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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 %
LC
576
Lindbrook Capital
California
$147K +$3.73K +52 +3%
IA
577
IFP Advisors
Florida
$142K -$189K -3,254 -57%
FDCDDQ
578
Federation des caisses Desjardins du Quebec
Quebec, Canada
$141K +$20.7K +289 +17%
M
579
MOTCO
Texas
$140K +$5.95K +83 +4%
SWM
580
Spire Wealth Management
Virginia
$138K +$71K +990 +106%
HIIFS
581
Harel Insurance Investments & Financial Services
Israel
$131K +$131K +1,850 New
CCP
582
Carmel Capital Partners
California
$125K +$125K +1,744 New
CTA
583
Colonial Trust Advisors
South Carolina
$125K – – –
TWC
584
TD Waterhouse Canada
Ontario, Canada
$124K -$2.58K -36 -2%
PA
585
Parallel Advisors
California
$122K +$9.75K +136 +9%
PFBT
586
Parkside Financial Bank & Trust
Missouri
$117K +$4.95K +69 +4%
HIA
587
Harbor Investment Advisory
Maryland
$114K +$2.01K +28 +2%
SCA
588
Stonebridge Capital Advisors
Minnesota
$113K – – –
Lazard Asset Management
589
Lazard Asset Management
New York
$112K +$109K +1,520 +3,378%
HDIM
590
Hanson & Doremus Investment Management
Vermont
$108K – – –
AF
591
Allworth Financial
California
$107K +$1.15K +16 +1%
CSPIA
592
Cary Street Partners Investment Advisory
Virginia
$105K – – –
EWA
593
EverSource Wealth Advisors
Alabama
$102K +$7.81K +109 +8%
RTC
594
Riverview Trust Company
Washington
$96.2K +$7.17K +100 +8%
HI
595
Harbour Investments
Wisconsin
$94.4K -$3.94K -55 -4%
AA
596
Alta Advisers
United Kingdom
$93.2K – – –
TH
597
TCTC Holdings
Texas
$90.5K +$29.5K +412 +48%
IG
598
ING Group
Netherlands
$90.2K -$4.8M -66,985 -98%
CI Investments Inc
599
CI Investments Inc
Ontario, Canada
$90K -$3.45K -48 -4%
EDRH
600
Edmond de Rothschild Holding
Switzerland
$90K -$74.7K -1,042 -45%
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