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
14.36%
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 %
CIBC Private Wealth Group
751
CIBC Private Wealth Group
Georgia
$211K +$3.24K +31 +2%
WWM
752
Western Wealth Management
Colorado
$211K +$211K +2,026 New
BWP
753
BSW Wealth Partners
Colorado
$209K +$209K +2,007 New
SC
754
Sykon Capital
New York
$209K +$209K +2,000 New
CWM
755
C2C Wealth Management
Arizona
$209K +$209K +2,000 New
GAG
756
GM Advisory Group
New York
$209K +$209K +2,000 New
EWM
757
Echo Wealth Management
Minnesota
$209K +$209K +2,000 New
CC
758
Commons Capital
Massachusetts
$208K +$208K +1,999 New
SB
759
Strategic Blueprint
Georgia
$207K -$19.9K -191 -9%
DWM
760
Dogwood Wealth Management
Kansas
$207K +$89.9K +862 +77%
RFC
761
Regions Financial Corp
Alabama
$205K +$205K +1,962 New
BCCM
762
Bridge Creek Capital Management
Massachusetts
$204K +$204K +1,953 New
EWA
763
EverSource Wealth Advisors
Alabama
$203K -$4.67K -42 -2%
MPWT
764
MassMutual Private Wealth & Trust
Connecticut
$202K +$21K +201 +12%
NP
765
Ninepoint Partners
Ontario, Canada
$189K – – –
BTI
766
Blue Trust Inc
Georgia
$188K +$155K +1,663 +471%
CH
767
Cromwell Holdings
Wyoming
$186K +$186K +1,781 New
MG
768
Mather Group
Illinois
$181K -$748 -8 -0.4%
CTA
769
Colonial Trust Advisors
South Carolina
$179K -$417 -4 -0.2%
QL
770
Quarry LP
New York
$178K +$119K +1,137 +198%
TFIPS
771
Towarzystwo Funduszy Inwestycyjnych PZU SA
$177K – – –
HIA
772
Harbor Investment Advisory
Maryland
$167K +$313 +3 +0.2%
RTC
773
Riverview Trust Company
Washington
$165K – – –
TPCW
774
TD Private Client Wealth
New York
$162K +$10.1K +97 +7%
FC
775
Fairscale Capital
New Hampshire
$159K +$159K +1,503 New
29 30
31
32 33