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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 %
AAF
201
Andra AP-fonden
Sweden
$7.32M +$2.77M +30,700 +61%
CTC
202
Central Trust Company
Missouri
$7.32M -$205K -2,274 -3%
DPAM
203
Degroof Petercam Asset Management
Belgium
$7.19M +$7.19M +79,700 New
BPCE
204
Bank Pictet & Cie (Europe)
Germany
$7.05M +$527K +5,850 +8%
Public Employees Retirement Association of Colorado
205
Public Employees Retirement Association of Colorado
Colorado
$6.86M -$121K -1,338 -2%
TW
206
Transform Wealth
Colorado
$6.74M +$6.74M +74,790 New
CIBC Asset Management
207
CIBC Asset Management
Ontario, Canada
$6.7M +$66.7K +740 +1%
Rafferty Asset Management
208
Rafferty Asset Management
New York
$6.69M +$1.47M +16,292 +28%
FAF
209
Fjarde Ap-fonden
Sweden
$6.55M -$257K -2,854 -4%
X
210
Xponance
Pennsylvania
$6.42M +$446K +4,944 +7%
WW
211
Windle Wealth
Oklahoma
$6.38M -$431K -4,781 -6%
LIP
212
Lighthouse Investment Partners
Florida
$6.31M +$6.31M +70,000 New
M&T Bank
213
M&T Bank
New York
$6.24M +$227K +2,523 +4%
CCM
214
Cinctive Capital Management
New York
$6.07M +$6.07M +67,289 New
HighTower Advisors
215
HighTower Advisors
Illinois
$6.04M +$232K +2,566 +4%
Bank of Nova Scotia
216
Bank of Nova Scotia
Ontario, Canada
$6.04M +$1.78M +19,730 +42%
Renaissance Technologies
217
Renaissance Technologies
New York
$5.92M +$5.92M +65,663 New
OPERF
218
Oregon Public Employees Retirement Fund
Oregon
$5.92M +$2.3M +25,496 +63%
MGP
219
Metis Global Partners
California
$5.82M +$559K +6,201 +11%
CI Investments Inc
220
CI Investments Inc
Ontario, Canada
$5.77M -$90.6K -1,005 -2%
PS
221
Presima Securities
Quebec, Canada
$5.76M -$23.7M -262,850 -80%
Truist Financial
222
Truist Financial
North Carolina
$5.75M -$131K -1,448 -2%
LMGAM
223
Liberty Mutual Group Asset Management
Massachusetts
$5.75M +$783K +8,687 +16%
SG Americas Securities
224
SG Americas Securities
New York
$5.67M +$907K +10,056 +19%
PA
225
Pinnacle Associates
New York
$5.55M +$69.2K +767 +1%
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