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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 Holding Trade Value Shares
Change 		Shares
Change %
NRI
426
NFP Retirement Inc
California
$1.01M +$467 +5 +0%
WG
427
Welch Group
Alabama
$1,000K – – –
CGIM
428
Capital Group Investment Management
Singapore
$993K -$4.34M -46,492 -81%
SPIA
429
Steward Partners Investment Advisory
New York
$989K -$12.1K -130 -1%
Baird Financial Group
430
Baird Financial Group
Wisconsin
$984K +$6.17K +66 +0.6%
AA
431
Ancora Advisors
Ohio
$980K -$39.7K -425 -4%
SCTC
432
Sanibel Captiva Trust Company
Florida
$976K -$7.85K -84 -0.8%
Arrowstreet Capital
433
Arrowstreet Capital
Massachusetts
$974K -$383K -4,098 -28%
XT
434
XTX Topco
Cayman Islands
$969K +$969K +10,368 New
LFM
435
LGT Fund Management
Liechtenstein
$957K +$957K +10,237 New
LOAMS
436
Lombard Odier Asset Management (Switzerland)
Switzerland
$949K +$949K +10,153 New
PI
437
PFG Investments
New York
$942K +$140K +1,500 +17%
AAIM
438
American Assets Investment Management
California
$934K – – –
SCM
439
Stevens Capital Management
Pennsylvania
$932K -$578K -6,193 -38%
PAM
440
Panagora Asset Management
Massachusetts
$914K – – –
Man Group
441
Man Group
United Kingdom
$906K +$906K +9,699 New
JWM
442
Jeppson Wealth Management
California
$900K -$2.34K -25 -0.3%
BCMO
443
Buckingham Capital Management (Ohio)
Ohio
$891K +$891K +9,540 New
Lido Advisors
444
Lido Advisors
California
$872K +$2.15K +23 +0.2%
HAG
445
HighPoint Advisor Group
Illinois
$867K +$14.7K +148 +2%
RCIM
446
Red Cedar Investment Management
Michigan
$854K +$854K +9,144 New
CCA
447
Checchi Capital Advisers
California
$852K +$46.7K +500 +6%
S
448
SignatureFD
Georgia
$851K +$53.9K +577 +7%
TWM
449
Trueblood Wealth Management
Ohio
$847K +$10.2K +109 +1%
BB
450
Busey Bank
Illinois
$844K -$67.5K -722 -7%
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