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Welltower
WELL

Overview Fund Activity

807 hedge funds and large institutions have $39.9B invested in Welltower in 2023 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 299 increasing their positions, 256 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
807
Holders Change
+36
Holders Change %
+4.67%
% of All Funds
12.73%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.28%
New
78
Increased
299
Reduced
256
Closed
38
Calls
$134M
Puts
$41.8M
Net Calls
+$92.1M
Net Calls Change
+$56.1M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$1.73B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$2.19B
3
BlackRock
3
BlackRock
New York
$4.32B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$611M
5
CIMLRA
5
CBRE Investment Management Listed Real Assets
Pennsylvania
$203M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$3.07B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.17B
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$648M
4
OIAM
4
OFI Invest Asset Management
France
$1.24M
5
Bank of America
5
Bank of America
North Carolina
$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
526
SVB Wealth
Massachusetts
$298K -$7.77K -96 -3%
SC
527
Savant Capital
Illinois
$298K +$39.6K +490 +15%
SWP
528
Stratos Wealth Partners
Ohio
$297K -$12.3K -152 -4%
SIA
529
Schechter Investment Advisors
Michigan
$293K +$47.6K +588 +19%
TW
530
TrinityPoint Wealth
Connecticut
$291K +$4.61K +57 +2%
LWAM
531
Legacy Wealth Asset Management
Minnesota
$288K +$3.8K +47 +1%
CFGS
532
Concourse Financial Group Securities
Alabama
$286K +$485 +6 +0.2%
HKIMG
533
Hutchens & Kramer Investment Management Group
Indiana
$286K -$46K -569 -14%
SPC
534
Sigma Planning Corp
Michigan
$286K -$88.2K -1,090 -24%
Bessemer Group
535
Bessemer Group
New Jersey
$284K +$87.7K +1,088 +45%
MFWP
536
Mosaic Family Wealth Partners
Missouri
$283K – – –
BFEC
537
Benjamin F. Edwards & Company
Missouri
$283K -$17.4K -215 -6%
EST
538
EA Series Trust
Pennsylvania
$282K +$282K +3,482 New
EF
539
Empowered Funds
Pennsylvania
$282K +$282K +3,482 New
ATPW
540
Ashton Thomas Private Wealth
Arizona
$281K +$281K +3,471 New
GS
541
GTS Securities
New York
$280K +$280K +3,466 New
EA
542
Eudaimonia Advisors
Tennessee
$276K – – –
PWPS
543
Pinnacle Wealth Planning Services
Ohio
$275K – – –
BWL
544
Bogart Wealth LLC
Virginia
$274K – – –
FFA
545
Fairfield Financial Advisors
Massachusetts
$273K +$203K +2,512 +289%
BWFA
546
Baltimore-Washington Financial Advisors
Maryland
$271K -$158K -1,959 -37%
PSFG
547
Prairie Sky Financial Group
Illinois
$270K +$270K +3,332 New
EAM
548
Erste Asset Management
Austria
$267K +$48.5K +600 +22%
EH
549
Equitable Holdings
New York
$265K +$4.61K +57 +2%
BHA
550
Beech Hill Advisors
New York
$263K – – –
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