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Welltower
WELL

Overview Fund Activity

781 hedge funds and large institutions have $29.9B invested in Welltower in 2022 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 324 increasing their positions, 239 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
781
Holders Change
-32
Holders Change %
-3.94%
% of All Funds
13.51%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.24%
New
62
Increased
324
Reduced
239
Closed
83
Calls
$77.6M
Puts
$120M
Net Calls
-$42.8M
Net Calls Change
-$56.3M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.67B
2
Cohen & Steers
Cohen & Steers
New York
$2.58B
3
Principal Financial Group
Principal Financial Group
Iowa
$440M
4
Vanguard Group
Vanguard Group
Pennsylvania
$4.79B
5
Daiwa Securities Group
Daiwa Securities Group
Japan
$551M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$999M
2
Deutsche Bank
Deutsche Bank
Germany
$87.8M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$429M
4
Invesco
Invesco
Georgia
$385M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$332M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCV
351
Banque Cantonale Vaudoise
Switzerland
$1.02M – – –
RFN
352
RDA Financial Network
Iowa
$1.02M +$14.2K +221 +1%
NAM
353
NTV Asset Management
West Virginia
$1.02M -$11.4K -177 -1%
SPIA
354
Steward Partners Investment Advisory
New York
$1.01M +$316K +4,911 +45%
BPA
355
Beacon Pointe Advisors
California
$1.01M -$231K -3,594 -19%
MYLI
356
Meiji Yasuda Life Insurance
Japan
$1.01M +$14.9K +231 +2%
GI
357
GAMCO Investors
Connecticut
$1M +$5.79K +90 +0.6%
TC
358
Toews Corporation
New Jersey
$1M +$1M +15,600 New
CA
359
Cetera Advisors
Colorado
$999K -$11.8K -183 -1%
AWS
360
Atria Wealth Solutions
New York
$990K -$17.8K -277 -2%
CIA
361
Cascade Investment Advisors
Oregon
$983K +$10.7K +175 +1%
NW
362
Naviter Wealth
Arkansas
$981K +$409K +6,367 +72%
ORC
363
O'Rourke & Company
Massachusetts
$980K +$83.4K +1,296 +9%
CNFG
364
Creegan & Nassoura Financial Group
New Hampshire
$972K -$3.22K -50 -0.3%
CA
365
Commerzbank Aktiengesellschaft
Germany
$935K +$935K +14,532 New
MCM
366
MAI Capital Management
Ohio
$933K +$933K +14,511 New
SCF
367
Sante Capital Fund
Texas
$927K +$927K +14,407 New
PFO
368
Pathstone Family Office
New Jersey
$911K -$80.8K -1,254 -8%
WG
369
Welch Group
Alabama
$898K +$25.4K +395 +3%
ACM
370
Advance Capital Management
Michigan
$874K – – –
AWM
371
AE Wealth Management
Kansas
$873K +$325K +5,050 +59%
Connor, Clark & Lunn Investment Management (CC&L)
372
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$869K +$645K +10,018 +287%
AWA
373
Arkadios Wealth Advisors
Georgia
$858K -$107K -1,659 -11%
LCM
374
Landscape Capital Management
New Jersey
$815K +$815K +12,674 New
Brown Advisory
375
Brown Advisory
Maryland
$810K +$56.2K +874 +7%
13 14
15
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