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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 %
NW
301
Naviter Wealth
Arkansas
$3.07M 32,822 +3,371 +11%
SAM
302
Securian Asset Management
Minnesota
$3.05M 32,598 -2,389 -7%
PL
303
Perpetual Ltd
Australia
$3.03M 32,444 +11,830 +57%
WCA
304
Westover Capital Advisors
Delaware
$3.02M 32,357 -1,082 -3%
Cambridge Investment Research Advisors
305
Cambridge Investment Research Advisors
Iowa
$3.02M 32,286 -1,423 -4%
LSERS
306
Louisiana State Employees Retirement System
Louisiana
$3.01M 32,200 -1,300 -4%
DILIC
307
Dai-ichi Life Insurance Company
Japan
$2.92M 31,197 +14,135 +83%
MFG
308
Merit Financial Group
Georgia
$2.86M 29,823 +26,262 +737%
RRWA
309
Rainey & Randall Wealth Advisors
Florida
$2.85M 30,466 -29 -0.1%
KA
310
Kintegral Advisory
New York
$2.83M 30,300 -94 -0.3%
BRWA
311
B. Riley Wealth Advisors
Florida
$2.82M 34,439 +1,798 +6%
SPFA
312
Summit Place Financial Advisors
New Jersey
$2.81M 30,124 -50 -0.2%
GAM
313
Gotham Asset Management
New York
$2.78M 29,732 +15,057 +103%
William Blair & Company
314
William Blair & Company
Illinois
$2.76M 29,576 -1,428 -5%
PWMAG
315
Pinnacle Wealth Management Advisory Group
New Jersey
$2.75M 29,392 +137 +0.5%
TRCT
316
Tower Research Capital (TRC)
New York
$2.69M 28,776 -59,331 -67%
NMERB
317
New Mexico Educational Retirement Board
New Mexico
$2.6M 27,848 +2,000 +8%
AI
318
Atria Investments
North Carolina
$2.56M 27,371 +4,444 +19%
OC
319
Oppenheimer & Co
New York
$2.55M 27,290 +781 +3%
QCM
320
Quantinno Capital Management
New York
$2.53M 27,057 +2,281 +9%
CGH
321
Crossmark Global Holdings
Texas
$2.49M 26,684 -299 -1%
RBC
322
Romano Brothers & Co
Illinois
$2.48M 26,503 -402 -1%
AP
323
Appleton Partners
Massachusetts
$2.46M 26,319 +1,365 +5%
O
324
Ossiam
France
$2.45M 26,226 +10,789 +70%
EAM
325
Erste Asset Management
Austria
$2.42M 26,100 +9,000 +53%
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