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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.

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 %
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
101
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$52.1M +$39.2M +311,000 +305%
Mitsubishi UFJ Trust & Banking
102
Mitsubishi UFJ Trust & Banking
Japan
$50.8M +$15.5M +123,228 +44%
KBC Group
103
KBC Group
Belgium
$50M +$22M +174,771 +79%
UM
104
UniSuper Management
Australia
$49.9M +$1.56M +12,364 +3%
Fidelity International
105
Fidelity International
Bermuda
$49.8M +$9.01M +71,457 +22%
MDSL
106
M.D. Sass LLC
New York
$48.8M +$48.8M +386,946 New
Manulife (Manufacturers Life Insurance)
107
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$48.1M -$3.66M -29,034 -7%
DekaBank Deutsche Girozentrale
108
DekaBank Deutsche Girozentrale
Germany
$47.2M – – –
Aviva
109
Aviva
United Kingdom
$46.9M -$30.4M -241,437 -39%
Robeco Institutional Asset Management
110
Robeco Institutional Asset Management
Netherlands
$46.8M -$1.71M -13,535 -4%
SOADOR
111
State of Alaska Department of Revenue
Alaska
$46.2M +$1.17M +9,308 +3%
CIM
112
Corda Investment Management
Texas
$45.1M -$1.32M -10,472 -3%
Natixis Advisors
113
Natixis Advisors
Massachusetts
$44.8M +$2.53M +20,106 +6%
State of Wisconsin Investment Board
114
State of Wisconsin Investment Board
Wisconsin
$44.5M -$2.54M -20,131 -5%
Victory Capital Management
115
Victory Capital Management
Texas
$43.7M -$2.07M -16,392 -5%
BHC
116
Bowen Hanes & Co
Florida
$43.6M – – –
UIC
117
Uniplan Investment Counsel
Wisconsin
$43.2M -$923K -7,323 -2%
Franklin Resources
118
Franklin Resources
California
$43M -$6.33M -50,247 -13%
RAM
119
Resona Asset Management
Japan
$42.9M +$2.07M +16,517 +5%
Handelsbanken Fonder
120
Handelsbanken Fonder
Sweden
$42.3M +$2.37M +18,807 +6%
COPPSERS
121
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$41.1M +$12M +94,863 +41%
APG Asset Management
122
APG Asset Management
Netherlands
$40.4M +$39.7M +325,791 +5,101%
ERSOT
123
Employees Retirement System of Texas
Texas
$40.3M +$2.65M +21,000 +7%
Toronto Dominion Bank
124
Toronto Dominion Bank
Ontario, Canada
$40.3M -$4.84M -38,426 -11%
Chevy Chase Trust
125
Chevy Chase Trust
Maryland
$39.4M -$13.6K -108 -0%
3 4
5
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