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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 %
DC
476
Davenport & Co
Virginia
$360K +$18.2K +254 +5%
CGL
477
Clarius Group LLC
Washington
$360K -$1.58K -22 -0.4%
FCI
478
Financial Counselors Inc
Kansas
$358K +$8.96K +125 +3%
IAG
479
Investment Advisory Group
Massachusetts
$353K – – –
TBA
480
Tower Bridge Advisors
Pennsylvania
$348K – – –
LC
481
LCNB Corp
Ohio
$345K -$717 -10 -0.2%
CSS
482
Cubist Systematic Strategies
Connecticut
$343K -$1.31M -18,316 -79%
PCP
483
Proficio Capital Partners
Massachusetts
$342K -$7.17K -100 -2%
TYCC
484
Texas Yale Capital Corp
Florida
$341K +$358 +5 +0.1%
HAG
485
HF Advisory Group
Maryland
$340K -$215 -3 -0.1%
FAG
486
Fortitude Advisory Group
Washington
$339K -$23.5K -328 -6%
PWW
487
Pettyjohn Wood & White
Virginia
$338K – – –
Bank Julius Baer & Co
488
Bank Julius Baer & Co
Switzerland
$336K +$176K +2,448 +110%
AWAG
489
ARS Wealth Advisors Group
Florida
$334K – – –
SPC
490
Sigma Planning Corp
Michigan
$331K +$55.1K +769 +20%
PMA
491
Prudent Man Advisors
Illinois
$331K – – –
NFG
492
Nations Financial Group
Iowa
$330K +$75.1K +1,048 +29%
AC
493
Abbrea Capital
California
$327K -$10K -140 -3%
OCM
494
Orion Capital Management
California
$325K -$4.3K -60 -1%
BL
495
Balentine LLC
Georgia
$324K -$20.4K -285 -6%
OWP
496
Obermeyer Wealth Partners
Colorado
$320K -$2.3K -32 -0.7%
GT
497
Glenmede Trust
Pennsylvania
$319K +$41.4K +577 +15%
JIC
498
Joel Isaacson & Co
New York
$315K – – –
GLA
499
Good Life Advisors
Pennsylvania
$313K +$5.74K +80 +2%
AC
500
AlphaCore Capital
California
$309K +$3.59K +50 +1%
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