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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 %
HI
526
Horizon Investments
North Carolina
$366K +$64.9K +675 +22%
NL
527
NWAM LLC
Washington
$363K -$9.62K -100 -3%
S
528
SignatureFD
Georgia
$363K +$110K +1,147 +44%
FRM
529
Fox Run Management
Connecticut
$363K +$363K +3,772 New
LS
530
Livforsakringsbolaget Skandia
Sweden
$360K – – –
OPS
531
Orion Portfolio Solutions
Nebraska
$360K +$69.6K +724 +24%
GKWIM
532
Gerber Kawasaki Wealth & Investment Management
California
$355K – – –
FMAEN1
533
Fund Management at Engine No 1
California
$354K +$354K +3,686 New
WPP
534
Whalerock Point Partners
Rhode Island
$354K – – –
NWM
535
Nauset Wealth Management
Connecticut
$353K +$288 +3 +0.1%
CFGS
536
Concourse Financial Group Securities
Alabama
$352K -$200K -2,079 -36%
BC
537
Bowman & Company
Wisconsin
$348K – – –
CCM
538
Coldstream Capital Management
Washington
$347K +$34.4K +357 +11%
IGWM
539
ICA Group Wealth Management
Colorado
$347K +$347K +3,978 New
FLPIM
540
F.L. Putnam Investment Management
Massachusetts
$346K +$23.7K +246 +7%
ASN
541
Advisory Services Network
Georgia
$344K +$31.5K +327 +10%
EA
542
Eudaimonia Advisors
Tennessee
$341K -$14.6K -152 -4%
DGAM
543
Desjardins Global Asset Management
Quebec, Canada
$340K -$11.4K -119 -3%
BWL
544
Bogart Wealth LLC
Virginia
$339K +$129K +1,336 +61%
CI
545
Conning Inc
Connecticut
$338K -$65.5K -681 -16%
WTC
546
WhitTier Trust Company
Nevada
$338K -$19.2K -200 -5%
RHBC
547
R.H. Bluestein & Co
Michigan
$336K – – –
KFS
548
Kurt F. Somerville
$336K – – –
KWM
549
Kingsview Wealth Management
Oregon
$336K -$26K -270 -7%
MC
550
Moors & Cabot
Massachusetts
$332K +$8.85K +92 +3%
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