WELLTOWER INC
| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| Mediolanum International Funds Ltd | 203,690 | 324,118 | +120,428 | 0.42 | 0.63 | +0.21 | buy |
| Cardano Risk Management B.V. | 997,300 | 1,069,814 | +72,514 | 1.93 | 1.87 | -0.06 | buy |
| IFM Investors Pty Ltd | 252,190 | 280,137 | +27,947 | 0.42 | 0.42 | +0.00 | buy |
| NORTHEAST INVESTMENT MANAGEMENT | 6,562 | 23,016 | +16,454 | 0.05 | 0.19 | +0.14 | buy |
| Robeco Institutional Asset Management B.V. | 293,393 | 308,331 | +14,938 | 0.08 | 0.09 | +0.00 | buy |
| Czech National Bank | 190,030 | 200,930 | +10,900 | 0.25 | 0.25 | +0.00 | buy |
| ABN AMRO INVESTMENT SOLUTIONS | 84,975 | 95,332 | +10,357 | 0.22 | 0.19 | -0.03 | buy |
| Avanza Fonder AB | 72,270 | 82,151 | +9,881 | 0.40 | 0.41 | +0.01 | buy |
| Vert Asset Management LLC | 114,605 | 122,448 | +7,843 | 7.19 | 7.60 | +0.41 | buy |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 275,685 | 283,298 | +7,613 | 0.44 | 0.44 | +0.00 | buy |
| Park Edge Advisors, LLC | 5,451 | 12,381 | +6,930 | 0.25 | 0.60 | +0.35 | buy |
| Vanderbilt University | 45,913 | 52,539 | +6,626 | 1.72 | 1.64 | -0.09 | buy |
| BDF-GESTION | 14,077 | 19,654 | +5,577 | 0.37 | 0.30 | -0.07 | buy |
| Union Bancaire Privee, UBP SA | 30,439 | 35,700 | +5,261 | 0.06 | 0.07 | +0.01 | buy |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 62,129 | 66,692 | +4,563 | 0.25 | 0.27 | +0.02 | buy |
| GRIMES & COMPANY, INC. | 12,678 | 15,957 | +3,279 | 0.07 | 0.08 | +0.01 | buy |
| Triasima Portfolio Management inc. | 45,206 | 48,359 | +3,153 | 1.35 | 1.48 | +0.13 | buy |
| APPLETON PARTNERS INC/MA | 95,106 | 98,216 | +3,110 | 1.31 | 1.37 | +0.05 | buy |
| Kesler, Norman & Wride, LLC | 3,629 | 6,309 | +2,680 | 0.12 | 0.23 | +0.10 | buy |
| Fortis Group Advisors, LLC | 50 | 1,699 | +1,649 | 0.00 | 0.06 | +0.06 | buy |
| WESPAC Advisors SoCal, LLC | 53,926 | 55,045 | +1,119 | 2.27 | 2.24 | -0.03 | buy |
| Perpetual Ltd | 22,416 | 23,510 | +1,094 | 0.07 | 0.08 | +0.01 | buy |
| TEMA ETFS LLC | 10,235 | 11,250 | +1,015 | 0.14 | 0.08 | -0.05 | buy |
| Fifth Third Wealth Advisors LLC | 18,973 | 19,813 | +840 | 0.13 | 0.13 | -0.00 | buy |
| Facet Wealth, Inc. | 2,118 | 2,940 | +822 | 0.01 | 0.01 | +0.00 | buy |
| Aprio Wealth Management, LLC | 4,871 | 5,611 | +740 | 0.05 | 0.06 | +0.01 | buy |
| YHB Investment Advisors, Inc. | 18,184 | 18,819 | +635 | 0.26 | 0.27 | +0.02 | buy |
| AMERICAN NATIONAL BANK & TRUST | 7,398 | 7,992 | +594 | 0.14 | 0.15 | +0.02 | buy |
| Wedmont Private Capital | 9,524 | 9,931 | +407 | 0.06 | 0.06 | +0.00 | buy |
| Segment Wealth Management, LLC | 1,762 | 2,101 | +339 | 0.02 | 0.02 | +0.00 | buy |
| Abel Hall, LLC | 1,726 | 2,031 | +305 | 0.07 | 0.08 | +0.01 | buy |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 41,425 | 41,725 | +300 | 1.62 | 1.79 | +0.17 | buy |
