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Welltower
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Overview Fund Activity

1,046 hedge funds and large institutions have $72.8B invested in Welltower in 2024 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 396 increasing their positions, 355 reducing their positions, and 62 closing their positions.

Holders
1,046
Holders Change
+60
Holders Change %
+6.09%
% of All Funds
15.13%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.3%
New
135
Increased
396
Reduced
355
Closed
62
Calls
$176M
Puts
$291M
Net Calls
-$114M
Net Calls Change
-$64.1M

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$886M
2
DZ Bank
2
DZ Bank
Germany
$805M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.85B
4
BlackRock
4
BlackRock
New York
$7.88B
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$2.39B

Top Sellers

1
Qube Research & Technologies (QRT)
1
Qube Research & Technologies (QRT)
United Kingdom
$90.5M
2
Cohen & Steers
2
Cohen & Steers
New York
$4.87B
3
Citigroup
3
Citigroup
New York
$40.6M
4
Bank of America
4
Bank of America
North Carolina
$2.18B
5
Deutsche Bank
5
Deutsche Bank
Germany
$608M
Name Market Value Shares Shares
Change 		Shares
Change %
Schroder Investment Management Group
51
Schroder Investment Management Group
United Kingdom
$166M 1,304,604 -149,082 -10%
Allianz Asset Management
52
Allianz Asset Management
Germany
$159M 1,242,356 +190,254 +18%
Mitsubishi UFJ Asset Management
53
Mitsubishi UFJ Asset Management
Japan
$158M 1,233,031 +64,103 +5%
American Century Companies
54
American Century Companies
Missouri
$153M 1,195,674 -209,107 -15%
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$152M 1,184,017 -18,703 -2%
ACM
56
Adelante Capital Management
California
$149M 1,162,695 +8,075 +0.7%
BNP Paribas Financial Markets
57
BNP Paribas Financial Markets
France
$147M 1,148,541 +650,994 +131%
Nordea Investment Management
58
Nordea Investment Management
Sweden
$147M 1,152,868 -59,736 -5%
Canada Life
59
Canada Life
Manitoba, Canada
$143M 1,115,346 -67,241 -6%
Janus Henderson Group
60
Janus Henderson Group
United Kingdom
$142M 1,113,112 -23,327 -2%
Asset Management One
61
Asset Management One
Japan
$142M 1,107,457 -30,327 -3%
Ohio Public Employees Retirement System (OPERS)
62
Ohio Public Employees Retirement System (OPERS)
Ohio
$140M 1,094,781 -17,831 -2%
Wells Fargo
63
Wells Fargo
California
$137M 1,066,671 +1,780 +0.2%
Pictet Asset Management
64
Pictet Asset Management
Switzerland
$136M 1,062,303 -25,434 -2%
AllianceBernstein
65
AllianceBernstein
Tennessee
$136M 1,060,953 -198,594 -16%
Nomura Asset Management
66
Nomura Asset Management
Japan
$134M 1,047,984 +141,070 +16%
California Public Employees Retirement System
67
California Public Employees Retirement System
California
$132M 1,029,058 +16,698 +2%
BAMCO Inc
68
BAMCO Inc
New York
$125M 974,759 +164,685 +20%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$119M 930,390 +23,788 +3%
Marshall Wace
70
Marshall Wace
United Kingdom
$110M 855,363 +11,946 +1%
SO
71
STRS Ohio
Ohio
$102M 796,687 -87,714 -10%
New York State Common Retirement Fund
72
New York State Common Retirement Fund
New York
$95.2M 743,365 -14,800 -2%
Adage Capital Partners
73
Adage Capital Partners
Massachusetts
$93.5M 730,506 -113,000 -13%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$92.4M 726,130 -32,444 -4%
Squarepoint
75
Squarepoint
New York
$90.8M 709,559 +644,182 +985%
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