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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 %
AI
701
Atom Investors
Texas
$260K -$462K -4,427 -64%
Bank Julius Baer & Co
702
Bank Julius Baer & Co
Switzerland
$260K -$102K -1,100 -28%
IA
703
IFG Advisory
Georgia
$257K +$257K +2,467 New
CAM
704
Covenant Asset Management
New Jersey
$257K +$257K +2,463 New
MW
705
Marcum Wealth
Ohio
$256K -$78.8K -756 -24%
FNBOMD
706
First National Bank of Mount Dora
Florida
$256K – – –
CI
707
Cambiar Investors
Colorado
$254K – – –
CSIC
708
Clifford Swan Investment Counsel
California
$251K – – –
TC
709
TradeLink Capital
Illinois
$250K +$250K +2,400 New
WPP
710
Whalerock Point Partners
Rhode Island
$249K – – –
TNA
711
True North Advisors
Texas
$247K -$55.1K -529 -18%
AFA
712
AA Financial Advisors
Ohio
$247K +$247K +2,370 New
JCM
713
Jacobi Capital Management
Pennsylvania
$246K +$17.6K +169 +8%
FFA
714
Farther Finance Advisors
California
$244K +$32.3K +311 +15%
MSAM
715
Moloney Securities Asset Management
Missouri
$244K – – –
BFP
716
Beacon Financial Planning
Massachusetts
$242K +$242K +2,321 New
SDWMA
717
Schneider Downs Wealth Management Advisors
Pennsylvania
$241K – – –
PS
718
Planned Solutions
California
$241K – – –
TAM
719
Titleist Asset Management
Texas
$240K +$1.46K +14 +0.6%
AC
720
Avestar Capital
New York
$240K +$240K +2,304 New
MIM
721
MTM Investment Management
South Carolina
$240K – – –
MA
722
Mutual Advisors
Nebraska
$240K -$30K -269 -11%
RCAG
723
Rehmann Capital Advisory Group
Michigan
$238K -$2.92K -28 -1%
MAM
724
Mystic Asset Management
Rhode Island
$236K – – –
NC
725
NBW Capital
Massachusetts
$235K -$34.9K -335 -13%
27 28
29
30 31