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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 %
SAM
626
Smartleaf Asset Management
Massachusetts
$370K +$69.8K +675 +23%
FMLI
627
Fukoku Mutual Life Insurance
Japan
$367K -$66.8K -641 -15%
BFEC
628
Benjamin F. Edwards & Company
Missouri
$367K +$113K +1,080 +44%
PP
629
PDS Planning
Ohio
$360K +$8.34K +80 +2%
CA
630
Commerzbank Aktiengesellschaft
Germany
$359K +$25.8K +247 +8%
EWA
631
EP Wealth Advisors
California
$357K +$4.27K +41 +1%
CA
632
CoreCap Advisors
Michigan
$354K +$3.23K +31 +0.9%
PWPS
633
Pinnacle Wealth Planning Services
Ohio
$354K – – –
SWA
634
SFMG Wealth Advisors
Texas
$350K -$6.46K -62 -2%
PSFG
635
Prairie Sky Financial Group
Illinois
$347K – – –
PWMG
636
Pinnacle Wealth Management Group
Michigan
$346K – – –
SYBT
637
Stock Yards Bank & Trust
Kentucky
$345K -$8.55K -82 -2%
CC
638
Corton Capital
Ontario, Canada
$344K +$344K +3,295 New
JWCA
639
J.W. Cole Advisors
Florida
$343K -$18.6K -178 -5%
SW
640
SVB Wealth
Massachusetts
$342K -$151K -1,451 -31%
BHA
641
Beech Hill Advisors
New York
$339K – – –
ECM
642
Evergreen Capital Management
Washington
$338K +$62.3K +598 +23%
CTC
643
Cetera Trust Company
Minnesota
$336K – – –
ACA
644
Aptus Capital Advisors
Alabama
$332K +$52.2K +501 +19%
MGP
645
M&G plc
United Kingdom
$331K +$331K +3,181 New
MNBTD
646
Moody National Bank Trust Division
Texas
$330K – – –
TC
647
TownSquare Capital
Utah
$328K +$44.9K +431 +16%
CI
648
Conning Inc
Connecticut
$325K +$15.6K +150 +5%
CSPIA
649
Cary Street Partners Investment Advisory
Virginia
$323K +$323K +3,101 New
DAS
650
Dynamic Advisor Solutions
Arizona
$321K -$66.3K -636 -17%
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