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Welltower
WELL

Overview Fund Activity

795 hedge funds and large institutions have $30.5B invested in Welltower in 2022 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 297 increasing their positions, 268 reducing their positions, and 63 closing their positions.

Holders
795
Holders Change
+14
Holders Change %
+1.79%
% of All Funds
12.83%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.29%
New
99
Increased
297
Reduced
268
Closed
63
Calls
$72.1M
Puts
$191M
Net Calls
-$119M
Net Calls Change
-$75.7M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$3.12B
2
Capital International Investors
2
Capital International Investors
California
$228M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$671M
4
Daiwa Securities Group
4
Daiwa Securities Group
Japan
$669M
5
CIM
5
Centersquare Investment Management
Pennsylvania
$311M

Top Sellers

1
MSE
1
MUFG Securities EMEA
United Kingdom
$0
2
RC
2
Resolution Capital
Australia
$350M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.58B
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$21.9M
5
Bank of America
5
Bank of America
North Carolina
$175M
Name Market Value Shares Shares
Change 		Shares
Change %
BF
301
BOK Financial
Oklahoma
$1.51M 23,005 +1,015 +5%
AWM
302
Avitas Wealth Management
California
$1.51M 22,980 +22,980 New
SAM
303
Shell Asset Management
Netherlands
$1.5M 22,906 -4,610 -17%
SOAMC
304
Spirit of America Management Corp
New York
$1.48M 22,635 – –
NMERB
305
New Mexico Educational Retirement Board
New Mexico
$1.48M 22,548 -700 -3%
SLI
306
Sumitomo Life Insurance
Japan
$1.48M 22,508 -472 -2%
MCM
307
MAI Capital Management
Ohio
$1.47M 22,479 +7,968 +55%
S
308
Seeyond
France
$1.47M 22,357 +2,333 +12%
BPA
309
Beacon Pointe Advisors
California
$1.44M 22,000 +6,259 +40%
Parallax Volatility Advisers
310
Parallax Volatility Advisers
California
$1.42M 21,639 -16,815 -44%
BA
311
Bridgewater Associates
Connecticut
$1.4M 21,407 +4,021 +23%
DEA
312
DoubleLine ETF Adviser
Florida
$1.38M 20,982 +20,982 New
SG Americas Securities
313
SG Americas Securities
New York
$1.37M 20,912 +11,602 +125%
NW
314
Naviter Wealth
Arkansas
$1.37M 18,238 +2,980 +20%
PG
315
Pendal Group
Australia
$1.36M 20,814 -5,446 -21%
LCM
316
Liberty Capital Management
Michigan
$1.36M 20,701 +250 +1%
EIA
317
Edgemoor Investment Advisors
Maryland
$1.32M 20,113 -368 -2%
HIM
318
Hotaling Investment Management
Pennsylvania
$1.31M 19,914 -38 -0.2%
EOJOAM
319
E. Ohman J:or Asset Management
Sweden
$1.3M 19,904 – –
MGP
320
Metis Global Partners
California
$1.28M 19,526 +10,443 +115%
OC
321
Oppenheimer & Co
New York
$1.27M 19,352 -7,094 -27%
DADC
322
D.A. Davidson & Co
Montana
$1.27M 19,300 -566 -3%
LMGAM
323
Liberty Mutual Group Asset Management
Massachusetts
$1.26M 19,223 -23,810 -55%
ONSWM
324
Old North State Wealth Management
North Carolina
$1.25M 19,066 +6,556 +52%
PMG
325
ProVise Management Group
Florida
$1.25M 19,079 -3,324 -15%
11 12
13
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