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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 %
CSPIA
851
Cary Street Partners Investment Advisory
Virginia
$221K -$192K -1,525 -47%
TNA
852
True North Advisors
Texas
$219K -$79.4K -630 -27%
CTA
853
Colonial Trust Advisors
South Carolina
$216K – – –
CFA
854
Cahill Financial Advisors
Minnesota
$216K -$13.5K -107 -6%
LA
855
Legacy Advisors
Pennsylvania
$216K +$216K +1,710 New
SCP
856
Sivia Capital Partners
California
$215K – – –
LIM
857
Leavell Investment Management
Alabama
$214K – – –
MC
858
Middleton & Co
Massachusetts
$214K – – –
LI
859
Lafayette Investments
Maryland
$214K – – –
AWM
860
Accurate Wealth Management
Florida
$212K +$8.49K +68 +4%
IAS
861
Investment Advisory Services
Texas
$212K -$148K -1,175 -41%
CIS
862
Custom Index Systems
New York
$209K +$209K +1,662 New
LIG
863
Lokken Investment Group
Delaware
$209K +$126 +1 +0.1%
MGP
864
M&G plc
United Kingdom
$209K -$192K -1,526 -48%
CAM
865
Cidel Asset Management
Ontario, Canada
$208K -$12.4K -98 -6%
MBTD
866
Mechanics Bank - Trust Department
California
$208K – – –
NI
867
Natural Investments
California
$206K +$206K +1,641 New
WKWM
868
Walter & Keenan Wealth Management
Indiana
$206K +$2.27K +18 +1%
IP
869
Investment Partners
Ohio
$202K +$202K +1,602 New
CI
870
Cherokee Insurance
Michigan
$202K +$202K +1,600 New
Empower Advisory Group
871
Empower Advisory Group
Colorado
$202K +$202K +1,599 New
IF
872
Intrua Financial
Texas
$201K -$10.3K -82 -5%
HIA
873
Harbor Investment Advisory
Maryland
$201K – – –
HAIM
874
Hunter Associates Investment Management
Pennsylvania
$201K -$6.28K -50 -3%
RPWA
875
Regent Peak Wealth Advisors
Georgia
$201K +$504 +4 +0.3%
33 34
35
36 37