WELL icon

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 %
AFA
326
American Financial Advisors
Georgia
$1.19M -$1.58K -22 -0.1%
AI
327
Atria Investments
North Carolina
$1.19M +$1.19M +16,541 New
SPIA
328
Steward Partners Investment Advisory
New York
$1.17M +$26.3K +367 +2%
CIA
329
Cascade Investment Advisors
Oregon
$1.15M -$3.58K -50 -0.3%
CG
330
Colony Group
Massachusetts
$1.14M -$174K -2,429 -13%
BA
331
Bard Associates
Illinois
$1.13M -$16.1K -225 -1%
ORC
332
O'Rourke & Company
Massachusetts
$1.11M +$26.5K +369 +2%
AA
333
Ancora Advisors
Ohio
$1.1M -$63.3K -883 -5%
WB
334
WesBanco Bank
West Virginia
$1.09M -$65.9K -919 -6%
PMG
335
ProVise Management Group
Florida
$1.09M -$276K -3,850 -20%
CNFG
336
Creegan & Nassoura Financial Group
New Hampshire
$1.08M – – –
AWS
337
Atria Wealth Solutions
New York
$1.07M -$38.1K -531 -3%
NAM
338
NTV Asset Management
West Virginia
$1.07M -$21.5K -300 -2%
NMIMC
339
Northwestern Mutual Investment Management Company
Wisconsin
$1.06M +$3.01K +42 +0.3%
Kayne Anderson Rudnick Investment Management
340
Kayne Anderson Rudnick Investment Management
California
$1.04M -$18.1K -252 -2%
BBVA
341
Banco Bilbao Vizcaya Argentaria
Spain
$1.03M +$188K +2,621 +22%
Citadel Advisors
342
Citadel Advisors
Florida
$1.02M -$29.7M -414,769 -97%
TRCT
343
Tower Research Capital (TRC)
New York
$1.02M -$97.1K -1,354 -9%
Cetera Investment Advisers
344
Cetera Investment Advisers
Illinois
$990K -$39.1K -545 -4%
BCV
345
Banque Cantonale Vaudoise
Switzerland
$980K – – –
ACM
346
Advance Capital Management
Michigan
$974K – – –
IWC
347
Integrated Wealth Concepts
Massachusetts
$972K +$606K +8,449 +166%
Credit Agricole
348
Credit Agricole
France
$970K +$498K +6,948 +105%
RFN
349
RDA Financial Network
Iowa
$969K – – –
WG
350
Welch Group
Alabama
$961K – – –
12 13
14
15 16