WELL
Welltower Inc.
OpenVolumeMkt capP/EEPSDiv yield
Day – 52-wk –
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Fund move
Fund move
Last report2 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
−5.77%
vs ±5.3% implied · ×1.09
shaded = implied · ▲▼ = realized
No thesis.
Welltower Inc.
234.81
+1.64 · +0.70%
post 234.90 +0.04%
| Rank | Manager | Value | % 13F | ||
|---|---|---|---|---|---|
| 1 | BlackRockBlackRockindex-like | $17.7B | 10.91% | +5.47% | |
| 2 | Vanguard Capital ManagementVanguardindex-like | $10.5B | 6.45% | +1.69% | |
| 3 | Vanguard Portfolio ManagementVanguard Portfolioindex-like | $9.9B | 6.07% | +3.79% | |
| 4 | State StreetState Streetindex-like | $9.6B | 5.89% | +1.39% | |
| 5 | Capital International InvestorsCapital International Investors | $9.0B | 5.52% | +10.28% | |
| 6 | Cohen & SteersCohen & Steers | $8.4B | 5.15% | +2.72% | |
| 7 | Capital World InvestorsCapital World Investors | $4.5B | 2.80% | +57.43% | |
| 8 | Bank of AmericaBank of America | $4.4B | 2.73% | −10.36% | |
| 9 | FMRFMR | $4.4B | 2.72% | −12.29% | |
| 10 | T. Rowe Price AssociatesT. Rowe Price | $4.2B | 2.58% | +7.40% | |
| 11 | Norges BankNorges Bankindex-like | $4.1B | 2.54% | — | |
| 12 | Geode Capital ManagementGeodeindex-like | $4.0B | 2.46% | −0.46% | |
| 13 | Wellington Management GroupWellington | $3.4B | 2.12% | −10.45% | |
| 14 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am MainDZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $2.4B | 1.49% | +21.16% | |
| 15 | Principal Financial GroupPrincipal Financial | $2.2B | 1.37% | +2.16% | |
| 16 | Morgan StanleyMorgan Stanley | $2.2B | 1.36% | +7.91% | |
| 17 | Charles Schwab Investment ManagementCharles Schwabindex-like | $2.1B | 1.31% | +6.40% | |
| 18 | Northern TrustNorthern Trustindex-like | $2.1B | 1.30% | +3.25% | |
| 19 | Goldman Sachs GroupGoldman Sachs | $2.0B | 1.25% | +21.41% | |
| 20 | JPMorgan ChaseJPMorgan Chase | $2.0B | 1.20% | −0.90% | |
| 21 | Dimensional Fund AdvisorsDimensional | $1.9B | 1.19% | +1.61% | |
| 22 | UBS Asset Management AmericasUBS Asset Management Americas | $1.8B | 1.11% | −2.72% | |
| 23 | Legal & General GroupLegal & General | $1.6B | 0.99% | −2.66% | |
| 24 | Capital Research Global InvestorsCapital Research Global Investors | $1.6B | 0.96% | +5.42% | |
| 25 | InvescoInvesco | $1.5B | 0.92% | −0.98% |
1,607 managers report $162.4B of Welltower on form 13F for the quarter ended Jun 30 '26. 39 of them hold 80% of it; BlackRock is largest at 10.91%.
Expected move
Inputsspot 234.60exp Feb 19ATM strike 230ATM straddle 27.15IV 26%