WELL icon

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 %
FTDI
476
First Trust Direct Indexing
Massachusetts
$481K +$47.3K +492 +11%
CCA
477
Checchi Capital Advisers
California
$479K +$34.2K +356 +8%
BCI
478
Brinker Capital Investments
Pennsylvania
$477K +$18.8K +196 +4%
IAG
479
Investment Advisory Group
Massachusetts
$474K +$474K +4,927 New
GRP
480
Global Retirement Partners
California
$468K +$468K +5,291 New
TBA
481
Tower Bridge Advisors
Pennsylvania
$466K – – –
SWM
482
Spire Wealth Management
Virginia
$464K -$71.9K -748 -13%
TYCC
483
Texas Yale Capital Corp
Florida
$455K -$135K -1,406 -23%
LC
484
LCNB Corp
Ohio
$455K – – –
GT
485
Glenview Trust
Kentucky
$455K +$110K +1,145 +32%
PWW
486
Pettyjohn Wood & White
Virginia
$454K -$21.6K -225 -5%
CCG
487
Cypress Capital Group
Florida
$453K +$44.8K +467 +11%
S
488
Schroders
United Kingdom
$453K +$453K +4,706 New
MAM
489
Meeder Asset Management
Ohio
$453K +$453K +4,714 New
CCM
490
Cullen Capital Management
New York
$451K -$157M -1,632,857 -100%
IC
491
IEQ Capital
California
$449K +$18.5K +192 +4%
VWA
492
Visionary Wealth Advisors
Illinois
$448K -$28.7K -298 -6%
AWAG
493
ARS Wealth Advisors Group
Florida
$448K – – –
IAN
494
Integrated Advisors Network
Texas
$447K -$12K -125 -3%
ETC
495
Exchange Traded Concepts
Oklahoma
$446K +$11.4K +119 +3%
SWP
496
Stratos Wealth Partners
Ohio
$444K -$18.8K -195 -4%
PFS
497
Prospera Financial Services
Texas
$444K +$7.51K +78 +2%
EWA
498
EP Wealth Advisors
California
$433K +$2.89K +30 +0.7%
AA
499
AlphaMark Advisors
Kentucky
$433K +$9.61K +100 +2%
OWP
500
Obermeyer Wealth Partners
Colorado
$431K – – –
18 19
20
21 22