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Welltower
WELL

Overview Fund Activity

987 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, 435 increasing their positions, 286 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
987
Holders Change
+34
Holders Change %
+3.57%
% of All Funds
14.36%
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
435
Reduced
286
Closed
69
Calls
$122M
Puts
$172M
Net Calls
-$50.1M
Net Calls Change
-$121M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$3.75B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.34B
3
Norges Bank
Norges Bank
Norway
$3.43B
4
Vanguard Group
Vanguard Group
Pennsylvania
$9.84B
5
DPIM
Duff & Phelps Investment Management
Illinois
$255M

Top Sellers

1
UBS AM
UBS AM
Illinois
$97.8M
2
Marshall Wace
Marshall Wace
United Kingdom
$87.9M
3
Boston Partners
Boston Partners
Massachusetts
$0
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.09B
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$195M
Name Holding Trade Value Shares
Change 		Shares
Change %
Pacer Advisors
276
Pacer Advisors
Pennsylvania
$4.39M +$472K +4,531 +12%
AAS
277
Avantax Advisory Services
Texas
$4.31M +$3.58M +34,321 +489%
MPM
278
MBB Public Markets
Illinois
$4.2M +$3.39M +32,509 +419%
Northwestern Mutual Wealth Management
279
Northwestern Mutual Wealth Management
Wisconsin
$4.15M -$107K -1,027 -3%
ECM
280
ExodusPoint Capital Management
New York
$4.07M -$33.8M -324,442 -89%
KBC Group
281
KBC Group
Belgium
$4.05M +$424K +4,065 +12%
OAM
282
Oppenheimer Asset Management
New York
$4.02M +$232K +2,223 +6%
HIMCH
283
Hartford Investment Management Co (HIMCO)
Connecticut
$4M +$267K +2,558 +7%
KFP
284
KMG Fiduciary Partners
Ohio
$3.82M -$1.36K -13 -0%
Corient Private Wealth
285
Corient Private Wealth
Florida
$3.76M +$149K +1,434 +4%
JFG
286
Jefferies Financial Group
New York
$3.7M +$198K +1,900 +6%
GAM
287
Gotham Asset Management
New York
$3.7M +$596K +5,716 +19%
BAMF
288
BI Asset Management Fondsmaeglerselskab
Denmark
$3.69M +$1.15M +11,022 +45%
Brown Advisory
289
Brown Advisory
Maryland
$3.69M -$118K -1,130 -3%
SOAMC
290
Spirit of America Management Corp
New York
$3.67M +$136K +1,300 +4%
MML Investors Services
291
MML Investors Services
Massachusetts
$3.65M +$32.4K +311 +0.9%
NW
292
Naviter Wealth
Arkansas
$3.63M +$211K +2,028 +6%
DLCIG
293
D.L. Carlson Investment Group
New Hampshire
$3.63M -$39.5K -379 -1%
SAM
294
Securian Asset Management
Minnesota
$3.58M +$186K +1,782 +5%
SP
295
Sarasin & Partners
United Kingdom
$3.54M -$212K -2,030 -6%
LSERS
296
Louisiana State Employees Retirement System
Louisiana
$3.52M +$167K +1,600 +5%
PS
297
Pensionfund Sabic
Netherlands
$3.47M – – –
KCM
298
Kornitzer Capital Management
Kansas
$3.45M – – –
ST
299
Spinnaker Trust
Maine
$3.44M +$5.73K +55 +0.2%
NWM
300
Nicola Wealth Management
British Columbia, Canada
$3.42M +$899K +6,300 +36%
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