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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 %
Walleye Trading
326
Walleye Trading
New York
$2.01M +$2.01M +22,257 New
BPA
327
Beacon Pointe Advisors
California
$2M +$36.3K +402 +2%
FG
328
Formula Growth
Quebec, Canada
$1.95M +$325K +3,600 +20%
SBIA
329
Sheaff Brock Investment Advisors
Indiana
$1.9M -$4.6K -51 -0.2%
EOJOAM
330
E. Ohman J:or Asset Management
Sweden
$1.87M -$198K -2,200 -10%
PL
331
Perpetual Ltd
Australia
$1.86M +$634K +7,030 +52%
FC
332
Forte Capital
New York
$1.82M -$40.3K -447 -2%
GAM
333
Groupama Asset Management
France
$1.81M +$1.81M +20,030 New
MCM
334
MAI Capital Management
Ohio
$1.8M -$24.6K -273 -1%
Envestnet Portfolio Solutions
335
Envestnet Portfolio Solutions
Illinois
$1.8M +$477K +5,288 +36%
CA
336
Cetera Advisors
Colorado
$1.78M +$1.26K +14 +0.1%
KRSITF
337
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.78M +$140K +1,552 +9%
CIA
338
Capital Investment Advisors
Georgia
$1.76M +$7.57K +84 +0.4%
AWS
339
Atria Wealth Solutions
New York
$1.73M +$70K +776 +4%
PPWP
340
Proquility Private Wealth Partners
Nevada
$1.73M +$1.73M +19,191 New
MWM
341
Moran Wealth Management
Florida
$1.73M +$1.73M +19,177 New
SLI
342
Sumitomo Life Insurance
Japan
$1.72M -$87.7K -973 -5%
GFS
343
GYL Financial Synergies
Connecticut
$1.69M -$60.1K -666 -3%
APG Asset Management
344
APG Asset Management
Netherlands
$1.64M -$1.73M -21,133 -51%
BBVA
345
Banco Bilbao Vizcaya Argentaria
Spain
$1.63M +$154K +1,710 +10%
FCM
346
FJ Capital Management
Virginia
$1.6M +$894K +9,913 +126%
ECM
347
Everence Capital Management
Indiana
$1.59M +$373K +4,140 +31%
NMIMC
348
Northwestern Mutual Investment Management Company
Wisconsin
$1.58M +$103K +1,145 +7%
NWM
349
Nicola Wealth Management
British Columbia, Canada
$1.57M -$572K -4,800 -27%
LCM
350
Liberty Capital Management
Michigan
$1.57M – – –
12 13
14
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