Signals

WELL

1194 in-universe funds with a nonzero position in WELL within the trailing 4 quarters, as of 2025Q2

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed Full insider history

DateTypeWhat happened
2026-08-26 Insider Gundlach Andrew acquired via purchase ($605,150)
2026-08-25 Insider Gundlach Andrew acquired via purchase ($598,675)
2026-08-20 Insider LOPEZ DENNIS G acquired via award ($17,330)
2026-07-28 8-K Item(s) 8.01, 9.01
2026-07-28 Ownership Dilution filing by WELLTOWER INC. (424B5)
2026-07-27 8-K Item(s) 2.02, 9.01
2026-07-13 8-K Item(s) 8.01, 9.01
2026-07-08 Ownership Dilution filing by WELLTOWER INC. (424B5)
2026-07-06 Ownership Dilution filing by WELLTOWER INC. (424B5)
2026-06-26 Insider Mitra Shankh (CEO) disposed via G
2026-06-01 8-K Item(s) 7.01, 9.01
2026-05-31 Insider Mitra Shankh (CEO) acquired via award ($2,946)
2026-05-27 Insider Mitra Shankh (CEO) disposed via G
2026-05-22 8-K Item(s) 5.07
2026-05-21 Insider LOPEZ DENNIS G acquired via award ($13,609)
2026-05-01 Insider BACON KENNETH J acquired via C
2026-04-29 8-K Item(s) 8.01, 9.01
2026-04-29 Ownership Dilution filing by WELLTOWER INC. (424B5)
2026-04-28 8-K Item(s) 2.02, 9.01
2026-03-10 8-K Item(s) 1.01, 9.01
2026-02-26 Insider LOPEZ DENNIS G acquired via award
2026-02-26 Insider Rivera Sergio acquired via award
2026-02-10 8-K Item(s) 2.02, 9.01
2025-10-28 8-K Item(s) 8.01, 9.01
2025-10-28 Ownership Dilution filing by WELLTOWER INC. (424B5)
2025-10-28 Ownership Dilution filing by WELLTOWER INC. (424B5)
2025-08-01 Ownership Dilution filing by WELLTOWER INC. (424B5)
2025-07-31 Ownership Dilution filing by WELLTOWER INC. (424B5)
2025-06-26 Ownership Dilution filing by WELLTOWER INC. (424B5)
2025-06-25 Ownership Dilution filing by WELLTOWER INC. (424B5)

Flow ranking

Rank#441
Score / z0.435 / 0.54
Consensus439.82 over 837 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest-13% / 2.1d

Forensics

Clean as of 2026Q1
Accrual ratio
F-score
M-score
Net issuance

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-08-26 Gundlach Andrew P $605,150
2026-08-25 Gundlach Andrew P $598,675
2026-08-20 LOPEZ DENNIS G A $17,330
2026-06-26 Mitra Shankh G
2026-05-31 Mitra Shankh A $2,946
2026-05-27 Mitra Shankh G
2026-05-21 LOPEZ DENNIS G A $13,609
2026-05-01 BACON KENNETH J C
2026-02-26 LOPEZ DENNIS G A
2026-02-26 Rivera Sergio A
Showing the 10 most recent.