| Morangie Management LLC | 17,151 | 17,435 | +284 | 3.12 | 3.29 | +0.17 | buy |
| JNBA Financial Advisors | 200 | 458 | +258 | 0.00 | 0.01 | +0.00 | buy |
| Winthrop Advisory Group LLC | 1,020 | 1,272 | +252 | 0.02 | 0.02 | +0.00 | buy |
| Brucke Financial, Inc. | 2,370 | 2,622 | +252 | 0.24 | 0.26 | +0.03 | buy |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 11,017 | 11,263 | +246 | 0.45 | 0.45 | +0.01 | buy |
| FIRST CITIZENS BANK & TRUST CO | 2,594 | 2,815 | +221 | 0.01 | 0.01 | -0.00 | buy |
| Chesley Taft & Associates LLC | 19,335 | 19,540 | +205 | 0.16 | 0.17 | +0.01 | buy |
| CIGNA INVESTMENTS INC /NEW | 6,558 | 6,759 | +201 | 0.20 | 0.20 | -0.00 | buy |
| EVERPAR ADVISORS LLC | 2,216 | 2,410 | +194 | 0.15 | 0.16 | +0.00 | buy |
| EVOLUTION WEALTH MANAGEMENT INC. | 254 | 447 | +193 | 0.04 | 0.06 | +0.02 | buy |
| Western Financial Corp/CA | 9,953 | 10,140 | +187 | 0.77 | 0.67 | -0.10 | buy |
| E Fund Management (Hong Kong) Co., Ltd. | 77 | 248 | +171 | 0.01 | 0.02 | +0.01 | buy |
| Cornerstone Wealth Group, LLC | 1,752 | 1,892 | +140 | 0.02 | 0.03 | +0.00 | buy |
| Old Port Advisors | 1,246 | 1,378 | +132 | 0.06 | 0.06 | +0.00 | buy |
| Forum Financial Management, LP | 1,498 | 1,630 | +132 | 0.00 | 0.00 | +0.00 | buy |
| AA Financial Advisors, LLC | 4,344 | 4,475 | +131 | 0.12 | 0.12 | +0.00 | buy |
| Covenant Asset Management, LLC | 2,589 | 2,711 | +122 | 0.10 | 0.11 | +0.00 | buy |
| Cooper Financial Group | 1,584 | 1,703 | +119 | 0.03 | 0.03 | +0.00 | buy |
| Foster Group, Inc. | 2,076 | 2,194 | +118 | 0.01 | 0.01 | +0.00 | buy |
| Relyea Zuckerberg Hanson LLC | 1,128 | 1,242 | +114 | 0.02 | 0.02 | +0.00 | buy |
| Cyndeo Wealth Partners, LLC | 1,383 | 1,477 | +94 | 0.01 | 0.02 | +0.00 | buy |
| Optas, LLC | 1,851 | 1,944 | +93 | 0.06 | 0.06 | +0.01 | buy |
| FSM Wealth Advisors, LLC | 3,400 | 3,489 | +89 | 0.09 | 0.08 | -0.00 | buy |
| Great Diamond Partners, LLC | 19,836 | 19,910 | +74 | 0.75 | 0.78 | +0.02 | buy |
| BEACON FINANCIAL GROUP | 1,274 | 1,339 | +65 | 0.03 | 0.03 | +0.00 | buy |
| FAMILY WEALTH PARTNERS, LLC | 3,630 | 3,678 | +48 | 0.24 | 0.26 | +0.01 | buy |
| Revolve Wealth Partners, LLC | 1,347 | 1,392 | +45 | 0.03 | 0.03 | -0.00 | buy |
| CHICAGO TRUST Co NA | 2,552 | 2,594 | +42 | 0.08 | 0.09 | +0.00 | buy |
| Douglas Lane & Associates, LLC | 1,026 | 1,067 | +41 | 0.00 | 0.00 | +0.00 | buy |
| FIRST UNITED BANK & TRUST | 800 | 839 | +39 | 0.05 | 0.05 | +0.00 | buy |
| HHM Wealth Advisors, LLC | 722 | 760 | +38 | 0.02 | 0.02 | +0.00 | buy |
| Valeo Financial Advisors, LLC | 2,674 | 2,711 | +37 | 0.01 | 0.01 | +0.00 | buy |
| Discipline Wealth Solutions, LLC | 1,920 | 1,954 | +34 | 0.04 | 0.04 | -0.00 | buy |
| Cornell Pochily Investment Advisors, Inc. | 8,986 | 9,018 | +32 | 0.52 | 0.55 | +0.03 | buy |
