How many institutions own WELL stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own WELL shares is 1859, representing 98.35% of the company's common stock.

Who are the major shareholders selling Welltower Inc. stock?

NEUBERGER BERMAN GROUP LLC, in the last quarter, reduced its stake in WELL by -9.81% restricting it's holding to 702.04 thousand shares of worth nearly $125.06M. NEW YORK STATE COMMON RETIREMENT FUND also lessened -3.38% of the WELL shares from its portfolio, reducing its holding to 767.27 thousand shares of worth $136.68M. SEI INVESTMENTS CO also shunned WELL shares holding by -8.62% last quarter which brought its holding to 2.31 million shares worth $410.90M.

Investors who are buying WELL stock?

As per its latest 13F filing, BNP PARIBAS ARBITRAGE, SNC increased its stake in WELL by 49.36% in the last quarter. The institutional holder raised its holding to 793.96 thousand shares having worth more than $141.44M. ABRDN PLC also added 9.19% more shares of WELL to its portfolio, raising its holding to 1.72 million shares of worth $306.88M. NORDEA INVESTMENT MANAGEMENT AB also increased its WELL shares holding by 7.74% which brought its holding to 1.73 million shares worth $307.11M.

WELL's major insiders: who are they?

The insider with the most stakes in WELL is DEROSA THOMAS J , Chairman & CEO at the company. Additionally, WELL stock is highly held by EVP-COO Miller Jeffrey H and EVP and CFO ESTES SCOTT A among others.

Did an insider recently sell WELL stock?

Company executives, directors, and other insiders own 0.05% percent of Welltower Inc.'s stock. Within the last six months, there have been 0 transaction(s) in which WELL insiders have sold stock, totaling 0 shares. Insiders that have sold shares include CHAUDHRI NIKHIL, MCQUEEN MATTHEW GRANT, and BURKART JOHN F..

Which insider recently purchased WELL stock?

There have been 0 transaction(s) during the past 6-months in which Welltower Inc. insiders have bought stock, totalling 0 shares

How much of WELL does insiders own?

Around 0 Welltower Inc. shares are held by insiders, which represents about 0.05% of WELL stock.

Who is the insider with the largest stake?

WELL Chairman & CEO, DEROSA THOMAS J holds the largest portfolio of the company's shares. WELL shares owned by DEROSA total nearly 279.65 thousand.

Which institution holds the most shares in WELL?

NEUBERGER BERMAN GROUP LLC is the largest institutional owner in WELL which holds 702.04 thousand shares worth $125.06M or 0.11% of the total WELL shares outstanding followed by NEW YORK STATE COMMON RETIREMENT FUND with ownership of 767.27 thousand shares representing 0.12% of the WELL ownership. BNP PARIBAS ARBITRAGE, SNC is the third largest stakeholder with 793.96 thousand shares or 0.12% of the ownership worth more than $141.44M.

Is Welltower Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the WELL is concerned, it is a stock which is optionable.

Is there a short position on WELL's shares?

Number of WELL shares short is 12.71M. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding WELL shares are there?

As of today, 668.83M shares of WELL are outstanding.

Is there many float in WELL stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, WELL has 667.92M shares in float.

WELL short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for WELL is 5.07.