8-K events

Negative / total0 / 3
FiledFormItems
2026-07-28 8-K 8.01, 9.01
2026-07-27 8-K 2.02, 9.01
2026-07-13 8-K 8.01, 9.01
2026-06-01 8-K 7.01, 9.01
2026-05-22 8-K 5.07
2026-04-29 8-K 8.01, 9.01
2026-04-28 8-K 2.02, 9.01
2026-03-10 8-K 1.01, 9.01
2026-02-10 8-K 2.02, 9.01
2025-10-28 8-K 8.01, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 4
FiledFormFiler
2026-07-28 424B5 WELLTOWER INC.
2026-07-08 424B5 WELLTOWER INC.
2026-07-06 424B5 WELLTOWER INC.
2026-04-29 424B5 WELLTOWER INC.
2025-10-28 424B5 WELLTOWER INC.
2025-10-28 424B5 WELLTOWER INC.
2025-08-01 424B5 WELLTOWER INC.
2025-07-31 424B5 WELLTOWER INC.
2025-06-26 424B5 WELLTOWER INC.
2025-06-25 424B5 WELLTOWER INC.
Showing the 10 most recent.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
VANGUARD GROUP INC CIK 0000102909 0.000 0 13,188.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 10,230.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Capital International Investors CIK 0001562230 0.968 446 6,866.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 6,090.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NORGES BANK CIK 0001374170 0.994 1617 4,903.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 3,100.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 2,922.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
FMR LLC CIK 0000315066 0.989 5571 2,816.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 2,303.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 1,604.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 1,490.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1,356.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 1,354.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 1,214.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 1,126.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 1,121.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 1,121.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 1,106.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 986.4 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 942.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Nuveen, LLC CIK 0001871926 0.966 3735 787.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Resolution Capital Ltd CIK 0001612389 0.895 39 781.7 15.5% 1 +15.5 pp +15.5 pp +15.5 pp +15.5 pp
CENTERSQUARE INVESTMENT MANAGEMENT LLC CIK 0001725296 0.917 80 768.4 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 722.4 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 617.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Amundi CIK 0001330387 0.000 1 612.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 520.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC CIK 0001033984 0.658 101 502.9 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 502.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 434.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 426.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 388.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
DUFF & PHELPS INVESTMENT MANAGEMENT CO CIK 0000765443 0.785 162 385.8 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 379.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 323.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 322.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Swiss National Bank CIK 0001582202 0.961 2301 301.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 269.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 269.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
National Pension Service CIK 0001608046 0.956 552 254.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 254.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 252.1 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Capital World Investors CIK 0001422849 0.974 637 244.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 242.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Aberdeen Group plc CIK 0001716774 0.934 934 239.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 235.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
APG Asset Management US Inc. CIK 0001323255 0.969 61 230.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC CIK 0001085601 0.755 44 218.7 8.9% 1 +8.9 pp +8.9 pp +8.9 pp +8.9 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 217.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 199.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 198.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AEW CAPITAL MANAGEMENT L P CIK 0001046187 0.864 39 197.3 10.4% 1 +10.4 pp +10.4 pp +10.4 pp +10.4 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 195.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 194.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Zimmer Partners, LP CIK 0001565854 0.202 112 191.8 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 190.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
BAMCO INC /NY/ CIK 0001017918 0.724 345 188.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 185.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 177.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Castle Hook Partners LP CIK 0001687241 0.157 66 169.7 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 164.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 163.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 156.6 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
HEITMAN REAL ESTATE SECURITIES LLC CIK 0001080117 0.456 57 155.3 11.0% 1 +11.0 pp +11.0 pp +11.0 pp +11.0 pp
Adelante Capital Management LLC CIK 0001067926 0.754 42 150.9 11.1% 1 +11.1 pp +11.1 pp +11.1 pp +11.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 148.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 138.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 128.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 127.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 119.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 119.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 118.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
STRS OHIO CIK 0000820478 0.777 2154 118.3 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 116.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Korea Investment CORP CIK 0001441689 0.896 677 116.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 106.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 99.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 91.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CONGRESS ASSET MANAGEMENT CO CIK 0000897378 0.538 376 89.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 87.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 87.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 85.7 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
AXA S.A. CIK 0000898427 0.038 46 82.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 81.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Capital International, Inc./CA/ CIK 0000895213 0.745 302 81.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 77.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 76.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 74.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
AVIVA PLC CIK 0001140022 0.925 854 74.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 73.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Artisan Partners Limited Partnership CIK 0001466153 0.780 328 72.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 72.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 71.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 70.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 68.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 66.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 65.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
M.D. Sass, LLC CIK 0000922940 0.313 38 65.3 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 64.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Candriam S.C.A. CIK 0001537014 0.787 677 64.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
UniSuper Management Pty Ltd CIK 0001989400 0.856 652 63.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 62.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 61.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 61.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 59.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 58.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 0.767 1759 58.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Weiss Asset Management LP CIK 0001357550 0.000 613 57.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 57.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 56.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WORLDQUANT MILLENNIUM ADVISORS LLC CIK 0001745981 0.413 702 56.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Resona Asset Management Co.,Ltd. CIK 0001944142 0.855 786 55.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
BOWEN HANES & CO INC CIK 0001077583 0.789 151 53.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 53.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 51.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 50.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 50.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Uniplan Investment Counsel, Inc. CIK 0001520710 0.368 175 48.3 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
Capital Research Global Investors CIK 0001422848 0.983 426 47.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 46.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VIRGINIA RETIREMENT SYSTEMS ET Al CIK 0001005354 0.594 1300 45.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CORDA Investment Management, LLC. CIK 0001545812 0.556 85 44.8 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
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Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
High Note Wealth, LLC CIK 0001807283 0.548 959 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Citizens National Bank Trust Department CIK 0001806425 0.400 381 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Red Tortoise LLC CIK 0001910488 0.497 590 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HAGER INVESTMENT MANAGEMENT SERVICES, LLC CIK 0002026645 0.203 352 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BIRCHBROOK, INC. CIK 0002071468 0.526 305 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Navigoe, LLC CIK 0002056100 0.632 1224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Heritage Wealth Advisors CIK 0001591122 0.892 703 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PFS Partners, LLC CIK 0002002654 0.478 599 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compass Financial Services Inc CIK 0002039088 0.671 57 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aspect Partners, LLC CIK 0001985284 0.319 679 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Y.D. More Investments Ltd CIK 0001870364 0.791 510 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DT Investment Partners, LLC CIK 0001537621 0.779 512 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD Capital Management LLC CIK 0001483824 0.737 797 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
S&T BANK/PA CIK 0001010911 0.357 445 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crews Bank & Trust CIK 0002052279 0.645 662 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IMG Wealth Management, Inc. CIK 0002032103 0.438 612 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evergreen Private Wealth LLC CIK 0002010098 0.277 89 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GFG Capital, LLC CIK 0001638520 0.236 100 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NVWM, LLC CIK 0001697274 0.201 780 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Redwood Park Advisors LLC CIK 0002056274 0.690 351 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trifecta Capital Advisors, LLC CIK 0001962615 0.520 493 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Core Alternative Capital CIK 0001776878 0.274 201 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthCollab, LLC CIK 0002017870 0.551 969 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clean Yield Group CIK 0001525865 0.299 395 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JDM Financial Group LLC CIK 0001960212 0.638 332 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blume Capital Management, Inc. CIK 0001587192 0.384 356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mission Financial Group, LLC CIK 0002113810 0.151 158 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Intrua Financial, LLC CIK 0001812792 0.394 491 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BROOKFIELD Corp /ON/ (BN, BNH, BNJ, BKPA, BAMGF, BAMKF, BKAMF, BKFAF, BKFDF, BKFOF, BKFPF, BRCFF, BRFAF, BRFCF, BROXF) CIK 0001001085 0.996 139 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Impact Asset Management GmbH CIK 0002068799 0.000 0 0.0 0.0% 0 -2.3 pp +0.0 pp +0.0 pp +0.0 pp
BIRCH FINANCIAL GROUP, LLC CIK 0002083592 0.269 135 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just WELL). Qtrs Held counts distinct quarters this fund has actually held WELL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its WELL position size. Δ columns are the percentage-point change in WELL's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status