WELL icon

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 %
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$67.6M 723,799 -39,670 -5%
Swedbank
77
Swedbank
Sweden
$66.9M 716,018 +522 +0.1%
LIMS
78
Lasalle Investment Management Securities
Maryland
$66M 706,395 +2,107 +0.3%
BAMCO Inc
79
BAMCO Inc
New York
$63.1M 675,363 -9,152 -1%
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$62.8M 672,177 +87,133 +15%
State of New Jersey Common Pension Fund D
81
State of New Jersey Common Pension Fund D
New Jersey
$62.4M 668,036 +18,549 +3%
Neuberger Berman Group
82
Neuberger Berman Group
New York
$59.9M 641,474 -88,641 -12%
Citigroup
83
Citigroup
New York
$54.5M 583,455 +134,144 +30%
BTCPP
84
Border to Coast Pensions Partnership
United Kingdom
$51.5M 551,589 – –
Korea Investment Corp
85
Korea Investment Corp
South Korea
$46.1M 492,966 -41,380 -8%
Axa
86
Axa
France
$45.3M 484,869 +8,762 +2%
Envestnet Asset Management
87
Envestnet Asset Management
Illinois
$45.1M 482,400 +43,930 +10%
New York State Teachers Retirement System (NYSTRS)
88
New York State Teachers Retirement System (NYSTRS)
New York
$42.7M 457,054 -11,473 -2%
UIC
89
Uniplan Investment Counsel
Wisconsin
$42.4M 453,967 -16,557 -4%
Citadel Advisors
90
Citadel Advisors
Florida
$42.2M 451,550 -421,912 -48%
CIM
91
Corda Investment Management
Texas
$41.2M 440,413 -24,384 -5%
RJA
92
Raymond James & Associates
Florida
$41M 438,662 +105,553 +32%
Manulife (Manufacturers Life Insurance)
93
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$39.9M 427,316 -70,729 -14%
Renaissance Technologies
94
Renaissance Technologies
New York
$39.2M 419,663 +354,000 +539%
Retirement Systems of Alabama
95
Retirement Systems of Alabama
Alabama
$38.3M 409,806 +180 +0%
Mitsubishi UFJ Trust & Banking
96
Mitsubishi UFJ Trust & Banking
Japan
$38.2M 411,339 -121,248 -23%
State Board of Administration of Florida Retirement System
97
State Board of Administration of Florida Retirement System
Florida
$37.9M 528,688 -17,925 -3%
Robeco Institutional Asset Management
98
Robeco Institutional Asset Management
Netherlands
$36.9M 394,638 +28,080 +8%
BC
99
Brookfield Corp
Ontario, Canada
$36.2M 387,831 +157,480 +68%
Franklin Resources
100
Franklin Resources
California
$36M 385,021 +60,892 +19%
2 3
4
5 6