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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 %
TCM
951
TD Capital Management
Tennessee
$467 5 +5 New
BFA
952
BBJS Financial Advisors
Washington
$138 1 – –
DPIM
953
Duff & Phelps Investment Management
Illinois
– – -2,101,707 Closed
Voloridge Investment Management
954
Voloridge Investment Management
Florida
– – -287,944 Closed
Capital Fund Management (CFM)
955
Capital Fund Management (CFM)
France
– – -165,764 Closed
BA
956
Bridgewater Associates
Connecticut
– – -142,217 Closed
BPCE
957
Bank Pictet & Cie (Europe)
Germany
– – -78,156 Closed
CCM
958
Cinctive Capital Management
New York
– – -67,289 Closed
SDIC
959
South Dakota Investment Council
South Dakota
– – -57,289 Closed
Walleye Trading
960
Walleye Trading
New York
– – -22,257 Closed
FG
961
Formula Growth
Quebec, Canada
– – -21,619 Closed
UOC
962
UBS O'Connor
Illinois
– – -15,117 Closed
YIH
963
Y-Intercept (HK)
Hong Kong
– – -14,705 Closed
Parallax Volatility Advisers
964
Parallax Volatility Advisers
California
– – -12,953 Closed
Simplex Trading
965
Simplex Trading
Illinois
– – -12,305 Closed
FI
966
FJ Investments
Utah
– – -10,877 Closed
JAM
967
JLP Asset Management
New York
– – -10,400 Closed
AWM
968
AE Wealth Management
Kansas
– – -10,250 Closed
UFF
969
USA Financial Formulas
Michigan
– – -10,147 Closed
FC
970
FORA Capital
Florida
– – -8,352 Closed
GCM
971
Graham Capital Management
Connecticut
– – -7,797 Closed
WAM
972
Weiss Asset Management
Massachusetts
– – -6,179 Closed
KWA
973
Kingswood Wealth Advisors
California
– – -6,095 Closed
LCM
974
Landscape Capital Management
New Jersey
– – -5,113 Closed
GBWM
975
Granite Bay Wealth Management
New Hampshire
– – -4,740 Closed
37 38
39
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