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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 %
GWM
376
Gray Wealth Management
Maine
$766K -$12.3K -171 -2%
IW
377
Imprint Wealth
South Carolina
$758K +$758K +10,569 New
LA
378
LBP AM
France
$755K -$19.5K -272 -3%
GI
379
GAMCO Investors
Connecticut
$753K – – –
IAA
380
Independent Advisor Alliance
North Carolina
$752K +$28.7K +400 +4%
ETC
381
Exchange Traded Concepts
Oklahoma
$747K +$313K +4,366 +72%
FC
382
Fulcrum Capital
Washington
$735K -$51K -711 -6%
PRC
383
Pearl River Capital
Michigan
$734K -$1.23M -17,224 -63%
AAF
384
Andra AP-fonden
Sweden
$731K -$1.74M -24,300 -70%
AAS
385
Avantax Advisory Services
Texas
$730K -$41.2K -575 -5%
GFA
386
Gallagher Fiduciary Advisors
Illinois
$718K +$718K +10,007 New
AAIM
387
American Assets Investment Management
California
$717K – – –
Lido Advisors
388
Lido Advisors
California
$716K +$162K +2,264 +29%
PAM
389
Panagora Asset Management
Massachusetts
$712K -$410K -5,720 -37%
VAS
390
Vestmark Advisory Solutions
Massachusetts
$711K +$20K +279 +3%
JWM
391
Jeppson Wealth Management
California
$703K – – –
MHS
392
M Holdings Securities
Oregon
$698K -$518K -7,233 -43%
Carson Wealth (CWM LLC)
393
Carson Wealth (CWM LLC)
Nebraska
$697K +$28.6K +399 +4%
FTDI
394
First Trust Direct Indexing
Massachusetts
$695K +$80K +1,116 +13%
WC
395
Wexford Capital
Florida
$693K -$543K -7,572 -44%
TMAM
396
Tokio Marine Asset Management
Japan
$685K +$139K +1,933 +25%
PCM
397
Penserra Capital Management
California
$666K -$12.7K -178 -2%
AP
398
Appleton Partners
Massachusetts
$656K +$68.5K +955 +12%
AUB
399
Atlantic Union Bankshares
Virginia
$654K – – –
HNB
400
Huntington National Bank
Ohio
$654K +$64.4K +898 +11%
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16
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