Welltower (WELL) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares1.9

Short Percent Of Float2.18

Shares Outstanding668.83M

Shares Float667.92M

Shares Short12.71M

Short Ratio5.07

2.18%

Short % of Float

1.9%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

0.05% Percentage of Shares held by All Insiders

98.35% Percentage of Shares held by All Institutions

98.4% Percentage of Float held by Institutions

1859

Number of Institutions Holding Shares

Institutional Ownership

About 98.35% of WELL shares are held by financial institutions. NEUBERGER BERMAN GROUP LLC is the top corporate investor, holding 702.04K shares valued at $125.06M. A 0.11% stake in Welltower Inc. is owned by the company. NEW YORK STATE COMMON RETIREMENT FUND owns 767.27K shares valued at $136.68M, which translates its holding of 0.12% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	NEUBERGER BERMAN GROUP LLC	0.11%	702.04K	125.06M	-76.38K	-9.81%
Sep 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.12%	767.27K	136.68M	-26.8K	-3.38%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.12%	793.96K	141.44M	262.38K	+49.36%
Sep 30, 2025	ABRDN PLC	0.26%	1.72M	306.88M	145.12K	+9.19%
Sep 30, 2025	NORDEA INVESTMENT MANAGEMENT AB	0.26%	1.73M	307.11M	124.09K	+7.74%
Sep 30, 2025	SEI INVESTMENTS CO	0.35%	2.31M	410.9M	-217.7K	-8.62%
Sep 30, 2025	AMUNDI	0.63%	4.15M	722.06M	82.04K	+2.02%
Sep 30, 2025	DUFF & PHELPS INVESTMENT MANAGEMENT CO	0.38%	2.5M	446.07M	-5.61K	-0.22%
Sep 30, 2025	SCHRODER INVESTMENT MANAGEMENT GROUP	0.26%	1.73M	307.74M	196.66K	+12.85%
Sep 30, 2025	KOREA INVESTMENT CORP	0.12%	800.47K	142.6M	43.07K	+5.69%
Sep 30, 2025	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.25%	1.67M	297.72M	-78.73K	-4.50%
Sep 30, 2025	ALLIANZ ASSET MANAGEMENT GMBH	0.13%	831.29K	148.09M	59.99K	+7.78%
Sep 30, 2025	ACTIAM N.V.	0.14%	901.52K	160.6M	64.36K	+7.69%
Sep 30, 2025	D. E. SHAW & CO., INC.	0.27%	1.79M	318.64M	720.11K	+67.39%
Sep 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.28%	1.82M	323.66M	-648.97K	-26.32%
Sep 30, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.28%	1.83M	325.35M	171.2K	+10.34%
Sep 30, 2025	BARCLAYS PLC	0.28%	1.83M	325.85M	210.07K	+12.97%
Sep 30, 2025	SWISS NATIONAL BANK	0.29%	1.89M	335.81M	-77.8K	-3.96%
Sep 30, 2025	GROUPAMA ASSET MANAGMENT	0.32%	2.08M	35.43M	4.2K	+0.20%
Sep 30, 2025	HSBC HOLDINGS PLC	0.36%	2.36M	420.64M	252.28K	+11.96%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.42%	2.77M	485.9M	-86.03K	-3.01%
Sep 30, 2025	PGGM INVESTMENTS	0.43%	2.8M	498.93M	138.67K	+5.21%
Sep 30, 2025	CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC	0.46%	3.04M	542.25M	-227.53K	-6.95%
Sep 30, 2025	PRUDENTIAL FINANCIAL INC	0.47%	3.11M	553.64M	333.58K	+12.02%
Sep 30, 2025	UBS GROUP AG	0.5%	3.28M	583.96M	1.18M	+56.47%
Sep 30, 2025	RESOLUTION CAPITAL LTD	0.64%	4.2M	748.74M	-881.54K	-17.34%
Sep 30, 2025	CAPITAL WORLD INVESTORS	0.65%	4.25M	756.61M	2.66M	+167.21%
Sep 30, 2025	DEUTSCHE BANK AG\	0.72%	4.75M	845.59M	47.74K	+1.02%
Sep 30, 2025	DAIWA SECURITIES GROUP INC.	0.75%	4.91M	874.21M	-444.09K	-8.30%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.92%	6.07M	1.08B	-62.4K	-1.02%
Sep 30, 2025	INVESCO LTD.	1.07%	7.01M	1.25B	-289.55K	-3.97%
Sep 30, 2025	JPMORGAN CHASE & CO	1.19%	7.81M	1.39B	-83.71K	-1.06%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.22%	7.98M	1.42B	654.26K	+8.93%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.47%	16.23M	2.89B	1.22M	+8.13%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	2.95%	19.38M	3.45B	367.46K	+1.93%
Sep 30, 2025	FMR LLC	3.03%	19.89M	3.54B	1.57M	+8.57%
Sep 30, 2025	COHEN & STEERS, INC.	5.11%	33.57M	5.98B	-1.61M	-4.56%
Sep 30, 2025	STATE STREET CORP	6.28%	41.25M	7.35B	1.64M	+4.13%
Sep 30, 2025	VANGUARD GROUP INC	13.67%	89.78M	15.99B	3.99M	+4.65%
Sep 30, 2025	MORGAN STANLEY	1.46%	9.59M	1.71B	782.15K	+8.88%
Sep 30, 2025	NATIONAL PENSION SERVICE	0.26%	1.69M	301.4M	34.53K	+2.08%
Sep 30, 2025	HEITMAN REAL ESTATE SECURITIES LLC	0.15%	978.56K	174.32M	-31.74K	-3.14%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.17%	1.12M	199.66M	-150.69K	-11.85%
Sep 30, 2025	UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH	0.18%	1.18M	210.39M	-231.39K	-16.38%
Sep 30, 2025	LASALLE INVESTMENT MANAGEMENT SECURITIES LLC	0.18%	1.19M	212.57M	-229.21K	-16.11%
Sep 30, 2025	AEW CAPITAL MANAGEMENT L P	0.18%	1.21M	214.67M	-78.22K	-6.10%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	0.19%	1.25M	222.55M	183.55K	+17.22%
Sep 30, 2025	ASSET MANAGEMENT ONE CO., LTD.	0.19%	1.27M	225.72M	63.29K	+5.26%
Sep 30, 2025	RHUMBLINE ADVISERS	0.2%	1.28M	228.47M	-17.96K	-1.38%
Sep 30, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.25%	1.66M	292.92M	184.41K	+12.48%
Sep 30, 2025	NOMURA ASSET MANAGEMENT CO LTD	0.21%	1.36M	242.48M	99.32K	+7.87%
Sep 30, 2025	VOYA INVESTMENT MANAGEMENT LLC	0.23%	1.49M	264.84M	-153.23K	-9.32%
Sep 30, 2025	APG ASSET MANAGEMENT US INC.	0.24%	1.59M	285.71M	71.08K	+4.67%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.52%	3.38M	602.25M	-3.76K	-0.11%
Sep 30, 2025	MACQUARIE GROUP LTD	0.26%	1.69M	301.08M	-64K	-3.65%
Sep 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.48%	3.17M	564.56M	-101.14K	-3.09%
Sep 30, 2025	NUVEEN, LLC	0.77%	5.07M	903.75M	-49.13K	-0.96%
Sep 30, 2025	CENTERSQUARE INVESTMENT MANAGEMENT LLC	0.8%	5.26M	936.52M	258.98K	+5.18%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	1.02%	6.72M	1.2B	-576.31K	-7.90%
Sep 30, 2025	DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN	1.09%	7.18M	1.28B	763.17K	+11.89%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	1.13%	7.41M	1.32B	210.56K	+2.93%
Sep 30, 2025	NORTHERN TRUST CORP	1.39%	9.11M	1.62B	282.88K	+3.21%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.61%	4.01M	714.86M	-3.03K	-0.08%
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	1.55%	10.18M	1.81B	-249.61K	-2.39%
Sep 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	2.3%	15.09M	2.69B	2.93M	+24.09%
Sep 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	3.05%	20.02M	3.57B	-151.01K	-0.75%
Sep 30, 2025	CAPITAL INTERNATIONAL INVESTORS	7.08%	46.52M	8.29B	1.84M	+4.13%
Sep 30, 2025	BLACKROCK, INC.	10.57%	69.42M	12.37B	2.86M	+4.30%
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0.1%	644.57K	99.09M	-50.32K	-7.24%
Jun 30, 2025	ROYAL BANK OF CANADA	0.12%	760.58K	116.92M	-23.63K	-3.01%
Jun 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.16%	1.02M	156.6B	46.65K	+4.80%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	0.16%	1.07M	163.84M	-57.99K	-5.16%
Jun 30, 2025	D. E. SHAW & CO., INC.	0.16%	1.07M	164.27B	196.14K	+22.48%
Jun 30, 2025	CASTLE HOOK PARTNERS LP	0.17%	1.1M	169.7M	165.71K	+17.66%
Jun 30, 2025	ASSET MANAGEMENT ONE CO., LTD.	0.18%	1.2M	185.06M	12.37K	+1.04%
Jun 30, 2025	BAMCO INC /NY/	0.19%	1.23M	188.85M	-93.8K	-7.09%
Jun 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.19%	1.24M	190.8M	877.73K	+241.52%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.2%	1.29M	198.33B	26.92K	+2.13%
Jun 30, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.23%	1.48M	227.23M	72.47K	+5.16%
Jun 30, 2025	APG ASSET MANAGEMENT US INC.	0.23%	1.52M	230.69M	100.86K	+7.10%
Jun 30, 2025	DUFF & PHELPS INVESTMENT MANAGEMENT CO	0.38%	2.51M	385.81M	32.89K	+1.33%
Jun 30, 2025	PGGM INVESTMENTS	0.41%	2.66M	409.24M	20.62K	+0.78%
Jun 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.5%	3.27M	502.75M	162.51K	+5.23%
Jun 30, 2025	CENTERSQUARE INVESTMENT MANAGEMENT LLC	0.76%	5M	768.37M	35.96K	+0.72%
Jun 30, 2025	ABRDN PLC	0.24%	1.58M	239.36M	81.54K	+5.45%
Jun 30, 2025	SCHRODER INVESTMENT MANAGEMENT GROUP	0.23%	1.53M	235.34M	174.58K	+12.87%
Jun 30, 2025	CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC	0.5%	3.27M	502.92M	258.22K	+8.57%
Jun 30, 2025	DAIWA SECURITIES GROUP INC.	0.82%	5.35M	822.69M	-89.72K	-1.65%
Jun 30, 2025	BARCLAYS PLC	0.25%	1.62M	248.91M	26.41K	+1.66%
Jun 30, 2025	CAPITAL WORLD INVESTORS	0.24%	1.59M	244.35M	1.59M	+100.00%
Jun 30, 2025	BLACKROCK, INC.	10.14%	66.55M	10.23B	934.47K	+1.42%
Jun 30, 2025	LASALLE INVESTMENT MANAGEMENT SECURITIES LLC	0.22%	1.42M	218.68M	121.88K	+9.37%
Jun 30, 2025	AEW CAPITAL MANAGEMENT L P	0.2%	1.28M	197.28M	-92.59K	-6.73%
Jun 30, 2025	ZIMMER PARTNERS, LP	0.19%	1.25M	191.82M	-609.1K	-32.80%
Jun 30, 2025	HEITMAN REAL ESTATE SECURITIES LLC	0.15%	1.01M	155.31M	-69.92K	-6.47%
Jun 30, 2025	ADELANTE CAPITAL MANAGEMENT LLC	0.15%	981.59K	150.9M	17.86K	+1.85%
Jun 30, 2025	PICTET ASSET MANAGEMENT HOLDING SA	0.14%	898.71K	138.15M	-108.21K	-10.75%
