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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 %
Vontobel Holding
301
Vontobel Holding
Switzerland
$2.12M -$1.25M -12,730 -37%
SOAMC
302
Spirit of America Management Corp
New York
$2.1M +$390K +4,050 +23%
CSS
303
Cubist Systematic Strategies
Connecticut
$2.1M +$2.1M +21,800 New
VPIM
304
Vanguard Personalized Indexing Management
California
$2.06M +$574K +5,970 +39%
BB
305
Busey Bank
Illinois
$2.03M -$57.7K -600 -3%
Ensign Peak Advisors
306
Ensign Peak Advisors
Utah
$2.01M -$1.15M -11,995 -36%
BF
307
BOK Financial
Oklahoma
$2.01M -$13.8K -144 -0.7%
HIM
308
Hotaling Investment Management
Pennsylvania
$1.99M +$43K +447 +2%
Simplex Trading
309
Simplex Trading
Illinois
$1.99M +$1.62M +16,855 +438%
AAS
310
Avantax Advisory Services
Texas
$1.98M +$211K +2,199 +12%
EIA
311
Edgemoor Investment Advisors
Maryland
$1.96M +$35.4K +368 +2%
BPA
312
Beacon Pointe Advisors
California
$1.95M +$707K +7,353 +57%
PP
313
Prudential plc
United Kingdom
$1.93M +$929K +9,661 +93%
EOJOAM
314
E. Ohman J:or Asset Management
Sweden
$1.91M -$183K -1,900 -9%
SPFA
315
Summit Place Financial Advisors
New Jersey
$1.91M -$146K -1,520 -7%
OPPTF
316
OPSEU Pension Plan Trust Fund
Ontario, Canada
$1.89M +$88.2K +907 +5%
AFA
317
American Financial Advisors
Georgia
$1.89M -$253K -2,631 -12%
DADC
318
D.A. Davidson & Co
Montana
$1.89M +$7.5K +78 +0.4%
RJT
319
Raymond James Trust
Florida
$1.86M -$118K -1,226 -6%
AA
320
Ancora Advisors
Ohio
$1.86M -$652K -6,782 -26%
AG
321
AIA Group
Hong Kong
$1.85M +$1.81M +18,794 +4,007%
NMIMC
322
Northwestern Mutual Investment Management Company
Wisconsin
$1.85M -$302K -3,140 -14%
AWM
323
Aevitas Wealth Management
Massachusetts
$1.84M -$17.2K -179 -0.9%
BCM
324
Bayesian Capital Management
New York
$1.8M +$1.8M +18,700 New
MHS
325
M Holdings Securities
Oregon
$1.8M +$1.8M +18,667 New
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