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Welltower
WELL

Overview Fund Activity

953 hedge funds and large institutions have $52.6B invested in Welltower in 2024 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 391 increasing their positions, 314 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
953
Holders Change
+27
Holders Change %
+2.92%
% of All Funds
13.82%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.29%
New
94
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 %
MPM
476
MBB Public Markets
Illinois
$726K +$726K +7,766 New
LNC
477
Lincoln National Corp
Pennsylvania
$720K -$28K -300 -4%
SFA
478
Sequoia Financial Advisors
Ohio
$717K -$188K -2,015 -21%
GIM
479
Gold Investment Management
Alberta, Canada
$705K -$841 -9 -0.1%
SFS
480
Stiles Financial Services
Minnesota
$705K -$32.6K -349 -4%
DW
481
Dodds Wealth
Colorado
$704K – – –
MOS
482
MGO One Seven
Ohio
$702K -$15.2K -163 -2%
MC
483
Machina Capital
France
$699K +$699K +7,482 New
GRP
484
Global Retirement Partners
California
$698K -$35.4K -379 -5%
EF
485
Empowered Funds
Pennsylvania
$688K +$178K +1,901 +35%
CIA
486
Concurrent Investment Advisors
Florida
$678K -$39.6K -424 -6%
MMG
487
Monetary Management Group
Missouri
$675K -$32.7K -350 -5%
AWA
488
Arkadios Wealth Advisors
Georgia
$658K -$3.18K -34 -0.5%
A
489
AlphaQuest
New York
$656K +$656K +7,023 New
AAS
490
Avantax Advisory Services
Texas
$655K -$255K -2,730 -28%
FMII
491
Farmers & Merchants Investments Inc
Nebraska
$653K – – –
RIA
492
Richwood Investment Advisors
Ohio
$648K -$26.9K -288 -4%
DWM
493
Dakota Wealth Management
Florida
$647K +$128K +1,367 +25%
AI
494
Atom Investors
Texas
$647K +$267K +2,862 +71%
PSF
495
Pacific Sun Financial
California
$644K – – –
FC
496
Fulcrum Capital
Washington
$639K +$14.5K +155 +2%
I
497
InceptionR
California
$635K +$635K +6,798 New
VAS
498
Vestmark Advisory Solutions
Massachusetts
$631K -$28.3K -303 -4%
PWMG
499
Prestige Wealth Management Group
New Jersey
$629K +$621K +6,650 +8,110%
GS
500
GTS Securities
New York
$626K -$751K -8,039 -55%
18 19
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