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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
14.36%
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 %
BWL
776
Bogart Wealth LLC
Virginia
$158K -$194K -1,858 -55%
HDIM
777
Hanson & Doremus Investment Management
Vermont
$156K – – –
CA
778
Continuum Advisory
Idaho
$153K +$104 +1 +0.1%
SWS
779
SYSTM Wealth Solutions
Illinois
$151K -$51.6K -495 -25%
GXJ
780
Global X Japan
Japan
$148K +$148K +1,422 New
BCMLT
781
Beacon Capital Management LLC (Tennessee)
Tennessee
$144K +$3.44K +33 +2%
MCM
782
MV Capital Management
Maryland
$144K +$1.15K +11 +0.8%
APC
783
Aspire Private Capital
North Carolina
$143K +$313 +3 +0.2%
PFBT
784
Parkside Financial Bank & Trust
Missouri
$143K +$2.71K +26 +2%
RIL
785
Rothschild Investment LLC
Illinois
$137K +$13.4K +129 +11%
TWP
786
Triad Wealth Partners
Kansas
$137K +$137K +1,317 New
AA
787
Alta Advisers
United Kingdom
$136K – – –
SIC
788
SJS Investment Consulting
Ohio
$135K -$5.94K -57 -4%
TWC
789
TD Waterhouse Canada
Ontario, Canada
$135K +$3.85K +37 +3%
TH
790
TCTC Holdings
Texas
$132K – – –
KFI
791
Key Financial Inc
Pennsylvania
$128K – – –
WIM
792
Westside Investment Management
California
$125K – – –
CAL
793
Capital Analysts LLC
Pennsylvania
$124K +$5.94K +57 +5%
LS
794
Livforsakringsbolaget Skandia
Sweden
$119K +$41.7K +400 +54%
AIM
795
Arcadia Investment Management
Michigan
$115K – – –
ZB
796
Zions Bancorporation
Utah
$112K -$10.7K -103 -9%
AF
797
Advisornet Financial
Minnesota
$111K -$834 -8 -0.7%
CSB
798
City State Bank
Iowa
$110K – – –
WFS
799
Widmann Financial Services
Maryland
$107K +$107K +1,029 New
T
800
TOBAM
France
$107K -$805K -7,711 -88%
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32
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