WELLTOWER INC. - Common Stock (WELL)

CUSIP: 95040Q104

Q3 2023 13F Holders as of 30 Sep 2023

Type / Class
Equity / Common Stock
Shares outstanding
685,694,178
Total 13F shares
513,051,341
Share change
+19,455,860
Total reported value
$42,032,563,422
Put/Call ratio
47%
Price per share
$81.92
Number of holders
817
Value change
+$1,595,527,304
Number of buys
381
Number of sells
301

Quarterly Holders Quick Answers

What is CUSIP 95040Q104?
CUSIP 95040Q104 identifies WELL - WELLTOWER INC. - Common Stock in SEC institutional holdings data.

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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
11%
78,600,919
$6,358,028,338 30 Jun 2023
13F
BlackRock Finance, Inc.
13F
Company
7.8%
53,409,103
$4,320,262,377 30 Jun 2023
13F
COHEN & STEERS, INC.
13F
Company
5.5%
38,008,275
$3,074,365,000 30 Jun 2023
13F
STATE STREET CORP
13F
Company
4.7%
32,229,401
$2,607,036,247 30 Jun 2023
13F
WELLINGTON MANAGEMENT GROUP LLP
13F
Company
4%
27,103,270
$2,192,383,510 30 Jun 2023
13F
Capital International Investors
13F
Company
3.1%
21,383,365
$1,729,700,395 30 Jun 2023
13F
NORGES BANK
13F
Company
2.6%
17,617,550
$1,425,083,620 30 Jun 2023
13F
FMR LLC
13F
Company
2.1%
14,497,845
$1,172,730,637 30 Jun 2023
13F
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
1.7%
11,518,218
$929,477,022 30 Jun 2023
13F
PRINCIPAL FINANCIAL GROUP INC
13F
Company
1.5%
10,328,676
$835,487,508 30 Jun 2023
13F
Daiwa Securities Group Inc.
13F
Company
1.2%
8,016,773
$648,477,000 30 Jun 2023
13F
JPMORGAN CHASE & CO
13F
Company
1.1%
7,558,867
$611,436,808 30 Jun 2023
13F
DIMENSIONAL FUND ADVISORS LP
13F
Company
1%
6,977,939
$564,443,187 30 Jun 2023
13F
Invesco Ltd.
13F
Company
1%
6,905,527
$558,588,093 30 Jun 2023
13F
Legal & General Group Plc
13F
Company
0.96%
6,579,680
$532,230,148 30 Jun 2023
13F
NORTHERN TRUST CORP
13F
Company
0.95%
6,494,045
$525,303,300 30 Jun 2023
13F
MORGAN STANLEY
13F
Company
0.93%
6,378,060
$515,921,437 30 Jun 2023
13F
PRICE T ROWE ASSOCIATES INC /MD/
13F
Company
0.88%
6,066,393
$490,713,000 30 Jun 2023
13F
DEUTSCHE BANK AG\
13F
Company
0.83%
5,719,851
$462,678,747 30 Jun 2023
13F
Resolution Capital Ltd
13F
Company
0.79%
5,432,969
$439,472,862 30 Jun 2023
13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
0.75%
5,117,485
$413,953,361 30 Jun 2023
13F
CENTERSQUARE INVESTMENT MANAGEMENT LLC
13F
Company
0.68%
4,645,916
$375,808,146 30 Jun 2023
13F
Bank of New York Mellon Corp
13F
Company
0.59%
4,043,211
$327,055,382 30 Jun 2023
13F
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
13F
Company
0.66%
4,534,026
$325,044,322 30 Jun 2023
13F
Nuveen Asset Management, LLC
13F
Company
0.5%
3,442,700
$278,480,003 30 Jun 2023
13F
Russell Investments Group, Ltd.
13F
Company
0.5%
3,444,644
$278,434,534 30 Jun 2023
13F
PRUDENTIAL FINANCIAL INC
13F
Company
0.44%
3,003,797
$242,977,099 30 Jun 2023
13F
