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Welltower
WELL

Overview Fund Activity

807 hedge funds and large institutions have $39.9B invested in Welltower in 2023 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 299 increasing their positions, 256 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
807
Holders Change
+36
Holders Change %
+4.67%
% of All Funds
12.73%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.28%
New
78
Increased
299
Reduced
256
Closed
38
Calls
$134M
Puts
$41.8M
Net Calls
+$92.1M
Net Calls Change
+$56.1M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$1.73B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$2.19B
3
BlackRock
3
BlackRock
New York
$4.32B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$611M
5
CIMLRA
5
CBRE Investment Management Listed Real Assets
Pennsylvania
$203M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$3.07B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.17B
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$648M
4
OIAM
4
OFI Invest Asset Management
France
$1.24M
5
Bank of America
5
Bank of America
North Carolina
$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCV
351
Banque Cantonale Vaudoise
Switzerland
$1.11M – – –
ACM
352
Advance Capital Management
Michigan
$1.1M – – –
Credit Agricole
353
Credit Agricole
France
$1.1M – – –
IMRF
354
Illinois Municipal Retirement Fund
Illinois
$1.09M -$4.24M -52,430 -80%
WG
355
Welch Group
Alabama
$1.08M – – –
RFN
356
RDA Financial Network
Iowa
$1.06M -$32.7K -404 -3%
Cetera Investment Advisers
357
Cetera Investment Advisers
Illinois
$1.06M -$56.8K -702 -5%
JAM
358
JLP Asset Management
New York
$1.05M – – –
ECM
359
Everence Capital Management
Indiana
$1.01M – – –
Carson Wealth (CWM LLC)
360
Carson Wealth (CWM LLC)
Nebraska
$1M +$217K +2,678 +28%
GBA
361
Garrison Bradford & Associates
New York
$1M – – –
PCM
362
Penserra Capital Management
California
$990K +$237K +2,931 +31%
BFG
363
Bleakley Financial Group
New Jersey
$970K +$27.1K +335 +3%
SS
364
Simplicity Solutions
Minnesota
$963K +$19.8K +245 +2%
IAA
365
Independent Advisor Alliance
North Carolina
$958K +$110K +1,358 +13%
OIA
366
OneDigital Investment Advisors
Kansas
$957K -$6.39K -79 -0.7%
PAS
367
Park Avenue Securities
New York
$954K +$38.4K +475 +4%
CPIA
368
Cornell Pochily Investment Advisors
New York
$947K +$10.5K +130 +1%
AIMCA
369
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$946K – – –
T
370
TOBAM
France
$944K -$1.45M -17,914 -61%
MYLI
371
Meiji Yasuda Life Insurance
Japan
$922K +$283K +3,500 +44%
USAA
372
United Services Automobile Association
Texas
$914K – – –
SPIA
373
Steward Partners Investment Advisory
New York
$911K -$408K -5,043 -31%
BCI
374
Brinker Capital Investments
Pennsylvania
$904K +$20.1K +248 +2%
OPS
375
Orion Portfolio Solutions
Nebraska
$904K +$20.1K +248 +2%
13 14
15
16 17