WELL icon

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 %
MFT
926
Moisand Fitzgerald Tamayo
Florida
$2.06K – – –
T
927
Tidemark
California
$2.06K – – –
HB
928
Horizon Bancorp
Indiana
$2K – – –
WCM
929
Westend Capital Management
California
$1.96K +$1.96K +21 New
PWMG
930
Private Wealth Management Group
New Jersey
$1.87K – – –
FSWA
931
Financial Synergies Wealth Advisors
Texas
$1.78K +$1.78K +19 New
ECM
932
Everence Capital Management
Indiana
$1.65K – – –
GWSG
933
GPS Wealth Strategies Group
Colorado
$1.59K – – –
TCA
934
Trifecta Capital Advisors
Illinois
$1.4K – – –
CAC
935
Core Alternative Capital
Georgia
$1.31K -$15.1K -162 -92%
WWP
936
WR Wealth Planners
Missouri
$1.31K +$1.31K +14 New
AP
937
Aspect Partners
Virginia
$1.03K -$841 -9 -45%
NL
938
NVWM LLC
Pennsylvania
$1.03K +$1.03K +11 New
TFA
939
Transamerica Financial Advisors
Florida
$1K – – –
AIM
940
Anchor Investment Management
South Carolina
$934 -$22.4K -240 -96%
HWP
941
Highline Wealth Partners
California
$934 – – –
RFG
942
RFP Financial Group
Georgia
$882 – – –
CPG
943
Cornerstone Planning Group
New Jersey
$863 +$863 +9 New
VCM
944
Versant Capital Management
Arizona
$654 – – –
BCWM
945
Bartlett & Co Wealth Management
Ohio
$654 +$654 +7 New
CJ
946
Caitlin John
Michigan
$571 -$95 -1 -14%
JFGIW
947
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$561 – – –
CAM
948
ClariVest Asset Management
California
$557 – – –
GFPC
949
Global Financial Private Client
Florida
$552 – – –
DWA
950
Delos Wealth Advisors
Texas
$468 +$468 +5 New
36 37
38
39 40