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 $13.3 million shares.
| Mutual fund holders | 62.19% |
| Other institutional | 36.02% |
| Individual stakeholders | 0.27% |
Largest Quarterly Institutional
Transactions
Latest Institutional Activity
| 9/19/2023 | AMUNDI ASSET MANAGEMENT SA (INVE... Bought 109.2 Thousand shares of Welltower Inc |
| 8/31/2023 | PRINCIPAL REAL ESTATE INVESTORS ... Bought 39.1 Thousand shares of Welltower Inc |
| 9/07/2023 | STATE STREET GLOBAL ADVISORS TRU... Bought 12.0 Thousand shares of Welltower Inc |
Top 10 Owners of Welltower Inc
| Stockholder | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| The Vanguard Group, Inc. | 14.68% | 76,158,183 | 6,311,990,207 | +1,291,837 | +1.73% |
| Cohen & Steers Capital Management... | 7.33% | 38,008,275 | 3,150,125,832 | -6,300,845 | -14.22% |
| BlackRock Fund Advisors | 6.64% | 34,423,140 | 2,852,989,843 | +1,937,988 | +5.97% |
| SSgA Funds Management, Inc. | 6.21% | 32,229,401 | 2,671,172,755 | +1,419,482 | +4.61% |
| Wellington Management Co. LLP | 5.23% | 27,103,270 | 2,246,319,018 | +3,663,642 | +15.63% |
| Capital Research & Management Co.... | 4.12% | 21,383,365 | 1,772,253,291 | +6,808,299 | +46.71% |
| Norges Bank Investment Management | 3.25% | 16,854,773 | 1,396,923,586 | +7,423 | +0.04% |
| Geode Capital Management LLC | 2.22% | 11,518,218 | 954,629,908 | +726,212 | +6.73% |
| Principal Global Investors LLC | 1.99% | 10,328,676 | 856,040,667 | -32,493 | -0.31% |
| Fidelity Management & Research Co... | 1.74% | 9,017,113 | 747,338,325 | -1,495,184 | -14.22% |
Top 10 Mutual Funds Holding Welltower Inc
| Mutual fund | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| Vanguard Real Estate Index Fund | 3.86% | 20,027,854 | 1,659,908,540 | -145,948 | -0.72% |
| Government Pension Fund - Global ... | 3.23% | 16,741,406 | 1,387,527,729 | +1,282,078 | +8.29% |
| Vanguard Total Stock Market ETF | 2.99% | 15,497,421 | 1,284,426,252 | -1,250 | -0.01% |
| Vanguard 500 Index Fund | 2.31% | 11,970,781 | 992,138,329 | +64,654 | +0.54% |
| Vanguard Mid Cap Index Fund | 2.22% | 11,517,793 | 954,594,684 | +15,545 | +0.14% |
| Vanguard Wellington Fund | 1.68% | 8,697,320 | 720,833,882 | +2,061,710 | +31.07% |
| Washington Mutual Investors Fund | 1.61% | 8,371,297 | 693,813,095 | 0 | 0.00% |
| Cohen & Steers Real Estate Securi... | 1.10% | 5,682,544 | 470,969,247 | -1,099,816 | -16.22% |
| Fidelity 500 Index Fund | 1.09% | 5,648,790 | 468,171,715 | +36,236 | +0.65% |
| SPDR S&P 500 ETF Trust | 1.05% | 5,464,476 | 452,895,771 | +23,088 | +0.42% |