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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$388M 4,300,971 +1,316,745 +44%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$360M 3,990,243 +16,344 +0.4%
Russell Investments Group
28
Russell Investments Group
United Kingdom
$356M 3,944,283 +511,144 +15%
CIMLRA
29
CBRE Investment Management Listed Real Assets
Pennsylvania
$260M 2,884,400 -279,877 -9%
Prudential Financial
30
Prudential Financial
New Jersey
$246M 2,733,851 -169,570 -6%
Amundi
31
Amundi
France
$236M 2,636,356 +9,647 +0.4%
PI
32
PGGM Investments
Netherlands
$223M 2,467,640 +107,311 +5%
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$221M 2,446,694 +126,949 +5%
SEI Investments
34
SEI Investments
Pennsylvania
$207M 2,297,223 +307,159 +15%
Barclays
35
Barclays
United Kingdom
$192M 2,134,594 +767,157 +56%
DPIM
36
Duff & Phelps Investment Management
Illinois
$190M 2,101,707 +120,175 +6%
Ameriprise
37
Ameriprise
Minnesota
$183M 2,038,870 -264,470 -11%
Macquarie Group
38
Macquarie Group
Australia
$174M 1,928,431 +242,383 +14%
VOYA Investment Management
39
VOYA Investment Management
Georgia
$165M 1,828,958 -19,238 -1%
Boston Partners
40
Boston Partners
Massachusetts
$151M 1,672,288 -906,817 -35%
Swiss National Bank
41
Swiss National Bank
Switzerland
$146M 1,622,100 +23,400 +1%
Canada Pension Plan Investment Board
42
Canada Pension Plan Investment Board
Ontario, Canada
$141M 1,568,006 +191,900 +14%
Janus Henderson Group
43
Janus Henderson Group
United Kingdom
$139M 1,543,300 +286,891 +23%
HSBC Holdings
44
HSBC Holdings
United Kingdom
$128M 1,419,408 +139,396 +11%
AllianceBernstein
45
AllianceBernstein
Tennessee
$118M 1,303,844 +90,079 +7%
ACM
46
Adelante Capital Management
California
$117M 1,297,493 +93,342 +8%
Aberdeen Group
47
Aberdeen Group
United Kingdom
$106M 1,176,918 +35,479 +3%
ACM
48
AEW Capital Management
Massachusetts
$106M 1,174,880 +401,785 +52%
Asset Management One
49
Asset Management One
Japan
$98.9M 1,084,587 +56,987 +6%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$97.8M 1,084,762 +61,691 +6%
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