Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Welltower Inc (WELL)  
$97.46 0.68 (0.7%) as of 4:30 Tue 5/7


Download
     
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Border to Coast Pensions Partnership Ltd 24 - 2024-03-31 551,589 $51,502,000 0
   Cercano Management LLC 60 - 2023-12-31 133,289 $12,019,000 0
   FACTORY MUTUAL INSURANCE CO 154 - 2024-03-31 60,700 $5,672,000 0
   Allspring Global Investments Holdings LLC 959 - 2024-03-31 53,732 $5,021,000 0
   TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCK 401 - 2023-12-31 42,175 $3,803,000 0
   Maryland State Retirement & Pension System 243 - 2024-03-31 37,946 $3,415,000 0
   Sarasin & Partners LLP 69 - 2024-03-31 35,992 $3,363,000 0
   HAMBRECHT & QUIST CAPITAL MANAGEMENT LLC 95 - 2023-06-30 41,484 $3,356,000 0
   LINCLUDEN MANAGEMENT LTD 58 - 2023-12-31 27,371 $2,468,000 0
   EDGEMOOR CAPITAL MANAGEMENT INC 76 - 2023-12-31 16,500 $1,488,000 0
   NTV ASSET MANAGEMENT LLC 92 - 2023-12-31 14,469 $1,305,000 0
   Advance Capital Management Inc. 39 - 2024-03-31 13,591 $1,270,000 0
   GARRISON BRADFORD & ASSOCIATES INC 18 - 2024-03-31 12,380 $1,157,000 0
   HER MAJESTY THE QUEEN IN RIGHT OF THE PROVINCE OF 607 - 2023-12-31 11,700 $1,055,000 0
   WELCH GROUP, LLC 85 - 2024-03-31 10,700 $1,000,000 0
   AMERICAN ASSETS INVESTMENT MANAGEMENT LLC 137 - 2023-12-31 10,000 $902,000 0
   GAMCO INVESTORS INC ET AL 613 - 2023-12-31 9,250 $834,000 0
   WESTWOOD HOLDINGS GROUP INC 331 - 2023-12-31 9,000 $812,000 0
   INTECH INVESTMENT MANAGEMENT LLC 460 - 2023-12-31 8,994 $811,000 0
   MONETARY MANAGEMENT GROUP INC 105 - 2023-12-31 7,575 $683,000 0
   FARMERS & MERCHANTS INVESTMENTS INC 210 - 2024-03-31 6,990 $653,000 0
   PACIFIC SUN FINANCIAL CORP - 2024-03-31 6,888 $644,000 0
   GREENUP STREET WEALTH MANAGEMENT LLC 60 - 2023-12-31 6,570 $592,000 0
   DUDLEY CAPITAL MANAGEMENT LLC 65 - 2023-12-31 6,150 $555,000 0
   HENDERSHOT INVESTMENTS INC. 80 - 2024-03-31 5,742 $537,000 0
   Lumbard Investment Counseling LLC 48 - 2023-12-31 5,496 $496,000 0
   TOWER BRIDGE ADVISORS 155 - 2024-03-31 4,850 $453,000 0
   Joel Isaacson & Co. LLC - 2024-03-31 4,397 $411,000 0
   OBERMEYER ASSET MANAGEMENT CO 136 - 2023-12-31 4,457 $402,000 0
   SALIENT TRUST CO LTA 166 - 2023-03-31 5,925 $402,000 0
   AlphaCore Capital LLC 161 - 2023-12-31 4,385 $395,000 0
   Abbrea Capital LLC 181 - 2023-12-31 4,283 $386,000 0
   FUKOKU MUTUAL LIFE INSURANCE CO 159 - 2023-12-31 4,163 $375,000 0
   Comprehensive Financial Consultants Institutional - 2024-03-31 3,962 $370,000 0
   Carmichael Hill & Associates Inc. 110 - 2024-03-31 3,884 $363,000 0
   LCNB CORP 128 - 2023-12-31 4,023 $363,000 0
   WENDELL DAVID ASSOCIATES INC 130 - 2024-03-31 3,850 $360,000 0
   EUDAIMONIA ADVISORS LLC 123 - 2024-03-31 3,406 $318,000 0
   STOCK YARDS BANK & TRUST CO - 2024-03-31 3,390 $317,000 0
   Bogart Wealth LLC 172 - 2024-03-31 3,377 $316,000 0
   Prairie Sky Financial Group LLC 55 - 2024-03-31 3,332 $311,000 0
   BEECH HILL ADVISORS INC 88 - 2024-03-31 3,250 $304,000 0
   Baltimore-Washington Financial Advisors Inc. 113 - 2023-12-31 3,354 $302,000 0
   PRIVATE CAPITAL MANAGEMENT LLC 151 - 2024-03-31 3,119 $291,000 0
   CCM PARTNERS 515 - 2023-12-31 3,192 $288,000 0
   DIVIDEND GROWTH ADVISORS LLC 134 - 2023-12-31 3,000 $271,000 0
