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Welltower
WELL

Overview Fund Activity

1,110 hedge funds and large institutions have $78.1B invested in Welltower in 2024 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 456 increasing their positions, 322 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,110
Holders Change
+64
Holders Change %
+6.12%
% of All Funds
14.78%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.31%
New
155
Increased
456
Reduced
322
Closed
76
Calls
$155M
Puts
$295M
Net Calls
-$140M
Net Calls Change
-$25.8M

Top Buyers

1
BlackRock
1
BlackRock
New York
$8.18B
2
Northern Trust
2
Northern Trust
Illinois
$1.06B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$12.4B
4
Bank of America
4
Bank of America
North Carolina
$2.36B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.99B

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.28B
2
Canada Pension Plan Investment Board
2
Canada Pension Plan Investment Board
Ontario, Canada
$154M
3
Barclays
3
Barclays
United Kingdom
$106M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$3.97M
5
Squarepoint
5
Squarepoint
New York
$3.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
976
Rise Advisors
New York
$37.3K +$126 +1 +0.3%
BIA
977
Bell Investment Advisors
California
$36.8K +$1.13K +9 +3%
AWM
978
Avior Wealth Management
Nebraska
$36.4K +$4.68K +37 +15%
MIM
979
Manitou Investment Management
Ontario, Canada
$34K – – –
GKIM
980
GW&K Investment Management
Massachusetts
$34K +$1.51K +12 +5%
TCM
981
TruNorth Capital Management
Michigan
$32.9K – – –
SIS
982
Sound Income Strategies
Florida
$32.1K +$8.06K +64 +34%
CTWM
983
Cherry Tree Wealth Management
Minnesota
$31.5K – – –
CFB
984
Cullen/Frost Bankers
Texas
$31.3K -$271K -2,154 -90%
SIC
985
Salem Investment Counselors
North Carolina
$29.1K – – –
BWAM
986
Boyd Watterson Asset Management
Ohio
$28.7K – – –
SS
987
Sunbelt Securities
Texas
$28.2K +$2.12K +17 +8%
SO
988
Sierra Ocean
California
$27.8K +$27.8K +220 New
CIAM
989
Caitong International Asset Management
Hong Kong
$27.6K +$27.6K +219 New
HCM
990
Hollencrest Capital Management
California
$27.1K – – –
OIA
991
Optimum Investment Advisors
Illinois
$26.7K – – –
B
992
Birchbrook
Maine
$26.2K +$18.9K +150 +259%
RF
993
Roxbury Financial
New Jersey
$26.1K +$26.1K +188 New
PA
994
PSI Advisors
Florida
$25.6K – – –
TCPG
995
Trivant Custom Portfolio Group
California
$25.2K – – –
GTAM
996
Global Trust Asset Management
Florida
$25.2K – – –
LWANC
997
Laurel Wealth Advisors (North Carolina)
North Carolina
$25.2K +$25.2K +200 New
NB
998
NBT Bank
New York
$24.5K -$5.05K -40 -17%
AAG
999
Armstrong Advisory Group
Massachusetts
$24.1K – – –
CAL
1000
Capital Advisors Ltd
Ohio
$24K +$385 +3 +2%
38 39
40
41 42