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Get Institutions for : 
Welltower Inc (WELL)  
$97.46 0.68 (0.7%) as of 4:30 Tue 5/7


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 885    55
Total shares held : 
537,947,205  
% of shares held : 
94.56%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  158  
Amount of shares held : 
52,752,001  
% of shares held change : 
  9.27%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
99
 29,158,452
 5.42%
 
Increased Positions :
360
 45,907,605
 8.53%
 
Unchanged Positions :
169
 1,422,286
 0.26%
 
Decreased Positions :
257
-21,620,618
-4.02%
 
Closed Positions :
44
-693,438
-0.13%
 
Guru Positions :
1
11,091
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   NORGES BANK 44 *New 2023-12-31 27,204,604 $2,453,039,000 27,204,604
   MARSHALL WACE LLP 349 *New 2023-12-31 273,024 $24,619,000 273,024
   CAPSTONE INVESTMENT ADVISORS LLC 16 *New 2024-03-31 230,149 $21,505,000 230,149
   CAPITAL FUND MANAGEMENT S.A. 152 *New 2023-12-31 165,764 $14,947,000 165,764
   ALLSTATE INVESTMENT MANAGEMENT CO 39 *New 2022-12-31 188,267 $12,341,000 188,267
   HBK INVESTMENTS L P 7 *New 2023-09-30 119,964 $9,827,000 119,964
   Walleye Trading Advisors LLC 175 *New 2023-12-31 108,203 $9,757,000 108,203
   CONNORS INVESTOR SERVICES INC 42 *New 2023-12-31 106,477 $9,601,000 106,477
   NOMURA HOLDINGS INC 169 *New 2023-12-31 98,221 $8,857,000 98,221
   EVOKE WEALTH LLC 54 *New 2023-12-31 97,885 $8,826,000 97,885
   QUANTBOT TECHNOLOGIES LLC 17 *New 2023-12-31 92,413 $8,333,000 92,413
   TWINBEECH CAPITAL LP 204 *New 2023-12-31 88,229 $7,956,000 88,229
   Lighthouse Investment Partners LLC 65 *New 2023-12-31 70,000 $6,312,000 70,000
   Cinctive Capital Management LP 76 *New 2023-12-31 67,289 $6,067,000 67,289
   RENAISSANCE TECHNOLOGIES LLC 1244 *New 2023-12-31 65,663 $5,921,000 65,663
   Alpine Partners VI LLC 8 *New 2023-12-31 57,700 $5,203,000 57,700
   ALYESKA INVESTMENT GROUP, L.P. 300 *New 2023-12-31 56,205 $5,068,000 56,205
   MAGNETAR FINANCIAL LLC 108 *New 2023-12-31 42,515 $3,834,000 42,515
   DoubleLine ETF Adviser LP 25 *New 2023-12-31 37,989 $3,425,000 37,989
   D L CARLSON INVESTMENT GROUP INC 48 *New 2023-12-31 35,374 $3,316,000 35,374
   Varma Mutual Pension Insurance Co 233 *New 2023-12-31 29,600 $2,669,000 29,600
   KEMPEN CAPITAL MANAGEMENT N.V. 172 *New 2023-12-31 29,300 $2,642,000 29,300
   Engineers Gate Manager LP 451 *New 2023-12-31 23,731 $2,140,000 23,731
   WALLEYE TRADING LLC 404 *New 2023-12-31 22,257 $2,007,000 22,257
   Fidelis Capital Partners LLC *New 2024-03-31 1,540 $1,862,000 1,540
   TEWKSBURY CAPITAL MANAGEMENT LTD 55 *New 2023-12-31 16,171 $1,458,000 16,171
   Y-Intercept (Hong Kong) Ltd 222 *New 2023-12-31 14,705 $1,326,000 14,705
   ARROWSTREET CAPITAL LIMITED PARTNERSHIP 1053 *New 2023-12-31 14,517 $1,309,000 14,517
   COLONY GROUP, LLC 409 *New 2023-12-31 14,509 $1,308,000 14,509
   Simplicity WealthLLC 482 *New 2024-03-31 12,042 $1,125,000 12,042
   BOOTHBAY FUND MANAGEMENT LLC 528 *New 2023-12-31 11,999 $1,082,000 11,999
   Kestra Advisory Services LLC 1121 *New 2023-12-31 4,228 $985,000 4,228
   BUCKINGHAM CAPITAL MANAGEMENT, INC. 86 *New 2024-03-31 9,540 $891,000 9,540
   RED CEDAR INVESTMENT MANAGEMENT LLC 76 *New 2024-03-31 9,144 $854,000 9,144
   FOX RUN MANAGEMENT L.L.C. 169 *New 2023-12-31 8,097 $730,000 8,097
   GRAHAM CAPITAL MANAGEMENT LP 438 *New 2023-12-31 7,797 $703,000 7,797
   WEISS CAPITAL LLC 156 *New 2023-12-31 6,179 $557,000 6,179
   CULLINAN ASSOCIATES INC 181 *New 2024-03-31 5,810 $543,000 5,810
   Davy Asset Management Ltd 239 *New 2024-03-31 5,804 $542,000 5,804
   Qtron Investments LLC 324 *New 2023-12-31 5,559 $501,000 5,559
   RETIREMENT GUYS FORMULA LLC 96 *New 2024-03-31 5,087 $475,000 5,087
   Drake & Associates LLC 45 *New 2023-12-31 4,946 $446,000 4,946
   STRATEGY ASSET MANAGERS LLC 145 *New 2024-03-31 4,630 $433,000 4,630
   Ellevest Inc. 229 *New 2023-12-31 4,582 $413,000 4,582
   SpiderRock Advisors LLC 440 *New 2024-03-31 4,382 $404,000 4,382
