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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 %
HNW
1051
High Note Wealth
Minnesota
$9.96K +$9.96K +79 New
RWPA
1052
Richard W. Paul & Associates
Michigan
$9.96K +$9.96K +79 New
RFA
1053
Reyes Financial Architecture
California
$9.83K +$9.83K +78 New
HWM
1054
Hemington Wealth Management
Virginia
$9K – – –
SFA
1055
Semmax Financial Advisors
North Carolina
$8.33K – – –
Kayne Anderson Rudnick Investment Management
1056
Kayne Anderson Rudnick Investment Management
California
$7.31K +$2.65K +21 +57%
NWM
1057
Navigoe Wealth Management
California
$7K +$7K +60 New
ANBT
1058
American National Bank & Trust
Texas
$6.93K – – –
CWM
1059
Crowley Wealth Management
Delaware
$6.93K +$6.93K +55 New
MAM
1060
Morse Asset Management
Connecticut
$6.3K – – –
FGA
1061
Fortis Group Advisors
New Jersey
$6.3K – – –
VWA
1062
VSM Wealth Advisory
Maryland
$6.3K +$6.3K +50 New
PBK
1063
Peoples Bank (Kansas)
Kansas
$6.3K – – –
GFPC
1064
Global Financial Private Client
Florida
$5.92K – – –
PMFA
1065
Plante Moran Financial Advisors
Michigan
$5.82K – – –
CAS
1066
Coppell Advisory Solutions
Texas
$5.75K +$5.75K +46 New
CAWM
1067
Capital A Wealth Management
Pennsylvania
$5.55K +$5.55K +44 New
AP
1068
Aspect Partners
Virginia
$5.29K – – –
CWC
1069
Carolinas Wealth Consulting
North Carolina
$5.17K +$252 +2 +5%
CPG
1070
Cornerstone Planning Group
New Jersey
$4.98K +$138 +1 +3%
RAM
1071
Riggs Asset Management
Pennsylvania
$4.75K +$4.75K +38 New
WWP
1072
WR Wealth Planners
Missouri
$4.54K +$1.01K +8 +29%
NECFA
1073
New England Capital Financial Advisors
Connecticut
$4.29K – – –
EBA
1074
Eagle Bay Advisors
New York
$4.29K – – –
DIP
1075
DT Investment Partners
Pennsylvania
$4.03K – – –
41 42
43
44 45