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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
14.35%
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 %
MCM
426
McKinley Capital Management
Alaska
$1.23M -$12.7K -122 -1%
PMG
427
ProVise Management Group
Florida
$1.22M -$51.5K -494 -4%
OIA
428
OneDigital Investment Advisors
Kansas
$1.22M +$85.5K +820 +8%
LOAMS
429
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.22M +$160K +1,532 +15%
SPIA
430
Steward Partners Investment Advisory
New York
$1.2M +$102K +974 +9%
BS
431
Banco Santander
Spain
$1.2M -$15.6K -150 -1%
SCA
432
Snowden Capital Advisors
New York
$1.19M -$54.5K -523 -4%
PAS
433
Park Avenue Securities
New York
$1.17M -$97.2K -933 -8%
IAA
434
Independent Advisor Alliance
North Carolina
$1.15M +$16.9K +162 +1%
UFF
435
USA Financial Formulas
Michigan
$1.14M +$1.14M +10,940 New
GWM
436
Gray Wealth Management
Maine
$1.14M -$3.23K -31 -0.3%
SSA
437
Schonfeld Strategic Advisors
New York
$1.12M -$5.05M -48,394 -82%
WG
438
Welch Group
Alabama
$1.12M – – –
NRI
439
NFP Retirement Inc
California
$1.1M -$18.5K -177 -2%
PAM
440
Paradigm Asset Management
New York
$1.1M +$990K +9,500 +915%
CIS
441
Capital International Sarl
California
$1.09M +$1.09M +10,457 New
Arrowstreet Capital
442
Arrowstreet Capital
Massachusetts
$1.09M – – –
PI
443
PFG Investments
New York
$1.07M +$24.1K +231 +2%
Lido Advisors
444
Lido Advisors
California
$1.07M +$99.4K +953 +10%
Walleye Capital
445
Walleye Capital
New York
$1.07M +$470K +4,512 +79%
SCTC
446
Sanibel Captiva Trust Company
Florida
$1.06M -$27.8K -267 -3%
NRD
447
Nebula Research & Development
New York
$1.05M +$1.05M +10,033 New
AAIM
448
American Assets Investment Management
California
$1.04M – – –
CAS
449
CTC Alternative Strategies
Illinois
$1.04M +$1.04M +9,997 New
AACA
450
American Assets Capital Advisers
California
$1.02M +$1.02M +9,753 New
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