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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 %
PRC
501
Pearl River Capital
Michigan
$431K +$431K +4,486 New
SFI
502
Siemens Fonds Invest
Germany
$430K +$11.9K +124 +3%
JIC
503
Joel Isaacson & Co
New York
$429K +$4.82K +50 +1%
PWMG
504
Pinnacle Wealth Management Group
Michigan
$425K -$79.3K -825 -16%
BC
505
Bridgefront Capital
Texas
$419K +$419K +4,362 New
FIM
506
Freedom Investment Management
Connecticut
$417K +$417K +4,337 New
GLA
507
Good Life Advisors
Pennsylvania
$416K -$13.6K -141 -3%
JIC
508
Johnson Investment Counsel
Ohio
$415K – – –
SIC
509
Salem Investment Counselors
North Carolina
$407K +$385K +4,000 +1,732%
GT
510
Glenmede Trust
Pennsylvania
$400K +$21.9K +228 +6%
CHA
511
Carmichael Hill & Associates
Maryland
$398K – – –
IA
512
IFP Advisors
Florida
$398K +$123K +1,996 +45%
FAT
513
First American Trust
California
$397K +$864 +9 +0.2%
WP
514
WealthSource Partners
California
$393K +$393K +4,088 New
KA
515
Kintegral Advisory
New York
$389K +$8.66K +90 +2%
MOS
516
MGO One Seven
Ohio
$388K -$1.04M -10,813 -73%
PCS
517
Personal CFO Solutions
New Jersey
$388K -$13.5K -141 -3%
IWM
518
IHT Wealth Management
Illinois
$382K -$96 -1 -0%
SWA
519
SFMG Wealth Advisors
Texas
$381K +$18.3K +190 +5%
ANRIA
520
American National Registered Investment Advisor
Texas
$380K – – –
CFB
521
Cullen/Frost Bankers
Texas
$373K -$48.1K -500 -11%
DP
522
Dearborn Partners
Illinois
$371K -$2.4K -25 -0.6%
WDA
523
Wendell David Associates
New Hampshire
$370K -$370K -3,850 -50%
AWM
524
Accurate Wealth Management
Florida
$369K -$22.1K -230 -6%
SEP
525
Southland Equity Partners
Missouri
$368K +$4.81K +50 +1%
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