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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 %
Handelsbanken Fonder
126
Handelsbanken Fonder
Sweden
$21.7M 232,509 +18,220 +9%
HS
127
Hazelview Securities
Ontario, Canada
$21.6M 234,651 +49,400 +27%
Capstone Investment Advisors
128
Capstone Investment Advisors
New York
$21.5M 230,149 +230,149 New
CWM
129
CIBC World Markets
New York
$21.3M 227,847 -26,119 -10%
SPS
130
Susquehanna Portfolio Strategies
Pennsylvania
$20.7M 221,682 – –
CIBC World Market
131
CIBC World Market
Ontario, Canada
$20.6M 220,074 +220,074 New
COPPSERS
132
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$20.5M 219,724 +885 +0.4%
PNC Financial Services Group
133
PNC Financial Services Group
Pennsylvania
$20.5M 219,585 +839 +0.4%
Royal London Asset Management
134
Royal London Asset Management
United Kingdom
$20M 214,210 +8,131 +4%
CI Investments Inc
135
CI Investments Inc
Ontario, Canada
$19.6M 210,004 +145,990 +228%
CCM
136
Chilton Capital Management
Texas
$18.9M 201,897 -11,375 -5%
Los Angeles Capital Management
137
Los Angeles Capital Management
California
$18.4M 196,753 -205,528 -51%
HI
138
HBK Investments
Texas
$17.8M 190,832 +19,458 +11%
CS
139
Candriam SCA
Luxembourg
$17.6M 188,861 -13,698 -7%
RJFSA
140
Raymond James Financial Services Advisors
Florida
$17.5M 187,713 +38,428 +26%
TD Asset Management
141
TD Asset Management
Ontario, Canada
$17.5M 186,860 +8,060 +5%
Thrivent Financial for Lutherans
142
Thrivent Financial for Lutherans
Minnesota
$17.3M 184,757 +21,216 +13%
Cerity Partners
143
Cerity Partners
New York
$17.2M 184,238 +16,132 +10%
VAM
144
Vert Asset Management
California
$17.1M 183,053 -3,552 -2%
UB
145
UMB Bank
Missouri
$16.7M 178,681 +51,439 +40%
LPL Financial
146
LPL Financial
California
$16.6M 177,267 +10,413 +6%
SG Americas Securities
147
SG Americas Securities
New York
$16.5M 176,691 +113,800 +181%
SMDAM
148
Sumitomo Mitsui DS Asset Management
Japan
$15.7M 167,703 +10,058 +6%
TIAA Trust, National Association
149
TIAA Trust, National Association
North Carolina
$15.2M 162,457 +4,444 +3%
ASRS
150
Arizona State Retirement System
Arizona
$14.8M 158,828 +12,887 +9%
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6
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