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

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$3.07B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.17B
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$648M
4
OIAM
4
OFI Invest Asset Management
France
$1.24M
5
Bank of America
5
Bank of America
North Carolina
$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
MMG
426
Monetary Management Group
Missouri
$613K – – –
PA
427
Profund Advisors
Maryland
$608K +$18.8K +233 +3%
WC
428
Wexford Capital
Florida
$607K -$175K -2,163 -22%
MAS
429
Madden Advisory Services
Florida
$607K -$21K -260 -3%
MAS
430
Meeder Advisory Services
Ohio
$604K +$67.1K +830 +13%
LNC
431
Lincoln National Corp
Pennsylvania
$600K +$18.6K +230 +3%
GT
432
Greenleaf Trust
Michigan
$598K +$58.4K +722 +11%
SFG
433
Summit Financial Group
West Virginia
$595K – – –
SI
434
Stephens Inc
Arkansas
$585K – – –
NA
435
NewEdge Advisors
Louisiana
$584K +$21.1K +261 +4%
S
436
SignatureFD
Georgia
$576K +$50.3K +622 +10%
FMII
437
Farmers & Merchants Investments Inc
Nebraska
$564K +$132K +1,633 +31%
TPCW
438
TD Private Client Wealth
New York
$561K -$97.3K -1,203 -15%
QCG
439
Quadrant Capital Group
Ohio
$556K -$11.6K -144 -2%
RPCONE
440
Retirement Planning Company of New England
Rhode Island
$554K +$1.78K +22 +0.3%
GSWM
441
Greenup Street Wealth Management
Michigan
$531K – – –
HI
442
Horizon Investments
North Carolina
$527K +$10.6K +132 +2%
FMAEN1
443
Fund Management at Engine No 1
California
$523K +$59.5K +736 +13%
PSF
444
Pacific Sun Financial
California
$519K +$519K +7,238 New
SBIA
445
Sheaff Brock Investment Advisors
Indiana
$518K +$20.2K +250 +4%
BHPW
446
Beverly Hills Private Wealth
California
$518K +$236K +2,870 +84%
SFA
447
Sequoia Financial Advisors
Ohio
$506K +$12.1K +150 +2%
DCM
448
Dudley Capital Management
Virginia
$506K -$16.2K -200 -3%
ETC
449
Exchange Traded Concepts
Oklahoma
$503K -$340K -4,198 -40%
Bank Julius Baer & Co
450
Bank Julius Baer & Co
Switzerland
$502K +$123K +1,524 +33%
16 17
18
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