   QUANTITATIVE INVESTMENT MANAGEMENT, LLC 291 *New 2023-12-31 4,474 $403,000 4,474
   ACADIAN ASSET MANAGEMENT LLC 1080 *New 2023-12-31 4,469 $401,000 4,469
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 378 *New 2024-03-31 4,286 $400,000 4,286
   Buckingham Strategic Partners 299 *New 2023-12-31 4,077 $368,000 4,077
   Atom Investors LP 325 *New 2023-12-31 4,059 $366,000 4,059
   GeoWealth Management LLC 381 *New 2023-12-31 4,026 $363,000 4,026
   Corton Capital Inc. 260 *New 2023-12-31 3,956 $357,000 3,956
   TWO SIGMA SECURITIES LLC 559 *New 2023-12-31 3,738 $337,000 3,738
   MQS Management LLC 242 *New 2023-12-31 3,646 $329,000 3,646
   Schonfeld Strategic Advisors LLC 1343 *New 2023-12-31 3,360 $303,000 3,360
   Edgestream Partners L.P. 729 *New 2023-12-31 3,225 $291,000 3,225
   Spouting Rock Asset Management LLC 98 *New 2023-12-31 3,000 $271,000 3,000
   NorthRock Partners LLC 304 *New 2023-12-31 2,928 $264,000 2,928
   LAKE STREET ADVISORS GROUP LLC 308 *New 2023-12-31 2,853 $257,000 2,853
   Cambria Investment Management L.P. 258 *New 2023-12-31 2,852 $257,000 2,852
   WILEY BROS.-AINTREE CAPITAL LLC 410 *New 2024-03-31 2,671 $250,000 2,671
   iA Global Asset Management Inc. 493 *New 2023-12-31 2,620 $236,000 2,620
   180 WEALTH ADVISORS LLC 344 *New 2024-03-31 2,506 $234,000 2,506
   WEDBUSH MORGAN SECURITIES INC 895 *New 2023-12-31 2,527 $228,000 2,527
   FIDUCIARY TRUST CO 587 *New 2023-12-31 2,490 $225,000 2,490
   InterOcean Capital Group LLC 419 *New 2023-12-31 2,421 $218,000 2,421
   TOWNSQUARE CAPITAL LLC 1029 *New 2023-12-31 2,410 $217,000 2,410
   MORNINGSTAR INVESTMENT SERVICES, INC. 395 *New 2023-12-31 2,344 $214,000 2,344
   Sound View Wealth Advisors Group LLC 353 *New 2023-12-31 2,376 $214,000 2,376
   Sontag Advisory LLC 600 *New 2023-12-31 2,360 $213,000 2,360
   ESSEX FINANCIAL SERVICES INC 496 *New 2024-03-31 2,282 $213,000 2,282
   Atomi Financial Group Inc. 536 *New 2023-12-31 2,328 $210,000 2,328
   Schneider Downs Wealth Management Advisors LP 113 *New 2023-12-31 2,310 $208,000 2,310
   Aptus Capital Advisors LLC 543 *New 2023-12-31 2,292 $207,000 2,292
   Atlantic Trust Group LLC 1063 *New 2023-12-31 2,285 $206,000 2,285
   TITLEIST ASSET MANAGEMENT LLC 209 *New 2023-12-31 2,278 $205,000 2,278
   Strategic Blueprint LLC 577 *New 2024-03-31 2,176 $203,000 2,176
   EMPIRICAL FINANCIAL SERVICES, LLC 473 *New 2023-12-31 2,236 $202,000 2,236
   MATHER GROUP, INC. 555 *New 2024-03-31 1,945 $175,000 1,945
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 955 *New 2023-12-31 1,792 $162,000 1,792
   Opal Wealth Advisors LLC 212 *New 2024-03-31 461 $43,000 461
   FSA Wealth Management LLC 158 *New 2023-12-31 453 $41,000 453
   Scarborough Advisors LLC 208 *New 2023-12-31 389 $35,000 389
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 423 *New 2023-12-31 303 $27,000 303
   Rise Advisors LLC 452 *New 2024-03-31 291 $27,000 291
   First Capital Advisors Group LLC. 385 *New 2023-06-30 317 $26,000 317
   Your Advocates Ltd. LLP 80 *New 2024-03-31 250 $23,000 250
   Strategic Investment Solutions Inc. /IL 374 *New 2023-12-31 205 $18,000 205
   EdgeRock Capital LLC 204 *New 2023-12-31 144 $13,000 144
   ST GERMAIN D J CO INC 563 *New 2024-03-31 100 $9,000 100
   Cape Investment Advisory Inc. 719 *New 2023-12-31 82 $7,000 82
   Ahrens Investment Partners LLC 718 *New 2023-03-31 87 $6,000 87
   Sugarloaf Wealth Management LLC 540 *New 2024-03-31 57 $5,000 57
   Peoples Bank/KS 239 *New 2024-03-31 50 $5,000 50
   Venturi Wealth Management LLC 1084 *New 2024-03-31 52 $5,000 52
   Providence Capital Advisors LLC 281 *New 2023-12-31 50 $5,000 50
   Dunhill Financial LLC 291 *New 2023-12-31 61 $5,000 61
   REDMONT WEALTH ADVISORS LLC 287 *New 2024-03-31 46 $4,000 46
   Frank Rimerman Advisors LLC 238 *New 2023-12-31 35 $3,000 35
   WESTEND CAPITAL MANAGEMENT LLC 238 *New 2024-03-31 21 $2,000 21

  100 Records found
  1    
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