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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 %
Verition Fund Management
351
Verition Fund Management
Connecticut
$2.22M -$2.21M -21,169 -50%
SWP
352
Stratos Wealth Partners
Ohio
$2.21M +$1.68M +16,156 +320%
KA
353
Kintegral Advisory
New York
$2.21M -$950K -9,113 -30%
BBVA
354
Banco Bilbao Vizcaya Argentaria
Spain
$2.16M +$235K +2,250 +12%
IC
355
IEQ Capital
California
$2.14M +$236K +2,261 +12%
PPWP
356
Proquility Private Wealth Partners
Nevada
$2.14M +$29K +278 +1%
GCM
357
Greenland Capital Management
New York
$2.13M +$2.13M +20,400 New
UCFA
358
United Capital Financial Advisors
Texas
$2.11M -$149K -1,426 -7%
BCV
359
Banque Cantonale Vaudoise
Switzerland
$2.09M +$946K +9,075 +83%
PAG
360
Private Advisor Group
New Jersey
$2.08M -$222K -2,125 -10%
SBIA
361
Sheaff Brock Investment Advisors
Indiana
$2.02M -$142K -1,362 -7%
CIA
362
Concurrent Investment Advisors
Florida
$2.02M +$1.26M +12,092 +167%
NIM
363
NEOS Investment Management
Connecticut
$2.01M +$623K +5,976 +45%
KRSITF
364
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.01M +$106K +1,020 +6%
OAC
365
OMERS Administration Corp
Ontario, Canada
$2.01M +$2.01M +19,259 New
CIA
366
Capital Investment Advisors
Georgia
$2M -$76.2K -731 -4%
GFS
367
GYL Financial Synergies
Connecticut
$1.99M +$54.6K +524 +3%
NMIMC
368
Northwestern Mutual Investment Management Company
Wisconsin
$1.98M +$153K +1,467 +8%
Wolverine Trading
369
Wolverine Trading
Illinois
$1.97M +$1.97M +18,907 New
FC
370
Forte Capital
New York
$1.95M -$164K -1,569 -8%
BPA
371
Beacon Pointe Advisors
California
$1.92M +$105K +1,009 +6%
PCM
372
Prelude Capital Management
New York
$1.86M +$1.86M +17,819 New
Vontobel Holding
373
Vontobel Holding
Switzerland
$1.85M -$90K -863 -5%
FTDI
374
First Trust Direct Indexing
Massachusetts
$1.84M +$286K +2,748 +18%
Assenagon Asset Management
375
Assenagon Asset Management
Luxembourg
$1.8M +$60.8K +583 +4%
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