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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 %
DA
551
Drake & Associates
Wisconsin
$546K +$30.1K +289 +6%
EFG
552
Everhart Financial Group
Ohio
$544K +$36.1K +346 +7%
GLA
553
Good Life Advisors
Pennsylvania
$542K +$14.3K +137 +3%
IF
554
Intrua Financial
Texas
$537K +$537K +5,152 New
HI
555
Hendershot Investments
Virginia
$536K -$62.6K -600 -10%
IWM
556
IHT Wealth Management
Illinois
$533K +$6.99K +67 +1%
FTWA
557
Fifth Third Wealth Advisors
Ohio
$531K +$531K +5,094 New
BIA
558
Benchmark Investment Advisors
Illinois
$528K – – –
AWAG
559
ARS Wealth Advisors Group
Florida
$527K – – –
FIA
560
Foundations Investment Advisors
Arizona
$523K +$523K +5,012 New
NFG
561
Nations Financial Group
Iowa
$521K -$15K -144 -3%
OAM
562
Ostrum Asset Management
France
$518K +$29.6K +284 +6%
LI
563
LRI Investments
Florida
$516K – – –
SIA
564
Schechter Investment Advisors
Michigan
$515K +$11.7K +112 +2%
LWAM
565
Legacy Wealth Asset Management
Minnesota
$509K +$31.2K +299 +7%
TBA
566
Tower Bridge Advisors
Pennsylvania
$506K – – –
IAG
567
Investment Advisory Group
Massachusetts
$505K – – –
KWM
568
Kingsview Wealth Management
Oregon
$497K +$158K +1,515 +47%
IAN
569
Integrated Advisors Network
Texas
$495K -$20.6K -198 -4%
ABC
570
Associated Banc-Corp
Wisconsin
$491K +$1.15K +11 +0.2%
KWA
571
Kingswood Wealth Advisors
California
$489K +$489K +4,693 New
CCG
572
Cypress Capital Group
Florida
$484K -$20.5K -197 -4%
GIM
573
Gold Investment Management
Alberta, Canada
$483K -$304K -2,915 -39%
PCIA
574
Prime Capital Investment Advisors
Kansas
$482K -$180K -1,725 -27%
AC
575
AlphaCore Capital
California
$472K +$7.19K +69 +2%
21 22
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