WELL icon

Welltower
WELL

Overview Fund Activity

813 hedge funds and large institutions have $37.3B invested in Welltower in 2022 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 314 increasing their positions, 257 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
813
Holders Change
-29
Holders Change %
-3.44%
% of All Funds
13.75%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.3%
New
73
Increased
314
Reduced
257
Closed
89
Calls
$151M
Puts
$137M
Net Calls
+$13.5M
Net Calls Change
-$8.98M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.48B
2
BlackRock
2
BlackRock
New York
$4.11B
3
MSE
3
MUFG Securities EMEA
United Kingdom
$251M
4
Bank of America
4
Bank of America
North Carolina
$354M
5
Morgan Stanley
5
Morgan Stanley
New York
$528M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$2.81B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$760M
3
American Century Companies
3
American Century Companies
Missouri
$103M
4
Deutsche Bank
4
Deutsche Bank
Germany
$385M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$9.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WG
301
Winton Group
United Kingdom
$1.83M +$1.83M +22,271 New
SOAMC
302
Spirit of America Management Corp
New York
$1.83M +$33K +400 +2%
VI
303
Vestcor Inc
New Brunswick, Canada
$1.8M +$343K +4,170 +24%
BF
304
BOK Financial
Oklahoma
$1.77M +$50.3K +611 +3%
PP
305
Prudential plc
United Kingdom
$1.76M +$106K +1,289 +6%
Rafferty Asset Management
306
Rafferty Asset Management
New York
$1.74M -$224K -2,723 -11%
AAS
307
Avantax Advisory Services
Texas
$1.7M -$1.89K -23 -0.1%
EIA
308
Edgemoor Investment Advisors
Maryland
$1.67M -$9.06K -110 -0.5%
NMIMC
309
Northwestern Mutual Investment Management Company
Wisconsin
$1.66M +$80.5K +977 +5%
HIM
310
Hotaling Investment Management
Pennsylvania
$1.65M -$53.9K -654 -3%
SPFA
311
Summit Place Financial Advisors
New Jersey
$1.65M +$14.4K +175 +0.9%
EOJOAM
312
E. Ohman J:or Asset Management
Sweden
$1.64M – – –
BB
313
Busey Bank
Illinois
$1.64M -$103K -1,255 -6%
DADC
314
D.A. Davidson & Co
Montana
$1.63M +$18K +218 +1%
AWM
315
Aevitas Wealth Management
Massachusetts
$1.62M +$44.2K +537 +3%
RJT
316
Raymond James Trust
Florida
$1.6M +$9.06K +110 +0.6%
BPA
317
Beacon Pointe Advisors
California
$1.59M -$75.8K -921 -5%
MHS
318
M Holdings Securities
Oregon
$1.52M -$20.6K -250 -1%
M
319
Mirova
France
$1.5M +$1.26M +15,285 +513%
USCWA
320
U.S. Capital Wealth Advisors
Texas
$1.49M +$4.36K +53 +0.3%
WB
321
WesBanco Bank
West Virginia
$1.45M -$59.1K -718 -4%
PAM
322
Panagora Asset Management
Massachusetts
$1.43M – – –
LCM
323
Liberty Capital Management
Michigan
$1.4M -$21.7K -263 -2%
AA
324
Ancora Advisors
Ohio
$1.39M -$199K -2,421 -13%
AFA
325
American Financial Advisors
Georgia
$1.38M -$240K -2,910 -15%
11 12
13
14 15