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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 %
FFA
401
Fairfield Financial Advisors
Massachusetts
$1.52M +$1.52M +14,535 New
NAM
402
NTV Asset Management
West Virginia
$1.51M -$2.61K -25 -0.2%
TI
403
Tidal Investments
Wisconsin
$1.5M -$724K -6,949 -33%
LMIM
404
Lockheed Martin Investment Management
Maryland
$1.5M -$897K -8,603 -37%
USAA
405
United Services Automobile Association
Texas
$1.44M -$106K -1,012 -7%
ET
406
Entropy Technologies
New York
$1.44M +$1.44M +13,794 New
ACM
407
Advance Capital Management
Michigan
$1.43M +$8.55K +82 +0.6%
AFA
408
American Financial Advisors
Georgia
$1.42M -$65.6K -629 -4%
IMRF
409
Illinois Municipal Retirement Fund
Illinois
$1.4M -$5.11M -49,008 -78%
Point72 Asset Management
410
Point72 Asset Management
Connecticut
$1.39M +$1.39M +13,324 New
WB
411
WesBanco Bank
West Virginia
$1.38M -$13.7K -131 -1%
AG
412
AIA Group
Hong Kong
$1.38M +$83.4K +800 +6%
CL
413
Choreo LLC
Illinois
$1.36M +$1.36M +13,095 New
WI
414
Wahed Invest
New York
$1.34M +$1.34M +12,868 New
ONSWM
415
Old North State Wealth Management
North Carolina
$1.33M -$1.12M -10,699 -46%
IMCOOI
416
Investment Management Corp of Ontario (IMCO)
Canada
$1.32M +$386K +3,700 +41%
MAS
417
Meeder Advisory Services
Ohio
$1.3M +$400K +3,836 +44%
GBA
418
Garrison Bradford & Associates
New York
$1.29M – – –
PP
419
Paloma Partners
Connecticut
$1.27M +$1.27M +12,211 New
BFG
420
Bleakley Financial Group
New Jersey
$1.27M +$8.65K +83 +0.7%
SW
421
Simplicity Wealth
New Jersey
$1.27M +$11.8K +113 +0.9%
WA
422
Waverly Advisors
Alabama
$1.25M +$26.1K +250 +2%
PS
423
Presima Securities
Quebec, Canada
$1.24M -$4.41M -42,300 -78%
LFM
424
LGT Fund Management
Liechtenstein
$1.24M +$170K +1,627 +16%
CPIA
425
Cornell Pochily Investment Advisors
New York
$1.23M +$13.3K +128 +1%
15 16
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