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 %
WAG
826
Wiser Advisor Group
Arizona
$66.7K +$625 +6 +0.9%
GEA
827
Glen Eagle Advisors
New Jersey
$65.3K -$26.1K -250 -29%
GI
828
Gradient Investments
Minnesota
$62.1K +$2.92K +28 +5%
CFD
829
Creative Financial Designs
Indiana
$61.7K – – –
MIA
830
MeadowBrook Investment Advisors
Michigan
$59.8K – – –
DMBA
831
Deseret Mutual Benefit Administrators
Utah
$59K – – –
CFO
832
CVA Family Office
Colorado
$58.9K +$521 +5 +0.9%
BTC
833
Bank & Trust Company
Illinois
$57.3K +$57.3K +550 New
MA
834
MCF Advisors
Kentucky
$55K – – –
AAP
835
Arax Advisory Partners
Colorado
$53K +$10.2K +98 +24%
CAM
836
Creekmur Asset Management
Illinois
$52.6K +$104 +1 +0.2%
NSIM
837
North Star Investment Management
Illinois
$52.1K -$36.4K -349 -41%
HPC
838
HM Payson & Co
Maine
$52.1K – – –
AFS
839
Annapolis Financial Services
Maryland
$52.1K – – –
MCM
840
MidAtlantic Capital Management
Virginia
$52.1K – – –
RA
841
Rational Advisors
New York
$51.9K -$2.71K -26 -5%
OP
842
ORG Partners
Indiana
$49.9K +$49.9K +480 New
FF
843
Friedenthal Financial
New Jersey
$49.6K +$49.6K +476 New
MCM
844
Manchester Capital Management
Vermont
$48.8K +$14.5K +139 +42%
SWM
845
Spire Wealth Management
Virginia
$48.3K -$129K -1,234 -73%
PB
846
Pinnacle Bancorp
Nebraska
$46.9K – – –
OWA
847
Opal Wealth Advisors
New York
$46K -$2.09K -20 -4%
Twin Tree Management
848
Twin Tree Management
Texas
$45.6K +$45.6K +437 New
FCA
849
FinTrust Capital Advisors
South Carolina
$44.7K +$28.4K +272 +173%
CWM
850
Compass Wealth Management
Connecticut
$41.7K – – –
32 33
34
35 36