WELL icon

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 %
WW
251
Windle Wealth
Oklahoma
$8.21M -$507K -4,023 -6%
Osaic Holdings
252
Osaic Holdings
Arizona
$8.06M +$285K +2,676 +4%
CS
253
Candriam SCA
Luxembourg
$8.02M -$14.2M -112,609 -64%
Point72 Asset Management
254
Point72 Asset Management
Connecticut
$7.95M -$5.1M -40,476 -39%
Connor, Clark & Lunn Investment Management (CC&L)
255
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$7.92M +$6.45M +51,148 +437%
GC
256
Guggenheim Capital
Illinois
$7.85M -$15.2M -120,691 -66%
Pacer Advisors
257
Pacer Advisors
Pennsylvania
$7.78M -$1.47M -11,685 -16%
EMPI
258
Elo Mutual Pension Insurance
Finland
$7.78M +$1.13M +8,983 +17%
USCWA
259
U.S. Capital Wealth Advisors
Texas
$7.7M +$7.7M +61,087 New
Jones Financial Companies
260
Jones Financial Companies
Missouri
$7.69M +$2.42M +19,212 +46%
OSAM
261
O'Shaughnessy Asset Management
Connecticut
$7.64M +$646K +5,124 +9%
VPIM
262
Vanguard Personalized Indexing Management
California
$7.43M +$297K +2,356 +4%
Fifth Third Bancorp
263
Fifth Third Bancorp
Ohio
$7.37M +$48.6K +386 +0.7%
AM
264
AGF Management
Ontario, Canada
$7.27M -$449K -3,561 -6%
DCM
265
Dupont Capital Management
Delaware
$7.16M +$7.16M +56,830 New
MYAM
266
Meiji Yasuda Asset Management
Japan
$7.08M +$419K +3,327 +6%
PA
267
Pinnacle Associates
New York
$7.08M -$678K -5,378 -9%
II
268
Inspire Investing
Idaho
$7.07M -$32.5K -258 -0.5%
MSU
269
Mizuho Securities USA
New York
$7.07M +$2.34M +18,541 +49%
HTIM
270
Harbour Trust & Investment Management
Indiana
$7.02M +$17.6K +140 +0.3%
AMG
271
Advisors Management Group
Wisconsin
$6.89M -$74.1K -588 -1%
ACIM
272
Azimuth Capital Investment Management
Michigan
$6.84M +$340K +2,700 +5%
FAM
273
Fred Alger Management
New York
$6.81M -$2.39M -18,992 -26%
AAM
274
Advisors Asset Management
Colorado
$6.73M +$940K +7,461 +16%
PDN
275
Pensionfund DSM Netherlands
Netherlands
$6.65M -$1.39M -11,000 -17%
9 10
11
12 13