Also trades as: 0LUS.L (LSE) · $vol 0M
WELL NYSE
Welltower Inc.
1W: -0.8%
1M: +8.2%
3M: +4.1%
YTD: +16.0%
1Y: +44.0%
3Y: +194.4%
5Y: +231.3%
$216.19
+0.18 (+0.08%)
Weekly Expected Move ±3.8%
$198
$206
$214
$222
$230
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Income Statement
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Institutions
ETF Exposure
Dark Pool
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Supply Chain
Institutional Ownership — WELL
1,593
Institutional Holders
+55 vs prior quarter
0.0%
Ownership
+0.00pp
$115B
Total Invested
166
New Positions
600
Increased
625
Reduced
220
Closed
0.96
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1720 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 92,421,471 | $20.0B | +2,643,088 | +2.9% | 12Q | SEC ↗ |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC NEW | 90,704,868 | $19.6B | — | +0.0% | 1Q | SEC ↗ |
| 3 | BlackRock, Inc. | 74,003,756 | $16.0B | +1,223,102 | +1.7% | 7Q | SEC ↗ |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC NEW | 41,863,049 | $9.1B | — | +0.0% | 1Q | SEC ↗ |
| 5 | STATE STREET CORP | 41,560,777 | $9.0B | -199,551 | -0.5% | 13Q | SEC ↗ |
| 6 | COHEN & STEERS, INC. | 35,845,277 | $7.7B | +2,331,605 | +7.0% | 13Q | SEC ↗ |
| 7 | Capital International Investors | 35,817,366 | $7.7B | -11,614,403 | -24.5% | 13Q | SEC ↗ |
| 8 | NORGES BANK NEW | 29,450,268 | $6.4B | — | +0.0% | 1Q | SEC ↗ |
| 9 | FMR LLC | 22,175,983 | $4.8B | +1,352,910 | +6.5% | 13Q | SEC ↗ |
| 10 | BANK OF AMERICA CORP /DE | 21,750,501 | $4.7B | +1,347,243 | +6.6% | 13Q | SEC ↗ |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 17,767,889 | $3.8B | +760,518 | +4.5% | 13Q | SEC ↗ |
| 12 | PRICE T ROWE ASSOCIATES INC /MD | 17,215,818 | $3.7B | +389,783 | +2.3% | 13Q | SEC ↗ |
| 13 | WELLINGTON MANAGEMENT GROUP LLP | 16,950,076 | $3.7B | -1,704,411 | -9.1% | 13Q | SEC ↗ |
| 14 | Capital World Investors | 12,722,329 | $2.8B | +1,977,809 | +18.4% | 4Q | SEC ↗ |
| 15 | MORGAN STANLEY | 10,067,111 | $2.2B | +472,270 | +4.9% | 12Q | SEC ↗ |
| 16 | PRINCIPAL FINANCIAL GROUP INC | 9,606,655 | $2.1B | -487,428 | -4.8% | 13Q | SEC ↗ |
| 17 | NORTHERN TRUST CORP | 8,999,817 | $1.9B | +13,505 | +0.2% | 13Q | SEC ↗ |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 8,829,439 | $1.9B | +423,850 | +5.0% | 13Q | SEC ↗ |
| 19 | DZ BANK AG Deutsche Zentral Genossensc | 8,768,922 | $1.9B | -454,173 | -4.9% | 9Q | SEC ↗ |
| 20 | JPMORGAN CHASE & CO | 8,666,680 | $1.9B | +225,686 | +2.7% | 13Q | SEC ↗ |
| 21 | DIMENSIONAL FUND ADVISORS LP | 8,345,022 | $1.8B | +57,938 | +0.7% | 13Q | SEC ↗ |
| 22 | UBS AM, a distinct business unit of UB | 8,170,874 | $1.8B | +8,148,400 | +36257.0% | 13Q | SEC ↗ |
| 23 | Legal & General Group Plc | 7,239,197 | $1.6B | -68,122 | -0.9% | 13Q | SEC ↗ |
| 24 | GOLDMAN SACHS GROUP INC | 6,734,131 | $1.5B | -2,213,196 | -24.7% | 13Q | SEC ↗ |
| 25 | Invesco Ltd. | 6,634,404 | $1.4B | -281,623 | -4.1% | 13Q | SEC ↗ |
| 26 | Capital Research Global Investors | 6,534,932 | $1.4B | +6,228,622 | +2033.4% | 8Q | SEC ↗ |
| 27 | Nuveen, LLC | 5,442,019 | $1.2B | +376,243 | +7.4% | 5Q | SEC ↗ |
| 28 | CENTERSQUARE INVESTMENT MANAGEMENT LLC | 5,242,709 | $1.1B | -299,293 | -5.4% | 13Q | SEC ↗ |
| 29 | DEUTSCHE BANK AG | 5,144,394 | $1.1B | -592,534 | -10.3% | 13Q | SEC ↗ |
