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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 %
GC
201
Gillson Capital
Illinois
$8.27M 88,500 +88,500 New
VVP
202
Venture Visionary Partners
Ohio
$8.25M 88,243 -1,607 -2%
DnB Asset Management
203
DnB Asset Management
Norway
$8.24M 88,138 -17,615 -17%
CAPTRUST Financial Advisors
204
CAPTRUST Financial Advisors
North Carolina
$8.1M 86,636 -2,314 -3%
Public Sector Pension Investment Board (PSP Investments)
205
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$8.07M 86,349 -34,607 -29%
PP
206
Prudential plc
United Kingdom
$8.03M 85,931 +46,292 +117%
Osaic Holdings
207
Osaic Holdings
Arizona
$7.91M 84,603 -27,245 -24%
TCOT
208
Trust Company of Toledo
Ohio
$7.9M 84,569 -2,648 -3%
LMGAM
209
Liberty Mutual Group Asset Management
Massachusetts
$7.88M 84,296 +20,563 +32%
Cetera Investment Advisers
210
Cetera Investment Advisers
Illinois
$7.68M 82,174 +69,078 +527%
Caisse de Depot et Placement du Quebec (CDPQ)
211
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$7.62M 81,600 +81,600 New
TAF
212
Tredje AP-fonden
Sweden
$7.61M 81,421 -37,826 -32%
FAF
213
Fjarde Ap-fonden
Sweden
$7.54M 80,639 +8,000 +11%
Public Employees Retirement Association of Colorado
214
Public Employees Retirement Association of Colorado
Colorado
$7.4M 79,190 +3,165 +4%
CTC
215
Central Trust Company
Missouri
$7.22M 77,242 -3,913 -5%
QT
216
Quantbot Technologies
New York
$7.19M 76,926 -15,487 -17%
CIBC Asset Management
217
CIBC Asset Management
Ontario, Canada
$7.17M 76,738 +2,386 +3%
X
218
Xponance
Pennsylvania
$7.17M 76,735 +5,511 +8%
Mariner
219
Mariner
Kansas
$7.01M 74,995 -18,837 -20%
AAF
220
Andra AP-fonden
Sweden
$6.96M 74,500 -6,700 -8%
Teacher Retirement System of Texas
221
Teacher Retirement System of Texas
Texas
$6.92M 74,066 -47,581 -39%
GCA
222
GSI Capital Advisors
California
$6.83M 73,089 +73,089 New
WW
223
Windle Wealth
Oklahoma
$6.7M 71,676 +968 +1%
TW
224
Transform Wealth
Colorado
$6.62M 70,863 -3,927 -5%
Mercer Global Advisors
225
Mercer Global Advisors
Colorado
$6.53M 69,844 +43,770 +168%
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