- Type / Class
- Equity / Common Stock
- Shares outstanding
- 698,282,583
- Total 13F shares
- 371,439,719
- Share change
- +745,999
- Total reported value
- $17,003,425,829
- Put/Call ratio
- 111%
- Price per share
- $45.78
- Number of holders
- 732
- Value change
- -$70,759,031
- Number of buys
- 338
- Number of sells
- 468
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 |
7.6%
|
52,864,862
|
$4,323,289,000 | — | 31 Dec 2019 | |
| BlackRock Finance, Inc. |
13F
|
Company |
6%
|
42,227,377
|
$3,453,354,000 | — | 31 Dec 2019 | |
| STATE STREET CORP |
13F
|
Company |
3.9%
|
27,103,341
|
$2,216,511,000 | — | 31 Dec 2019 | |
| COHEN & STEERS, INC. |
13F
|
Company |
3.3%
|
23,378,118
|
$1,911,862,000 | — | 31 Dec 2019 | |
| FMR LLC |
13F
|
Company |
1.4%
|
9,789,581
|
$800,591,000 | — | 31 Dec 2019 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
1.3%
|
9,087,248
|
$743,155,000 | — | 31 Dec 2019 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.2%
|
8,192,931
|
$668,962,000 | — | 31 Dec 2019 | |
| MORGAN STANLEY |
13F
|
Company |
1.1%
|
7,997,062
|
$654,000,000 | — | 31 Dec 2019 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.1%
|
7,568,360
|
$618,941,000 | — | 31 Dec 2019 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
1.1%
|
7,364,098
|
$602,236,000 | — | 31 Dec 2019 | |
| PGGM Investments |
13F
|
Individual |
0.98%
|
6,851,000
|
$560,275,000 | — | 31 Dec 2019 | |
| Daiwa Securities Group Inc. |
13F
|
Company |
0.94%
|
6,587,642
|
$538,737,000 | — | 31 Dec 2019 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.9%
|
6,260,595
|
$511,992,000 | — | 31 Dec 2019 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
0.87%
|
6,053,660
|
$495,060,000 | — | 31 Dec 2019 | |
| Invesco Ltd. |
13F
|
Company |
0.79%
|
5,536,390
|
$452,765,000 | — | 31 Dec 2019 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.76%
|
5,284,504
|
$432,167,000 | — | 31 Dec 2019 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.74%
|
5,148,344
|
$421,031,000 | — | 31 Dec 2019 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.72%
|
5,016,484
|
$410,247,000 | — | 31 Dec 2019 | |
| Zimmer Partners, LP |
13F
|
Company |
0.71%
|
4,930,710
|
$403,233,000 | — | 31 Dec 2019 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.7%
|
4,856,961
|
$397,203,000 | — | 31 Dec 2019 | |
| Legal & General Group Plc |
13F
|
Company |
0.63%
|
4,411,246
|
$360,744,000 | — | 31 Dec 2019 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.6%
|
4,211,993
|
$344,457,000 | — | 31 Dec 2019 | |
| NORGES BANK |
13F
|
Company |
0.57%
|
3,956,071
|
$323,527,000 | — | 31 Dec 2019 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.56%
|
3,932,831
|
$321,627,000 | — | 31 Dec 2019 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.55%
|
3,822,596
|
$312,612,000 | — | 31 Dec 2019 | |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM |
13F
|
Company |
0.48%
|
3,361,041
|
$274,866,000 | — | 31 Dec 2019 | |
| FEDERATED HERMES, INC. |
13F
|
Company |
0.45%
|
3,112,835
|
$254,568,000 | — | 31 Dec 2019 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.42%
|
2,923,091
|
$239,050,382 | — | 31 Dec 2019 | |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC |
