Signals

WELL

1488 in-universe funds with a nonzero position in WELL within the trailing 4 quarters, as of 2025Q4

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#22640
Score / z-0.310 / -0.45
Consensus487.41 over 913 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest+8% / 3.6d

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 17,154.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 13,508.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Capital International Investors CIK 0001562230 0.968 446 8,805.4 1.4% 3 +0.0 pp +0.2 pp +1.4 pp +1.4 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 7,751.1 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
NORGES BANK CIK 0001374170 0.994 1617 5,466.3 0.6% 1 +0.6 pp -0.0 pp +0.6 pp +0.6 pp
FMR LLC CIK 0000315066 0.989 5571 3,865.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 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 3,787.0 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 3,462.5 0.6% 3 -0.0 pp +0.0 pp +0.6 pp +0.6 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 3,155.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Capital World Investors CIK 0001422849 0.974 637 1,994.3 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 1,873.6 1.0% 3 +0.0 pp +0.1 pp +1.0 pp +1.0 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 1,868.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 1,711.9 1.5% 4 +0.4 pp +0.5 pp +0.4 pp +1.5 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1,667.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 1,566.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 1,560.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 1,538.2 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 1,356.3 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 1,283.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 1,064.8 0.3% 5 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
CENTERSQUARE INVESTMENT MANAGEMENT LLC CIK 0001725296 0.917 80 1,028.7 10.2% 3 +0.7 pp +2.2 pp +10.2 pp +10.2 pp
Nuveen, LLC CIK 0001871926 0.966 3735 940.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 830.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 747.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Resolution Capital Ltd CIK 0001612389 0.895 39 662.9 14.7% 3 +0.1 pp -0.9 pp +14.7 pp +14.7 pp
Amundi CIK 0001330387 0.000 1 649.8 0.2% 3 -0.1 pp -0.0 pp +0.2 pp +0.2 pp
WCM INVESTMENT MANAGEMENT, LLC CIK 0001061186 0.913 266 616.9 1.3% 3 +1.2 pp +1.2 pp +1.3 pp +1.3 pp
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC CIK 0001033984 0.658 101 599.5 8.8% 3 +1.1 pp +1.2 pp +8.8 pp +8.8 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 591.2 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 543.7 0.7% 3 -0.0 pp +0.1 pp +0.7 pp +0.7 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 536.8 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 504.0 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 495.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
DUFF & PHELPS INVESTMENT MANAGEMENT CO CIK 0000765443 0.785 162 484.4 5.5% 3 +0.4 pp +1.0 pp +5.5 pp +5.5 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 447.5 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 367.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 358.9 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
National Pension Service CIK 0001608046 0.956 552 356.1 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Swiss National Bank CIK 0001582202 0.961 2301 340.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 327.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Aberdeen Group plc CIK 0001716774 0.934 934 319.2 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 308.5 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
APG Asset Management US Inc. CIK 0001323255 0.969 61 307.6 2.4% 3 +0.3 pp +0.7 pp +2.4 pp +2.4 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 306.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 303.0 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 255.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 250.3 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 248.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 245.7 0.7% 3 +0.0 pp +0.1 pp +0.7 pp +0.7 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 243.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 241.9 0.6% 3 -0.0 pp +0.1 pp +0.6 pp +0.6 pp
BAMCO INC /NY/ CIK 0001017918 0.724 345 237.1 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 234.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Castle Hook Partners LP CIK 0001687241 0.157 66 231.8 3.3% 3 -0.2 pp +0.8 pp +3.3 pp +3.3 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 226.1 0.7% 3 +0.0 pp +0.1 pp +0.7 pp +0.7 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 217.8 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC CIK 0001085601 0.755 44 211.7 8.5% 3 +0.1 pp -0.5 pp +8.5 pp +8.5 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 209.5 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
Zimmer Partners, LP CIK 0001565854 0.202 112 207.3 5.5% 3 +0.6 pp +1.1 pp +5.5 pp +5.5 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 202.7 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 202.2 0.2% 3 -0.1 pp -0.0 pp +0.2 pp +0.2 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 200.8 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 193.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Adelante Capital Management LLC CIK 0001067926 0.754 42 186.7 12.6% 3 +0.9 pp +1.5 pp +12.6 pp +12.6 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 186.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AEW CAPITAL MANAGEMENT L P CIK 0001046187 0.864 39 180.6 13.1% 3 +1.1 pp +2.7 pp +13.1 pp +13.1 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 173.0 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 170.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 170.0 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HEITMAN REAL ESTATE SECURITIES LLC CIK 0001080117 0.456 57 165.7 11.7% 3 -0.3 pp +0.6 pp +11.7 pp +11.7 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 157.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 153.5 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 144.5 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 141.2 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
CONGRESS ASSET MANAGEMENT CO CIK 0000897378 0.538 376 139.8 1.0% 3 +0.3 pp +0.4 pp +1.0 pp +1.0 pp
