 Dec, 18 | 785 | 4.81% | 336,906,347 | 0.97% | 89.07% | 1.11% | 344 | 13.53% | 308 | -3.14% |
| 30 Sep, 18 | 749 | -0.53% | 333,658,346 | 5.16% | 89.45% | 1.23% | 303 | -7.34% | 318 | 8.53% |
| 30 Jun, 18 | 753 | -1.31% | 317,288,262 | 1.08% | 85.38% | 1.20% | 327 | -10.66% | 293 | 3.90% |
| 31 Mar, 18 | 763 | -4.03% | 313,884,632 | -2.06% | 84.51% | 1.13% | 366 | -6.63% | 282 | 2.17% |
| 31 Dec, 17 | 795 | 8.76% | 320,477,450 | -0.83% | 86.50% | 1.13% | 392 | 12.64% | 276 | 9.52% |
| 30 Sep, 17 | 731 | -1.48% | 323,159,735 | 1.06% | 87.56% | 1.15% | 348 | 5.45% | 252 | -4.55% |
| 30 Jun, 17 | 742 | 1.23% | 319,781,026 | 0.33% | 87.25% | 1.13% | 330 | -13.39% | 264 | 10.92% |
| 31 Mar, 17 | 733 | 1.38% | 318,714,630 | 1.49% | 87.91% | 1.17% | 381 | 5.54% | 238 | 1.71% |
| 31 Dec, 16 | 723 | 2.41% | 314,036,819 | 0.23% | 86.73% | 1.14% | 361 | 2.85% | 234 | 4.93% |
| 30 Sep, 16 | 706 | 2.32% | 313,328,534 | -1.22% | 87.29% | 1.10% | 351 | -3.57% | 223 | 6.19% |
| 30 Jun, 16 | 690 | 6.15% | 317,194,327 | -1.15% | 88.94% | 1.09% | 364 | 15.56% | 210 | -11.39% |
| 31 Mar, 16 | 650 | 1.40% | 320,882,164 | 0.35% | 90.37% | 1.11% | 315 | -11.76% | 237 | 17.91% |
| 31 Dec, 15 | 641 | 13.65% | 319,751,267 | 11.52% | 90.05% | 1.36% | 357 | -34.73% | 201 | - |
| 30 Sep, 15 | 564 | - | 286,727,248 | - | 81.51% | - | 547 | - | - | - |
| 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
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 Gundlach Andrew on Jul 30 2024, selling - shares at - per share (valued at -).
Welltower Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 2 | 1 | 200.00% |
| Q2 2024 | - | 3 | - |
| 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% |
2 total buy trades, and 1 total sell trades (buy/sell ratio of 2.00%) were made by Welltower's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | - | - |
| Q2 2024 | - | 1 | - |
| 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 | - | - | - |
As of Q3 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 (85.42%), insiders (0.09%), and public (14.48%). The largest institutional shareholder of Welltower is VANGUARD GROUP INC (16.44% 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., CAPITAL INTERNATIONAL INVESTORS, and STATE STREET CORP. The top five shareholders own together 45.96% of the company's share outstanding.
How many Welltower shareholders are there?
As of Jun 2024, there are 857 institutional shareholders of Welltower.
What percentage of Welltower is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 94.38M shares of Welltower, representing 16.44% of the company's total shares outstanding, valued at $9.84B (as of Jun 2024).
What percentage of Welltower is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 58.98M shares of Welltower (WELL), compromising 10.27% of the company, valued at $6.15B.
What percentage of Welltower is owned by COHEN & STEERS, INC?
COHEN & STEERS, INC is the third largest holder of Welltower. The company owns 38.92M of the company's shares outstanding (worth $4.06B).