| PARK NATIONAL CORP /OH/ | 1,440 | 1,472 | +32 | 0.01 | 0.01 | +0.00 | buy |
| Abacus Planning Group, Inc. | 1,086 | 1,114 | +28 | 0.03 | 0.03 | +0.00 | buy |
| Wealth Architects, LLC | 6,945 | 6,968 | +23 | 0.12 | 0.12 | +0.00 | buy |
| Stonebridge Financial Group, LLC | 3,505 | 3,527 | +22 | 0.06 | 0.06 | +0.00 | buy |
| B. Riley Wealth Advisors, Inc. | 3,136 | 3,157 | +21 | 0.04 | 0.04 | -0.00 | buy |
| High Note Wealth, LLC | 141 | 162 | +21 | 0.01 | 0.01 | +0.00 | buy |
| EWA, LLC | 1,141 | 1,161 | +20 | 0.05 | 0.05 | -0.00 | buy |
| Planned Solutions, Inc. | 2,307 | 2,326 | +19 | 0.15 | 0.15 | +0.00 | buy |
| Premier Path Wealth Partners, LLC | 5,047 | 5,066 | +19 | 0.13 | 0.13 | +0.00 | buy |
| Apella Capital, LLC | 6,016 | 6,033 | +17 | 0.02 | 0.02 | +0.00 | buy |
| ARS Wealth Advisors Group, LLC | 5,113 | 5,130 | +17 | 0.09 | 0.09 | +0.01 | buy |
| River Street Advisors LLC | 4,073 | 4,087 | +14 | 0.27 | 0.27 | +0.00 | buy |
| Southland Equity Partners LLC | 3,843 | 3,852 | +9 | 0.15 | 0.15 | +0.01 | buy |
| HORIZON FINANCIAL SERVICES, LLC | 41 | 49 | +8 | 0.00 | 0.00 | +0.00 | buy |
| SHELTON WEALTH MANAGEMENT, LLC | 2,209 | 2,216 | +7 | 0.19 | 0.20 | +0.01 | buy |
| Capital Advisors Wealth Management, LLC | 2,138 | 2,144 | +6 | 0.06 | 0.06 | +0.00 | buy |
| Core Wealth Partners LLC | 1,288 | 1,293 | +5 | 0.12 | 0.13 | +0.01 | buy |
| Certified Advisory Corp | 1,199 | 1,203 | +4 | 0.02 | 0.02 | +0.00 | buy |
| Drucker Wealth 3.0, LLC | 1,359 | 1,362 | +3 | 0.05 | 0.05 | +0.00 | buy |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 1,702 | 1,704 | +2 | 0.04 | 0.04 | -0.00 | buy |
| Mechanics Bank Trust Department | 1,649 | 1,651 | +2 | 0.05 | 0.05 | +0.00 | buy |
| Aspire Private Capital, LLC | 1,358 | 1,360 | +2 | 0.06 | 0.06 | +0.00 | buy |
| VISION FINANCIAL MARKETS LLC | 111 | 112 | +1 | 0.02 | 0.02 | +0.00 | buy |
| Mascoma Wealth Management LLC | 7 | 8 | +1 | 0.00 | 0.00 | +0.00 | buy |
| BIRCHBROOK, INC. | 59 | 60 | +1 | 0.01 | 0.01 | +0.00 | buy |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | 142 | 141 | -1 | 0.02 | 0.01 | -0.00 | sell |
| COURIER CAPITAL LLC | 1,481 | 1,479 | -2 | 0.02 | 0.02 | +0.00 | sell |
| Wellspring Financial Advisors, LLC | 1,969 | 1,967 | -2 | 0.03 | 0.03 | +0.00 | sell |
| Onyx Bridge Wealth Group LLC | 1,547 | 1,545 | -2 | 0.03 | 0.03 | -0.00 | sell |
| Marquette Asset Management, LLC | 176 | 173 | -3 | 0.01 | 0.01 | -0.00 | sell |
| Global X Japan Co., Ltd. | 864 | 859 | -5 | 0.01 | 0.01 | -0.00 | sell |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 14,124 | 14,115 | -9 | 0.14 | 0.15 | +0.01 | sell |
| Aspect Partners, LLC | 65 | 55 | -10 | 0.01 | 0.00 | -0.00 | sell |
| AGH Wealth Advisors, LLC | 2,411 | 2,400 | -11 | 0.35 | 0.34 | -0.01 | sell |