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Welltower
WELL

Overview Fund Activity

986 hedge funds and large institutions have $60.9B invested in Welltower in 2024 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 434 increasing their positions, 286 reducing their positions, and 69 closing their positions.

Holders
986
Holders Change
+34
Holders Change %
+3.57%
% of All Funds
14.34%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.32%
New
121
Increased
434
Reduced
286
Closed
69
Calls
$122M
Puts
$172M
Net Calls
-$50.1M
Net Calls Change
-$121M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$3.75B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.34B
3
Norges Bank
3
Norges Bank
Norway
$3.43B
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$9.84B
5
DPIM
5
Duff & Phelps Investment Management
Illinois
$255M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$97.8M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$87.9M
3
Boston Partners
3
Boston Partners
Massachusetts
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.09B
5
CIMLRA
5
CBRE Investment Management Listed Real Assets
Pennsylvania
$195M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$420M 4,026,158 +139,430 +4%
Goldman Sachs
27
Goldman Sachs
New York
$407M 3,904,505 +444,803 +13%
ZP
28
Zimmer Partners
New York
$346M 3,316,750 – –
Amundi
29
Amundi
France
$325M 3,084,363 -142,171 -4%
SEI Investments
30
SEI Investments
Pennsylvania
$286M 2,748,062 +134,611 +5%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$273M 2,622,524 +145,142 +6%
Prudential Financial
32
Prudential Financial
New Jersey
$268M 2,566,779 -229,186 -8%
DPIM
33
Duff & Phelps Investment Management
Illinois
$255M 2,445,827 +2,445,827 New
PI
34
PGGM Investments
Netherlands
$243M 2,328,566 -89,941 -4%
DZ Bank
35
DZ Bank
Germany
$235M 2,255,573 +2,152,015 +2,078%
VOYA Investment Management
36
VOYA Investment Management
Georgia
$223M 2,141,365 +172,443 +9%
Canada Pension Plan Investment Board
37
Canada Pension Plan Investment Board
Ontario, Canada
$220M 2,112,452 +417,046 +25%
Macquarie Group
38
Macquarie Group
Australia
$213M 2,042,655 -37,198 -2%
Qube Research & Technologies (QRT)
39
Qube Research & Technologies (QRT)
United Kingdom
$211M 2,020,403 +289,128 +17%
Ameriprise
40
Ameriprise
Minnesota
$198M 1,935,578 -125,232 -6%
CIMLRA
41
CBRE Investment Management Listed Real Assets
Pennsylvania
$195M 1,869,543 -958,719 -34%
Swiss National Bank
42
Swiss National Bank
Switzerland
$176M 1,684,300 +26,700 +2%
HSBC Holdings
43
HSBC Holdings
United Kingdom
$156M 1,500,122 -300,364 -17%
Schroder Investment Management Group
44
Schroder Investment Management Group
United Kingdom
$152M 1,453,686 +390,054 +37%
American Century Companies
45
American Century Companies
Missouri
$146M 1,404,781 +129,270 +10%
ACM
46
AEW Capital Management
Massachusetts
$141M 1,352,096 +61,880 +5%
Barclays
47
Barclays
United Kingdom
$136M 1,303,558 +26,366 +2%
AllianceBernstein
48
AllianceBernstein
Tennessee
$131M 1,259,547 -44,523 -3%
AAMU
49
APG Asset Management US
New York
$129M 1,237,867 +85,000 +7%
Nordea Investment Management
50
Nordea Investment Management
Sweden
$126M 1,212,604 +94,271 +8%
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