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Welltower
WELL

Overview Fund Activity

795 hedge funds and large institutions have $30.5B invested in Welltower in 2022 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 297 increasing their positions, 268 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
795
Holders Change
+14
Holders Change %
+1.79%
% of All Funds
12.83%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.29%
New
99
Increased
297
Reduced
268
Closed
63
Calls
$72.1M
Puts
$191M
Net Calls
-$119M
Net Calls Change
-$75.7M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$3.12B
2
Capital International Investors
2
Capital International Investors
California
$228M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$671M
4
Daiwa Securities Group
4
Daiwa Securities Group
Japan
$669M
5
CIM
5
Centersquare Investment Management
Pennsylvania
$311M

Top Sellers

1
MSE
1
MUFG Securities EMEA
United Kingdom
$0
2
RC
2
Resolution Capital
Australia
$350M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.58B
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$21.9M
5
Bank of America
5
Bank of America
North Carolina
$175M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
401
Park Avenue Securities
New York
$661K +$48.4K +739 +8%
BFG
402
Bleakley Financial Group
New Jersey
$661K +$661K +10,081 New
AIM
403
Achmea Investment Management
Netherlands
$657K -$1.32M -21,496 -67%
AAIM
404
American Assets Investment Management
California
$656K – – –
SCA
405
Snowden Capital Advisors
New York
$651K +$63.3K +965 +11%
EI
406
Ethic Inc
New York
$645K -$146K -2,225 -18%
JWM
407
Jeppson Wealth Management
California
$643K -$21.6K -330 -3%
VAS
408
Vestmark Advisory Solutions
Massachusetts
$632K +$24.2K +369 +4%
PA
409
Profund Advisors
Maryland
$624K +$37K +565 +6%
PCM
410
Penserra Capital Management
California
$621K +$61.5K +941 +11%
CIC
411
Carnegie Investment Counsel
Ohio
$612K +$127K +1,943 +26%
Carson Wealth (CWM LLC)
412
Carson Wealth (CWM LLC)
Nebraska
$611K +$193K +2,945 +46%
AUB
413
Atlantic Union Bankshares
Virginia
$598K -$65.6K -1,000 -10%
QCM
414
Quantinno Capital Management
New York
$598K +$598K +9,117 New
SCM
415
Schnieders Capital Management
California
$588K – – –
CBTWT
416
Community Bank & Trust (Waco, Texas)
Texas
$582K -$49.8K -760 -8%
WA
417
Waverly Advisors
Alabama
$580K -$7.15K -109 -1%
RIA
418
Richwood Investment Advisors
Ohio
$572K -$14.2K -216 -2%
QT
419
Quantbot Technologies
New York
$568K +$568K +8,667 New
CCA
420
Checchi Capital Advisers
California
$564K +$2.03K +31 +0.4%
MNBTD
421
Moody National Bank Trust Division
Texas
$563K +$7.8K +119 +1%
FTDI
422
First Trust Direct Indexing
Massachusetts
$562K +$121K +1,843 +27%
Jane Street
423
Jane Street
New York
$560K -$654K -9,975 -54%
V
424
Veritable
Delaware
$559K +$141K +2,150 +34%
WT
425
Whittier Trust
California
$559K -$4K -61 -0.7%
15 16
17
18 19