WELL icon

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 %
RSA
651
River Street Advisors
Illinois
$317K +$27.4K +263 +9%
PA
652
Parallel Advisors
California
$315K +$6.36K +61 +2%
FNBT
653
FineMark National Bank & Trust
Florida
$315K – – –
DP
654
Dearborn Partners
Illinois
$314K +$5.63K +54 +2%
GL
655
Graypoint LLC
New York
$313K +$33.4K +320 +12%
DAC
656
Dividend Assets Capital
South Carolina
$313K – – –
PD
657
Point72 (DIFC)
United Arab Emirates
$309K +$309K +2,965 New
VWA
658
Visionary Wealth Advisors
Illinois
$307K -$41.2K -395 -12%
A
659
AlphaQuest
New York
$303K -$429K -4,112 -59%
KFGK
660
Keystone Financial Group (Kentucky)
Kentucky
$303K -$3.75K -36 -1%
HSA
661
HBK Sorce Advisory
Pennsylvania
$303K +$3.96K +38 +1%
ASN
662
Advisory Services Network
Georgia
$303K -$35.4K -340 -10%
FAIM
663
Financial Advocates Investment Management
Washington
$301K -$1.88K -18 -0.6%
EFS
664
Essex Financial Services
Connecticut
$298K +$34.1K +295 +13%
TW
665
TrinityPoint Wealth
Connecticut
$297K -$25.9K -248 -8%
CI
666
CX Institutional
Indiana
$296K -$4.48K -43 -1%
AWM
667
AE Wealth Management
Kansas
$295K +$295K +2,828 New
P
668
Pitcairn
Pennsylvania
$294K +$37.7K +362 +15%
EH
669
Equitable Holdings
New York
$294K +$1.15K +11 +0.4%
SGI
670
Summit Global Investments
Utah
$294K -$4.58K -44 -2%
CGL
671
Clarius Group LLC
Washington
$294K -$16.8K -161 -5%
KP
672
Keel Point
Alabama
$293K -$45K -384 -13%
SCM
673
Shelton Capital Management
Colorado
$291K -$10.4K -100 -3%
GSEP
674
Golden State Equity Partners
California
$290K +$290K +2,781 New
ATPW
675
Ashton Thomas Private Wealth
Arizona
$289K -$8.03K -77 -3%
25 26
27
28 29