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Welltower
WELL

Overview Fund Activity

813 hedge funds and large institutions have $37.3B invested in Welltower in 2022 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 314 increasing their positions, 257 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
813
Holders Change
-29
Holders Change %
-3.44%
% of All Funds
13.75%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.3%
New
73
Increased
314
Reduced
257
Closed
89
Calls
$151M
Puts
$137M
Net Calls
+$13.5M
Net Calls Change
-$8.98M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.48B
2
BlackRock
2
BlackRock
New York
$4.11B
3
MSE
3
MUFG Securities EMEA
United Kingdom
$251M
4
Bank of America
4
Bank of America
North Carolina
$354M
5
Morgan Stanley
5
Morgan Stanley
New York
$528M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$2.81B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$760M
3
American Century Companies
3
American Century Companies
Missouri
$103M
4
Deutsche Bank
4
Deutsche Bank
Germany
$385M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$9.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
326
Paradigm Asset Management
New York
$1.37M – – –
BAMF
327
BI Asset Management Fondsmaeglerselskab
Denmark
$1.36M +$340K +4,128 +33%
BA
328
Bard Associates
Illinois
$1.34M +$52K +631 +4%
AI
329
Atom Investors
Texas
$1.32M +$831K +10,098 +169%
FC
330
Forte Capital
New York
$1.32M -$16.8K -204 -1%
NAM
331
NTV Asset Management
West Virginia
$1.32M – – –
USAA
332
United Services Automobile Association
Texas
$1.31M +$1.31M +15,937 New
CIA
333
Cascade Investment Advisors
Oregon
$1.31M -$94.7K -1,150 -7%
BCV
334
Banque Cantonale Vaudoise
Switzerland
$1.3M +$321K +3,900 +33%
Jane Street
335
Jane Street
New York
$1.3M -$3.45M -41,887 -73%
CA
336
Cetera Advisors
Colorado
$1.3M +$40.6K +493 +3%
AWS
337
Atria Wealth Solutions
New York
$1.29M +$272K +3,299 +27%
ACM
338
AlphaCrest Capital Management
New York
$1.29M +$782K +9,491 +155%
RFN
339
RDA Financial Network
Iowa
$1.29M -$2.97K -36 -0.2%
KRSITF
340
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.28M +$219K +2,662 +21%
GI
341
GAMCO Investors
Connecticut
$1.28M – – –
PFO
342
Pathstone Family Office
New Jersey
$1.27M -$48.8K -592 -4%
MYLI
343
Meiji Yasuda Life Insurance
Japan
$1.27M +$314K +3,816 +33%
CNFG
344
Creegan & Nassoura Financial Group
New Hampshire
$1.25M -$16.5K -200 -1%
CG
345
Colony Group
Massachusetts
$1.24M +$329 +4 +0%
AWA
346
Arkadios Wealth Advisors
Georgia
$1.24M -$49.6K -602 -4%
BCB
347
Brian C. Broderick
$1.24M – – –
SLI
348
Sumitomo Life Insurance
Japan
$1.21M +$31.8K +386 +3%
SAM
349
Sompo Asset Management
Japan
$1.2M -$150K -1,820 -11%
EP
350
Eudaimonia Partners
Tennessee
$1.19M +$2.88K +35 +0.2%
12 13
14
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