Security Name: WELLTOWER INC
Ticker: WELL
Security Type: OTHER
Exchange: US
CUSIP: 95040Q104

Historical Stats

Period Total Value Value Change Total Holders Holder Change
2024-06-30 $60.98B - 971 -
2024-09-30 $72.84B +19.5% 1,026 +5.7%
2024-12-31 $77.22B +6.0% 874 -14.8%

Current Major Holders for Period: 2024-12-31

Institution Value Shares % of Portfolio
FLAT FOOTED LLC $92.4M 733K 23.5%
RESOLUTION CAPITAL LTD $727.1M 5,769K 13.1%
KITE LAKE CAPITAL MANAGEMENT LLP $8.2M 65K 12.1%
ADELANTE CAPITAL MANAGEMENT LLC $147.6M 1,171K 9.7%
COHEN & STEERS, INC. $4777.6M 37,910K 9.1%
AEW CAPITAL MANAGEMENT L P $177.5M 1,408K 8.6%
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC $181.4M 1,439K 7.7%
ZIMMER PARTNERS, LP $419.7M 3,329K 7.2%
CENTERSQUARE INVESTMENT MANAGEMENT LLC $616.8M 4,894K 6.5%
B&I CAPITAL AG $19.0M 150K 6.2%
HAZELVIEW SECURITIES INC. $29.9M 241K 5.5%
HEITMAN REAL ESTATE SECURITIES LLC $81.7M 648K 5.3%
GSI CAPITAL ADVISORS LLC $9.3M 73K 4.9%
WINDLE WEALTH, LLC $8.2M 65K 4.5%
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC $244.1M 1,936K 4.3%
PGGM INVESTMENTS $324.3M 2,572K 4.3%
GARLAND CAPITAL MANAGEMENT INC $5.1M 40K 4.2%
UNIPLAN INVESTMENT COUNSEL, INC. $43.2M 343K 4.0%
DUFF & PHELPS INVESTMENT MANAGEMENT CO $324.6M 2,575K 3.9%
M.D. SASS, LLC $48.8M 386K 3.7%
CORDA INVESTMENT MANAGEMENT, LLC. $45.1M 357K 3.6%
DAIWA SECURITIES GROUP INC. $786.3M 6,239K 3.5%
ASSET PLANNING,INC $2.6M 20K 2.0%
BEACON FINANCIAL PLANNING, INC $3.3M 26K 1.9%
SUMMIT PLACE FINANCIAL ADVISORS, LLC $3.1M 24K 1.8%

Similar Securities

Ticker Exchange Security Similarity Score Common Holders Total Holders
SNDA US SONIDA SENIOR LIVING INC 0.036 2 56
COLD US AMERICOLD REALTY TRUST INC 0.033 10 303
INVH US INVITATION HOMES INC 0.030 14 461
SUI US SUN COMMUNITIES INC 0.030 12 398
ADC US AGREE REALTY CORP 0.028 11 386
ELS US EQUITY LIFESTYLE PROPERTIES 0.026 11 431
UDR US UDR INC 0.023 10 426
AMH US AMERICAN HOMES 4 RENT- A 0.023 9 386
VTR US VENTAS INC 0.023 14 612
DLR US DIGITAL REALTY TRUST INC 0.023 21 923
KIM US KIMCO REALTY CORP 0.022 11 502
CUZ US COUSINS PROPERTIES INC 0.022 7 322
EQIX US EQUINIX INC 0.022 20 926
HST US HOST HOTELS & RESORTS INC 0.021 11 514
EQR US EQUITY RESIDENTIAL 0.021 12 565
EXR US EXTRA SPACE STORAGE INC 0.021 13 625
KRC US KILROY REALTY CORP 0.021 6 289
SPG US SIMON PROPERTY GROUP INC 0.021 19 924
HR US HEALTHCARE REALTY TRUST INC 0.020 7 353
BRX US BRIXMOR PROPERTY GROUP INC 0.020 7 357
PSA US PUBLIC STORAGE 0.019 17 874
PLD US PROLOGIS INC 0.019 22 1138
AVB US AVALONBAY COMMUNITIES INC 0.019 12 625
REG US REGENCY CENTERS CORP 0.019 8 424
RHP US RYMAN HOSPITALITY PROPERTIES 0.018 6 329
SmartTypes

Empowering investors with intelligent data analytics and market insights.

Quick Links
Connect With Us