| 30 | Daiwa Securities Group Inc. | 4,283,582 | $$926M | -194,324 | -4.3% | 13Q | SEC ↗ |
| 31 | Bank of New York Mellon Corp | 3,972,536 | $$859M | -55,900 | -1.4% | 13Q | SEC ↗ |
| 32 | VANGUARD FIDUCIARY TRUST CO NEW | 3,926,660 | $$849M | — | +0.0% | 1Q | SEC ↗ |
| 33 | Resolution Capital Ltd | 3,605,925 | $$780M | +34,547 | +1.0% | 13Q | SEC ↗ |
| 34 | AMERIPRISE FINANCIAL INC | 3,560,107 | $$770M | +844,729 | +31.1% | 13Q | SEC ↗ |
| 35 | Amundi | 3,331,121 | $$720M | -169,772 | -4.8% | 13Q | SEC ↗ |
| 36 | WCM INVESTMENT MANAGEMENT, LLC | 3,256,983 | $$704M | -24,554 | -0.7% | 4Q | SEC ↗ |
| 37 | HSBC HOLDINGS PLC | 3,231,108 | $$699M | -2,550,480 | -44.1% | 13Q | SEC ↗ |
| 38 | Sumitomo Mitsui Trust Group, Inc. | 3,177,717 | $$687M | -7,623 | -0.2% | 13Q | SEC ↗ |
| 39 | PRUDENTIAL FINANCIAL INC | 3,035,898 | $$656M | +106,720 | +3.6% | 13Q | SEC ↗ |
| 40 | CBRE INVESTMENT MANAGEMENT LISTED REAL | 3,006,833 | $$650M | -222,845 | -6.9% | 13Q | SEC ↗ |
| 41 | Russell Investments Group, Ltd. | 2,869,519 | $$620M | +155,678 | +5.7% | 13Q | SEC ↗ |
| 42 | SEI INVESTMENTS CO | 2,658,479 | $$575M | +247,637 | +10.3% | 13Q | SEC ↗ |
| 43 | DUFF & PHELPS INVESTMENT MANAGEMENT CO | 2,632,540 | $$569M | +22,850 | +0.9% | 8Q | SEC ↗ |
| 44 | UBS Group AG | 2,464,410 | $$533M | +701,974 | +39.8% | 13Q | SEC ↗ |
| 45 | Mitsubishi UFJ Asset Management Co., L | 2,137,546 | $$462M | +171,418 | +8.7% | 13Q | SEC ↗ |
| 46 | NORDEA INVESTMENT MANAGEMENT AB | 2,030,294 | $$439M | +99,400 | +5.1% | 13Q | SEC ↗ |
| 47 | Swiss National Bank | 2,014,200 | $$435M | +181,400 | +9.9% | 13Q | SEC ↗ |
| 48 | National Pension Service | 1,953,024 | $$422M | +34,496 | +1.8% | 13Q | SEC ↗ |
| 49 | JANUS HENDERSON GROUP PLC | 1,797,172 | $$389M | +1,108,204 | +160.8% | 13Q | SEC ↗ |
| 50 | PGGM Investments | 1,751,383 | $$379M | -286,828 | -14.1% | 13Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 90,704,868 | $19.6B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 41,863,049 | $9.1B |
| NORGES BANK | 29,450,268 | $6.4B |
| VANGUARD FIDUCIARY TRUST CO | 3,926,660 | $$849M |
| Vanguard Global Advisers, LLC | 1,526,277 | $$330M |
| VANGUARD ASSET MANAGEMENT, Ltd | 1,198,867 | $$259M |
| Alphinity Investment Management Pty | 1,123,298 | $$243M |
| Vanguard Investments Australia, Ltd | 799,976 | $$173M |
| AXA Investment Managers S.A. | 501,821 | $$108M |
| Holocene Advisors, LP | 443,765 | $$96M |
| CIBC WORLD MARKETS CORP | 260,546 | $$56M |
| CIBC Bancorp USA Inc. | 258,678 | $$56M |
| Hudson Bay Capital Management LP | 235,296 | $$51M |
| Caisse de depot et placement du Que | 210,328 | $$45M |
| Eversept Partners, LP | 180,953 | $$39M |
| Eurizon Capital SGR S.p.A. | 167,637 | $$36M |
| Connor, Clark & Lunn Investment Man | 150,147 | $$32M |
| SEB Asset Management AB | 143,334 | $$31M |
| Gillson Capital LP | 137,998 | $$30M |
| Cornerstone Advisors, LLC | 120,083 | $$26M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| HRT FINANCIAL LP | 712,929 | $$154M |
| Qube Research & Technologies Ltd | 665,830 | $$144M |
| Alyeska Investment Group, L.P. | 551,331 | $$119M |
| AXA S.A. | 535,170 | $$116M |
| Apollo Management Holdings, L.P. | 514,660 | $$111M |
| JUPITER ASSET MANAGEMENT LTD | 428,705 | $$93M |
| Weiss Asset Management LP | 372,750 | $$81M |
