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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 %
AWA
501
Arkadios Wealth Advisors
Georgia
$736K +$1.98K +19 +0.3%
JCIA
502
Jackson Creek Investment Advisors
Colorado
$735K +$735K +7,055 New
FMII
503
Farmers & Merchants Investments Inc
Nebraska
$729K – – –
GWM
504
Geneos Wealth Management
Colorado
$725K +$663K +6,355 +1,059%
GI
505
GAMMA Investing
California
$717K +$258K +2,474 +56%
WPC
506
Wedmont Private Capital
Pennsylvania
$716K +$179K +1,716 +33%
RIA
507
Richwood Investment Advisors
Ohio
$714K -$9.07K -87 -1%
SI
508
Stephens Inc
Arkansas
$704K +$7.4K +71 +1%
PSF
509
Pacific Sun Financial
California
$702K -$15.6K -150 -2%
IWC
510
Integrated Wealth Concepts
Massachusetts
$688K +$12.4K +119 +2%
BFM
511
Boothbay Fund Management
New York
$686K -$556K -5,336 -45%
GSWM
512
Greenup Street Wealth Management
Michigan
$685K +$313 +3 +0%
VAS
513
Vestmark Advisory Solutions
Massachusetts
$683K -$21.1K -202 -3%
SFI
514
Siemens Fonds Invest
Germany
$683K +$70.1K +672 +11%
MAS
515
Madden Advisory Services
Florida
$678K – – –
BHBT
516
Burke & Herbert Bank & Trust
Virginia
$674K +$674K +6,465 New
LFAS
517
Level Four Advisory Services
Texas
$674K -$200K -1,917 -23%
DW
518
Dodds Wealth
Colorado
$673K -$116K -1,107 -15%
DC
519
Davenport & Co
Virginia
$673K +$4.9K +47 +0.7%
AAS
520
Ameritas Advisory Services
Nebraska
$670K +$20.4K +196 +3%
ISL
521
Ingalls & Snyder LLC
New York
$659K – – –
AIP
522
Ameritas Investment Partners
Nebraska
$656K +$31.8K +305 +5%
A
523
Allianz
Germany
$654K -$820K -7,865 -56%
GT
524
Glenmede Trust
Pennsylvania
$642K +$15.4K +148 +2%
EP
525
Edgestream Partners
New Jersey
$642K +$377K +3,616 +142%
19 20
21
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