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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 %
LNC
426
Lincoln National Corp
Pennsylvania
$701K +$82.3K +856 +13%
HI
427
Hendershot Investments
Virginia
$692K – – –
MCC
428
Money Concepts Capital
Florida
$690K +$690K +7,180 New
Lido Advisors
429
Lido Advisors
California
$687K +$13.2K +137 +2%
ABC
430
Associated Banc-Corp
Wisconsin
$666K – – –
CCP
431
Corient Capital Partners
California
$665K +$90.1K +937 +16%
IRF
432
IBM Retirement Fund
New York
$663K -$13.4K -139 -2%
MGP
433
Metis Global Partners
California
$661K +$307K +3,194 +87%
RPCONE
434
Retirement Planning Company of New England
Rhode Island
$643K -$7.02K -73 -1%
GSWM
435
Greenup Street Wealth Management
Michigan
$632K – – –
TI
436
Tidal Investments
Wisconsin
$630K +$149K +1,553 +31%
SIAG
437
Safeguard Investment Advisory Group
California
$623K +$4.32K +45 +0.7%
Jones Financial Companies
438
Jones Financial Companies
Missouri
$620K -$17.4K -181 -3%
IMRF
439
Illinois Municipal Retirement Fund
Illinois
$619K +$619K +6,443 New
SBF
440
Sara-Bay Financial
Florida
$609K +$6.06K +63 +1%
SBIA
441
Sheaff Brock Investment Advisors
Indiana
$605K -$154K -1,600 -20%
FMII
442
Farmers & Merchants Investments Inc
Nebraska
$605K -$14.5K -151 -2%
Federated Hermes
443
Federated Hermes
Pennsylvania
$597K +$268K +2,789 +81%
ACM
444
AlphaCrest Capital Management
New York
$589K -$570K -5,923 -49%
ECM
445
ExodusPoint Capital Management
New York
$586K +$586K +6,091 New
VFA
446
Values First Advisors
Tennessee
$582K +$23.2K +241 +4%
EP
447
Edgestream Partners
New Jersey
$582K +$582K +6,057 New
Assenagon Asset Management
448
Assenagon Asset Management
Luxembourg
$581K -$120K -1,244 -17%
HIC
449
Hartline Investment Corp
Illinois
$578K – – –
AI
450
Atom Investors
Texas
$575K +$251K +2,607 +77%
16 17
18
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