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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
$3.75B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.34B
3
Norges Bank
Norges Bank
Norway
$3.43B
4
Vanguard Group
Vanguard Group
Pennsylvania
$9.84B
5
DPIM
Duff & Phelps Investment Management
Illinois
$255M

Top Sellers

1
UBS AM
UBS AM
Illinois
$97.8M
2
Marshall Wace
Marshall Wace
United Kingdom
$87.9M
3
Boston Partners
Boston Partners
Massachusetts
$0
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.09B
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$195M
Name Holding Trade Value Shares
Change 		Shares
Change %
AEPWM
901
Atlantic Edge Private Wealth Management
Florida
$17.3K – – –
RCM
902
Raleigh Capital Management
North Carolina
$16.5K +$2.4K +23 +17%
PPC
903
Park Place Capital
Alabama
$15.7K – – –
HEIP
904
Hudson Edge Investment Partners
New Jersey
$15.6K +$15.6K +150 New
CWP
905
Concord Wealth Partners
Virginia
$15.4K +$834 +8 +6%
HBW
906
Hazlett, Burt & Watson
West Virginia
$15K – – –
BFS
907
Burkett Financial Services
South Carolina
$14.9K +$104 +1 +0.7%
NB
908
NBT Bank
New York
$14.6K +$103 +1 +0.7%
PWA
909
Provenance Wealth Advisors
Florida
$14.5K – – –
EWM
910
Evermay Wealth Management
Virginia
$14.3K – – –
AFG
911
Albion Financial Group
Utah
$14.1K – – –
MRCM
912
M&R Capital Management
New Jersey
$14.1K – – –
CFFP
913
Center for Financial Planning
Michigan
$13.9K – – –
AT
914
Arlington Trust
Alabama
$13.7K – – –
PCA
915
Providence Capital Advisors
North Carolina
$13.4K +$8.24K +79 +158%
WWM
916
Wolff Wiese Magana
California
$13.3K – – –
FNWA
917
Financial Network Wealth Advisors
Utah
$13.2K +$13.2K +127 New
WPA
918
West Paces Advisors
Georgia
$12.2K -$1.88K -18 -13%
OLVIG
919
Oliver Lagore Vanvalin Investment Group
Michigan
$12K – – –
PCWA
920
Pacific Capital Wealth Advisors
California
$12K +$12K +115 New
CAS
921
Coppell Advisory Solutions
Texas
$11.3K +$11.3K +108 New
TAM
922
Tucker Asset Management
Colorado
$11.1K – – –
AWM
923
Abound Wealth Management
Tennessee
$11K -$623 -6 -5%
CMP
924
Coston McIsaac & Partners
Maine
$11K – – –
CPBTD
925
Central Pacific Bank - Trust Division
Hawaii
$10.8K – – –
35 36
37
38 39