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Welltower
WELL

Overview Fund Activity

1,111 hedge funds and large institutions have $78.1B invested in Welltower in 2024 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 457 increasing their positions, 322 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,111
Holders Change
+64
Holders Change %
+6.11%
% of All Funds
14.79%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.31%
New
155
Increased
457
Reduced
322
Closed
76
Calls
$155M
Puts
$295M
Net Calls
-$140M
Net Calls Change
-$25.8M

Top Buyers

1
BlackRock
1
BlackRock
New York
$8.18B
2
Northern Trust
2
Northern Trust
Illinois
$1.06B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$12.4B
4
Bank of America
4
Bank of America
North Carolina
$2.36B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.99B

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.28B
2
Canada Pension Plan Investment Board
2
Canada Pension Plan Investment Board
Ontario, Canada
$154M
3
Barclays
3
Barclays
United Kingdom
$106M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$3.97M
5
Squarepoint
5
Squarepoint
New York
$3.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
751
Balboa Wealth Partners
Arizona
$318K -$156K -1,235 -33%
MFWP
752
Mosaic Family Wealth Partners
Missouri
$315K – – –
HFM
753
Harvest Fund Management
China
$314K -$1.43M -11,328 -82%
BF
754
BOK Financial
Oklahoma
$313K -$12.7K -102 -4%
HI
755
Hudock Inc
Pennsylvania
$313K +$630 +5 +0.2%
IA
756
IFG Advisory
Georgia
$312K +$312K +2,477 New
RPGNY
757
Retirement Planning Group (New York)
New York
$312K +$312K +2,476 New
MW
758
Marcum Wealth
Ohio
$309K -$9.45K -75 -3%
FNBOMD
759
First National Bank of Mount Dora
Florida
$309K – – –
BF
760
bLong Financial
Tennessee
$309K +$309K +2,450 New
KP
761
Keel Point
Alabama
$309K +$4.41K +35 +1%
CI
762
Cambiar Investors
Colorado
$307K – – –
PCA
763
Purkiss Capital Advisors
Connecticut
$306K +$306K +2,429 New
AFA
764
AA Financial Advisors
Ohio
$305K – – –
LAM
765
L2 Asset Management
Massachusetts
$304K +$19.7K +156 +7%
AI
766
Atom Investors
Texas
$304K -$30.9K -245 -9%
CSIC
767
Clifford Swan Investment Counsel
California
$303K – – –
OBAM
768
ODDO BHF Asset Management
France
$302K +$302K +2,394 New
RCAG
769
Rehmann Capital Advisory Group
Michigan
$301K -$3.78K -30 -1%
WWM
770
Western Wealth Management
Colorado
$300K +$17.8K +141 +6%
WFI
771
West Family Investments
California
$298K +$86.1K +683 +41%
AWE
772
Avidian Wealth Enterprises
Texas
$297K -$14.7K -117 -5%
BPFA
773
Barnes Pettey Financial Advisors
Mississippi
$296K -$18.9K -150 -6%
FTUS
774
Flow Traders U.S.
New York
$296K +$296K +2,348 New
SIM
775
Sentry Investment Management
Wisconsin
$294K +$294K +2,332 New
29 30
31
32 33