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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.

New
Increased
Maintained
Reduced
Closed
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 %
CGPCS
126
Capital Group Private Client Services
California
$38.2M +$16.5M +131,072 +76%
Nisa Investment Advisors
127
Nisa Investment Advisors
Missouri
$37.5M -$1.55M -12,326 -4%
Treasurer of the State of North Carolina
128
Treasurer of the State of North Carolina
North Carolina
$37.5M +$900K +7,140 +2%
VanEck Associates
129
VanEck Associates
New York
$35.3M +$124K +982 +0.4%
BC
130
Brookfield Corp
Ontario, Canada
$33.6M +$10.1M +79,802 +43%
FMI
131
Factory Mutual Insurance
Massachusetts
$33.4M +$11.5M +91,500 +53%
Royal London Asset Management
132
Royal London Asset Management
United Kingdom
$33M +$2.04M +16,214 +7%
II
133
IFM Investors
Australia
$32.5M -$832K -6,604 -2%
Susquehanna International Group
134
Susquehanna International Group
Pennsylvania
$31.4M +$7.5M +59,487 +31%
LPL Financial
135
LPL Financial
California
$31.3M +$4.06M +32,184 +15%
BSA
136
Braun Stacey Associates
New York
$31.3M -$676K -5,360 -2%
Capital Fund Management (CFM)
137
Capital Fund Management (CFM)
France
$31M +$25.1M +199,317 +424%
AQR Capital Management
138
AQR Capital Management
Connecticut
$30.9M -$12.7M -101,314 -29%
HS
139
Hazelview Securities
Ontario, Canada
$29.9M +$29.9M +241,117 New
Mackenzie Financial
140
Mackenzie Financial
Ontario, Canada
$29.5M -$6.01M -47,677 -17%
First Trust Advisors
141
First Trust Advisors
Illinois
$29.2M +$5.97M +47,353 +26%
CWM
142
CIBC World Markets
New York
$29.1M +$2.89M +22,918 +11%
Cerity Partners
143
Cerity Partners
New York
$28.7M +$164K +1,300 +0.6%
CI Investments Inc
144
CI Investments Inc
Ontario, Canada
$28.3M -$798K -6,334 -3%
WorldQuant Millennium Advisors
145
WorldQuant Millennium Advisors
New York
$27.9M +$27.9M +221,098 New
UB
146
UMB Bank
Missouri
$27.7M +$196K +1,552 +0.7%
N
147
Natixis
France
$27.7M +$14.5M +115,272 +111%
SFI
148
Susquehanna Fundamental Investments
Pennsylvania
$27.4M +$27.4M +217,421 New
State of Tennessee, Department of Treasury
149
State of Tennessee, Department of Treasury
Tennessee
$27.1M -$271K -2,147 -1%
TD Asset Management
150
TD Asset Management
Ontario, Canada
$27M -$164K -1,301 -0.6%
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