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Welltower
WELL

Overview Fund Activity

813 hedge funds and large institutions have $37.3B invested in Welltower in 2022 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 314 increasing their positions, 257 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
813
Holders Change
-29
Holders Change %
-3.44%
% of All Funds
13.75%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.3%
New
73
Increased
314
Reduced
257
Closed
89
Calls
$151M
Puts
$137M
Net Calls
+$13.5M
Net Calls Change
-$8.98M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.48B
2
BlackRock
2
BlackRock
New York
$4.11B
3
MSE
3
MUFG Securities EMEA
United Kingdom
$251M
4
Bank of America
4
Bank of America
North Carolina
$354M
5
Morgan Stanley
5
Morgan Stanley
New York
$528M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$2.81B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$760M
3
American Century Companies
3
American Century Companies
Missouri
$103M
4
Deutsche Bank
4
Deutsche Bank
Germany
$385M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$9.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
401
Schnieders Capital Management
California
$745K -$323K -3,923 -30%
PAS
402
Park Avenue Securities
New York
$745K +$105K +1,275 +16%
WA
403
Waverly Advisors
Alabama
$738K -$1.98K -24 -0.3%
NW
404
Naviter Wealth
Arkansas
$732K -$34.7K -422 -5%
CCA
405
Checchi Capital Advisers
California
$728K +$298K +3,449 +69%
CIC
406
Carnegie Investment Counsel
Ohio
$715K – – –
ISL
407
Ingalls & Snyder LLC
New York
$706K -$4.12K -50 -0.6%
AWM
408
AE Wealth Management
Kansas
$701K +$17.7K +215 +3%
VU
409
Vanderbilt University
Tennessee
$699K +$699K +8,489 New
HNB
410
Huntington National Bank
Ohio
$679K +$23K +279 +3%
SCA
411
Snowden Capital Advisors
New York
$673K +$30.1K +366 +5%
UB
412
UMB Bank
Missouri
$672K -$82.3K -999 -11%
MMG
413
Monetary Management Group
Missouri
$665K – – –
MNBTD
414
Moody National Bank Trust Division
Texas
$661K -$810K -9,825 -55%
MGP
415
Metis Global Partners
California
$658K +$90.4K +1,096 +16%
SPC
416
Sigma Planning Corp
Michigan
$654K -$30.2K -367 -4%
MAS
417
Madden Advisory Services
Florida
$639K -$7K -85 -1%
SFG
418
Summit Financial Group
West Virginia
$627K – – –
SFS
419
Stiles Financial Services
Minnesota
$626K +$3.46K +42 +0.6%
Lido Advisors
420
Lido Advisors
California
$624K +$34.9K +424 +6%
SIAG
421
Safeguard Investment Advisory Group
California
$623K – – –
Federated Hermes
422
Federated Hermes
Pennsylvania
$615K +$104K +1,259 +20%
FHB
423
First Hawaiian Bank
Hawaii
$605K -$23.6K -287 -4%
LNC
424
Lincoln National Corp
Pennsylvania
$600K +$165 +2 +0%
Verition Fund Management
425
Verition Fund Management
Connecticut
$600K +$600K +7,289 New
15 16
17
18 19