   CoreCap Advisors LLC 497 - 2023-12-31 2,890 $261,000 0
   BARNES PETTEY FINANCIAL ADVISORS LLC 82 - 2023-12-31 2,802 $253,000 0
   Bowman & Co S.C. 91 - 2024-03-31 2,665 $249,000 0
   Register Financial Advisors LLC 148 - 2024-03-31 2,600 $243,000 0
   Keystone Financial Group 245 - 2023-12-31 2,681 $242,000 0
   WHARTON BUSINESS GROUP, LLC 125 - 2023-12-31 2,555 $230,000 0
   FIRST NATIONAL BANK OF MOUNT DORA, TRUST INVESTMEN 121 - 2024-03-31 2,455 $229,000 0
   CLIFFORD ASSOCIATES LLC 292 - 2024-03-31 2,406 $225,000 0
   Planned Solutions Inc. 91 - 2024-03-31 2,307 $216,000 0
   MTM Investment Management LLC 181 - 2024-03-31 2,300 $215,000 0
   Pflug Koory LLC 147 - 2024-03-31 2,215 $207,000 0
   Harvest Fund Management Co. Ltd 239 - 2023-12-31 2,067 $186,000 0
   MOTCO 202 - 2023-12-31 1,953 $176,000 0
   HARBOR INVESTMENT ADVISORY LLC 382 - 2024-03-31 1,596 $149,000 0
   HANSON INVESTMENT MANAGEMENT 208 - 2024-03-31 1,500 $140,000 0
   ALTA ADVISERS LTD 236 - 2024-03-31 1,300 $121,000 0
   TCTC HOLDINGS, LLC 234 - 2023-12-31 1,262 $114,000 0
   Westside Investment Management Inc. 265 - 2024-03-31 1,200 $111,000 0
   Key Financial Inc 289 - 2024-03-31 1,226 $111,000 0
   ARCADIA INVESTMENT MANAGEMENT CORP/MI 155 - 2024-03-31 1,101 $103,000 0
   City State Bank 247 - 2024-03-31 1,058 $99,000 0
   PARADIGM ASSET MANAGEMENT CO LLC/NY 264 - 2023-12-31 1,038 $94,000 0
   BALDWIN BROTHERS INC/MA 279 - 2024-03-31 1,000 $93,000 0
   NBC SECURITIES INC. 968 - 2024-03-31 962 $89,000 0
   Private Ocean LLC 198 - 2024-03-31 948 $89,000 0
   BOLLARD GROUP LLC 197 - 2023-12-31 929 $84,000 0
   Rosenberg Matthew Hamilton 353 - 2024-03-31 883 $81,000 0
   WASHINGTON TRUST CO 382 - 2024-03-31 850 $79,000 0
   Trust Co 160 - 2024-03-31 850 $79,000 0
   Sachetta LLC 215 - 2024-03-31 786 $71,000 0
   Quent Capital LLC - 2024-03-31 759 $71,000 0
   COCONUT GROVE BANK - 2024-03-31 750 $70,000 0
   LIVFORSAKRINGSAKTIEBOLAGET SKANDIA (PUBL) 359 - 2024-03-31 745 $70,000 0
   WEBSTER BANK 312 - 2024-03-31 700 $65,000 0
   IAG Wealth Partners LLC 145 - 2024-03-31 700 $65,000 0
   Atlantic Trust LLC 225 - 2023-12-31 715 $64,000 0
   GHP INVESTMENT ADVISORS INC 476 - 2024-03-31 679 $63,000 0
   MEADOWBROOK INVESTMENT ADVISORS LLC 165 - 2024-03-31 574 $54,000 0
   HUNTINGTON ASSET ADVISORS INC. 162 - 2024-03-31 524 $49,000 0
   Colonial Trust Co / SC 509 - 2023-12-31 531 $48,000 0
   Annapolis Financial Services LLC 149 - 2024-03-31 500 $47,000 0
   HM PAYSON & CO 613 - 2023-12-31 500 $45,000 0
   SMITHFIELD TRUST CO 569 - 2023-12-31 500 $45,000 0
   Pinnacle Bank 436 - 2024-03-31 450 $42,000 0
   Compass Wealth Management LLC 274 - 2024-03-31 400 $37,000 0
   Silvant Capital Management LLC - 2024-03-31 348 $33,000 0
   Piscataqua Savings Bank 189 - 2024-03-31 338 $32,000 0
   West Financial Advisors LLC 96 - 2024-03-31 320 $30,000 0
   JNBA FINANCIAL ADVISORS 352 - 2024-03-31 300 $28,000 0
   Manitou Investment Management Ltd. 38 - 2023-12-31 270 $24,000 0
   Cherry Tree Wealth Management LLC - 2024-03-31 250 $23,000 0
   BOYD WATTERSON ASSET MANAGEMENT LLC/OH - 2024-03-31 228 $21,000 0
   Financial Perspectives Inc 380 - 2024-03-31 216 $20,000 0
   HOLLENCREST SECURITIES LLC - 2024-03-31 215 $20,000 0
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us