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Welltower
WELL

Overview Fund Activity

842 hedge funds and large institutions have $42.1B invested in Welltower in 2022 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 310 increasing their positions, 277 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
842
Holders Change
+40
Holders Change %
+4.99%
% of All Funds
13.32%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.27%
New
104
Increased
310
Reduced
277
Closed
52
Calls
$140M
Puts
$117M
Net Calls
+$22.4M
Net Calls Change
+$41.1M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$932M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$342M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$280M
4
State Street
State Street
Massachusetts
+$246M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$120M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$290M
2
Credit Agricole
Credit Agricole
France
-$251M
3
CCM
Cullen Capital Management
New York
-$157M
4
BlackRock
BlackRock
New York
-$135M
5
Invesco
Invesco
Georgia
-$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWIA
326
Fort Washington Investment Advisors
Ohio
$1.78M – – –
FAM
327
Fred Alger Management
New York
$1.77M +$126K +1,307 +8%
WB
328
WesBanco Bank
West Virginia
$1.76M -$63.2K -658 -3%
USCWA
329
U.S. Capital Wealth Advisors
Texas
$1.73M +$17.8K +185 +1%
PCM
330
Penserra Capital Management
California
$1.72M -$211K -2,198 -11%
MNBTD
331
Moody National Bank Trust Division
Texas
$1.72M -$136K -1,410 -7%
VI
332
Vestcor Inc
New Brunswick, Canada
$1.7M -$1M -10,426 -37%
PAM
333
Panagora Asset Management
Massachusetts
$1.67M +$477K +4,962 +40%
LCM
334
Liberty Capital Management
Michigan
$1.66M -$58.1K -604 -3%
CIA
335
Cascade Investment Advisors
Oregon
$1.64M -$20.2K -210 -1%
JAM
336
Jupiter Asset Management
United Kingdom
$1.61M -$521K -5,414 -24%
Connor, Clark & Lunn Investment Management (CC&L)
337
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.6M +$1.6M +16,678 New
PAM
338
Paradigm Asset Management
New York
$1.59M – – –
SAM
339
Sompo Asset Management
Japan
$1.57M -$37.5K -390 -2%
PFO
340
Pathstone Family Office
New Jersey
$1.54M +$5.69K +59 +0.4%
NAM
341
NTV Asset Management
West Virginia
$1.54M -$961 -10 -0.1%
BA
342
Bard Associates
Illinois
$1.5M -$16.1K -167 -1%
RFN
343
RDA Financial Network
Iowa
$1.5M -$13.7K -143 -0.9%
AWA
344
Arkadios Wealth Advisors
Georgia
$1.5M -$155K -1,612 -9%
GI
345
GAMCO Investors
Connecticut
$1.49M – – –
CNFG
346
Creegan & Nassoura Financial Group
New Hampshire
$1.48M – – –
CA
347
Cetera Advisors
Colorado
$1.46M +$58.8K +612 +4%
CG
348
Colony Group
Massachusetts
$1.45M -$2.89K -30 -0.2%
BCB
349
Brian C. Broderick
$1.44M +$489K +5,090 +51%
GAM
350
Gotham Asset Management
New York
$1.43M -$234K -2,439 -14%
12 13
14
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