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Welltower
WELL

Overview Fund Activity

986 hedge funds and large institutions have $60.9B invested in Welltower in 2024 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 434 increasing their positions, 286 reducing their positions, and 69 closing their positions.

Holders
986
Holders Change
+34
Holders Change %
+3.57%
% of All Funds
14.34%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.32%
New
121
Increased
434
Reduced
286
Closed
69
Calls
$122M
Puts
$172M
Net Calls
-$50.1M
Net Calls Change
-$121M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$3.75B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.34B
3
Norges Bank
3
Norges Bank
Norway
$3.43B
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$9.84B
5
DPIM
5
Duff & Phelps Investment Management
Illinois
$255M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$97.8M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$87.9M
3
Boston Partners
3
Boston Partners
Massachusetts
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.09B
5
CIMLRA
5
CBRE Investment Management Listed Real Assets
Pennsylvania
$195M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$79.2M 758,574 +86,397 +13%
New York State Common Retirement Fund
77
New York State Common Retirement Fund
New York
$79M 758,165 +375,734 +98%
Millennium Management
78
Millennium Management
New York
$75.8M 727,277 -205,452 -22%
Capital Research Global Investors
79
Capital Research Global Investors
California
$68M 652,246 +652,246 New
Swedbank
80
Swedbank
Sweden
$65.5M 628,492 -87,526 -12%
Neuberger Berman Group
81
Neuberger Berman Group
New York
$64M 614,057 -27,417 -4%
KeyBank National Association
82
KeyBank National Association
Ohio
$62.9M 603,781 +497,566 +468%
Royal Bank of Canada
83
Royal Bank of Canada
Ontario, Canada
$60.8M 583,666 -140,133 -19%
Renaissance Technologies
84
Renaissance Technologies
New York
$58.5M 561,263 +141,600 +34%
State Board of Administration of Florida Retirement System
85
State Board of Administration of Florida Retirement System
Florida
$58.2M 558,425 +29,737 +6%
BTCPP
86
Border to Coast Pensions Partnership
United Kingdom
$57.4M 550,000 -1,589 -0.3%
Korea Investment Corp
87
Korea Investment Corp
South Korea
$52.9M 507,806 +14,840 +3%
Envestnet Asset Management
88
Envestnet Asset Management
Illinois
$52.8M 506,104 +23,704 +5%
Aviva
89
Aviva
United Kingdom
$52.2M 500,737 +119,703 +31%
BNP Paribas Financial Markets
90
BNP Paribas Financial Markets
France
$51.9M 497,547 -527,138 -51%
Axa
91
Axa
France
$50.2M 481,630 -3,239 -0.7%
Tudor Investment Corp
92
Tudor Investment Corp
Connecticut
$48.6M 466,340 +425,661 +1,046%
New York State Teachers Retirement System (NYSTRS)
93
New York State Teachers Retirement System (NYSTRS)
New York
$47.6M 456,768 -286 -0.1%
Retirement Systems of Alabama
94
Retirement Systems of Alabama
Alabama
$47.3M 453,473 +43,667 +11%
State of New Jersey Common Pension Fund D
95
State of New Jersey Common Pension Fund D
New Jersey
$46.8M 448,889 -219,147 -33%
RJA
96
Raymond James & Associates
Florida
$45.5M 436,189 -2,473 -0.6%
CIM
97
Corda Investment Management
Texas
$44.5M 427,245 -13,168 -3%
Manulife (Manufacturers Life Insurance)
98
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$43.2M 414,649 -12,667 -3%
DekaBank Deutsche Girozentrale
99
DekaBank Deutsche Girozentrale
Germany
$42.9M 416,557 +37,410 +10%
Robeco Institutional Asset Management
100
Robeco Institutional Asset Management
Netherlands
$40.2M 385,632 -9,006 -2%
2 3
4
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