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Welltower
WELL

Overview Fund Activity

781 hedge funds and large institutions have $29.9B invested in Welltower in 2022 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 324 increasing their positions, 239 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
781
Holders Change
-32
Holders Change %
-3.94%
% of All Funds
13.51%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.24%
New
62
Increased
324
Reduced
239
Closed
83
Calls
$77.6M
Puts
$120M
Net Calls
-$42.8M
Net Calls Change
-$56.3M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.67B
2
Cohen & Steers
2
Cohen & Steers
New York
$2.58B
3
Principal Financial Group
3
Principal Financial Group
Iowa
$440M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$4.79B
5
Daiwa Securities Group
5
Daiwa Securities Group
Japan
$551M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$999M
2
Deutsche Bank
2
Deutsche Bank
Germany
$87.8M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$429M
4
Invesco
4
Invesco
Georgia
$385M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$332M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
251
Securian Asset Management
Minnesota
$2.43M -$24.1M -374,497 -91%
CA
252
Callahan Advisors
Texas
$2.43M -$99K -1,539 -4%
AAM
253
Advisors Asset Management
Colorado
$2.42M -$459K -7,136 -16%
ACM
254
AlphaCrest Capital Management
New York
$2.41M +$1.41M +21,918 +140%
ST
255
Spinnaker Trust
Maine
$2.4M +$49.1K +764 +2%
CAN
256
Cetera Advisor Networks
California
$2.39M -$28.2K -438 -1%
KCM
257
Kornitzer Capital Management
Kansas
$2.37M – – –
T
258
TOBAM
France
$2.36M -$1.11M -17,241 -32%
KRS
259
Kentucky Retirement Systems
Kentucky
$2.33M +$166K +2,579 +8%
Nordea Investment Management
260
Nordea Investment Management
Sweden
$2.33M -$236K -3,721 -9%
BRWA
261
B. Riley Wealth Advisors
Florida
$2.25M +$2.25M +34,921 New
MS
262
Maven Securities
Jersey
$2.22M +$2.01M +31,299 +970%
WAM
263
Wolverine Asset Management
Illinois
$2.22M +$1.4M +21,788 +171%
D.E. Shaw & Co
264
D.E. Shaw & Co
New York
$2.21M -$12.5M -194,161 -85%
RRWA
265
Rainey & Randall Wealth Advisors
Florida
$2.2M +$1.74K +27 +0.1%
EMPI
266
Elo Mutual Pension Insurance
Finland
$2.19M -$74.6K -1,160 -3%
Fifth Third Bancorp
267
Fifth Third Bancorp
Ohio
$2.1M -$275K -4,269 -12%
VIA
268
Vident Investment Advisory
Georgia
$2.08M +$74.2K +1,247 +4%
AIM
269
Achmea Investment Management
Netherlands
$2.07M – – –
UCFA
270
United Capital Financial Advisors
Texas
$2.04M -$76.4K -1,188 -4%
PWMAG
271
Pinnacle Wealth Management Advisory Group
New Jersey
$2.01M +$75.9K +1,181 +4%
EDRH
272
Edmond de Rothschild Holding
Switzerland
$2.01M +$141K +2,197 +8%
Mariner
273
Mariner
Kansas
$2M +$102K +1,583 +5%
DCM
274
Dupont Capital Management
Delaware
$1.97M -$477K -7,423 -19%
LMIM
275
Lockheed Martin Investment Management
Maryland
$1.96M -$328K -5,100 -14%
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