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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 %
ISL
426
Ingalls & Snyder LLC
New York
$547K – – –
MCC
427
Money Concepts Capital
Florida
$544K +$476K +7,258 +693%
HNB
428
Huntington National Bank
Ohio
$539K -$1.44K -22 -0.3%
AP
429
Appleton Partners
Massachusetts
$537K +$537K +8,193 New
TPCW
430
TD Private Client Wealth
New York
$535K +$48K +732 +10%
MMG
431
Monetary Management Group
Missouri
$529K – – –
PFS
432
Prospera Financial Services
Texas
$522K +$39.9K +609 +8%
MYLI
433
Meiji Yasuda Life Insurance
Japan
$518K -$506K -7,722 -49%
MAS
434
Madden Advisory Services
Florida
$509K – – –
SFS
435
Stiles Financial Services
Minnesota
$509K -$2.56K -39 -0.5%
VFA
436
Values First Advisors
Tennessee
$507K +$109K +1,664 +27%
Lido Advisors
437
Lido Advisors
California
$506K +$40.5K +618 +9%
HI
438
Horizon Investments
North Carolina
$504K +$208K +3,183 +71%
TMAM
439
Tokio Marine Asset Management
Japan
$500K +$42.2K +644 +9%
LWAC
440
Laurel Wealth Advisors (California)
California
$498K -$97.3K -1,485 -16%
LGF
441
LGT Group Foundation
Liechtenstein
$490K +$146K +2,220 +42%
QIM
442
Quantitative Investment Management
Virginia
$487K -$737K -11,256 -60%
SFG
443
Summit Financial Group
West Virginia
$482K -$5.77K -88 -1%
PSF
444
Pacific Sun Financial
California
$476K -$123K -1,880 -21%
SI
445
Stephens Inc
Arkansas
$475K -$102K -1,560 -18%
HI
446
Hendershot Investments
Virginia
$474K +$1.84K +28 +0.4%
LNWWM
447
Laird Norton Wetherby Wealth Management
California
$464K +$97.3K +1,484 +26%
IWM
448
IHT Wealth Management
Illinois
$459K +$86.2K +1,315 +23%
SBF
449
Sara-Bay Financial
Florida
$457K – – –
LNC
450
Lincoln National Corp
Pennsylvania
$455K -$29.8K -455 -6%
16 17
18
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