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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 %
TCOV
926
Trust Company of Vermont
Vermont
$10.4K -$6.67K -64 -39%
BC
927
Barrett & Company
Rhode Island
$10.4K – – –
MSFP
928
Mark Sheptoff Financial Planning
Connecticut
$10.4K – – –
WTA
929
Washington Trust Advisors
Massachusetts
$10.4K – – –
FW
930
Fairway Wealth
Ohio
$10.3K +$10.3K +99 New
HGERS
931
Householder Group Estate & Retirement Specialist
Arizona
$10K -$20K -200 -67%
PWMG
932
Prestige Wealth Management Group
New Jersey
$9.38K -$692K -6,642 -99%
NC
933
NewSquare Capital
Pennsylvania
$9.17K – – –
S
934
Sachetta
Massachusetts
$8.87K -$79.4K -707 -90%
CNBTD
935
Citizens National Bank Trust Department
Mississippi
$8.65K – – –
RTL
936
Red Tortoise LLC
Georgia
$8.44K – – –
YDMI
937
Y.D. More Investments
Israel
$8.13K +$8.13K +78 New
DF
938
Dunhill Financial
United Kingdom
$7.2K +$104 +1 +1%
AW
939
Avion Wealth
Texas
$7K +$1.56K +16 +29%
HWP
940
Highline Wealth Partners
California
$6.88K +$5.84K +56 +560%
BCWM
941
Bartlett & Co Wealth Management
Ohio
$6.88K +$6.15K +59 +843%
VCM
942
Versant Capital Management
Arizona
$6.67K +$5.94K +57 +814%
CA
943
Crewe Advisors
Utah
$6.57K -$13.8K -132 -68%
SFA
944
Semmax Financial Advisors
North Carolina
$6.48K – – –
FRA
945
Front Row Advisors
California
$6.05K – – –
B
946
Birchbrook
Maine
$5.99K – – –
ANBT
947
American National Bank & Trust
Texas
$5.73K +$5.73K +55 New
BBHC
948
Brown Brothers Harriman & Co
New York
$5.32K -$10.4K -100 -66%
FGA
949
Fortis Group Advisors
New Jersey
$5.21K – – –
PBK
950
Peoples Bank (Kansas)
Kansas
$5.21K – – –
36 37
38
39 40