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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.

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 Market Value Shares Shares
Change 		Shares
Change %
CGL
501
Clarius Group LLC
Washington
$331K 5,044 -65 -1%
BS
502
Banco Santander
Spain
$330K 5,039 +5,039 New
IAN
503
Integrated Advisors Network
Texas
$329K 5,013 +392 +8%
VI
504
Versor Investments
New York
$326K 4,975 -32,884 -87%
IAG
505
Investment Advisory Group
Massachusetts
$323K 4,927 – –
WAM
506
Wolverine Asset Management
Illinois
$323K 4,925 -29,592 -86%
PCP
507
Proficio Capital Partners
Massachusetts
$319K 4,872 +1,563 +47%
FCI
508
Financial Counselors Inc
Kansas
$319K 4,870 -80 -2%
TBA
509
Tower Bridge Advisors
Pennsylvania
$318K 4,850 – –
Federated Hermes
510
Federated Hermes
Pennsylvania
$316K 4,826 -2,526 -34%
LC
511
LCNB Corp
Ohio
$316K 4,820 -40 -0.8%
BL
512
Balentine LLC
Georgia
$315K 4,807 +958 +25%
MM
513
MQS Management
New York
$315K 4,799 -3,705 -44%
DC
514
Davenport & Co
Virginia
$313K 4,772 +885 +23%
TYCC
515
Texas Yale Capital Corp
Florida
$311K 4,750 +5 +0.1%
HAG
516
HF Advisory Group
Maryland
$311K 4,741 +4,741 New
PWW
517
Pettyjohn Wood & White
Virginia
$309K 4,719 – –
AC
518
Abbrea Capital
California
$308K 4,703 -1,680 -26%
DGAM
519
Desjardins Global Asset Management
Quebec, Canada
$307K 4,685 -1,264 -21%
AWAG
520
ARS Wealth Advisors Group
Florida
$305K 4,658 – –
HKIMG
521
Hutchens & Kramer Investment Management Group
Indiana
$305K 4,646 +1,415 +44%
PMA
522
Prudent Man Advisors
Illinois
$303K 4,617 +546 +13%
OCM
523
Orion Capital Management
California
$301K 4,590 -700 -13%
GTCM
524
Gyon Technologies Capital Management
New Jersey
$298K 4,549 +4,549 New
OWP
525
Obermeyer Wealth Partners
Colorado
$294K 4,486 – –
19 20
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