Filing Research | WELL - Welltower Inc. Institutional Holdings

Snapshot holdings

50 / 416 loaded

#		Instrument	quantity
1	CONGRESS ASSET MANAGEMENT CO	Shares	721.6KSH	$163.8M
2	Swedbank AB	Shares	586.7KSH	$133.2M
3	Mediolanum International Funds Ltd	Shares	324.1KSH	$73.8M
4	Robeco Institutional Asset Management B.V.	Shares	308.3KSH	$70.0M
5	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	283.3KSH	$64.3M
6	IFM Investors Pty Ltd	Shares	280.1KSH	$63.6M
7	Mirae Asset Global Investments Co., Ltd.	Shares	252.1KSH	$57.2M
8	LBP AM SA	Shares	235.5KSH	$53.5M
9	Czech National Bank	Shares	200.9KSH	$45.6M
10	FACTORY MUTUAL INSURANCE CO	Shares	190.1KSH	$43.1M
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	161.9KSH	$37.5M
12	Vert Asset Management LLC	Shares	122.4KSH	$27.8M
13	OFI INVEST ASSET MANAGEMENT	Shares	127.0KSH	$25.3M
14	PensionDanmark Pensionsforsikringsaktieselskab	Shares	106.2KSH	$24.1M
15	Police & Firemen's Retirement System of New Jersey	Shares	105.8KSH	$24.0M
16	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	98.2KSH	$22.3M
17	ABN AMRO INVESTMENT SOLUTIONS	Shares	95.3KSH	$21.6M
18	QRG CAPITAL MANAGEMENT, INC.	Shares	86.6KSH	$19.7M
19	Avanza Fonder AB	Shares	82.2KSH	$18.6M
20	TRUST CO OF TOLEDO NA /OH/	Shares	70.7KSH	$16.0M
21	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	66.7KSH	$15.1M
22	Fideuram Asset Management (Ireland) dac	Shares	67.0KSH	$14.3M
23	Brookstone Capital Management	Shares	59.2KSH	$13.4M
24	WESPAC Advisors SoCal, LLC	Shares	55.0KSH	$12.5M
25	Vanderbilt University	Shares	52.5KSH	$11.9M
26	Triasima Portfolio Management inc.	Shares	48.4KSH	$11.0M
27	EASTERLY INVESTMENT PARTNERS LLC	Shares	45.3KSH	$10.3M
28	RATIONAL ADVISORS, INC.	Shares	43.8KSH	$9.9M
29	SPIRIT OF AMERICA MANAGEMENT CORP/NY	Shares	41.7KSH	$9.5M
30	Crossmark Global Holdings, Inc.	Shares	39.8KSH	$9.0M
31	HARTFORD INVESTMENT MANAGEMENT CO	Shares	39.0KSH	$8.9M
32	MIZUHO SECURITIES USA LLC	Shares	42.2KSH	$8.3M
33	Louisiana State Employees Retirement System	Shares	36.1KSH	$8.2M
34	Merit Financial Group, LLC	Shares	34.7KSH	$7.9M
35	KMG FIDUCIARY PARTNERS, LLC	Shares	32.9KSH	$7.5M
36	First National Bank of Mount Dora, Trust Investment Services	Shares	32.9KSH	$7.5M
37	AG2R LA MONDIALE GESTION D'ACTIFS	Shares	31.6KSH	$7.2M
38	Generali Investments CEE, investicni spolecnost, a.s.	Shares	31.6KSH	$7.2M
39	Legacy CG, LLC	Shares	31.2KSH	$7.1M
40	Union Bancaire Privee, UBP SA	Shares	35.7KSH	$6.1M
41	Spire Wealth Management	Shares	25.5KSH	$5.8M
42	RAINEY & RANDALL WEALTH ADVISORS INC.	Shares	25.1KSH	$5.7M
43	First Pacific Financial	Shares	25.0KSH	$5.7M
44	BENJAMIN EDWARDS INC	Shares	24.6KSH	$5.6M
45	E. Ohman J:or Asset Management AB	Shares	23.6KSH	$5.3M
46	Perpetual Ltd	Shares	23.5KSH	$5.3M
47	NORTHEAST INVESTMENT MANAGEMENT	Shares	23.0KSH	$5.2M
48	Assenagon Asset Management S.A.	Shares	22.9KSH	$5.2M
49	ROMANO BROTHERS AND COMPANY	Shares	22.6KSH	$5.1M
50	Retirement Management Systems Inc.	Shares	20.7KSH	$4.7M

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Manager changes2026-06-30 vs 2026-03-31

