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Welltower
WELL

Overview Fund Activity

781 hedge funds and large institutions have $29.9B invested in Welltower in 2022 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 324 increasing their positions, 239 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
781
Holders Change
-32
Holders Change %
-3.94%
% of All Funds
13.51%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.24%
New
62
Increased
324
Reduced
239
Closed
83
Calls
$77.6M
Puts
$120M
Net Calls
-$42.8M
Net Calls Change
-$56.3M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.67B
2
Cohen & Steers
2
Cohen & Steers
New York
$2.58B
3
Principal Financial Group
3
Principal Financial Group
Iowa
$440M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$4.79B
5
Daiwa Securities Group
5
Daiwa Securities Group
Japan
$551M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$999M
2
Deutsche Bank
2
Deutsche Bank
Germany
$87.8M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$429M
4
Invesco
4
Invesco
Georgia
$385M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$332M
Name Holding Trade Value Shares
Change 		Shares
Change %
FC
301
Forte Capital
New York
$1.54M +$510K +7,924 +49%
NMERB
302
New Mexico Educational Retirement Board
New Mexico
$1.5M -$57.9K -900 -4%
EGM
303
Engineers Gate Manager
New York
$1.49M +$1.49M +23,146 New
CIA
304
Capital Investment Advisors
Georgia
$1.48M -$37.1K -577 -2%
SLI
305
Sumitomo Life Insurance
Japan
$1.48M +$537K +8,353 +57%
Baird Financial Group
306
Baird Financial Group
Wisconsin
$1.47M -$452K -7,022 -23%
PP
307
Prudential plc
United Kingdom
$1.47M +$96.9K +1,507 +7%
SOAMC
308
Spirit of America Management Corp
New York
$1.46M +$25.7K +400 +2%
AAS
309
Avantax Advisory Services
Texas
$1.46M +$131K +2,039 +10%
PMG
310
ProVise Management Group
Florida
$1.44M -$2.06K -32 -0.1%
AIL
311
AGF Investments LLC
Ontario, Canada
$1.42M +$729K +11,332 +105%
BF
312
BOK Financial
Oklahoma
$1.41M +$34K +529 +2%
BAMCO Inc
313
BAMCO Inc
New York
$1.4M -$1.12M -17,442 -44%
Millennium Management
314
Millennium Management
New York
$1.33M -$17.1M -265,233 -93%
PA
315
PFG Advisors
Arizona
$1.32M -$138K -2,138 -9%
EIA
316
Edgemoor Investment Advisors
Maryland
$1.32M +$14.9K +232 +1%
LCM
317
Liberty Capital Management
Michigan
$1.32M +$221K +3,431 +20%
S
318
Seeyond
France
$1.29M -$426K -6,632 -25%
VI
319
Vestcor Inc
New Brunswick, Canada
$1.29M -$121K -1,887 -9%
HIM
320
Hotaling Investment Management
Pennsylvania
$1.28M -$6.82K -106 -0.5%
EOJOAM
321
E. Ohman J:or Asset Management
Sweden
$1.28M – – –
BB
322
Busey Bank
Illinois
$1.28M +$901 +14 +0.1%
Wolverine Trading
323
Wolverine Trading
Illinois
$1.27M +$1.27M +20,082 New
DADC
324
D.A. Davidson & Co
Montana
$1.27M +$2.68K +42 +0.2%
AWM
325
Aevitas Wealth Management
Massachusetts
$1.24M -$18.4K -286 -1%
11 12
13
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