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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 %
Group One Trading
1026
Group One Trading
Illinois
– -$266K -2,847 Closed
AA
1027
AlphaMark Advisors
Kentucky
– -$258K -2,759 Closed
VI
1028
Versor Investments
New York
– -$257K -2,747 Closed
HWM
1029
Horizon Wealth Management
Illinois
– -$247K -2,643 Closed
AIA
1030
Angeles Investment Advisors
California
– -$224K -2,394 Closed
AIA
1031
Armor Investment Advisors
North Carolina
– -$216K -2,308 Closed
BL
1032
Balentine LLC
Georgia
– -$203K -2,173 Closed
PA
1033
Pineridge Advisors
Missouri
– -$160K -1,714 Closed
CA
1034
Cornerstone Advisors
North Carolina
– -$131K -1,400 Closed
M
1035
Mirova
France
– -$120K -1,283 Closed
TC
1036
Trust Company
Kansas
– -$79.4K -850 Closed
LFG
1037
Larson Financial Group
Missouri
– -$37.4K -400 Closed
YAL
1038
Your Advocates Ltd
Texas
– -$23.4K -250 Closed
EC
1039
EntryPoint Capital
New York
– -$19.6K -210 Closed
NCTC
1040
New Covenant Trust Company
Indiana
– -$19.3K -207 Closed
MAM
1041
MMA Asset Management
Pennsylvania
– -$18.6K -199 Closed
JWA
1042
JFS Wealth Advisors
Pennsylvania
– -$16.5K -177 Closed
DAM
1043
Delta Asset Management
Tennessee
– -$9.34K -100 Closed
DJSG
1044
D.J. St. Germain
Massachusetts
– -$9.34K -100 Closed
LCM
1045
Logan Capital Management
Pennsylvania
– -$9.34K -100 Closed
HT
1046
Headlands Technologies
Illinois
– -$7.29K -78 Closed
SWM
1047
Sugarloaf Wealth Management
Georgia
– -$5.33K -57 Closed
PVH
1048
Psagot Value Holdings
Israel
– -$3K -27 Closed
T
1049
Tidemark
California
– -$2.06K -22 Closed
WCM
1050
Westend Capital Management
California
– -$1.96K -21 Closed
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