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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 %
CA
376
Cullinan Associates
Kentucky
$1.79M +$1.19M +11,380 +196%
Focus Partners Wealth
377
Focus Partners Wealth
Massachusetts
$1.77M +$230K +2,206 +15%
VSQM
378
V-Square Quantitative Management
Illinois
$1.76M +$5.42K +52 +0.3%
EIA
379
Edgemoor Investment Advisors
Maryland
$1.72M – – –
SLI
380
Sumitomo Life Insurance
Japan
$1.7M -$219K -2,103 -11%
GAM
381
Groupama Asset Management
France
$1.7M +$971K +9,315 +134%
IEFM
382
IQ EQ Fund Management
Ireland
$1.7M +$1.09M +10,468 +180%
ORC
383
O'Rourke & Company
Massachusetts
$1.69M +$1.88K +18 +0.1%
AWS
384
Atria Wealth Solutions
New York
$1.69M +$206K +1,974 +14%
LCM
385
Liberty Capital Management
Michigan
$1.69M -$23.2K -223 -1%
DADC
386
D.A. Davidson & Co
Montana
$1.69M -$57K -547 -3%
RFN
387
RDA Financial Network
Iowa
$1.68M +$10.8K +104 +0.6%
WA
388
Wambolt & Associates
Colorado
$1.68M +$85K +817 +5%
SSB
389
Sandy Spring Bank
Maryland
$1.63M +$271K +2,600 +20%
OPS
390
Orion Portfolio Solutions
Nebraska
$1.61M +$224K +2,147 +16%
BCI
391
Brinker Capital Investments
Pennsylvania
$1.61M +$224K +2,147 +16%
HAG
392
HighPoint Advisor Group
Illinois
$1.61M +$627K +5,586 +64%
TMAM
393
Tokio Marine Asset Management
Japan
$1.6M +$133K +1,279 +9%
ACMA
394
Arbor Capital Management (Alaska)
Alaska
$1.56M -$17.2K -165 -1%
OSNBOA
395
Old Second National Bank of Aurora
Illinois
$1.56M -$61K -585 -4%
Carson Wealth (CWM LLC)
396
Carson Wealth (CWM LLC)
Nebraska
$1.56M +$124K +1,194 +9%
BA
397
Bard Associates
Illinois
$1.55M -$10.4K -100 -0.7%
VCM
398
Verde Capital Management
Michigan
$1.55M +$292K +2,797 +23%
BEI
399
Benjamin Edwards Inc
Missouri
$1.52M +$974K +9,344 +178%
CNFG
400
Creegan & Nassoura Financial Group
New Hampshire
$1.52M -$32.3K -310 -2%
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