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Welltower
WELL

Overview Fund Activity

842 hedge funds and large institutions have $42.1B invested in Welltower in 2022 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 310 increasing their positions, 277 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
842
Holders Change
+40
Holders Change %
+4.99%
% of All Funds
13.32%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.27%
New
104
Increased
310
Reduced
277
Closed
52
Calls
$140M
Puts
$117M
Net Calls
+$22.4M
Net Calls Change
+$41.1M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$932M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$342M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$280M
4
State Street
State Street
Massachusetts
+$246M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$120M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$290M
2
Credit Agricole
Credit Agricole
France
-$251M
3
CCM
Cullen Capital Management
New York
-$157M
4
BlackRock
BlackRock
New York
-$135M
5
Invesco
Invesco
Georgia
-$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
OFG
401
Oxford Financial Group
Indiana
$888K -$991K -10,310 -53%
OIA
402
OneDigital Investment Advisors
Kansas
$888K +$38K +395 +4%
UB
403
UMB Bank
Missouri
$881K -$102K -1,057 -10%
Los Angeles Capital Management
404
Los Angeles Capital Management
California
$876K +$188K +1,960 +27%
ECM
405
Everence Capital Management
Indiana
$875K – – –
WA
406
Waverly Advisors
Alabama
$864K – – –
AWA
407
Aaron Wealth Advisors
Illinois
$859K +$859K +82,584 New
CIC
408
Carnegie Investment Counsel
Ohio
$834K +$9.61K +100 +1%
ISL
409
Ingalls & Snyder LLC
New York
$829K -$192K -2,000 -19%
SS
410
Simplicity Solutions
Minnesota
$824K +$93.5K +973 +13%
KOC
411
Koss-Olinger Consulting
Florida
$802K -$144K -1,496 -15%
SPC
412
Sigma Planning Corp
Michigan
$798K -$63.1K -657 -7%
AWM
413
AE Wealth Management
Kansas
$798K +$83.3K +867 +12%
MMG
414
Monetary Management Group
Missouri
$776K – – –
HNB
415
Huntington National Bank
Ohio
$766K -$324K -3,372 -30%
MAS
416
Madden Advisory Services
Florida
$755K -$1.92K -20 -0.3%
SCA
417
Snowden Capital Advisors
New York
$751K +$342K +3,558 +84%
PAS
418
Park Avenue Securities
New York
$747K +$32.8K +341 +5%
CI
419
Cigna Investments
Connecticut
$738K -$204K -2,122 -22%
FHB
420
First Hawaiian Bank
Hawaii
$734K +$36.6K +381 +5%
SFG
421
Summit Financial Group
West Virginia
$732K – – –
SFS
422
Stiles Financial Services
Minnesota
$727K +$4.14K +43 +0.6%
TPCW
423
TD Private Client Wealth
New York
$726K +$53.4K +555 +8%
AAM
424
Abeille Asset Management
France
$712K -$20.4K -212 -3%
IA
425
IndexIQ Advisors
New York
$706K +$25.9K +269 +4%
15 16
17
18 19