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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 %
V
451
Veritable
Delaware
$572K +$30.2K +314 +6%
BL
452
Balentine LLC
Georgia
$570K +$570K +5,925 New
B
453
Bailard
California
$559K +$559K +5,813 New
IAS
454
Investment Advisory Services
Texas
$556K – – –
HT
455
HighTower Trust
Texas
$553K -$3.46K -36 -0.6%
ARMC
456
American Research & Management Company
Massachusetts
$548K -$28.8K -300 -5%
PHK
457
Point72 Hong Kong
Hong Kong
$543K +$543K +5,647 New
FCI
458
Financial Counselors Inc
Kansas
$538K – – –
AIP
459
Ameritas Investment Partners
Nebraska
$534K -$21.4K -223 -4%
GT
460
Greenleaf Trust
Michigan
$532K +$78.9K +821 +17%
VI
461
Versor Investments
New York
$529K +$202K +2,100 +62%
LFAS
462
Level Four Advisory Services
Texas
$521K -$10.4K -108 -2%
TW
463
TrinityPoint Wealth
Connecticut
$515K -$192 -2 -0%
RIA
464
Regal Investment Advisors
Michigan
$515K +$264K +2,741 +105%
OCM
465
Orion Capital Management
California
$509K – – –
SFA
466
Sequoia Financial Advisors
Ohio
$505K +$132K +1,373 +35%
CCB
467
Cutter & Co Brokerage
Missouri
$502K +$1.73K +18 +0.3%
Carson Wealth (CWM LLC)
468
Carson Wealth (CWM LLC)
Nebraska
$500K +$146K +1,520 +41%
DCM
469
Donaldson Capital Management
Indiana
$497K +$50.2K +522 +11%
TMAM
470
Tokio Marine Asset Management
Japan
$495K +$49.2K +512 +11%
AIA
471
Armor Investment Advisors
North Carolina
$491K -$75K -780 -13%
LCM
472
Laurion Capital Management
New York
$491K +$491K +5,109 New
BIA
473
Benchmark Investment Advisors
Illinois
$486K – – –
CAM
474
Cresset Asset Management
Illinois
$485K +$12K +125 +3%
LNWWM
475
Laird Norton Wetherby Wealth Management
California
$485K +$23.3K +243 +5%
17 18
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