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Welltower
WELL

Overview Fund Activity

952 hedge funds and large institutions have $52.6B invested in Welltower in 2024 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 391 increasing their positions, 314 reducing their positions, and 59 closing their positions.

Holders
952
Holders Change
+26
Holders Change %
+2.81%
% of All Funds
13.8%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.29%
New
93
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 Market Value Shares Shares
Change 		Shares
Change %
Russell Investments Group
26
Russell Investments Group
United Kingdom
$414M 4,433,816 +489,533 +12%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$363M 3,886,728 -103,515 -3%
Goldman Sachs
28
Goldman Sachs
New York
$323M 3,459,702 -841,269 -20%
ZP
29
Zimmer Partners
New York
$310M 3,316,750 +3,316,750 New
Amundi
30
Amundi
France
$293M 3,226,534 +590,178 +22%
CIMLRA
31
CBRE Investment Management Listed Real Assets
Pennsylvania
$264M 2,828,262 -56,138 -2%
Prudential Financial
32
Prudential Financial
New Jersey
$261M 2,795,965 +62,114 +2%
SEI Investments
33
SEI Investments
Pennsylvania
$244M 2,613,451 +316,228 +14%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$231M 2,477,382 +30,688 +1%
PI
35
PGGM Investments
Netherlands
$226M 2,418,507 -49,133 -2%
Marshall Wace
36
Marshall Wace
United Kingdom
$203M 2,169,345 +1,896,321 +695%
Macquarie Group
37
Macquarie Group
Australia
$194M 2,079,853 +151,422 +8%
Ameriprise
38
Ameriprise
Minnesota
$189M 2,060,810 +21,940 +1%
VOYA Investment Management
39
VOYA Investment Management
Georgia
$184M 1,968,922 +139,964 +8%
HSBC Holdings
40
HSBC Holdings
United Kingdom
$168M 1,800,486 +381,078 +27%
Qube Research & Technologies (QRT)
41
Qube Research & Technologies (QRT)
United Kingdom
$162M 1,731,275 +1,280,657 +284%
Canada Pension Plan Investment Board
42
Canada Pension Plan Investment Board
Ontario, Canada
$158M 1,695,406 +127,400 +8%
Swiss National Bank
43
Swiss National Bank
Switzerland
$155M 1,657,600 +35,500 +2%
UBS Group
44
UBS Group
Switzerland
$141M 1,511,712 +439,429 +41%
Janus Henderson Group
45
Janus Henderson Group
United Kingdom
$132M 1,409,444 -133,856 -9%
HRES
46
Heitman Real Estate Securities
Illinois
$131M 1,400,405 +324,501 +30%
ACM
47
Adelante Capital Management
California
$123M 1,314,732 +17,239 +1%
Boston Partners
48
Boston Partners
Massachusetts
$123M 1,314,479 -357,809 -21%
AllianceBernstein
49
AllianceBernstein
Tennessee
$122M 1,304,070 +226 +0%
ACM
50
AEW Capital Management
Massachusetts
$121M 1,290,216 +115,336 +10%
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