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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.

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 %
NRG
1101
Nemes Rush Group
Michigan
$882 +$882 +7 New
WW
1102
Winnow Wealth
Texas
$864 +$864 +7 New
TWD
1103
True Wealth Design
Ohio
$778 +$778 +6 New
FDCP
1104
Foster Dykema Cabot & Partners
Massachusetts
$756 – – –
MRP
1105
Measured Risk Portfolios
California
$756 +$756 +6 New
TCM
1106
TD Capital Management
Tennessee
$641 – – –
FGC
1107
Financial Gravity Companies
Texas
$630 – – –
AWM
1108
Activest Wealth Management
Florida
$630 +$630 +5 New
HIMS
1109
Hager Investment Management Services
New Hampshire
$630 +$630 +5 New
SMAM
1110
Sugar Maple Asset Management
Wisconsin
$630 +$630 +5 New
RWS
1111
Retirement Wealth Solutions
Wisconsin
$69 +$69 +1 New
IAIM
1112
International Assets Investment Management
Florida
– -$1.36K -173,888 Closed
Tudor Investment Corp
1113
Tudor Investment Corp
Connecticut
– -$19.1M -149,000 Closed
WAM
1114
Weiss Asset Management
Massachusetts
– -$18.5M -144,519 Closed
Jane Street
1115
Jane Street
New York
– -$16.4M -128,326 Closed
MNA
1116
Manning & Napier Advisors
New York
– -$15.7M -122,317 Closed
EIP
1117
Epoch Investment Partners
New York
– -$15M -117,001 Closed
AA
1118
AQR Arbitrage
Connecticut
– -$10.9M -85,942 Closed
LMGAM
1119
Liberty Mutual Group Asset Management
Massachusetts
– -$6.64M -51,858 Closed
SP
1120
Sarasin & Partners
United Kingdom
– -$4.35M -33,962 Closed
TF
1121
Trek Financial
Arizona
– -$3.57M -27,918 Closed
DIA
1122
Dean Investment Associates
Ohio
– -$3.39M -26,448 Closed
TC
1123
TwinBeech Capital
New York
– -$3.25M -25,413 Closed
MWM
1124
Moran Wealth Management
Florida
– -$2.77M -21,636 Closed
FTDI
1125
First Trust Direct Indexing
Massachusetts
– -$2.68M -20,919 Closed
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45
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