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Welltower
WELL

Overview Fund Activity

1,110 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, 456 increasing their positions, 322 reducing their positions, and 76 closing their positions.

Holders
1,110
Holders Change
+64
Holders Change %
+6.12%
% of All Funds
14.78%
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
456
Reduced
322
Closed
76
Calls
$155M
Puts
$295M
Net Calls
-$140M
Net Calls Change
-$25.8M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$3.94B
2
BlackRock
2
BlackRock
New York
$8.18B
3
Northern Trust
3
Northern Trust
Illinois
$1.06B
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$12.4B
5
Bank of America
5
Bank of America
North Carolina
$2.36B

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 Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$12.4B 98,295,258 +2,612,044 +3%
BlackRock
2
BlackRock
New York
$8.18B 64,901,077 +3,364,141 +5%
Cohen & Steers
3
Cohen & Steers
New York
$4.78B 37,910,647 -115,091 -0.3%
Capital International Investors
4
Capital International Investors
California
$4.67B 37,096,408 +318,496 +0.9%
State Street
5
State Street
Massachusetts
$4.59B 36,436,383 +806,612 +2%
Norges Bank
6
Norges Bank
Norway
$3.94B 31,293,282 +31,293,282 New
Bank of America
7
Bank of America
North Carolina
$2.36B 18,706,788 +1,652,611 +10%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$2.35B 18,675,122 -10,722 -0.1%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$1.99B 15,782,795 +1,354,231 +9%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$1.71B 13,558,841 +644,494 +5%
Principal Financial Group
11
Principal Financial Group
Iowa
$1.5B 11,908,639 -266,153 -2%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$1.28B 10,140,738 -2,591,848 -20%
Northern Trust
13
Northern Trust
Illinois
$1.06B 8,430,496 +2,939,229 +54%
UBS AM
14
UBS AM
Illinois
$962M 7,632,705 +712,279 +10%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$942M 7,475,809 -282,630 -4%
Invesco
16
Invesco
Georgia
$936M 7,424,997 +6,651 +0.1%
Morgan Stanley
17
Morgan Stanley
New York
$892M 7,074,482 -116,049 -2%
Legal & General Group
18
Legal & General Group
United Kingdom
$868M 6,890,101 -237,440 -3%
DZ Bank
19
DZ Bank
Germany
$821M 6,518,273 +233,519 +4%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$794M 6,301,468 -49,962 -0.8%
Daiwa Securities Group
21
Daiwa Securities Group
Japan
$786M 6,239,086 -459,753 -7%
Charles Schwab
22
Charles Schwab
California
$766M 6,078,738 +12,525 +0.2%
RC
23
Resolution Capital
Australia
$727M 5,769,173 -332,651 -5%
Deutsche Bank
24
Deutsche Bank
Germany
$631M 5,003,103 +254,556 +5%
CIM
25
Centersquare Investment Management
Pennsylvania
$617M 4,894,411 -272,322 -5%
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