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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 %
IAS
501
Investment Advisory Services
Texas
$309K -$4.02K -56 -1%
WRM
502
Weybosset Research & Management
Rhode Island
$308K +$10.7K +150 +4%
AA
503
AlphaMark Advisors
Kentucky
$303K +$303K +4,230 New
CHA
504
Carmichael Hill & Associates
Maryland
$297K – – –
FAT
505
First American Trust
California
$296K – – –
HKIMG
506
Hutchens & Kramer Investment Management Group
Indiana
$294K -$39.1K -545 -12%
VWA
507
Visionary Wealth Advisors
Illinois
$292K -$12.5K -175 -4%
SFI
508
Siemens Fonds Invest
Germany
$289K -$3.8K -53 -1%
MC
509
Moors & Cabot
Massachusetts
$285K – – –
CFCI
510
Comprehensive Financial Consultants Institutional
Indiana
$285K – – –
FLPIM
511
F.L. Putnam Investment Management
Massachusetts
$284K -$10.8K -150 -4%
SWA
512
SFMG Wealth Advisors
Texas
$280K +$7.74K +108 +3%
ASN
513
Advisory Services Network
Georgia
$279K -$6.88K -96 -2%
DP
514
Dearborn Partners
Illinois
$277K – – –
WDA
515
Wendell David Associates
New Hampshire
$276K – – –
BC
516
Bowman & Company
Wisconsin
$275K +$143 +2 +0.1%
SEP
517
Southland Equity Partners
Missouri
$275K +$1.43K +20 +0.5%
WPP
518
Whalerock Point Partners
Rhode Island
$275K +$10.8K +150 +4%
SWP
519
Stratos Wealth Partners
Ohio
$274K -$24.5K -341 -8%
MGIM
520
M&G Investment Management
United Kingdom
$272K -$33K -459 -11%
PCIA
521
Prime Capital Investment Advisors
Kansas
$271K +$271K +3,782 New
SW
522
SVB Wealth
Massachusetts
$271K -$156K -2,180 -37%
PCS
523
Personal CFO Solutions
New Jersey
$269K -$32.2K -449 -11%
BFEC
524
Benjamin F. Edwards & Company
Missouri
$266K -$46.4K -648 -15%
LCM
525
Landscape Capital Management
New Jersey
$266K -$754K -10,513 -74%
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