NYSE:WELL

Welltower Institutional Ownership

$87.60
-0.16 (-0.18 %)
(As of 07/26/2021 12:00 AM ET)
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Today's Range
$86.27
$88.28
50-Day Range
$72.82
$89.68
52-Week Range
$50.13
$89.80
Volume1.58 million shs
Average Volume2.15 million shs
Market Capitalization$36.57 billion
P/E Ratio50.06
Dividend Yield2.78%
Beta1.06

Institutional Ownership Changes (13F Filings) for Welltower (NYSE:WELL)

Institutional Ownership Percentage: 90.47%

Institutional Buying and Selling by Quarter


Welltower (NYSE WELL) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
7/23/2021TCW Group Inc.119,260$9.91M0.1%+20.5%0.029%
7/23/2021Archford Capital Strategies LLC3,507$0.29M0.1%-23.5%0.001%
7/22/2021Tectonic Advisors LLC3,233$0.27M0.1%N/A0.001%
7/21/2021Spirit of America Management Corp NY16,635$1.38M0.3%+3.7%0.004%
7/20/2021Raymond James Trust N.A.20,452$1.70M0.1%-3.2%0.005%
7/19/2021Stratos Wealth Partners LTD.3,627$0.30M0.0%-9.1%0.001%
7/19/2021Manning & Napier Group LLC70,638$5.87M0.0%+17.7%0.017%
7/17/2021Brookstone Capital Management10,855$0.94M0.0%N/A0.003%
7/16/2021IFM Investors Pty Ltd54,896$4.56M0.1%+17.6%0.013%
7/15/2021Pflug Koory LLC2,215$0.18M0.1%N/A0.001%
7/14/2021Perkins Coie Trust Co300$25K0.0%N/A0.000%
7/14/2021Rainey & Randall Investment Management Inc.35,309$2.93M1.4%-0.4%0.008%
7/13/2021New Mexico Educational Retirement Board27,848$2.31M0.1%+5.7%0.007%
7/12/2021State of Alaska Department of Revenue283,189$23.53M0.2%+24.2%0.068%
6/17/2021Geneos Wealth Management Inc.10,388$0.78M0.0%-19.0%0.002%
6/5/2021Advisory Services Network LLC4,769$0.34M0.0%+13.8%0.001%
5/28/2021Schroder Investment Management Group728,019$52.15M0.1%+94.3%0.174%
5/24/2021Kingsview Wealth Management LLC3,463$0.25M0.0%-5.1%0.001%
5/24/2021Pendal Group Limited76,974$5.51M0.1%-1.6%0.018%
5/22/2021Teachers Retirement System of The State of Kentucky32,050$2.30M0.0%-8.6%0.008%
5/21/2021Stonnington Group LLC3,000$0.21M0.1%N/A0.001%
5/20/2021B. Metzler seel. Sohn & Co. Holding AG27,058$1.94M0.0%+6.6%0.006%
5/19/2021Virtu Financial LLC24,885$1.78M0.1%N/A0.006%
5/19/2021Vectors Research Management LLC2,332$0.17M0.0%-83.2%0.001%
5/19/2021Visionary Wealth Advisors6,705$0.48M0.1%-10.3%0.002%
5/19/2021Bamco Inc. NY11,146$0.80M0.0%N/A0.003%
5/19/2021Squarepoint Ops LLC51,657$3.70M0.0%+367.9%0.012%
5/18/2021Adelante Capital Management LLC1,342,342$96.15M6.0%+13.6%0.322%
5/18/2021Oppenheimer Asset Management Inc.198,988$14.25M0.2%-3.0%0.048%
5/18/2021Canada Pension Plan Investment Board1,293,478$92.65M0.1%+267.8%0.310%
5/18/2021Utah Retirement Systems80,203$5.75M0.1%-4.3%0.019%
5/18/2021Voloridge Investment Management LLC68,921$4.94M0.0%+201.7%0.017%
5/18/2021Zimmer Partners LP1,100,000$78.79M1.1%-67.5%0.263%
5/18/2021Eaton Vance Management19,113$1.37M0.0%+36.7%0.005%
5/18/2021Amundi Asset Management US Inc.990,583$70.96M0.1%+10.4%0.237%
5/18/2021Verition Fund Management LLC6,850$0.49M0.0%N/A0.002%
5/18/2021State of Wisconsin Investment Board323,246$23.15M0.0%-6.1%0.077%
5/18/2021Morgan Stanley4,840,882$346.75M0.1%-24.0%1.159%
5/18/2021Alyeska Investment Group L.P.89,184$6.39M0.1%N/A0.021%
5/18/2021Cubist Systematic Strategies LLC37,412$2.68M0.0%+232.1%0.009%
5/18/2021IHT Wealth Management LLC5,348$0.38M0.0%+27.4%0.001%
5/18/2021Capital Analysts LLC1,299$93K0.0%+43.1%0.000%
5/18/2021Gotham Asset Management LLC9,075$0.65M0.0%-73.0%0.002%
5/18/2021California State Teachers Retirement System804,845$57.65M0.1%+1.1%0.193%
5/18/2021Ameritas Investment Company LLC1,029$74K0.0%N/A0.000%
5/17/2021Fred Alger Management LLC16,004$1.15M0.0%-19.6%0.004%
5/17/2021Great West Life Assurance Co. Can560,716$39.99M0.1%-1.0%0.134%
