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Welltower
WELL

Overview Fund Activity

952 hedge funds and large institutions have $52.6B invested in Welltower in 2024 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 391 increasing their positions, 314 reducing their positions, and 59 closing their positions.

Holders
952
Holders Change
+26
Holders Change %
+2.81%
% of All Funds
13.8%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.29%
New
93
Increased
391
Reduced
314
Closed
59
Calls
$151M
Puts
$80.2M
Net Calls
+$70.5M
Net Calls Change
-$19.6M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$2.73B
2
ZP
2
Zimmer Partners
New York
$310M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$8.33B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$627M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$203M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$690M
2
State Street
2
State Street
Massachusetts
$3.13B
3
DPIM
3
Duff & Phelps Investment Management
Illinois
$0
4
Cohen & Steers
4
Cohen & Steers
New York
$3.69B
5
Barclays
5
Barclays
United Kingdom
$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
DJSG
901
D.J. St. Germain
Massachusetts
$9.34K +$9.34K +100 New
NC
902
NewSquare Capital
Pennsylvania
$8.22K – – –
CNBTD
903
Citizens National Bank Trust Department
Mississippi
$7.76K – – –
RTL
904
Red Tortoise LLC
Georgia
$7.57K – – –
HT
905
Headlands Technologies
Illinois
$7.29K -$9.72K -104 -57%
DF
906
Dunhill Financial
United Kingdom
$6.35K +$654 +7 +11%
AW
907
Avion Wealth
Texas
$6K +$2.36K +22 +65%
SFA
908
Semmax Financial Advisors
North Carolina
$5.51K -$701 -7 -11%
FRA
909
Front Row Advisors
California
$5.42K +$5.42K +58 New
B
910
Birchbrook
Maine
$5.34K – – –
SWM
911
Sugarloaf Wealth Management
Georgia
$5.33K +$5.33K +57 New
VWM
912
Venturi Wealth Management
Texas
$4.86K +$4.86K +52 New
FGA
913
Fortis Group Advisors
New Jersey
$4.67K -$4.67K -50 -50%
PCA
914
Providence Capital Advisors
North Carolina
$4.67K – – –
PBK
915
Peoples Bank (Kansas)
Kansas
$4.67K +$4.67K +50 New
RWA
916
Redmont Wealth Advisors
Illinois
$4.3K +$4.3K +46 New
Kayne Anderson Rudnick Investment Management
917
Kayne Anderson Rudnick Investment Management
California
$3.52K -$34.3K -361 -91%
FRA
918
Frank Rimerman Advisors
California
$3.27K – – –
NECFA
919
New England Capital Financial Advisors
Connecticut
$3.18K – – –
CWC
920
Carolinas Wealth Consulting
North Carolina
$3.18K +$467 +5 +17%
FGAM
921
Financial Gravity Asset Management
Texas
$3.16K -$40.2K -433 -93%
PVH
922
Psagot Value Holdings
Israel
$3K -$4.67K -42 -61%
PCMC
923
Planning Capital Management Corporation
Pennsylvania
$2.9K – – –
CP
924
Castleview Partners
Texas
$2.8K -$43.9K -470 -94%
TFM
925
TFC Financial Management
Massachusetts
$2.44K +$375 +4 +18%
35 36
37
38 39