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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 %
TFM
1076
TFC Financial Management
Massachusetts
$3.79K – – –
ACM
1077
Anfield Capital Management
California
$3.53K +$1.76K +14 +100%
OC
1078
Oarsman Capital
Wisconsin
$3.28K – – –
CSWM
1079
Cassady Schiller Wealth Management
Ohio
$3.15K +$3.15K +25 New
MEG
1080
Millstone Evans Group
Colorado
$2.9K +$2.9K +23 New
PWMG
1081
Private Wealth Management Group
New Jersey
$2.77K – – –
MFT
1082
Moisand Fitzgerald Tamayo
Florida
$2.77K – – –
SC
1083
SouthState Corp
Florida
$2.65K – – –
DSC
1084
Duncker Streett & Co
Missouri
$2.14K – – –
HI
1085
Human Investing
Oregon
$2.02K +$2.02K +16 New
NL
1086
NVWM LLC
Pennsylvania
$2.02K – – –
TCA
1087
Trifecta Capital Advisors
Illinois
$1.89K – – –
AA
1088
Addison Advisors
Vermont
$1.89K +$1.89K +15 New
RPA
1089
Redwood Park Advisors
California
$1.89K +$1.89K +15 New
PWA
1090
Principia Wealth Advisory
Texas
$1.89K +$1.89K +15 New
CAC
1091
Core Alternative Capital
Georgia
$1.76K – – –
FLP
1092
Financial Life Planners
Arizona
$1.68K +$1.68K +13 New
BFPW
1093
BOK Financial Private Wealth
Colorado
$1.64K +$1.64K +13 New
WWA
1094
Wingate Wealth Advisors
Massachusetts
$1.51K +$1.51K +12 New
WCM
1095
WealthTrak Capital Management
Virginia
$1.39K +$1.39K +11 New
CYG
1096
Clean Yield Group
Vermont
$1.39K – – –
JFG
1097
JDM Financial Group
Texas
$1.26K – – –
1IA
1098
1620 Investment Advisors
Massachusetts
$1.2K -$1.33K -10 -53%
SFCL
1099
Strengthening Families & Communities LLC
Massachusetts
$1K – – –
RWM
1100
Ruedi Wealth Management
Illinois
$882 – – –
42 43
44
45 46