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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
ACM
1126
Aster Capital Management
United Arab Emirates
– -$2.38M -18,607 Closed
PP
1127
Paloma Partners
Connecticut
– -$2.18M -17,017 Closed
LF
1128
Longbow Finance
Switzerland
– -$2.14M -16,746 Closed
BHCM
1129
Brevan Howard Capital Management
Jersey
– -$2.03M -15,842 Closed
DCM
1130
Dean Capital Management
Kansas
– -$1.93M -15,042 Closed
CFM
1131
Catalyst Funds Management
Australia
– -$1.54M -12,000 Closed
GCM
1132
Greenland Capital Management
New York
– -$1.2M -9,400 Closed
DWM
1133
Dakota Wealth Management
Florida
– -$1.2M -9,336 Closed
Arrowstreet Capital
1134
Arrowstreet Capital
Massachusetts
– -$1.1M -8,609 Closed
MM
1135
MQS Management
New York
– -$875K -6,834 Closed
FF
1136
Friedenthal Financial
New Jersey
– -$811K -6,337 Closed
NEI
1137
Northwest & Ethical Investments
Ontario, Canada
– -$802K -6,266 Closed
JF
1138
Jump Financial
Illinois
– -$680K -5,315 Closed
TA
1139
Tectonic Advisors
Texas
– -$488K -3,813 Closed
LF
1140
LifePlan Financial
Minnesota
– -$446K -3,483 Closed
Optiver Holding
1141
Optiver Holding
Netherlands
– -$422K -3,293 Closed
MF
1142
Magnetar Financial
Illinois
– -$409K -3,191 Closed
DAS
1143
Dynamic Advisor Solutions
Arizona
– -$402K -3,138 Closed
CC
1144
Corton Capital
Ontario, Canada
– -$373K -2,912 Closed
DC
1145
Diametric Capital
Massachusetts
– -$366K -2,862 Closed
HI
1146
HBK Investments
Texas
– -$362K -2,824 Closed
MPM
1147
MBB Public Markets
Illinois
– -$357K -2,790 Closed
ATPW
1148
Ashton Thomas Private Wealth
Arizona
– -$355K -2,769 Closed
DFCM
1149
Dark Forest Capital Management
Puerto Rico
– -$353K -2,754 Closed
SDWMA
1150
Schneider Downs Wealth Management Advisors
Pennsylvania
– -$296K -2,310 Closed
44 45
46
47 48