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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 %
Citadel Advisors
201
Citadel Advisors
Florida
$9.27M -$37.8M -362,634 -80%
VVP
202
Venture Visionary Partners
Ohio
$9.15M -$49.5K -475 -0.5%
LMGAM
203
Liberty Mutual Group Asset Management
Massachusetts
$9.09M +$299K +2,867 +3%
Public Sector Pension Investment Board (PSP Investments)
204
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$9M – – –
Cetera Investment Advisers
205
Cetera Investment Advisers
Illinois
$8.93M +$367K +3,517 +4%
Acadian Asset Management
206
Acadian Asset Management
Massachusetts
$8.87M +$8.79M +84,311 +10,964%
TCOT
207
Trust Company of Toledo
Ohio
$8.81M -$7.4K -71 -0.1%
ATN
208
AMF Tjänstepension
Sweden
$8.67M +$1.84M +17,589 +27%
Rafferty Asset Management
209
Rafferty Asset Management
New York
$8.61M +$1.69M +16,257 +25%
CAPTRUST Financial Advisors
210
CAPTRUST Financial Advisors
North Carolina
$8.6M -$429K -4,112 -5%
GCA
211
GSI Capital Advisors
California
$8.54M +$920K +8,827 +12%
MOACM
212
Mutual of America Capital Management
New York
$8.52M -$761K -7,304 -8%
TAF
213
Tredje AP-fonden
Sweden
$8.49M – – –
Osaic Holdings
214
Osaic Holdings
Arizona
$8.45M -$374K -3,586 -4%
TW
215
Transform Wealth
Colorado
$8.43M +$1.04M +10,000 +14%
X
216
Xponance
Pennsylvania
$8.42M +$421K +4,036 +5%
Mirae Asset Global ETFs Holdings
217
Mirae Asset Global ETFs Holdings
Hong Kong
$8.37M +$8.37M +80,295 New
CIBC Asset Management
218
CIBC Asset Management
Ontario, Canada
$8.33M +$332K +3,181 +4%
Public Employees Retirement Association of Colorado
219
Public Employees Retirement Association of Colorado
Colorado
$8.25M -$4.69K -45 -0.1%
SA
220
Sanctuary Advisors
Indiana
$7.96M +$7.96M +84,358 New
Mariner
221
Mariner
Kansas
$7.94M +$120K +1,154 +2%
MGP
222
Metis Global Partners
California
$7.92M +$1.03M +9,833 +15%
CWM
223
CIBC World Markets
New York
$7.87M -$15.9M -152,320 -67%
M&T Bank
224
M&T Bank
New York
$7.87M +$590K +5,658 +8%
CTC
225
Central Trust Company
Missouri
$7.82M -$231K -2,216 -3%
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