WELLTOWER INC's ticker is WELL and the CUSIP is 95040Q104. A total of 762 filers reported holding WELLTOWER INC in Q4 2018. The put-call ratio across all filers is 0.58 and the average weighting 0.3%.
About WELLTOWER INC
Welltower Inc. is a leading healthcare real estate investment trust (REIT) that specializes in senior housing, post-acute care, and outpatient medical properties. The company has a diversified portfolio of over 1,400 properties across the United States, Canada, and the United Kingdom.
Welltower's focus on the senior housing sector is particularly noteworthy, given the aging population in many developed countries. The company's properties cater to a range of needs, from independent living to skilled nursing care. This diversification has helped Welltower weather the COVID-19 pandemic, as demand for senior housing has remained strong.
In addition to its core business, Welltower has also made strategic investments in technology and innovation. For example, the company has partnered with health tech startups to develop new solutions for senior care, such as remote monitoring and telehealth services.
Welltower's financial performance has been solid, with consistent revenue growth and a strong balance sheet. The company has also maintained a healthy dividend yield, making it an attractive option for income-seeking investors.
Overall, Welltower is a well-managed company with a strong track record of success in the healthcare real estate sector. While there are risks associated with any investment, Welltower's diversified portfolio and focus on innovation make it a compelling option for investors looking to gain exposure to the healthcare real estate market.
It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $273,398,127 | +18.1% | 2,622,524 | +5.9% | 0.20% | +27.0% |
| Q1 2024 | $231,486,574 | +4.9% | 2,477,382 | +1.3% | 0.16% | -2.5% |
| Q4 2023 | $220,618,398 | +16.1% | 2,446,694 | +5.5% | 0.16% | +4.5% |
| Q3 2023 | $190,033,510 | -10.4% | 2,319,745 | -11.5% | 0.16% | -5.5% |
| Q2 2023 | $212,024,743 | +8.0% | 2,621,149 | -4.3% | 0.16% | +13.0% |
| Q1 2023 | $196,301,916 | -0.2% | 2,738,205 | -8.7% | 0.15% | -6.4% |
| Q4 2022 | $196,621,092 | -0.1% | 2,999,559 | -2.0% | 0.16% | -3.7% |
| Q3 2022 | $196,825,000 | -17.9% | 3,060,085 | +5.1% | 0.16% | -12.0% |
| Q2 2022 | $239,753,000 | -6.3% | 2,911,391 | +9.4% | 0.18% | +8.2% |
| Q1 2022 | $255,949,000 | +30.9% | 2,662,248 | +16.8% | 0.17% | +42.9% |
| Q4 2021 | $195,563,000 | -9.9% | 2,280,089 | -13.5% | 0.12% | -11.9% |
| Q3 2021 | $217,091,000 | +0.4% | 2,634,600 | +1.3% | 0.14% | +5.5% |
| Q2 2021 | $216,185,000 | -10.6% | 2,601,507 | -23.0% | 0.13% | -15.2% |
| Q1 2021 | $241,888,000 | -2.9% | 3,376,906 | -12.4% | 0.15% | -6.2% |
| Q4 2020 | $249,060,000 | -1.2% | 3,854,229 | -15.7% | 0.16% | -5.3% |
| Q3 2020 | $252,006,000 | +8.1% | 4,574,438 | +1.5% | 0.17% | +3.0% |
| Q2 2020 | $233,160,000 | +8.2% | 4,505,514 | -4.3% | 0.16% | -10.8% |
| Q1 2020 | $215,563,000 | +14.4% | 4,708,679 | +104.4% | 0.18% | +25.0% |
| Q4 2019 | $188,433,000 | +0.0% | 2,304,141 | +10.9% | 0.15% | -9.8% |
| Q3 2019 | $188,377,000 | +20.9% | 2,078,072 | +8.7% | 0.16% | +18.0% |
| Q2 2019 | $155,806,000 | +22.8% | 1,911,028 | +16.9% | 0.14% | +18.8% |
| Q1 2019 | $126,833,000 | +4.5% | 1,634,449 | -6.6% | 0.12% | -10.0% |
| Q4 2018 | $121,350,000 | +24.0% | 1,749,309 | +15.0% | 0.13% | +23.8% |
| Q3 2018 | $97,834,000 | +4.8% | 1,521,044 | +2.1% | 0.10% | -3.7% |
| Q2 2018 | $93,362,000 | +21.9% | 1,489,267 | +5.8% | 0.11% | +10.1% |
| Q1 2018 | $76,609,000 | -14.1% | 1,407,476 | +0.7% | 0.10% | -13.9% |
| Q4 2017 | $89,174,000 | -7.5% | 1,398,372 | +1.9% | 0.12% | -15.4% |
| Q3 2017 | $96,416,000 | -1.2% | 1,371,880 | +5.2% | 0.14% | -4.9% |
| Q2 2017 | $97,577,000 | +7.4% | 1,303,631 | +1.7% | 0.14% | +2.1% |
| Q1 2017 | $90,818,000 | +5.3% | 1,282,376 | -0.5% | 0.14% | -0.7% |
| Q4 2016 | $86,232,000 | -9.1% | 1,288,396 | +1.5% | 0.14% | -9.6% |
| Q3 2016 | $94,904,000 | -0.7% | 1,269,284 | +1.2% | 0.16% | -5.5% |
| Q2 2016 | $95,570,000 | +9.0% | 1,254,694 | -0.8% | 0.16% | +7.8% |
| Q1 2016 | $87,699,000 | +6.1% | 1,264,766 | +4.5% | 0.15% | +3.4% |
| Q4 2015 | $82,668,000 | -3.0% | 1,210,017 | -3.9% | 0.15% | -10.3% |
| Q3 2015 | $85,232,000 | – | 1,258,590 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC | 5,898,008 | $414,512,000 | 6.33% |
| Adelante Capital Management LLC | 1,557,532 | $109,463,000 | 6.04% |
| GSI Capital Advisors LLC | 139,100 | $9,776,000 | 5.91% |
| AEW CAPITAL MANAGEMENT L P | 3,173,397 | $223,026,000 | 5.55% |
| Presima Securities ULC | 547,700 | $38,492,000 | 5.10% |
| HEITMAN REAL ESTATE SECURITIES LLC | 1,041,512 | $73,197,000 | 4.23% |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 5,037,946 | $354,067,000 | 3.92% |
| Osher Van de Voorde Investment Management | 100,025 | $7,030,000 | 3.73% |
| Independent Order of Foresters | 53,583 | $3,766,000 | 3.11% |
| Cullen Capital Management, LLC | 1,148,000 | $80,681,000 | 2.81% |