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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
Capital International Investors
California
$1.73B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$2.19B
3
BlackRock
BlackRock
New York
$4.32B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$611M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$203M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$3.07B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.17B
3
Daiwa Securities Group
Daiwa Securities Group
Japan
$648M
4
OIAM
OFI Invest Asset Management
France
$1.24M
5
Bank of America
Bank of America
North Carolina
$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
476
LCNB Corp
Ohio
$399K +$10.1K +125 +3%
CGL
477
Clarius Group LLC
Washington
$397K -$9.3K -115 -2%
TBA
478
Tower Bridge Advisors
Pennsylvania
$392K – – –
ABC
479
Associated Banc-Corp
Wisconsin
$390K -$65.8K -813 -14%
PCP
480
Proficio Capital Partners
Massachusetts
$389K +$3.16K +39 +0.8%
IWM
481
IHT Wealth Management
Illinois
$389K -$84.6K -1,046 -18%
TYCC
482
Texas Yale Capital Corp
Florida
$385K +$404 +5 +0.1%
DC
483
Davenport & Co
Virginia
$384K -$22.9K -283 -6%
MC
484
Machina Capital
France
$383K +$383K +4,731 New
PWW
485
Pettyjohn Wood & White
Virginia
$382K -$81 -1 -0%
AWAG
486
ARS Wealth Advisors Group
Florida
$379K +$2.67K +33 +0.7%
PMA
487
Prudent Man Advisors
Illinois
$376K +$2.35K +29 +0.6%
NFG
488
Nations Financial Group
Iowa
$372K +$81 +1 +0%
OCM
489
Orion Capital Management
California
$366K – – –
PFS
490
Prospera Financial Services
Texas
$362K -$276K -3,410 -43%
AC
491
AlphaCore Capital
California
$361K +$12.1K +150 +3%
OWP
492
Obermeyer Wealth Partners
Colorado
$360K – – –
SEP
493
Southland Equity Partners
Missouri
$358K +$47.6K +588 +15%
JIC
494
Joel Isaacson & Co
New York
$356K – – –
CI
495
Cambiar Investors
Colorado
$351K -$31.1M -384,451 -99%
IAS
496
Investment Advisory Services
Texas
$348K – – –
D.E. Shaw & Co
497
D.E. Shaw & Co
New York
$348K +$348K +4,300 New
AC
498
Abbrea Capital
California
$346K -$22.6K -280 -6%
FMLI
499
Fukoku Mutual Life Insurance
Japan
$337K +$337K +4,163 New
VSQM
500
V-Square Quantitative Management
Illinois
$335K +$38.7K +478 +13%
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