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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 %
UB
451
UMB Bank
Missouri
$425K -$33.6K -469 -7%
IWM
452
IHT Wealth Management
Illinois
$420K -$82.6K -1,152 -16%
WEG
453
World Equity Group
Illinois
$418K +$418K +4,604 New
AIP
454
Ameritas Investment Partners
Nebraska
$416K – – –
FMAEN1
455
Fund Management at Engine No 1
California
$411K +$38.2K +533 +10%
BWP
456
Baldwin Wealth Partners
Massachusetts
$409K – – –
CI
457
Cigna Investments
Connecticut
$407K -$7.52K -105 -2%
JIC
458
Johnson Investment Counsel
Ohio
$405K +$405K +5,656 New
ABC
459
Associated Banc-Corp
Wisconsin
$404K -$93.2K -1,300 -19%
TIMH
460
Tilt Investment Management Holdings
New York
$404K +$21.7K +320 +6%
HT
461
HighTower Trust
Texas
$402K – – –
FCM
462
FJ Capital Management
Virginia
$401K +$103K +1,433 +34%
GT
463
Glenview Trust
Kentucky
$399K -$7.17K -100 -2%
SBF
464
Sara-Bay Financial
Florida
$398K -$102K -1,427 -20%
LK
465
Lumbard & Kellner
New Hampshire
$394K – – –
Jones Financial Companies
466
Jones Financial Companies
Missouri
$387K -$27.2K -380 -7%
Federated Hermes
467
Federated Hermes
Pennsylvania
$384K +$38.4K +535 +11%
FMII
468
Farmers & Merchants Investments Inc
Nebraska
$383K -$60.7K -847 -14%
BWFA
469
Baltimore-Washington Financial Advisors
Maryland
$381K +$381K +5,313 New
DS
470
DRW Securities
Illinois
$377K +$5.3K +74 +1%
FHB
471
First Hawaiian Bank
Hawaii
$369K +$1.15K +16 +0.3%
MOS
472
MGO One Seven
Ohio
$366K +$52.3K +729 +17%
FIBT
473
First International Bank & Trust
North Dakota
$364K -$20.6K -287 -5%
BIA
474
Benchmark Investment Advisors
Illinois
$363K – – –
IAN
475
Integrated Advisors Network
Texas
$361K +$1.51K +21 +0.4%
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19
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