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Welltower
WELL

Overview Fund Activity

926 hedge funds and large institutions have $49.1B invested in Welltower in 2023 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 367 increasing their positions, 261 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
926
Holders Change
+104
Holders Change %
+12.65%
% of All Funds
13.58%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.25%
New
157
Increased
367
Reduced
261
Closed
45
Calls
$168M
Puts
$78.2M
Net Calls
+$90.1M
Net Calls Change
+$21.5M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.34B
2
Morgan Stanley
2
Morgan Stanley
New York
$1.19B
3
BlackRock
3
BlackRock
New York
$5.25B
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$7.75B
5
State Street
5
State Street
Massachusetts
$3.21B

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.46B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.09B
3
Northern Trust
3
Northern Trust
Illinois
$495M
4
Boston Partners
4
Boston Partners
Massachusetts
$151M
5
Invesco
5
Invesco
Georgia
$688M
Name Holding Trade Value Shares
Change 		Shares
Change %
NAM
376
NTV Asset Management
West Virginia
$1.3M – – –
AFA
377
American Financial Advisors
Georgia
$1.3M -$123K -1,362 -9%
PMG
378
ProVise Management Group
Florida
$1.29M -$22.5K -250 -2%
VSQM
379
V-Square Quantitative Management
Illinois
$1.28M +$655K +7,266 +106%
BCI
380
Brinker Capital Investments
Pennsylvania
$1.24M +$77.3K +861 +7%
OPS
381
Orion Portfolio Solutions
Nebraska
$1.24M +$77.3K +861 +7%
ACM
382
Advance Capital Management
Michigan
$1.23M – – –
WB
383
WesBanco Bank
West Virginia
$1.2M -$54.3K -602 -4%
TI
384
Tidal Investments
Wisconsin
$1.19M +$20.6K +228 +2%
Cetera Investment Advisers
385
Cetera Investment Advisers
Illinois
$1.18M +$1.89K +21 +0.2%
AG
386
AIA Group
Hong Kong
$1.17M -$9.02K -100 -0.8%
Carson Wealth (CWM LLC)
387
Carson Wealth (CWM LLC)
Nebraska
$1.17M +$26.3K +292 +2%
Parallax Volatility Advisers
388
Parallax Volatility Advisers
California
$1.17M +$869K +9,633 +290%
FTDI
389
First Trust Direct Indexing
Massachusetts
$1.15M +$184K +2,044 +19%
WA
390
Wambolt & Associates
Colorado
$1.15M +$72.1K +800 +7%
TMAM
391
Tokio Marine Asset Management
Japan
$1.12M +$61.3K +680 +6%
GBA
392
Garrison Bradford & Associates
New York
$1.12M – – –
GA
393
GRS Advisors
Illinois
$1.11M +$1.11M +12,314 New
Simplex Trading
394
Simplex Trading
Illinois
$1.11M +$1.11M +12,305 New
IMCOOI
395
Investment Management Corp of Ontario (IMCO)
Canada
$1.09M -$7.12M -78,984 -87%
CPIA
396
Cornell Pochily Investment Advisors
New York
$1.09M +$8.66K +96 +0.8%
SSB
397
Sandy Spring Bank
Maryland
$1.08M +$112K +1,240 +12%
BFM
398
Boothbay Fund Management
New York
$1.08M +$1.08M +11,999 New
IAA
399
Independent Advisor Alliance
North Carolina
$1.08M +$1.71K +19 +0.2%
BS
400
Banco Santander
Spain
$1.06M +$201K +2,233 +23%
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