WELL icon

Welltower
WELL

Overview Fund Activity

771 hedge funds and large institutions have $34.4B invested in Welltower in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 283 increasing their positions, 262 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
771
Holders Change
-24
Holders Change %
-3.02%
% of All Funds
12.34%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.26%
New
67
Increased
283
Reduced
262
Closed
71
Calls
$90.7M
Puts
$54.7M
Net Calls
+$36M
Net Calls Change
+$155M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$796M
2
Deutsche Bank
Deutsche Bank
Germany
+$286M
3
Invesco
Invesco
Georgia
+$146M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$112M
5
Russell Investments Group
Russell Investments Group
United Kingdom
+$84.3M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$231M
2
ZP
Zimmer Partners
New York
-$219M
3
BC
Brookfield Corp
Ontario, Canada
-$80.2M
4
SO
STRS Ohio
Ohio
-$46.1M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$45.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
401
AE Wealth Management
Kansas
$649K -$86.8K -1,211 -12%
BFA
402
BBJS Financial Advisors
Washington
$639K +$160K +2,227 +33%
DZ Bank
403
DZ Bank
Germany
$633K -$4.75M -66,200 -88%
SCM
404
Schnieders Capital Management
California
$632K -$10.8K -150 -2%
CBTWT
405
Community Bank & Trust (Waco, Texas)
Texas
$625K -$11.3K -158 -2%
BA
406
Bridgewater Associates
Connecticut
$624K -$910K -12,700 -59%
WA
407
Waverly Advisors
Alabama
$623K -$12.2K -170 -2%
OFG
408
Oxford Financial Group
Indiana
$619K -$120K -1,675 -16%
CIC
409
Carnegie Investment Counsel
Ohio
$616K -$53K -740 -8%
RIA
410
Richwood Investment Advisors
Ohio
$616K -$9.32K -130 -1%
WT
411
Whittier Trust
California
$611K – – –
PI
412
PFG Investments
New York
$609K +$609K +8,491 New
GRP
413
Global Retirement Partners
California
$605K +$198K +2,548 +48%
MNBTD
414
Moody National Bank Trust Division
Texas
$601K -$14.6K -203 -2%
BS
415
Banco Santander
Spain
$600K +$239K +3,337 +66%
ISL
416
Ingalls & Snyder LLC
New York
$599K – – –
LNWWM
417
Laird Norton Wetherby Wealth Management
California
$598K +$90.4K +1,261 +18%
CCA
418
Checchi Capital Advisers
California
$589K -$28.6K -399 -5%
TPCW
419
TD Private Client Wealth
New York
$583K -$1.65K -23 -0.3%
NW
420
NewEdge Wealth
Pennsylvania
$583K +$111K +1,549 +24%
V
421
Veritable
Delaware
$581K -$30.6K -427 -5%
VFA
422
Values First Advisors
Tennessee
$580K +$25.5K +355 +5%
LFAS
423
Level Four Advisory Services
Texas
$580K +$150K +2,099 +35%
MYLI
424
Meiji Yasuda Life Insurance
Japan
$566K – – –
PFS
425
Prospera Financial Services
Texas
$565K -$5.67K -79 -1%
15 16
17
18 19