WELL icon

Welltower
WELL

Overview Fund Activity

1,110 hedge funds and large institutions have $78.1B invested in Welltower in 2024 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 456 increasing their positions, 322 reducing their positions, and 76 closing their positions.

Holders
1,110
Holders Change
+64
Holders Change %
+6.12%
% of All Funds
14.78%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.31%
New
155
Increased
456
Reduced
322
Closed
76
Calls
$155M
Puts
$295M
Net Calls
-$140M
Net Calls Change
-$25.8M

Top Buyers

1
BlackRock
1
BlackRock
New York
$8.18B
2
Northern Trust
2
Northern Trust
Illinois
$1.06B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$12.4B
4
Bank of America
4
Bank of America
North Carolina
$2.36B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.99B

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.28B
2
Canada Pension Plan Investment Board
2
Canada Pension Plan Investment Board
Ontario, Canada
$154M
3
Barclays
3
Barclays
United Kingdom
$106M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$3.97M
5
Squarepoint
5
Squarepoint
New York
$3.91M
Name Market Value Shares Shares
Change 		Shares
Change %
SO
76
STRS Ohio
Ohio
$97.9M 776,959 -19,728 -2%
New York State Common Retirement Fund
77
New York State Common Retirement Fund
New York
$96.7M 766,965 +23,600 +3%
Raymond James Financial
78
Raymond James Financial
Florida
$90.6M 718,597 +718,597 New
Capital Research Global Investors
79
Capital Research Global Investors
California
$85.6M 678,940 +14,994 +2%
HRES
80
Heitman Real Estate Securities
Illinois
$81.7M 648,492 +32,344 +5%
Adage Capital Partners
81
Adage Capital Partners
Massachusetts
$81M 642,706 -87,800 -12%
Swedbank
82
Swedbank
Sweden
$80.1M 635,283 -10,763 -2%
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$78.8M 625,207 -100,923 -14%
Renaissance Technologies
84
Renaissance Technologies
New York
$78.5M 622,763 +119,800 +24%
Alyeska Investment Group
85
Alyeska Investment Group
Illinois
$73.3M 581,839 +454,145 +356%
Janus Henderson Group
86
Janus Henderson Group
United Kingdom
$72.8M 578,584 -534,528 -48%
State Board of Administration of Florida Retirement System
87
State Board of Administration of Florida Retirement System
Florida
$71.4M 566,427 +1,652 +0.3%
Neuberger Berman Group
88
Neuberger Berman Group
New York
$69.1M 548,287 -64,773 -11%
Zurich Cantonal Bank
89
Zurich Cantonal Bank
Switzerland
$68.7M 544,838 +128,090 +31%
Teacher Retirement System of Texas
90
Teacher Retirement System of Texas
Texas
$67.9M 538,763 +221,692 +70%
Citigroup
91
Citigroup
New York
$67.4M 534,977 +217,939 +69%
Axa
92
Axa
France
$63.9M 506,976 +40,837 +9%
Korea Investment Corp
93
Korea Investment Corp
South Korea
$60.5M 479,945 +236,233 +97%
National Bank of Canada
94
National Bank of Canada
Quebec, Canada
$58.7M 465,559 +230,314 +98%
State of New Jersey Common Pension Fund D
95
State of New Jersey Common Pension Fund D
New Jersey
$58.5M 464,337 +6,741 +1%
Retirement Systems of Alabama
96
Retirement Systems of Alabama
Alabama
$58.3M 462,742 -7,677 -2%
Envestnet Asset Management
97
Envestnet Asset Management
Illinois
$57.8M 458,454 -39,017 -8%
New York State Teachers Retirement System (NYSTRS)
98
New York State Teachers Retirement System (NYSTRS)
New York
$57.6M 456,916 +1,091 +0.2%
CII
99
Capital International Inc
California
$53.1M 421,668 +65,931 +19%
BTCPP
100
Border to Coast Pensions Partnership
United Kingdom
$52.3M 415,000 -10,000 -2%
2 3
4
5 6