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Welltower
WELL

Overview Fund Activity

795 hedge funds and large institutions have $30.5B invested in Welltower in 2022 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 297 increasing their positions, 268 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
795
Holders Change
+14
Holders Change %
+1.79%
% of All Funds
12.83%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.29%
New
99
Increased
297
Reduced
268
Closed
63
Calls
$72.1M
Puts
$191M
Net Calls
-$119M
Net Calls Change
-$75.7M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$3.12B
2
Capital International Investors
2
Capital International Investors
California
$228M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$671M
4
Daiwa Securities Group
4
Daiwa Securities Group
Japan
$669M
5
CIM
5
Centersquare Investment Management
Pennsylvania
$311M

Top Sellers

1
MSE
1
MUFG Securities EMEA
United Kingdom
$0
2
RC
2
Resolution Capital
Australia
$350M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.58B
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$21.9M
5
Bank of America
5
Bank of America
North Carolina
$175M
Name Holding Trade Value Shares
Change 		Shares
Change %
O
351
Ossiam
France
$1.03M -$3.52M -53,710 -77%
PAM
352
Panagora Asset Management
Massachusetts
$1.03M -$116K -1,766 -10%
TRCT
353
Tower Research Capital (TRC)
New York
$1.02M -$185K -2,817 -15%
AWS
354
Atria Wealth Solutions
New York
$1.02M +$7.67K +117 +0.8%
DIA
355
Dean Investment Associates
Ohio
$1.01M +$1.01M +15,454 New
PAG
356
Private Advisor Group
New Jersey
$1.01M -$25.8K -693 -2%
NAM
357
NTV Asset Management
West Virginia
$999K -$37K -565 -4%
CNFG
358
Creegan & Nassoura Financial Group
New Hampshire
$991K – – –
ORC
359
O'Rourke & Company
Massachusetts
$990K -$8.06K -123 -0.8%
NMIMC
360
Northwestern Mutual Investment Management Company
Wisconsin
$971K -$157K -2,401 -14%
Kayne Anderson Rudnick Investment Management
361
Kayne Anderson Rudnick Investment Management
California
$968K +$968K +14,771 New
Corient Private Wealth
362
Corient Private Wealth
Florida
$962K +$962K +14,705 New
CA
363
Cetera Advisors
Colorado
$961K -$57.9K -884 -6%
PFO
364
Pathstone Family Office
New Jersey
$951K +$299K +6,488 +46%
API
365
Advisor Partners II
California
$945K +$127K +1,930 +15%
Cetera Investment Advisers
366
Cetera Investment Advisers
Illinois
$941K +$357K +5,448 +61%
Capstone Investment Advisors
367
Capstone Investment Advisors
New York
$937K +$368K +5,614 +65%
LCM
368
Landscape Capital Management
New Jersey
$932K +$101K +1,548 +12%
BCM
369
Brookstone Capital Management
Illinois
$931K +$76.1K +1,091 +9%
National Bank of Canada
370
National Bank of Canada
Quebec, Canada
$910K +$799K +12,192 +718%
BCV
371
Banque Cantonale Vaudoise
Switzerland
$896K -$141K -2,152 -14%
ACM
372
Advance Capital Management
Michigan
$891K – – –
RFN
373
RDA Financial Network
Iowa
$886K -$151K -2,306 -15%
WG
374
Welch Group
Alabama
$878K -$36.6K -558 -4%
IC
375
IEQ Capital
California
$870K +$537K +8,190 +161%
13 14
15
16 17