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Welltower
WELL

Overview Fund Activity

813 hedge funds and large institutions have $37.3B invested in Welltower in 2022 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 314 increasing their positions, 257 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
813
Holders Change
-29
Holders Change %
-3.44%
% of All Funds
13.75%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.3%
New
73
Increased
314
Reduced
257
Closed
89
Calls
$151M
Puts
$137M
Net Calls
+$13.5M
Net Calls Change
-$8.98M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.48B
2
BlackRock
BlackRock
New York
$4.11B
3
MSE
MUFG Securities EMEA
United Kingdom
$251M
4
Bank of America
Bank of America
North Carolina
$354M
5
Morgan Stanley
Morgan Stanley
New York
$528M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$2.81B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$760M
3
American Century Companies
American Century Companies
Missouri
$103M
4
Deutsche Bank
Deutsche Bank
Germany
$385M
5
First Trust Advisors
First Trust Advisors
Illinois
$9.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCP
376
GSA Capital Partners
United Kingdom
$884K +$625K +7,595 +242%
SI
377
Stephens Inc
Arkansas
$883K -$35.3K -429 -4%
CCA
378
Cadent Capital Advisors
Oklahoma
$874K -$14.8K -180 -2%
ONSWM
379
Old North State Wealth Management
North Carolina
$868K +$2.39K +29 +0.3%
WA
380
Wambolt & Associates
Colorado
$866K +$70.7K +858 +9%
SS
381
Simplicity Solutions
Minnesota
$860K +$155K +1,883 +22%
FC
382
Fulcrum Capital
Washington
$850K +$850K +10,317 New
AUB
383
Atlantic Union Bankshares
Virginia
$834K – – –
GBA
384
Garrison Bradford & Associates
New York
$834K – – –
PA
385
Profund Advisors
Maryland
$827K -$76.1K -924 -8%
AAIM
386
American Assets Investment Management
California
$824K – – –
JWM
387
Jeppson Wealth Management
California
$818K -$1.56K -19 -0.2%
CBTWT
388
Community Bank & Trust (Waco, Texas)
Texas
$811K -$4.12K -50 -0.5%
F
389
F3Logic
Minnesota
$806K +$806K +9,793 New
Cetera Investment Advisers
390
Cetera Investment Advisers
Illinois
$795K -$36.3K -441 -4%
BL
391
Balentine LLC
Georgia
$795K +$307K +3,728 +63%
AAM
392
Abeille Asset Management
France
$794K +$184K +2,238 +30%
RIA
393
Richwood Investment Advisors
Ohio
$785K -$25.9K -315 -3%
PCM
394
Penserra Capital Management
California
$782K -$689K -8,381 -47%
LWAC
395
Laurel Wealth Advisors (California)
California
$775K -$51.5K -625 -6%
NA
396
NewEdge Advisors
Louisiana
$766K +$766K +9,298 New
OFG
397
Oxford Financial Group
Indiana
$763K +$2.22K +27 +0.3%
OIA
398
OneDigital Investment Advisors
Kansas
$761K -$82 -1 -0%
PSF
399
Pacific Sun Financial
California
$757K -$7.24K -88 -0.9%
ECM
400
Everence Capital Management
Indiana
$749K – – –
14 15
16
17 18