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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 %
NW
151
NewEdge Wealth
Pennsylvania
$14.8M 153,741 +144,556 +1,574%
NYLIM
152
New York Life Investment Management
New York
$14.7M 157,565 -2,539 -2%
WCP
153
Waterfront Capital Partners
New York
$14.7M 157,000 +157,000 New
Creative Planning
154
Creative Planning
Kansas
$14.4M 154,066 +1,098 +0.7%
SOMRS
155
State of Michigan Retirement System
Michigan
$14.2M 151,609 +100 +0.1%
AIG
156
American International Group
New York
$14M 149,425 -412 -0.3%
Stifel Financial
157
Stifel Financial
Missouri
$13.7M 146,635 +9,261 +7%
VMPIC
158
Varma Mutual Pension Insurance Co
Finland
$13.6M 145,400 +115,800 +391%
GC
159
Guggenheim Capital
Illinois
$13.2M 141,559 -14,392 -9%
AQR Capital Management
160
AQR Capital Management
Connecticut
$13.2M 141,000 +39,965 +40%
MNG
161
Manning & Napier Group
New York
$13.1M 140,713 +32,646 +30%
EIP
162
Epoch Investment Partners
New York
$12.8M 137,139 -3,059 -2%
State of Tennessee, Department of Treasury
163
State of Tennessee, Department of Treasury
Tennessee
$12.4M 133,091 +1,755 +1%
NAM
164
Nissay Asset Management
Japan
$12.3M 132,119 +6,506 +5%
Mirae Asset Global Investments
165
Mirae Asset Global Investments
South Korea
$12.3M 150,140 +32,370 +27%
DSA
166
Davis Selected Advisers
Arizona
$12.1M 129,970 -4,380 -3%
MIM
167
MetLife Investment Management
New Jersey
$12.1M 129,602 -4,431 -3%
National Bank of Canada
168
National Bank of Canada
Quebec, Canada
$12.1M 122,348 -19,894 -14%
VI
169
Vestcor Inc
New Brunswick, Canada
$11.7M 125,527 +75,288 +150%
Calamos Advisors
170
Calamos Advisors
Illinois
$11.6M 124,197 -3,124 -2%
OCBCO
171
Oversea-Chinese Banking Corp (OCBC)
Singapore
$11.5M 122,565 -12,841 -9%
LGF
172
LGT Group Foundation
Liechtenstein
$11.4M 122,481 -16,582 -12%
UIM
173
USS Investment Management
United Kingdom
$11.4M 121,678 +16,271 +15%
TRSOTSOK
174
Teachers Retirement System of the State of Kentucky
Kentucky
$11.1M 118,400 +76,225 +181%
MCM
175
Moore Capital Management
New York
$11M 118,100 +118,100 New
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7
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