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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 %
Allspring Global Investments
251
Allspring Global Investments
North Carolina
$5.02M 53,732 +7,849 +17%
Two Sigma Investments
252
Two Sigma Investments
New York
$4.98M 53,302 +53,302 New
QCM
253
QRG Capital Management
Illinois
$4.93M 52,786 +4,515 +9%
GCM
254
Garland Capital Management
Washington
$4.84M 51,841 -380 -0.7%
CAM
255
Carret Asset Management
New York
$4.84M 51,821 -2,327 -4%
CAN
256
Cetera Advisor Networks
California
$4.75M 50,824 +2,676 +6%
GIBU
257
Gulf International Bank (UK)
United Kingdom
$4.73M 50,657 +5,829 +13%
EMPI
258
Elo Mutual Pension Insurance
Finland
$4.72M 50,490 +5,202 +11%
Impax Asset Management Group
259
Impax Asset Management Group
United Kingdom
$4.71M 50,423 -7,495 -13%
WCM
260
Windward Capital Management
California
$4.59M 49,133 -659 -1%
OPERF
261
Oregon Public Employees Retirement Fund
Oregon
$4.42M 47,350 -18,300 -28%
PGFC
262
Peapack-Gladstone Financial Corp
New Jersey
$4.33M 46,364 -225 -0.5%
CA
263
Callahan Advisors
Texas
$4.3M 45,982 -1,249 -3%
VPIM
264
Vanguard Personalized Indexing Management
California
$4.29M 45,877 +5,164 +13%
Credit Agricole
265
Credit Agricole
France
$4.29M 47,200 +18,387 +64%
NB
266
Norinchukin Bank
Japan
$4.2M 44,919 -528 -1%
US Bancorp
267
US Bancorp
Minnesota
$4.18M 44,755 -3,078 -6%
Pathstone Holdings
268
Pathstone Holdings
New Jersey
$4.05M 43,393 +7,448 +21%
Ensign Peak Advisors
269
Ensign Peak Advisors
Utah
$4.03M 43,095 +18,055 +72%
Verition Fund Management
270
Verition Fund Management
Connecticut
$3.97M 42,450 +32,440 +324%
DEA
271
DoubleLine ETF Adviser
Florida
$3.94M 42,210 +4,221 +11%
Fifth Third Bancorp
272
Fifth Third Bancorp
Ohio
$3.93M 42,093 +1,403 +3%
KRS
273
Kentucky Retirement Systems
Kentucky
$3.93M 42,032 -2,251 -5%
OSAM
274
O'Shaughnessy Asset Management
Connecticut
$3.9M 41,773 +5,470 +15%
CGPCS
275
Capital Group Private Client Services
California
$3.88M 41,519 +7,585 +22%
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