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Welltower
WELL

Overview Fund Activity

842 hedge funds and large institutions have $42.1B invested in Welltower in 2022 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 310 increasing their positions, 277 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
842
Holders Change
+40
Holders Change %
+4.99%
% of All Funds
13.32%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.27%
New
104
Increased
310
Reduced
277
Closed
52
Calls
$140M
Puts
$117M
Net Calls
+$22.4M
Net Calls Change
+$41.1M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$932M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$342M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$280M
4
State Street
State Street
Massachusetts
+$246M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$120M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$290M
2
Credit Agricole
Credit Agricole
France
-$251M
3
CCM
Cullen Capital Management
New York
-$157M
4
BlackRock
BlackRock
New York
-$135M
5
Invesco
Invesco
Georgia
-$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCM
226
Garland Capital Management
Washington
$4.78M +$4.81K +50 +0.1%
Squarepoint
227
Squarepoint
New York
$4.76M +$3.57M +37,104 +300%
WCM
228
Windward Capital Management
California
$4.72M -$55.6K -578 -1%
HIMCH
229
Hartford Investment Management Co (HIMCO)
Connecticut
$4.68M -$279K -2,904 -6%
LMIM
230
Lockheed Martin Investment Management
Maryland
$4.63M -$192K -2,000 -4%
JPMPWA
231
J.P. Morgan Private Wealth Advisors
California
$4.58M -$559K -5,817 -11%
M&T Bank
232
M&T Bank
New York
$4.57M +$143K +1,492 +3%
AAM
233
Advisors Asset Management
Colorado
$4.51M +$269K +2,801 +6%
GIA
234
Gateway Investment Advisers
Ohio
$4.37M -$7.12K -74 -0.2%
PGFC
235
Peapack-Gladstone Financial Corp
New Jersey
$4.35M -$71.6K -745 -2%
US Bancorp
236
US Bancorp
Minnesota
$4.24M +$31.8K +331 +0.8%
RIM
237
Redpoint Investment Management
Australia
$4.08M +$166K +1,726 +4%
Mackenzie Financial
238
Mackenzie Financial
Ontario, Canada
$3.91M +$235K +2,440 +6%
Northwestern Mutual Wealth Management
239
Northwestern Mutual Wealth Management
Wisconsin
$3.85M -$9.04K -94 -0.2%
BAMCO Inc
240
BAMCO Inc
New York
$3.82M +$3.82M +39,757 New
Cambridge Investment Research Advisors
241
Cambridge Investment Research Advisors
Iowa
$3.81M -$7.88K -82 -0.2%
CA
242
Callahan Advisors
Texas
$3.73M -$12.3K -128 -0.3%
PAG
243
Private Advisor Group
New Jersey
$3.69M +$125K +1,305 +4%
CAN
244
Cetera Advisor Networks
California
$3.67M -$66.6K -693 -2%
Fifth Third Bancorp
245
Fifth Third Bancorp
Ohio
$3.6M +$135K +1,409 +4%
DCM
246
Dupont Capital Management
Delaware
$3.59M -$39.3K -409 -1%
Nordea Investment Management
247
Nordea Investment Management
Sweden
$3.59M -$9.49K -97 -0.3%
BMSSC
248
B. Metzler seel. Sohn & Co
Germany
$3.55M +$264K +2,741 +8%
KCM
249
Kornitzer Capital Management
Kansas
$3.54M – – –
ST
250
Spinnaker Trust
Maine
$3.54M +$1.35K +14 +0%
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