Market Tracker

09/29 3:34am ET

Welltower Inc (NYSE:WELL)

80.46
Delayed Data
As of Sep 28
 +0.26 / +0.32%
Today’s Change
56.50
Today|||52-Week Range
86.72
+22.75%
Year-to-Date
Institutional investors hold a majority ownership of WELL through the 98.22% of the outstanding shares that they control. This interest is also higher than at almost any other company in the Real Estate Investment Trusts industry. Last, during the quarter ended June 2019, these large investors purchased a net $13.3 million shares.
Mutual fund holders62.19%
Other institutional36.02%
Individual stakeholders0.27%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

9/19/2023AMUNDI ASSET MANAGEMENT SA (INVE...  Bought 109.2 Thousand shares of Welltower Inc
8/31/2023PRINCIPAL REAL ESTATE INVESTORS ...  Bought 39.1 Thousand shares of Welltower Inc
9/07/2023STATE STREET GLOBAL ADVISORS TRU...  Bought 12.0 Thousand shares of Welltower Inc

Top 10 Owners of Welltower Inc

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
The Vanguard Group, Inc.14.68%76,158,1836,311,990,207+1,291,837+1.73%
Cohen & Steers Capital Management...7.33%38,008,2753,150,125,832-6,300,845-14.22%
BlackRock Fund Advisors6.64%34,423,1402,852,989,843+1,937,988+5.97%
SSgA Funds Management, Inc.6.21%32,229,4012,671,172,755+1,419,482+4.61%
Wellington Management Co. LLP5.23%27,103,2702,246,319,018+3,663,642+15.63%
Capital Research & Management Co....4.12%21,383,3651,772,253,291+6,808,299+46.71%
Norges Bank Investment Management3.25%16,854,7731,396,923,586+7,423+0.04%
Geode Capital Management LLC2.22%11,518,218954,629,908+726,212+6.73%
Principal Global Investors LLC1.99%10,328,676856,040,667-32,493-0.31%
Fidelity Management & Research Co...1.74%9,017,113747,338,325-1,495,184-14.22%

Top 10 Mutual Funds Holding Welltower Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Vanguard Real Estate Index Fund3.86%20,027,8541,659,908,540-145,948-0.72%
Government Pension Fund - Global ...3.23%16,741,4061,387,527,729+1,282,078+8.29%
Vanguard Total Stock Market ETF2.99%15,497,4211,284,426,252-1,250-0.01%
Vanguard 500 Index Fund2.31%11,970,781992,138,329+64,654+0.54%
Vanguard Mid Cap Index Fund2.22%11,517,793954,594,684+15,545+0.14%
Vanguard Wellington Fund1.68%8,697,320720,833,882+2,061,710+31.07%
Washington Mutual Investors Fund1.61%8,371,297693,813,09500.00%
Cohen & Steers Real Estate Securi...1.10%5,682,544470,969,247-1,099,816-16.22%
Fidelity 500 Index Fund1.09%5,648,790468,171,715+36,236+0.65%
SPDR S&P 500 ETF Trust1.05%5,464,476452,895,771+23,088+0.42%