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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 %
RWA
951
Redmont Wealth Advisors
Illinois
$4.8K – – –
Kayne Anderson Rudnick Investment Management
952
Kayne Anderson Rudnick Investment Management
California
$4.55K +$634 +6 +16%
AP
953
Aspect Partners
Virginia
$4.38K +$3.23K +31 +282%
NECFA
954
New England Capital Financial Advisors
Connecticut
$3.55K – – –
CWC
955
Carolinas Wealth Consulting
North Carolina
$3.55K – – –
EBA
956
Eagle Bay Advisors
New York
$3.55K +$3.55K +34 New
TFM
957
TFC Financial Management
Massachusetts
$3.35K +$627 +6 +23%
BAM
958
Belpointe Asset Management
Nevada
$3.25K +$3.25K +31 New
PCMC
959
Planning Capital Management Corporation
Pennsylvania
$3.23K – – –
HB
960
Horizon Bancorp
Indiana
$3K – – –
CPG
961
Cornerstone Planning Group
New Jersey
$3K +$2K +18 +200%
WWP
962
WR Wealth Planners
Missouri
$2.92K +$1.46K +14 +100%
MFT
963
Moisand Fitzgerald Tamayo
Florida
$2.29K – – –
SC
964
SouthState Corp
Florida
$2.19K +$2.19K +21 New
UWS
965
Unique Wealth Strategies
Illinois
$2.15K +$2.15K +23 New
PWMG
966
Private Wealth Management Group
New Jersey
$2.09K – – –
CP
967
Castleview Partners
Texas
$1.77K -$1.36K -13 -43%
DSC
968
Duncker Streett & Co
Missouri
$1.77K +$1.77K +17 New
ECM
969
Everence Capital Management
Indiana
$1.69K – – –
NL
970
NVWM LLC
Pennsylvania
$1.67K +$521 +5 +45%
TCA
971
Trifecta Capital Advisors
Illinois
$1.56K – – –
CAC
972
Core Alternative Capital
Georgia
$1.46K – – –
ACM
973
Anfield Capital Management
California
$1.46K +$1.46K +14 New
RWM
974
Ruedi Wealth Management
Illinois
$1.46K +$1.46K +14 New
TFA
975
Transamerica Financial Advisors
Florida
$1K – – –
37 38
39
40 41