Capital International, Inc./CA/ CIK 0000895213 0.745 302 138.1 1.1% 3 +0.1 pp +0.3 pp +1.1 pp +1.1 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 133.8 0.6% 3 +0.2 pp +0.3 pp +0.6 pp +0.6 pp
STRS OHIO CIK 0000820478 0.777 2154 133.7 0.5% 4 +0.0 pp +0.1 pp +0.0 pp +0.5 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 127.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 126.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swedbank AB CIK 0000946431 0.941 696 125.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 123.6 0.2% 3 -0.3 pp -0.3 pp +0.2 pp +0.2 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 121.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Korea Investment CORP CIK 0001441689 0.896 677 118.9 0.2% 3 -0.1 pp -0.0 pp +0.2 pp +0.2 pp
LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 116.4 0.4% 3 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 109.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
AVIVA PLC CIK 0001140022 0.925 854 101.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 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 100.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 98.3 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
Apollo Management Holdings, L.P. CIK 0001449434 0.789 83 95.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 93.4 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 92.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 90.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 88.5 0.0% 3 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 87.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 83.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
TCW GROUP INC CIK 0000850401 0.730 629 80.6 0.6% 3 +0.5 pp +0.5 pp +0.6 pp +0.6 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 79.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 79.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 78.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 78.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Resona Asset Management Co.,Ltd. CIK 0001944142 0.855 786 77.8 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 77.3 0.2% 1 +0.2 pp +0.0 pp +0.0 pp +0.0 pp
CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 75.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 74.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
VIRGINIA RETIREMENT SYSTEMS ET Al CIK 0001005354 0.594 1300 72.2 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 0.767 1759 71.4 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 71.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
UniSuper Management Pty Ltd CIK 0001989400 0.856 652 69.5 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
LPL Financial LLC CIK 0001403438 0.957 5996 68.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Candriam S.C.A. CIK 0001537014 0.787 677 65.4 0.3% 3 -0.1 pp -0.0 pp +0.3 pp +0.3 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 65.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 64.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
BOWEN HANES & CO INC CIK 0001077583 0.789 151 64.2 1.6% 3 +0.1 pp +0.3 pp +1.6 pp +1.6 pp
FARALLON CAPITAL MANAGEMENT, L.L.C. CIK 0000909661 0.000 86 63.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 60.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 57.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Capital Research Global Investors CIK 0001422848 0.983 426 56.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 56.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 55.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
BROOKFIELD Corp /ON/ (BN, BNH, BNJ, BKPA, BAMGF, BAMKF, BKAMF, BKFAF, BKFDF, BKFOF, BKFPF, BRCFF, BRFAF, BRFCF, BROXF) CIK 0001001085 0.996 139 55.3 0.1% 2 +0.0 pp +0.1 pp -0.3 pp +0.1 pp
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JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
Williamson Legacy Group, LLC CIK 0002011965 0.027 75 0.0 0.0% 0 +0.0 pp -1.3 pp +0.0 pp +0.0 pp
Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SUMMIT SECURITIES GROUP LLC CIK 0001531593 0.031 910 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Wambolt & Associates, LLC CIK 0001755723 0.248 171 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
VIRTUS ADVISERS, LLC CIK 0001587281 0.057 509 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Palisade Asset Management, LLC CIK 0001434323 0.478 204 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pathway Financial Advisers, LLC CIK 0002024152 0.232 167 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TABR Capital Management, LLC CIK 0001805603 0.027 54 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
SummitTX Capital, L.P. CIK 0002052310 0.070 756 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Carmel Capital Partners, LLC CIK 0001900481 0.216 134 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Gillson Capital LP CIK 0001698055 0.068 80 0.0 0.0% 0 +0.0 pp -2.9 pp +0.0 pp +0.0 pp
Nearwater Capital Markets, Ltd CIK 0001915842 0.000 100 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
Alpine Global Management, LLC CIK 0001581655 0.035 232 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Phocas Financial Corp. CIK 0001356783 0.164 153 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SMART Wealth LLC CIK 0002044723 0.032 222 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Campbell & CO Investment Adviser LLC CIK 0001353570 0.000 1005 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jackson Wealth Management, LLC CIK 0001536799 0.022 86 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
SHELL ASSET MANAGEMENT CO CIK 0001211028 0.208 1191 0.0 0.0% 0 -0.3 pp -0.2 pp +0.0 pp +0.0 pp
LeConte Wealth Management, LLC CIK 0002060443 0.259 179 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 +0.0 pp -0.2 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
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Prairie Sky Financial Group LLC CIK 0001985274 0.570 71 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
MBB PUBLIC MARKETS I LLC CIK 0001892378 0.927 25 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
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Impact Asset Management GmbH CIK 0002068799 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -2.3 pp +0.0 pp
Lokken Investment Group LLC CIK 0001842840 0.331 148 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Navigoe, LLC CIK 0002056100 0.632 1224 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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