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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 %
DADC
376
D.A. Davidson & Co
Montana
$1.56M 16,716 -69 -0.4%
Assenagon Asset Management
377
Assenagon Asset Management
Luxembourg
$1.56M 16,648 +1,109 +7%
EIA
378
Edgemoor Investment Advisors
Maryland
$1.54M 16,500 – –
LCM
379
Liberty Capital Management
Michigan
$1.53M 16,402 -1,023 -6%
ORC
380
O'Rourke & Company
Massachusetts
$1.52M 16,236 +129 +0.8%
RFN
381
RDA Financial Network
Iowa
$1.5M 16,057 +33 +0.2%
ACMA
382
Arbor Capital Management (Alaska)
Alaska
$1.49M 15,212 +15,212 New
OSNBOA
383
Old Second National Bank of Aurora
Illinois
$1.45M 15,550 -31 -0.2%
BCM
384
Brookstone Capital Management
Illinois
$1.44M 15,402 +15 +0.1%
JF
385
Jump Financial
Illinois
$1.44M 15,392 +7,395 +92%
WA
386
Wambolt & Associates
Colorado
$1.41M 15,357 +2,655 +21%
DCM
387
Dean Capital Management
Kansas
$1.41M 15,042 – –
BA
388
Bard Associates
Illinois
$1.4M 14,987 -33 -0.2%
FTDI
389
First Trust Direct Indexing
Massachusetts
$1.39M 14,886 +2,079 +16%
USAA
390
United Services Automobile Association
Texas
$1.39M 14,869 – –
CNFG
391
Creegan & Nassoura Financial Group
New Hampshire
$1.39M 14,867 -125 -0.8%
Focus Partners Wealth
392
Focus Partners Wealth
Massachusetts
$1.38M 14,753 +244 +2%
NAM
393
NTV Asset Management
West Virginia
$1.35M 14,469 – –
AFA
394
American Financial Advisors
Georgia
$1.33M 14,238 -169 -1%
AWS
395
Atria Wealth Solutions
New York
$1.33M 14,238 -4,997 -26%
FRM
396
Fox Run Management
Connecticut
$1.33M 14,194 +6,097 +75%
A
397
Allianz
Germany
$1.32M 14,135 +14,135 New
TMAM
398
Tokio Marine Asset Management
Japan
$1.31M 14,052 +1,616 +13%
Carson Wealth (CWM LLC)
399
Carson Wealth (CWM LLC)
Nebraska
$1.28M 13,721 +734 +6%
ACM
400
Advance Capital Management
Michigan
$1.27M 13,591 – –
14 15
16
17 18