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Welltower
WELL

Overview Fund Activity

987 hedge funds and large institutions have $60.9B invested in Welltower in 2024 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 435 increasing their positions, 286 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
987
Holders Change
+34
Holders Change %
+3.57%
% of All Funds
14.36%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.32%
New
121
Increased
435
Reduced
286
Closed
69
Calls
$122M
Puts
$172M
Net Calls
-$50.1M
Net Calls Change
-$121M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$3.75B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.34B
3
Norges Bank
Norges Bank
Norway
$3.43B
4
Vanguard Group
Vanguard Group
Pennsylvania
$9.84B
5
DPIM
Duff & Phelps Investment Management
Illinois
$255M

Top Sellers

1
UBS AM
UBS AM
Illinois
$97.8M
2
Marshall Wace
Marshall Wace
United Kingdom
$87.9M
3
Boston Partners
Boston Partners
Massachusetts
$0
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.09B
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$195M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGPCS
226
Capital Group Private Client Services
California
$7.69M +$3.36M +32,224 +78%
AA
227
AQR Arbitrage
Connecticut
$7.5M +$1.16M +11,218 +18%
WW
228
Windle Wealth
Oklahoma
$7.18M -$294K -2,817 -4%
FAFTFSNP
229
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)
Sweden
$7.15M +$7.15M +68,539 New
EI
230
Ethic Inc
New York
$6.99M +$402K +3,852 +6%
HighTower Advisors
231
HighTower Advisors
Illinois
$6.99M -$36.3K -349 -0.5%
Rockefeller Capital Management
232
Rockefeller Capital Management
New York
$6.86M +$1.24M +11,913 +22%
Squarepoint
233
Squarepoint
New York
$6.82M -$3.95M -37,932 -37%
Bank of Nova Scotia
234
Bank of Nova Scotia
Ontario, Canada
$6.75M -$463K -4,437 -6%
APG Asset Management
235
APG Asset Management
Netherlands
$6.71M +$4.67M +48,000 +228%
PDN
236
Pensionfund DSM Netherlands
Netherlands
$6.65M – – –
ACIM
237
Azimuth Capital Investment Management
Michigan
$6.34M +$254K +2,440 +4%
FMI
238
Factory Mutual Insurance
Massachusetts
$6.33M – – –
TRCT
239
Tower Research Capital (TRC)
New York
$6.3M +$3.3M +31,650 +110%
Credit Agricole
240
Credit Agricole
France
$6.29M +$1.37M +13,106 +28%
PA
241
Pinnacle Associates
New York
$6.28M -$77.5K -743 -1%
AM
242
AGF Management
Ontario, Canada
$6.22M +$4.18M +40,075 +204%
Truist Financial
243
Truist Financial
North Carolina
$5.94M -$427K -4,094 -7%
Fifth Third Bancorp
244
Fifth Third Bancorp
Ohio
$5.86M +$1.48M +14,165 +34%
HTIM
245
Harbour Trust & Investment Management
Indiana
$5.81M +$177K +1,695 +3%
EMPI
246
Elo Mutual Pension Insurance
Finland
$5.81M +$544K +5,223 +10%
AMG
247
Advisors Management Group
Wisconsin
$5.78M -$72.2K -693 -1%
Allspring Global Investments
248
Allspring Global Investments
North Carolina
$5.78M +$174K +1,669 +3%
QCM
249
QRG Capital Management
Illinois
$5.77M +$266K +2,547 +5%
Mirae Asset Global Investments
250
Mirae Asset Global Investments
South Korea
$5.69M -$7.3M -84,395 -56%
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