Vanguard Amends Welltower Stake: Holds 10.5% as of Dec 29, 2023

TL;DR

**Vanguard still owns 10.5% of Welltower, watch for any future changes!**

AI Summary

The Vanguard Group, a major investment firm based in Pennsylvania, filed an amendment (SC 13G/A) on February 13, 2024, regarding its ownership in Welltower Inc. As of December 29, 2023, Vanguard reported beneficial ownership of 50,772,600 shares of Welltower's Common Stock, representing 10.5% of the company. This filing indicates Vanguard continues to be a significant institutional holder, which can provide stability but also means a large block of shares could be sold, potentially impacting the stock price.

Why It Matters

This filing confirms Vanguard remains a major shareholder in Welltower, signaling continued institutional confidence, but also highlights the potential for price volatility if such a large holder changes its position.

Risk Assessment

Risk Level: medium — While Vanguard's continued large stake suggests stability, any future reduction in their 10.5% ownership could put downward pressure on Welltower's stock price.

Analyst Insight

An investor should note Vanguard's continued significant stake (10.5%) in Welltower, which suggests institutional confidence. However, they should also monitor future 13G/A filings for any substantial changes in Vanguard's position, as a large sell-off could negatively impact the stock.

Key Numbers

• 50,772,600 — Shares Beneficially Owned (Represents the total number of Welltower Inc. common shares held by The Vanguard Group as of December 29, 2023.)
• 10.5% — Percentage of Class (Indicates The Vanguard Group's significant ownership stake in Welltower Inc., making them a major institutional investor.)
• December 29, 2023 — Event Date (This is the specific date that triggered the requirement for The Vanguard Group to file this amendment, reflecting their holdings on that day.)

Key Players & Entities

• The Vanguard Group (company) — reporting person and major shareholder
• Welltower Inc. (company) — subject company whose securities are being reported
• 50,772,600 shares (dollar_amount) — number of shares beneficially owned by Vanguard
• 10.5% (dollar_amount) — percentage of Welltower's Common Stock beneficially owned by Vanguard
• December 29, 2023 (date) — date of the event requiring the filing
• February 13, 2024 (date) — date the SC 13G/A filing was made

Forward-Looking Statements

• Vanguard will maintain a significant, but potentially slightly adjusted, stake in Welltower Inc. over the next year. (The Vanguard Group) — high confidence, target: December 31, 2024

FAQ

Filing Documents

• tv02268-welltowerinc.htm (SC 13G/A) — 11KB
• 0001104659-24-022292.txt ( ) — 13KB

(a) - Name of Issuer

Item 1(a) - Name of Issuer: Welltower Inc

(b) - Address of Issuer's Principal Executive Offices

Item 1(b) - Address of Issuer's Principal Executive Offices: 4500 Dorr Street Toledo, OH 43615

(a) - Name of Person Filing

Item 2(a) - Name of Person Filing: The Vanguard Group - 23-1945930

(b) – Address of Principal Business Office or, if none, residence

Item 2(b) – Address of Principal Business Office or, if none, residence: 100 Vanguard Blvd. Malvern, PA 19355

(c) – Citizenship

Item 2(c) – Citizenship: Pennsylvania

(d) - Title of Class of Securities

Item 2(d) - Title of Class of Securities: Common Stock

(e) - CUSIP Number

Item 2(e) - CUSIP Number 95040Q104

- Type of Filing

Item 3 - Type of Filing: This statement is being filed pursuant to Rule 13d-1. An investment adviser in accordance with 240.13d-1(b)(1)(ii)(E).

- Ownership

Item 4 - Ownership: (a) Amount Beneficially Owned: (b) Percent of Class: (c) Number of shares as to which such person has: (i) sole power to vote or direct to vote: (ii) shared power to vote or direct to vote: (iii) sole power to dispose of or to direct the disposition of: (iv) shared power to dispose or to direct the disposition of: Comments: The responses to questions 5 through 9 and 11 on the cover page(s) are incorporated by reference into this Item 4.

- Ownership of Five Percent or Less of a Class

Item 5 - Ownership of Five Percent or Less of a Class: If this statement is being filed to report the fact that as of the date hereof the reporting person has ceased to be the beneficial owner of more than 5 percent of the class of securities, check the following

- Ownership of More Than Five Percent on Behalf of Another Person

Item 6 - Ownership of More Than Five Percent on Behalf of Another Person: The Vanguard Group, Inc.'s clients, including investment companies registered under the Investment Company Act of 1940 and other managed accounts, have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, the securities reported herein. No one other person's interest in the securities reported herein is more than 5%. Item 7 - Identification and Classification of the Subsidiary Which Acquired The Security Being Reported on by the Parent Holding Company: Not applicable

- Identification and Classification of Members of Group

Item 8 - Identification and Classification of Members of Group: Not applicable

- Notice of Dissolution of Group

Item 9 - Notice of Dissolution of Group: Not applicable

- Certification

Item 10 - Certification: By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under 240.14a-11. Signature After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct. Date: February 13, 2024 By /s/ Ashley Grim Name: Ashley Grim Title: Head of Global Fund Administration

View Full Filing

View this SC 13G/A filing on SEC EDGAR