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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 %
SP
276
Sarasin & Partners
United Kingdom
$3.25M -$1.43M -15,903 -31%
Pathstone Holdings
277
Pathstone Holdings
New Jersey
$3.24M +$3.24M +35,945 New
SAM
278
Securian Asset Management
Minnesota
$3.15M -$202K -2,237 -6%
AM
279
AGF Management
Ontario, Canada
$3.11M +$99.9K +1,108 +3%
MML Investors Services
280
MML Investors Services
Massachusetts
$3.09M +$305K +3,382 +11%
CGPCS
281
Capital Group Private Client Services
California
$3.06M -$124K -1,377 -4%
Cambridge Investment Research Advisors
282
Cambridge Investment Research Advisors
Iowa
$3.04M -$175K -1,943 -5%
BCV
283
Banque Cantonale Vaudoise
Switzerland
$3.04M +$1.82M +20,230 +150%
LSERS
284
Louisiana State Employees Retirement System
Louisiana
$3.02M +$126K +1,400 +4%
WCA
285
Westover Capital Advisors
Delaware
$3.02M +$205K +2,277 +7%
Corient Private Wealth
286
Corient Private Wealth
Florida
$2.99M +$92.4K +1,025 +3%
ST
287
Spinnaker Trust
Maine
$2.97M -$88K -976 -3%
BRWA
288
B. Riley Wealth Advisors
Florida
$2.94M -$162K -1,798 -5%
Rockefeller Capital Management
289
Rockefeller Capital Management
New York
$2.91M -$967K -10,727 -25%
William Blair & Company
290
William Blair & Company
Illinois
$2.8M +$82.8K +918 +3%
KBC Group
291
KBC Group
Belgium
$2.79M -$155K -1,723 -5%
CB
292
Commerce Bank
Missouri
$2.77M +$361K +4,003 +15%
RRWA
293
Rainey & Randall Wealth Advisors
Florida
$2.75M +$16.2K +180 +0.6%
KA
294
Kintegral Advisory
New York
$2.74M -$17.4K -193 -0.6%
SPFA
295
Summit Place Financial Advisors
New Jersey
$2.72M +$55.5K +616 +2%
SOAMC
296
Spirit of America Management Corp
New York
$2.7M +$509K +5,650 +23%
VMPIC
297
Varma Mutual Pension Insurance Co
Finland
$2.67M +$2.67M +29,600 New
NW
298
Naviter Wealth
Arkansas
$2.66M +$413K +4,585 +18%
VLKIM
299
Van Lanschot Kempen Investment Management
Netherlands
$2.64M +$2.64M +29,300 New
PWMAG
300
Pinnacle Wealth Management Advisory Group
New Jersey
$2.64M +$39.9K +443 +2%
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