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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 %
AB
176
Amalgamated Bank
New York
$12.5M +$641K +6,148 +5%
Calamos Advisors
177
Calamos Advisors
Illinois
$12.5M -$456K -4,374 -4%
Wealth Enhancement Advisory Services
178
Wealth Enhancement Advisory Services
Minnesota
$12.5M +$183K +1,754 +1%
Teacher Retirement System of Texas
179
Teacher Retirement System of Texas
Texas
$12.4M +$4.71M +45,137 +61%
CIS
180
Connors Investor Services
Pennsylvania
$12.3M +$42.7K +410 +0.3%
CM
181
Cercano Management
Washington
$12.1M – – –
Capital Fund Management (CFM)
182
Capital Fund Management (CFM)
France
$12.1M +$12.1M +115,681 New
ProShare Advisors
183
ProShare Advisors
Maryland
$11.9M +$1.36M +13,076 +13%
CNB
184
Czech National Bank
Czech Republic
$11.9M +$1.73M +16,555 +17%
Balyasny Asset Management
185
Balyasny Asset Management
Illinois
$11.8M +$11.8M +113,127 New
Skandinaviska Enskilda Banken (SEB)
186
Skandinaviska Enskilda Banken (SEB)
Sweden
$11.8M +$500K +4,800 +4%
BCIM
187
British Columbia Investment Management
British Columbia, Canada
$11.4M +$4.45M +42,671 +64%
MCM
188
Makena Capital Management
California
$10.9M +$1.21M +11,633 +13%
SG Americas Securities
189
SG Americas Securities
New York
$10.7M -$7.69M -73,784 -42%
YCM
190
Yousif Capital Management
Michigan
$10.7M +$491K +4,708 +5%
WBC
191
Westpac Banking Corp
Australia
$10.7M +$430K +4,120 +4%
TPSF
192
Texas Permanent School Fund
Texas
$10.3M -$1.6M -15,328 -13%
PP
193
Prudential plc
United Kingdom
$10.3M +$1.31M +12,598 +15%
FRAF
194
Första AP-fonden
Sweden
$10.2M -$1.23M -11,800 -11%
URS
195
Utah Retirement Systems
Utah
$10.2M +$146K +1,400 +1%
Commonwealth Equity Services
196
Commonwealth Equity Services
Massachusetts
$10.1M +$62.2K +597 +0.6%
DnB Asset Management
197
DnB Asset Management
Norway
$9.96M +$775K +7,432 +8%
VA
198
Vident Advisory
Georgia
$9.73M +$2.97M +28,476 +44%
First Trust Advisors
199
First Trust Advisors
Illinois
$9.52M -$1.53M -14,717 -14%
LGF
200
LGT Group Foundation
Liechtenstein
$9.38M -$3.38M -32,468 -27%
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