Center for Financial Planning, Inc. - WELLTOWER INC ownership

WELLTOWER INC's ticker is WELL and the CUSIP is 95040Q104. A total of 974 filers reported holding WELLTOWER INC in Q2 2024. The put-call ratio across all filers is 1.62 and the average weighting 0.2%.

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
Center for Financial Planning, Inc. ownership history of WELLTOWER INC
ValueSharesWeighting
Q2 2024$13,866
+11.6%
1330.0%0.00%0.0%
Q1 2024$12,428
+3.6%
1330.0%0.00%0.0%
Q4 2023$11,993
+10.1%
1330.0%0.00%0.0%
Q3 2023$10,896
+1.3%
1330.0%0.00%0.0%
Q2 2023$10,759
+12.8%
1330.0%0.00%0.0%
Q1 2023$9,535
+9.4%
1330.0%0.00%0.0%
Q4 2022$8,718
-3.1%
1330.0%0.00%0.0%
Q3 2022$9,000
-18.2%
1330.0%0.00%
-33.3%
Q2 2022$11,000
-15.4%
1330.0%0.00%0.0%
Q1 2022$13,000
+18.2%
1330.0%0.00%
+50.0%
Q4 2021$11,0000.0%1330.0%0.00%
-33.3%
Q3 2021$11,0000.0%1330.0%0.00%0.0%
Q2 2021$11,000
+10.0%
1330.0%0.00%0.0%
Q1 2021$10,000
-64.3%
133
-69.3%
0.00%
-62.5%
Q4 2020$28,000
+16.7%
4330.0%0.01%0.0%
Q3 2020$24,000
+9.1%
4330.0%0.01%0.0%
Q2 2020$22,000
+10.0%
4330.0%0.01%
+14.3%
Q1 2020$20,000
-42.9%
4330.0%0.01%
-22.2%
Q4 2019$35,0004330.01%
Other shareholders
WELLTOWER INC shareholders Q2 2024
NameSharesValueWeighting ↓
Resolution Capital Ltd 7,189,167$462,407,0008.36%
B&I Capital AG 251,120$16,152,0006.38%
Vert Asset Management LLC 100,662$6,475,0006.14%
HEITMAN REAL ESTATE SECURITIES LLC 1,693,744$108,942,0005.89%
COHEN & STEERS, INC. 40,144,429$2,581,775,0005.78%
Zimmer Partners, LP 4,000,000$257,280,0005.58%
Adelante Capital Management LLC 1,111,621$71,499,0005.37%
Presima Securities ULC 271,150$17,440,0005.18%
Daiwa Securities Group Inc. 8,564,103$550,843,0004.58%
Hazelview Securities Inc. 421,136$27,113,0004.11%
View complete list of WELLTOWER INC shareholders