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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 %
QIM
451
Quantitative Investment Management
Virginia
$1.02M +$1.02M +9,746 New
NA
452
NewEdge Advisors
Louisiana
$1.01M +$88.4K +848 +10%
JWM
453
Jeppson Wealth Management
California
$1M -$1.04K -10 -0.1%
GWMR
454
GC Wealth Management RIA
Massachusetts
$995K +$655K +6,286 +193%
FRA
455
Frank Rimerman Advisors
California
$994K +$990K +9,500 +27,143%
DT
456
Diversified Trust
Tennessee
$994K +$582K +5,579 +141%
Nomura Holdings
457
Nomura Holdings
Japan
$980K +$520K +4,986 +113%
EF
458
Empowered Funds
Pennsylvania
$980K +$212K +2,033 +28%
AAM
459
Azzad Asset Management
Virginia
$976K +$343K +3,286 +54%
Federated Hermes
460
Federated Hermes
Pennsylvania
$973K +$153K +1,470 +19%
GFA
461
Gallagher Fiduciary Advisors
Illinois
$973K +$119K +1,137 +14%
CCA
462
Checchi Capital Advisers
California
$971K +$19.9K +191 +2%
Baird Financial Group
463
Baird Financial Group
Wisconsin
$967K -$131K -1,255 -12%
CCM
464
Coldstream Capital Management
Washington
$967K +$115K +1,104 +14%
PA
465
Profund Advisors
Maryland
$966K +$95.4K +915 +11%
S
466
SignatureFD
Georgia
$964K +$14.8K +142 +2%
CW
467
CreativeOne Wealth
Kansas
$956K +$318K +3,053 +50%
AA
468
Ancora Advisors
Ohio
$955K -$138K -1,325 -13%
TWM
469
Trueblood Wealth Management
Ohio
$945K +$104 +1 +0%
GT
470
Greenleaf Trust
Michigan
$940K +$115K +1,107 +14%
TL
471
Tradewinds LLC
North Carolina
$932K +$932K +8,938 New
PCM
472
Penserra Capital Management
California
$926K +$63.9K +612 +7%
FDCDDQ
473
Federation des caisses Desjardins du Quebec
Quebec, Canada
$925K +$412K +3,948 +80%
BCM
474
Brookstone Capital Management
Illinois
$917K -$728K -6,813 -44%
PAM
475
Panagora Asset Management
Massachusetts
$915K -$104K -999 -10%
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