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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$9.84B 94,377,394 +5,189,510 +6%
BlackRock
2
BlackRock
New York
$6.15B 58,975,979 -158,580 -0.3%
Cohen & Steers
3
Cohen & Steers
New York
$4.06B 38,916,093 -617,035 -2%
Capital International Investors
4
Capital International Investors
California
$3.75B 35,945,382 +6,709,056 +23%
State Street
5
State Street
Massachusetts
$3.71B 35,613,042 +2,064,299 +6%
Norges Bank
6
Norges Bank
Norway
$3.43B 32,912,525 +5,702,470 +21%
Bank of America
7
Bank of America
North Carolina
$1.86B 17,850,017 +1,646,983 +10%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$1.76B 16,888,514 +247,952 +1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.36B 13,090,925 -690,079 -5%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$1.34B 12,825,588 +6,116,535 +91%
Principal Financial Group
11
Principal Financial Group
Iowa
$1.3B 12,439,176 -19,449 -0.2%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$1.09B 10,450,719 -1,038,104 -9%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$815M 7,814,741 +62,942 +0.8%
Morgan Stanley
14
Morgan Stanley
New York
$768M 7,365,916 -21,632 -0.3%
Legal & General Group
15
Legal & General Group
United Kingdom
$764M 7,330,866 -154,787 -2%
Daiwa Securities Group
16
Daiwa Securities Group
Japan
$753M 7,218,284 -719,591 -9%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$717M 6,876,954 +177,273 +3%
Invesco
18
Invesco
Georgia
$717M 6,875,878 -369,682 -5%
RC
19
Resolution Capital
Australia
$711M 6,818,568 -37,801 -0.6%
Charles Schwab
20
Charles Schwab
California
$628M 6,019,881 +11,362 +0.2%
Northern Trust
21
Northern Trust
Illinois
$595M 5,707,187 +278,244 +5%
Deutsche Bank
22
Deutsche Bank
Germany
$575M 5,513,968 +91,113 +2%
CIM
23
Centersquare Investment Management
Pennsylvania
$550M 5,277,715 -51,533 -1%
Nuveen Asset Management
24
Nuveen Asset Management
Illinois
$496M 4,757,865 +82,023 +2%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$435M 4,179,262 -254,554 -6%
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