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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 %
STA
676
Summit Trail Advisors
New York
$288K +$15.9K +153 +6%
NP
677
Nilsine Partners
Colorado
$288K +$18.6K +178 +7%
AC
678
Abbrea Capital
California
$288K -$57.2K -550 -17%
1WA
679
180 Wealth Advisors
Washington
$286K +$23.7K +226 +9%
FAG
680
Fortitude Advisory Group
Washington
$286K -$1.56K -15 -0.5%
SWP
681
Strategic Wealth Partners
Ohio
$283K +$283K +2,718 New
Koshinski Asset Management
682
Koshinski Asset Management
Illinois
$279K -$71.7K -684 -20%
BC
683
Bowman & Company
Wisconsin
$278K – – –
HIC
684
Hartline Investment Corp
Illinois
$276K +$276K +2,652 New
BWP
685
Balboa Wealth Partners
Arizona
$274K -$1.04K -10 -0.4%
BF
686
BOK Financial
Oklahoma
$272K -$834 -8 -0.3%
I
687
InceptionR
California
$271K -$438K -4,197 -62%
RFA
688
Register Financial Advisors
Georgia
$271K – – –
LFA
689
Legacy Financial Advisors
Kentucky
$269K +$28.6K +274 +12%
SIAG
690
Safeguard Investment Advisory Group
California
$268K -$7.3K -70 -3%
WBG
691
Wharton Business Group
Pennsylvania
$266K – – –
PPA
692
Painted Porch Advisors
California
$265K -$8.13K -78 -3%
II
693
Inspire Investing
Idaho
$265K -$230K -2,206 -46%
CSC
694
Caldwell Sutter Capital
California
$264K -$15.6K -150 -6%
MFWP
695
Mosaic Family Wealth Partners
Missouri
$264K +$3.13K +30 +1%
HI
696
Hudock Inc
Pennsylvania
$263K +$626 +6 +0.2%
LC
697
Lindbrook Capital
California
$263K -$78.9K -757 -23%
EWM
698
Empirical Wealth Management
Washington
$262K +$35.5K +341 +16%
BPFA
699
Barnes Pettey Financial Advisors
Mississippi
$261K -$31.3K -300 -11%
FT
700
Fiduciary Trust
Massachusetts
$260K +$834 +8 +0.3%
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