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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 %
BFO
326
Boston Family Office
Massachusetts
$2.39M 25,594 -917 -3%
CC
327
Centiva Capital
New York
$2.39M 25,587 +25,587 New
LM
328
Lincluden Management
Ontario, Canada
$2.39M 25,579 -1,792 -7%
IMPI
329
Ilmarinen Mutual Pension Insurance
Finland
$2.38M 25,500 – –
CB
330
Commerce Bank
Missouri
$2.32M 24,828 -5,932 -19%
BAMF
331
BI Asset Management Fondsmaeglerselskab
Denmark
$2.28M 24,384 -2,372 -9%
GI
332
GAMCO Investors
Connecticut
$2.27M 24,250 +15,000 +162%
RJT
333
Raymond James Trust
Florida
$2.26M 24,154 +828 +4%
NWM
334
Nicola Wealth Management
British Columbia, Canada
$2.24M 17,695 +4,500 +34%
AWM
335
Avitas Wealth Management
California
$2.22M 23,755 +281 +1%
ONSWM
336
Old North State Wealth Management
North Carolina
$2.2M 23,485 +325 +1%
AGM
337
Alpine Global Management
New York
$2.2M 23,500 -34,200 -59%
CA
338
Cetera Advisors
Colorado
$2.17M 23,171 +3,429 +17%
WG
339
Winton Group
United Kingdom
$2.14M 22,953 +22,953 New
PI
340
PineBridge Investments
New York
$2.14M 22,888 +22,888 New
DIA
341
Dean Investment Associates
Ohio
$2.12M 22,678 +106 +0.5%
MWM
342
Moran Wealth Management
Florida
$2.11M 22,598 +3,421 +18%
IIM
343
INTECH Investment Management
Florida
$2.08M 22,294 +13,300 +148%
EOJOAM
344
E. Ohman J:or Asset Management
Sweden
$2.07M 22,204 +1,500 +7%
PAG
345
Private Advisor Group
New Jersey
$2.06M 22,043 -2,661 -11%
UCFA
346
United Capital Financial Advisors
Texas
$2.03M 21,704 -1,095 -5%
TI
347
Tidal Investments
Wisconsin
$1.99M 21,326 +8,082 +61%
LMIM
348
Lockheed Martin Investment Management
Maryland
$1.99M 22,953 -6,900 -23%
KPWS
349
Kestra Private Wealth Services
Texas
$1.95M 20,894 +20,894 New
MYLI
350
Meiji Yasuda Life Insurance
Japan
$1.95M 20,888 +5,990 +40%
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