Also trades as: 0LUS.L (LSE) · $vol 0M
WELL Institutional Ownership
Welltower Inc.
1W: +3.1%
1M: +4.0%
3M: -0.8%
YTD: +29.2%
1Y: +37.2%
3Y: +200.8%
5Y: +221.9%
$226.72
-13.89 (-5.77%)
After Hours: $227.00 (+0.28, +0.12%)
Weekly Expected Move ±2.7%
$224
$231
$237
$244
$250
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: $909.4M held by 326 funds, 51 bp over Treasuries → details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — WELL
1,696
Institutional Holders
+88 vs prior quarter
0.0%
Ownership
+0.00pp
$149B
Total Invested
206
New Positions
672
Increased
567
Reduced
81
Closed
0.79
Put/Call Ratio
Ownership Trends
Top Institutional Holders (685 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | CALIFORNIA STATE TEACHERS RETIREMENT S | 244,081,495 | $55.3B | +243,046,172 | +23475.4% | 2Q | SEC ↗ |
| 2 | STATE STREET CORP NEW | 42,138,810 | $9.6B | +42,138,810 | — | 1Q | SEC ↗ |
| 3 | PRINCIPAL FINANCIAL GROUP INC NEW | 9,814,621 | $2.2B | +9,814,621 | — | 1Q | SEC ↗ |
| 4 | GOLDMAN SACHS GROUP INC NEW | 8,135,502 | $1.8B | +8,135,502 | — | 1Q | SEC ↗ |
| 5 | AMERIPRISE FINANCIAL INC NEW | 3,560,107 | $807M | +3,560,107 | — | 1Q | SEC ↗ |
| 6 | HSBC HOLDINGS PLC | 3,321,976 | $753M | +389,866 | +13.3% | 27Q | SEC ↗ |
| 7 | DUFF & PHELPS INVESTMENT MANAGEMENT CO NEW | 3,024,718 | $686M | +3,024,718 | — | 1Q | SEC ↗ |
| 8 | WELLS FARGO & COMPANY/MN NEW | 1,462,697 | $332M | +1,462,697 | — | 1Q | SEC ↗ |
| 9 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF NEW | 1,075,665 | $244M | +1,075,665 | — | 1Q | SEC ↗ |
| 10 | Adelante Capital Management LLC | 972,469 | $220M | -56,610 | -5.5% | 2Q | SEC ↗ |
| 11 | ENVESTNET ASSET MANAGEMENT INC NEW | 916,367 | $208M | +916,367 | — | 1Q | SEC ↗ |
| 12 | NEW YORK STATE COMMON RETIREMENT FUND NEW | 784,897 | $178M | +784,897 | — | 1Q | SEC ↗ |
| 13 | Allianz Asset Management GmbH NEW | 742,978 | $168M | +742,978 | — | 1Q | SEC ↗ |
| 14 | CONGRESS ASSET MANAGEMENT CO | 696,783 | $158M | -24,818 | -3.4% | 3Q | SEC ↗ |
| 15 | TCW GROUP INC NEW | 617,510 | $140M | +617,510 | — | 1Q | SEC ↗ |
| 16 | STATE BOARD OF ADMINISTRATION OF FLORI NEW | 587,165 | $133M | +587,165 | — | 1Q | SEC ↗ |
| 17 | CITADEL ADVISORS LLC NEW | 561,228 | $127M | +561,228 | — | 1Q | SEC ↗ |
| 18 | Retirement Systems of Alabama NEW | 537,415 | $122M | +537,415 | — | 1Q | SEC ↗ |
| 19 | MARSHALL WACE, LLP NEW | 491,600 | $111M | +491,600 | — | 1Q | SEC ↗ |
| 20 | State of Alaska, Department of Revenue | 421,983 | $96M | -449,868 | -51.6% | 2Q | SEC ↗ |
| 21 | MANUFACTURERS LIFE INSURANCE COMPANY, | 403,898 | $92M | -17,860 | -4.2% | 2Q | SEC ↗ |
| 22 | PRIMECAP MANAGEMENT CO/CA/ NEW | 385,509 | $87M | +385,509 | — | 1Q | SEC ↗ |
| 23 | Handelsbanken Fonder AB NEW | 353,123 | $80M | +353,123 | — | 1Q | SEC ↗ |
| 24 | Nykredit A/S NEW | 324,783 | $74M | +324,783 | — | 1Q | SEC ↗ |
| 25 | TORONTO DOMINION BANK NEW | 317,845 | $72M | +317,845 | — | 1Q | SEC ↗ |
| 26 | Candriam S.C.A. | 300,046 | $68M | -3,798 | -1.2% | 2Q | SEC ↗ |
| 27 | VIRGINIA RETIREMENT SYSTEMS ET Al NEW | 277,967 | $63M | +277,967 | — | 1Q | SEC ↗ |
