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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 %
SFS
426
Stiles Financial Services
Minnesota
$559K +$2.44K +34 +0.4%
MAS
427
Madden Advisory Services
Florida
$557K – – –
GCM
428
Greenland Capital Management
New York
$552K +$552K +7,705 New
MMG
429
Monetary Management Group
Missouri
$543K -$35.8K -500 -6%
OTL
430
Oak Thistle LLC
New York
$535K +$535K +7,458 New
SFG
431
Summit Financial Group
West Virginia
$527K – – –
PA
432
Profund Advisors
Maryland
$522K -$161K -2,244 -24%
SI
433
Stephens Inc
Arkansas
$519K -$1K -14 -0.2%
LNC
434
Lincoln National Corp
Pennsylvania
$515K +$17.5K +244 +4%
QCG
435
Quadrant Capital Group
Ohio
$503K +$8.82K +123 +2%
NA
436
NewEdge Advisors
Louisiana
$499K -$40.8K -569 -8%
RPCONE
437
Retirement Planning Company of New England
Rhode Island
$489K +$72 +1 +0%
GT
438
Greenleaf Trust
Michigan
$478K +$28.5K +398 +6%
MAS
439
Meeder Advisory Services
Ohio
$476K +$94.9K +1,324 +25%
DGAM
440
Desjardins Global Asset Management
Quebec, Canada
$474K +$138K +1,932 +41%
GSWM
441
Greenup Street Wealth Management
Michigan
$471K – – –
S
442
SignatureFD
Georgia
$466K +$50.3K +701 +12%
DCM
443
Dudley Capital Management
Virginia
$462K – – –
HI
444
Hendershot Investments
Virginia
$461K -$57.6K -803 -11%
HI
445
Horizon Investments
North Carolina
$457K -$90.3K -1,270 -17%
USCWA
446
U.S. Capital Wealth Advisors
Texas
$450K -$435K -6,072 -49%
SG Americas Securities
447
SG Americas Securities
New York
$442K -$1.06M -14,740 -70%
SBIA
448
Sheaff Brock Investment Advisors
Indiana
$442K – – –
CCM
449
Coldstream Capital Management
Washington
$440K +$66.2K +923 +18%
SFA
450
Sequoia Financial Advisors
Ohio
$437K -$7.53K -105 -2%
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