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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 %
AI
326
Atria Investments
North Carolina
$1.35M +$8.17K +101 +0.6%
BCM
327
Bayesian Capital Management
New York
$1.34M +$1.34M +16,508 New
AFA
328
American Financial Advisors
Georgia
$1.33M -$6.15K -76 -0.5%
CIA
329
Cascade Investment Advisors
Oregon
$1.3M +$3.24K +40 +0.2%
UOC
330
UBS O'Connor
Illinois
$1.3M -$1.8M -22,285 -58%
PA
331
PFG Advisors
Arizona
$1.28M -$67.6K -836 -5%
NMIMC
332
Northwestern Mutual Investment Management Company
Wisconsin
$1.27M +$66.8K +826 +6%
BA
333
Bard Associates
Illinois
$1.27M -$5.02K -62 -0.4%
ORC
334
O'Rourke & Company
Massachusetts
$1.27M +$12.9K +159 +1%
OFG
335
Oxford Financial Group
Indiana
$1.26M +$563K +6,963 +81%
BBVA
336
Banco Bilbao Vizcaya Argentaria
Spain
$1.25M +$86.3K +1,067 +7%
OIAM
337
OFI Invest Asset Management
France
$1.24M -$88.5M -1,093,708 -99%
Assenagon Asset Management
338
Assenagon Asset Management
Luxembourg
$1.24M -$180K -2,231 -13%
PMG
339
ProVise Management Group
Florida
$1.23M – – –
CNFG
340
Creegan & Nassoura Financial Group
New Hampshire
$1.22M – – –
Verition Fund Management
341
Verition Fund Management
Connecticut
$1.22M -$2.92M -36,092 -71%
CG
342
Colony Group
Massachusetts
$1.21M -$72.5K -897 -6%
AA
343
Ancora Advisors
Ohio
$1.2M -$40.4K -500 -3%
IC
344
IEQ Capital
California
$1.2M +$118K +1,461 +11%
NAM
345
NTV Asset Management
West Virginia
$1.18M -$30.5K -377 -3%
PL
346
Perpetual Ltd
Australia
$1.17M -$411K -5,080 -26%
IIM
347
INTECH Investment Management
Florida
$1.16M -$6.57M -81,278 -85%
WB
348
WesBanco Bank
West Virginia
$1.14M -$89.2K -1,103 -7%
Kayne Anderson Rudnick Investment Management
349
Kayne Anderson Rudnick Investment Management
California
$1.14M -$32.7K -404 -3%
QCM
350
Quantinno Capital Management
New York
$1.12M +$246K +3,041 +28%
12 13
14
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