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Welltower
WELL

Overview Fund Activity

771 hedge funds and large institutions have $34.4B invested in Welltower in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 283 increasing their positions, 262 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
771
Holders Change
-24
Holders Change %
-3.02%
% of All Funds
12.34%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.26%
New
67
Increased
283
Reduced
262
Closed
71
Calls
$90.7M
Puts
$54.7M
Net Calls
+$36M
Net Calls Change
+$155M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$796M
2
Deutsche Bank
Deutsche Bank
Germany
+$286M
3
Invesco
Invesco
Georgia
+$146M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$112M
5
Russell Investments Group
Russell Investments Group
United Kingdom
+$84.3M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$231M
2
ZP
Zimmer Partners
New York
-$219M
3
BC
Brookfield Corp
Ontario, Canada
-$80.2M
4
SO
STRS Ohio
Ohio
-$46.1M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$45.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFM
251
Boothbay Fund Management
New York
$2.54M +$44.8K +625 +2%
BMSSC
252
B. Metzler seel. Sohn & Co
Germany
$2.51M -$112K -1,568 -4%
SAM
253
Shell Asset Management
Netherlands
$2.47M +$828K +11,554 +50%
LMIM
254
Lockheed Martin Investment Management
Maryland
$2.45M – – –
Impax Asset Management Group
255
Impax Asset Management Group
United Kingdom
$2.44M -$932 -13 -0%
Bank of Nova Scotia
256
Bank of Nova Scotia
Ontario, Canada
$2.35M -$874K -12,192 -27%
VI
257
Vestcor Inc
New Brunswick, Canada
$2.34M +$237K +3,307 +11%
National Bank of Canada
258
National Bank of Canada
Quebec, Canada
$2.32M +$1.32M +18,443 +133%
PP
259
Prudential plc
United Kingdom
$2.29M +$12.8K +179 +0.6%
RRWA
260
Rainey & Randall Wealth Advisors
Florida
$2.27M +$27.8K +388 +1%
VPIM
261
Vanguard Personalized Indexing Management
California
$2.27M +$215K +3,001 +10%
CII
262
Capital International Inc
California
$2.26M +$2.26M +31,563 New
LSERS
263
Louisiana State Employees Retirement System
Louisiana
$2.2M +$14.3K +200 +0.7%
KA
264
Kintegral Advisory
New York
$2.19M -$118K -1,644 -5%
SPFA
265
Summit Place Financial Advisors
New Jersey
$2.17M +$289K +4,035 +15%
Mercer Global Advisors
266
Mercer Global Advisors
Colorado
$2.14M +$154K +2,154 +8%
FAM
267
Fred Alger Management
New York
$2.14M +$105K +1,463 +5%
T
268
TOBAM
France
$2.12M +$1.29M +18,026 +156%
Pacer Advisors
269
Pacer Advisors
Pennsylvania
$2.07M +$1.99M +27,749 +2,543%
William Blair & Company
270
William Blair & Company
Illinois
$2.06M +$11.8K +164 +0.6%
MML Investors Services
271
MML Investors Services
Massachusetts
$2.04M -$86.6K -1,208 -4%
BFO
272
Boston Family Office
Massachusetts
$1.99M -$76.6K -1,069 -4%
CCM
273
Cinctive Capital Management
New York
$1.99M +$1.99M +27,707 New
PWMAG
274
Pinnacle Wealth Management Advisory Group
New Jersey
$1.98M +$66K +921 +3%
RBC
275
Romano Brothers & Co
Illinois
$1.98M -$57K -795 -3%
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