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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 %
SA
851
Scarborough Advisors
Maryland
$41.6K +$834 +8 +2%
ADL
852
Asset Dedication LLC
California
$41.2K +$4.59K +44 +13%
ACA
853
Atlas Capital Advisors
Wyoming
$41.1K – – –
PTC
854
Private Trust Company
Ohio
$37.1K -$47.1K -452 -56%
SS
855
Sunbelt Securities
Texas
$37K +$208 +2 +0.6%
PGAM
856
Princeton Global Asset Management
New Jersey
$36.5K – – –
SCM
857
Silvant Capital Management
Georgia
$36.3K – – –
NFSG
858
Newbridge Financial Services Group
Florida
$35.8K – – –
PSB
859
Piscataqua Savings Bank
New Hampshire
$35.2K – – –
WFA
860
West Financial Advisors
Iowa
$33.4K – – –
CC
861
Cypress Capital
Tennessee
$31.7K +$31.7K +304 New
JFA
862
JNBA Financial Advisors
Minnesota
$31.3K – – –
IWP
863
IAG Wealth Partners
Wisconsin
$31.3K -$41.7K -400 -57%
FMP
864
Financial Management Professionals
Texas
$31K +$17K +166 +122%
CA
865
Centerpoint Advisors
Massachusetts
$31K +$31K +300 New
RA
866
Rise Advisors
New York
$30.6K +$209 +2 +0.7%
BIA
867
Bell Investment Advisors
California
$30.2K +$626 +6 +2%
MAM
868
Meeder Asset Management
Ohio
$29.5K +$29.5K +283 New
MIM
869
Manitou Investment Management
Ontario, Canada
$28.1K – – –
C
870
Covestor
United Kingdom
$28K +$421 +4 +2%
VWM
871
Venturi Wealth Management
Texas
$27.6K +$22.2K +213 +410%
TCM
872
TruNorth Capital Management
Michigan
$27.2K +$27.2K +261 New
WAS
873
Winch Advisory Services
Wisconsin
$26.5K +$104 +1 +0.4%
CTWM
874
Cherry Tree Wealth Management
Minnesota
$26.1K – – –
AWM
875
Avior Wealth Management
Nebraska
$25.9K -$39.4K -377 -60%
33 34
35
36 37