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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 %
BWP
801
Baldwin Wealth Partners
Massachusetts
$104K – – –
CP
802
Camelot Portfolios
Ohio
$104K +$104K +1,000 New
IGWM
803
ICA Group Wealth Management
Colorado
$103K -$17.2K -165 -14%
NS
804
NBC Securities
Alabama
$100K – – –
FHA
805
First Horizon Advisors
Tennessee
$99.1K +$20.6K +198 +26%
IA
806
IFP Advisors
Florida
$98.8K -$8.34K -80 -8%
BG
807
Bollard Group
Massachusetts
$97K – – –
OIA
808
Optimum Investment Advisors
Illinois
$95.1K +$104 +1 +0.1%
PO
809
Private Ocean
California
$94.9K -$3.96K -38 -4%
TFF
810
The Family Firm
Maryland
$91K +$91K +873 New
WT
811
Washington Trust
Rhode Island
$88.6K – – –
VNA
812
Valley National Advisers
Pennsylvania
$86K -$1.04K -10 -1%
PFA
813
Pathway Financial Advisers
Indiana
$85.6K +$416 +4 +0.5%
IAIM
814
International Assets Investment Management
Florida
$85K +$85K +815 New
MHR
815
Matthew Hamilton Rosenberg
$84K -$7.8K -75 -8%
FUBT
816
First United Bank & Trust
Maryland
$83.4K – – –
CT
817
Colonial Trust
South Carolina
$80.1K +$24.7K +237 +45%
BGAI
818
Bruce G. Allen Investments
Colorado
$79.8K +$44K +422 +123%
QC
819
Quent Capital
New York
$79.1K – – –
AGWCA
820
Annis Gardner Whiting Capital Advisors
Florida
$78.1K +$8.24K +79 +12%
CT
821
Clearstead Trust
Maine
$74.5K – – –
WB
822
Webster Bank
Connecticut
$73K – – –
HWA
823
HHM Wealth Advisors
Tennessee
$73K +$44.8K +430 +159%
GIA
824
GHP Investment Advisors
Colorado
$70.8K – – –
GBT
825
Grove Bank & Trust
Florida
$68.8K -$9.38K -90 -12%
31 32
33
34 35