Welltower Inc (NYSE:WELL)
| 89.46 Delayed Data As of Dec 01 |  +0.36 / +0.40%Today’s Change | 62.62 Today|||52-Week Range 90.63 | +36.48% Year-to-Date |
Institutional investors hold a majority ownership of WELL through the 100.24% 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 $12.7 million shares.
| Mutual fund holders | 63.66% |
| Other institutional | 36.58% |
| Individual stakeholders | 0.27% |
Largest Quarterly Institutional
Transactions
Latest Institutional Activity
| 9/30/2023 | COHEN & STEERS CAPITAL MANAGEMEN... Bought 2.8 Million shares of Welltower Inc |
| 9/30/2023 | PRINCIPAL GLOBAL INVESTORS LLC Bought 2.6 Million shares of Welltower Inc |
| 9/30/2023 | THE VANGUARD GROUP, INC. Bought 2.1 Million shares of Welltower Inc |
Top 10 Owners of Welltower Inc
| Stockholder | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| The Vanguard Group, Inc. | 15.08% | 78,225,759 | 6,540,455,710 | +2,067,576 | +2.71% |
| Cohen & Steers Capital Management... | 7.86% | 40,769,115 | 3,408,705,705 | +2,760,840 | +7.26% |
| BlackRock Fund Advisors | 6.69% | 34,680,152 | 2,899,607,509 | +257,012 | +0.75% |
| SSgA Funds Management, Inc. | 6.27% | 32,518,761 | 2,718,893,607 | +289,360 | +0.90% |
| Wellington Management Co. LLP | 5.17% | 26,819,453 | 2,242,374,465 | -283,817 | -1.05% |
| Capital Research & Management Co.... | 4.20% | 21,771,112 | 1,820,282,674 | +387,747 | +1.81% |
| Norges Bank Investment Management | 3.25% | 16,854,773 | 1,409,227,571 | +7,423 | +0.04% |
| Principal Global Investors LLC | 2.49% | 12,925,394 | 1,080,692,192 | +2,596,718 | +25.14% |
| Geode Capital Management LLC | 2.34% | 12,117,683 | 1,013,159,476 | +599,465 | +5.20% |
| Fidelity Management & Research Co... | 1.74% | 9,041,202 | 755,934,899 | +24,089 | +0.27% |
Top 10 Mutual Funds Holding Welltower Inc
| Mutual fund | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| Vanguard Real Estate Index Fund | 3.80% | 19,733,809 | 1,649,943,770 | -148,673 | -0.75% |
| Government Pension Fund - Global ... | 3.23% | 16,741,406 | 1,399,748,956 | +1,282,078 | +8.29% |
| Vanguard Total Stock Market ETF | 3.13% | 16,238,529 | 1,357,703,410 | +88,484 | +0.55% |
| Vanguard 500 Index Fund | 2.42% | 12,528,423 | 1,047,501,447 | +61,322 | +0.49% |
| Vanguard Mid Cap Index Fund | 2.27% | 11,777,769 | 984,739,266 | +27,791 | +0.24% |
| Vanguard Wellington Fund | 1.65% | 8,569,599 | 716,504,172 | -127,721 | -1.47% |
| Washington Mutual Investors Fund | 1.61% | 8,348,644 | 698,030,125 | -22,653 | -0.27% |
| Cohen & Steers Real Estate Securi... | 1.24% | 6,432,191 | 537,795,490 | +749,647 | +13.19% |
| SPDR S&P 500 ETF Trust | 1.18% | 6,142,116 | 513,542,319 | +355,348 | +6.14% |
| Fidelity 500 Index Fund | 1.15% | 5,958,335 | 498,176,389 | +264,282 | +4.64% |