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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 %
GM
326
GeoWealth Management
Illinois
$2.83M +$954K +9,150 +51%
KPWS
327
Kestra Private Wealth Services
Texas
$2.8M +$620K +5,946 +28%
AP
328
Appleton Partners
Massachusetts
$2.73M -$12K -115 -0.4%
RBC
329
Romano Brothers & Co
Illinois
$2.73M -$36.5K -350 -1%
BFO
330
Boston Family Office
Massachusetts
$2.69M +$21.6K +207 +0.8%
LM
331
Lincluden Management
Ontario, Canada
$2.67M – – –
IMPI
332
Ilmarinen Mutual Pension Insurance
Finland
$2.66M – – –
EAM
333
Erste Asset Management
Austria
$2.62M -$82.7K -800 -3%
FC
334
FORA Capital
Florida
$2.61M +$2.61M +25,080 New
RJT
335
Raymond James Trust
Florida
$2.57M +$53.4K +512 +2%
EOJOAM
336
E. Ohman J:or Asset Management
Sweden
$2.54M +$229K +2,200 +10%
GI
337
GAMCO Investors
Connecticut
$2.53M – – –
XT
338
XTX Topco
Cayman Islands
$2.52M +$1.44M +13,767 +133%
AWM
339
Avitas Wealth Management
California
$2.48M +$6.78K +65 +0.3%
MCM
340
MAI Capital Management
Ohio
$2.46M +$387K +3,710 +19%
CB
341
Commerce Bank
Missouri
$2.43M -$158K -1,512 -6%
MYLI
342
Meiji Yasuda Life Insurance
Japan
$2.41M +$235K +2,250 +11%
MYAM
343
Meiji Yasuda Asset Management
Japan
$2.37M +$322K +3,084 +16%
LA
344
LBP AM
France
$2.36M +$2.36M +22,626 New
CCIA
345
Campbell & Co Investment Adviser
Maryland
$2.32M +$2.32M +22,282 New
FCM
346
FJ Capital Management
Virginia
$2.3M +$225K +2,162 +11%
Jones Financial Companies
347
Jones Financial Companies
Missouri
$2.29M +$1.44M +13,850 +170%
AGM
348
Alpine Global Management
New York
$2.29M -$156K -1,500 -6%
MWM
349
Moran Wealth Management
Florida
$2.27M -$87.2K -836 -4%
Envestnet Portfolio Solutions
350
Envestnet Portfolio Solutions
Illinois
$2.26M +$82.4K +790 +4%
12 13
14
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