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Welltower
WELL

Overview Fund Activity

1,111 hedge funds and large institutions have $78.1B invested in Welltower in 2024 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 457 increasing their positions, 322 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,111
Holders Change
+64
Holders Change %
+6.11%
% of All Funds
14.79%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.31%
New
155
Increased
457
Reduced
322
Closed
76
Calls
$155M
Puts
$295M
Net Calls
-$140M
Net Calls Change
-$25.8M

Top Buyers

1
BlackRock
1
BlackRock
New York
$8.18B
2
Northern Trust
2
Northern Trust
Illinois
$1.06B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$12.4B
4
Bank of America
4
Bank of America
North Carolina
$2.36B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.99B

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.28B
2
Canada Pension Plan Investment Board
2
Canada Pension Plan Investment Board
Ontario, Canada
$154M
3
Barclays
3
Barclays
United Kingdom
$106M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$3.97M
5
Squarepoint
5
Squarepoint
New York
$3.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mirae Asset Global ETFs Holdings
226
Mirae Asset Global ETFs Holdings
Hong Kong
$10.5M +$488K +3,874 +5%
ATN
227
AMF Tjänstepension
Sweden
$10.5M – – –
VVP
228
Venture Visionary Partners
Ohio
$10.4M -$87.7K -696 -0.8%
LGF
229
LGT Group Foundation
Liechtenstein
$10.4M -$12K -95 -0.1%
TAF
230
Tredje AP-fonden
Sweden
$10.3M – – –
CAPTRUST Financial Advisors
231
CAPTRUST Financial Advisors
North Carolina
$10.2M +$389K +3,090 +4%
Mariner
232
Mariner
Kansas
$10.2M +$160K +1,271 +2%
TCOT
233
Trust Company of Toledo
Ohio
$10.2M -$343K -2,722 -3%
EI
234
Ethic Inc
New York
$10.1M +$2.11M +16,715 +26%
QIM
235
Quantitative Investment Management
Virginia
$9.98M +$9.98M +79,202 New
M&T Bank
236
M&T Bank
New York
$9.93M +$121K +958 +1%
Rafferty Asset Management
237
Rafferty Asset Management
New York
$9.81M -$556K -4,415 -5%
QCM
238
QRG Capital Management
Illinois
$9.76M +$1.14M +9,071 +13%
MOACM
239
Mutual of America Capital Management
New York
$9.64M -$114K -905 -1%
BAMF
240
BI Asset Management Fondsmaeglerselskab
Denmark
$9.28M +$5.34M +42,406 +136%
GCA
241
GSI Capital Advisors
California
$9.25M -$6.43K -51 -0.1%
CTC
242
Central Trust Company
Missouri
$9.18M -$50.7K -402 -0.5%
MCM
243
Makena Capital Management
California
$9.07M -$3.73M -29,619 -29%
Rockefeller Capital Management
244
Rockefeller Capital Management
New York
$8.97M +$125K +995 +1%
Lido Advisors
245
Lido Advisors
California
$8.84M +$7.45M +59,136 +538%
GLF
246
Groupe la Francaise
France
$8.61M +$8.61M +68,482 New
AF
247
Avanza Fonder
Sweden
$8.33M +$8.33M +66,096 New
Janney Montgomery Scott
248
Janney Montgomery Scott
Pennsylvania
$8.32M -$103K -816 -1%
GAM
249
Gotham Asset Management
New York
$8.3M +$3.82M +30,339 +85%
KOCAA
250
Knights of Columbus Asset Advisors
Connecticut
$8.24M +$8.24M +65,363 New
8 9
10
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