| 28 | Robeco Institutional Asset Management NEW | 247,163 | $56M | +247,163 | — | 1Q | SEC ↗ |
| 29 | M.D. Sass, LLC NEW | 237,876 | $54M | +237,876 | — | 1Q | SEC ↗ |
| 30 | Walleye Capital LLC | 211,681 | $48M | +172,398 | +438.9% | 2Q | SEC ↗ |
| 31 | NewEdge Wealth, LLC NEW | 206,164 | $47M | +206,164 | — | 1Q | SEC ↗ |
| 32 | Czech National Bank NEW | 200,930 | $46M | +200,930 | — | 1Q | SEC ↗ |
| 33 | FACTORY MUTUAL INSURANCE CO NEW | 190,050 | $43M | +190,050 | — | 1Q | SEC ↗ |
| 34 | STATE OF MICHIGAN RETIREMENT SYSTEM NEW | 180,709 | $41M | +180,709 | — | 1Q | SEC ↗ |
| 35 | Ensign Peak Advisors, Inc NEW | 171,598 | $39M | +171,598 | — | 1Q | SEC ↗ |
| 36 | NISA INVESTMENT ADVISORS, LLC NEW | 167,393 | $38M | +167,393 | — | 1Q | SEC ↗ |
| 37 | INTECH INVESTMENT MANAGEMENT LLC NEW | 158,208 | $36M | +158,208 | — | 1Q | SEC ↗ |
| 38 | Jefferies Financial Group Inc. NEW | 142,905 | $32M | +142,905 | — | 1Q | SEC ↗ |
| 39 | TD Waterhouse Canada Inc. NEW | 141,372 | $32M | +141,372 | — | 1Q | SEC ↗ |
| 40 | MERCER GLOBAL ADVISORS INC /ADV NEW | 140,565 | $32M | +140,565 | — | 1Q | SEC ↗ |
| 41 | BANK OF NOVA SCOTIA NEW | 138,858 | $31M | +138,858 | — | 1Q | SEC ↗ |
| 42 | Inspire Investing, LLC NEW | 129,215 | $29M | +129,215 | — | 1Q | SEC ↗ |
| 43 | Knights of Columbus Asset Advisors LLC NEW | 127,725 | $29M | +127,725 | — | 1Q | SEC ↗ |
| 44 | Andra AP-fonden NEW | 127,700 | $29M | +127,700 | — | 1Q | SEC ↗ |
| 45 | OFI INVEST ASSET MANAGEMENT NEW | 127,021 | $29M | +127,021 | — | 1Q | SEC ↗ |
| 46 | ProShare Advisors LLC NEW | 123,668 | $28M | +123,668 | — | 1Q | SEC ↗ |
| 47 | Vert Asset Management LLC NEW | 122,448 | $28M | +122,448 | — | 1Q | SEC ↗ |
| 48 | Ethic Inc. NEW | 117,057 | $27M | +117,057 | — | 1Q | SEC ↗ |
| 49 | Rakuten Investment Management, Inc. NEW | 115,381 | $26M | +115,381 | — | 1Q | SEC ↗ |
| 50 | PensionDanmark Pensionsforsikringsakti NEW | 106,240 | $24M | +106,240 | — | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| STATE STREET CORP | 42,138,810 | $9.6B |
| PRINCIPAL FINANCIAL GROUP INC | 9,814,621 | $2.2B |
| GOLDMAN SACHS GROUP INC | 8,135,502 | $1.8B |
| AMERIPRISE FINANCIAL INC | 3,560,107 | $807M |
| DUFF & PHELPS INVESTMENT MANAGEMENT | 3,024,718 | $686M |
| WELLS FARGO & COMPANY/MN | 1,462,697 | $332M |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM | 1,075,665 | $244M |
| ENVESTNET ASSET MANAGEMENT INC | 916,367 | $208M |
| NEW YORK STATE COMMON RETIREMENT FU | 784,897 | $178M |
| Allianz Asset Management GmbH | 742,978 | $168M |
| TCW GROUP INC | 617,510 | $140M |
| STATE BOARD OF ADMINISTRATION OF FL | 587,165 | $133M |
| CITADEL ADVISORS LLC | 561,228 | $127M |
| Retirement Systems of Alabama | 537,415 | $122M |
| MARSHALL WACE, LLP | 491,600 | $111M |
| PRIMECAP MANAGEMENT CO/CA/ | 385,509 | $87M |
| Handelsbanken Fonder AB | 353,123 | $80M |
| Nykredit A/S | 324,783 | $74M |
| TORONTO DOMINION BANK | 317,845 | $72M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 277,967 | $63M |
Sold Out (0)
No sold-out positions this quarter.