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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 %
FFA
876
First Foundation Advisors
California
$25.5K +$25.5K +245 New
GLR
877
Great Lakes Retirement
Ohio
$25.3K +$25.3K +243 New
SIC
878
Salem Investment Counselors
North Carolina
$24.1K – – –
BWAM
879
Boyd Watterson Asset Management
Ohio
$23.8K – – –
OA
880
Operose Advisors
Wisconsin
$23.5K – – –
SIS
881
Strategic Investment Solutions
Illinois
$22.8K +$22.8K +205 New
FP
882
Financial Perspectives
Minnesota
$22.5K – – –
HCM
883
Hollencrest Capital Management
California
$22.4K – – –
FFO
884
Fortitude Family Office
Arizona
$22K -$1.56K -15 -7%
PA
885
PSI Advisors
Florida
$21.2K – – –
GKIM
886
GW&K Investment Management
Massachusetts
$21K +$3.45K +33 +20%
TCPG
887
Trivant Custom Portfolio Group
California
$20.9K – – –
GTAM
888
Global Trust Asset Management
Florida
$20.9K – – –
GWSG
889
GPS Wealth Strategies Group
Colorado
$20K +$18.3K +175 +1,029%
AAG
890
Armstrong Advisory Group
Massachusetts
$19.9K -$104 -1 -0.5%
RWMG
891
Redwood Wealth Management Group
New Jersey
$19.4K +$19.4K +186 New
EC
892
EdgeRock Capital
Colorado
$19.4K +$19.4K +186 New
ME
893
McIlrath & Eck
Washington
$19.2K – – –
CAL
894
Capital Advisors Ltd
Ohio
$19K +$2.79K +27 +17%
BONH
895
Bank of New Hampshire
New Hampshire
$19K – – –
SIS
896
Sound Income Strategies
Florida
$18.4K -$34.7K -333 -65%
EC
897
Elequin Capital
New York
$18.1K -$4.48K -43 -20%
SN
898
Sittner & Nelson
Oregon
$17.8K – – –
BAM
899
Bellevue Asset Management
Washington
$17.5K +$104 +1 +0.6%
JWM
900
Janiczek Wealth Management
Colorado
$17.5K – – –
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