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Welltower
WELL

Overview Fund Activity

842 hedge funds and large institutions have $42.1B invested in Welltower in 2022 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 310 increasing their positions, 277 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
842
Holders Change
+40
Holders Change %
+4.99%
% of All Funds
13.32%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.27%
New
104
Increased
310
Reduced
277
Closed
52
Calls
$140M
Puts
$117M
Net Calls
+$22.4M
Net Calls Change
+$41.1M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$932M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$342M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$280M
4
State Street
State Street
Massachusetts
+$246M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$120M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$290M
2
Credit Agricole
Credit Agricole
France
-$251M
3
CCM
Cullen Capital Management
New York
-$157M
4
BlackRock
BlackRock
New York
-$135M
5
Invesco
Invesco
Georgia
-$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
NRI
376
NFP Retirement Inc
California
$1.06M -$86.3K -898 -8%
NIMI
377
Natixis Investment Managers International
France
$1.06M +$1.06M +11,010 New
SPIA
378
Steward Partners Investment Advisory
New York
$1.06M +$4.9K +51 +0.5%
PA
379
Profund Advisors
Maryland
$1.06M -$524K -5,449 -33%
YIH
380
Y-Intercept (HK)
Hong Kong
$1.04M +$1.04M +10,834 New
AII
381
AGF Investments Inc
Ontario, Canada
$1.04M +$117K +1,214 +13%
CCA
382
Cadent Capital Advisors
Oklahoma
$1.04M -$106K -1,104 -9%
CPIA
383
Cornell Pochily Investment Advisors
New York
$1.04M +$481 +5 +0%
BBVA
384
Banco Bilbao Vizcaya Argentaria
Spain
$1.03M -$2.81M -28,536 -73%
GWM
385
Gray Wealth Management
Maine
$1.02M -$1.44K -15 -0.1%
ONSWM
386
Old North State Wealth Management
North Carolina
$1.01M +$7.79K +81 +0.8%
EI
387
Ethic Inc
New York
$1.01M -$965K -10,035 -49%
GBA
388
Garrison Bradford & Associates
New York
$973K -$33.6K -350 -3%
AUB
389
Atlantic Union Bankshares
Virginia
$973K -$2.4K -25 -0.2%
Cetera Investment Advisers
390
Cetera Investment Advisers
Illinois
$971K -$223K -2,321 -19%
LWAC
391
Laurel Wealth Advisors (California)
California
$965K -$56.4K -587 -6%
AIL
392
AGF Investments LLC
Ontario, Canada
$962K +$962K +10,011 New
AAIM
393
American Assets Investment Management
California
$961K – – –
JWM
394
Jeppson Wealth Management
California
$957K – – –
CBTWT
395
Community Bank & Trust (Waco, Texas)
Texas
$951K +$111K +1,150 +13%
RIA
396
Richwood Investment Advisors
Ohio
$947K -$8.65K -90 -0.9%
LK
397
Lumbard & Kellner
New Hampshire
$947K +$1.06K +11 +0.1%
WA
398
Wambolt & Associates
Colorado
$944K -$20.1K -206 -2%
NW
399
Naviter Wealth
Arkansas
$895K -$21.4K -223 -2%
PSF
400
Pacific Sun Financial
California
$893K +$2.89K +30 +0.3%
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16
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