WELL icon

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 %
EFG
551
Everhart Financial Group
Ohio
$262K +$31.2K +386 +14%
SCM
552
Shelton Capital Management
Colorado
$258K – – –
CW
553
CreativeOne Wealth
Kansas
$258K +$13.3K +164 +5%
BIP
554
Blueprint Investment Partners
North Carolina
$257K -$32.1K -397 -11%
PWMG
555
Pinnacle Wealth Management Group
Michigan
$256K – – –
PCS
556
Personal CFO Solutions
New Jersey
$255K -$48.8K -603 -16%
PP
557
PDS Planning
Ohio
$254K +$254K +3,145 New
FAG
558
Fortitude Advisory Group
Washington
$252K -$130K -1,610 -34%
JWCA
559
J.W. Cole Advisors
Florida
$251K -$2.18K -27 -0.9%
GVAG
560
Great Valley Advisor Group
Delaware
$250K +$3.96K +49 +2%
CA
561
CoreCap Advisors
Michigan
$250K +$250K +3,090 New
WTC
562
WhitTier Trust Company
Nevada
$247K – – –
SIM
563
Sentry Investment Management
Wisconsin
$246K +$246K +3,040 New
ONB
564
Old National Bancorp
Indiana
$246K +$246K +3,037 New
PP
565
Paloma Partners
Connecticut
$244K +$244K +3,016 New
DAC
566
Dividend Assets Capital
South Carolina
$243K – – –
BJL
567
Brighton Jones LLC
Washington
$240K +$240K +2,962 New
RCAG
568
Rehmann Capital Advisory Group
Michigan
$239K -$30K -371 -11%
CI
569
CX Institutional
Indiana
$237K +$237K +2,924 New
VHAM
570
Van Hulzen Asset Management
California
$235K – – –
BC
571
Bowman & Company
Wisconsin
$234K -$76.7K -948 -25%
FNBT
572
FineMark National Bank & Trust
Florida
$233K +$233K +2,877 New
BWP
573
Balboa Wealth Partners
Arizona
$230K +$230K +2,842 New
FAIM
574
Financial Advocates Investment Management
Washington
$229K +$229K +2,834 New
EWA
575
EP Wealth Advisors
California
$228K +$186K +11,179 +448%
21 22
23
24 25