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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 %
JWCA
551
J.W. Cole Advisors
Florida
$224K -$1.86K -26 -0.8%
DWT
552
Dorsey & Whitney Trust
South Dakota
$224K +$224K +3,118 New
BEI
553
Benjamin Edwards Inc
Missouri
$222K +$180K +2,518 +433%
BF
554
BOK Financial
Oklahoma
$221K -$1.43M -19,918 -87%
TAM
555
Titleist Asset Management
Texas
$221K +$221K +3,087 New
GVAG
556
Great Valley Advisor Group
Delaware
$219K +$219K +3,047 New
WTC
557
WhitTier Trust Company
Nevada
$219K +$502 +7 +0.2%
SIA
558
Schechter Investment Advisors
Michigan
$217K +$217K +3,031 New
CW
559
CreativeOne Wealth
Kansas
$217K +$217K +3,027 New
CT
560
Clearstead Trust
Maine
$217K -$1.15K -16 -0.5%
CI
561
Conning Inc
Connecticut
$216K +$216K +3,010 New
Los Angeles Capital Management
562
Los Angeles Capital Management
California
$212K +$212K +2,960 New
MA
563
Mutual Advisors
Nebraska
$212K +$212K +2,953 New
IAS
564
Insigneo Advisory Services
Florida
$211K +$211K +2,969 New
VHAM
565
Van Hulzen Asset Management
California
$208K +$208K +2,900 New
EFG
566
Everhart Financial Group
Ohio
$205K +$205K +2,857 New
BPFA
567
Barnes Pettey Financial Advisors
Mississippi
$201K +$201K +2,802 New
DAC
568
Dividend Assets Capital
South Carolina
$197K – – –
EAM
569
Erste Asset Management
Austria
$194K +$194K +2,700 New
RFA
570
Register Financial Advisors
Georgia
$186K – – –
CFB
571
Cullen/Frost Bankers
Texas
$185K -$6.45K -90 -3%
Bessemer Group
572
Bessemer Group
New Jersey
$174K +$7.29K +102 +4%
PFA
573
Pathway Financial Advisers
Indiana
$166K +$2.58K +36 +2%
PK
574
Pflug Koory
Nebraska
$159K – – –
CSC
575
Caldwell Sutter Capital
California
$153K +$38.6K +538 +34%
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