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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 %
ERSOT
126
Employees Retirement System of Texas
Texas
$26.1M +$521K +5,000 +2%
BSA
127
Braun Stacey Associates
New York
$25.2M +$25.2M +241,582 New
State of Tennessee, Department of Treasury
128
State of Tennessee, Department of Treasury
Tennessee
$25M +$11.1M +106,258 +80%
Victory Capital Management
129
Victory Capital Management
Texas
$24.8M +$415K +3,980 +2%
VanEck Associates
130
VanEck Associates
New York
$24.8M -$225K -2,160 -0.9%
COPPSERS
131
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$24.6M +$1.71M +16,389 +7%
Royal London Asset Management
132
Royal London Asset Management
United Kingdom
$24.2M +$1.9M +18,247 +9%
CI Investments Inc
133
CI Investments Inc
Ontario, Canada
$23.9M +$2.05M +19,656 +9%
HI
134
HBK Investments
Texas
$23.6M +$3.68M +35,339 +19%
PNC Financial Services Group
135
PNC Financial Services Group
Pennsylvania
$22.2M -$711K -6,821 -3%
Cerity Partners
136
Cerity Partners
New York
$21.7M +$2.51M +24,059 +13%
LPL Financial
137
LPL Financial
California
$21.4M +$2.96M +28,407 +16%
TD Asset Management
138
TD Asset Management
Ontario, Canada
$21.3M +$1.81M +17,337 +9%
RJFSA
139
Raymond James Financial Services Advisors
Florida
$20.5M +$974K +9,343 +5%
CS
140
Candriam SCA
Luxembourg
$20M +$298K +2,855 +2%
BNP Paribas Asset Management
141
BNP Paribas Asset Management
France
$19.5M -$62.2M -596,246 -76%
VAM
142
Vert Asset Management
California
$18.7M -$357K -3,420 -2%
SMDAM
143
Sumitomo Mitsui DS Asset Management
Japan
$18.7M +$1.21M +11,627 +7%
UB
144
UMB Bank
Missouri
$18.6M -$38.6K -370 -0.2%
MIM
145
MetLife Investment Management
New Jersey
$18.5M +$5.01M +48,026 +37%
Susquehanna International Group
146
Susquehanna International Group
Pennsylvania
$17.9M +$5.74M +55,079 +47%
Stifel Financial
147
Stifel Financial
Missouri
$17.6M +$2.36M +22,654 +15%
CCM
148
Chilton Capital Management
Texas
$17.4M -$3.69M -35,436 -18%
ASRS
149
Arizona State Retirement System
Arizona
$17.2M +$635K +6,093 +4%
National Bank of Canada
150
National Bank of Canada
Quebec, Canada
$17.1M +$4.37M +41,983 +34%
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