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Welltower
WELL

Overview Fund Activity

771 hedge funds and large institutions have $34.4B invested in Welltower in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 283 increasing their positions, 262 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
771
Holders Change
-24
Holders Change %
-3.02%
% of All Funds
12.34%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.26%
New
67
Increased
283
Reduced
262
Closed
71
Calls
$90.7M
Puts
$54.7M
Net Calls
+$36M
Net Calls Change
+$155M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$796M
2
Deutsche Bank
Deutsche Bank
Germany
+$286M
3
Invesco
Invesco
Georgia
+$146M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$112M
5
Russell Investments Group
Russell Investments Group
United Kingdom
+$84.3M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$231M
2
ZP
Zimmer Partners
New York
-$219M
3
BC
Brookfield Corp
Ontario, Canada
-$80.2M
4
SO
STRS Ohio
Ohio
-$46.1M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$45.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
IC
351
IEQ Capital
California
$955K +$3.87K +54 +0.4%
Jane Street
352
Jane Street
New York
$949K +$337K +4,694 +55%
JAM
353
JLP Asset Management
New York
$932K +$932K +13,000 New
VU
354
Vanderbilt University
Tennessee
$927K +$120K +1,680 +15%
AWA
355
Arkadios Wealth Advisors
Georgia
$909K -$502 -7 -0.1%
O
356
Ossiam
France
$889K -$242K -3,372 -21%
GBA
357
Garrison Bradford & Associates
New York
$888K – – –
M
358
Mirova
France
$865K -$13.8K -193 -2%
OIA
359
OneDigital Investment Advisors
Kansas
$853K +$86K +1,199 +11%
Ensign Peak Advisors
360
Ensign Peak Advisors
Utah
$846K – – –
AIMCA
361
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$839K +$839K +11,700 New
SS
362
Simplicity Solutions
Minnesota
$836K +$341K +4,753 +69%
BFG
363
Bleakley Financial Group
New Jersey
$835K +$113K +1,573 +16%
CPIA
364
Cornell Pochily Investment Advisors
New York
$830K -$645 -9 -0.1%
ETH
365
Exos TFP Holdings
New York
$822K +$421K +5,866 +105%
PAS
366
Park Avenue Securities
New York
$811K +$88.2K +1,231 +12%
USAA
367
United Services Automobile Association
Texas
$810K -$517K -7,206 -39%
AA
368
AlphaCentric Advisors
Puerto Rico
$793K – – –
BCI
369
Brinker Capital Investments
Pennsylvania
$783K +$358K +4,991 +84%
OPS
370
Orion Portfolio Solutions
Nebraska
$783K +$476K +6,646 +155%
WA
371
Wambolt & Associates
Colorado
$773K +$646 +9 +0.1%
NRI
372
NFP Retirement Inc
California
$772K +$1.86K +26 +0.2%
SCA
373
Snowden Capital Advisors
New York
$771K +$58.9K +822 +8%
SGI
374
Summit Global Investments
Utah
$771K +$358 +5 +0%
QCM
375
Quantinno Capital Management
New York
$770K +$116K +1,625 +18%
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