50 / 439 loaded

#		Instrument
1	Mediolanum International Funds Ltd added	Shares	+120.4K	+$34.0M	$73.8M
2	CONGRESS ASSET MANAGEMENT CO trimmed	Shares	-28.6K	+$15.5M	$163.8M
3	IFM Investors Pty Ltd added	Shares	+27.9K	+$13.7M	$63.6M
4	Robeco Institutional Asset Management B.V. added	Shares	+14.9K	+$12.0M	$70.0M
5	Sumitomo Mitsui DS Asset Management Company, Ltd added	Shares	+7.6K	+$9.8M	$64.3M
6	Czech National Bank added	Shares	+10.9K	+$8.0M	$45.6M
7	Swedbank AB trimmed	Shares	-46.8K	+$7.9M	$133.2M
8	FACTORY MUTUAL INSURANCE CO trimmed	Shares	-1.9K	+$5.2M	$43.1M
9	Vert Asset Management LLC added	Shares	+7.8K	+$5.1M	$27.8M
10	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+10.4K	+$4.8M	$21.6M
11	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+7.2K	+$4.5M	$24.1M
12	Avanza Fonder AB added	Shares	+9.9K	+$4.4M	$18.6M
13	Fideuram Asset Management (Ireland) dac added	Shares	+13.4K	+$4.2M	$14.3M
14	SteelPeak Wealth, LLC new	Shares	+17.7K	+$4.0M	$4.0M
15	NORTHEAST INVESTMENT MANAGEMENT added	Shares	+16.5K	+$3.9M	$5.2M
16	QRG CAPITAL MANAGEMENT, INC. added	Shares	+5.7K	+$3.7M	$19.7M
17	RMR Wealth Builders new	Shares	+14.3K	+$3.2M	$3.2M
18	OFI INVEST ASSET MANAGEMENT trimmed	Shares	-1.6K	+$3.2M	$25.3M
19	Police & Firemen's Retirement System of New Jersey trimmed	Shares	-162	+$3.1M	$24.0M
20	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added	Shares	+4.6K	+$2.9M	$15.1M
21	Vanderbilt University added	Shares	+6.6K	+$2.8M	$11.9M
22	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-4.2K	+$2.0M	$22.3M
23	Triasima Portfolio Management inc. added	Shares	+3.2K	+$2.0M	$11.0M
24	Union Bancaire Privee, UBP SA added	Shares	+5.3K	+$2.0M	$6.1M
25	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-27.3K	+$2.0M	$57.2M
26	TRUST CO OF TOLEDO NA /OH/ trimmed	Shares	-869	+$1.9M	$16.0M
27	WESPAC Advisors SoCal, LLC added	Shares	+1.1K	+$1.8M	$12.5M
28	BENJAMIN EDWARDS INC added	Shares	+5.5K	+$1.8M	$5.6M
29	Park Edge Advisors, LLC added	Shares	+6.9K	+$1.7M	$2.8M
30	AG2R LA MONDIALE GESTION D'ACTIFS added	Shares	+3.3K	+$1.6M	$7.2M
31	RATIONAL ADVISORS, INC. trimmed	Shares	-600	+$1.4M	$9.9M
32	SPIRIT OF AMERICA MANAGEMENT CORP/NY added	Shares	+300	+$1.3M	$9.5M
33	Crossmark Global Holdings, Inc. added	Shares	+308	+$1.2M	$9.0M
34	Merit Financial Group, LLC added	Shares	+1.0K	+$1.2M	$7.9M
35	JAMES INVESTMENT RESEARCH, INC. added	Shares	+4.0K	+$1.2M	$3.2M
36	Louisiana State Employees Retirement System added	Shares	+500	+$1.2M	$8.2M
37	SAPIENT CAPITAL LLC new	Shares	+4.9K	+$1.1M	$1.1M
38	GRIMES & Co WEALTH MANAGEMENT, LLC added	Shares	+3.3K	+$1.1M	$3.6M
39	Retirement Management Systems Inc. added	Shares	+2.5K	+$1.1M	$4.7M
40	Clear Trail Advisors, LLC added	Shares	+3.9K	+$1.0M	$1.9M
41	EASTERLY INVESTMENT PARTNERS LLC trimmed	Shares	-2.0K	+$1.0M	$10.3M
42	HARTFORD INVESTMENT MANAGEMENT CO trimmed	Shares	-756	+$992.9K	$8.9M
43	GAMMA Investing LLC added	Shares	+2.0K	+$930.3K	$4.2M
44	First National Bank of Mount Dora, Trust Investment Services trimmed	Shares	-188	+$924.8K	$7.5M
45	Generali Investments CEE, investicni spolecnost, a.s. unchanged	Shares	0	+$924.6K	$7.2M
46	Perpetual Ltd added	Shares	+1.1K	+$904.2K	$5.3M
47	Envestnet Portfolio Solutions, Inc. added	Shares	+1.4K	+$851.0K	$4.5M
48	SECURIAN ASSET MANAGEMENT, INC trimmed	Shares	-171	+$820.4K	$4.6M
49	CAISSE DES DEPOTS ET CONSIGNATIONS new	Shares	+3.6K	+$808.7K	$808.7K
50	Farther Finance Advisors, LLC added	Shares	+2.1K	+$799.4K	$3.0M

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