Jun 30, 2025	ACTIAM N.V.	0.13%	837.17K	128.7M	178.4K	+27.08%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.12%	774.9K	119.13M	51.98K	+7.19%
Jun 30, 2025	KOREA INVESTMENT CORP	0.12%	757.41K	116.44M	69.73K	+10.14%
Jun 30, 2025	HRT FINANCIAL LP	0.11%	712.93K	109.6M	546.23K	+327.66%
Jun 30, 2025	SWEDBANK AB	0.1%	666.22K	102.42M	66.04K	+11.00%
Jun 30, 2025	NATIXIS ADVISORS, L.P.	0.1%	653.39K	100.45M	227.39K	+53.38%
Jun 30, 2025	CAPITAL INTERNATIONAL, INC./CA/	0.08%	528.09K	81.18M	124.29K	+30.78%
Jun 30, 2025	MITSUBISHI UFJ TRUST & BANKING CORP	0.08%	502.84K	77.3M	-1.09K	-0.22%
Jun 30, 2025	BNP PARIBAS ASSET MANAGEMENT HOLDING S.A.	0.08%	498.58K	76.65M	-23.38K	-4.48%
Jun 30, 2025	AVIVA PLC	0.07%	484.95K	74.55M	50.08K	+11.51%
Jun 30, 2025	MARSHALL WACE, LLP	0.07%	476.82K	73.3M	-291.66K	-37.95%
Jun 30, 2025	ARTISAN PARTNERS LIMITED PARTNERSHIP	0.07%	469.95K	72.25M	469.95K	+100.00%
Jun 30, 2025	NORDEA INVESTMENT MANAGEMENT AB	0.24%	1.6M	242.62M	70.57K	+4.61%
Jun 30, 2025	VOYA INVESTMENT MANAGEMENT LLC	0.25%	1.64M	252.06M	-128.99K	-7.27%
Jun 30, 2025	NUVEEN, LLC	0.78%	5.12M	787.46M	147.49K	+2.96%
Jun 30, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.25%	1.66M	254.45M	136.04K	+8.96%
Jun 30, 2025	NATIONAL PENSION SERVICE	0.25%	1.66M	254.79M	125.58K	+8.20%
Jun 30, 2025	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.27%	1.75M	269.02M	-82.24K	-4.49%
Jun 30, 2025	FMR LLC	2.79%	18.32M	2.82B	785.54K	+4.48%
Jun 30, 2025	MORGAN STANLEY	1.34%	8.81M	1.35T	-369.98K	-4.03%
Jun 30, 2025	RESOLUTION CAPITAL LTD	0.77%	5.08M	781.66M	177.85K	+3.62%
Jun 30, 2025	RETIREMENT SYSTEMS OF ALABAMA	0.07%	486.92K	74.85M	15.57K	+3.30%
Jun 30, 2025	CAPITAL INTERNATIONAL INVESTORS	6.8%	44.67M	6.87B	2.08M	+4.88%
Jun 30, 2025	COHEN & STEERS, INC.	5.36%	35.17M	5.41B	-644.33K	-1.80%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	1.1%	7.2M	1.11B	-50.88K	-0.70%
Jun 30, 2025	DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN	0.98%	6.42M	986.42M	85.75K	+1.35%
Jun 30, 2025		0.78%	5.12M	787.46M	147.49K	+2.96%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.44%	2.86M	434.57M	209.72K	+7.92%
Jun 30, 2025	PRUDENTIAL FINANCIAL INC	0.42%	2.77M	426.5M	268.73K	+10.73%
Jun 30, 2025	SEI INVESTMENTS CO	0.38%	2.52M	388.06M	-48.79K	-1.90%
Jun 30, 2025	HSBC HOLDINGS PLC	0.32%	2.11M	323.6M	-189.27K	-8.24%
Jun 30, 2025	UBS GROUP AG	0.32%	2.1M	322.07M	-661.12K	-23.99%
Jun 30, 2025	MACQUARIE GROUP LTD	0.27%	1.75M	269.67M	-65.81K	-3.62%
Jun 30, 2025	SWISS NATIONAL BANK	0.3%	1.96M	301.76M	206.6K	+11.76%
Jun 30, 2025	GROUPAMA ASSET MANAGMENT	0.32%	2.08M	29.78M	163.97K	+8.56%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.38%	2.47M	379.08M	1.1M	+80.29%
Jun 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.52%	3.39M	520.31M	-108.84K	-3.12%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.61%	4.02M	617.37M	125.84K	+3.23%
Jun 30, 2025	AMUNDI	0.62%	4.06M	612.55M	266.29K	+7.01%
Jun 30, 2025	INVESCO LTD.	1.11%	7.3M	1.12B	207.96K	+2.93%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.12%	7.33M	1.13B	372.7K	+5.36%
Jun 30, 2025	JPMORGAN CHASE & CO	1.2%	7.9M	1.21B	149.72K	+1.93%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.93%	6.13M	942.49B	1.4M	+29.65%
Jun 30, 2025	LEGAL & GENERAL GROUP PLC	1.11%	7.3M	1.12B	285.21K	+4.07%
Jun 30, 2025	NORTHERN TRUST CORP	1.34%	8.82M	1.36B	355.97K	+4.20%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	1.48%	9.69M	1.49B	1.53M	+18.72%
Jun 30, 2025	PRINCIPAL FINANCIAL GROUP INC	1.59%	10.43M	1.6B	-1.03M	-8.98%
Jun 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	1.85%	12.16M	1.87B	3.24M	+36.28%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.29%	15.01M	2.3B	723.89K	+5.07%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	2.9%	19.01M	2.92B	-1.36M	-6.69%
Jun 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	3.07%	20.17M	3.1B	-1.12M	-5.26%
Jun 30, 2025	NORGES BANK	4.86%	31.9M	4.9B	31.9M	+100.00%
Jun 30, 2025	STATE STREET CORP	6.03%	39.62M	6.09B	1.74M	+4.59%
Jun 30, 2025	VANGUARD GROUP INC	13.07%	85.79M	13.19B	-6.6M	-7.15%
Jun 30, 2025	DEUTSCHE BANK AG\	0.72%	4.7M	722.38M	-422.28K	-8.25%
Jun 30, 2025	ADAGE CAPITAL PARTNERS GP, L.L.C.	0.09%	569.01K	87.47M	63.4K	+12.54%
Jun 30, 2025	CONGRESS ASSET MANAGEMENT CO /MA	0.09%	578.85K	88.99M	578.85K	+100.00%
Mar 31, 2025	DEUTSCHE BANK AG\	0.8%	5.12M	784.63M	118.19K	+2.36%
Mar 31, 2025	COHEN & STEERS, INC.	5.57%	35.82M	5.49B	-2.09M	-5.52%
Mar 31, 2025	WELLINGTON MANAGEMENT GROUP LLP	3.31%	21.29M	3.26B	2.61M	+14.00%
Mar 31, 2025	GROUPAMA ASSET MANAGMENT	0.3%	1.92M	4.82M	15.1K	+0.79%
Mar 31, 2025	FMR LLC	2.73%	17.54M	2.69B	1.76M	+11.12%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.22%	14.29M	2.19B	729.73K	+5.38%
Mar 31, 2025	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.28%	1.83M	280.71M	171.02K	+10.30%
Mar 31, 2025		0.22%	1.44M	221.2M	-97.73K	-6.34%
Mar 31, 2025	CENTERSQUARE INVESTMENT MANAGEMENT LLC	0.77%	4.96M	760.27M	67.84K	+1.39%
Mar 31, 2025	RESOLUTION CAPITAL LTD	0.76%	4.91M	751.77M	-862.39K	-14.95%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	1.13%	7.25M	1.11B	-227.33K	-3.04%
Mar 31, 2025	INVESCO LTD.	1.1%	7.09M	1.09B	-337.37K	-4.54%
Mar 31, 2025	LEGAL & GENERAL GROUP PLC	1.09%	7.01M	1.07B	122K	+1.77%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.08%	6.96M	1.07B	877.86K	+14.44%
Mar 31, 2025	DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN	0.98%	6.33M	969.94M	-187.46K	-2.88%
Mar 31, 2025	DAIWA SECURITIES GROUP INC.	0.85%	5.44M	833.66M	-797.83K	-12.79%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.74%	4.73M	724.52M	1.03M	+27.87%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.6%	3.89M	596.01M	5.45K	+0.14%
Mar 31, 2025	AMUNDI	0.59%	3.8M	578.95M	24.3K	+0.64%
Mar 31, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.54%	3.49M	535.35M	2.97K	+0.09%
Mar 31, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.48%	3.11M	476.15M	1.16K	+0.04%
Mar 31, 2025	CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC	0.47%	3.01M	461.66M	1.08M	+55.57%
Mar 31, 2025	PRUDENTIAL FINANCIAL INC	0.39%	2.51M	383.88M	-271.81K	-9.79%
Mar 31, 2025	DUFF & PHELPS INVESTMENT MANAGEMENT CO	0.39%	2.48M	379.46M	-98.98K	-3.84%
Mar 31, 2025	HSBC HOLDINGS PLC	0.36%	2.3M	352.12M	91.41K	+4.14%
Mar 31, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.24%	1.52M	232.74M	178.09K	+13.28%
Mar 31, 2025	ABRDN PLC	0.23%	1.5M	228.93M	160.26K	+11.99%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	3.17%	20.37M	3.12B	1.67M	+8.91%
Mar 31, 2025	UBS GROUP AG	0.43%	2.76M	422.27M	736.4K	+36.46%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.41%	2.65M	399.31M	1.05M	+65.22%
Mar 31, 2025	PGGM INVESTMENTS	0.41%	2.64M	404.7M	68.52K	+2.66%
Mar 31, 2025	VOYA INVESTMENT MANAGEMENT LLC	0.28%	1.77M	271.4M	385.62K	+27.78%
Mar 31, 2025	SWISS NATIONAL BANK	0.27%	1.76M	269.08M	9.1K	+0.52%
Mar 31, 2025	BARCLAYS PLC	0.25%	1.59M	244.02M	751.44K	+89.32%
Mar 31, 2025	NORDEA INVESTMENT MANAGEMENT AB	0.24%	1.53M	235.5M	54.53K	+3.69%
Mar 31, 2025	ZIMMER PARTNERS, LP	0.29%	1.86M	284.49M	-1.47M	-44.24%
Mar 31, 2025	PRINCIPAL FINANCIAL GROUP INC	1.78%	11.46M	1.76B	-446.22K	-3.75%
Mar 31, 2025	NATIONAL PENSION SERVICE	0.24%	1.53M	234.69M	127.86K	+9.11%
Mar 31, 2025	MORGAN STANLEY	1.43%	9.18M	1.41B	2.11M	+29.80%
Mar 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	1.39%	8.92M	1.37B	2.62M	+41.62%
Mar 31, 2025	NORTHERN TRUST CORP	1.32%	8.47M	1.3B	36.73K	+0.44%
Mar 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	1.27%	8.16M	1.25B	532.14K	+6.97%
Mar 31, 2025	SEI INVESTMENTS CO	0.4%	2.57M	394.23M	13.62K	+0.53%
Mar 31, 2025	VANGUARD GROUP INC	14.36%	92.39M	14.16B	-5.9M	-6.01%
Mar 31, 2025	BLACKROCK, INC.	10.2%	65.62M	10.05B	715.35K	+1.10%
Mar 31, 2025	CAPITAL INTERNATIONAL INVESTORS	6.62%	42.59M	6.53B	5.5M	+14.82%
Mar 31, 2025	STATE STREET CORP	5.89%	37.88M	5.8B	1.44M	+3.95%
Mar 31, 2025	JPMORGAN CHASE & CO	1.2%	7.75M	1.19B	-2.39M	-23.59%
Mar 31, 2025	MACQUARIE GROUP LTD	0.28%	1.82M	278.84M	-32.4K	-1.75%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.71%	3.89M	363.18M	-103.52K	-2.59%
Mar 31, 2024	BARCLAYS PLC	0.23%	1.28M	119.34M	-857.4K	-40.17%
Mar 31, 2024	AEW CAPITAL MANAGEMENT L P	0.24%	1.29M	120.56M	115.34K	+9.82%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.24%	1.3M	121.85M	226	+0.02%
Mar 31, 2024	BOSTON PARTNERS	0.24%	1.31M	122.83M	-357.81K	-21.40%
Mar 31, 2024	ADELANTE CAPITAL MANAGEMENT LLC	0.24%	1.31M	122.85M	17.24K	+1.33%
Mar 31, 2024	HEITMAN REAL ESTATE SECURITIES LLC	0.26%	1.4M	130.85M	324.5K	+30.16%
Mar 31, 2024	JANUS HENDERSON GROUP PLC	0.26%	1.41M	131.59M	-133.86K	-8.67%
Mar 31, 2024	UBS GROUP AG	0.28%	1.51M	141.25M	439.43K	+40.98%
