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Welltower
WELL

Overview Fund Activity

987 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, 435 increasing their positions, 286 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
987
Holders Change
+34
Holders Change %
+3.57%
% of All Funds
14.36%
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
435
Reduced
286
Closed
69
Calls
$122M
Puts
$172M
Net Calls
-$50.1M
Net Calls Change
-$121M

Top Buyers

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

Top Sellers

1
UBS AM
UBS AM
Illinois
$97.8M
2
Marshall Wace
Marshall Wace
United Kingdom
$87.9M
3
Boston Partners
Boston Partners
Massachusetts
$0
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.09B
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$195M
Name Holding Trade Value Shares
Change 		Shares
Change %
DCM
1001
Dean Capital Management
Kansas
– -$1.41M -15,042 Closed
FRM
1002
Fox Run Management
Connecticut
– -$1.33M -14,194 Closed
AIMCA
1003
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$1.09M -11,700 Closed
CGIM
1004
Capital Group Investment Management
Singapore
– -$993K -10,629 Closed
SCM
1005
Stevens Capital Management
Pennsylvania
– -$932K -9,978 Closed
Man Group
1006
Man Group
United Kingdom
– -$906K -9,699 Closed
QC
1007
Quadrature Capital
United Kingdom
– -$768K -8,228 Closed
LNC
1008
Lincoln National Corp
Pennsylvania
– -$720K -7,707 Closed
MC
1009
Machina Capital
France
– -$699K -7,482 Closed
GS
1010
GTS Securities
New York
– -$626K -6,701 Closed
MF
1011
Magnetar Financial
Illinois
– -$612K -6,551 Closed
WHG
1012
Westwood Holdings Group
Texas
– -$561K -6,000 Closed
Alyeska Investment Group
1013
Alyeska Investment Group
Illinois
– -$541K -5,790 Closed
CM
1014
Capula Management
Cayman Islands
– -$526K -5,627 Closed
ACM
1015
Alethea Capital Management
Washington
– -$495K -5,296 Closed
RGF
1016
Retirement Guys Formula
Ohio
– -$475K -5,087 Closed
SAM
1017
Strategy Asset Managers
California
– -$433K -4,630 Closed
DTL
1018
Dynamic Technology Lab
Singapore
– -$426K -4,561 Closed
Connor, Clark & Lunn Investment Management (CC&L)
1019
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$412K -4,408 Closed
HCM
1020
HGI Capital Management
New York
– -$399K -4,269 Closed
BP
1021
BBR Partners
New York
– -$361K -3,864 Closed
WDA
1022
Wendell David Associates
New Hampshire
– -$360K -3,850 Closed
CIP
1023
Convergence Investment Partners
Florida
– -$359K -3,842 Closed
KI
1024
Kapitalo Investimentos
Brazil
– -$321K -3,439 Closed
IAS
1025
Insigneo Advisory Services
Florida
– -$320K -3,423 Closed
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