5/17/2021AQR Capital Management LLC177,674$12.73M0.0%-7.3%0.043%
5/17/2021Royal Bank of Canada546,669$39.16M0.0%-0.9%0.131%
5/17/2021Lumbard & Kellner LLC9,767$0.70M0.2%+1.6%0.002%
5/17/2021Veritable L.P.5,075$0.36M0.0%+14.7%0.001%
5/17/2021Edmond DE Rothschild Holding S.A.26,316$1.89M0.1%+15.6%0.006%
5/17/2021Credit Agricole S A108,820$7.80M0.2%+1.0%0.026%
5/17/2021Price T Rowe Associates Inc. MD17,323,282$1.24B0.1%+34.9%4.149%
5/17/2021Marks Group Wealth Management Inc6,404$0.46M0.1%+3.8%0.002%
5/17/2021Corient Capital Partners LLC4,610$0.33M0.0%+14.9%0.001%
5/17/2021Weld Capital Management LLC4,538$0.33M0.1%+45.1%0.001%
5/17/2021Janus Henderson Group PLC204,430$14.65M0.0%-82.8%0.049%
5/17/2021Ameriprise Financial Inc.2,970,148$212.75M0.1%+33.7%0.711%
5/17/2021Nomura Holdings Inc.3,979$0.29M0.0%-77.1%0.001%
5/17/2021Brookfield Asset Management Inc.2,190,915$156.94M0.8%-29.7%0.525%
5/17/2021Quantitative Investment Management LLC24,160$1.73M0.1%+38.5%0.006%
5/17/2021Mirabella Financial Services LLP4,975$0.36M0.1%N/A0.001%
5/17/2021Nordea Investment Management AB50,790$3.67M0.0%+2.9%0.012%
5/17/2021Fjarde AP Fonden Fourth Swedish National Pension Fund139,193$9.97M0.1%+7.6%0.033%
5/17/2021Andra AP fonden84,700$6.07M0.1%-12.6%0.020%
5/17/2021Thrivent Financial for Lutherans208,352$14.92M0.0%+0.5%0.050%
5/17/2021Camber Capital Management LP810,000$58.02M2.0%N/A0.194%
5/17/2021Cohen & Steers Inc.8,467,829$606.56M1.3%-28.0%2.028%
5/17/2021Goldman Sachs Group Inc.2,362,103$169.20M0.0%+7.2%0.566%
5/14/2021Laurion Capital Management LP175,919$12.60M0.1%N/A0.042%
5/14/2021Brown Advisory Inc.12,829$0.92M0.0%+29.0%0.003%
5/14/2021Profund Advisors LLC11,535$0.83M0.0%+16.2%0.003%
5/14/2021MML Investors Services LLC19,619$1.41M0.0%+1.6%0.005%
5/14/2021Stephens Inc. AR29,188$2.09M0.0%-33.1%0.007%
5/14/2021Caisse DE Depot ET Placement DU Quebec86,865$6.22M0.0%+5.1%0.021%
5/14/2021Pinebridge Investments L.P.32,297$2.31M0.0%-5.6%0.008%
5/14/2021Nomura Asset Management Co. Ltd.423,600$30.34M0.2%-0.6%0.101%
5/14/2021Heitman Real Estate Securities LLC1,220,748$87.44M4.9%+3.9%0.292%
5/14/2021Cambiar Investors LLC489,523$35.07M1.2%-2.9%0.117%
5/14/2021Benjamin F. Edwards & Company Inc.1,408$0.10M0.0%-64.1%0.000%
5/14/2021Uniplan Investment Counsel Inc.434,402$31.12M2.0%+0.1%0.104%
5/14/2021Public Employees Retirement System of Ohio705,698$50.55M0.2%+12.2%0.169%
5/14/2021FIL Ltd519,402$37.21M0.0%-53.9%0.124%
5/14/2021Laurel Wealth Advisors Inc.11,481$0.82M0.1%-11.1%0.003%
5/14/2021Sompo Asset Management Co. Ltd.51,210$3.67M0.8%-23.2%0.012%
5/14/2021Dimensional Fund Advisors LP6,017,994$431.08M0.1%+1.5%1.441%
5/14/2021Banco de Sabadell S.A1,712$0.12M0.0%N/A0.000%
5/14/2021Stonebridge Capital Advisors LLC1,576$0.11M0.0%N/A0.000%
5/14/2021APG Asset Management N.V.65,650$4M0.0%-73.7%0.016%
5/14/2021Flputnam Investment Management Co.3,555$0.26M0.0%N/A0.001%
5/14/2021Vident Investment Advisory LLC31,891$2.28M0.1%-23.6%0.008%
5/14/2021Weiss Asset Management LP46,209$3.31M0.1%N/A0.011%
5/14/2021CIBC Asset Management Inc36,051$2.58M0.0%-1.0%0.009%
5/14/2021Wealthfront Advisers LLC20,296$1.45M0.0%+37.2%0.005%
5/14/2021Te Ahumairangi Investment Management Ltd16,500$1.18M0.2%-53.1%0.004%
5/14/2021TD Asset Management Inc.229,293$16.42M0.0%-18.4%0.055%
5/14/2021Bard Financial Services Inc.41,160$2.95M0.3%-1.2%0.010%
5/14/2021UBS Asset Management Americas Inc.3,615,867$259.01M0.1%+1.8%0.866%
5/14/2021Westshore Wealth LLC4,915$0.35M0.2%N/A0.001%
(Data available from 1/1/2016 forward)

This page was last updated on 7/27/2021 by MarketBeat.com Staff
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