GOLDMAN SACHS GROUP INC
13F
Company
0.39%
2,706,294
$218,912,210 30 Jun 2023
13F
Amundi
13F
Individual
0.38%
2,638,724
$214,729,247 30 Jun 2023
13F
Sumitomo Mitsui Trust Group, Inc.
13F
Company
0.38%
2,621,149
$212,024,743 30 Jun 2023
13F
Boston Partners
13F
Company
0.38%
2,576,007
$208,383,952 30 Jun 2023
13F
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC
13F
Company
0.37%
2,506,860
$202,779,905 30 Jun 2023
13F
AMERIPRISE FINANCIAL INC
13F
Company
0.36%
2,466,926
$198,207,477 30 Jun 2023
13F
PGGM Investments
13F
Individual
0.33%
2,290,426
$185,273,000 30 Jun 2023
13F
BANK OF AMERICA CORP /DE/
13F
Company
0.32%
2,181,468
$176,458,932 30 Jun 2023
13F
DUFF & PHELPS INVESTMENT MANAGEMENT CO
13F
Company
0.28%
1,916,712
$155,042,834 30 Jun 2023
13F
VOYA INVESTMENT MANAGEMENT LLC
13F
Company
0.28%
1,902,315
$153,878,260 30 Jun 2023
13F
Swiss National Bank
13F
Company
0.26%
1,792,500
$144,995,325 30 Jun 2023
13F
SEI INVESTMENTS CO
13F
Company
0.26%
1,756,109
$142,051,921 30 Jun 2023
13F
MACQUARIE GROUP LTD
13F
Company
0.25%
1,705,886
$137,989,230 30 Jun 2023
13F
JANUS HENDERSON GROUP PLC
13F
Company
0.23%
1,544,381
$124,917,609 30 Jun 2023
13F
CANADA PENSION PLAN INVESTMENT BOARD
13F
Company
0.2%
1,372,706
$111,038,188 30 Jun 2023
13F
HEITMAN REAL ESTATE SECURITIES LLC
13F
Company
0.2%
1,362,036
$110,175,092 30 Jun 2023
13F
HSBC HOLDINGS PLC
13F
Company
0.19%
1,289,984
$104,249,740 30 Jun 2023
13F
Adelante Capital Management LLC
13F
Company
0.17%
1,155,055
$93,432,000 30 Jun 2023
13F
ALLIANCEBERNSTEIN L.P.
13F
Company
0.17%
1,150,095
$93,031,185 30 Jun 2023
13F
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC
13F
Company
0.16%
1,102,698
$89,197,000 30 Jun 2023
13F
WELLS FARGO & COMPANY/MN
13F
Company
0.16%
1,076,113
$87,046,861 30 Jun 2023
13F
CREDIT SUISSE AG/
13F
Company
0.16%
1,072,679
$86,769,005 30 Jun 2023
13F
SCHRODER INVESTMENT MANAGEMENT GROUP
13F
Company
0.15%
1,040,848
$84,194,195 30 Jun 2023
13F

Institutional Holders of WELLTOWER INC. - Common Stock (WELL) as of Q3 2023

As of 30 Sep 2023, WELLTOWER INC. - Common Stock (WELL) was held by 817 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 513,051,341 shares. The largest 10 holders included VANGUARD GROUP INC, BlackRock Inc., COHEN & STEERS, INC., STATE STREET CORP, NORGES BANK, WELLINGTON MANAGEMENT GROUP LLP, Capital International Investors, FMR LLC, PRINCIPAL FINANCIAL GROUP INC, and GEODE CAPITAL MANAGEMENT, LLC. This page lists 817 institutional shareholders reporting positions in this security for the Q3 2023 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q3 2023 vs Q2 2023 Across Filers

Q2 2023 holders
805
Q3 2023 holders
817
Holder diff
12
Investor Q2 2023 Shares Q3 2023 Shares Share Diff Share Chg % Q2 2023 Value $ Q3 2023 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.
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