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Welltower
WELL

Overview Fund Activity

813 hedge funds and large institutions have $37.3B invested in Welltower in 2022 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 314 increasing their positions, 257 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
813
Holders Change
-29
Holders Change %
-3.44%
% of All Funds
13.75%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.3%
New
73
Increased
314
Reduced
257
Closed
89
Calls
$151M
Puts
$137M
Net Calls
+$13.5M
Net Calls Change
-$8.98M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.48B
2
BlackRock
BlackRock
New York
$4.11B
3
MSE
MUFG Securities EMEA
United Kingdom
$251M
4
Bank of America
Bank of America
North Carolina
$354M
5
Morgan Stanley
Morgan Stanley
New York
$528M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$2.81B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$760M
3
American Century Companies
American Century Companies
Missouri
$103M
4
Deutsche Bank
Deutsche Bank
Germany
$385M
5
First Trust Advisors
First Trust Advisors
Illinois
$9.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PL
476
Pluribus Labs
California
$397K +$397K +4,818 New
AIA
477
Armor Investment Advisors
North Carolina
$396K -$24.7K -300 -6%
SFA
478
Sequoia Financial Advisors
Ohio
$394K -$38.9K -472 -9%
TW
479
TrinityPoint Wealth
Connecticut
$392K -$49.5K -601 -11%
TYCC
480
Texas Yale Capital Corp
Florida
$390K +$329 +4 +0.1%
PWW
481
Pettyjohn Wood & White
Virginia
$389K – – –
BCI
482
Brinker Capital Investments
Pennsylvania
$387K -$21.6K -262 -5%
GAM
483
Gotham Asset Management
New York
$384K -$842K -10,222 -69%
IAN
484
Integrated Advisors Network
Texas
$378K -$4.61K -56 -1%
FMAEN1
485
Fund Management at Engine No 1
California
$377K +$73.9K +898 +24%
SWP
486
Stratos Wealth Partners
Ohio
$376K -$4.45K -54 -1%
SFI
487
Siemens Fonds Invest
Germany
$376K +$7.98K +97 +2%
AA
488
AlphaMark Advisors
Kentucky
$369K -$2.06K -25 -0.6%
OWP
489
Obermeyer Wealth Partners
Colorado
$369K – – –
Man Group
490
Man Group
United Kingdom
$369K – – –
JIC
491
Joel Isaacson & Co
New York
$366K – – –
PWMG
492
Pinnacle Wealth Management Group
Michigan
$364K – – –
FLPIM
493
F.L. Putnam Investment Management
Massachusetts
$362K +$66.1K +804 +22%
VWA
494
Visionary Wealth Advisors
Illinois
$360K -$23.3K -283 -6%
SICM
495
Sustainable Insight Capital Management
New York
$360K +$360K +4,300 New
IC
496
IEQ Capital
California
$359K -$25.1K -305 -7%
GLA
497
Good Life Advisors
Pennsylvania
$353K -$3.46K -42 -1%
CHA
498
Carmichael Hill & Associates
Maryland
$341K – – –
FAT
499
First American Trust
California
$340K -$907 -11 -0.3%
KA
500
Kintegral Advisory
New York
$340K +$7.24K +88 +2%
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