Mar 31, 2024	SWISS NATIONAL BANK	0.3%	1.66M	154.89M	35.5K	+2.19%
Mar 31, 2024	CANADA PENSION PLAN INVESTMENT BOARD	0.31%	1.7M	158.42M	127.4K	+8.13%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.32%	1.73M	161.77M	1.28M	+284.20%
Mar 31, 2024	HSBC HOLDINGS PLC	0.33%	1.8M	168.12M	381.08K	+26.85%
Mar 31, 2024	MORGAN STANLEY	1.35%	7.39M	690.29M	790.92K	+11.99%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	1.41%	7.75M	724.33M	161.12K	+2.12%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	2.95%	16.2M	1.51B	1.3M	+8.74%
Mar 31, 2024	WELLINGTON MANAGEMENT GROUP LLP	3.03%	16.64M	1.55B	398.35K	+2.45%
Mar 31, 2024	STATE STREET CORP	6.11%	33.55M	3.13B	-2.08M	-5.84%
Mar 31, 2024	VOYA INVESTMENT MANAGEMENT LLC	0.36%	1.97M	183.83M	139.96K	+7.65%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.38%	2.06M	189.46M	21.94K	+1.08%
Mar 31, 2024	MACQUARIE GROUP LTD	0.38%	2.08M	194.34M	151.42K	+7.85%
Mar 31, 2024	MARSHALL WACE, LLP	0.4%	2.17M	202.7M	1.9M	+694.56%
Mar 31, 2024	PGGM INVESTMENTS	0.44%	2.42M	225.99M	-49.13K	-1.99%
Mar 31, 2024	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.45%	2.48M	231.49M	30.69K	+1.25%
Mar 31, 2024	SEI INVESTMENTS CO	0.48%	2.61M	244.2M	316.23K	+13.77%
Mar 31, 2024	PRUDENTIAL FINANCIAL INC	0.51%	2.8M	261.25M	62.11K	+2.27%
Mar 31, 2024	CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC	0.52%	2.83M	264.27M	-56.14K	-1.95%
Mar 31, 2024	AMUNDI	0.59%	3.23M	293M	590.18K	+22.39%
Mar 31, 2024	ZIMMER PARTNERS, LP	0.6%	3.32M	309.92M	3.32M	+100.00%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.63%	3.46M	323.27M	-841.27K	-19.56%
Mar 31, 2024	RUSSELL INVESTMENTS GROUP, LTD.	0.81%	4.43M	414.23M	489.53K	+12.41%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.85%	4.68M	436.91M	147.83K	+3.26%
Mar 31, 2024	CENTERSQUARE INVESTMENT MANAGEMENT LLC	0.97%	5.33M	507.77M	849.9K	+18.97%
Mar 31, 2024	DEUTSCHE BANK AG\	0.99%	5.42M	506.71M	145.49K	+2.76%
Mar 31, 2024	NORTHERN TRUST CORP	0.99%	5.43M	507.28M	-60.13K	-1.10%
Mar 31, 2024	PRICE T ROWE ASSOCIATES INC /MD/	1.22%	6.7M	626.02M	-475.4K	-6.63%
Mar 31, 2024	RESOLUTION CAPITAL LTD	1.25%	6.86M	640.66M	838.03K	+13.92%
Mar 31, 2024	INVESCO LTD.	1.32%	7.25M	677.03M	-387.36K	-5.07%
Mar 31, 2024	UBS ASSET MANAGEMENT AMERICAS INC	1.07%	5.87M	548.32M	191.33K	+3.37%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.09%	6.01M	561.44M	141.55K	+2.41%
Mar 31, 2024	JPMORGAN CHASE & CO	1.14%	6.25M	583.6M	1.82M	+41.19%
Mar 31, 2024	DAIWA SECURITIES GROUP INC.	1.45%	7.94M	741.72M	-48.61K	-0.61%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	1.52%	8.36M	780.91M	217.54K	+2.67%
Mar 31, 2024	BLACKROCK INC.	10.77%	59.13M	5.53B	950.98K	+1.63%
Mar 31, 2024	STATE OF NEW JERSEY COMMON PENSION FUND D	0.12%	668.04K	62.42M	18.55K	+2.86%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.12%	672.18K	62.81M	87.13K	+14.89%
Mar 31, 2024	BNP PARIBAS ASSET MANAGEMENT HOLDING S.A.	0.14%	783.22K	73.18M	-99.12K	-11.23%
Mar 31, 2024	NOMURA ASSET MANAGEMENT CO LTD	0.15%	808.46K	75.54M	37.25K	+4.83%
Mar 31, 2024	ALLIANZ ASSET MANAGEMENT GMBH	0.15%	845.62K	79.01M	478.01K	+130.03%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.18%	963.45K	90.02M	61.17K	+6.78%
Mar 31, 2024	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.18%	980.08K	91.58M	115.36K	+13.34%
Mar 31, 2024	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.18%	981.59K	91.72M	4.23K	+0.43%
Mar 31, 2024	STRS OHIO	0.18%	985.98K	92.13M	463.06K	+88.55%
Mar 31, 2024	BNP PARIBAS ARBITRAGE, SNC	0.19%	1.02M	95.75M	484.89K	+89.83%
Mar 31, 2024	SCHRODER INVESTMENT MANAGEMENT GROUP	0.19%	1.06M	99.39M	34.21K	+3.32%
Mar 31, 2024	GREAT WEST LIFE ASSURANCE CO /CAN/	0.19%	1.06M	99.46M	103.69K	+10.79%
Mar 31, 2024	NATIONAL PENSION SERVICE	0.2%	1.1M	102.77M	52.05K	+4.97%
Mar 31, 2024	ASSET MANAGEMENT ONE CO., LTD.	0.2%	1.1M	102.96M	17.26K	+1.59%
Mar 31, 2024	CREDIT SUISSE AG/	0.2%	1.1M	103.04M	35.93K	+3.37%
Mar 31, 2024	NORDEA INVESTMENT MANAGEMENT AB	0.2%	1.12M	104.07M	523.66K	+88.06%
Mar 31, 2024	RHUMBLINE ADVISERS	0.2%	1.12M	104.57M	34.32K	+3.16%
Mar 31, 2024	PICTET ASSET MANAGEMENT HOLDING SA	0.21%	1.14M	106.36M	89.86K	+8.57%
Mar 31, 2024	APG ASSET MANAGEMENT US INC.	0.21%	1.15M	106.05M	186K	+19.24%
Mar 31, 2024	ABRDN PLC	0.23%	1.26M	117.41M	79.56K	+6.76%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	0.23%	1.28M	119.18M	225.64K	+21.49%
Mar 31, 2024	VANGUARD GROUP INC	16.25%	89.19M	8.33B	3.26M	+3.79%
Mar 31, 2024	FMR LLC	2.09%	11.49M	1.07B	-605.95K	-5.01%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	2.27%	12.46M	1.16B	-553.88K	-4.26%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	2.51%	13.78M	1.29B	590.34K	+4.48%
Mar 31, 2024	CAPITAL INTERNATIONAL INVESTORS	5.33%	29.24M	2.73B	6.1M	+26.39%
Mar 31, 2024	COHEN & STEERS, INC.	7.2%	39.53M	3.69B	-1.31M	-3.21%
Dec 31, 2023	BLACKROCK INC.	10.6%	58.18M	5.25B	5.56M	+10.56%
Dec 31, 2023	ASSET MANAGEMENT ONE CO., LTD.	0.2%	1.08M	98.87M	56.99K	+5.55%
Dec 31, 2023	RHUMBLINE ADVISERS	0.2%	1.08M	97.81M	61.69K	+6.03%
Dec 31, 2023	AEW CAPITAL MANAGEMENT L P	0.21%	1.17M	105.94M	401.79K	+51.97%
Dec 31, 2023	ABRDN PLC	0.21%	1.18M	106.12M	35.48K	+3.11%
Dec 31, 2023	ADELANTE CAPITAL MANAGEMENT LLC	0.24%	1.3M	117M	93.34K	+7.75%
Dec 31, 2023	ALLIANCEBERNSTEIN L.P.	0.24%	1.3M	117.57M	90.08K	+7.42%
Dec 31, 2023	HSBC HOLDINGS PLC	0.26%	1.42M	128.19M	139.4K	+10.89%
Dec 31, 2023	JANUS HENDERSON GROUP PLC	0.28%	1.54M	139.17M	286.89K	+22.83%
Dec 31, 2023	VANGUARD GROUP INC	15.66%	85.93M	7.75B	5.17M	+6.41%
Dec 31, 2023	CANADA PENSION PLAN INVESTMENT BOARD	0.29%	1.57M	141.39M	191.9K	+13.95%
Dec 31, 2023	SWISS NATIONAL BANK	0.3%	1.62M	146.26M	23.4K	+1.46%
Dec 31, 2023	BOSTON PARTNERS	0.3%	1.67M	150.78M	-906.82K	-35.16%
Dec 31, 2023	VOYA INVESTMENT MANAGEMENT LLC	0.33%	1.83M	164.76M	-19.24K	-1.04%
Dec 31, 2023	MACQUARIE GROUP LTD	0.35%	1.93M	173.89M	242.38K	+14.38%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.37%	2.04M	182.77M	-264.47K	-11.48%
Dec 31, 2023	DUFF & PHELPS INVESTMENT MANAGEMENT CO	0.38%	2.1M	189.51M	120.18K	+6.06%
Dec 31, 2023	BARCLAYS PLC	0.39%	2.13M	192.48M	767.16K	+56.10%
Dec 31, 2023	SEI INVESTMENTS CO	0.42%	2.3M	207.14M	307.16K	+15.43%
Dec 31, 2023	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.45%	2.45M	220.62M	126.95K	+5.47%
Dec 31, 2023	PGGM INVESTMENTS	0.45%	2.47M	222.51M	107.31K	+4.55%
Dec 31, 2023	AMUNDI	0.48%	2.64M	236.19M	9.65K	+0.37%
Dec 31, 2023	PRUDENTIAL FINANCIAL INC	0.5%	2.73M	246.41M	-169.57K	-5.84%
Dec 31, 2023	CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC	0.53%	2.88M	260.09M	-279.88K	-8.84%
Dec 31, 2023	RUSSELL INVESTMENTS GROUP, LTD.	0.72%	3.94M	356.04M	511.14K	+14.89%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.73%	3.99M	359.8M	16.34K	+0.41%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.78%	4.3M	387.82M	1.32M	+44.12%
Dec 31, 2023	JPMORGAN CHASE & CO	0.81%	4.42M	398.88M	-1.14M	-20.43%
Dec 31, 2023	CENTERSQUARE INVESTMENT MANAGEMENT LLC	0.82%	4.48M	403.9M	-4.38K	-0.10%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.82%	4.53M	406.66M	442.3K	+10.83%
Dec 31, 2023	DEUTSCHE BANK AG\	0.96%	5.28M	475.86M	1.02M	+23.84%
Dec 31, 2023	NORTHERN TRUST CORP	1%	5.49M	494.95M	-1.12M	-16.99%
Dec 31, 2023	UBS ASSET MANAGEMENT AMERICAS INC	1.03%	5.68M	511.88M	699.01K	+14.04%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.07%	5.87M	529.02M	479.23K	+8.89%
Dec 31, 2023	RESOLUTION CAPITAL LTD	1.1%	6.02M	542.67M	536.19K	+9.78%
Dec 31, 2023	MORGAN STANLEY	1.2%	6.6M	594.82M	9.85K	+0.15%
Dec 31, 2023	PRICE T ROWE ASSOCIATES INC /MD/	1.31%	7.18M	646.98M	-107.06K	-1.47%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	1.38%	7.59M	684.47M	340.73K	+4.70%
Dec 31, 2023	INVESCO LTD.	1.39%	7.63M	688.26M	-853.69K	-10.06%
Dec 31, 2023	DAIWA SECURITIES GROUP INC.	1.46%	7.99M	720.14M	99.31K	+1.26%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	1.48%	8.14M	733.97M	1.51M	+22.81%
Dec 31, 2023	FMR LLC	2.2%	12.09M	1.09B	-2.21M	-15.47%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	2.37%	13.01M	1.17B	87.11K	+0.67%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	2.4%	13.19M	1.19B	1.07M	+8.85%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	2.71%	14.9M	1.34B	11.76M	+373.73%
Dec 31, 2023	WELLINGTON MANAGEMENT GROUP LLP	2.96%	16.24M	1.46B	16.24M	+100.00%
Dec 31, 2023	CAPITAL INTERNATIONAL INVESTORS	4.21%	23.13M	2.09B	1.36M	+6.25%
Dec 31, 2023	NORGES BANK	4.96%	27.2M	2.45B	27.2M	+100.00%
Dec 31, 2023	STATE STREET CORP	6.49%	35.63M	3.21B	3.11M	+9.57%
Dec 31, 2023	COHEN & STEERS, INC.	7.44%	40.85M	3.68B	77.09K	+0.19%

