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Welltower
WELL

Overview Fund Activity

952 hedge funds and large institutions have $52.6B invested in Welltower in 2024 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 391 increasing their positions, 314 reducing their positions, and 59 closing their positions.

Holders
952
Holders Change
+26
Holders Change %
+2.81%
% of All Funds
13.8%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.29%
New
93
Increased
391
Reduced
314
Closed
59
Calls
$151M
Puts
$80.2M
Net Calls
+$70.5M
Net Calls Change
-$19.6M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$2.73B
2
ZP
2
Zimmer Partners
New York
$310M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$8.33B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$627M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$203M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$690M
2
State Street
2
State Street
Massachusetts
$3.13B
3
DPIM
3
Duff & Phelps Investment Management
Illinois
$0
4
Cohen & Steers
4
Cohen & Steers
New York
$3.69B
5
Barclays
5
Barclays
United Kingdom
$119M
Name Market Value Shares Shares
Change 		Shares
Change %
New York State Common Retirement Fund
101
New York State Common Retirement Fund
New York
$35.7M 382,431 -32,323 -8%
Aviva
102
Aviva
United Kingdom
$35.6M 381,034 -61,399 -14%
State of Wisconsin Investment Board
103
State of Wisconsin Investment Board
Wisconsin
$35.4M 378,466 +22,086 +6%
DekaBank Deutsche Girozentrale
104
DekaBank Deutsche Girozentrale
Germany
$35.1M 379,147 +6,572 +2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
105
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$34.7M 371,855 +371,855 New
Fidelity International
106
Fidelity International
Bermuda
$34.4M 368,202 -245,617 -40%
ECM
107
ExodusPoint Capital Management
New York
$34M 363,516 +363,516 New
UM
108
UniSuper Management
Australia
$33.4M 357,374 +18,727 +6%
Zurich Cantonal Bank
109
Zurich Cantonal Bank
Switzerland
$33.2M 355,402 +15,125 +4%
BHC
110
Bowen Hanes & Co
Florida
$32.8M 350,923 -100 -0%
SOADOR
111
State of Alaska Department of Revenue
Alaska
$31.8M 340,651 +5,364 +2%
Toronto Dominion Bank
112
Toronto Dominion Bank
Ontario, Canada
$30M 321,037 -41,824 -12%
N
113
Natixis
France
$30M 320,821 +269,970 +531%
IG
114
ING Group
Netherlands
$29.3M 313,817 +259,201 +475%
RAM
115
Resona Asset Management
Japan
$29.3M 313,775 +313,775 New
Nisa Investment Advisors
116
Nisa Investment Advisors
Missouri
$28.9M 309,520 +7,292 +2%
Chevy Chase Trust
117
Chevy Chase Trust
Maryland
$28.8M 308,010 -2,614 -0.8%
CII
118
Capital International Inc
California
$28.3M 302,821 +18,760 +7%
GA
119
GRS Advisors
Illinois
$27.2M 290,964 +278,650 +2,263%
Treasurer of the State of North Carolina
120
Treasurer of the State of North Carolina
North Carolina
$26.9M 288,391 +2,170 +0.8%
BIC
121
B&I Capital
Switzerland
$26.6M 284,250 +9,400 +3%
Natixis Advisors
122
Natixis Advisors
Massachusetts
$25.5M 272,895 +41,471 +18%
ERSOT
123
Employees Retirement System of Texas
Texas
$22.9M 245,000 +60,000 +32%
VanEck Associates
124
VanEck Associates
New York
$22.4M 239,699 +23,431 +11%
Victory Capital Management
125
Victory Capital Management
Texas
$21.9M 234,352 +1,592 +0.7%
3 4
5
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