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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 %
VF
526
Virtu Financial
New York
$641K +$29.1K +279 +5%
CG
527
Caprock Group
Idaho
$641K +$90.5K +868 +16%
CI
528
Cigna Investments
Connecticut
$639K +$28.2K +270 +5%
DCM
529
Dudley Capital Management
Virginia
$633K – – –
JIC
530
Johnson Investment Counsel
Ohio
$630K +$23.1K +222 +4%
VFA
531
Values First Advisors
Tennessee
$628K +$1.04K +10 +0.2%
SBF
532
Sara-Bay Financial
Florida
$626K +$68.3K +655 +12%
CFGS
533
Concourse Financial Group Securities
Alabama
$617K +$8.24K +79 +1%
AAIS
534
ABN AMRO Investment Solutions
$617K +$389K +3,736 +171%
Capstone Investment Advisors
535
Capstone Investment Advisors
New York
$599K -$23.4M -224,401 -98%
NP
536
NorthRock Partners
Minnesota
$595K -$5.32K -51 -0.9%
B
537
Bailard
California
$587K -$6.67K -64 -1%
HNB
538
Huntington National Bank
Ohio
$587K +$3.13K +30 +0.5%
JF
539
Jump Financial
Illinois
$587K -$1.02M -9,764 -63%
RPCONE
540
Retirement Planning Company of New England
Rhode Island
$587K +$1.56K +15 +0.3%
P
541
&Partners
Tennessee
$575K +$296K +2,844 +106%
LK
542
Lumbard & Kellner
New Hampshire
$573K – – –
HAG
543
HF Advisory Group
Maryland
$573K +$626 +6 +0.1%
BP
544
Ballentine Partners
Massachusetts
$571K +$68.9K +661 +14%
ETC
545
Exchange Traded Concepts
Oklahoma
$563K -$19.5K -187 -3%
CC
546
Centiva Capital
New York
$561K -$2.11M -20,205 -79%
EI
547
Ellevest Inc
New York
$561K +$68.4K +656 +14%
IWA
548
IBEX Wealth Advisors
New Jersey
$558K +$558K +5,348 New
TYCC
549
Texas Yale Capital Corp
Florida
$549K +$24.4K +234 +5%
LWM
550
LongView Wealth Management
Georgia
$548K +$14.8K +142 +3%
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