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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 %
BJL
601
Brighton Jones LLC
Washington
$408K +$102K +982 +34%
CHA
602
Carmichael Hill & Associates
Maryland
$405K – – –
SMA
603
Sage Mountain Advisors
Georgia
$404K +$126K +1,206 +45%
FPAS
604
Focus Partners Advisor Solutions
Missouri
$402K -$10.2K -98 -2%
LF
605
LifePlan Financial
Minnesota
$400K -$29.4K -282 -7%
TA
606
Tectonic Advisors
Texas
$400K +$29.2K +280 +8%
PCS
607
Personal CFO Solutions
New Jersey
$399K -$15.8K -152 -4%
PWW
608
Pettyjohn Wood & White
Virginia
$397K -$32.9K -316 -8%
FLPIM
609
F.L. Putnam Investment Management
Massachusetts
$397K +$2.19K +21 +0.6%
EAM
610
Evanson Asset Management
California
$392K +$1.04K +10 +0.3%
BIM
611
Baldwin Investment Management
Pennsylvania
$392K +$46.9K +450 +14%
IAS
612
Investment Advisory Services
Texas
$391K -$42.8K -411 -10%
PCP
613
Proficio Capital Partners
Massachusetts
$390K -$100K -960 -20%
SEP
614
Southland Equity Partners
Missouri
$388K -$92.8K -890 -19%
MC
615
Moors & Cabot
Massachusetts
$387K +$2.61K +25 +0.7%
AF
616
Allworth Financial
California
$386K +$173K +1,615 +81%
WT
617
Whittier Trust
California
$386K +$5.21K +50 +1%
LFA
618
Livelsberger Financial Advisory
Ohio
$383K +$1.56K +15 +0.4%
HKIMG
619
Hutchens & Kramer Investment Management Group
Indiana
$380K +$5.1K +49 +1%
MM
620
MQS Management
New York
$379K -$189K -1,815 -33%
CIM
621
Cambria Investment Management
California
$375K +$35.7K +342 +11%
GVAG
622
Great Valley Advisor Group
Delaware
$374K +$1.46K +14 +0.4%
VFA
623
Valeo Financial Advisors
Indiana
$373K -$2.19K -21 -0.6%
LSPW
624
Lake Street Private Wealth
Illinois
$372K -$4.27K -41 -1%
RVPG
625
Relative Value Partners Group
$372K +$372K +3,565 New
23 24
25
26 27