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Welltower
WELL

Overview Fund Activity

1,111 hedge funds and large institutions have $78.1B invested in Welltower in 2024 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 457 increasing their positions, 322 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,111
Holders Change
+64
Holders Change %
+6.11%
% of All Funds
14.79%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.31%
New
155
Increased
457
Reduced
322
Closed
76
Calls
$155M
Puts
$295M
Net Calls
-$140M
Net Calls Change
-$25.8M

Top Buyers

1
BlackRock
1
BlackRock
New York
$8.18B
2
Northern Trust
2
Northern Trust
Illinois
$1.06B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$12.4B
4
Bank of America
4
Bank of America
North Carolina
$2.36B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.99B

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.28B
2
Canada Pension Plan Investment Board
2
Canada Pension Plan Investment Board
Ontario, Canada
$154M
3
Barclays
3
Barclays
United Kingdom
$106M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$3.97M
5
Squarepoint
5
Squarepoint
New York
$3.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIC
176
B&I Capital
Switzerland
$19M -$11.3M -89,480 -37%
Ensign Peak Advisors
177
Ensign Peak Advisors
Utah
$18.5M +$290K +2,305 +2%
CCM
178
Chilton Capital Management
Texas
$18.2M +$28.1K +223 +0.2%
AAF
179
Andra AP-fonden
Sweden
$18.1M +$781K +6,200 +5%
SSA
180
Schonfeld Strategic Advisors
New York
$17.4M +$13.6M +107,776 +355%
OCBCO
181
Oversea-Chinese Banking Corp (OCBC)
Singapore
$16.8M -$3.13M -24,804 -16%
VMPIC
182
Varma Mutual Pension Insurance Co
Finland
$16.4M +$693K +5,500 +4%
DnB Asset Management
183
DnB Asset Management
Norway
$16.3M +$3.1M +24,591 +23%
JFG
184
Jefferies Financial Group
New York
$16.3M +$16.3M +129,000 New
FAF
185
Fjarde Ap-fonden
Sweden
$16.2M +$6.29M +49,900 +64%
CNB
186
Czech National Bank
Czech Republic
$16.2M +$1.31M +10,376 +9%
Thrivent Financial for Lutherans
187
Thrivent Financial for Lutherans
Minnesota
$15.8M -$2.19M -17,337 -12%
TIAA Trust, National Association
188
TIAA Trust, National Association
North Carolina
$15.8M -$252K -1,999 -2%
CM
189
Cercano Management
Washington
$15.6M +$15.6M +123,863 New
Mercer Global Advisors
190
Mercer Global Advisors
Colorado
$15.6M +$5.46M +43,285 +54%
ProShare Advisors
191
ProShare Advisors
Maryland
$15.5M -$11.6M -92,136 -43%
Wealth Enhancement Advisory Services
192
Wealth Enhancement Advisory Services
Minnesota
$15.3M +$119K +946 +0.8%
TRSOTSOK
193
Teachers Retirement System of the State of Kentucky
Kentucky
$15.2M -$118K -940 -0.8%
Skandinaviska Enskilda Banken (SEB)
194
Skandinaviska Enskilda Banken (SEB)
Sweden
$15.1M +$348K +2,782 +2%
NAAA
195
New Age Alpha Advisors
New York
$15M +$15M +119,216 New
BCIM
196
British Columbia Investment Management
British Columbia, Canada
$14.9M +$2.35M +18,670 +19%
VI
197
Vestcor Inc
New Brunswick, Canada
$14.8M -$1.88M -14,889 -11%
Calamos Advisors
198
Calamos Advisors
Illinois
$14.7M – – –
EIP
199
Easterly Investment Partners
Massachusetts
$14.5M +$12.8M +101,704 +782%
AB
200
Amalgamated Bank
New York
$14.4M -$45.5K -361 -0.3%
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