WELL icon

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 Market Value Shares Shares
Change 		Shares
Change %
TCWA
1001
Turtle Creek Wealth Advisors
Texas
– – -545 Closed
ST
1002
Smithfield Trust
Pennsylvania
– – -500 Closed
FFA
1003
First Foundation Advisors
California
– – -303 Closed
TVAMP
1004
Tennessee Valley Asset Management Partners
Tennessee
– – -241 Closed
MCA
1005
Maryland Capital Advisors
Maryland
– – -177 Closed
EC
1006
EdgeRock Capital
Colorado
– – -144 Closed
MTIC
1007
Missouri Trust & Investment Company
Missouri
– – -100 Closed
CIA
1008
Cape Investment Advisory
Georgia
– – -82 Closed
LF
1009
Lee Financial
Texas
– – -35 Closed
LIWM
1010
Long Island Wealth Management
New York
– – -21 Closed
IWA
1011
IBEX Wealth Advisors
New Jersey
– – -5 Closed
PI
1012
PEAK6 Investments
Illinois
– – – –
TC
1013
Torno Capital
Massachusetts
– – – –
CM
1014
Caption Management
Oklahoma
– – – –
GCP
1015
Garda Capital Partners
Minnesota
– – – –
IMC Chicago
1016
IMC Chicago
Illinois
– – – –
CLOS
1017
Compagnie Lombard Odier SCmA
Switzerland
– – – –
Twin Tree Management
1018
Twin Tree Management
Texas
– – – –
PP
1019
Paloma Partners
Connecticut
– – – –
MS
1020
Maven Securities
Jersey
– – – –
37 38 39 40
41