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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 %
Creative Planning
276
Creative Planning
Kansas
$2.63M +$86.2K +897 +3%
Mariner
277
Mariner
Kansas
$2.61M +$381K +3,966 +17%
PWMAG
278
Pinnacle Wealth Management Advisory Group
New Jersey
$2.6M +$148K +1,543 +6%
AC
279
Allstate Corporation
Illinois
$2.54M -$1.07M -11,166 -30%
William Blair & Company
280
William Blair & Company
Illinois
$2.51M -$28.8K -300 -1%
OSAM
281
O'Shaughnessy Asset Management
Connecticut
$2.45M +$130K +1,355 +6%
NMERB
282
New Mexico Educational Retirement Board
New Mexico
$2.44M -$48.1K -500 -2%
O
283
Ossiam
France
$2.43M +$2.43M +25,292 New
Rockefeller Capital Management
284
Rockefeller Capital Management
New York
$2.41M +$126K +1,316 +6%
BFM
285
Boothbay Fund Management
New York
$2.4M +$977K +10,164 +69%
BFO
286
Boston Family Office
Massachusetts
$2.38M +$3.27K +34 +0.1%
CGH
287
Crossmark Global Holdings
Texas
$2.35M -$14.8K -154 -0.6%
MIAN
288
Mariner Independent Advisor Network
Kansas
$2.34M +$942K +9,705 +68%
MML Investors Services
289
MML Investors Services
Massachusetts
$2.32M +$865 +9 +0%
Marshall Wace
290
Marshall Wace
United Kingdom
$2.32M +$2.32M +24,100 New
CIA
291
Capital Investment Advisors
Georgia
$2.29M -$207K -2,157 -8%
Rafferty Asset Management
292
Rafferty Asset Management
New York
$2.29M +$106K +1,106 +5%
XF
293
XML Financial
Maryland
$2.26M -$38.4K -399 -2%
VF
294
Virtu Financial
New York
$2.21M +$1.71M +17,810 +343%
BAM
295
Blueshift Asset Management
New Jersey
$2.21M +$397K +4,126 +22%
SG Americas Securities
296
SG Americas Securities
New York
$2.18M -$5.31M -55,190 -71%
S
297
Seeyond
France
$2.18M +$819K +8,527 +60%
PMG
298
ProVise Management Group
Florida
$2.17M -$14K -146 -0.6%
Pacer Advisors
299
Pacer Advisors
Pennsylvania
$2.15M -$22.8K -237 -1%
PA
300
PFG Advisors
Arizona
$2.14M +$21.8K +227 +1%
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