- Type / Class
- Equity / Common Stock
- Shares outstanding
- 685,694,178
- Total 13F shares
- 369,556,848
- Share change
- +5,735,224
- Total reported value
- $30,217,123,855
- Put/Call ratio
- 126%
- Price per share
- $81.78
- Number of holders
- 843
- Value change
- +$464,405,924
- Number of buys
- 385
- Number of sells
- 345
Quarterly Holders Quick Answers
What is CUSIP 95040Q104?
CUSIP 95040Q104 identifies WELL - WELLTOWER INC. - Common Stock in SEC institutional holdings data.
Need full ownership history?
Open the full security ownership history page.
Next holder-history checks
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- Back to full security ownership history for the broader multi-quarter picture.
- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
- SEC investors directory for manager drilldown.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 95040Q104:
Top shareholders of WELL - WELLTOWER INC. - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC |
13F
|
Company |
7.8%
|
53,335,728
|
$4,834,883,000 | — | 30 Sep 2019 | |
| BlackRock Finance, Inc. |
13F
|
Company |
6%
|
40,958,340
|
$3,712,876,000 | — | 30 Sep 2019 | |
| STATE STREET CORP |
13F
|
Company |
4.2%
|
28,933,195
|
$2,622,794,000 | — | 30 Sep 2019 | |
| COHEN & STEERS, INC. |
13F
|
Company |
3.5%
|
24,057,342
|
$2,180,798,000 | — | 30 Sep 2019 | |
| FMR LLC |
13F
|
Company |
1.4%
|
9,900,518
|
$897,483,000 | — | 30 Sep 2019 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
1.3%
|
8,808,834
|
$798,521,000 | — | 30 Sep 2019 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.1%
|
7,771,615
|
$703,639,000 | — | 30 Sep 2019 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.1%
|
7,242,843
|
$656,564,000 | — | 30 Sep 2019 | |
| Daiwa Securities Group Inc. |
13F
|
Company |
1%
|
6,859,906
|
$621,851,000 | — | 30 Sep 2019 | |
| PGGM Investments |
13F
|
Individual |
1%
|
6,851,000
|
$621,043,000 | — | 30 Sep 2019 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.9%
|
6,197,198
|
$561,774,000 | — | 30 Sep 2019 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
0.88%
|
6,063,515
|
$549,654,000 | — | 30 Sep 2019 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
0.87%
|
5,987,970
|
$542,809,000 | — | 30 Sep 2019 | |
| MORGAN STANLEY |
13F
|
Company |
0.84%
|
5,737,518
|
$520,107,000 | — | 30 Sep 2019 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.77%
|
5,269,472
|
$477,678,000 | — | 30 Sep 2019 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.75%
|
5,139,594
|
$465,905,000 | — | 30 Sep 2019 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.74%
|
5,065,482
|
$459,186,000 | — | 30 Sep 2019 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.71%
|
4,838,143
|
$438,577,000 | — | 30 Sep 2019 | |
| Legal & General Group Plc |
13F
|
Company |
0.63%
|
4,294,537
|
$389,293,000 | — | 30 Sep 2019 | |
| Invesco Ltd. |
13F
|
Company |
0.59%
|
4,066,876
|
$368,662,000 | — | 30 Sep 2019 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.59%
|
4,032,638
|
$365,560,000 | — | 30 Sep 2019 | |
| NORGES BANK |
13F
|
Company |
0.58%
|
3,956,071
|
$358,619,000 | — | 30 Sep 2019 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
0.56%
|
3,826,301
|
$346,848,000 | — | 30 Sep 2019 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.47%
|
3,243,817
|
$294,051,000 | — | 30 Sep 2019 | |
| FEDERATED HERMES, INC. |
13F
|
Company |
0.47%
|
3,217,475
|
$291,664,000 | — | 30 Sep 2019 | |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM |
