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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
WB
401
WesBanco Bank
West Virginia
$1.25M +$4.21K +45 +0.3%
NIM
402
NEOS Investment Management
Connecticut
$1.25M +$515K +5,510 +70%
OPS
403
Orion Portfolio Solutions
Nebraska
$1.24M -$45.4K -486 -4%
BCI
404
Brinker Capital Investments
Pennsylvania
$1.24M -$45.4K -486 -4%
SSB
405
Sandy Spring Bank
Maryland
$1.22M +$93.6K +1,002 +8%
AG
406
AIA Group
Hong Kong
$1.16M -$56.1K -600 -5%
GBA
407
Garrison Bradford & Associates
New York
$1.16M – – –
PMG
408
ProVise Management Group
Florida
$1.14M -$197K -2,112 -15%
PAS
409
Park Avenue Securities
New York
$1.14M +$70.6K +756 +7%
BFG
410
Bleakley Financial Group
New Jersey
$1.13M +$124K +1,327 +12%
SW
411
Simplicity Wealth
New Jersey
$1.13M +$1.13M +12,042 New
VCM
412
Verde Capital Management
Michigan
$1.12M +$662K +7,088 +143%
SCA
413
Snowden Capital Advisors
New York
$1.12M +$119K +1,277 +12%
BFM
414
Boothbay Fund Management
New York
$1.11M -$7.57K -81 -0.7%
MCM
415
McKinley Capital Management
Alaska
$1.11M +$148K +1,586 +15%
CPIA
416
Cornell Pochily Investment Advisors
New York
$1.09M -$34.1K -365 -3%
WA
417
Waverly Advisors
Alabama
$1.09M +$108K +1,161 +11%
AIMCA
418
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.09M – – –
BS
419
Banco Santander
Spain
$1.09M -$14K -150 -1%
VU
420
Vanderbilt University
Tennessee
$1.06M +$818K +8,757 +344%
IW
421
Imprint Wealth
South Carolina
$1.05M – – –
BCV
422
Banque Cantonale Vaudoise
Switzerland
$1.02M -$2.12M -22,734 -67%
GWM
423
Gray Wealth Management
Maine
$1.02M -$5.89K -63 -0.6%
IAA
424
Independent Advisor Alliance
North Carolina
$1.02M -$100K -1,073 -9%
OIA
425
OneDigital Investment Advisors
Kansas
$1.02M +$10K +107 +1%
15 16
17
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