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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 %
Los Angeles Capital Management
201
Los Angeles Capital Management
California
$14.2M -$20.2M -160,377 -59%
UIM
202
USS Investment Management
United Kingdom
$14.1M -$1.54M -12,269 -10%
Mirae Asset Global Investments
203
Mirae Asset Global Investments
South Korea
$14M +$3.18M +26,544 +29%
Acadian Asset Management
204
Acadian Asset Management
Massachusetts
$13.6M -$3.29M -26,147 -20%
TG
205
TCW Group
California
$13.2M -$2.67M -21,224 -17%
PP
206
Prudential plc
United Kingdom
$13.1M -$2.6M -20,652 -17%
YCM
207
Yousif Capital Management
Michigan
$13M -$345K -2,734 -3%
TW
208
Transform Wealth
Colorado
$12.9M +$1.58M +12,572 +14%
URS
209
Utah Retirement Systems
Utah
$12.9M +$315K +2,500 +3%
CIS
210
Connors Investor Services
Pennsylvania
$12.6M +$5.96M +47,275 +90%
KeyBank National Association
211
KeyBank National Association
Ohio
$12.5M -$117K -927 -0.9%
MGP
212
Metis Global Partners
California
$11.9M +$450K +3,574 +4%
X
213
Xponance
Pennsylvania
$11.4M +$875K +6,946 +8%
CIBC Asset Management
214
CIBC Asset Management
Ontario, Canada
$11.3M +$693K +5,495 +6%
PFSRSONJ
215
Police & Firemen's Retirement System of New Jersey
New Jersey
$11.3M +$11.3M +89,722 New
VLKIM
216
Van Lanschot Kempen Investment Management
Netherlands
$11.2M +$1.81M +14,384 +19%
WBC
217
Westpac Banking Corp
Australia
$11.2M -$1.74M -13,769 -13%
Nomura Holdings
218
Nomura Holdings
Japan
$11.1M +$11.1M +88,167 New
NYLIM
219
New York Life Investment Management
New York
$11.1M -$6.24M -49,526 -36%
HighTower Advisors
220
HighTower Advisors
Illinois
$11M +$1.26K +10 +0%
Cetera Investment Advisers
221
Cetera Investment Advisers
Illinois
$10.9M -$238K -1,887 -2%
CCM
222
Cinctive Capital Management
New York
$10.9M +$10.9M +86,343 New
Commonwealth Equity Services
223
Commonwealth Equity Services
Massachusetts
$10.8M -$1.29M -10,227 -11%
Public Employees Retirement Association of Colorado
224
Public Employees Retirement Association of Colorado
Colorado
$10.6M +$504K +4,001 +5%
Bank of Nova Scotia
225
Bank of Nova Scotia
Ontario, Canada
$10.6M +$694K +5,509 +7%
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