Welltower Inc (NYSE:WELL)
| 69.05 BATS BZX Real-Time Price As of 2:54pm ET |  +1.17 / +1.72%Today’s Change | 56.50 Today|||52-Week Range 99.43 | +5.34% Year-to-Date |
Institutional investors hold a majority ownership of WELL through the 102.93% 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 $14.8 million shares.
| Mutual fund holders | 64.21% |
| Other institutional | 38.72% |
| Individual stakeholders | 0.30% |
Largest Quarterly Institutional
Transactions
Latest Institutional Activity
| 12/31/2022 | COHEN & STEERS CAPITAL MANAGEMEN... Bought 7.4 Million shares of Welltower Inc |
| 12/31/2022 | CAPITAL RESEARCH & MANAGEMENT CO... Bought 3.5 Million shares of Welltower Inc |
| 12/31/2022 | PRINCIPAL GLOBAL INVESTORS LLC Bought 3.4 Million shares of Welltower Inc |
Top 10 Owners of Welltower Inc
| Stockholder | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| The Vanguard Group, Inc. | 15.52% | 73,339,001 | 5,435,886,754 | +1,126,356 | +1.56% |
| Cohen & Steers Capital Management... | 10.06% | 47,524,992 | 3,522,552,407 | +7,380,563 | +18.39% |
| BlackRock Fund Advisors | 6.93% | 32,734,635 | 2,426,291,146 | +1,389,588 | +4.43% |
| SSgA Funds Management, Inc. | 6.58% | 31,087,957 | 2,304,239,373 | +855,476 | +2.83% |
| Wellington Management Co. LLP | 5.09% | 24,071,455 | 1,784,176,245 | -1,842,426 | -7.11% |
| Norges Bank Investment Management | 3.57% | 16,854,773 | 1,249,275,775 | +1,294,932 | +8.32% |
| Geode Capital Management LLC | 2.23% | 10,554,206 | 782,277,749 | +347,749 | +3.41% |
| Principal Global Investors LLC | 2.17% | 10,232,143 | 758,406,439 | +3,386,635 | +49.47% |
| Daiwa Asset Management Co. Ltd. | 2.16% | 10,209,872 | 756,755,713 | +1,645,769 | +19.22% |
| Fidelity Management & Research Co... | 2.06% | 9,735,180 | 721,571,542 | +373,934 | +3.99% |
Top 10 Mutual Funds Holding Welltower Inc
| Mutual fund | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| Vanguard Real Estate Index Fund | 4.28% | 20,244,259 | 1,500,504,477 | +317,170 | +1.59% |
| Government Pension Fund - Global ... | 3.54% | 16,741,406 | 1,240,873,013 | +1,282,078 | +8.29% |
| Vanguard Total Stock Market Index... | 3.08% | 14,544,564 | 1,078,043,084 | +57,998 | +0.40% |
| Vanguard Mid Cap Index Fund | 2.33% | 11,027,835 | 817,383,130 | +11,536 | +0.10% |
| Vanguard 500 Index Fund | 2.32% | 10,980,255 | 813,856,501 | +31,978 | +0.29% |
| Cohen & Steers Real Estate Securi... | 1.54% | 7,277,410 | 539,401,629 | +1,349,378 | +22.76% |
| Vanguard Wellington Fund | 1.43% | 6,754,700 | 500,658,364 | -62,240 | -0.91% |
| Cohen & Steers Institutional Real... | 1.34% | 6,337,443 | 469,731,275 | +1,293,620 | +25.65% |
| Cohen & Steers Realty Shares, Inc... | 1.15% | 5,452,677 | 404,152,419 | +449,478 | +8.98% |
| Daiwa Asset Daiwa US-REIT Open Mo... | 1.14% | 5,407,851 | 400,829,916 | +716,127 | +15.26% |