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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$7.75B 85,930,671 +5,173,079 +6%
BlackRock
2
BlackRock
New York
$5.25B 58,183,583 +5,558,240 +11%
Cohen & Steers
3
Cohen & Steers
New York
$3.68B 40,846,208 +77,093 +0.2%
State Street
4
State Street
Massachusetts
$3.21B 35,630,823 +3,112,062 +10%
Norges Bank
5
Norges Bank
Norway
$2.45B 27,204,604 +8,554 +0%
Capital International Investors
6
Capital International Investors
California
$2.09B 23,132,262 +1,361,150 +6%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$1.46B 16,242,213 -10,577,240 -39%
Bank of America
8
Bank of America
North Carolina
$1.34B 14,900,455 +11,755,119 +374%
Morgan Stanley
9
Morgan Stanley
New York
$1.19B 13,193,248 +6,606,477 +100%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$1.19B 13,190,660 +1,072,977 +9%
Principal Financial Group
11
Principal Financial Group
Iowa
$1.17B 13,012,500 +87,106 +0.7%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$1.09B 12,094,769 -2,213,410 -15%
Daiwa Securities Group
13
Daiwa Securities Group
Japan
$720M 7,986,481 +99,314 +1%
Invesco
14
Invesco
Georgia
$688M 7,632,920 -853,691 -10%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$684M 7,590,681 +340,725 +5%
Legal & General Group
16
Legal & General Group
United Kingdom
$659M 7,303,769 +676,038 +10%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$647M 7,175,080 -107,061 -1%
RC
18
Resolution Capital
Australia
$543M 6,018,340 +536,189 +10%
Charles Schwab
19
Charles Schwab
California
$529M 5,866,967 +479,231 +9%
UBS AM
20
UBS AM
Illinois
$512M 5,676,848 +699,007 +14%
Northern Trust
21
Northern Trust
Illinois
$495M 5,489,076 -1,123,625 -17%
Deutsche Bank
22
Deutsche Bank
Germany
$476M 5,277,370 +1,015,827 +24%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$426M 4,720,141 -839,472 -15%
Nuveen Asset Management
24
Nuveen Asset Management
Illinois
$407M 4,528,017 +442,295 +11%
CIM
25
Centersquare Investment Management
Pennsylvania
$404M 4,479,350 -4,375 -0.1%
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