Welltower Inc. Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
VANGUARD GROUP INC | 02/11/2025 | 98.30 M | $12.39 B | 2.73% | 16.08% |
BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 64.90 M | $8.18 B | 5.47% | 10.37% |
COHEN & STEERS, INC. | 02/13/2025 | 37.91 M | $4.78 B | -0.30% | 6.06% |
CAPITAL INTERNATIONAL INVESTORS | 02/13/2025 | 37.10 M | $4.67 B | 0.87% | 5.93% |
NORGES BANK | 02/12/2025 | 31.29 M | $3.94 B | 100.00% | 5.12% |
WELLINGTON MANAGEMENT GROUP LLP | 02/12/2025 | 18.68 M | $2.35 B | -0.06% | 3.06% |
FMR LLC | 02/13/2025 | 15.78 M | $1.99 B | 9.39% | 2.58% |
GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 13.56 M | $1.71 B | 4.99% | 2.22% |
PRINCIPAL FINANCIAL GROUP INC | 01/31/2025 | 11.91 M | $1.50 B | -2.19% | 1.95% |
JPMORGAN CHASE & CO | 02/12/2025 | 10.14 M | $1.28 B | -20.36% | 1.66% |
UBS ASSET MANAGEMENT AMERICAS INC | 02/14/2025 | 7.63 M | $961.95 M | 10.29% | 1.25% |
DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 7.48 M | $942.16 M | -3.64% | 1.22% |
INVESCO LTD. | 02/13/2025 | 7.42 M | $935.77 M | 0.09% | 1.21% |
LEGAL & GENERAL GROUP PLC | 02/13/2025 | 6.89 M | $868.36 M | -15.39% | 1.13% |
DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 02/14/2025 | 6.52 M | $821.50 M | 3.72% | 1.04% |
PRICE T ROWE ASSOCIATES INC /MD/ | 02/14/2025 | 6.30 M | $794.18 M | -0.79% | 1.03% |
DAIWA SECURITIES GROUP INC. | 02/07/2025 | 6.24 M | $786.31 M | -6.86% | 1.00% |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 6.08 M | $766.10 M | 0.21% | 0.99% |
RESOLUTION CAPITAL LTD | 02/14/2025 | 5.77 M | $727.09 M | -5.45% | 0.92% |
DEUTSCHE BANK AG\ | 02/14/2025 | 5.00 M | $630.54 M | 5.36% | 0.82% |
NUVEEN ASSET MANAGEMENT, LLC | 02/14/2025 | 4.79 M | $603.78 M | -0.97% | 0.78% |
CENTERSQUARE INVESTMENT MANAGEMENT LLC | 02/12/2025 | 4.89 M | $616.84 M | -5.27% | 0.78% |
BANK OF NEW YORK MELLON CORP | 02/04/2025 | 3.88 M | $489.59 M | 3.11% | 0.64% |
GOLDMAN SACHS GROUP INC | 02/11/2025 | 3.70 M | $466.10 M | -8.20% | 0.61% |
AMUNDI | 02/07/2025 | 3.77 M | $477.31 M | 18.50% | 0.60% |
RUSSELL INVESTMENTS GROUP, LTD. | 02/13/2025 | 3.49 M | $439.91 M | -8.20% | 0.57% |
ZIMMER PARTNERS, LP | 02/14/2025 | 3.33 M | $419.65 M | 0.39% | 0.53% |
SUMITOMO MITSUI TRUST HOLDINGS, INC. | 01/28/2025 | 3.11 M | $391.53 M | 6.60% | 0.50% |
PRUDENTIAL FINANCIAL INC | 02/11/2025 | 2.78 M | $350.04 M | -6.31% | 0.45% |
SEI INVESTMENTS CO | 02/11/2025 | 2.56 M | $322.57 M | -2.19% | 0.42% |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 02/12/2025 | 2.58 M | $324.62 M | 1.51% | 0.41% |
PGGM INVESTMENTS | 02/10/2025 | 2.57 M | $324.27 M | -1.81% | 0.41% |
HSBC HOLDINGS PLC | 02/14/2025 | 2.21 M | $277.87 M | 0.36% | 0.36% |
UBS GROUP AG | 02/14/2025 | 2.02 M | $254.55 M | 19.69% | 0.33% |
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 02/06/2025 | 1.94 M | $244.11 M | 17.25% | 0.31% |
GROUPAMA ASSET MANAGMENT | 02/12/2025 | 1.90 M | $2.18 M | 23,204.31% | 0.30% |
MACQUARIE GROUP LTD | 02/14/2025 | 1.85 M | $230.56 M | -5.24% | 0.30% |
SWISS NATIONAL BANK | 02/10/2025 | 1.75 M | $220.20 M | -1.55% | 0.29% |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 02/12/2025 | 1.66 M | $209.36 M | 61.43% | 0.27% |
AMERIPRISE FINANCIAL INC | 02/14/2025 | 1.60 M | $197.53 M | -5.34% | 0.26% |
02/28/2025 | 1.54 M | $194.27 M | 100.00% | 0.25% | |
NORDEA INVESTMENT MANAGEMENT AB | 01/06/2025 | 1.48 M | $185.65 M | 28.15% | 0.24% |
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC | 02/13/2025 | 1.44 M | $181.44 M | 7.21% | 0.23% |
VOYA INVESTMENT MANAGEMENT LLC | 02/14/2025 | 1.39 M | $174.91 M | -4.91% | 0.23% |
AEW CAPITAL MANAGEMENT L P | 02/05/2025 | 1.41 M | $177.51 M | 2.78% | 0.23% |
NATIONAL PENSION SERVICE | 02/05/2025 | 1.40 M | $176.94 M | 1.35% | 0.22% |
SCHRODER INVESTMENT MANAGEMENT GROUP | 02/12/2025 | 1.35 M | $168.61 M | 3.46% | 0.22% |
MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 02/12/2025 | 1.34 M | $168.73 M | 8.76% | 0.21% |
APG ASSET MANAGEMENT US INC. | 02/13/2025 | 1.34 M | $168.64 M | 1.79% | 0.21% |
ABRDN PLC | 01/24/2025 | 1.34 M | $167.69 M | 1.99% | 0.21% |
Welltower Inc. institutional Ownership - FAQ's
During the previous two years, 1428 institutional investors and hedge funds held shares of Welltower Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 98.3 M
BlackRock Funding, Inc. /DE: 64.9 M
COHEN & STEERS, INC.: 37.91 M
Capital International Investors: 37.1 M
NORGES BANK: 31.29 M
WELLINGTON MANAGEMENT GROUP LLP: 18.68 M
98.68% of Welltower Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 698.62 M shares in the last 24 months. This purchase volume represents approximately $86.66 B in transactions.