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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 %
Barclays
51
Barclays
United Kingdom
$119M 1,277,192 -857,402 -40%
American Century Companies
52
American Century Companies
Missouri
$119M 1,275,511 +225,640 +21%
Aberdeen Group
53
Aberdeen Group
United Kingdom
$117M 1,256,481 +79,563 +7%
Pictet Asset Management
54
Pictet Asset Management
Switzerland
$106M 1,138,225 +89,862 +9%
AAMU
55
APG Asset Management US
New York
$106M 1,152,867 +186,000 +19%
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$105M 1,119,085 +34,323 +3%
Nordea Investment Management
57
Nordea Investment Management
Sweden
$104M 1,118,333 +523,656 +88%
CS
58
Credit Suisse
Switzerland
$103M 1,102,754 +35,932 +3%
Asset Management One
59
Asset Management One
Japan
$103M 1,101,843 +17,256 +2%
National Pension Service
60
National Pension Service
South Korea
$103M 1,099,816 +52,053 +5%
Canada Life
61
Canada Life
Manitoba, Canada
$99.5M 1,064,777 +103,689 +11%
Schroder Investment Management Group
62
Schroder Investment Management Group
United Kingdom
$99.4M 1,063,632 +34,210 +3%
Ohio Public Employees Retirement System (OPERS)
63
Ohio Public Employees Retirement System (OPERS)
Ohio
$96.3M 1,030,388 +10,592 +1%
BNP Paribas Financial Markets
64
BNP Paribas Financial Markets
France
$95.7M 1,024,685 +484,888 +90%
D.E. Shaw & Co
65
D.E. Shaw & Co
New York
$93.1M 996,515 +416,369 +72%
SO
66
STRS Ohio
Ohio
$92.1M 985,979 +463,061 +89%
California Public Employees Retirement System
67
California Public Employees Retirement System
California
$91.7M 981,591 +4,229 +0.4%
Mitsubishi UFJ Asset Management
68
Mitsubishi UFJ Asset Management
Japan
$91.6M 980,082 +115,362 +13%
Wells Fargo
69
Wells Fargo
California
$90M 963,447 +61,169 +7%
Millennium Management
70
Millennium Management
New York
$87.2M 932,729 +715,524 +329%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$80.2M 858,253 +45,321 +6%
Allianz Asset Management
72
Allianz Asset Management
Germany
$79M 845,616 +478,012 +130%
Adage Capital Partners
73
Adage Capital Partners
Massachusetts
$76.9M 822,906 +240,300 +41%
Nomura Asset Management
74
Nomura Asset Management
Japan
$75.5M 808,457 +37,254 +5%
BNP Paribas Asset Management
75
BNP Paribas Asset Management
France
$73.2M 783,220 -99,120 -11%
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