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Welltower
WELL

Overview Fund Activity

807 hedge funds and large institutions have $39.9B invested in Welltower in 2023 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 299 increasing their positions, 256 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
807
Holders Change
+36
Holders Change %
+4.67%
% of All Funds
12.73%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.28%
New
78
Increased
299
Reduced
256
Closed
38
Calls
$134M
Puts
$41.8M
Net Calls
+$92.1M
Net Calls Change
+$56.1M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$1.73B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$2.19B
3
BlackRock
3
BlackRock
New York
$4.32B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$611M
5
CIMLRA
5
CBRE Investment Management Listed Real Assets
Pennsylvania
$203M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$3.07B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.17B
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$648M
4
OIAM
4
OFI Invest Asset Management
France
$1.24M
5
Bank of America
5
Bank of America
North Carolina
$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
EOJOAM
301
E. Ohman J:or Asset Management
Sweden
$1.76M – – –
BPA
302
Beacon Pointe Advisors
California
$1.74M -$150K -1,858 -8%
EI
303
Ethic Inc
New York
$1.72M +$165K +2,043 +11%
SLI
304
Sumitomo Life Insurance
Japan
$1.65M -$162K -1,997 -9%
MCM
305
MAI Capital Management
Ohio
$1.64M -$200K -2,473 -11%
CA
306
Commerzbank Aktiengesellschaft
Germany
$1.63M -$397K -4,912 -20%
CIA
307
Capital Investment Advisors
Georgia
$1.6M -$233K -2,885 -13%
DADC
308
D.A. Davidson & Co
Montana
$1.6M -$8.74K -108 -0.5%
CA
309
Cetera Advisors
Colorado
$1.58M -$1.54K -19 -0.1%
OC
310
Oppenheimer & Co
New York
$1.57M -$59.4K -734 -4%
GFS
311
GYL Financial Synergies
Connecticut
$1.57M +$1.57M +19,382 New
Vontobel Holding
312
Vontobel Holding
Switzerland
$1.55M +$15.5K +192 +1%
API
313
Advisor Partners II
California
$1.52M +$154K +1,910 +11%
AWS
314
Atria Wealth Solutions
New York
$1.52M +$305K +3,773 +25%
APG Asset Management
315
APG Asset Management
Netherlands
$1.5M +$81.6K +1,100 +6%
BCB
316
Brian C. Broderick
$1.5M – – –
FG
317
Formula Growth
Quebec, Canada
$1.48M +$1.48M +18,312 New
DIA
318
Dean Investment Associates
Ohio
$1.45M -$40.1K -496 -3%
KRSITF
319
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.44M +$83.2K +1,029 +6%
LCM
320
Liberty Capital Management
Michigan
$1.41M -$265K -3,276 -16%
BCM
321
Brookstone Capital Management
Illinois
$1.38M +$24.7K +310 +2%
GA
322
GRS Advisors
Illinois
$1.37M -$23.8M -294,140 -95%
BB
323
Busey Bank
Illinois
$1.36M -$108K -1,331 -7%
SAM
324
Sompo Asset Management
Japan
$1.36M -$71.2K -880 -5%
EIA
325
Edgemoor Investment Advisors
Maryland
$1.35M -$195K -2,411 -13%
11 12
13
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