Market Tracker

03/28 2:56pm ET

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 holders64.21%
Other institutional38.72%
Individual stakeholders0.30%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

12/31/2022COHEN & STEERS CAPITAL MANAGEMEN...  Bought 7.4 Million shares of Welltower Inc
12/31/2022CAPITAL RESEARCH & MANAGEMENT CO...  Bought 3.5 Million shares of Welltower Inc
12/31/2022PRINCIPAL GLOBAL INVESTORS LLC  Bought 3.4 Million shares of Welltower Inc

Top 10 Owners of Welltower Inc

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
The Vanguard Group, Inc.15.52%73,339,0015,435,886,754+1,126,356+1.56%
Cohen & Steers Capital Management...10.06%47,524,9923,522,552,407+7,380,563+18.39%
BlackRock Fund Advisors6.93%32,734,6352,426,291,146+1,389,588+4.43%
SSgA Funds Management, Inc.6.58%31,087,9572,304,239,373+855,476+2.83%
Wellington Management Co. LLP5.09%24,071,4551,784,176,245-1,842,426-7.11%
Norges Bank Investment Management3.57%16,854,7731,249,275,775+1,294,932+8.32%
Geode Capital Management LLC2.23%10,554,206782,277,749+347,749+3.41%
Principal Global Investors LLC2.17%10,232,143758,406,439+3,386,635+49.47%
Daiwa Asset Management Co. Ltd.2.16%10,209,872756,755,713+1,645,769+19.22%
Fidelity Management & Research Co...2.06%9,735,180721,571,542+373,934+3.99%

Top 10 Mutual Funds Holding Welltower Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Vanguard Real Estate Index Fund4.28%20,244,2591,500,504,477+317,170+1.59%
Government Pension Fund - Global ...3.54%16,741,4061,240,873,013+1,282,078+8.29%
Vanguard Total Stock Market Index...3.08%14,544,5641,078,043,084+57,998+0.40%
Vanguard Mid Cap Index Fund2.33%11,027,835817,383,130+11,536+0.10%
Vanguard 500 Index Fund2.32%10,980,255813,856,501+31,978+0.29%
Cohen & Steers Real Estate Securi...1.54%7,277,410539,401,629+1,349,378+22.76%
Vanguard Wellington Fund1.43%6,754,700500,658,364-62,240-0.91%
Cohen & Steers Institutional Real...1.34%6,337,443469,731,275+1,293,620+25.65%
Cohen & Steers Realty Shares, Inc...1.15%5,452,677404,152,419+449,478+8.98%
Daiwa Asset Daiwa US-REIT Open Mo...1.14%5,407,851400,829,916+716,127+15.26%