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WELL - Welltower Inc Stock Price, Fair Value and News
92.93
USD
+1.32
(+1.44%)
Market Closed
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WELL
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Funds-Owners-Holders
Which funds bought or sold WELL recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-04-22
RAYMOND JAMES & ASSOCIATES
ADDED
Premium
Premium
Premium
Premium
438,662
2024-04-22
WEYBOSSET RESEARCH & MANAGEMENT LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-22
Hanson & Doremus Investment Management
UNCHANGED
Premium
Premium
Premium
Premium
1,500
2024-04-22
Raymond James Financial Services Advisors, Inc.
ADDED
Premium
Premium
Premium
Premium
187,713
2024-04-22
MetLife Investment Management, LLC
ADDED
Premium
Premium
Premium
Premium
134,033
2024-04-22
Hendershot Investments Inc.
UNCHANGED
Premium
Premium
Premium
Premium
5,742
2024-04-22
IFM Investors Pty Ltd
ADDED
Premium
Premium
Premium
Premium
107,743
2024-04-22
RAINEY & RANDALL INVESTMENT MANAGEMENT INC.
REDUCED
Premium
Premium
Premium
Premium
30,466
2024-04-22
American Financial Advisors, LLC
REDUCED
Premium
Premium
Premium
Premium
14,238
2024-04-22
Rosenberg Matthew Hamilton
UNCHANGED
Premium
Premium
Premium
Premium
883
2024-04-22
Nilsine Partners, LLC
REDUCED
Premium
Premium
Premium
Premium
2,585
2024-04-22
HF Advisory Group, LLC
ADDED
Premium
Premium
Premium
Premium
5,486
2024-04-22
PFG Investments, LLC
ADDED
Premium
Premium
Premium
Premium
10,079
2024-04-22
Harbour Trust & Investment Management Co
REDUCED
Premium
Premium
Premium
Premium
54,028
2024-04-22
Ashton Thomas Private Wealth, LLC
REDUCED
Premium
Premium
Premium
Premium
2,851
2024-04-22
WENDELL DAVID ASSOCIATES INC
UNCHANGED
Premium
Premium
Premium
Premium
3,850
2024-04-19
ALBION FINANCIAL GROUP /UT
UNCHANGED
Premium
Premium
Premium
Premium
135
2024-04-19
AZZAD ASSET MANAGEMENT INC /ADV
ADDED
Premium
Premium
Premium
Premium
6,079
2024-04-19
State of Alaska, Department of Revenue
ADDED
Premium
Premium
Premium
Premium
340,651
2024-04-19
Mesirow Financial Investment Management, Inc.
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-19
Sumitomo Mitsui Trust Holdings, Inc.
ADDED
Premium
Premium
Premium
Premium
2,477,380
2024-04-19
Cutler Group LLC / CA
NEW
Premium
Premium
Premium
Premium
2,253
2024-04-19
Westside Investment Management, Inc.
UNCHANGED
Premium
Premium
Premium
Premium
1,200
2024-04-19
Community Bank & Trust, Waco, Texas
REDUCED
Premium
Premium
Premium
Premium
8,443
2024-04-19
Handelsinvest Investeringsforvaltning
REDUCED
Premium
Premium
Premium
Premium
8,345
Rows per page:
10
25
50
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1–25 of 1086
Which funds are the top buyers of WELL?
Fund Name
# Shares
$ Value
% Port.
VANGUARD GROUP INC
85,930,700
7,748,370,000
0.17%
BlackRock Inc.
58,183,600
5,246,410,000
0.13%
COHEN & STEERS, INC.
40,846,200
3,683,320,000
7.45%
STATE STREET CORP
35,630,800
3,212,830,000
0.16%
NORGES BANK
27,204,600
2,453,040,000
0.43%
Capital International Investors
23,132,300
2,085,840,000
0.47%
WELLINGTON MANAGEMENT GROUP LLP
16,242,200
1,464,560,000
0.27%
BANK OF AMERICA CORP /DE/
14,900,500
1,343,570,000
0.14%
GEODE CAPITAL MANAGEMENT, LLC
13,190,700
1,186,550,000
0.12%
PRINCIPAL FINANCIAL GROUP INC
13,012,500
1,173,340,000
0.75%
Rows per page:
10
1–10 of 99
Which funds have put a big percent of portfolio in WELL?
Fund Name
$ Value
% Port.
Resolution Capital Ltd
542,674,000
9.84%
Adelante Capital Management LLC
116,995,000
8.11%
B&I Capital AG
24,783,200
7.80%
COHEN & STEERS, INC.
3,683,320,000
7.45%
Vert Asset Management LLC
17,104,500
7.19%
Heitman Real Estate Securities LLC
97,014,300
5.23%
AMP Capital Investors Ltd
123,552,000
5.21%
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC
260,086,000
4.72%
CENTERSQUARE INVESTMENT MANAGEMENT LLC
403,903,000
4.52%
Daiwa Securities Group Inc.
720,141,000
4.48%
Rows per page:
10
1–10 of 100
Trend of No. of funds that hold WELL
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
NORGES BANK
2,453,040,000
MARSHALL WACE, LLP
24,618,600
Susquehanna Portfolio Strategies, LLC
19,989,100
CAPITAL FUND MANAGEMENT S.A.
14,946,900
ALLSTATE INVESTMENT MANAGEMENT CO
12,340,900
Amalgamated Financial Corp.
10,529,000
Walleye Capital LLC
9,756,660
CONNORS INVESTOR SERVICES INC
9,601,000
Additions
Fund Name
% Increased
Qube Research & Technologies Ltd
8,555
UMB Bank, n.a.
2,983
Castleview Partners, LLC
1,624
NORDEA INVESTMENT MANAGEMENT AB
1,412
Squarepoint Ops LLC
946
CIBC WORLD MARKETS CORP
787
Illinois Municipal Retirement Fund
696
Heritage Wealth Advisors
675
Reductions
Fund Name
% Reduced
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
-97.17
Verition Fund Management LLC
-96.47
Meiji Yasuda Asset Management Co Ltd.
-88.89
Investment Management Corp of Ontario
-86.7
OSTRUM ASSET MANAGEMENT
-84.59
Cascade Investment Advisors, Inc.
-82.46
Tilt Investment Management Holdings, PBC
-79.45
WOLVERINE TRADING, LLC
-78.13
Sold off
Fund Name
$ Sold
Waterfront Capital Partners, LLC
-37,456,900
GSI Capital Advisors LLC
-4,137,620
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC
-2,621,440
L & S Advisors Inc
-1,677,480
OXFORD FINANCIAL GROUP LTD
-1,410,500
Elequin Capital, LP
-1,130,740
Pearl River Capital, LLC
-866,959
DRW Securities, LLC
-784,000