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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 %
CI
476
Cigna Investments
Connecticut
$379K +$7.79K +119 +2%
Jones Financial Companies
477
Jones Financial Companies
Missouri
$379K +$13.7K +209 +4%
FC
478
FORA Capital
Florida
$377K +$377K +5,756 New
B
479
Bailard
California
$377K -$1.05K -16 -0.3%
BWP
480
Baldwin Wealth Partners
Massachusetts
$374K +$374K +5,700 New
GT
481
Glenview Trust
Kentucky
$371K +$34.6K +528 +10%
TIMH
482
Tilt Investment Management Holdings
New York
$369K +$369K +5,627 New
ETH
483
Exos TFP Holdings
New York
$368K +$68.4K +1,044 +23%
CCI
484
Credit Capital Investments
New Jersey
$361K +$361K +5,500 New
LK
485
Lumbard & Kellner
New Hampshire
$360K +$360K +5,496 New
IA
486
IFP Advisors
Florida
$355K -$54.4K -875 -13%
FIBT
487
First International Bank & Trust
North Dakota
$351K -$27.5K -420 -7%
MAS
488
Meeder Advisory Services
Ohio
$348K +$348K +5,314 New
APP
489
Alpha Paradigm Partners
Illinois
$347K -$105K -1,599 -23%
SAM
490
Strategy Asset Managers
California
$345K -$17K -260 -5%
GRP
491
Global Retirement Partners
California
$345K +$8.78K +134 +3%
CCM
492
Coldstream Capital Management
Washington
$342K +$342K +5,212 New
FMAEN1
493
Fund Management at Engine No 1
California
$341K +$48.8K +745 +17%
DS
494
DRW Securities
Illinois
$340K +$1.77K +27 +0.5%
FIM
495
Freedom Investment Management
Connecticut
$337K -$10.2K -155 -3%
NA
496
NewEdge Advisors
Louisiana
$337K -$11.7K -262 -3%
FHB
497
First Hawaiian Bank
Hawaii
$336K -$19.9K -304 -6%
IWC
498
Integrated Wealth Concepts
Massachusetts
$335K +$15.9K +243 +5%
BIA
499
Benchmark Investment Advisors
Illinois
$332K – – –
FAG
500
Fortitude Advisory Group
Washington
$331K +$86.9K +1,326 +36%
18 19
20
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