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Welltower
WELL

Overview Fund Activity

926 hedge funds and large institutions have $49.1B invested in Welltower in 2023 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 367 increasing their positions, 261 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
926
Holders Change
+104
Holders Change %
+12.65%
% of All Funds
13.58%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.25%
New
157
Increased
367
Reduced
261
Closed
45
Calls
$168M
Puts
$78.2M
Net Calls
+$90.1M
Net Calls Change
+$21.5M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.34B
2
Morgan Stanley
2
Morgan Stanley
New York
$1.19B
3
BlackRock
3
BlackRock
New York
$5.25B
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$7.75B
5
State Street
5
State Street
Massachusetts
$3.21B

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.46B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.09B
3
Northern Trust
3
Northern Trust
Illinois
$495M
4
Boston Partners
4
Boston Partners
Massachusetts
$151M
5
Invesco
5
Invesco
Georgia
$688M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMI
226
Factory Mutual Insurance
Massachusetts
$5.47M – – –
HTIM
227
Harbour Trust & Investment Management
Indiana
$5.41M +$5.41M +59,986 New
BCIM
228
British Columbia Investment Management
British Columbia, Canada
$5.38M +$1.31M +14,525 +32%
Impax Asset Management Group
229
Impax Asset Management Group
United Kingdom
$5.22M +$2.32M +25,765 +80%
AGM
230
Alpine Global Management
New York
$5.2M +$5.2M +57,700 New
SDIC
231
South Dakota Investment Council
South Dakota
$5.17M – – –
CGIM
232
Capital Group Investment Management
Singapore
$5.15M -$7.27M -80,600 -59%
AMG
233
Advisors Management Group
Wisconsin
$5.13M -$189K -2,099 -4%
Alyeska Investment Group
234
Alyeska Investment Group
Illinois
$5.07M +$5.07M +56,205 New
ACIM
235
Azimuth Capital Investment Management
Michigan
$5.03M -$418K -4,635 -8%
PDN
236
Pensionfund DSM Netherlands
Netherlands
$5.03M – – –
EI
237
Ethic Inc
New York
$4.94M +$2.51M +27,861 +103%
IG
238
ING Group
Netherlands
$4.92M -$419K -4,651 -8%
CAM
239
Carret Asset Management
New York
$4.88M -$459K -5,086 -9%
FAM
240
Fred Alger Management
New York
$4.8M +$2.11M +23,366 +78%
GCM
241
Garland Capital Management
Washington
$4.71M -$309K -3,432 -6%
Janney Montgomery Scott
242
Janney Montgomery Scott
Pennsylvania
$4.66M +$17.7K +196 +0.4%
N
243
Natixis
France
$4.59M +$1.66M +18,437 +57%
VI
244
Vestcor Inc
New Brunswick, Canada
$4.53M +$1.62M +17,936 +56%
WCM
245
Windward Capital Management
California
$4.49M +$30.5K +338 +0.7%
QCM
246
QRG Capital Management
Illinois
$4.35M -$198K -2,198 -4%
CAN
247
Cetera Advisor Networks
California
$4.34M +$62.6K +694 +1%
US Bancorp
248
US Bancorp
Minnesota
$4.31M +$760K +8,431 +21%
CA
249
Callahan Advisors
Texas
$4.26M -$131K -1,452 -3%
PGFC
250
Peapack-Gladstone Financial Corp
New Jersey
$4.2M -$103K -1,147 -2%
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