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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 %
SIM
726
Sentry Investment Management
Wisconsin
$235K -$48.1K -462 -17%
CFG
727
Carr Financial Group
Massachusetts
$235K +$235K +2,251 New
LSIA
728
LaSalle St. Investment Advisors
Illinois
$233K +$233K +2,236 New
M
729
MOTCO
Texas
$233K +$33.4K +320 +17%
OCM
730
Orion Capital Management
California
$231K -$83.4K -800 -26%
BFC
731
Blue Fin Capital
Rhode Island
$230K – – –
CFB
732
Cullen/Frost Bankers
Texas
$229K -$4.8K -46 -2%
SF
733
Synovus Financial
Georgia
$229K +$4.27K +41 +2%
WANY
734
Wealthspire Advisors (New York)
New York
$228K +$228K +2,186 New
LAM
735
L2 Asset Management
Massachusetts
$227K +$227K +2,182 New
SVWAG
736
Sound View Wealth Advisors Group
Georgia
$227K -$20.9K -200 -8%
AssetMark Inc
737
AssetMark Inc
California
$226K +$32.5K +312 +17%
BWFA
738
Baltimore-Washington Financial Advisors
Maryland
$225K – – –
CIM
739
Contravisory Investment Management
Massachusetts
$223K +$223K +2,143 New
SWM
740
Shelton Wealth Management
Texas
$223K +$223K +2,141 New
WIM
741
Warwick Investment Management
Texas
$223K -$53.1K -509 -19%
VCA
742
Verdence Capital Advisors
Maryland
$221K +$221K +2,120 New
SFG
743
SNS Financial Group
Minnesota
$220K +$220K +2,107 New
TSMHT
744
Thurston Springer Miller Herd & Titak
Indiana
$219K +$219K +2,105 New
NWM
745
Northcape Wealth Management
New York
$218K +$218K +2,092 New
WA
746
Wealth Alliance
New York
$217K +$217K +2,080 New
SPC
747
Sigma Planning Corp
Michigan
$216K -$64.4K -618 -23%
CCA
748
Childress Capital Advisors
Texas
$216K +$216K +2,067 New
TCM
749
Tuttle Capital Management
Connecticut
$214K +$214K +2,060 New
SIA
750
Sit Investment Associates
Minnesota
$213K -$15.6K -150 -7%
28 29
30
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