Welltower

WELL

Market cap $112B

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.

2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1 2019 Q4 2019 Q3 2019 Q2 2019 Q1 2018 Q4 2018 Q3 2018 Q2 2018 Q1 2017 Q4 2017 Q3 2017 Q2 2017 Q1 2016 Q4 2016 Q3 2016 Q2 2016 Q1 2015 Q4 2015 Q3 2015 Q2 2015 Q1 2014 Q4 2014 Q3 2014 Q2 2014 Q1 2013 Q4 2013 Q3 2013 Q2

Holders

795

Holders Change

+14

Holders Change %

+1.79%

% of All Funds

12.83%

Holding in Top 10

Holding in Top 10 Change

Holding in Top 10 Change %

+28.57%

% of All Funds

0.29%

New

Increased

297

Reduced

268

Closed

Calls

$72.1M

Puts

$191M

Net Calls

-$119M

Net Calls Change

-$75.7M

Top Buyers

1	1 Cohen & Steers New York	$3.12B
2	2 Capital International Investors Los Angeles, California	$228M
3	3 Principal Financial Group Des Moines, Iowa	$671M
4	4 Daiwa Securities Group Tokyo, Japan	$669M
5	CIM 5 Centersquare Investment Management Conshohocken, Pennsylvania	$311M

Top Sellers

1	MSE 1 MUFG Securities EMEA London, United Kingdom	$0
2	RC 2 Resolution Capital Sydney, NSW, Australia	$350M
3	3 Wellington Management Group Boston, Massachusetts	$1.58B
4	4 Massachusetts Financial Services Boston, Massachusetts	$21.9M
5	5 Bank of America Charlotte, North Carolina	$175M

#	Name	Market Value	Shares	Shares Change	Shares Change %
551	SPC 551 Sigma Planning Corp Ann Arbor, Michigan	$252K	3,851	-3,174	-45%
552	WDA 552 Wendell David Associates Portsmouth, New Hampshire	$252K	3,850	–	–
553	BC 553 Bowman & Company Oshkosh, Wisconsin	$251K	3,834	+219	+6%
554	SEP 554 Southland Equity Partners Wildwood, Missouri	$250K	3,816	+59	+2%
555	SWA 555 SFMG Wealth Advisors Plano, Texas	$249K	3,794	–	–
556	PWMG 556 Pinnacle Wealth Management Group Plymouth, Michigan	$248K	3,783	-640	-14%
557	WPP 557 Whalerock Point Partners Providence, Rhode Island	$241K	3,680	–	–
558	TW 558 TrinityPoint Wealth Milford, Connecticut	$236K	3,593	-724	-17%
559	NFG 559 Nations Financial Group Cedar Rapids, Iowa	$233K	3,554	+3,554	New
560	CFGS 560 Concourse Financial Group Securities Birmingham, Alabama	$232K	3,537	-332	-9%
561	MFWP 561 Mosaic Family Wealth Partners St. Louis, Missouri	$229K	3,500	+3,500	New
562	LWAM 562 Legacy Wealth Asset Management Woodbury, Minnesota	$229K	3,495	+57	+2%
563	CCG 563 Cypress Capital Group Palm Beach, Florida	$227K	3,462	+3,462	New
564	EA 564 Eudaimonia Advisors Winchester, Tennessee	$223K	3,406	–	–
565	PWPS 565 Pinnacle Wealth Planning Services Mansfield, Ohio	$223K	3,404	+3,404	New
566	BWL 566 Bogart Wealth LLC Mclean, Virginia	$222K	3,384	–	–
567	SVWAG 567 Sound View Wealth Advisors Group Savannah, Georgia	$214K	2,376	+2,376	New
568	BHA 568 Beech Hill Advisors New York	$213K	3,250	–	–
569	JWCA 569 J.W. Cole Advisors Tampa, Florida	$207K	3,153	+3,153	New
570	LOAMS 570 Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$206K	3,149	+3,149	New
571	AIA 571 Armor Investment Advisors Raleigh, North Carolina	$206K	3,145	-400	-11%
572	AI 572 Atom Investors Austin, Texas	$204K	3,108	-3,991	-56%
573	TSS 573 Two Sigma Securities New York	$203K	3,100	+3,100	New
574	RCAG 574 Rehmann Capital Advisory Group Lansing, Michigan	$202K	3,085	-3,810	-55%
575	TC 575 Titleist Capital San Antonio, Texas	$201K	3,061	-510	-14%

Welltower WELL Market cap $112B

Top Buyers

Top Sellers

Welltower

WELL

Market cap $112B