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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 %
VAS
451
Vestmark Advisory Solutions
Massachusetts
$498K -$305K -3,768 -38%
DS
452
DRW Securities
Illinois
$486K +$60.5K +749 +14%
1832 Asset Management
453
1832 Asset Management
Ontario, Canada
$485K +$485K +6,000 New
CI
454
Cigna Investments
Connecticut
$485K +$25.5K +315 +6%
AIP
455
Ameritas Investment Partners
Nebraska
$482K +$11.7K +145 +2%
HI
456
Hendershot Investments
Virginia
$479K -$40.4K -500 -8%
PFO
457
Pathstone Family Office
New Jersey
$479K +$181K +2,352 +61%
HAG
458
HF Advisory Group
Maryland
$467K +$84.1K +1,040 +22%
JIC
459
Johnson Investment Counsel
Ohio
$461K +$3.88K +48 +0.8%
BWP
460
Baldwin Wealth Partners
Massachusetts
$461K – – –
SGI
461
Summit Global Investments
Utah
$453K -$417K -5,155 -48%
GT
462
Glenview Trust
Kentucky
$449K -$1.38K -17 -0.3%
LK
463
Lumbard & Kellner
New Hampshire
$445K – – –
FCI
464
Financial Counselors Inc
Kansas
$444K +$40.3K +499 +10%
SBF
465
Sara-Bay Financial
Florida
$435K -$14.2K -175 -3%
M
466
Mirova
France
$431K -$546K -6,744 -56%
Jones Financial Companies
467
Jones Financial Companies
Missouri
$430K -$6.55K -81 -2%
EC
468
Elequin Capital
New York
$425K +$425K +5,252 New
BEI
469
Benjamin Edwards Inc
Missouri
$423K +$172K +2,128 +69%
FIBT
470
First International Bank & Trust
North Dakota
$416K +$5.91K +73 +1%
IAN
471
Integrated Advisors Network
Texas
$413K +$5.34K +66 +1%
BIA
472
Benchmark Investment Advisors
Illinois
$409K – – –
GLA
473
Good Life Advisors
Pennsylvania
$406K +$52.7K +651 +15%
UB
474
UMB Bank
Missouri
$402K -$77K -952 -16%
IAG
475
Investment Advisory Group
Massachusetts
$401K +$2.51K +31 +0.6%
17 18
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