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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 %
AA
376
AlphaCentric Advisors
Puerto Rico
$895K – – –
WA
377
Wambolt & Associates
Colorado
$892K +$20.6K +255 +2%
GWM
378
Gray Wealth Management
Maine
$890K +$25.8K +319 +3%
O
379
Ossiam
France
$889K -$114K -1,410 -11%
IW
380
Imprint Wealth
South Carolina
$868K +$12.6K +156 +1%
NRI
381
NFP Retirement Inc
California
$864K -$7.93K -98 -0.9%
AWA
382
Arkadios Wealth Advisors
Georgia
$858K -$167K -2,067 -16%
TI
383
Tidal Investments
Wisconsin
$855K -$515K -6,358 -38%
WA
384
Waverly Advisors
Alabama
$853K +$151K +1,861 +21%
TMAM
385
Tokio Marine Asset Management
Japan
$853K +$79.5K +983 +10%
GI
386
GAMCO Investors
Connecticut
$849K – – –
AAS
387
Avantax Advisory Services
Texas
$826K +$2.02K +25 +0.2%
FTDI
388
First Trust Direct Indexing
Massachusetts
$824K +$40.1K +496 +5%
Lido Advisors
389
Lido Advisors
California
$819K +$10.8K +134 +1%
IWC
390
Integrated Wealth Concepts
Massachusetts
$811K -$285K -3,529 -26%
AAIM
391
American Assets Investment Management
California
$809K – – –
PAM
392
Panagora Asset Management
Massachusetts
$801K -$2.18K -27 -0.3%
FC
393
Fulcrum Capital
Washington
$801K -$28.7K -355 -3%
VU
394
Vanderbilt University
Tennessee
$791K -$255K -3,158 -24%
JWM
395
Jeppson Wealth Management
California
$785K -$8.09K -100 -1%
SCA
396
Snowden Capital Advisors
New York
$781K -$89.1K -1,101 -10%
XT
397
XTX Topco
Cayman Islands
$753K +$753K +9,307 New
WHG
398
Westwood Holdings Group
Texas
$728K -$4.45M -55,000 -86%
SPA
399
Sherbrooke Park Advisers
New York
$726K +$726K +8,979 New
SSB
400
Sandy Spring Bank
Maryland
$721K +$721K +8,916 New
14 15
16
17 18