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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 %
QIM
976
Quantitative Investment Management
Virginia
– -$403K -4,474 Closed
BCG
977
BayBridge Capital Group
California
– -$366K -3,982 Closed
CC
978
Corton Capital
Ontario, Canada
– -$357K -3,956 Closed
TSS
979
Two Sigma Securities
New York
– -$337K -3,738 Closed
PPWP
980
Premier Path Wealth Partners
New Jersey
– -$333K -3,694 Closed
Wolverine Trading
981
Wolverine Trading
Illinois
– -$286K -3,167 Closed
CIA
982
Cascade Investment Advisors
Oregon
– -$254K -2,815 Closed
HIC
983
Hartline Investment Corp
Illinois
– -$251K -2,782 Closed
I
984
IMPACTfolio
Colorado
– -$248K -2,749 Closed
IGAM
985
iA Global Asset Management
Quebec, Canada
– -$236K -2,620 Closed
WRM
986
Weybosset Research & Management
Rhode Island
– -$234K -2,600 Closed
IA
987
IFG Advisory
Georgia
– -$223K -2,477 Closed
SWM
988
SeaCrest Wealth Management
New York
– -$218K -2,461 Closed
GWA
989
Gratus Wealth Advisors
Virginia
– -$218K -2,413 Closed
HAIM
990
Hunter Associates Investment Management
Pennsylvania
– -$217K -2,400 Closed
WANY
991
Wealthspire Advisors (New York)
New York
– -$213K -2,360 Closed
MIS
992
Morningstar Investment Services
Illinois
– -$214K -2,344 Closed
GWS
993
Glassman Wealth Services
Virginia
– -$208K -2,306 Closed
NWM
994
Northcape Wealth Management
New York
– -$205K -2,271 Closed
GIA
995
Gateway Investment Advisers
Ohio
– -$203K -2,252 Closed
ARC
996
Advisor Resource Council
Texas
– -$201K -2,229 Closed
EL
997
EMFO LLC
Florida
– -$104K -1,150 Closed
WTG
998
West Tower Group
Virginia
– -$94.9K -1,053 Closed
LA
999
LM Advisors
California
– -$62.2K -690 Closed
FWM
1000
Focused Wealth Management
New York
– -$53.4K -593 Closed
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