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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 %
FC
351
Forte Capital
New York
$1.39M – – –
EP
352
Eudaimonia Partners
Tennessee
$1.38M +$1.38M +14,351 New
SLI
353
Sumitomo Life Insurance
Japan
$1.37M -$50.1K -521 -4%
ORC
354
O'Rourke & Company
Massachusetts
$1.36M -$80.2K -834 -6%
AP
355
Advisor Partners
California
$1.34M +$30K +312 +2%
ESCM
356
Echo Street Capital Management
New York
$1.34M +$1.34M +13,912 New
ANI
357
American National Insurance
Texas
$1.33M -$136K -1,410 -9%
IC
358
Intersect Capital
California
$1.31M +$10.4K +108 +0.8%
ACM
359
Advance Capital Management
Michigan
$1.31M – – –
WG
360
Welch Group
Alabama
$1.3M +$15.7K +163 +1%
BCM
361
Brookstone Capital Management
Illinois
$1.27M +$93K +965 +8%
SCM
362
Schnieders Capital Management
California
$1.25M – – –
KRSITF
363
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.24M +$122K +1,270 +11%
BAMF
364
BI Asset Management Fondsmaeglerselskab
Denmark
$1.19M +$1.19M +12,380 New
AWS
365
Atria Wealth Solutions
New York
$1.19M +$1.19M +12,367 New
Brown Advisory
366
Brown Advisory
Maryland
$1.19M -$23.6K -245 -2%
PG
367
Pendal Group
Australia
$1.18M -$865K -9,000 -42%
IAA
368
Independent Advisor Alliance
North Carolina
$1.17M -$533K -5,546 -31%
AC
369
Abbrea Capital
California
$1.16M +$17.3K +180 +2%
BCV
370
Banque Cantonale Vaudoise
Switzerland
$1.15M +$207K +2,152 +22%
EVM
371
Eaton Vance Management
Massachusetts
$1.12M +$294K +3,065 +36%
MYLI
372
Meiji Yasuda Life Insurance
Japan
$1.11M +$12.5K +130 +1%
Bessemer Group
373
Bessemer Group
New Jersey
$1.09M +$295K +3,064 +37%
WT
374
Whittier Trust
California
$1.09M +$40.4K +420 +4%
SI
375
Stephens Inc
Arkansas
$1.07M -$559K -5,807 -34%
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