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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 %
SC
576
Syon Capital
California
$470K +$18.3K +176 +4%
CA
577
Clearstead Advisors
Ohio
$470K +$126K +1,208 +37%
PMA
578
Prudent Man Advisors
Illinois
$469K +$25K +240 +6%
OWP
579
Obermeyer Wealth Partners
Colorado
$465K – – –
MCM
580
Monument Capital Management
Virginia
$460K -$27.1K -260 -6%
JIC
581
Joel Isaacson & Co
New York
$458K – – –
CCP
582
Carmel Capital Partners
California
$455K +$7.3K +70 +2%
AFG
583
Atomi Financial Group
New York
$454K +$136K +1,305 +43%
WTC
584
WhitTier Trust Company
Nevada
$454K +$119K +1,141 +36%
SA
585
SpiderRock Advisors
Delaware
$451K -$5.73K -55 -1%
MFIM
586
Mesirow Financial Investment Management
Illinois
$447K +$313 +3 +0.1%
WS
587
Wedbush Securities
California
$445K -$15.3K -147 -3%
FAT
588
First American Trust
California
$443K +$1.56K +15 +0.4%
Bessemer Group
589
Bessemer Group
New Jersey
$440K +$11K +105 +3%
FCI
590
Financial Counselors Inc
Kansas
$435K -$3.13K -30 -0.7%
DWT
591
Dorsey & Whitney Trust
South Dakota
$434K +$6.36K +61 +1%
PPWP
592
Premier Path Wealth Partners
New Jersey
$433K +$433K +4,151 New
AWM
593
Apollon Wealth Management
South Carolina
$429K -$11.7K -112 -3%
GT
594
Glenview Trust
Kentucky
$426K -$7.4K -71 -2%
HI
595
Harbour Investments
Wisconsin
$423K +$37K +355 +10%
LSAG
596
Lake Street Advisors Group
New Hampshire
$423K +$12.7K +122 +3%
LC
597
LCNB Corp
Ohio
$414K – – –
CFCI
598
Comprehensive Financial Consultants Institutional
Indiana
$413K – – –
VHAM
599
Van Hulzen Asset Management
California
$411K +$411K +3,940 New
PS
600
Principal Securities
Iowa
$410K -$21.5K -206 -5%
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