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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 %
JIC
526
Joel Isaacson & Co
New York
$288K 4,397 -50 -1%
MOS
527
MGO One Seven
Ohio
$287K 4,382 +443 +11%
CFCI
528
Comprehensive Financial Consultants Institutional
Indiana
$286K 3,969 – –
BFEC
529
Benjamin F. Edwards & Company
Missouri
$286K 4,362 +762 +21%
IAS
530
Investment Advisory Services
Texas
$282K 4,361 -848 -16%
GLA
531
Good Life Advisors
Pennsylvania
$281K 4,288 +52 +1%
OPS
532
Orion Portfolio Solutions
Nebraska
$280K 4,279 +218 +5%
AAS
533
Ameritas Advisory Services
Nebraska
$280K 4,266 +4,266 New
MGIM
534
M&G Investment Management
United Kingdom
$279K 4,231 -305 -7%
AC
535
AlphaCore Capital
California
$279K 4,260 +4,260 New
VWA
536
Visionary Wealth Advisors
Illinois
$278K 4,244 -60 -1%
PCS
537
Personal CFO Solutions
New Jersey
$276K 4,208 +385 +10%
SWP
538
Stratos Wealth Partners
Ohio
$273K 4,165 -62 -1%
FCM
539
FJ Capital Management
Virginia
$273K 4,159 +4,159 New
WRM
540
Weybosset Research & Management
Rhode Island
$272K 4,150 – –
CHA
541
Carmichael Hill & Associates
Maryland
$271K 4,138 – –
EWA
542
EP Wealth Advisors
California
$271K 4,131 +4,131 New
FAT
543
First American Trust
California
$270K 4,124 -427 -9%
FLPIM
544
F.L. Putnam Investment Management
Massachusetts
$270K 4,114 -189 -4%
SFI
545
Siemens Fonds Invest
Germany
$268K 4,082 -486 -11%
EP
546
Edgestream Partners
New Jersey
$264K 4,034 -7,964 -66%
ASN
547
Advisory Services Network
Georgia
$261K 3,982 +155 +4%
MC
548
Moors & Cabot
Massachusetts
$261K 3,977 – –
GT
549
Glenmede Trust
Pennsylvania
$254K 3,870 -672 -15%
DP
550
Dearborn Partners
Illinois
$253K 3,864 -18 -0.5%
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