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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 %
JFG
376
Jefferies Financial Group
New York
$859K +$859K +13,100 New
AWA
377
Arkadios Wealth Advisors
Georgia
$831K -$42.9K -654 -5%
Brown Advisory
378
Brown Advisory
Maryland
$822K -$3.54K -54 -0.4%
GBA
379
Garrison Bradford & Associates
New York
$812K +$45.9K +700 +6%
USCWA
380
U.S. Capital Wealth Advisors
Texas
$810K -$373K -5,697 -32%
M
381
Mirova
France
$804K -$969K -14,784 -55%
Ensign Peak Advisors
382
Ensign Peak Advisors
Utah
$773K – – –
BBVA
383
Banco Bilbao Vizcaya Argentaria
Spain
$773K +$49K +747 +7%
CPIA
384
Cornell Pochily Investment Advisors
New York
$759K +$27.3K +416 +4%
T
385
TOBAM
France
$758K -$1.64M -25,076 -68%
VU
386
Vanderbilt University
Tennessee
$738K -$8.46K -129 -1%
AA
387
AlphaCentric Advisors
Puerto Rico
$725K – – –
FC
388
Fulcrum Capital
Washington
$719K +$67.5K +1,030 +10%
GWM
389
Gray Wealth Management
Maine
$711K -$27.1K -414 -4%
LA
390
LBP AM
France
$708K +$708K +10,801 New
WA
391
Wambolt & Associates
Colorado
$706K +$9.77K +149 +1%
AAS
392
Avantax Advisory Services
Texas
$705K -$778K -11,862 -52%
SGI
393
Summit Global Investments
Utah
$705K +$705K +10,754 New
NRI
394
NFP Retirement Inc
California
$705K +$62.4K +952 +10%
OIA
395
OneDigital Investment Advisors
Kansas
$702K +$95.8K +1,462 +16%
GI
396
GAMCO Investors
Connecticut
$688K -$334K -5,090 -33%
OFG
397
Oxford Financial Group
Indiana
$676K +$70.7K +1,079 +12%
AWM
398
AE Wealth Management
Kansas
$673K -$216K -3,298 -24%
F
399
F3Logic
Minnesota
$669K +$29.3K +446 +5%
GBS
400
Gallagher Benefit Services
Illinois
$669K +$669K +10,195 New
14 15
16
17 18