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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 %
AWM
826
AE Wealth Management
Kansas
$244K +$39.7K +315 +19%
VA
827
Valmark Advisers
Ohio
$243K +$243K +1,932 New
PFG
828
Prosperity Financial Group
California
$242K +$252 +2 +0.1%
CAWM
829
Capital Advisors Wealth Management
Washington
$242K +$1.13K +9 +0.5%
GA
830
Geller Advisors
New York
$241K +$8.7K +69 +4%
AC
831
Apella Capital
Connecticut
$240K +$2.65K +21 +1%
WA
832
Wealth Alliance
New York
$239K -$11.6K -92 -5%
SB
833
Strategic Blueprint
Georgia
$238K +$378 +3 +0.2%
RA
834
RFG Advisory
Alabama
$238K +$238K +1,885 New
MSAM
835
Moloney Securities Asset Management
Missouri
$236K -$20.8K -165 -8%
FFN
836
Focus Financial Network
Minnesota
$235K +$26K +206 +12%
BIG
837
Brooklyn Investment Group
New York
$234K +$18.5K +147 +9%
FAG
838
Fortitude Advisory Group
Washington
$229K -$103K -818 -31%
SEIA
839
Signature Estate & Investment Advisors
California
$228K +$11.2K +89 +5%
AIA
840
Angeles Investment Advisors
California
$227K +$504 +4 +0.2%
XF
841
XML Financial
Maryland
$226K +$126 +1 +0.1%
VR
842
Valued Retirements
Texas
$226K – – –
PA
843
Probity Advisors
Texas
$225K -$9.2K -73 -4%
CH
844
Cromwell Holdings
Wyoming
$224K – – –
CCG
845
Catalina Capital Group
California
$224K +$378 +3 +0.2%
HIC
846
Holderness Investments Company
North Carolina
$224K – – –
CFP
847
Catalyst Financial Partners
Massachusetts
$224K +$11K +87 +5%
MAM
848
Mystic Asset Management
Rhode Island
$222K -$63K -500 -22%
DWP
849
Daymark Wealth Partners
Ohio
$222K +$1.01K +8 +0.5%
CA
850
Continuum Advisory
Idaho
$221K – – –
32 33
34
35 36