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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 %
CCG
526
Cypress Capital Group
Florida
$264K +$16.1K +225 +6%
VSQM
527
V-Square Quantitative Management
Illinois
$263K +$263K +3,662 New
DT
528
Diversified Trust
Tennessee
$258K +$258K +3,595 New
BIP
529
Blueprint Investment Partners
North Carolina
$257K +$257K +3,580 New
TW
530
TrinityPoint Wealth
Connecticut
$254K -$3.73K -52 -1%
CFGS
531
Concourse Financial Group Securities
Alabama
$253K -$287 -4 -0.1%
LWAM
532
Legacy Wealth Asset Management
Minnesota
$252K +$1.15K +16 +0.5%
MFWP
533
Mosaic Family Wealth Partners
Missouri
$251K – – –
WPC
534
Wedmont Private Capital
Pennsylvania
$249K +$249K +3,421 New
PFO
535
Pathstone Family Office
New Jersey
$248K -$1.07M -16,752 -81%
BHPW
536
Beverly Hills Private Wealth
California
$245K +$245K +3,422 New
EA
537
Eudaimonia Advisors
Tennessee
$244K – – –
PWPS
538
Pinnacle Wealth Planning Services
Ohio
$244K – – –
BWL
539
Bogart Wealth LLC
Virginia
$243K – – –
BP
540
Ballentine Partners
Massachusetts
$241K +$241K +3,360 New
RCAG
541
Rehmann Capital Advisory Group
Michigan
$239K +$17.6K +245 +8%
ECM
542
Evergreen Capital Management
Washington
$237K +$237K +3,309 New
EWA
543
EP Wealth Advisors
California
$236K -$155K -1,637 -40%
BHA
544
Beech Hill Advisors
New York
$233K – – –
EH
545
Equitable Holdings
New York
$230K +$230K +3,214 New
SC
546
Savant Capital
Illinois
$229K +$229K +3,192 New
SCM
547
Shelton Capital Management
Colorado
$229K +$229K +3,192 New
AAS
548
Ameritas Advisory Services
Nebraska
$228K -$83.1K -1,140 -27%
PWMG
549
Pinnacle Wealth Management Group
Michigan
$227K -$44.2K -616 -16%
HWM
550
HB Wealth Management
Georgia
$227K +$227K +3,166 New
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