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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 %
ABC
451
Associated Banc-Corp
Wisconsin
$454K – – –
SS
452
Simplicity Solutions
Minnesota
$453K +$97.7K +1,490 +28%
QCG
453
Quadrant Capital Group
Ohio
$452K +$208K +3,175 +85%
MFS
454
Mirabella Financial Services
United Kingdom
$452K -$2.09M -31,942 -82%
RPCONE
455
Retirement Planning Company of New England
Rhode Island
$447K +$7.54K +115 +2%
BFA
456
BBJS Financial Advisors
Washington
$438K +$438K +6,681 New
Credit Agricole
457
Credit Agricole
France
$432K -$2.32M -35,366 -84%
NW
458
NewEdge Wealth
Pennsylvania
$431K -$918 -14 -0.2%
AIP
459
Ameritas Investment Partners
Nebraska
$431K – – –
PIA
460
Panoramic Investment Advisors
Colorado
$431K +$431K +6,575 New
GSWM
461
Greenup Street Wealth Management
Michigan
$431K – – –
DCM
462
Dudley Capital Management
Virginia
$423K +$423K +6,450 New
UB
463
UMB Bank
Missouri
$419K -$176K -2,692 -30%
Dimensional Fund Advisors
464
Dimensional Fund Advisors
Texas
$415K +$3.29K +50,175 +0.8%
ACP
465
Aviance Capital Partners
Florida
$411K +$164K +2,500 +66%
GT
466
Greenleaf Trust
Michigan
$411K +$70.9K +1,083 +21%
SFA
467
Sequoia Financial Advisors
Ohio
$407K +$85.2K +1,299 +26%
FMII
468
Farmers & Merchants Investments Inc
Nebraska
$406K -$4.26K -65 -1%
SBIA
469
Sheaff Brock Investment Advisors
Indiana
$404K – – –
ETC
470
Exchange Traded Concepts
Oklahoma
$397K +$67.9K +1,036 +21%
LFAS
471
Level Four Advisory Services
Texas
$392K +$38.2K +583 +11%
SW
472
SVB Wealth
Massachusetts
$391K +$73.1K +1,116 +23%
BCI
473
Brinker Capital Investments
Pennsylvania
$389K +$54.4K +830 +16%
HT
474
HighTower Trust
Texas
$384K +$2.53K +39 +0.7%
S
475
SignatureFD
Georgia
$380K +$114K +1,738 +43%
17 18
19
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