Welltower Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/13/2024 | 95.68 M | $12.25 B | 1.38% | 15.65% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 61.54 M | $7.88 B | 100.00% | 10.07% |
| COHEN & STEERS, INC. | 11/14/2024 | 38.03 M | $4.87 B | -2.29% | 6.22% |
| CAPITAL INTERNATIONAL INVESTORS | 11/13/2024 | 36.78 M | $4.71 B | 2.32% | 6.02% |
| STATE STREET CORP | 11/14/2024 | 35.63 M | $4.56 B | 0.05% | 5.83% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2024 | 18.69 M | $2.39 B | 10.64% | 3.06% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 17.05 M | $2.18 B | -4.46% | 2.79% |
| FMR LLC | 11/13/2024 | 14.43 M | $1.85 B | 38.06% | 2.36% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 12.91 M | $1.65 B | -1.35% | 2.11% |
| JPMORGAN CHASE & CO | 12/26/2024 | 12.73 M | $1.63 B | -0.73% | 2.08% |
| PRINCIPAL FINANCIAL GROUP INC | 10/31/2024 | 12.17 M | $1.56 B | -2.13% | 1.99% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 8.14 M | $1.04 B | -2.70% | 1.33% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 7.76 M | $993.30 M | -0.72% | 1.27% |
| INVESCO LTD. | 11/12/2024 | 7.42 M | $949.77 M | 7.89% | 1.21% |
| MORGAN STANLEY | 11/14/2024 | 7.19 M | $920.60 M | -2.38% | 1.18% |
| DAIWA SECURITIES GROUP INC. | 11/12/2024 | 6.70 M | $857.65 M | -7.20% | 1.10% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2024 | 6.35 M | $813.18 M | -7.64% | 1.04% |
| DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 11/14/2024 | 6.28 M | $804.64 M | 178.63% | 1.03% |
| RESOLUTION CAPITAL LTD | 11/14/2024 | 6.10 M | $781.22 M | -10.51% | 1.00% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 6.07 M | $776.66 M | 0.77% | 0.99% |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | 11/12/2024 | 5.17 M | $661.50 M | -2.10% | 0.85% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 4.84 M | $619.34 M | 1.67% | 0.79% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 4.03 M | $515.80 M | 3.18% | 0.66% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2024 | 3.80 M | $486.77 M | -9.00% | 0.62% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 3.77 M | $482.35 M | -6.42% | 0.62% |
| ZIMMER PARTNERS, LP | 11/14/2024 | 3.32 M | $424.64 M | 0.00% | 0.54% |
| AMUNDI | 11/13/2024 | 3.18 M | $397.34 M | 3.25% | 0.52% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 11/05/2024 | 2.91 M | $373.13 M | 11.13% | 0.48% |
| PGGM INVESTMENTS | 11/13/2024 | 2.62 M | $335.47 M | 12.53% | 0.43% |
| SEI INVESTMENTS CO | 11/12/2024 | 2.62 M | $335.02 M | -4.78% | 0.43% |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 11/15/2024 | 2.54 M | $324.85 M | 3.74% | 0.42% |
| CANADA PENSION PLAN INVESTMENT BOARD | 11/14/2024 | 2.14 M | $273.76 M | 1.22% | 0.35% |
| MACQUARIE GROUP LTD | 11/14/2024 | 1.95 M | $250.28 M | -4.30% | 0.32% |
| SWISS NATIONAL BANK | 11/07/2024 | 1.77 M | $227.21 M | 5.37% | 0.29% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 1.69 M | $211.99 M | -12.51% | 0.28% |
| UBS GROUP AG | 11/14/2024 | 1.69 M | $216.05 M | 46.27% | 0.28% |
| BARCLAYS PLC | 11/19/2024 | 1.68 M | $215.66 M | 29.22% | 0.28% |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 11/14/2024 | 1.65 M | $211.50 M | -11.64% | 0.27% |
| CITADEL ADVISORS LLC | 11/14/2024 | 1.55 M | $198.01 M | 1,639.40% | 0.25% |
| VOYA INVESTMENT MANAGEMENT LLC | 11/14/2024 | 1.46 M | $186.70 M | -31.82% | 0.24% |
| NATIONAL PENSION SERVICE | 10/30/2024 | 1.39 M | $177.36 M | 18.90% | 0.23% |
| AEW CAPITAL MANAGEMENT L P | 11/14/2024 | 1.37 M | $175.45 M | 1.35% | 0.22% |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC | 11/12/2024 | 1.34 M | $171.92 M | 42.77% | 0.22% |
| APG ASSET MANAGEMENT US INC. | 11/14/2024 | 1.31 M | $167.71 M | 6.20% | 0.22% |
| ABRDN PLC | 10/25/2024 | 1.31 M | $167.12 M | 12.73% | 0.21% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 11/13/2024 | 1.30 M | $165.95 M | -10.26% | 0.21% |
| ALLIANZ ASSET MANAGEMENT GMBH | 11/13/2024 | 1.24 M | $159.06 M | 18.08% | 0.20% |
| FLAT FOOTED LLC | 11/14/2024 | 1.24 M | $158.72 M | 25.27% | 0.20% |
| MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 11/08/2024 | 1.23 M | $157.86 M | 5.48% | 0.20% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 1.20 M | $153.08 M | -14.89% | 0.20% |
Welltower Inc.institutional Ownership - FAQ's
During the previous two years, 1261 institutional investors and hedge funds held shares of Welltower Inc.. The most heavily invested institutionals were:
LifePlan Financial, LLC: 0
Dakota Wealth Management: 0
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC: 0
Aspire Private Capital, LLC: 0
Mendota Financial Group, LLC: 0
HORIZON BANCORP INC /IN/: 0
93.22% of Welltower Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 698.59 M shares in the last 24 months. This purchase volume represents approximately $90.50 B in transactions.