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Welltower
WELL

Overview Fund Activity

813 hedge funds and large institutions have $37.3B invested in Welltower in 2022 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 314 increasing their positions, 257 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
813
Holders Change
-29
Holders Change %
-3.44%
% of All Funds
13.75%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.3%
New
73
Increased
314
Reduced
257
Closed
89
Calls
$151M
Puts
$137M
Net Calls
+$13.5M
Net Calls Change
-$8.98M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.48B
2
BlackRock
2
BlackRock
New York
$4.11B
3
MSE
3
MUFG Securities EMEA
United Kingdom
$251M
4
Bank of America
4
Bank of America
North Carolina
$354M
5
Morgan Stanley
5
Morgan Stanley
New York
$528M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$2.81B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$760M
3
American Century Companies
3
American Century Companies
Missouri
$103M
4
Deutsche Bank
4
Deutsche Bank
Germany
$385M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$9.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
VI
251
Versor Investments
New York
$3.06M +$2.61M +31,679 +576%
Fifth Third Bancorp
252
Fifth Third Bancorp
Ohio
$3.03M -$51.5K -625 -2%
Northwestern Mutual Wealth Management
253
Northwestern Mutual Wealth Management
Wisconsin
$3.03M -$266K -3,227 -8%
KCM
254
Kornitzer Capital Management
Kansas
$3.03M – – –
NWM
255
Nicola Wealth Management
British Columbia, Canada
$3.01M +$3.01M +36,505 New
ST
256
Spinnaker Trust
Maine
$3.01M -$22.6K -275 -0.7%
PAG
257
Private Advisor Group
New Jersey
$3M -$160K -1,944 -5%
PI
258
PEAK6 Investments
Illinois
$2.96M +$2.96M +35,885 New
LMIM
259
Lockheed Martin Investment Management
Maryland
$2.93M -$1.03M -12,560 -26%
EMPI
260
Elo Mutual Pension Insurance
Finland
$2.9M +$84.2K +1,022 +3%
MSRPS
261
Maryland State Retirement & Pension System
Maryland
$2.88M +$129K +1,570 +5%
RRWA
262
Rainey & Randall Wealth Advisors
Florida
$2.82M -$91.1K -1,106 -3%
KRS
263
Kentucky Retirement Systems
Kentucky
$2.78M +$490K +5,948 +21%
VIA
264
Vident Investment Advisory
Georgia
$2.77M -$28.3K -344 -1%
ECA
265
Endeavour Capital Advisors
Connecticut
$2.77M +$2.77M +33,610 New
SAM
266
Shell Asset Management
Netherlands
$2.75M +$297K +3,612 +12%
UCFA
267
United Capital Financial Advisors
Texas
$2.71M -$412 -5 -0%
Vontobel Holding
268
Vontobel Holding
Switzerland
$2.67M +$863K +10,372 +48%
AIM
269
Achmea Investment Management
Netherlands
$2.65M – – –
PWMAG
270
Pinnacle Wealth Management Advisory Group
New Jersey
$2.48M +$259K +3,142 +12%
NIMI
271
Natixis Investment Managers International
France
$2.48M +$1.57M +19,099 +173%
OC
272
Oppenheimer & Co
New York
$2.48M +$177K +2,145 +8%
Baird Financial Group
273
Baird Financial Group
Wisconsin
$2.47M -$96.2K -1,168 -4%
Mariner
274
Mariner
Kansas
$2.43M +$198K +2,409 +9%
DA
275
Duality Advisers
Florida
$2.43M +$2.43M +29,497 New
9 10
11
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