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Welltower
WELL

Overview Fund Activity

952 hedge funds and large institutions have $52.6B invested in Welltower in 2024 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 391 increasing their positions, 314 reducing their positions, and 59 closing their positions.

Holders
952
Holders Change
+26
Holders Change %
+2.81%
% of All Funds
13.8%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.29%
New
93
Increased
391
Reduced
314
Closed
59
Calls
$151M
Puts
$80.2M
Net Calls
+$70.5M
Net Calls Change
-$19.6M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$2.73B
2
ZP
2
Zimmer Partners
New York
$310M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$8.33B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$627M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$203M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$690M
2
State Street
2
State Street
Massachusetts
$3.13B
3
DPIM
3
Duff & Phelps Investment Management
Illinois
$0
4
Cohen & Steers
4
Cohen & Steers
New York
$3.69B
5
Barclays
5
Barclays
United Kingdom
$119M
Name Market Value Shares Shares
Change 		Shares
Change %
M&T Bank
226
M&T Bank
New York
$6.52M 69,811 +648 +0.9%
Bank of Nova Scotia
227
Bank of Nova Scotia
Ontario, Canada
$6.46M 69,157 +2,227 +3%
Jane Street
228
Jane Street
New York
$6.44M 68,889 -110,359 -62%
HighTower Advisors
229
HighTower Advisors
Illinois
$6.28M 67,492 +595 +0.9%
Rafferty Asset Management
230
Rafferty Asset Management
New York
$6.19M 66,297 -7,950 -11%
BCIM
231
British Columbia Investment Management
British Columbia, Canada
$6.19M 66,289 +6,578 +11%
MGP
232
Metis Global Partners
California
$6.18M 66,166 +1,604 +2%
ATN
233
AMF Tjänstepension
Sweden
$6.13M 65,458 -104,124 -61%
VA
234
Vident Advisory
Georgia
$6.06M 64,818 +24,449 +61%
PDN
235
Pensionfund DSM Netherlands
Netherlands
$5.96M 63,753 +8,000 +14%
EI
236
Ethic Inc
New York
$5.91M 63,202 +8,415 +15%
IMRF
237
Illinois Municipal Retirement Fund
Illinois
$5.84M 62,474 -44,773 -42%
Truist Financial
238
Truist Financial
North Carolina
$5.71M 61,117 -2,647 -4%
AA
239
AQR Arbitrage
Connecticut
$5.7M 61,100 +61,100 New
PA
240
Pinnacle Associates
New York
$5.7M 60,989 -601 -1%
FMI
241
Factory Mutual Insurance
Massachusetts
$5.67M 60,700 – –
LIP
242
Lighthouse Investment Partners
Florida
$5.61M 60,000 -10,000 -14%
SSA
243
Schonfeld Strategic Advisors
New York
$5.52M 59,100 +55,740 +1,659%
ACIM
244
Azimuth Capital Investment Management
Michigan
$5.46M 58,384 +2,580 +5%
Mackenzie Financial
245
Mackenzie Financial
Ontario, Canada
$5.34M 57,096 -32,944 -37%
AMG
246
Advisors Management Group
Wisconsin
$5.25M 56,157 -677 -1%
Janney Montgomery Scott
247
Janney Montgomery Scott
Pennsylvania
$5.11M 54,666 +3,035 +6%
PS
248
Presima Securities
Quebec, Canada
$5.07M 54,237 -9,680 -15%
HTIM
249
Harbour Trust & Investment Management
Indiana
$5.05M 54,028 -5,958 -10%
Rockefeller Capital Management
250
Rockefeller Capital Management
New York
$5.04M 53,893 +21,625 +67%
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