US95040QAR56 - Welltower Inc Stock - Stock Price, Institutional Ownership, Shareholders

Basic Stats

Institutional Owners	1 total, 1 long only, 0 short only, 0 long/short - change of 5.13% MRQ
Average Portfolio Allocation	0.0798 % - change of -7.75% MRQ

Institutional Shares (Long)	10,000 (ex 13D/G) - change of 0.00MM shares 0.00% MRQ
Institutional Value (Long)	$ 9 USD ($1000)

Institutional Ownership and Shareholders

Welltower Inc (US:US95040QAR56) has 1 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 10,000 shares. Largest shareholders include BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF .

Welltower Inc (US95040QAR56) institutional ownership structure shows current positions in the company by institutions and funds, as well as latest changes in position size. Major shareholders can include individual investors, mutual funds, hedge funds, or institutions. The Schedule 13D indicates that the investor holds (or held) more than 5% of the company and intends (or intended) to actively pursue a change in business strategy. Schedule 13G indicates a passive investment of over 5%.

US95040QAR56 / Welltower Inc - 3.85% 2032-06-15 Institutional Ownership

13F and NPORT Filings

Detail on 13F filings are free. Detail on NP filings require a premium membership. Green rows indicate new positions. Red rows indicate closed positions. Click the link icon to see the full transaction history.

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Effective Date :

File Date	Source	Investor	Shares	Δ Shares (%)	Reported Value ($1000)	Δ Value (%)
2025-08-28	NP	STFBX - State Farm Balanced Fund			237	2.16
2025-06-25	NP	PYGFX - Payden Global Fixed Income Fund (Investor Class)			751	2.18
2025-06-26	NP	BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			19	0.00
2025-07-29	NP	Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF			1,795	-6.90
2025-08-27	NP	VTBIX - Vanguard Total Bond Market II Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			3,978	1.87
2025-08-27	NP	Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A			1,042
2025-07-25	NP	AGG - iShares Core U.S. Aggregate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			2,116	0.38
2025-07-25	NP	IGEB - iShares Edge Investment Grade Enhanced Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			420	-43.22
2025-06-25	NP	GRNB - VanEck Vectors Green Bond ETF			94	2.20
2025-06-26	NP	BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			910	2.36
2025-08-27	NP	VBINX - Vanguard Balanced Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			474	1.94
2025-08-25	NP	SCHI - Schwab 5-10 Year Corporate Bond ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			1,963	1.92
2025-08-26	NP	MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio			75	1.37
2025-06-26	NP	DFSB - Dimensional Global Sustainability Fixed Income ETF			75	2.74
2025-06-30	NP	VFICX - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			10,392	2.17
2025-06-26	NP	BGRN - iShares Global Green Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			844	-2.31
2025-06-26	NP	NUAG - Nuveen Enhanced Yield U.S. Aggregate Bond ETF This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			28	-37.78
2025-06-26	NP	MSTVX - Morningstar Alternatives Fund			66	1.56
2025-08-28	NP	BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			262	1.95
2025-08-27	NP	VBMFX - Vanguard Total Bond Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			5,709	1.86
2025-08-28	NP	TBIIX - TIAA-CREF Bond Index Fund Institutional Class			142	2.16
2025-07-25	NP	SWAGX - Schwab U.S. Aggregate Bond Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			141	0.00
2025-06-26	NP	IBDX - iShares iBonds Dec 2032 Term Corporate ETF			2,148	8.32
2025-08-27	NP	VBIIX - Vanguard Intermediate-Term Bond Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			3,133	1.85
2025-07-25	NP	EAGG - iShares ESG U.S. Aggregate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			295	0.34
2025-07-25	NP	IGIB - iShares Intermediate-Term Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			4,206	2.56
2025-03-28	NP	BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF	10,000	0.00	9	0.00
2025-08-26	NP	BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			5,859	1.88
2025-08-26	NP	SIGAX - Western Asset Corporate Bond Fund Class A			389	2.10
2025-07-25	NP	IMTB - iShares Core 5-10 Year USD Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			19	0.00
2025-07-29	NP	VICSX - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			22,834	68.40
2025-06-26	NP	BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			216	2.37
2025-07-25	NP	USIG - iShares Broad USD Investment Grade Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			684	24.86
2025-07-28	NP	JSIAX - JPMorgan Unconstrained Debt Fund Class A			384	0.26
2025-08-11	NP	Six Circles Trust - Six Circles Global Bond Fund			38	-45.59
2025-07-25	NP	GVI - iShares Intermediate Government/Credit Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			75	13.85
2025-08-26	NP	LLAAX - Western Asset Long Credit VIT Class I			104	1.96
2025-08-28	NP	SPIB - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			914	-46.80
2025-08-29	NP	ETNRX - Eventide Core Bond Fund Class N Shares			1,900	2.21
2025-05-27	NP	BRACX - Bats Series C This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			513	-2.29
2025-07-28	NP	GBOAX - JPMorgan Global Bond Opportunities Fund Class A			1,302	0.23