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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 %
AP
351
Advisor Partners
California
$1.19M +$35.7K +433 +3%
PRC
352
Pearl River Capital
Michigan
$1.18M +$812K +9,862 +220%
PG
353
Pendal Group
Australia
$1.16M +$153K +1,853 +15%
JAM
354
Jupiter Asset Management
United Kingdom
$1.15M -$224K -2,721 -16%
ORC
355
O'Rourke & Company
Massachusetts
$1.15M -$19.1K -232 -2%
EI
356
Ethic Inc
New York
$1.14M +$281K +3,418 +33%
Los Angeles Capital Management
357
Los Angeles Capital Management
California
$1.13M +$379K +4,596 +50%
ACM
358
Advance Capital Management
Michigan
$1.12M – – –
WG
359
Welch Group
Alabama
$1.12M – – –
AI
360
Atria Investments
North Carolina
$1.1M +$1.1M +13,388 New
BCM
361
Brookstone Capital Management
Illinois
$1.1M +$15.5K +189 +1%
Ensign Peak Advisors
362
Ensign Peak Advisors
Utah
$1.09M -$634K -7,701 -37%
WAM
363
Wolverine Asset Management
Illinois
$1.05M +$1.05M +12,729 New
AC
364
Abbrea Capital
California
$996K – – –
HAG
365
HighPoint Advisor Group
Illinois
$989K +$989K +12,109 New
IAA
366
Independent Advisor Alliance
North Carolina
$983K -$22.6K -275 -2%
Brown Advisory
367
Brown Advisory
Maryland
$965K -$50.1K -608 -5%
WT
368
Whittier Trust
California
$933K +$2.47K +30 +0.3%
GWM
369
Gray Wealth Management
Maine
$925K +$52.3K +635 +6%
NRI
370
NFP Retirement Inc
California
$915K +$4.45K +54 +0.5%
BBVA
371
Banco Bilbao Vizcaya Argentaria
Spain
$905K +$42.1K +511 +5%
CPIA
372
Cornell Pochily Investment Advisors
New York
$899K +$12.8K +155 +1%
SPIA
373
Steward Partners Investment Advisory
New York
$891K -$13.2K -160 -1%
AII
374
AGF Investments Inc
Ontario, Canada
$891K – – –
AIL
375
AGF Investments LLC
Ontario, Canada
$885K +$60.3K +732 +7%
13 14
15
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