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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.

New
Increased
Maintained
Reduced
Closed
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 %
CCM
126
Chilton Capital Management
Texas
$19.2M -$5.18M -57,407 -21%
Royal London Asset Management
127
Royal London Asset Management
United Kingdom
$18.6M +$1.17M +12,959 +7%
CS
128
Candriam SCA
Luxembourg
$18.3M +$14.2M +157,845 +353%
VAM
129
Vert Asset Management
California
$16.8M +$119K +1,316 +0.7%
ERSOT
130
Employees Retirement System of Texas
Texas
$16.7M +$902K +10,000 +6%
HS
131
Hazelview Securities
Ontario, Canada
$16.2M -$3.97M -45,310 -20%
Jane Street
132
Jane Street
New York
$16.2M -$3.77M -41,861 -19%
TD Asset Management
133
TD Asset Management
Ontario, Canada
$16.1M -$2.29M -25,364 -12%
HI
134
HBK Investments
Texas
$15.5M +$4.64M +51,410 +43%
ATN
135
AMF Tjänstepension
Sweden
$15.3M – – –
Cerity Partners
136
Cerity Partners
New York
$15.2M +$5.53M +61,324 +57%
LPL Financial
137
LPL Financial
California
$15M +$1.32M +14,612 +10%
Capital Fund Management (CFM)
138
Capital Fund Management (CFM)
France
$14.9M +$14.9M +165,764 New
Thrivent Financial for Lutherans
139
Thrivent Financial for Lutherans
Minnesota
$14.7M +$2.49M +27,649 +20%
First Trust Advisors
140
First Trust Advisors
Illinois
$14.7M +$609K +6,759 +4%
NYLIM
141
New York Life Investment Management
New York
$14.4M +$6.32M +70,101 +78%
TIAA Trust, National Association
142
TIAA Trust, National Association
North Carolina
$14.2M -$74.4K -825 -0.5%
SMDAM
143
Sumitomo Mitsui DS Asset Management
Japan
$14.2M +$917K +10,169 +7%
GC
144
Guggenheim Capital
Illinois
$14.1M +$200K +2,221 +1%
Creative Planning
145
Creative Planning
Kansas
$13.8M +$9M +99,841 +188%
SOMRS
146
State of Michigan Retirement System
Michigan
$13.7M +$839K +9,300 +7%
AIG
147
American International Group
New York
$13.5M +$715K +7,924 +6%
RJFSA
148
Raymond James Financial Services Advisors
Florida
$13.5M -$451K -5,001 -3%
Squarepoint
149
Squarepoint
New York
$13.3M +$12M +133,259 +946%
ASRS
150
Arizona State Retirement System
Arizona
$13.2M +$474K +5,255 +4%
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