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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 %
Janney Montgomery Scott
251
Janney Montgomery Scott
Pennsylvania
$5.65M -$48.3K -463 -0.8%
VLKIM
252
Van Lanschot Kempen Investment Management
Netherlands
$5.55M +$1.72M +16,462 +45%
OPERF
253
Oregon Public Employees Retirement Fund
Oregon
$5.35M +$418K +4,010 +8%
GCM
254
Garland Capital Management
Washington
$5.33M -$78.5K -753 -1%
VPIM
255
Vanguard Personalized Indexing Management
California
$5.29M +$531K +5,118 +11%
CAM
256
Carret Asset Management
New York
$5.2M -$198K -1,900 -4%
OSAM
257
O'Shaughnessy Asset Management
Connecticut
$5.2M +$846K +8,112 +19%
NB
258
Norinchukin Bank
Japan
$5.01M +$332K +3,186 +7%
WCM
259
Windward Capital Management
California
$4.99M -$137K -1,314 -3%
PGFC
260
Peapack-Gladstone Financial Corp
New Jersey
$4.93M +$97.6K +936 +2%
CA
261
Callahan Advisors
Texas
$4.91M +$116K +1,109 +2%
MSRPS
262
Maryland State Retirement & Pension System
Maryland
$4.81M +$852K +8,176 +22%
MSU
263
Mizuho Securities USA
New York
$4.81M +$4.81M +46,105 New
US Bancorp
264
US Bancorp
Minnesota
$4.8M +$137K +1,317 +3%
GIBU
265
Gulf International Bank (UK)
United Kingdom
$4.73M -$551K -5,284 -10%
KRS
266
Kentucky Retirement Systems
Kentucky
$4.7M +$315K +3,025 +7%
1832 Asset Management
267
1832 Asset Management
Ontario, Canada
$4.66M +$500K +4,800 +12%
Wealthfront Advisers
268
Wealthfront Advisers
California
$4.66M +$581K +5,572 +14%
Pathstone Holdings
269
Pathstone Holdings
New Jersey
$4.59M +$69.6K +668 +2%
FAM
270
Fred Alger Management
New York
$4.56M +$362K +3,470 +9%
QT
271
Quantbot Technologies
New York
$4.55M -$3.47M -33,250 -43%
CIBC World Market
272
CIBC World Market
Ontario, Canada
$4.53M -$18.4M -176,600 -80%
CPC
273
Consolidated Planning Corp
Georgia
$4.53M +$4.53M +43,438 New
BMSSC
274
B. Metzler seel. Sohn & Co
Germany
$4.51M +$743K +7,125 +20%
AAM
275
Advisors Asset Management
Colorado
$4.43M +$495K +4,748 +13%
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