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Welltower
WELL

Overview Fund Activity

926 hedge funds and large institutions have $49.1B invested in Welltower in 2023 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 367 increasing their positions, 261 reducing their positions, and 45 closing their positions.

Holders
926
Holders Change
+104
Holders Change %
+12.65%
% of All Funds
13.58%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.25%
New
157
Increased
367
Reduced
261
Closed
45
Calls
$168M
Puts
$78.2M
Net Calls
+$90.1M
Net Calls Change
+$21.5M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.34B
2
Morgan Stanley
2
Morgan Stanley
New York
$1.19B
3
BlackRock
3
BlackRock
New York
$5.25B
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$7.75B
5
State Street
5
State Street
Massachusetts
$3.21B

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.46B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.09B
3
Northern Trust
3
Northern Trust
Illinois
$495M
4
Boston Partners
4
Boston Partners
Massachusetts
$151M
5
Invesco
5
Invesco
Georgia
$688M
Name Holding Trade Value Shares
Change 		Shares
Change %
State of Wisconsin Investment Board
101
State of Wisconsin Investment Board
Wisconsin
$32.1M +$3.25M +36,056 +11%
BHC
102
Bowen Hanes & Co
Florida
$31.7M +$7.21K +80 +0%
Zurich Cantonal Bank
103
Zurich Cantonal Bank
Switzerland
$30.7M +$3M +33,241 +11%
UM
104
UniSuper Management
Australia
$30.5M +$1.13M +12,557 +4%
SOADOR
105
State of Alaska Department of Revenue
Alaska
$30.2M +$1.88M +20,837 +7%
RJA
106
Raymond James & Associates
Florida
$30M +$1.65M +18,351 +6%
Franklin Resources
107
Franklin Resources
California
$29.2M -$1.34M -14,872 -4%
Chevy Chase Trust
108
Chevy Chase Trust
Maryland
$28M +$1.59M +17,595 +6%
Nisa Investment Advisors
109
Nisa Investment Advisors
Missouri
$27.3M -$420K -4,660 -2%
Voloridge Investment Management
110
Voloridge Investment Management
Florida
$26M +$22.2M +246,384 +593%
Treasurer of the State of North Carolina
111
Treasurer of the State of North Carolina
North Carolina
$25.8M +$1.63M +18,070 +7%
CII
112
Capital International Inc
California
$25.6M +$2.57M +28,493 +11%
BIC
113
B&I Capital
Switzerland
$24.8M -$1.58M -17,500 -6%
Marshall Wace
114
Marshall Wace
United Kingdom
$24.6M +$24.6M +273,024 New
CWM
115
CIBC World Markets
New York
$22.9M +$20.3M +225,335 +787%
Victory Capital Management
116
Victory Capital Management
Texas
$21M -$2.18M -24,141 -9%
Natixis Advisors
117
Natixis Advisors
Massachusetts
$20.9M +$2.29M +25,395 +12%
BC
118
Brookfield Corp
Ontario, Canada
$20.8M +$1.17M +13,018 +6%
SPS
119
Susquehanna Portfolio Strategies
Pennsylvania
$20M +$20M +221,682 New
Susquehanna International Group
120
Susquehanna International Group
Pennsylvania
$19.9M -$17.8M -197,485 -47%
COPPSERS
121
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$19.7M +$10.3M +114,539 +110%
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
$19.7M -$702K -7,788 -3%
Millennium Management
123
Millennium Management
New York
$19.6M -$33M -366,276 -63%
VanEck Associates
124
VanEck Associates
New York
$19.5M +$2.88M +31,968 +17%
Handelsbanken Fonder
125
Handelsbanken Fonder
Sweden
$19.3M +$1.75M +19,459 +10%
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