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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 Holding Trade Value Shares
Change 		Shares
Change %
HRES
51
Heitman Real Estate Securities
Illinois
$97M -$16.5M -182,621 -15%
UBS Group
52
UBS Group
Switzerland
$96.7M +$57.7M +639,355 +148%
CS
53
Credit Suisse
Switzerland
$96.2M -$859K -9,531 -0.9%
American Century Companies
54
American Century Companies
Missouri
$94.7M +$9.2M +102,006 +11%
Pictet Asset Management
55
Pictet Asset Management
Switzerland
$94.5M +$3.3M +36,604 +4%
National Pension Service
56
National Pension Service
South Korea
$94.5M +$2.87M +31,791 +3%
Schroder Investment Management Group
57
Schroder Investment Management Group
United Kingdom
$92.8M -$1.76M -19,492 -2%
Ohio Public Employees Retirement System (OPERS)
58
Ohio Public Employees Retirement System (OPERS)
Ohio
$92M +$6.58M +72,968 +8%
California Public Employees Retirement System
59
California Public Employees Retirement System
California
$88.1M +$4.75M +52,654 +6%
AAMU
60
APG Asset Management US
New York
$87.2M +$5.34M +59,167 +7%
Canada Life
61
Canada Life
Manitoba, Canada
$86.4M +$11.5M +128,200 +15%
Wells Fargo
62
Wells Fargo
California
$81.4M -$398K -4,417 -0.5%
BNP Paribas Asset Management
63
BNP Paribas Asset Management
France
$79.6M -$16.7M -185,622 -17%
Citadel Advisors
64
Citadel Advisors
Florida
$78.8M +$59.5M +660,055 +309%
Mitsubishi UFJ Asset Management
65
Mitsubishi UFJ Asset Management
Japan
$76.9M +$7.3M +82,131 +10%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$73.3M +$4.21M +46,731 +6%
Nomura Asset Management
67
Nomura Asset Management
Japan
$69.5M +$5.62M +62,289 +9%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$68.8M +$14.4M +159,680 +26%
Neuberger Berman Group
69
Neuberger Berman Group
New York
$65.8M -$8.9M -98,660 -12%
Swedbank
70
Swedbank
Sweden
$64.5M +$504K +5,591 +0.8%
LIMS
71
Lasalle Investment Management Securities
Maryland
$63.5M +$419K +4,651 +0.7%
BAMCO Inc
72
BAMCO Inc
New York
$61.7M +$4.54M +50,370 +8%
State of New Jersey Common Pension Fund D
73
State of New Jersey Common Pension Fund D
New Jersey
$58.6M +$1.07M +11,907 +2%
Fidelity International
74
Fidelity International
Bermuda
$55.3M -$3.96M -43,972 -7%
Nordea Investment Management
75
Nordea Investment Management
Sweden
$54.1M +$50.5M +555,353 +1,412%
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