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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.

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 %
Mitsubishi UFJ Asset Management
51
Mitsubishi UFJ Asset Management
Japan
$169M +$13.6M +107,987 +9%
AAMU
52
APG Asset Management US
New York
$169M +$2.97M +23,551 +2%
Schroder Investment Management Group
53
Schroder Investment Management Group
United Kingdom
$169M +$5.64M +45,159 +3%
Aberdeen Group
54
Aberdeen Group
United Kingdom
$168M +$3.28M +26,146 +2%
Citadel Advisors
55
Citadel Advisors
Florida
$166M -$29M -229,929 -15%
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$157M +$7.99M +63,378 +5%
Canada Pension Plan Investment Board
57
Canada Pension Plan Investment Board
Ontario, Canada
$154M -$115M -914,286 -43%
BNP Paribas Financial Markets
58
BNP Paribas Financial Markets
France
$154M +$9.36M +74,280 +6%
Canada Life
59
Canada Life
Manitoba, Canada
$153M +$13.2M +104,510 +9%
Allianz Asset Management
60
Allianz Asset Management
Germany
$152M -$4.48M -35,565 -3%
ACM
61
Adelante Capital Management
California
$148M +$1.08M +8,537 +0.7%
American Century Companies
62
American Century Companies
Missouri
$147M -$3.24M -25,685 -2%
BAMCO Inc
63
BAMCO Inc
New York
$145M +$22.3M +176,736 +18%
AllianceBernstein
64
AllianceBernstein
Tennessee
$144M +$10M +79,444 +7%
Asset Management One
65
Asset Management One
Japan
$143M +$4.53M +36,206 +3%
Qube Research & Technologies (QRT)
66
Qube Research & Technologies (QRT)
United Kingdom
$142M +$52.6M +417,046 +59%
Nomura Asset Management
67
Nomura Asset Management
Japan
$139M +$7.15M +56,719 +5%
Ohio Public Employees Retirement System (OPERS)
68
Ohio Public Employees Retirement System (OPERS)
Ohio
$139M +$581K +4,610 +0.4%
Pictet Asset Management
69
Pictet Asset Management
Switzerland
$135M +$857K +6,802 +0.6%
Wells Fargo
70
Wells Fargo
California
$131M -$3.06M -24,267 -2%
Millennium Management
71
Millennium Management
New York
$128M +$55.2M +437,714 +75%
D.E. Shaw & Co
72
D.E. Shaw & Co
New York
$123M +$58.8M +466,624 +91%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$123M +$5.29M +41,963 +5%
Barclays
74
Barclays
United Kingdom
$106M -$106M -843,182 -50%
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$102M +$28.2M +223,741 +38%
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