13F
|
Company |
0.46%
|
3,139,581
|
$284,603,000 | — | 30 Sep 2019 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.45%
|
3,108,599
|
$281,794,000 | — | 30 Sep 2019 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.42%
|
2,881,699
|
$261,226,015 | — | 30 Sep 2019 | |
| Epoch Investment Partners, Inc. |
13F
|
Company |
0.39%
|
2,670,722
|
$242,101,000 | — | 30 Sep 2019 | |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC |
13F
|
Company |
0.35%
|
2,392,244
|
$216,857,000 | — | 30 Sep 2019 | |
| Zimmer Partners, LP |
13F
|
Company |
0.35%
|
2,386,287
|
$216,317,000 | — | 30 Sep 2019 | |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC |
13F
|
Company |
0.34%
|
2,317,823
|
$210,111,000 | — | 30 Sep 2019 | |
| SCHAFER CULLEN CAPITAL MANAGEMENT INC |
13F
|
Company |
0.33%
|
2,280,224
|
$206,702,000 | — | 30 Sep 2019 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
0.32%
|
2,165,977
|
$196,151,000 | — | 30 Sep 2019 | |
| Sumitomo Mitsui Trust Group, Inc. |
13F
|
Company |
0.3%
|
2,078,072
|
$188,377,000 | — | 30 Sep 2019 | |
| Swedbank |
13F
|
Company |
0.3%
|
2,045,932
|
$185,464,000 | — | 30 Sep 2019 | |
| AMP Capital Investors Ltd |
13F
|
Company |
0.27%
|
1,841,341
|
$166,254,000 | — | 30 Sep 2019 | |
| Brookfield Public Securities Group LLC |
13F
|
Company |
0.26%
|
1,767,079
|
$160,186,000 | — | 30 Sep 2019 | |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC |
13F
|
Company |
0.25%
|
1,730,834
|
$156,900,000 | — | 30 Sep 2019 | |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
13F
|
Company |
0.24%
|
1,673,771
|
$151,727,000 | — | 30 Sep 2019 | |
| Swiss National Bank |
13F
|
Company |
0.23%
|
1,584,784
|
$143,661,000 | — | 30 Sep 2019 | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
13F
|
Company |
0.22%
|
1,501,579
|
$136,118,000 | — | 30 Sep 2019 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
0.19%
|
1,302,664
|
$118,087,000 | — | 30 Sep 2019 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
0.19%
|
1,280,514
|
$116,079,000 | — | 30 Sep 2019 | |
| Aberdeen Group plc |
13F
|
Company |
0.19%
|
1,272,542
|
$115,376,000 | — | 30 Sep 2019 | |
| CREDIT SUISSE AG/ |
13F
|
Company |
0.18%
|
1,241,545
|
$112,547,000 | — | 30 Sep 2019 | |
| JANUS HENDERSON GROUP PLC |
13F
|
Company |
0.17%
|
1,132,834
|
$102,693,000 | — | 30 Sep 2019 | |
| Asset Management One Co., Ltd. |
13F
|
Company |
0.16%
|
1,068,622
|
$96,869,000 | — | 30 Sep 2019 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.15%
|
1,006,626
|
$91,259,000 | — | 30 Sep 2019 | |
| SEI INVESTMENTS CO |
13F
|
Company |
0.14%
|
947,217
|
$85,862,000 | — | 30 Sep 2019 |
Institutional Holders of WELLTOWER INC. - Common Stock (WELL) as of Q4 2019
As of 31 Dec 2019,
WELLTOWER INC. - Common Stock (WELL) was held by
843 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
369,556,848 shares.
The largest 10 holders included
VANGUARD GROUP INC, BlackRock Inc., STATE STREET CORP, COHEN & STEERS, INC., FMR LLC, PRINCIPAL FINANCIAL GROUP INC, GEODE CAPITAL MANAGEMENT, LLC, MORGAN STANLEY, NORTHERN TRUST CORP, and AMERICAN CENTURY COMPANIES INC.
This page lists
844
institutional shareholders reporting positions in this security
for the Q4 2019 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2019 vs Q3 2019 Across Filers
Q3 2019 holders
804
Q4 2019 holders
843
Holder diff
39
| Investor | Q3 2019 Shares | Q4 2019 Shares | Share Diff | Share Chg % | Q3 2019 Value $ | Q4 2019 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.