Insiders

Among the WELL insiders holding of 0.05% of the stake in company, DEROSA THOMAS J, Chairman & CEO, holds the largest shares of 279.65K. MILLER JEFFREY H, EVP-COO, is the second largest WELL insider with ownership of 130.6K shares. ESTES SCOTT A, EVP and CFO, stands third with possession of 119.32K shares of that stake.

Insiders	Designation	Shares Held
DEROSA THOMAS J	Chairman & CEO	279.65K
MILLER JEFFREY H	EVP-COO	130.6K
ESTES SCOTT A	EVP and CFO	119.32K
BRINKER SCOTT M	EVP - Chief Investment Officer	109.51K
IBELE ERIN C	EVP-Head Human Cap.&Corp.Secy.	63.26K
GOODEY JOHN	Chief Financial Officer	48.09K
CRABTREE MICHAEL A	Sr. Vice President & Treasurer	45.04K
KERR MERCEDES	EVP-Business Development	44.48K
HERMAN CHARLES J JR	EVP/Pres, Srs. Hous/Post Acute	41.88K
NUNGESTER PAUL D JR		30.6K
MITRA SHANKH	CEO	17.26K
KLIPSCH FRED S	director	15.91K
MCHUGH TIMOTHY	Co-President and CFO	12.88K
BACON KENNETH J	director	12.38K
DESALVO KAREN B	director	11.31K
GUNDLACH ANDREW	director	10K
NAUGHTON TIMOTHY J	director	9.16K
MCQUEEN MATTHEW GRANT	Chief Legal Officer	7.57K
WHITELAW GARY	director	6.77K
HAWKINS PHILIP L	director	6.64K
TRUMBULL R SCOTT	director	2.92K
BURKART JOHN F.	Vice Chairman and COO	1.32K
CHAUDHRI NIKHIL	Co-President and CIO	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Jun 30, 2025	GUNDLACH ANDREW	PURCHASE	151.46	10K	1.51M	10K
Jun 06, 2025	CHAUDHRI NIKHIL	SALE	152.48	9.23K	1.41M	0
Jun 06, 2025	MCQUEEN MATTHEW GRANT	SALE	152.48	8.85K	1.35M	7.57K
Jun 06, 2025	BURKART JOHN F.	SALE	152.48	8.85K	1.35M	1.32K
Jun 06, 2025	MITRA SHANKH	SALE	152.48	62.21K	9.48M	17.26K
Jun 06, 2025	MCHUGH TIMOTHY	SALE	152.48	13.12K	2M	12.88K
Dec 09, 2024	BACON KENNETH J	SALE	130.19	2.2K	286.42K	12.38K
Jun 04, 2024	BACON KENNETH J	SALE	103.91	1.8K	187.04K	14.58K
Apr 30, 2024	DESALVO KAREN B	SALE	151.43	4K	605.72K	11.31K
Oct 30, 2020	HAWKINS PHILIP L	PURCHASE	52.94	2K	105.88K	6.64K
May 14, 2019	DEROSA THOMAS J	SALE	77.90	19.31K	1.5M	279.65K
Mar 13, 2019	GOODEY JOHN	SALE	77.13	1	43.89	48.09K
Feb 28, 2019	KERR MERCEDES	SALE	74.50	5K	372.5K	44.48K
Dec 11, 2018	KERR MERCEDES	SALE	73.15	1.55K	113.52K	35.66K
Aug 10, 2018	MITRA SHANKH	PURCHASE	63.55	62	3.94K	46.04K
Jun 06, 2018	TRUMBULL R SCOTT	SALE	57.33	1	29.65	2.92K
May 01, 2018	WHITELAW GARY	PURCHASE	54.18	925	50.12K	6.77K
Mar 15, 2018	BACON KENNETH J	PURCHASE	53.63	600	32.18K	7.43K
Feb 26, 2018	WHITELAW GARY	PURCHASE	53.61	1.86K	99.82K	5.84K
Nov 21, 2017	WHITELAW GARY	PURCHASE	68.39	1.42K	97.11K	1.42K
Mar 28, 2017	NUNGESTER PAUL D JR	SALE	70.26	6.45K	453.35K	30.6K
Mar 08, 2017	KLIPSCH FRED S	SALE	67.14	2.61K	174.97K	15.91K
Mar 01, 2017	ESTES SCOTT A	SALE	69.57	26.97K	1.88M	119.32K
Nov 10, 2016	NAUGHTON TIMOTHY J	PURCHASE	60.69	2K	121.37K	9.16K
Oct 03, 2016	ESTES SCOTT A	SALE	74.11	3.19K	236.57K	129.93K
Sep 07, 2016	MILLER JEFFREY H	SALE	78.00	24.78K	1.93M	130.6K
Sep 01, 2016	ESTES SCOTT A	SALE	76.43	3.19K	243.96K	129.93K
Aug 08, 2016	BRINKER SCOTT M	SALE	76.37	13.3K	1.02M	109.51K
Aug 04, 2016	BRINKER SCOTT M	SALE	77.29	5.12K	395.81K	109.51K
Aug 01, 2016	ESTES SCOTT A	SALE	78.97	3.19K	252.08K	129.93K
Jul 01, 2016	ESTES SCOTT A	SALE	76.39	3.19K	243.91K	129.93K
Jun 17, 2016	IBELE ERIN C	SALE	73.74	1.96K	144.16K	63.26K
Jun 07, 2016	ESTES SCOTT A	SALE	70.48	11.6K	817.39K	129.93K
May 17, 2016	IBELE ERIN C	SALE	72.10	2.5K	180.24K	65.21K
Mar 31, 2016	KLIPSCH FRED S	SALE	68.93	1.95K	134.62K	13.05K
Mar 29, 2016	BRINKER SCOTT M	SALE	69.58	1.29K	90.04K	109.51K
Mar 03, 2016	KLIPSCH FRED S	SALE	65.75	2.27K	149.19K	15K
Feb 23, 2016	DEROSA THOMAS J	PURCHASE	61.19	33.15K	2.03M	192.05K
Dec 02, 2015	KLIPSCH FRED S	SALE	63.84	1.5K	95.76K	7.84K
Nov 16, 2015	KLIPSCH FRED S	SALE	58.95	2K	117.9K	9.34K
Nov 10, 2015	NAUGHTON TIMOTHY J	PURCHASE	59.18	2.1K	124.28K	5.06K
Sep 15, 2015	KLIPSCH FRED S	SALE	63.95	29.52K	1.89M	11.34K
Sep 14, 2015	KLIPSCH FRED S	SALE	62.82	3.5K	219.87K	0
Jul 31, 2015	IBELE ERIN C	SALE	70.00	2.1K	147.28K	52.17K
Jul 20, 2015	IBELE ERIN C	SALE	67.14	550	36.93K	52.17K
Jul 15, 2015	MILLER JEFFREY H	SALE	68.13	2.65K	180.82K	86.93K
Jun 22, 2015	IBELE ERIN C	SALE	68.54	550	37.7K	52.72K
Jun 15, 2015	MILLER JEFFREY H	SALE	67.83	2.66K	180.56K	87.46K
Jun 11, 2015	BRINKER SCOTT M	PURCHASE	68.17	13	886.21	13
Jun 10, 2015	HERMAN CHARLES J JR	SALE	67.77	1K	67.77K	41.88K
May 20, 2015	IBELE ERIN C	SALE	71.68	1.6K	114.83K	53.27K
May 15, 2015	MILLER JEFFREY H	SALE	71.40	2.66K	190.07K	87.99K
May 11, 2015	HERMAN CHARLES J JR	SALE	71.95	1K	71.95K	42.88K
Apr 20, 2015	IBELE ERIN C	SALE	75.26	1.6K	120.57K	53.82K
Apr 15, 2015	MILLER JEFFREY H	SALE	76.13	2.66K	202.66K	88.52K
Apr 15, 2015	ESTES SCOTT A	SALE	76.15	3.83K	291.73K	95.18K
Apr 10, 2015	HERMAN CHARLES J JR	SALE	76.90	1K	76.9K	43.88K
Mar 31, 2015	BRINKER SCOTT M	SALE	78.21	2.58K	201.63K	63.13K
Mar 20, 2015	IBELE ERIN C	SALE	77.55	1.6K	124.23K	54.37K
Mar 16, 2015	MILLER JEFFREY H	SALE	75.26	2.66K	200.34K	89.06K
Mar 10, 2015	HERMAN CHARLES J JR	SALE	74.21	1K	74.21K	58.24K
Mar 05, 2015	CRABTREE MICHAEL A	SALE	77.02	1K	77.02K	45.04K
Feb 20, 2015	IBELE ERIN C	SALE	77.74	1.58K	123.14K	54.92K
Feb 17, 2015	MILLER JEFFREY H	SALE	76.78	2.66K	204.39K	89.59K
Feb 10, 2015	HERMAN CHARLES J JR	SALE	76.97	1K	76.97K	59.24K
Feb 05, 2015	CRABTREE MICHAEL A	SALE	81.22	1K	81.22K	46.04K
Jan 20, 2015	IBELE ERIN C	SALE	83.83	1.6K	134.12K	51.28K
Jan 16, 2015	HERMAN CHARLES J JR	SALE	83.27	20.37K	1.7M	47.46K
Jan 15, 2015	MILLER JEFFREY H	SALE	81.93	6.66K	545.33K	84.12K
Jan 12, 2015	HERMAN CHARLES J JR	SALE	79.76	1K	79.76K	58.13K
Jan 05, 2015	CRABTREE MICHAEL A	SALE	76.71	1K	76.71K	45.27K
Dec 22, 2014	IBELE ERIN C	SALE	77.45	1.6K	123.93K	53.44K
Dec 15, 2014	ESTES SCOTT A	SALE	75.56	3K	226.69K	88.41K
Dec 15, 2014	MILLER JEFFREY H	SALE	76.28	14.65K	1.12M	84.65K
Dec 10, 2014	HERMAN CHARLES J JR	SALE	76.03	1K	76.03K	39.1K
Dec 10, 2014	NUNGESTER PAUL D JR	SALE	75.72	4.88K	369.52K	24.96K
Dec 05, 2014	CRABTREE MICHAEL A	SALE	74.76	1K	74.76K	46.27K
Nov 17, 2014	ESTES SCOTT A	SALE	71.89	3K	215.68K	88.41K
Nov 10, 2014	HERMAN CHARLES J JR	SALE	70.89	1K	70.89K	41.1K
Nov 07, 2014	BRINKER SCOTT M	SALE	70.84	3.39K	239.88K	48.97K
Nov 05, 2014	CRABTREE MICHAEL A	SALE	72.14	1K	72.14K	47.27K
Oct 20, 2014	IBELE ERIN C	SALE	66.89	175	11.71K	53.99K
Oct 15, 2014	IBELE ERIN C	SALE	67.32	779	52.45K	54.17K
Oct 15, 2014	ESTES SCOTT A	SALE	67.32	3K	201.97K	88.41K
Oct 10, 2014	HERMAN CHARLES J JR	SALE	66.46	1K	66.46K	42.1K
Oct 09, 2014	IBELE ERIN C	SALE	65.00	175	11.38K	54.32K
Oct 06, 2014	CRABTREE MICHAEL A	SALE	63.04	1K	63.04K	48.27K
Sep 15, 2014	IBELE ERIN C	SALE	63.45	790	50.12K	54.49K
Sep 15, 2014	ESTES SCOTT A	SALE	63.45	3K	190.35K	88.41K
Sep 10, 2014	HERMAN CHARLES J JR	SALE	66.36	1K	66.36K	43.1K
Sep 05, 2014	CRABTREE MICHAEL A	SALE	67.41	1K	67.41K	49.27K
Aug 20, 2014	IBELE ERIN C	SALE	65.90	175	11.53K	54.64K
Aug 19, 2014	CRABTREE MICHAEL A	SALE	65.90	1K	65.9K	50.27K
Aug 15, 2014	IBELE ERIN C	SALE	65.68	790	51.89K	54.82K
Aug 15, 2014	ESTES SCOTT A	SALE	65.69	3K	197.07K	88.41K
Aug 11, 2014	HERMAN CHARLES J JR	SALE	63.28	1K	63.28K	44.1K
Aug 01, 2014	IBELE ERIN C	SALE	65.00	720	46.8K	54.97K
Jul 15, 2014	ESTES SCOTT A	SALE	63.05	3K	189.16K	88.41K
Jul 15, 2014	IBELE ERIN C	SALE	63.00	150	9.45K	55.32K
Jul 10, 2014	HERMAN CHARLES J JR	SALE	63.00	1K	63K	45.1K
Jun 30, 2014	ESTES SCOTT A	SALE	62.68	8.62K	540.08K	88.41K
Jun 30, 2014	CRABTREE MICHAEL A	SALE	62.35	2.66K	166.04K	51.27K
Jun 17, 2014	NAUGHTON TIMOTHY J	PURCHASE	62.34	1.9K	118.45K	2.4K

