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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 %
Credit Agricole
301
Credit Agricole
France
$2.6M +$973K +10,787 +60%
LMIM
302
Lockheed Martin Investment Management
Maryland
$2.52M -$692K -8,200 -22%
LM
303
Lincluden Management
Ontario, Canada
$2.47M – – –
CGH
304
Crossmark Global Holdings
Texas
$2.43M +$33.8K +375 +1%
RBC
305
Romano Brothers & Co
Illinois
$2.43M +$19.3K +214 +0.8%
BAMF
306
BI Asset Management Fondsmaeglerselskab
Denmark
$2.41M -$4.25M -47,086 -64%
OC
307
Oppenheimer & Co
New York
$2.39M +$195K +2,158 +9%
BFO
308
Boston Family Office
Massachusetts
$2.39M -$90.6K -1,005 -4%
Mercer Global Advisors
309
Mercer Global Advisors
Colorado
$2.35M -$168K -1,868 -7%
NMERB
310
New Mexico Educational Retirement Board
New Mexico
$2.33M – – –
IMPI
311
Ilmarinen Mutual Pension Insurance
Finland
$2.3M -$992K -11,000 -30%
PS
312
Pensionfund Sabic
Netherlands
$2.28M – – –
KCM
313
Kornitzer Capital Management
Kansas
$2.27M – – –
Ensign Peak Advisors
314
Ensign Peak Advisors
Utah
$2.26M +$858K +9,515 +61%
AP
315
Appleton Partners
Massachusetts
$2.25M +$64.9K +720 +3%
QCM
316
Quantinno Capital Management
New York
$2.23M +$435K +4,819 +24%
PAG
317
Private Advisor Group
New Jersey
$2.23M -$41.7K -463 -2%
SAM
318
Shell Asset Management
Netherlands
$2.22M -$568K -6,299 -20%
EGM
319
Engineers Gate Manager
New York
$2.14M +$2.14M +23,731 New
AWM
320
Avitas Wealth Management
California
$2.12M +$68.5K +760 +3%
RJT
321
Raymond James Trust
Florida
$2.1M -$65.4K -725 -3%
ONSWM
322
Old North State Wealth Management
North Carolina
$2.09M +$49.6K +549 +2%
AI
323
Atria Investments
North Carolina
$2.07M +$528K +5,857 +34%
UCFA
324
United Capital Financial Advisors
Texas
$2.06M +$368K +4,078 +22%
DIA
325
Dean Investment Associates
Ohio
$2.04M -$61.2K -679 -3%
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