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Welltower
WELL

Overview Fund Activity

1,110 hedge funds and large institutions have $78.1B invested in Welltower in 2024 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 456 increasing their positions, 322 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,110
Holders Change
+64
Holders Change %
+6.12%
% of All Funds
14.78%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.31%
New
155
Increased
456
Reduced
322
Closed
76
Calls
$155M
Puts
$295M
Net Calls
-$140M
Net Calls Change
-$25.8M

Top Buyers

1
BlackRock
1
BlackRock
New York
$8.18B
2
Northern Trust
2
Northern Trust
Illinois
$1.06B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$12.4B
4
Bank of America
4
Bank of America
North Carolina
$2.36B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.99B

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.28B
2
Canada Pension Plan Investment Board
2
Canada Pension Plan Investment Board
Ontario, Canada
$154M
3
Barclays
3
Barclays
United Kingdom
$106M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$3.97M
5
Squarepoint
5
Squarepoint
New York
$3.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nuveen Asset Management
26
Nuveen Asset Management
Illinois
$604M -$5.88M -46,686 -1%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$490M +$14.8M +117,170 +3%
Amundi
28
Amundi
France
$477M +$74.5M +589,255 +19%
Goldman Sachs
29
Goldman Sachs
New York
$466M -$41.6M -330,395 -8%
Russell Investments Group
30
Russell Investments Group
United Kingdom
$440M -$39.3M -311,856 -8%
ZP
31
Zimmer Partners
New York
$420M +$1.64M +13,044 +0.4%
Sumitomo Mitsui Trust Group
32
Sumitomo Mitsui Trust Group
Japan
$392M +$24.2M +192,303 +7%
Prudential Financial
33
Prudential Financial
New Jersey
$350M -$23.6M -186,983 -6%
Koshinski Asset Management
34
Koshinski Asset Management
Illinois
$336M +$7.31M +58 +2%
DPIM
35
Duff & Phelps Investment Management
Illinois
$325M +$4.84M +38,425 +2%
PI
36
PGGM Investments
Netherlands
$324M -$5.96M -47,323 -2%
SEI Investments
37
SEI Investments
Pennsylvania
$323M -$7.22M -57,262 -2%
HSBC Holdings
38
HSBC Holdings
United Kingdom
$278M +$989K +7,855 +0.4%
UBS Group
39
UBS Group
Switzerland
$255M +$41.9M +332,269 +20%
CIMLRA
40
CBRE Investment Management Listed Real Assets
Pennsylvania
$244M +$35.9M +285,015 +17%
Macquarie Group
41
Macquarie Group
Australia
$231M -$12.8M -102,467 -5%
Swiss National Bank
42
Swiss National Bank
Switzerland
$220M -$3.47M -27,500 -2%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$209M +$79.7M +632,143 +61%
Ameriprise
44
Ameriprise
Minnesota
$198M -$11.1M -90,398 -5%
Universal-Beteiligungs- und Servicegesellschaft
45
Universal-Beteiligungs- und Servicegesellschaft
Germany
$194M +$194M +1,541,472 New
Nordea Investment Management
46
Nordea Investment Management
Sweden
$186M +$40.8M +324,520 +28%
LIMS
47
Lasalle Investment Management Securities
Maryland
$181M +$12.2M +96,853 +7%
ACM
48
AEW Capital Management
Massachusetts
$178M +$4.81M +38,130 +3%
National Pension Service
49
National Pension Service
South Korea
$177M +$2.35M +18,668 +1%
VOYA Investment Management
50
VOYA Investment Management
Georgia
$175M -$9.02M -71,621 -5%
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