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Welltower
WELL

Overview Fund Activity

771 hedge funds and large institutions have $34.4B invested in Welltower in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 283 increasing their positions, 262 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
771
Holders Change
-24
Holders Change %
-3.02%
% of All Funds
12.34%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.26%
New
67
Increased
283
Reduced
262
Closed
71
Calls
$90.7M
Puts
$54.7M
Net Calls
+$36M
Net Calls Change
+$155M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$796M
2
Deutsche Bank
Deutsche Bank
Germany
+$286M
3
Invesco
Invesco
Georgia
+$146M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$112M
5
Russell Investments Group
Russell Investments Group
United Kingdom
+$84.3M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$231M
2
ZP
Zimmer Partners
New York
-$219M
3
BC
Brookfield Corp
Ontario, Canada
-$80.2M
4
SO
STRS Ohio
Ohio
-$46.1M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$45.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
NMERB
301
New Mexico Educational Retirement Board
New Mexico
$1.57M -$50.2K -700 -3%
SOAMC
302
Spirit of America Management Corp
New York
$1.56M -$65.2K -910 -4%
EOJOAM
303
E. Ohman J:or Asset Management
Sweden
$1.56M +$129K +1,800 +9%
LCM
304
Liberty Capital Management
Michigan
$1.48M – – –
NW
305
Naviter Wealth
Arkansas
$1.44M +$137K +1,912 +10%
OC
306
Oppenheimer & Co
New York
$1.44M +$55K +767 +4%
DADC
307
D.A. Davidson & Co
Montana
$1.42M +$40K +561 +3%
CA
308
Cetera Advisors
Colorado
$1.4M +$354K +4,937 +34%
PL
309
Perpetual Ltd
Australia
$1.4M +$1.4M +19,564 New
EI
310
Ethic Inc
New York
$1.38M +$675K +9,418 +96%
EIA
311
Edgemoor Investment Advisors
Maryland
$1.37M -$71.9K -1,003 -5%
Wealthfront Advisers
312
Wealthfront Advisers
California
$1.37M +$170K +2,375 +14%
Vontobel Holding
313
Vontobel Holding
Switzerland
$1.36M -$839K -11,705 -38%
BCB
314
Brian C. Broderick
$1.33M – – –
DIA
315
Dean Investment Associates
Ohio
$1.32M +$216K +3,014 +20%
BB
316
Busey Bank
Illinois
$1.3M -$37.2K -519 -3%
BCM
317
Brookstone Capital Management
Illinois
$1.28M +$275K +3,655 +27%
SAM
318
Sompo Asset Management
Japan
$1.26M +$17.9K +250 +1%
APG Asset Management
319
APG Asset Management
Netherlands
$1.26M -$1.76M -26,676 -58%
Assenagon Asset Management
320
Assenagon Asset Management
Luxembourg
$1.26M +$10.8K +151 +0.9%
BAMF
321
BI Asset Management Fondsmaeglerselskab
Denmark
$1.21M -$1.5M -20,995 -55%
TI
322
Tidal Investments
Wisconsin
$1.21M +$58.3K +813 +5%
API
323
Advisor Partners II
California
$1.21M +$176K +2,457 +17%
KRSITF
324
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.21M +$14.8K +207 +1%
PA
325
PFG Advisors
Arizona
$1.2M -$116K -1,618 -9%
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