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Welltower
WELL

Overview Fund Activity

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.

Holders
795
Holders Change
+14
Holders Change %
+1.79%
% of All Funds
12.83%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.29%
New
99
Increased
297
Reduced
268
Closed
63
Calls
$72.1M
Puts
$191M
Net Calls
-$119M
Net Calls Change
-$75.7M

Top Buyers

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

Top Sellers

1
MSE
1
MUFG Securities EMEA
United Kingdom
$0
2
RC
2
Resolution Capital
Australia
$350M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.58B
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$21.9M
5
Bank of America
5
Bank of America
North Carolina
$175M
Name Market Value Shares Shares
Change 		Shares
Change %
CT
576
Clearstead Trust
Maine
$200K 3,040 – –
WTC
577
WhitTier Trust Company
Nevada
$199K 3,041 -12 -0.4%
DAC
578
Dividend Assets Capital
South Carolina
$197K 3,000 – –
CA
579
CoreCap Advisors
Michigan
$189K 2,879 +2,879 New
CFB
580
Cullen/Frost Bankers
Texas
$175K 2,670 -12 -0.4%
RFA
581
Register Financial Advisors
Georgia
$170K 2,600 +2,600 New
Bessemer Group
582
Bessemer Group
New Jersey
$152K 2,332 -422 -15%
EDRH
583
Edmond de Rothschild Holding
Switzerland
$151K 2,297 -28,885 -93%
PFA
584
Pathway Financial Advisers
Indiana
$150K 2,284 +2,284 New
AWM
585
Accurate Wealth Management
Florida
$149K 2,154 +2,154 New
Bank Julius Baer & Co
586
Bank Julius Baer & Co
Switzerland
$146K 2,233 -1,541 -41%
PK
587
Pflug Koory
Nebraska
$145K 2,215 – –
CS
588
Comerica Securities
Michigan
$144K 2,201 +2,201 New
GWS
589
Glassman Wealth Services
Virginia
$144K 2,191 +392 +22%
LC
590
Lindbrook Capital
California
$131K 1,996 +46 +2%
M
591
MOTCO
Texas
$123K 1,869 +296 +19%
TWC
592
TD Waterhouse Canada
Ontario, Canada
$118K 1,768 +165 +10%
CTA
593
Colonial Trust Advisors
South Carolina
$114K 1,743 +1,743 New
FDCDDQ
594
Federation des caisses Desjardins du Quebec
Quebec, Canada
$110K 1,673 -1,148 -41%
FHA
595
First Horizon Advisors
Tennessee
$110K 1,673 -66 -4%
CSC
596
Caldwell Sutter Capital
California
$105K 1,600 +1,600 New
SCA
597
Stonebridge Capital Advisors
Minnesota
$103K 1,576 – –
PA
598
Parallel Advisors
California
$103K 1,572 -360 -19%
PFBT
599
Parkside Financial Bank & Trust
Missouri
$103K 1,569 +769 +96%
HIA
600
Harbor Investment Advisory
Maryland
$103K 1,568 +567 +57%
22 23
24
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