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Welltower
WELL

Overview Fund Activity

986 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, 434 increasing their positions, 286 reducing their positions, and 69 closing their positions.

Holders
986
Holders Change
+34
Holders Change %
+3.57%
% of All Funds
14.34%
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
434
Reduced
286
Closed
69
Calls
$122M
Puts
$172M
Net Calls
-$50.1M
Net Calls Change
-$121M

Top Buyers

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

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$97.8M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$87.9M
3
Boston Partners
3
Boston Partners
Massachusetts
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.09B
5
CIMLRA
5
CBRE Investment Management Listed Real Assets
Pennsylvania
$195M
Name Holding Trade Value Shares
Change 		Shares
Change %
UIC
101
Uniplan Investment Counsel
Wisconsin
$39.9M -$7.41M -71,100 -16%
UM
102
UniSuper Management
Australia
$39.7M +$2.41M +23,161 +6%
Franklin Resources
103
Franklin Resources
California
$39.5M -$628K -6,022 -2%
Zurich Cantonal Bank
104
Zurich Cantonal Bank
Switzerland
$39.1M +$2.09M +20,048 +6%
SOADOR
105
State of Alaska Department of Revenue
Alaska
$37M +$1.5M +14,409 +4%
Jane Street
106
Jane Street
New York
$37M +$29.8M +286,084 +415%
CII
107
Capital International Inc
California
$36.8M +$5.24M +50,302 +17%
State of Wisconsin Investment Board
108
State of Wisconsin Investment Board
Wisconsin
$36.5M -$2.92M -28,050 -7%
BHC
109
Bowen Hanes & Co
Florida
$36.3M -$292K -2,800 -0.8%
RAM
110
Resona Asset Management
Japan
$35.4M +$2.86M +27,609 +9%
BC
111
Brookfield Corp
Ontario, Canada
$35M -$5.38M -51,633 -13%
GA
112
GRS Advisors
Illinois
$34.3M +$4.01M +38,425 +13%
HS
113
Hazelview Securities
Ontario, Canada
$34.3M +$9.57M +90,851 +39%
Chevy Chase Trust
114
Chevy Chase Trust
Maryland
$34.2M +$2.08M +19,963 +6%
Nisa Investment Advisors
115
Nisa Investment Advisors
Missouri
$33.7M +$1.46M +14,017 +5%
Natixis Advisors
116
Natixis Advisors
Massachusetts
$32.7M +$4.29M +41,105 +15%
N
117
Natixis
France
$31.8M -$1.67M -16,023 -5%
Handelsbanken Fonder
118
Handelsbanken Fonder
Sweden
$30.7M +$6.48M +62,140 +27%
Treasurer of the State of North Carolina
119
Treasurer of the State of North Carolina
North Carolina
$30.3M +$279K +2,681 +0.9%
Toronto Dominion Bank
120
Toronto Dominion Bank
Ontario, Canada
$30.3M -$3.17M -30,449 -9%
Fidelity International
121
Fidelity International
Bermuda
$29.7M -$8.69M -83,344 -23%
Los Angeles Capital Management
122
Los Angeles Capital Management
California
$28.3M +$7.77M +74,496 +38%
Mitsubishi UFJ Trust & Banking
123
Mitsubishi UFJ Trust & Banking
Japan
$27.7M -$15.2M -145,762 -35%
BIC
124
B&I Capital
Switzerland
$26.7M -$2.97M -28,500 -10%
II
125
IFM Investors
Australia
$26.5M +$15.3M +146,828 +136%
3 4
5
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