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Welltower
WELL

Overview Fund Activity

953 hedge funds and large institutions have $52.6B invested in Welltower in 2024 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 391 increasing their positions, 314 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
953
Holders Change
+27
Holders Change %
+2.92%
% of All Funds
13.82%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.29%
New
94
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 Holding Trade Value Shares
Change 		Shares
Change %
IMCOOI
451
Investment Management Corp of Ontario (IMCO)
Canada
$833K -$299K -3,200 -26%
NA
452
NewEdge Advisors
Louisiana
$822K -$162K -1,733 -16%
T
453
TOBAM
France
$816K -$159K -1,703 -16%
MAS
454
Meeder Advisory Services
Ohio
$810K +$66.1K +707 +9%
Lazard Asset Management
455
Lazard Asset Management
New York
$795K +$242K +2,591 +44%
SCM
456
Schnieders Capital Management
California
$794K -$9.34K -100 -1%
CBTWT
457
Community Bank & Trust (Waco, Texas)
Texas
$789K -$2.24K -24 -0.3%
LNWWM
458
Laird Norton Wetherby Wealth Management
California
$785K -$19.2K -206 -2%
AUB
459
Atlantic Union Bankshares
Virginia
$780K -$14K -150 -2%
PA
460
Profund Advisors
Maryland
$780K -$141K -1,512 -15%
HI
461
Handelsinvest Investeringsforvaltning
Denmark
$780K -$148K -1,586 -16%
OIAM
462
OFI Invest Asset Management
France
$774K -$62.2K -719 -7%
PCM
463
Penserra Capital Management
California
$770K -$228K -2,442 -23%
QC
464
Quadrature Capital
United Kingdom
$768K +$768K +8,228 New
GFA
465
Gallagher Fiduciary Advisors
Illinois
$766K +$29.5K +316 +4%
CCM
466
Coldstream Capital Management
Washington
$763K +$20.8K +223 +3%
Jones Financial Companies
467
Jones Financial Companies
Missouri
$762K +$234K +2,501 +44%
CIC
468
Carnegie Investment Counsel
Ohio
$758K -$5.33K -57 -0.7%
LFAS
469
Level Four Advisory Services
Texas
$756K – – –
HI
470
Horizon Investments
North Carolina
$744K +$26.4K +284 +4%
PFS
471
Prospera Financial Services
Texas
$743K -$36.5K -390 -5%
GT
472
Greenleaf Trust
Michigan
$739K -$12.1K -129 -2%
Federated Hermes
473
Federated Hermes
Pennsylvania
$735K -$129K -1,379 -15%
SC
474
Savant Capital
Illinois
$732K +$56K +599 +8%
QCG
475
Quadrant Capital Group
Ohio
$730K -$12.8K -137 -2%
17 18
19
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