Frequently Asked Questions

Stock Outstanding Shares

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares1.9

Short Percent Of Float2.18

Shares Outstanding668.83M

Shares Float667.92M

Shares Short12.71M

Short Ratio5.07

2.18%

Short % of Float

1.9%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

0.05% Percentage of Shares held by All Insiders

98.35% Percentage of Shares held by All Institutions

98.4% Percentage of Float held by Institutions

1859

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	NEUBERGER BERMAN GROUP LLC	0.11%	702.04K	125.06M	-76.38K	-9.81%
Sep 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.12%	767.27K	136.68M	-26.8K	-3.38%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.12%	793.96K	141.44M	262.38K	+49.36%
Sep 30, 2025	ABRDN PLC	0.26%	1.72M	306.88M	145.12K	+9.19%
Sep 30, 2025	NORDEA INVESTMENT MANAGEMENT AB	0.26%	1.73M	307.11M	124.09K	+7.74%
Sep 30, 2025	SEI INVESTMENTS CO	0.35%	2.31M	410.9M	-217.7K	-8.62%
Sep 30, 2025	AMUNDI	0.63%	4.15M	722.06M	82.04K	+2.02%
Sep 30, 2025	DUFF & PHELPS INVESTMENT MANAGEMENT CO	0.38%	2.5M	446.07M	-5.61K	-0.22%
Sep 30, 2025	SCHRODER INVESTMENT MANAGEMENT GROUP	0.26%	1.73M	307.74M	196.66K	+12.85%
Sep 30, 2025	KOREA INVESTMENT CORP	0.12%	800.47K	142.6M	43.07K	+5.69%
Sep 30, 2025	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.25%	1.67M	297.72M	-78.73K	-4.50%
Sep 30, 2025	ALLIANZ ASSET MANAGEMENT GMBH	0.13%	831.29K	148.09M	59.99K	+7.78%
Sep 30, 2025	ACTIAM N.V.	0.14%	901.52K	160.6M	64.36K	+7.69%
Sep 30, 2025	D. E. SHAW & CO., INC.	0.27%	1.79M	318.64M	720.11K	+67.39%
Sep 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.28%	1.82M	323.66M	-648.97K	-26.32%
Sep 30, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.28%	1.83M	325.35M	171.2K	+10.34%
Sep 30, 2025	BARCLAYS PLC	0.28%	1.83M	325.85M	210.07K	+12.97%
Sep 30, 2025	SWISS NATIONAL BANK	0.29%	1.89M	335.81M	-77.8K	-3.96%
Sep 30, 2025	GROUPAMA ASSET MANAGMENT	0.32%	2.08M	35.43M	4.2K	+0.20%
Sep 30, 2025	HSBC HOLDINGS PLC	0.36%	2.36M	420.64M	252.28K	+11.96%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.42%	2.77M	485.9M	-86.03K	-3.01%
Sep 30, 2025	PGGM INVESTMENTS	0.43%	2.8M	498.93M	138.67K	+5.21%
Sep 30, 2025	CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC	0.46%	3.04M	542.25M	-227.53K	-6.95%
Sep 30, 2025	PRUDENTIAL FINANCIAL INC	0.47%	3.11M	553.64M	333.58K	+12.02%
Sep 30, 2025	UBS GROUP AG	0.5%	3.28M	583.96M	1.18M	+56.47%
Sep 30, 2025	RESOLUTION CAPITAL LTD	0.64%	4.2M	748.74M	-881.54K	-17.34%
Sep 30, 2025	CAPITAL WORLD INVESTORS	0.65%	4.25M	756.61M	2.66M	+167.21%
Sep 30, 2025	DEUTSCHE BANK AG\	0.72%	4.75M	845.59M	47.74K	+1.02%
Sep 30, 2025	DAIWA SECURITIES GROUP INC.	0.75%	4.91M	874.21M	-444.09K	-8.30%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.92%	6.07M	1.08B	-62.4K	-1.02%
Sep 30, 2025	INVESCO LTD.	1.07%	7.01M	1.25B	-289.55K	-3.97%
Sep 30, 2025	JPMORGAN CHASE & CO	1.19%	7.81M	1.39B	-83.71K	-1.06%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.22%	7.98M	1.42B	654.26K	+8.93%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.47%	16.23M	2.89B	1.22M	+8.13%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	2.95%	19.38M	3.45B	367.46K	+1.93%
Sep 30, 2025	FMR LLC	3.03%	19.89M	3.54B	1.57M	+8.57%
Sep 30, 2025	COHEN & STEERS, INC.	5.11%	33.57M	5.98B	-1.61M	-4.56%
Sep 30, 2025	STATE STREET CORP	6.28%	41.25M	7.35B	1.64M	+4.13%
Sep 30, 2025	VANGUARD GROUP INC	13.67%	89.78M	15.99B	3.99M	+4.65%
Sep 30, 2025	MORGAN STANLEY	1.46%	9.59M	1.71B	782.15K	+8.88%
Sep 30, 2025	NATIONAL PENSION SERVICE	0.26%	1.69M	301.4M	34.53K	+2.08%
Sep 30, 2025	HEITMAN REAL ESTATE SECURITIES LLC	0.15%	978.56K	174.32M	-31.74K	-3.14%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.17%	1.12M	199.66M	-150.69K	-11.85%
Sep 30, 2025	UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH	0.18%	1.18M	210.39M	-231.39K	-16.38%
Sep 30, 2025	LASALLE INVESTMENT MANAGEMENT SECURITIES LLC	0.18%	1.19M	212.57M	-229.21K	-16.11%
Sep 30, 2025	AEW CAPITAL MANAGEMENT L P	0.18%	1.21M	214.67M	-78.22K	-6.10%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	0.19%	1.25M	222.55M	183.55K	+17.22%
Sep 30, 2025	ASSET MANAGEMENT ONE CO., LTD.	0.19%	1.27M	225.72M	63.29K	+5.26%
Sep 30, 2025	RHUMBLINE ADVISERS	0.2%	1.28M	228.47M	-17.96K	-1.38%
Sep 30, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.25%	1.66M	292.92M	184.41K	+12.48%
Sep 30, 2025	NOMURA ASSET MANAGEMENT CO LTD	0.21%	1.36M	242.48M	99.32K	+7.87%
Sep 30, 2025	VOYA INVESTMENT MANAGEMENT LLC	0.23%	1.49M	264.84M	-153.23K	-9.32%
Sep 30, 2025	APG ASSET MANAGEMENT US INC.	0.24%	1.59M	285.71M	71.08K	+4.67%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.52%	3.38M	602.25M	-3.76K	-0.11%
Sep 30, 2025	MACQUARIE GROUP LTD	0.26%	1.69M	301.08M	-64K	-3.65%
Sep 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.48%	3.17M	564.56M	-101.14K	-3.09%
Sep 30, 2025	NUVEEN, LLC	0.77%	5.07M	903.75M	-49.13K	-0.96%
Sep 30, 2025	CENTERSQUARE INVESTMENT MANAGEMENT LLC	0.8%	5.26M	936.52M	258.98K	+5.18%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	1.02%	6.72M	1.2B	-576.31K	-7.90%
Sep 30, 2025	DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN	1.09%	7.18M	1.28B	763.17K	+11.89%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	1.13%	7.41M	1.32B	210.56K	+2.93%
Sep 30, 2025	NORTHERN TRUST CORP	1.39%	9.11M	1.62B	282.88K	+3.21%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.61%	4.01M	714.86M	-3.03K	-0.08%
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	1.55%	10.18M	1.81B	-249.61K	-2.39%
Sep 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	2.3%	15.09M	2.69B	2.93M	+24.09%
Sep 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	3.05%	20.02M	3.57B	-151.01K	-0.75%
Sep 30, 2025	CAPITAL INTERNATIONAL INVESTORS	7.08%	46.52M	8.29B	1.84M	+4.13%
Sep 30, 2025	BLACKROCK, INC.	10.57%	69.42M	12.37B	2.86M	+4.30%
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0.1%	644.57K	99.09M	-50.32K	-7.24%
Jun 30, 2025	ROYAL BANK OF CANADA	0.12%	760.58K	116.92M	-23.63K	-3.01%
Jun 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.16%	1.02M	156.6B	46.65K	+4.80%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	0.16%	1.07M	163.84M	-57.99K	-5.16%
Jun 30, 2025	D. E. SHAW & CO., INC.	0.16%	1.07M	164.27B	196.14K	+22.48%
Jun 30, 2025	CASTLE HOOK PARTNERS LP	0.17%	1.1M	169.7M	165.71K	+17.66%
Jun 30, 2025	ASSET MANAGEMENT ONE CO., LTD.	0.18%	1.2M	185.06M	12.37K	+1.04%
Jun 30, 2025	BAMCO INC /NY/	0.19%	1.23M	188.85M	-93.8K	-7.09%
Jun 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.19%	1.24M	190.8M	877.73K	+241.52%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.2%	1.29M	198.33B	26.92K	+2.13%
Jun 30, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.23%	1.48M	227.23M	72.47K	+5.16%
Jun 30, 2025	APG ASSET MANAGEMENT US INC.	0.23%	1.52M	230.69M	100.86K	+7.10%
Jun 30, 2025	DUFF & PHELPS INVESTMENT MANAGEMENT CO	0.38%	2.51M	385.81M	32.89K	+1.33%
Jun 30, 2025	PGGM INVESTMENTS	0.41%	2.66M	409.24M	20.62K	+0.78%
Jun 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.5%	3.27M	502.75M	162.51K	+5.23%
Jun 30, 2025	CENTERSQUARE INVESTMENT MANAGEMENT LLC	0.76%	5M	768.37M	35.96K	+0.72%
Jun 30, 2025	ABRDN PLC	0.24%	1.58M	239.36M	81.54K	+5.45%
Jun 30, 2025	SCHRODER INVESTMENT MANAGEMENT GROUP	0.23%	1.53M	235.34M	174.58K	+12.87%
Jun 30, 2025	CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC	0.5%	3.27M	502.92M	258.22K	+8.57%
Jun 30, 2025	DAIWA SECURITIES GROUP INC.	0.82%	5.35M	822.69M	-89.72K	-1.65%
Jun 30, 2025	BARCLAYS PLC	0.25%	1.62M	248.91M	26.41K	+1.66%
Jun 30, 2025	CAPITAL WORLD INVESTORS	0.24%	1.59M	244.35M	1.59M	+100.00%
Jun 30, 2025	BLACKROCK, INC.	10.14%	66.55M	10.23B	934.47K	+1.42%
Jun 30, 2025	LASALLE INVESTMENT MANAGEMENT SECURITIES LLC	0.22%	1.42M	218.68M	121.88K	+9.37%
Jun 30, 2025	AEW CAPITAL MANAGEMENT L P	0.2%	1.28M	197.28M	-92.59K	-6.73%
Jun 30, 2025	ZIMMER PARTNERS, LP	0.19%	1.25M	191.82M	-609.1K	-32.80%
Jun 30, 2025	HEITMAN REAL ESTATE SECURITIES LLC	0.15%	1.01M	155.31M	-69.92K	-6.47%
Jun 30, 2025	ADELANTE CAPITAL MANAGEMENT LLC	0.15%	981.59K	150.9M	17.86K	+1.85%
Jun 30, 2025	PICTET ASSET MANAGEMENT HOLDING SA	0.14%	898.71K	138.15M	-108.21K	-10.75%
Jun 30, 2025	ACTIAM N.V.	0.13%	837.17K	128.7M	178.4K	+27.08%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.12%	774.9K	119.13M	51.98K	+7.19%
Jun 30, 2025	KOREA INVESTMENT CORP	0.12%	757.41K	116.44M	69.73K	+10.14%
Jun 30, 2025	HRT FINANCIAL LP	0.11%	712.93K	109.6M	546.23K	+327.66%
Jun 30, 2025	SWEDBANK AB	0.1%	666.22K	102.42M	66.04K	+11.00%
Jun 30, 2025	NATIXIS ADVISORS, L.P.	0.1%	653.39K	100.45M	227.39K	+53.38%
Jun 30, 2025	CAPITAL INTERNATIONAL, INC./CA/	0.08%	528.09K	81.18M	124.29K	+30.78%
Jun 30, 2025	MITSUBISHI UFJ TRUST & BANKING CORP	0.08%	502.84K	77.3M	-1.09K	-0.22%
Jun 30, 2025	BNP PARIBAS ASSET MANAGEMENT HOLDING S.A.	0.08%	498.58K	76.65M	-23.38K	-4.48%
Jun 30, 2025	AVIVA PLC	0.07%	484.95K	74.55M	50.08K	+11.51%
Jun 30, 2025	MARSHALL WACE, LLP	0.07%	476.82K	73.3M	-291.66K	-37.95%
Jun 30, 2025	ARTISAN PARTNERS LIMITED PARTNERSHIP	0.07%	469.95K	72.25M	469.95K	+100.00%
Jun 30, 2025	NORDEA INVESTMENT MANAGEMENT AB	0.24%	1.6M	242.62M	70.57K	+4.61%
Jun 30, 2025	VOYA INVESTMENT MANAGEMENT LLC	0.25%	1.64M	252.06M	-128.99K	-7.27%
Jun 30, 2025	NUVEEN, LLC	0.78%	5.12M	787.46M	147.49K	+2.96%
Jun 30, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.25%	1.66M	254.45M	136.04K	+8.96%
Jun 30, 2025	NATIONAL PENSION SERVICE	0.25%	1.66M	254.79M	125.58K	+8.20%
Jun 30, 2025	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.27%	1.75M	269.02M	-82.24K	-4.49%
Jun 30, 2025	FMR LLC	2.79%	18.32M	2.82B	785.54K	+4.48%
Jun 30, 2025	MORGAN STANLEY	1.34%	8.81M	1.35T	-369.98K	-4.03%
Jun 30, 2025	RESOLUTION CAPITAL LTD	0.77%	5.08M	781.66M	177.85K	+3.62%
Jun 30, 2025	RETIREMENT SYSTEMS OF ALABAMA	0.07%	486.92K	74.85M	15.57K	+3.30%
Jun 30, 2025	CAPITAL INTERNATIONAL INVESTORS	6.8%	44.67M	6.87B	2.08M	+4.88%
Jun 30, 2025	COHEN & STEERS, INC.	5.36%	35.17M	5.41B	-644.33K	-1.80%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	1.1%	7.2M	1.11B	-50.88K	-0.70%
Jun 30, 2025	DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN	0.98%	6.42M	986.42M	85.75K	+1.35%
Jun 30, 2025		0.78%	5.12M	787.46M	147.49K	+2.96%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.44%	2.86M	434.57M	209.72K	+7.92%
Jun 30, 2025	PRUDENTIAL FINANCIAL INC	0.42%	2.77M	426.5M	268.73K	+10.73%
Jun 30, 2025	SEI INVESTMENTS CO	0.38%	2.52M	388.06M	-48.79K	-1.90%
Jun 30, 2025	HSBC HOLDINGS PLC	0.32%	2.11M	323.6M	-189.27K	-8.24%
Jun 30, 2025	UBS GROUP AG	0.32%	2.1M	322.07M	-661.12K	-23.99%
Jun 30, 2025	MACQUARIE GROUP LTD	0.27%	1.75M	269.67M	-65.81K	-3.62%
Jun 30, 2025	SWISS NATIONAL BANK	0.3%	1.96M	301.76M	206.6K	+11.76%
Jun 30, 2025	GROUPAMA ASSET MANAGMENT	0.32%	2.08M	29.78M	163.97K	+8.56%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.38%	2.47M	379.08M	1.1M	+80.29%
Jun 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.52%	3.39M	520.31M	-108.84K	-3.12%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.61%	4.02M	617.37M	125.84K	+3.23%
Jun 30, 2025	AMUNDI	0.62%	4.06M	612.55M	266.29K	+7.01%
Jun 30, 2025	INVESCO LTD.	1.11%	7.3M	1.12B	207.96K	+2.93%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.12%	7.33M	1.13B	372.7K	+5.36%
Jun 30, 2025	JPMORGAN CHASE & CO	1.2%	7.9M	1.21B	149.72K	+1.93%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.93%	6.13M	942.49B	1.4M	+29.65%
Jun 30, 2025	LEGAL & GENERAL GROUP PLC	1.11%	7.3M	1.12B	285.21K	+4.07%
Jun 30, 2025	NORTHERN TRUST CORP	1.34%	8.82M	1.36B	355.97K	+4.20%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	1.48%	9.69M	1.49B	1.53M	+18.72%
Jun 30, 2025	PRINCIPAL FINANCIAL GROUP INC	1.59%	10.43M	1.6B	-1.03M	-8.98%
Jun 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	1.85%	12.16M	1.87B	3.24M	+36.28%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.29%	15.01M	2.3B	723.89K	+5.07%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	2.9%	19.01M	2.92B	-1.36M	-6.69%
Jun 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	3.07%	20.17M	3.1B	-1.12M	-5.26%
Jun 30, 2025	NORGES BANK	4.86%	31.9M	4.9B	31.9M	+100.00%
Jun 30, 2025	STATE STREET CORP	6.03%	39.62M	6.09B	1.74M	+4.59%
Jun 30, 2025	VANGUARD GROUP INC	13.07%	85.79M	13.19B	-6.6M	-7.15%
Jun 30, 2025	DEUTSCHE BANK AG\	0.72%	4.7M	722.38M	-422.28K	-8.25%
Jun 30, 2025	ADAGE CAPITAL PARTNERS GP, L.L.C.	0.09%	569.01K	87.47M	63.4K	+12.54%
Jun 30, 2025	CONGRESS ASSET MANAGEMENT CO /MA	0.09%	578.85K	88.99M	578.85K	+100.00%
Mar 31, 2025	DEUTSCHE BANK AG\	0.8%	5.12M	784.63M	118.19K	+2.36%
Mar 31, 2025	COHEN & STEERS, INC.	5.57%	35.82M	5.49B	-2.09M	-5.52%
Mar 31, 2025	WELLINGTON MANAGEMENT GROUP LLP	3.31%	21.29M	3.26B	2.61M	+14.00%