13F
|
Company |
0.35%
|
2,442,113
|
$199,716,000 | — | 31 Dec 2019 | |
| Brookfield Public Securities Group LLC |
13F
|
Company |
0.34%
|
2,368,049
|
$193,659,000 | — | 31 Dec 2019 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
0.33%
|
2,304,332
|
$188,442,000 | — | 31 Dec 2019 | |
| Sumitomo Mitsui Trust Group, Inc. |
13F
|
Company |
0.33%
|
2,304,141
|
$188,433,000 | — | 31 Dec 2019 | |
| Epoch Investment Partners, Inc. |
13F
|
Company |
0.33%
|
2,283,811
|
$186,770,000 | — | 31 Dec 2019 | |
| SCHAFER CULLEN CAPITAL MANAGEMENT INC |
13F
|
Company |
0.31%
|
2,192,787
|
$179,326,000 | — | 31 Dec 2019 | |
| AMP Capital Investors Ltd |
13F
|
Company |
0.24%
|
1,687,375
|
$136,692,000 | — | 31 Dec 2019 | |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC |
13F
|
Company |
0.24%
|
1,659,654
|
$135,727,000 | — | 31 Dec 2019 | |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC |
13F
|
Company |
0.23%
|
1,621,124
|
$132,576,000 | — | 31 Dec 2019 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
0.23%
|
1,609,668
|
$131,198,000 | — | 31 Dec 2019 | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
13F
|
Company |
0.23%
|
1,603,074
|
$131,098,000 | — | 31 Dec 2019 | |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
13F
|
Company |
0.23%
|
1,616,067
|
$130,956,000 | — | 31 Dec 2019 | |
| Swiss National Bank |
13F
|
Company |
0.22%
|
1,529,784
|
$125,106,000 | — | 31 Dec 2019 | |
| AEW CAPITAL MANAGEMENT L P |
13F
|
Company |
0.21%
|
1,464,900
|
$119,800,000 | — | 31 Dec 2019 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
0.19%
|
1,309,638
|
$107,102,000 | — | 31 Dec 2019 | |
| Aberdeen Group plc |
13F
|
Company |
0.18%
|
1,290,616
|
$105,546,000 | — | 31 Dec 2019 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
0.18%
|
1,249,613
|
$102,193,000 | — | 31 Dec 2019 | |
| CREDIT SUISSE AG/ |
13F
|
Company |
0.15%
|
1,038,342
|
$84,916,000 | — | 31 Dec 2019 | |
| Asset Management One Co., Ltd. |
13F
|
Company |
0.15%
|
1,033,617
|
$84,529,000 | — | 31 Dec 2019 | |
| BANK OF MONTREAL /CAN/ |
13F
|
Company |
0.14%
|
1,012,186
|
$82,777,000 | — | 31 Dec 2019 | |
| BARCLAYS PLC |
13F
|
Company |
0.14%
|
995,088
|
$81,378,000 | — | 31 Dec 2019 | |
| HEITMAN REAL ESTATE SECURITIES LLC |
13F
|
Company |
0.14%
|
994,394
|
$81,322,000 | — | 31 Dec 2019 |
Institutional Holders of WELLTOWER INC. - Common Stock (WELL) as of Q1 2020
As of 31 Mar 2020,
WELLTOWER INC. - Common Stock (WELL) was held by
732 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
371,439,719 shares.
The largest 10 holders included
VANGUARD GROUP INC, BlackRock Inc., COHEN & STEERS, INC., STATE STREET CORP, FMR LLC, GEODE CAPITAL MANAGEMENT, LLC, Daiwa Securities Group Inc., NORTHERN TRUST CORP, MORGAN STANLEY, and AMERICAN CENTURY COMPANIES INC.
This page lists
733
institutional shareholders reporting positions in this security
for the Q1 2020 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2020 vs Q4 2019 Across Filers
Q4 2019 holders
843
Q1 2020 holders
732
Holder diff
-111
| Investor | Q4 2019 Shares | Q1 2020 Shares | Share Diff | Share Chg % | Q4 2019 Value $ | Q1 2020 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.