WELL icon

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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$8.33B 89,187,884 +3,257,213 +4%
BlackRock
2
BlackRock
New York
$5.53B 59,134,559 +950,976 +2%
Cohen & Steers
3
Cohen & Steers
New York
$3.69B 39,533,128 -1,313,080 -3%
State Street
4
State Street
Massachusetts
$3.13B 33,548,743 -2,082,080 -6%
Capital International Investors
5
Capital International Investors
California
$2.73B 29,236,326 +6,104,064 +26%
Norges Bank
6
Norges Bank
Norway
$2.54B 27,210,055 +5,451 +0%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$1.55B 16,640,562 +398,349 +2%
Bank of America
8
Bank of America
North Carolina
$1.51B 16,203,034 +1,302,579 +9%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.29B 13,781,004 +590,344 +4%
Principal Financial Group
10
Principal Financial Group
Iowa
$1.16B 12,458,625 -553,875 -4%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$1.07B 11,488,823 -605,946 -5%
Daiwa Securities Group
12
Daiwa Securities Group
Japan
$742M 7,937,875 -48,606 -0.6%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$724M 7,751,799 +161,118 +2%
Legal & General Group
14
Legal & General Group
United Kingdom
$699M 7,485,653 +181,884 +2%
Morgan Stanley
15
Morgan Stanley
New York
$690M 7,387,548 -5,805,700 -44%
Invesco
16
Invesco
Georgia
$677M 7,245,560 -387,360 -5%
RC
17
Resolution Capital
Australia
$641M 6,856,369 +838,029 +14%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$627M 6,709,053 +1,988,912 +42%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$626M 6,699,681 -475,399 -7%
Charles Schwab
20
Charles Schwab
California
$561M 6,008,519 +141,552 +2%
UBS AM
21
UBS AM
Illinois
$548M 5,868,178 +191,330 +3%
CIM
22
Centersquare Investment Management
Pennsylvania
$508M 5,329,248 +849,898 +19%
Northern Trust
23
Northern Trust
Illinois
$507M 5,428,943 -60,133 -1%
Deutsche Bank
24
Deutsche Bank
Germany
$507M 5,422,855 +145,485 +3%
Nuveen Asset Management
25
Nuveen Asset Management
Illinois
$437M 4,675,842 +147,825 +3%
1
2 3 4 5