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