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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 %
National Bank of Canada
151
National Bank of Canada
Quebec, Canada
$12.8M +$2.84M +31,506 +28%
BA
152
Bridgewater Associates
Connecticut
$12.8M +$7.07M +78,395 +123%
LGF
153
LGT Group Foundation
Liechtenstein
$12.7M -$2.63M -28,849 -17%
EIP
154
Epoch Investment Partners
New York
$12.6M -$37.6M -416,963 -75%
AB
155
Amalgamated Bank
New York
$12.5M +$751K +8,332 +6%
Stifel Financial
156
Stifel Financial
Missouri
$12.4M +$606K +6,723 +5%
OCBCO
157
Oversea-Chinese Banking Corp (OCBC)
Singapore
$12.2M -$2.13M -23,615 -15%
DSA
158
Davis Selected Advisers
Arizona
$12.1M -$1.65M -18,340 -12%
MIM
159
MetLife Investment Management
New Jersey
$12.1M +$556K +6,163 +5%
CM
160
Cercano Management
Washington
$12M – – –
State of Tennessee, Department of Treasury
161
State of Tennessee, Department of Treasury
Tennessee
$11.8M -$1.79M -19,886 -13%
Calamos Advisors
162
Calamos Advisors
Illinois
$11.5M -$150K -1,663 -1%
UB
163
UMB Bank
Missouri
$11.5M +$11.1M +123,116 +2,984%
NAM
164
Nissay Asset Management
Japan
$11.3M +$1.06M +11,702 +10%
Teacher Retirement System of Texas
165
Teacher Retirement System of Texas
Texas
$11M -$6.36M -70,564 -37%
Public Sector Pension Investment Board (PSP Investments)
166
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$10.9M +$1.32M +14,601 +14%
TAF
167
Tredje AP-fonden
Sweden
$10.8M +$668K +7,410 +7%
Mirae Asset Global Investments
168
Mirae Asset Global Investments
South Korea
$10.6M -$496K -5,506 -4%
TPSF
169
Texas Permanent School Fund
Texas
$10.3M +$639K +7,092 +7%
Wealth Enhancement Advisory Services
170
Wealth Enhancement Advisory Services
Minnesota
$10.2M +$132K +1,461 +1%
Osaic Holdings
171
Osaic Holdings
Arizona
$10.1M -$3.39M -37,557 -25%
KeyBank National Association
172
KeyBank National Association
Ohio
$9.98M -$483K -5,352 -5%
Walleye Capital
173
Walleye Capital
New York
$9.76M +$9.76M +108,203 New
MNG
174
Manning & Napier Group
New York
$9.74M -$33.7K -374 -0.3%
IMRF
175
Illinois Municipal Retirement Fund
Illinois
$9.67M +$8.46M +93,781 +696%
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7
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