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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 %
SI
501
Stephens Inc
Arkansas
$624K -$15.3K -164 -2%
GSWM
502
Greenup Street Wealth Management
Michigan
$614K – – –
MF
503
Magnetar Financial
Illinois
$612K -$3.36M -35,964 -85%
MAS
504
Madden Advisory Services
Florida
$608K -$10.9K -117 -2%
IWC
505
Integrated Wealth Concepts
Massachusetts
$606K -$136K -1,454 -18%
SFG
506
Summit Financial Group
West Virginia
$604K -$46.7K -500 -7%
DC
507
Davenport & Co
Virginia
$598K +$81.8K +875 +16%
PCIA
508
Prime Capital Investment Advisors
Kansas
$594K +$21.2K +227 +4%
ISL
509
Ingalls & Snyder LLC
New York
$591K -$14K -150 -2%
AAS
510
Ameritas Advisory Services
Nebraska
$588K +$272K +2,879 +86%
CW
511
CreativeOne Wealth
Kansas
$572K +$68.1K +729 +14%
AAM
512
Azzad Asset Management
Virginia
$568K +$4.86K +52 +0.9%
GT
513
Glenmede Trust
Pennsylvania
$562K +$49.2K +527 +10%
VFA
514
Values First Advisors
Tennessee
$562K +$23.6K +253 +4%
WHG
515
Westwood Holdings Group
Texas
$561K -$281K -3,000 -33%
AIP
516
Ameritas Investment Partners
Nebraska
$559K -$17.5K -187 -3%
DCM
517
Dudley Capital Management
Virginia
$559K -$6.9K -75 -1%
HWM
518
HB Wealth Management
Georgia
$553K +$27.3K +292 +5%
SFI
519
Siemens Fonds Invest
Germany
$549K +$7.76K +83 +1%
VF
520
Virtu Financial
New York
$548K +$548K +5,867 New
CI
521
Cigna Investments
Connecticut
$547K +$15.6K +167 +3%
CFGS
522
Concourse Financial Group Securities
Alabama
$546K -$4.58K -49 -0.8%
PIA
523
Panoramic Investment Advisors
Colorado
$544K -$37.4K -400 -6%
JIC
524
Johnson Investment Counsel
Ohio
$544K +$4.77K +51 +0.9%
CA
525
Cullinan Associates
Kentucky
$543K +$543K +5,810 New
19 20
21
22 23