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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 %
SIM
551
Sentry Investment Management
Wisconsin
$330K -$55.5K -578 -14%
VFA
552
Valeo Financial Advisors
Indiana
$330K +$16.6K +173 +5%
SG
553
Stonnington Group
California
$329K +$19.3K +200 +6%
SW
554
SVB Wealth
Massachusetts
$326K +$3.85K +40 +1%
APP
555
Alpha Paradigm Partners
Illinois
$325K -$234K -2,429 -42%
CGL
556
Clarius Group LLC
Washington
$322K – – –
9WM
557
9258 Wealth Management
Ohio
$320K -$83.8K -872 -21%
RWA
558
Redhawk Wealth Advisors
Minnesota
$320K +$320K +3,326 New
LWAM
559
Legacy Wealth Asset Management
Minnesota
$319K +$12.5K +130 +4%
QCG
560
Quadrant Capital Group
Ohio
$316K +$20.2K +210 +7%
FIBT
561
First International Bank & Trust
North Dakota
$316K +$316K +3,290 New
DC
562
Davenport & Co
Virginia
$313K -$9.72K -101 -3%
BHA
563
Beech Hill Advisors
New York
$312K -$48K -500 -13%
RC
564
RegentAtlantic Capital
New Jersey
$308K -$26K -270 -8%
PCP
565
Proficio Capital Partners
Massachusetts
$307K +$13.3K +138 +5%
HT
566
Heritage Trust
Oklahoma
$306K +$306K +3,182 New
FAFN
567
First Affirmative Financial Network
Colorado
$304K -$1.34K -14 -0.4%
GCP
568
GSA Capital Partners
United Kingdom
$302K +$302K +3,142 New
OTL
569
Oak Thistle LLC
New York
$301K +$301K +3,135 New
APA
570
American Portfolios Advisors
New York
$301K -$96 -1 -0%
PCMC
571
Private Capital Management (Colorado)
Colorado
$300K +$300K +3,119 New
VHAM
572
Van Hulzen Asset Management
California
$298K – – –
HKIMG
573
Hutchens & Kramer Investment Management Group
Indiana
$296K – – –
FAIM
574
Financial Advocates Investment Management
Washington
$296K +$48.1K +501 +19%
IA
575
IFG Advisory
Georgia
$292K -$408K -4,252 -58%
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