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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 %
CIS
176
Connors Investor Services
Pennsylvania
$9.6M +$9.6M +106,477 New
DnB Asset Management
177
DnB Asset Management
Norway
$9.54M -$243K -2,693 -2%
UIM
178
USS Investment Management
United Kingdom
$9.51M -$564K -6,251 -6%
ProShare Advisors
179
ProShare Advisors
Maryland
$9.29M -$186K -2,063 -2%
AQR Capital Management
180
AQR Capital Management
Connecticut
$9.11M -$383K -4,251 -4%
II
181
IFM Investors
Australia
$9.06M +$175K +1,942 +2%
Nomura Holdings
182
Nomura Holdings
Japan
$8.86M +$8.86M +98,221 New
WBC
183
Westpac Banking Corp
Australia
$8.79M +$265K +2,943 +3%
CNB
184
Czech National Bank
Czech Republic
$8.74M +$566K +6,272 +7%
Skandinaviska Enskilda Banken (SEB)
185
Skandinaviska Enskilda Banken (SEB)
Sweden
$8.74M -$462K -5,121 -5%
YCM
186
Yousif Capital Management
Michigan
$8.73M +$212K +2,351 +2%
Commonwealth Equity Services
187
Commonwealth Equity Services
Massachusetts
$8.71M -$1.66M -18,368 -16%
Mariner
188
Mariner
Kansas
$8.46M +$398K +4,416 +5%
URS
189
Utah Retirement Systems
Utah
$8.4M +$685K +7,600 +9%
FRAF
190
Första AP-fonden
Sweden
$8.36M +$334K +3,700 +4%
QT
191
Quantbot Technologies
New York
$8.33M +$8.33M +92,413 New
MCM
192
Makena Capital Management
California
$8.31M -$3.93M -43,627 -32%
Mackenzie Financial
193
Mackenzie Financial
Ontario, Canada
$8.12M +$2.73M +30,231 +51%
VVP
194
Venture Visionary Partners
Ohio
$8.1M -$149K -1,650 -2%
MOACM
195
Mutual of America Capital Management
New York
$8.09M -$20.6K -229 -0.3%
TG
196
TCW Group
California
$8.08M +$1.7M +18,807 +27%
CAPTRUST Financial Advisors
197
CAPTRUST Financial Advisors
North Carolina
$8.02M +$40.6K +450 +0.5%
TC
198
TwinBeech Capital
New York
$7.96M +$7.96M +88,229 New
TRCT
199
Tower Research Capital (TRC)
New York
$7.94M +$5.95M +65,999 +299%
TCOT
200
Trust Company of Toledo
Ohio
$7.86M -$35.2K -390 -0.4%
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