Mar 31, 2025	GROUPAMA ASSET MANAGMENT	0.3%	1.92M	4.82M	15.1K	+0.79%
Mar 31, 2025	FMR LLC	2.73%	17.54M	2.69B	1.76M	+11.12%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.22%	14.29M	2.19B	729.73K	+5.38%
Mar 31, 2025	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.28%	1.83M	280.71M	171.02K	+10.30%
Mar 31, 2025		0.22%	1.44M	221.2M	-97.73K	-6.34%
Mar 31, 2025	CENTERSQUARE INVESTMENT MANAGEMENT LLC	0.77%	4.96M	760.27M	67.84K	+1.39%
Mar 31, 2025	RESOLUTION CAPITAL LTD	0.76%	4.91M	751.77M	-862.39K	-14.95%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	1.13%	7.25M	1.11B	-227.33K	-3.04%
Mar 31, 2025	INVESCO LTD.	1.1%	7.09M	1.09B	-337.37K	-4.54%
Mar 31, 2025	LEGAL & GENERAL GROUP PLC	1.09%	7.01M	1.07B	122K	+1.77%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.08%	6.96M	1.07B	877.86K	+14.44%
Mar 31, 2025	DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN	0.98%	6.33M	969.94M	-187.46K	-2.88%
Mar 31, 2025	DAIWA SECURITIES GROUP INC.	0.85%	5.44M	833.66M	-797.83K	-12.79%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.74%	4.73M	724.52M	1.03M	+27.87%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.6%	3.89M	596.01M	5.45K	+0.14%
Mar 31, 2025	AMUNDI	0.59%	3.8M	578.95M	24.3K	+0.64%
Mar 31, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.54%	3.49M	535.35M	2.97K	+0.09%
Mar 31, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.48%	3.11M	476.15M	1.16K	+0.04%
Mar 31, 2025	CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC	0.47%	3.01M	461.66M	1.08M	+55.57%
Mar 31, 2025	PRUDENTIAL FINANCIAL INC	0.39%	2.51M	383.88M	-271.81K	-9.79%
Mar 31, 2025	DUFF & PHELPS INVESTMENT MANAGEMENT CO	0.39%	2.48M	379.46M	-98.98K	-3.84%
Mar 31, 2025	HSBC HOLDINGS PLC	0.36%	2.3M	352.12M	91.41K	+4.14%
Mar 31, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.24%	1.52M	232.74M	178.09K	+13.28%
Mar 31, 2025	ABRDN PLC	0.23%	1.5M	228.93M	160.26K	+11.99%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	3.17%	20.37M	3.12B	1.67M	+8.91%
Mar 31, 2025	UBS GROUP AG	0.43%	2.76M	422.27M	736.4K	+36.46%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.41%	2.65M	399.31M	1.05M	+65.22%
Mar 31, 2025	PGGM INVESTMENTS	0.41%	2.64M	404.7M	68.52K	+2.66%
Mar 31, 2025	VOYA INVESTMENT MANAGEMENT LLC	0.28%	1.77M	271.4M	385.62K	+27.78%
Mar 31, 2025	SWISS NATIONAL BANK	0.27%	1.76M	269.08M	9.1K	+0.52%
Mar 31, 2025	BARCLAYS PLC	0.25%	1.59M	244.02M	751.44K	+89.32%
Mar 31, 2025	NORDEA INVESTMENT MANAGEMENT AB	0.24%	1.53M	235.5M	54.53K	+3.69%
Mar 31, 2025	ZIMMER PARTNERS, LP	0.29%	1.86M	284.49M	-1.47M	-44.24%
Mar 31, 2025	PRINCIPAL FINANCIAL GROUP INC	1.78%	11.46M	1.76B	-446.22K	-3.75%
Mar 31, 2025	NATIONAL PENSION SERVICE	0.24%	1.53M	234.69M	127.86K	+9.11%
Mar 31, 2025	MORGAN STANLEY	1.43%	9.18M	1.41B	2.11M	+29.80%
Mar 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	1.39%	8.92M	1.37B	2.62M	+41.62%
Mar 31, 2025	NORTHERN TRUST CORP	1.32%	8.47M	1.3B	36.73K	+0.44%
Mar 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	1.27%	8.16M	1.25B	532.14K	+6.97%
Mar 31, 2025	SEI INVESTMENTS CO	0.4%	2.57M	394.23M	13.62K	+0.53%
Mar 31, 2025	VANGUARD GROUP INC	14.36%	92.39M	14.16B	-5.9M	-6.01%
Mar 31, 2025	BLACKROCK, INC.	10.2%	65.62M	10.05B	715.35K	+1.10%
Mar 31, 2025	CAPITAL INTERNATIONAL INVESTORS	6.62%	42.59M	6.53B	5.5M	+14.82%
Mar 31, 2025	STATE STREET CORP	5.89%	37.88M	5.8B	1.44M	+3.95%
Mar 31, 2025	JPMORGAN CHASE & CO	1.2%	7.75M	1.19B	-2.39M	-23.59%
Mar 31, 2025	MACQUARIE GROUP LTD	0.28%	1.82M	278.84M	-32.4K	-1.75%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.71%	3.89M	363.18M	-103.52K	-2.59%
Mar 31, 2024	BARCLAYS PLC	0.23%	1.28M	119.34M	-857.4K	-40.17%
Mar 31, 2024	AEW CAPITAL MANAGEMENT L P	0.24%	1.29M	120.56M	115.34K	+9.82%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.24%	1.3M	121.85M	226	+0.02%
Mar 31, 2024	BOSTON PARTNERS	0.24%	1.31M	122.83M	-357.81K	-21.40%
Mar 31, 2024	ADELANTE CAPITAL MANAGEMENT LLC	0.24%	1.31M	122.85M	17.24K	+1.33%
Mar 31, 2024	HEITMAN REAL ESTATE SECURITIES LLC	0.26%	1.4M	130.85M	324.5K	+30.16%
Mar 31, 2024	JANUS HENDERSON GROUP PLC	0.26%	1.41M	131.59M	-133.86K	-8.67%
Mar 31, 2024	UBS GROUP AG	0.28%	1.51M	141.25M	439.43K	+40.98%
Mar 31, 2024	SWISS NATIONAL BANK	0.3%	1.66M	154.89M	35.5K	+2.19%
Mar 31, 2024	CANADA PENSION PLAN INVESTMENT BOARD	0.31%	1.7M	158.42M	127.4K	+8.13%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.32%	1.73M	161.77M	1.28M	+284.20%
Mar 31, 2024	HSBC HOLDINGS PLC	0.33%	1.8M	168.12M	381.08K	+26.85%
Mar 31, 2024	MORGAN STANLEY	1.35%	7.39M	690.29M	790.92K	+11.99%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	1.41%	7.75M	724.33M	161.12K	+2.12%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	2.95%	16.2M	1.51B	1.3M	+8.74%
Mar 31, 2024	WELLINGTON MANAGEMENT GROUP LLP	3.03%	16.64M	1.55B	398.35K	+2.45%
Mar 31, 2024	STATE STREET CORP	6.11%	33.55M	3.13B	-2.08M	-5.84%
Mar 31, 2024	VOYA INVESTMENT MANAGEMENT LLC	0.36%	1.97M	183.83M	139.96K	+7.65%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.38%	2.06M	189.46M	21.94K	+1.08%
Mar 31, 2024	MACQUARIE GROUP LTD	0.38%	2.08M	194.34M	151.42K	+7.85%
Mar 31, 2024	MARSHALL WACE, LLP	0.4%	2.17M	202.7M	1.9M	+694.56%
Mar 31, 2024	PGGM INVESTMENTS	0.44%	2.42M	225.99M	-49.13K	-1.99%
Mar 31, 2024	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.45%	2.48M	231.49M	30.69K	+1.25%
Mar 31, 2024	SEI INVESTMENTS CO	0.48%	2.61M	244.2M	316.23K	+13.77%
Mar 31, 2024	PRUDENTIAL FINANCIAL INC	0.51%	2.8M	261.25M	62.11K	+2.27%
Mar 31, 2024	CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC	0.52%	2.83M	264.27M	-56.14K	-1.95%
Mar 31, 2024	AMUNDI	0.59%	3.23M	293M	590.18K	+22.39%
Mar 31, 2024	ZIMMER PARTNERS, LP	0.6%	3.32M	309.92M	3.32M	+100.00%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.63%	3.46M	323.27M	-841.27K	-19.56%
Mar 31, 2024	RUSSELL INVESTMENTS GROUP, LTD.	0.81%	4.43M	414.23M	489.53K	+12.41%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.85%	4.68M	436.91M	147.83K	+3.26%
Mar 31, 2024	CENTERSQUARE INVESTMENT MANAGEMENT LLC	0.97%	5.33M	507.77M	849.9K	+18.97%
Mar 31, 2024	DEUTSCHE BANK AG\	0.99%	5.42M	506.71M	145.49K	+2.76%
Mar 31, 2024	NORTHERN TRUST CORP	0.99%	5.43M	507.28M	-60.13K	-1.10%
Mar 31, 2024	PRICE T ROWE ASSOCIATES INC /MD/	1.22%	6.7M	626.02M	-475.4K	-6.63%
Mar 31, 2024	RESOLUTION CAPITAL LTD	1.25%	6.86M	640.66M	838.03K	+13.92%
Mar 31, 2024	INVESCO LTD.	1.32%	7.25M	677.03M	-387.36K	-5.07%
Mar 31, 2024	UBS ASSET MANAGEMENT AMERICAS INC	1.07%	5.87M	548.32M	191.33K	+3.37%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.09%	6.01M	561.44M	141.55K	+2.41%
Mar 31, 2024	JPMORGAN CHASE & CO	1.14%	6.25M	583.6M	1.82M	+41.19%
Mar 31, 2024	DAIWA SECURITIES GROUP INC.	1.45%	7.94M	741.72M	-48.61K	-0.61%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	1.52%	8.36M	780.91M	217.54K	+2.67%
Mar 31, 2024	BLACKROCK INC.	10.77%	59.13M	5.53B	950.98K	+1.63%
Mar 31, 2024	STATE OF NEW JERSEY COMMON PENSION FUND D	0.12%	668.04K	62.42M	18.55K	+2.86%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.12%	672.18K	62.81M	87.13K	+14.89%
Mar 31, 2024	BNP PARIBAS ASSET MANAGEMENT HOLDING S.A.	0.14%	783.22K	73.18M	-99.12K	-11.23%
Mar 31, 2024	NOMURA ASSET MANAGEMENT CO LTD	0.15%	808.46K	75.54M	37.25K	+4.83%
Mar 31, 2024	ALLIANZ ASSET MANAGEMENT GMBH	0.15%	845.62K	79.01M	478.01K	+130.03%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.18%	963.45K	90.02M	61.17K	+6.78%
Mar 31, 2024	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.18%	980.08K	91.58M	115.36K	+13.34%
Mar 31, 2024	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.18%	981.59K	91.72M	4.23K	+0.43%
Mar 31, 2024	STRS OHIO	0.18%	985.98K	92.13M	463.06K	+88.55%
Mar 31, 2024	BNP PARIBAS ARBITRAGE, SNC	0.19%	1.02M	95.75M	484.89K	+89.83%
Mar 31, 2024	SCHRODER INVESTMENT MANAGEMENT GROUP	0.19%	1.06M	99.39M	34.21K	+3.32%
Mar 31, 2024	GREAT WEST LIFE ASSURANCE CO /CAN/	0.19%	1.06M	99.46M	103.69K	+10.79%
Mar 31, 2024	NATIONAL PENSION SERVICE	0.2%	1.1M	102.77M	52.05K	+4.97%
Mar 31, 2024	ASSET MANAGEMENT ONE CO., LTD.	0.2%	1.1M	102.96M	17.26K	+1.59%
Mar 31, 2024	CREDIT SUISSE AG/	0.2%	1.1M	103.04M	35.93K	+3.37%
Mar 31, 2024	NORDEA INVESTMENT MANAGEMENT AB	0.2%	1.12M	104.07M	523.66K	+88.06%
Mar 31, 2024	RHUMBLINE ADVISERS	0.2%	1.12M	104.57M	34.32K	+3.16%
Mar 31, 2024	PICTET ASSET MANAGEMENT HOLDING SA	0.21%	1.14M	106.36M	89.86K	+8.57%
Mar 31, 2024	APG ASSET MANAGEMENT US INC.	0.21%	1.15M	106.05M	186K	+19.24%
Mar 31, 2024	ABRDN PLC	0.23%	1.26M	117.41M	79.56K	+6.76%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	0.23%	1.28M	119.18M	225.64K	+21.49%
Mar 31, 2024	VANGUARD GROUP INC	16.25%	89.19M	8.33B	3.26M	+3.79%
Mar 31, 2024	FMR LLC	2.09%	11.49M	1.07B	-605.95K	-5.01%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	2.27%	12.46M	1.16B	-553.88K	-4.26%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	2.51%	13.78M	1.29B	590.34K	+4.48%
Mar 31, 2024	CAPITAL INTERNATIONAL INVESTORS	5.33%	29.24M	2.73B	6.1M	+26.39%
Mar 31, 2024	COHEN & STEERS, INC.	7.2%	39.53M	3.69B	-1.31M	-3.21%
Dec 31, 2023	BLACKROCK INC.	10.6%	58.18M	5.25B	5.56M	+10.56%
Dec 31, 2023	ASSET MANAGEMENT ONE CO., LTD.	0.2%	1.08M	98.87M	56.99K	+5.55%
Dec 31, 2023	RHUMBLINE ADVISERS	0.2%	1.08M	97.81M	61.69K	+6.03%
Dec 31, 2023	AEW CAPITAL MANAGEMENT L P	0.21%	1.17M	105.94M	401.79K	+51.97%
Dec 31, 2023	ABRDN PLC	0.21%	1.18M	106.12M	35.48K	+3.11%
Dec 31, 2023	ADELANTE CAPITAL MANAGEMENT LLC	0.24%	1.3M	117M	93.34K	+7.75%
Dec 31, 2023	ALLIANCEBERNSTEIN L.P.	0.24%	1.3M	117.57M	90.08K	+7.42%
Dec 31, 2023	HSBC HOLDINGS PLC	0.26%	1.42M	128.19M	139.4K	+10.89%
Dec 31, 2023	JANUS HENDERSON GROUP PLC	0.28%	1.54M	139.17M	286.89K	+22.83%
Dec 31, 2023	VANGUARD GROUP INC	15.66%	85.93M	7.75B	5.17M	+6.41%
Dec 31, 2023	CANADA PENSION PLAN INVESTMENT BOARD	0.29%	1.57M	141.39M	191.9K	+13.95%
Dec 31, 2023	SWISS NATIONAL BANK	0.3%	1.62M	146.26M	23.4K	+1.46%
Dec 31, 2023	BOSTON PARTNERS	0.3%	1.67M	150.78M	-906.82K	-35.16%
Dec 31, 2023	VOYA INVESTMENT MANAGEMENT LLC	0.33%	1.83M	164.76M	-19.24K	-1.04%
Dec 31, 2023	MACQUARIE GROUP LTD	0.35%	1.93M	173.89M	242.38K	+14.38%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.37%	2.04M	182.77M	-264.47K	-11.48%
Dec 31, 2023	DUFF & PHELPS INVESTMENT MANAGEMENT CO	0.38%	2.1M	189.51M	120.18K	+6.06%
Dec 31, 2023	BARCLAYS PLC	0.39%	2.13M	192.48M	767.16K	+56.10%
Dec 31, 2023	SEI INVESTMENTS CO	0.42%	2.3M	207.14M	307.16K	+15.43%
Dec 31, 2023	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.45%	2.45M	220.62M	126.95K	+5.47%
Dec 31, 2023	PGGM INVESTMENTS	0.45%	2.47M	222.51M	107.31K	+4.55%
Dec 31, 2023	AMUNDI	0.48%	2.64M	236.19M	9.65K	+0.37%
Dec 31, 2023	PRUDENTIAL FINANCIAL INC	0.5%	2.73M	246.41M	-169.57K	-5.84%
Dec 31, 2023	CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC	0.53%	2.88M	260.09M	-279.88K	-8.84%
Dec 31, 2023	RUSSELL INVESTMENTS GROUP, LTD.	0.72%	3.94M	356.04M	511.14K	+14.89%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.73%	3.99M	359.8M	16.34K	+0.41%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.78%	4.3M	387.82M	1.32M	+44.12%
Dec 31, 2023	JPMORGAN CHASE & CO	0.81%	4.42M	398.88M	-1.14M	-20.43%
Dec 31, 2023	CENTERSQUARE INVESTMENT MANAGEMENT LLC	0.82%	4.48M	403.9M	-4.38K	-0.10%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.82%	4.53M	406.66M	442.3K	+10.83%
Dec 31, 2023	DEUTSCHE BANK AG\	0.96%	5.28M	475.86M	1.02M	+23.84%
Dec 31, 2023	NORTHERN TRUST CORP	1%	5.49M	494.95M	-1.12M	-16.99%
Dec 31, 2023	UBS ASSET MANAGEMENT AMERICAS INC	1.03%	5.68M	511.88M	699.01K	+14.04%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.07%	5.87M	529.02M	479.23K	+8.89%
Dec 31, 2023	RESOLUTION CAPITAL LTD	1.1%	6.02M	542.67M	536.19K	+9.78%
Dec 31, 2023	MORGAN STANLEY	1.2%	6.6M	594.82M	9.85K	+0.15%
Dec 31, 2023	PRICE T ROWE ASSOCIATES INC /MD/	1.31%	7.18M	646.98M	-107.06K	-1.47%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	1.38%	7.59M	684.47M	340.73K	+4.70%
Dec 31, 2023	INVESCO LTD.	1.39%	7.63M	688.26M	-853.69K	-10.06%
Dec 31, 2023	DAIWA SECURITIES GROUP INC.	1.46%	7.99M	720.14M	99.31K	+1.26%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	1.48%	8.14M	733.97M	1.51M	+22.81%
Dec 31, 2023	FMR LLC	2.2%	12.09M	1.09B	-2.21M	-15.47%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	2.37%	13.01M	1.17B	87.11K	+0.67%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	2.4%	13.19M	1.19B	1.07M	+8.85%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	2.71%	14.9M	1.34B	11.76M	+373.73%
Dec 31, 2023	WELLINGTON MANAGEMENT GROUP LLP	2.96%	16.24M	1.46B	16.24M	+100.00%
Dec 31, 2023	CAPITAL INTERNATIONAL INVESTORS	4.21%	23.13M	2.09B	1.36M	+6.25%
Dec 31, 2023	NORGES BANK	4.96%	27.2M	2.45B	27.2M	+100.00%
Dec 31, 2023	STATE STREET CORP	6.49%	35.63M	3.21B	3.11M	+9.57%
Dec 31, 2023	COHEN & STEERS, INC.	7.44%	40.85M	3.68B	77.09K	+0.19%

