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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 %
SFCL
976
Strengthening Families & Communities LLC
Massachusetts
$1K +$1K +6 New
RFG
977
RFP Financial Group
Georgia
$984 – – –
WIA
978
Wetzel Investment Advisors
Indiana
$841 +$841 +9 New
GFPC
979
Global Financial Private Client
Florida
$626 – – –
LIA
980
Lynx Investment Advisory
District of Columbia
$626 +$626 +6 New
CAM
981
ClariVest Asset Management
California
$620 – – –
TCM
982
TD Capital Management
Tennessee
$524 – – –
DWA
983
Delos Wealth Advisors
Texas
$522 – – –
FGAM
984
Financial Gravity Asset Management
Texas
$521 -$3.02K -29 -85%
CJ
985
Caitlin John
Michigan
$104 -$520 -5 -83%
Boston Partners
986
Boston Partners
Massachusetts
– -$123M -1,314,479 Closed
IG
987
ING Group
Netherlands
– -$29.3M -313,817 Closed
SPS
988
Susquehanna Portfolio Strategies
Pennsylvania
– -$20.7M -221,682 Closed
WCP
989
Waterfront Capital Partners
New York
– -$14.7M -157,000 Closed
AIG
990
American International Group
New York
– -$14M -149,425 Closed
MCM
991
Moore Capital Management
New York
– -$11M -118,100 Closed
TC
992
TwinBeech Capital
New York
– -$9M -96,321 Closed
GC
993
Gillson Capital
Illinois
– -$8.27M -88,500 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
994
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$7.62M -81,600 Closed
LIP
995
Lighthouse Investment Partners
Florida
– -$5.61M -60,000 Closed
DEA
996
DoubleLine ETF Adviser
Florida
– -$3.94M -42,210 Closed
MLICM
997
Metropolitan Life Insurance Company (MetLife)
New York
– -$3.68M -39,413 Closed
WG
998
Winton Group
United Kingdom
– -$2.14M -22,953 Closed
PI
999
PineBridge Investments
New York
– -$2.14M -22,888 Closed
EGM
1000
Engineers Gate Manager
New York
– -$1.84M -19,688 Closed
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