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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 %
CT
576
Clearstead Trust
Maine
$292K – – –
DAC
577
Dividend Assets Capital
South Carolina
$288K – – –
SCM
578
Shelton Capital Management
Colorado
$288K – – –
M
579
Mirova
France
$286K -$192 -2 -0.1%
MW
580
Marcum Wealth
Ohio
$285K -$193K -2,011 -40%
KFGK
581
Keystone Financial Group (Kentucky)
Kentucky
$285K – – –
JF
582
Jump Financial
Illinois
$281K +$281K +2,918 New
CC
583
Commons Capital
Massachusetts
$279K +$1.35K +14 +0.5%
MIS
584
Morningstar Investment Services
Illinois
$278K -$158K -1,610 -36%
XT
585
XTX Topco
Cayman Islands
$277K +$277K +2,882 New
NP
586
Ninepoint Partners
Ontario, Canada
$270K +$270K +2,807 New
BPFA
587
Barnes Pettey Financial Advisors
Mississippi
$269K – – –
GVAG
588
Great Valley Advisor Group
Delaware
$268K +$95 +1 +0%
BFS
589
Bard Financial Services
Connecticut
$267K -$690K -7,175 -72%
DWT
590
Dorsey & Whitney Trust
South Dakota
$263K +$10.8K +112 +4%
MSAM
591
Moloney Securities Asset Management
Missouri
$260K +$289 +3 +0.1%
Tudor Investment Corp
592
Tudor Investment Corp
Connecticut
$259K -$426K -4,425 -62%
BIP
593
Blueprint Investment Partners
North Carolina
$259K -$152K -1,584 -37%
RCAG
594
Rehmann Capital Advisory Group
Michigan
$253K +$1.73K +18 +0.7%
CS
595
Comerica Securities
Michigan
$249K -$1.02M -10,633 -80%
CA
596
CoreCap Advisors
Michigan
$248K – – –
BRWA
597
B. Riley Wealth Advisors
Florida
$247K -$52K -541 -17%
BG
598
Bollard Group
Massachusetts
$247K +$1.06K +11 +0.4%
WBG
599
Wharton Business Group
Pennsylvania
$246K – – –
HH
600
Hilltop Holdings
Texas
$243K -$42.5K -441 -15%
22 23
24
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