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Welltower
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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 %
WIM
1151
Warwick Investment Management
Texas
– -$276K -2,156 Closed
MIS
1152
Morningstar Investment Services
Illinois
– -$264K -2,076 Closed
SPA
1153
Sherbrooke Park Advisers
New York
– -$255K -1,990 Closed
MGIA
1154
Moneta Group Investment Advisors
Missouri
– -$227K -1,776 Closed
GIA
1155
Gateway Investment Advisers
Ohio
– -$225K -1,754 Closed
WEG
1156
World Equity Group
Illinois
– -$221K -1,729 Closed
ACM
1157
Advisors Capital Management
New Jersey
– -$220K -1,714 Closed
CIAS
1158
Capital Investment Advisory Services
North Carolina
– -$216K -1,690 Closed
WMA
1159
West Michigan Advisors
Michigan
– -$216K -1,690 Closed
FNBT
1160
FineMark National Bank & Trust
Florida
– -$212K -1,658 Closed
AWM
1161
Aberdeen Wealth Management
Illinois
– -$211K -1,650 Closed
SCA
1162
Stonebridge Capital Advisors
Minnesota
– -$206K -1,608 Closed
APC
1163
Aspire Private Capital
North Carolina
– -$177K -1,379 Closed
FCM
1164
Fourpath Capital Management
Oklahoma
– -$133K -1,036 Closed
BWP
1165
Baldwin Wealth Partners
Massachusetts
– -$128K -1,000 Closed
NS
1166
NBC Securities
Alabama
– -$111K -869 Closed
JIP
1167
Jaffetilchin Investment Partners
Florida
– -$62.6K -489 Closed
RA
1168
Rational Advisors
New York
– -$56.6K -442 Closed
ATS
1169
Ashton Thomas Securities
New York
– -$49.8K -389 Closed
CA
1170
Claris Advisors
Missouri
– -$39.3K -307 Closed
OA
1171
Operose Advisors
Wisconsin
– -$28.8K -225 Closed
FNWA
1172
Financial Network Wealth Advisors
Utah
– -$17K -133 Closed
PCA
1173
Providence Capital Advisors
North Carolina
– -$16.5K -129 Closed
IAS
1174
IMA Advisory Services
Colorado
– -$13.2K -103 Closed
CA
1175
Crewe Advisors
Utah
– -$8.71K -68 Closed
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