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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
+$699M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$638M
3
Norges Bank
Norges Bank
Norway
+$594M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$541M
5
DPIM
Duff & Phelps Investment Management
Illinois
+$255M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$514M
2
Marshall Wace
Marshall Wace
United Kingdom
-$138M
3
Boston Partners
Boston Partners
Massachusetts
-$123M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$108M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$99.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCA
301
Westover Capital Advisors
Delaware
$3.42M +$48.2K +462 +1%
TF
302
Trek Financial
Arizona
$3.41M +$3.41M +32,724 New
QCM
303
Quantinno Capital Management
New York
$3.39M +$573K +5,494 +20%
VU
304
Vanderbilt University
Tennessee
$3.32M +$2.14M +20,528 +182%
Cambridge Investment Research Advisors
305
Cambridge Investment Research Advisors
Iowa
$3.26M -$104K -996 -3%
BRWA
306
B. Riley Wealth Advisors
Florida
$3.21M -$377K -3,618 -11%
Mercer Global Advisors
307
Mercer Global Advisors
Colorado
$3.21M +$115K +2,602 +4%
RRWA
308
Rainey & Randall Wealth Advisors
Florida
$3.18M +$2.5K +24 +0.1%
IIM
309
INTECH Investment Management
Florida
$3.18M +$854K +8,191 +37%
PL
310
Perpetual Ltd
Australia
$3.16M -$227K -2,180 -7%
MFG
311
Merit Financial Group
Georgia
$3.12M +$12.9K +124 +0.4%
SPFA
312
Summit Place Financial Advisors
New Jersey
$3.12M -$25K -240 -0.8%
William Blair & Company
313
William Blair & Company
Illinois
$3.08M +$1.04K +10 +0%
Impax Asset Management Group
314
Impax Asset Management Group
United Kingdom
$3.07M -$2.19M -20,975 -42%
DILIC
315
Dai-ichi Life Insurance Company
Japan
$3.05M -$203K -1,950 -6%
AC
316
Allstate Corporation
Illinois
$3.04M +$3.04M +29,166 New
PWMAG
317
Pinnacle Wealth Management Advisory Group
New Jersey
$3.04M -$25.1K -241 -0.8%
AI
318
Atria Investments
North Carolina
$3.04M +$185K +1,774 +6%
CGH
319
Crossmark Global Holdings
Texas
$2.93M +$150K +1,436 +5%
OC
320
Oppenheimer & Co
New York
$2.93M +$82.6K +792 +3%
NMERB
321
New Mexico Educational Retirement Board
New Mexico
$2.9M – – –
BCMO
322
Buckingham Capital Management (Ohio)
Ohio
$2.89M +$1.9M +18,200 +191%
KAS
323
Kestra Advisory Services
Texas
$2.86M +$1.11M +10,601 +63%
O
324
Ossiam
France
$2.86M +$124K +1,185 +5%
DIA
325
Dean Investment Associates
Ohio
$2.85M +$483K +4,634 +20%
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