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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 %
EGM
326
Engineers Gate Manager
New York
$1.24M 18,941 -4,205 -18%
RJT
327
Raymond James Trust
Florida
$1.24M 18,909 -148 -0.8%
BB
328
Busey Bank
Illinois
$1.22M 18,615 -1,265 -6%
USAA
329
United Services Automobile Association
Texas
$1.21M 18,511 +551 +3%
BCB
330
Brian C. Broderick
$1.21M 18,500 – –
PA
331
PFG Advisors
Arizona
$1.2M 18,339 -2,194 -11%
CG
332
Colony Group
Massachusetts
$1.2M 18,276 +2,420 +15%
AWM
333
Aevitas Wealth Management
Massachusetts
$1.19M 18,108 -1,236 -6%
IMC Chicago
334
IMC Chicago
Illinois
$1.16M 17,706 +17,706 New
SAM
335
Sompo Asset Management
Japan
$1.14M 17,390 +670 +4%
Assenagon Asset Management
336
Assenagon Asset Management
Luxembourg
$1.14M 17,377 -319 -2%
IMRF
337
Illinois Municipal Retirement Fund
Illinois
$1.13M 17,302 – –
WC
338
Wexford Capital
Florida
$1.13M 17,240 +4,965 +40%
WIM
339
Warwick Investment Management
Texas
$1.13M 17,240 +17,240 New
MHS
340
M Holdings Securities
Oregon
$1.11M 16,974 -1,425 -8%
Wealthfront Advisers
341
Wealthfront Advisers
California
$1.1M 16,726 -767 -4%
AM
342
AGF Management
Ontario, Canada
$1.09M 16,616 +16,616 New
KRSITF
343
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.09M 16,606 – –
AFA
344
American Financial Advisors
Georgia
$1.09M 16,592 -59 -0.4%
AA
345
Ancora Advisors
Ohio
$1.06M 16,197 -468 -3%
WB
346
WesBanco Bank
West Virginia
$1.06M 16,152 -160 -1%
CIA
347
Cascade Investment Advisors
Oregon
$1.06M 16,127 +17 +0.1%
TI
348
Tidal Investments
Wisconsin
$1.06M 16,110 +9,298 +136%
SPIA
349
Steward Partners Investment Advisory
New York
$1.04M 15,940 +205 +1%
BA
350
Bard Associates
Illinois
$1.04M 15,937 – –
12 13
14
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