WELL icon

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 %
Allspring Global Investments
251
Allspring Global Investments
North Carolina
$4.14M -$866K -9,608 -17%
Northwestern Mutual Wealth Management
252
Northwestern Mutual Wealth Management
Wisconsin
$4.11M +$140K +1,551 +4%
NB
253
Norinchukin Bank
Japan
$4.1M +$70.7K +784 +2%
EMPI
254
Elo Mutual Pension Insurance
Finland
$4.08M +$333K +3,688 +9%
GIBU
255
Gulf International Bank (UK)
United Kingdom
$4.04M -$29.8K -330 -0.7%
KRS
256
Kentucky Retirement Systems
Kentucky
$3.99M +$324K +3,594 +9%
AAM
257
Advisors Asset Management
Colorado
$3.97M -$142K -1,579 -3%
MF
258
Magnetar Financial
Illinois
$3.83M +$3.83M +42,515 New
TRSOTSOK
259
Teachers Retirement System of the State of Kentucky
Kentucky
$3.8M – – –
Wealthfront Advisers
260
Wealthfront Advisers
California
$3.74M +$689K +7,641 +23%
VPIM
261
Vanguard Personalized Indexing Management
California
$3.67M +$254K +2,821 +7%
Fifth Third Bancorp
262
Fifth Third Bancorp
Ohio
$3.67M +$31.5K +349 +0.9%
VA
263
Vident Advisory
Georgia
$3.64M +$105K +1,164 +3%
PP
264
Prudential plc
United Kingdom
$3.57M +$148K +1,646 +4%
MLICM
265
Metropolitan Life Insurance Company (MetLife)
New York
$3.56M +$188K +2,081 +6%
OAM
266
Oppenheimer Asset Management
New York
$3.52M -$115K -1,272 -3%
BMSSC
267
B. Metzler seel. Sohn & Co
Germany
$3.52M +$124K +1,371 +4%
DEA
268
DoubleLine ETF Adviser
Florida
$3.43M +$3.43M +37,989 New
MSRPS
269
Maryland State Retirement & Pension System
Maryland
$3.42M – – –
HIMCH
270
Hartford Investment Management Co (HIMCO)
Connecticut
$3.36M -$432K -4,791 -11%
KFP
271
KMG Fiduciary Partners
Ohio
$3.35M -$1.26K -14 -0%
Brown Advisory
272
Brown Advisory
Maryland
$3.32M -$215K -2,380 -6%
DLCIG
273
D.L. Carlson Investment Group
New Hampshire
$3.32M +$3.32M +35,374 New
Pacer Advisors
274
Pacer Advisors
Pennsylvania
$3.3M +$442K +4,901 +15%
OSAM
275
O'Shaughnessy Asset Management
Connecticut
$3.27M +$270K +2,990 +9%
9 10
11
12 13