| Employees Retirement System of Texa | 305,591 | $$66M |
| Artisan Partners Limited Partnershi | 262,930 | $$57M |
| Skandinaviska Enskilda Banken AB (p | 180,643 | $$39M |
| RENAISSANCE TECHNOLOGIES LLC | 173,063 | $$37M |
| MARSHALL WACE, LLP | 172,775 | $$37M |
| Compass Wealth Management LLC | 123,693 | $$27M |
| Freestone Grove Partners LP | 101,272 | $$22M |
| Symphony Financial, Ltd. Co. | 90,403 | $$20M |
| Gradient Investments LLC | 87,143 | $$19M |
| ODDO BHF ASSET MANAGEMENT SAS | 86,147 | $$19M |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS | 81,819 | $$18M |
| Cubist Systematic Strategies, LLC | 70,321 | $$15M |
| DLD Asset Management, LP | 65,720 | $$14M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| UBS AM, a distinct business unit of | +8,148,400 | +36257.0% | 8,170,874 |
| Capital Research Global Investors | +6,228,622 | +2033.4% | 6,534,932 |
| VANGUARD GROUP INC | +2,643,088 | +2.9% | 92,421,471 |
| COHEN & STEERS, INC. | +2,331,605 | +7.0% | 35,845,277 |
| Capital World Investors | +1,977,809 | +18.4% | 12,722,329 |
| FMR LLC | +1,352,910 | +6.5% | 22,175,983 |
| BANK OF AMERICA CORP /DE | +1,347,243 | +6.6% | 21,750,501 |
| BlackRock, Inc. | +1,223,102 | +1.7% | 74,003,756 |
| JANUS HENDERSON GROUP PLC | +1,108,204 | +160.8% | 1,797,172 |
| HEALTHCARE OF ONTARIO PENSION PLAN | +896,692 | +3305.0% | 923,823 |
| SG Americas Securities, LLC | +862,586 | +331.4% | 1,122,894 |
| AMERIPRISE FINANCIAL INC | +844,729 | +31.1% | 3,560,107 |
| GEODE CAPITAL MANAGEMENT, LLC | +760,518 | +4.5% | 17,767,889 |
| UBS Group AG | +701,974 | +39.8% | 2,464,410 |
| 1832 Asset Management L.P. | +544,580 | +484.5% | 656,987 |
| MORGAN STANLEY | +472,270 | +4.9% | 10,067,111 |
| CITIGROUP INC | +461,387 | +73.2% | 1,091,922 |
| CANADA PENSION PLAN INVESTMENT BOAR | +444,787 | +94.4% | 916,022 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | +423,850 | +5.0% | 8,829,439 |
| PRICE T ROWE ASSOCIATES INC /MD | +389,783 | +2.3% | 17,215,818 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Capital International Investors | -11,614,403 | -24.5% | 35,817,366 |
| Cardano Risk Management B.V. | -8,516,240 | -89.5% | 997,300 |
| HSBC HOLDINGS PLC | -2,550,480 | -44.1% | 3,231,108 |
| GOLDMAN SACHS GROUP INC | -2,213,196 | -24.7% | 6,734,131 |
| WELLINGTON MANAGEMENT GROUP LLP | -1,704,411 | -9.1% | 16,950,076 |
| Swedbank AB | -720,903 | -53.2% | 633,469 |
| D. E. Shaw & Co., Inc. | -699,067 | -39.1% | 1,089,624 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | -629,751 | -97.9% | 13,823 |
| DEUTSCHE BANK AG | -592,534 | -10.3% | 5,144,394 |
| PRINCIPAL FINANCIAL GROUP INC | -487,428 | -4.8% | 9,606,655 |
| DZ BANK AG Deutsche Zentral Genosse | -454,173 | -4.9% | 8,768,922 |
| MILLENNIUM MANAGEMENT LLC | -422,794 | -90.7% | 43,212 |
| NOMURA ASSET MANAGEMENT INTERNATION | -404,542 | -33.3% | 810,731 |
| Candriam S.C.A. | -400,878 | -56.9% | 303,844 |
| CENTERSQUARE INVESTMENT MANAGEMENT | -299,293 | -5.4% | 5,242,709 |
| NATIONAL BANK OF CANADA /FI | -291,610 | -68.2% | 135,683 |
| PGGM Investments | -286,828 | -14.1% | 1,751,383 |
| Invesco Ltd. | -281,623 | -4.1% | 6,634,404 |
| California Public Employees Retirem | -241,733 | -14.5% | 1,420,440 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | -234,427 | -78.5% | 64,190 |