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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 %
Northwestern Mutual Wealth Management
276
Northwestern Mutual Wealth Management
Wisconsin
$3.82M 40,832 -4,711 -10%
Tudor Investment Corp
277
Tudor Investment Corp
Connecticut
$3.8M 40,679 +40,679 New
FAM
278
Fred Alger Management
New York
$3.76M 40,257 -12,934 -24%
1832 Asset Management
279
1832 Asset Management
Ontario, Canada
$3.73M 39,900 +31,300 +364%
MLICM
280
Metropolitan Life Insurance Company (MetLife)
New York
$3.68M 39,413 -60 -0.2%
Wealthfront Advisers
281
Wealthfront Advisers
California
$3.65M 39,085 -2,419 -6%
AAM
282
Advisors Asset Management
Colorado
$3.52M 37,717 -6,304 -14%
Pacer Advisors
283
Pacer Advisors
Pennsylvania
$3.51M 37,602 +1,005 +3%
VLKIM
284
Van Lanschot Kempen Investment Management
Netherlands
$3.44M 36,781 +7,481 +26%
KFP
285
KMG Fiduciary Partners
Ohio
$3.43M 36,700 -490 -1%
MSRPS
286
Maryland State Retirement & Pension System
Maryland
$3.41M 37,946 – –
Brown Advisory
287
Brown Advisory
Maryland
$3.41M 36,534 -292 -0.8%
OAM
288
Oppenheimer Asset Management
New York
$3.4M 36,350 -2,695 -7%
BMSSC
289
B. Metzler seel. Sohn & Co
Germany
$3.37M 36,095 -2,890 -7%
SP
290
Sarasin & Partners
United Kingdom
$3.36M 35,992 – –
HIMCH
291
Hartford Investment Management Co (HIMCO)
Connecticut
$3.34M 35,781 -1,470 -4%
DLCIG
292
D.L. Carlson Investment Group
New Hampshire
$3.29M 35,174 -200 -0.6%
KBC Group
293
KBC Group
Belgium
$3.25M 34,740 +3,829 +12%
MML Investors Services
294
MML Investors Services
Massachusetts
$3.24M 34,709 +463 +1%
Corient Private Wealth
295
Corient Private Wealth
Florida
$3.24M 34,656 +1,468 +4%
SOAMC
296
Spirit of America Management Corp
New York
$3.17M 33,875 +3,900 +13%
JFG
297
Jefferies Financial Group
New York
$3.14M 33,599 +22,508 +203%
PS
298
Pensionfund Sabic
Netherlands
$3.11M 33,259 +8,000 +32%
KCM
299
Kornitzer Capital Management
Kansas
$3.09M 33,090 +7,900 +31%
ST
300
Spinnaker Trust
Maine
$3.08M 32,987 +27 +0.1%
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