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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 %
HI
476
Horizon Investments
North Carolina
$903K +$67K +643 +8%
Lazard Asset Management
477
Lazard Asset Management
New York
$888K -$313 -3 -0%
SCM
478
Schnieders Capital Management
California
$875K -$10.4K -100 -1%
OIAM
479
OFI Invest Asset Management
France
$874K +$3.6K +37 +0.4%
CBTWT
480
Community Bank & Trust (Waco, Texas)
Texas
$868K -$12.5K -120 -1%
SC
481
Savant Capital
Illinois
$862K +$44.8K +430 +5%
QCG
482
Quadrant Capital Group
Ohio
$851K +$36.8K +353 +5%
BB
483
Busey Bank
Illinois
$847K -$94.6K -907 -10%
LNWWM
484
Laird Norton Wetherby Wealth Management
California
$847K -$28.1K -270 -3%
QI
485
Qtron Investments
Massachusetts
$844K +$265K +2,540 +46%
AUB
486
Atlantic Union Bankshares
Virginia
$834K -$36.5K -350 -4%
PFS
487
Prospera Financial Services
Texas
$833K +$4.8K +46 +0.6%
DWM
488
Dakota Wealth Management
Florida
$829K +$107K +1,030 +15%
CIC
489
Carnegie Investment Counsel
Ohio
$829K -$16.9K -162 -2%
HFM
490
Harvest Fund Management
China
$821K +$238K +2,278 +41%
GRP
491
Global Retirement Partners
California
$807K +$29K +278 +4%
SFS
492
Stiles Financial Services
Minnesota
$789K +$2.5K +24 +0.3%
SFA
493
Sequoia Financial Advisors
Ohio
$781K -$18.9K -181 -2%
RCIM
494
Red Cedar Investment Management
Michigan
$776K -$178K -1,705 -19%
MOS
495
MGO One Seven
Ohio
$757K -$26.2K -251 -3%
MMG
496
Monetary Management Group
Missouri
$753K – – –
HWM
497
HB Wealth Management
Georgia
$751K +$134K +1,287 +22%
SPA
498
Sherbrooke Park Advisers
New York
$743K -$1.05M -10,066 -59%
OTL
499
Oak Thistle LLC
New York
$740K +$740K +7,097 New
FC
500
Fulcrum Capital
Washington
$739K +$26.3K +252 +4%
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