Insiders

Insiders	Designation	Shares Held
DEROSA THOMAS J	Chairman & CEO	279.65K
MILLER JEFFREY H	EVP-COO	130.6K
ESTES SCOTT A	EVP and CFO	119.32K
BRINKER SCOTT M	EVP - Chief Investment Officer	109.51K
IBELE ERIN C	EVP-Head Human Cap.&Corp.Secy.	63.26K
GOODEY JOHN	Chief Financial Officer	48.09K
CRABTREE MICHAEL A	Sr. Vice President & Treasurer	45.04K
KERR MERCEDES	EVP-Business Development	44.48K
HERMAN CHARLES J JR	EVP/Pres, Srs. Hous/Post Acute	41.88K
NUNGESTER PAUL D JR		30.6K
MITRA SHANKH	CEO	17.26K
KLIPSCH FRED S	director	15.91K
MCHUGH TIMOTHY	Co-President and CFO	12.88K
BACON KENNETH J	director	12.38K
DESALVO KAREN B	director	11.31K
GUNDLACH ANDREW	director	10K
NAUGHTON TIMOTHY J	director	9.16K
MCQUEEN MATTHEW GRANT	Chief Legal Officer	7.57K
WHITELAW GARY	director	6.77K
HAWKINS PHILIP L	director	6.64K
TRUMBULL R SCOTT	director	2.92K
BURKART JOHN F.	Vice Chairman and COO	1.32K
CHAUDHRI NIKHIL	Co-President and CIO	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Jun 30, 2025	GUNDLACH ANDREW	PURCHASE	151.46	10K	1.51M	10K
Jun 06, 2025	CHAUDHRI NIKHIL	SALE	152.48	9.23K	1.41M	0
Jun 06, 2025	MCQUEEN MATTHEW GRANT	SALE	152.48	8.85K	1.35M	7.57K
Jun 06, 2025	BURKART JOHN F.	SALE	152.48	8.85K	1.35M	1.32K
Jun 06, 2025	MITRA SHANKH	SALE	152.48	62.21K	9.48M	17.26K
Jun 06, 2025	MCHUGH TIMOTHY	SALE	152.48	13.12K	2M	12.88K
Dec 09, 2024	BACON KENNETH J	SALE	130.19	2.2K	286.42K	12.38K
Jun 04, 2024	BACON KENNETH J	SALE	103.91	1.8K	187.04K	14.58K
Apr 30, 2024	DESALVO KAREN B	SALE	151.43	4K	605.72K	11.31K
Oct 30, 2020	HAWKINS PHILIP L	PURCHASE	52.94	2K	105.88K	6.64K
May 14, 2019	DEROSA THOMAS J	SALE	77.90	19.31K	1.5M	279.65K
Mar 13, 2019	GOODEY JOHN	SALE	77.13	1	43.89	48.09K
Feb 28, 2019	KERR MERCEDES	SALE	74.50	5K	372.5K	44.48K
Dec 11, 2018	KERR MERCEDES	SALE	73.15	1.55K	113.52K	35.66K
Aug 10, 2018	MITRA SHANKH	PURCHASE	63.55	62	3.94K	46.04K
Jun 06, 2018	TRUMBULL R SCOTT	SALE	57.33	1	29.65	2.92K
May 01, 2018	WHITELAW GARY	PURCHASE	54.18	925	50.12K	6.77K
Mar 15, 2018	BACON KENNETH J	PURCHASE	53.63	600	32.18K	7.43K
Feb 26, 2018	WHITELAW GARY	PURCHASE	53.61	1.86K	99.82K	5.84K
Nov 21, 2017	WHITELAW GARY	PURCHASE	68.39	1.42K	97.11K	1.42K
Mar 28, 2017	NUNGESTER PAUL D JR	SALE	70.26	6.45K	453.35K	30.6K
Mar 08, 2017	KLIPSCH FRED S	SALE	67.14	2.61K	174.97K	15.91K
Mar 01, 2017	ESTES SCOTT A	SALE	69.57	26.97K	1.88M	119.32K
Nov 10, 2016	NAUGHTON TIMOTHY J	PURCHASE	60.69	2K	121.37K	9.16K
Oct 03, 2016	ESTES SCOTT A	SALE	74.11	3.19K	236.57K	129.93K
Sep 07, 2016	MILLER JEFFREY H	SALE	78.00	24.78K	1.93M	130.6K
Sep 01, 2016	ESTES SCOTT A	SALE	76.43	3.19K	243.96K	129.93K
Aug 08, 2016	BRINKER SCOTT M	SALE	76.37	13.3K	1.02M	109.51K
Aug 04, 2016	BRINKER SCOTT M	SALE	77.29	5.12K	395.81K	109.51K
Aug 01, 2016	ESTES SCOTT A	SALE	78.97	3.19K	252.08K	129.93K
Jul 01, 2016	ESTES SCOTT A	SALE	76.39	3.19K	243.91K	129.93K
Jun 17, 2016	IBELE ERIN C	SALE	73.74	1.96K	144.16K	63.26K
Jun 07, 2016	ESTES SCOTT A	SALE	70.48	11.6K	817.39K	129.93K
May 17, 2016	IBELE ERIN C	SALE	72.10	2.5K	180.24K	65.21K
Mar 31, 2016	KLIPSCH FRED S	SALE	68.93	1.95K	134.62K	13.05K
Mar 29, 2016	BRINKER SCOTT M	SALE	69.58	1.29K	90.04K	109.51K
Mar 03, 2016	KLIPSCH FRED S	SALE	65.75	2.27K	149.19K	15K
Feb 23, 2016	DEROSA THOMAS J	PURCHASE	61.19	33.15K	2.03M	192.05K
Dec 02, 2015	KLIPSCH FRED S	SALE	63.84	1.5K	95.76K	7.84K
Nov 16, 2015	KLIPSCH FRED S	SALE	58.95	2K	117.9K	9.34K
Nov 10, 2015	NAUGHTON TIMOTHY J	PURCHASE	59.18	2.1K	124.28K	5.06K
Sep 15, 2015	KLIPSCH FRED S	SALE	63.95	29.52K	1.89M	11.34K
Sep 14, 2015	KLIPSCH FRED S	SALE	62.82	3.5K	219.87K	0
Jul 31, 2015	IBELE ERIN C	SALE	70.00	2.1K	147.28K	52.17K
Jul 20, 2015	IBELE ERIN C	SALE	67.14	550	36.93K	52.17K
Jul 15, 2015	MILLER JEFFREY H	SALE	68.13	2.65K	180.82K	86.93K
Jun 22, 2015	IBELE ERIN C	SALE	68.54	550	37.7K	52.72K
Jun 15, 2015	MILLER JEFFREY H	SALE	67.83	2.66K	180.56K	87.46K
Jun 11, 2015	BRINKER SCOTT M	PURCHASE	68.17	13	886.21	13
Jun 10, 2015	HERMAN CHARLES J JR	SALE	67.77	1K	67.77K	41.88K
May 20, 2015	IBELE ERIN C	SALE	71.68	1.6K	114.83K	53.27K
May 15, 2015	MILLER JEFFREY H	SALE	71.40	2.66K	190.07K	87.99K
May 11, 2015	HERMAN CHARLES J JR	SALE	71.95	1K	71.95K	42.88K
Apr 20, 2015	IBELE ERIN C	SALE	75.26	1.6K	120.57K	53.82K
Apr 15, 2015	MILLER JEFFREY H	SALE	76.13	2.66K	202.66K	88.52K
Apr 15, 2015	ESTES SCOTT A	SALE	76.15	3.83K	291.73K	95.18K
Apr 10, 2015	HERMAN CHARLES J JR	SALE	76.90	1K	76.9K	43.88K
Mar 31, 2015	BRINKER SCOTT M	SALE	78.21	2.58K	201.63K	63.13K
Mar 20, 2015	IBELE ERIN C	SALE	77.55	1.6K	124.23K	54.37K
Mar 16, 2015	MILLER JEFFREY H	SALE	75.26	2.66K	200.34K	89.06K
Mar 10, 2015	HERMAN CHARLES J JR	SALE	74.21	1K	74.21K	58.24K
Mar 05, 2015	CRABTREE MICHAEL A	SALE	77.02	1K	77.02K	45.04K
Feb 20, 2015	IBELE ERIN C	SALE	77.74	1.58K	123.14K	54.92K
Feb 17, 2015	MILLER JEFFREY H	SALE	76.78	2.66K	204.39K	89.59K
Feb 10, 2015	HERMAN CHARLES J JR	SALE	76.97	1K	76.97K	59.24K
Feb 05, 2015	CRABTREE MICHAEL A	SALE	81.22	1K	81.22K	46.04K
Jan 20, 2015	IBELE ERIN C	SALE	83.83	1.6K	134.12K	51.28K
Jan 16, 2015	HERMAN CHARLES J JR	SALE	83.27	20.37K	1.7M	47.46K
Jan 15, 2015	MILLER JEFFREY H	SALE	81.93	6.66K	545.33K	84.12K
Jan 12, 2015	HERMAN CHARLES J JR	SALE	79.76	1K	79.76K	58.13K
Jan 05, 2015	CRABTREE MICHAEL A	SALE	76.71	1K	76.71K	45.27K
Dec 22, 2014	IBELE ERIN C	SALE	77.45	1.6K	123.93K	53.44K
Dec 15, 2014	ESTES SCOTT A	SALE	75.56	3K	226.69K	88.41K
Dec 15, 2014	MILLER JEFFREY H	SALE	76.28	14.65K	1.12M	84.65K
Dec 10, 2014	HERMAN CHARLES J JR	SALE	76.03	1K	76.03K	39.1K
Dec 10, 2014	NUNGESTER PAUL D JR	SALE	75.72	4.88K	369.52K	24.96K
Dec 05, 2014	CRABTREE MICHAEL A	SALE	74.76	1K	74.76K	46.27K
Nov 17, 2014	ESTES SCOTT A	SALE	71.89	3K	215.68K	88.41K
Nov 10, 2014	HERMAN CHARLES J JR	SALE	70.89	1K	70.89K	41.1K
Nov 07, 2014	BRINKER SCOTT M	SALE	70.84	3.39K	239.88K	48.97K
Nov 05, 2014	CRABTREE MICHAEL A	SALE	72.14	1K	72.14K	47.27K
Oct 20, 2014	IBELE ERIN C	SALE	66.89	175	11.71K	53.99K
Oct 15, 2014	IBELE ERIN C	SALE	67.32	779	52.45K	54.17K
Oct 15, 2014	ESTES SCOTT A	SALE	67.32	3K	201.97K	88.41K
Oct 10, 2014	HERMAN CHARLES J JR	SALE	66.46	1K	66.46K	42.1K
Oct 09, 2014	IBELE ERIN C	SALE	65.00	175	11.38K	54.32K
Oct 06, 2014	CRABTREE MICHAEL A	SALE	63.04	1K	63.04K	48.27K
Sep 15, 2014	IBELE ERIN C	SALE	63.45	790	50.12K	54.49K
Sep 15, 2014	ESTES SCOTT A	SALE	63.45	3K	190.35K	88.41K
Sep 10, 2014	HERMAN CHARLES J JR	SALE	66.36	1K	66.36K	43.1K
Sep 05, 2014	CRABTREE MICHAEL A	SALE	67.41	1K	67.41K	49.27K
Aug 20, 2014	IBELE ERIN C	SALE	65.90	175	11.53K	54.64K
Aug 19, 2014	CRABTREE MICHAEL A	SALE	65.90	1K	65.9K	50.27K
Aug 15, 2014	IBELE ERIN C	SALE	65.68	790	51.89K	54.82K
Aug 15, 2014	ESTES SCOTT A	SALE	65.69	3K	197.07K	88.41K
Aug 11, 2014	HERMAN CHARLES J JR	SALE	63.28	1K	63.28K	44.1K
Aug 01, 2014	IBELE ERIN C	SALE	65.00	720	46.8K	54.97K
Jul 15, 2014	ESTES SCOTT A	SALE	63.05	3K	189.16K	88.41K
Jul 15, 2014	IBELE ERIN C	SALE	63.00	150	9.45K	55.32K
Jul 10, 2014	HERMAN CHARLES J JR	SALE	63.00	1K	63K	45.1K
Jun 30, 2014	ESTES SCOTT A	SALE	62.68	8.62K	540.08K	88.41K
Jun 30, 2014	CRABTREE MICHAEL A	SALE	62.35	2.66K	166.04K	51.27K
Jun 17, 2014	NAUGHTON TIMOTHY J	PURCHASE	62.34	1.9K	118.45K	2.4K

WELL Stock Ownership Breakdown

Welltower

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Frequently Asked Questions

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Frequently Asked Questions