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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 %
CIS
176
Connors Investor Services
Pennsylvania
$11M 117,715 +11,238 +11%
Wealth Enhancement Advisory Services
177
Wealth Enhancement Advisory Services
Minnesota
$11M 117,676 +4,506 +4%
Susquehanna International Group
178
Susquehanna International Group
Pennsylvania
$10.9M 116,635 -104,520 -47%
CM
179
Cercano Management
Washington
$10.8M 115,822 -17,467 -13%
TPSF
180
Texas Permanent School Fund
Texas
$10.7M 114,407 +133 +0.1%
AB
181
Amalgamated Bank
New York
$10.6M 113,857 -24,625 -18%
FRAF
182
Första AP-fonden
Sweden
$10.3M 109,700 +17,000 +18%
Skandinaviska Enskilda Banken (SEB)
183
Skandinaviska Enskilda Banken (SEB)
Sweden
$10.1M 107,956 +11,032 +11%
II
184
IFM Investors
Australia
$10.1M 107,743 +7,257 +7%
KeyBank National Association
185
KeyBank National Association
Ohio
$9.92M 106,215 -4,457 -4%
First Trust Advisors
186
First Trust Advisors
Illinois
$9.91M 106,064 -57,375 -35%
SFI
187
Susquehanna Fundamental Investments
Pennsylvania
$9.89M 105,800 +105,800 New
DZ Bank
188
DZ Bank
Germany
$9.68M 103,558 +103,558 New
Squarepoint
189
Squarepoint
New York
$9.65M 103,309 -44,031 -30%
ProShare Advisors
190
ProShare Advisors
Maryland
$9.46M 101,261 -1,755 -2%
WBC
191
Westpac Banking Corp
Australia
$9.18M 98,193 +704 +0.7%
YCM
192
Yousif Capital Management
Michigan
$9.14M 97,833 +964 +1%
CNB
193
Czech National Bank
Czech Republic
$9.1M 97,383 +447 +0.5%
TC
194
TwinBeech Capital
New York
$9M 96,321 +8,092 +9%
Commonwealth Equity Services
195
Commonwealth Equity Services
Massachusetts
$8.98M 96,113 -502 -0.5%
URS
196
Utah Retirement Systems
Utah
$8.98M 96,103 +3,000 +3%
TG
197
TCW Group
California
$8.82M 94,416 +4,852 +5%
MCM
198
Makena Capital Management
California
$8.67M 92,794 +612 +0.7%
DPAM
199
Degroof Petercam Asset Management
Belgium
$8.43M 90,200 +10,500 +13%
MOACM
200
Mutual of America Capital Management
New York
$8.32M 89,017 -753 -0.8%
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