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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.

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 %
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$53.3M +$16.4M +179,876 +44%
Adage Capital Partners
77
Adage Capital Partners
Massachusetts
$52.5M +$8.74M +96,900 +20%
D.E. Shaw & Co
78
D.E. Shaw & Co
New York
$52.3M +$41.2M +456,462 +369%
BTCPP
79
Border to Coast Pensions Partnership
United Kingdom
$49.7M -$9.02M -100,000 -15%
State Board of Administration of Florida Retirement System
80
State Board of Administration of Florida Retirement System
Florida
$49.3M +$1.97M +21,826 +4%
BNP Paribas Financial Markets
81
BNP Paribas Financial Markets
France
$48.7M +$25.9M +287,646 +114%
Korea Investment Corp
82
Korea Investment Corp
South Korea
$48.2M -$738K -8,187 -2%
Mitsubishi UFJ Trust & Banking
83
Mitsubishi UFJ Trust & Banking
Japan
$48M -$18.2M -201,281 -27%
SO
84
STRS Ohio
Ohio
$47.2M -$601K -6,663 -1%
Manulife (Manufacturers Life Insurance)
85
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$44.9M +$4.29M +47,571 +11%
Axa
86
Axa
France
$42.9M -$1.8M -19,973 -4%
UIC
87
Uniplan Investment Counsel
Wisconsin
$42.9M +$3.97M +43,543 +10%
New York State Teachers Retirement System (NYSTRS)
88
New York State Teachers Retirement System (NYSTRS)
New York
$42.2M +$139K +1,540 +0.3%
CIM
89
Corda Investment Management
Texas
$41.9M -$3.72M -41,310 -8%
Qube Research & Technologies (QRT)
90
Qube Research & Technologies (QRT)
United Kingdom
$40.6M +$40.2M +445,412 +8,556%
Citigroup
91
Citigroup
New York
$40.5M -$2M -22,196 -5%
Aviva
92
Aviva
United Kingdom
$39.9M +$4.44M +49,284 +13%
Envestnet Asset Management
93
Envestnet Asset Management
Illinois
$39.5M -$796K -8,833 -2%
New York State Common Retirement Fund
94
New York State Common Retirement Fund
New York
$37.4M -$2.31M -25,622 -6%
Retirement Systems of Alabama
95
Retirement Systems of Alabama
Alabama
$36.9M +$423K +4,690 +1%
Los Angeles Capital Management
96
Los Angeles Capital Management
California
$36.3M -$14.8M -164,009 -29%
DekaBank Deutsche Girozentrale
97
DekaBank Deutsche Girozentrale
Germany
$33.9M +$526K +5,778 +2%
Allianz Asset Management
98
Allianz Asset Management
Germany
$33.1M +$21.1M +233,635 +174%
Robeco Institutional Asset Management
99
Robeco Institutional Asset Management
Netherlands
$33.1M +$28.1M +311,122 +561%
Toronto Dominion Bank
100
Toronto Dominion Bank
Ontario, Canada
$32.7M +$4.51M +49,970 +16%
2 3
4
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