WELL icon

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.

New
Increased
Maintained
Reduced
Closed
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 %
BFA
926
BBJS Financial Advisors
Washington
$132 -$264 -2 -67%
WCP
927
Waterfront Capital Partners
New York
– -$37.5M -457,238 Closed
GCA
928
GSI Capital Advisors
California
– -$4.14M -50,508 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
929
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$2.62M -32,000 Closed
LSA
930
L & S Advisors
California
– -$1.68M -20,477 Closed
OFG
931
Oxford Financial Group
Indiana
– -$1.41M -17,218 Closed
EC
932
Elequin Capital
New York
– -$1.13M -13,803 Closed
LCM
933
LDR Capital Management
New York
– -$1.03M -12,591 Closed
PRC
934
Pearl River Capital
Michigan
– -$867K -10,583 Closed
DS
935
DRW Securities
Illinois
– -$784K -9,575 Closed
SFO
936
Stokes Family Office
Louisiana
– -$729K -8,894 Closed
FMAEN1
937
Fund Management at Engine No 1
California
– -$608K -7,418 Closed
SAM
938
Sompo Asset Management
Japan
– -$405K -4,940 Closed
KPWS
939
Kestra Private Wealth Services
Texas
– -$361K -4,409 Closed
DTL
940
Dynamic Technology Lab
Singapore
– -$342K -4,178 Closed
SPC
941
Sigma Planning Corp
Michigan
– -$310K -3,779 Closed
TFA
942
Trinity Financial Advisors
Ohio
– -$281K -3,428 Closed
BHPW
943
Beverly Hills Private Wealth
California
– -$259K -3,164 Closed
BIP
944
Blueprint Investment Partners
North Carolina
– -$253K -3,085 Closed
ONB
945
Old National Bancorp
Indiana
– -$248K -3,032 Closed
FIBT
946
First International Bank & Trust
North Dakota
– -$225K -2,743 Closed
MGIM
947
M&G Investment Management
United Kingdom
– -$217K -2,643 Closed
BL
948
Balentine LLC
Georgia
– -$214K -2,612 Closed
VF
949
Virtu Financial
New York
– -$213K -2,596 Closed
CG
950
Cutler Group
California
– -$196K -2,403 Closed
35 36 37
38
39