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Welltower
WELL

Overview Fund Activity

807 hedge funds and large institutions have $39.9B invested in Welltower in 2023 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 299 increasing their positions, 256 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
807
Holders Change
+36
Holders Change %
+4.67%
% of All Funds
12.73%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.28%
New
78
Increased
299
Reduced
256
Closed
38
Calls
$134M
Puts
$41.8M
Net Calls
+$92.1M
Net Calls Change
+$56.1M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$1.73B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$2.19B
3
BlackRock
BlackRock
New York
$4.32B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$611M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$203M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$3.07B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.17B
3
Daiwa Securities Group
Daiwa Securities Group
Japan
$648M
4
OIAM
OFI Invest Asset Management
France
$1.24M
5
Bank of America
Bank of America
North Carolina
$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
AUB
401
Atlantic Union Bankshares
Virginia
$716K -$22.2K -275 -3%
GFA
402
Gallagher Fiduciary Advisors
Illinois
$707K -$103K -1,267 -13%
SCM
403
Schnieders Capital Management
California
$705K -$8.09K -100 -1%
CBTWT
404
Community Bank & Trust (Waco, Texas)
Texas
$702K -$3.31K -41 -0.5%
CIC
405
Carnegie Investment Counsel
Ohio
$695K -$81 -1 -0%
VFA
406
Values First Advisors
Tennessee
$694K +$39.3K +486 +6%
LFAS
407
Level Four Advisory Services
Texas
$692K +$38.4K +475 +6%
WT
408
Whittier Trust
California
$690K – – –
PI
409
PFG Investments
New York
$689K +$2.51K +31 +0.4%
CCM
410
Coldstream Capital Management
Washington
$689K +$193K +2,386 +39%
AWM
411
AE Wealth Management
Kansas
$689K -$43.8K -542 -6%
MNBTD
412
Moody National Bank Trust Division
Texas
$678K – – –
BS
413
Banco Santander
Spain
$678K – – –
TIMH
414
Tilt Investment Management Holdings
New York
$676K +$195K +2,414 +41%
ISL
415
Ingalls & Snyder LLC
New York
$676K – – –
Federated Hermes
416
Federated Hermes
Pennsylvania
$674K +$240K +2,972 +55%
BBP
417
Banco BTG Pactual
Brazil
$670K +$670K +8,283 New
CCA
418
Checchi Capital Advisers
California
$667K +$2.91K +36 +0.4%
LNWWM
419
Laird Norton Wetherby Wealth Management
California
$656K -$19.2K -237 -3%
V
420
Veritable
Delaware
$654K -$1.21K -15 -0.2%
RIA
421
Richwood Investment Advisors
Ohio
$641K -$54K -667 -8%
NW
422
NewEdge Wealth
Pennsylvania
$640K -$17.6K -218 -3%
GRP
423
Global Retirement Partners
California
$639K +$7.93K +98 +1%
SFS
424
Stiles Financial Services
Minnesota
$629K -$2.1K -26 -0.3%
HNB
425
Huntington National Bank
Ohio
$621K -$116K -1,439 -16%
15 16
17
18 19