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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.

New
Increased
Maintained
Reduced
Closed
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 %
SOMRS
151
State of Michigan Retirement System
Michigan
$17.1M +$1.26M +12,100 +8%
Creative Planning
152
Creative Planning
Kansas
$16.8M +$764K +7,329 +5%
SFI
153
Susquehanna Fundamental Investments
Pennsylvania
$16.7M +$5.71M +54,776 +52%
NW
154
NewEdge Wealth
Pennsylvania
$16.5M +$467K +4,484 +3%
NYLIM
155
New York Life Investment Management
New York
$16M -$414K -3,972 -3%
CF
156
Corebridge Financial
Texas
$15.9M +$15.9M +152,668 New
NAM
157
Nissay Asset Management
Japan
$15.1M +$1.34M +12,858 +10%
Mackenzie Financial
158
Mackenzie Financial
Ontario, Canada
$15M +$9.03M +86,602 +152%
MNA
159
Manning & Napier Advisors
New York
$14.8M +$14.8M +141,643 New
Ensign Peak Advisors
160
Ensign Peak Advisors
Utah
$14.5M +$9.96M +95,559 +222%
AAF
161
Andra AP-fonden
Sweden
$14.4M +$6.64M +63,700 +86%
AQR Capital Management
162
AQR Capital Management
Connecticut
$14.1M -$514K -4,955 -4%
TG
163
TCW Group
California
$14.1M +$4.24M +40,719 +43%
VMPIC
164
Varma Mutual Pension Insurance Co
Finland
$13.8M -$1.38M -13,224 -9%
EIP
165
Epoch Investment Partners
New York
$13.7M -$577K -5,537 -4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
166
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$13.7M -$25.1M -240,855 -65%
GC
167
Guggenheim Capital
Illinois
$13.5M -$1.28M -12,265 -9%
TIAA Trust, National Association
168
TIAA Trust, National Association
North Carolina
$13.4M -$3.5M -33,609 -21%
VI
169
Vestcor Inc
New Brunswick, Canada
$13.1M -$4.69K -45 -0%
OCBCO
170
Oversea-Chinese Banking Corp (OCBC)
Singapore
$13M +$268K +2,568 +2%
UIM
171
USS Investment Management
United Kingdom
$12.9M +$227K +2,177 +2%
Voloridge Investment Management
172
Voloridge Investment Management
Florida
$12.9M +$12.9M +123,509 New
Two Sigma Investments
173
Two Sigma Investments
New York
$12.9M +$7.3M +69,998 +131%
TRSOTSOK
174
Teachers Retirement System of the State of Kentucky
Kentucky
$12.6M +$300K +2,878 +2%
Thrivent Financial for Lutherans
175
Thrivent Financial for Lutherans
Minnesota
$12.6M -$6.63M -63,633 -34%
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