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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
Bank of America
North Carolina
$1.34B
2
Morgan Stanley
Morgan Stanley
New York
$1.19B
3
BlackRock
BlackRock
New York
$5.25B
4
Vanguard Group
Vanguard Group
Pennsylvania
$7.75B
5
State Street
State Street
Massachusetts
$3.21B

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.46B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.09B
3
Northern Trust
Northern Trust
Illinois
$495M
4
Boston Partners
Boston Partners
Massachusetts
$151M
5
Invesco
Invesco
Georgia
$688M
Name Holding Trade Value Shares
Change 		Shares
Change %
IC
351
IEQ Capital
California
$1.56M +$181K +2,006 +13%
EAM
352
Erste Asset Management
Austria
$1.56M +$1.33M +14,600 +584%
MYAM
353
Meiji Yasuda Asset Management
Japan
$1.55M -$12.4M -137,367 -89%
DILIC
354
Dai-ichi Life Insurance Company
Japan
$1.54M -$1.2M -13,349 -44%
DADC
355
D.A. Davidson & Co
Montana
$1.51M +$4.24K +47 +0.3%
EIA
356
Edgemoor Investment Advisors
Maryland
$1.49M – – –
SCM
357
Stevens Capital Management
Pennsylvania
$1.46M +$1.46M +16,171 New
ORC
358
O'Rourke & Company
Massachusetts
$1.45M +$39.9K +443 +3%
RFN
359
RDA Financial Network
Iowa
$1.44M +$272K +3,013 +23%
OSNBOA
360
Old Second National Bank of Aurora
Illinois
$1.4M +$14.5K +161 +1%
Assenagon Asset Management
361
Assenagon Asset Management
Luxembourg
$1.4M +$41.9K +465 +3%
O
362
Ossiam
France
$1.39M -$361K -4,000 -21%
BCM
363
Brookstone Capital Management
Illinois
$1.39M +$33.5K +371 +2%
UOC
364
UBS O'Connor
Illinois
$1.36M -$4.81M -53,366 -78%
Vontobel Holding
365
Vontobel Holding
Switzerland
$1.36M -$399K -4,429 -23%
DCM
366
Dean Capital Management
Kansas
$1.36M +$112K +1,244 +9%
BA
367
Bard Associates
Illinois
$1.35M -$44.6K -495 -3%
CNFG
368
Creegan & Nassoura Financial Group
New Hampshire
$1.35M -$9.02K -100 -0.7%
MYLI
369
Meiji Yasuda Life Insurance
Japan
$1.34M +$316K +3,500 +31%
USAA
370
United Services Automobile Association
Texas
$1.34M +$85.8K +951 +7%
GS
371
GTS Securities
New York
$1.33M +$652K +7,235 +96%
YIH
372
Y-Intercept (HK)
Hong Kong
$1.33M +$1.33M +14,705 New
GAM
373
Gotham Asset Management
New York
$1.32M -$1.16M -12,838 -47%
Arrowstreet Capital
374
Arrowstreet Capital
Massachusetts
$1.31M +$1.31M +14,517 New
Focus Partners Wealth
375
Focus Partners Wealth
Massachusetts
$1.31M +$1.31M +14,509 New
13 14
15
16 17