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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 %
PFM
276
Patton Fund Management
Texas
$6.48M +$6.48M +51,402 New
NB
277
Norinchukin Bank
Japan
$6.46M +$242K +1,918 +4%
OPERF
278
Oregon Public Employees Retirement Fund
Oregon
$6.39M +$149K +1,182 +2%
Allspring Global Investments
279
Allspring Global Investments
North Carolina
$6.3M -$542K -4,348 -8%
EAM
280
Erste Asset Management
Austria
$6.17M +$2.77M +22,128 +81%
WCM
281
Windward Capital Management
California
$6.16M -$74.2K -589 -1%
GAM
282
Generali Asset Management
Italy
$6.08M +$6.08M +48,229 New
GC
283
Gillson Capital
Illinois
$5.93M +$5.93M +47,015 New
CPC
284
Consolidated Planning Corp
Georgia
$5.87M +$101K +799 +2%
Wealthfront Advisers
285
Wealthfront Advisers
California
$5.84M +$212K +1,682 +4%
PGFC
286
Peapack-Gladstone Financial Corp
New Jersey
$5.81M -$144K -1,141 -2%
GIBU
287
Gulf International Bank (UK)
United Kingdom
$5.79M -$48.3K -383 -0.8%
TI
288
Tidal Investments
Wisconsin
$5.73M +$3.08M +24,476 +116%
GM
289
GeoWealth Management
Illinois
$5.73M +$1.69M +13,392 +42%
Pathstone Holdings
290
Pathstone Holdings
New Jersey
$5.7M +$73.7K +585 +1%
CAM
291
Carret Asset Management
New York
$5.57M -$275K -2,184 -5%
US Bancorp
292
US Bancorp
Minnesota
$5.56M -$92.5K -734 -2%
DILIC
293
Dai-ichi Life Insurance Company
Japan
$5.54M +$1.85M +14,693 +50%
Corient Private Wealth
294
Corient Private Wealth
Florida
$5.37M -$181K -1,439 -3%
CA
295
Callahan Advisors
Texas
$5.35M -$389K -3,089 -7%
MWM
296
Modern Wealth Management
Kansas
$5.33M +$5.33M +42,264 New
QCM
297
Quantinno Capital Management
New York
$5.25M +$660K +5,234 +14%
AAS
298
Avantax Advisory Services
Texas
$5.14M +$5.29K +42 +0.1%
GCM
299
Garland Capital Management
Washington
$5.13M -$437K -3,470 -8%
Northwestern Mutual Wealth Management
300
Northwestern Mutual Wealth Management
Wisconsin
$5.09M +$94.5K +750 +2%
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