WELL icon

Welltower
WELL

Overview Fund Activity

807 hedge funds and large institutions have $39.9B invested in Welltower in 2023 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 299 increasing their positions, 256 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
807
Holders Change
+36
Holders Change %
+4.67%
% of All Funds
12.73%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.28%
New
78
Increased
299
Reduced
256
Closed
38
Calls
$134M
Puts
$41.8M
Net Calls
+$92.1M
Net Calls Change
+$56.1M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$1.73B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$2.19B
3
BlackRock
BlackRock
New York
$4.32B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$611M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$203M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$3.07B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.17B
3
Daiwa Securities Group
Daiwa Securities Group
Japan
$648M
4
OIAM
OFI Invest Asset Management
France
$1.24M
5
Bank of America
Bank of America
North Carolina
$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
276
Mercer Global Advisors
Colorado
$2.39M -$28.7K -355 -1%
William Blair & Company
277
William Blair & Company
Illinois
$2.31M -$4.69K -58 -0.2%
PWMAG
278
Pinnacle Wealth Management Advisory Group
New Jersey
$2.31M +$73.9K +913 +3%
GAM
279
Gotham Asset Management
New York
$2.25M -$881K -10,894 -28%
BFO
280
Boston Family Office
Massachusetts
$2.22M -$23.5K -290 -1%
LM
281
Lincluden Management
Ontario, Canada
$2.21M – – –
OAM
282
Ostrum Asset Management
France
$2.21M +$5.1K +63 +0.2%
CGH
283
Crossmark Global Holdings
Texas
$2.17M -$37.6K -464 -2%
RBC
284
Romano Brothers & Co
Illinois
$2.16M -$74.8K -925 -3%
CB
285
Commerce Bank
Missouri
$2.07M -$28.2K -348 -1%
ECA
286
Endeavour Capital Advisors
Connecticut
$2.05M – – –
PAG
287
Private Advisor Group
New Jersey
$2.04M -$56.4K -691 -3%
PS
288
Pensionfund Sabic
Netherlands
$2.04M – – –
Baird Financial Group
289
Baird Financial Group
Wisconsin
$1.92M +$6.15K +76 +0.3%
Wealthfront Advisers
290
Wealthfront Advisers
California
$1.9M +$352K +4,355 +23%
RJT
291
Raymond James Trust
Florida
$1.89M +$114K +1,413 +6%
NMERB
292
New Mexico Educational Retirement Board
New Mexico
$1.86M +$89K +1,100 +5%
AWM
293
Avitas Wealth Management
California
$1.85M +$12.3K +152 +0.7%
DCM
294
Dupont Capital Management
Delaware
$1.84M -$56.4K -697 -3%
NW
295
Naviter Wealth
Arkansas
$1.84M +$213K +2,630 +13%
FC
296
Forte Capital
New York
$1.83M -$47.3K -585 -3%
SOAMC
297
Spirit of America Management Corp
New York
$1.8M +$40.4K +500 +2%
UCFA
298
United Capital Financial Advisors
Texas
$1.8M -$208K -2,566 -10%
ONSWM
299
Old North State Wealth Management
North Carolina
$1.79M +$14.2K +175 +0.8%
AP
300
Appleton Partners
Massachusetts
$1.77M +$1.02M +12,671 +139%
10 11
12
13 14