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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 %
VFA
576
Valeo Financial Advisors
Indiana
$227K +$227K +2,809 New
BPFA
577
Barnes Pettey Financial Advisors
Mississippi
$227K – – –
HIC
578
Hartline Investment Corp
Illinois
$225K +$225K +2,782 New
MA
579
Mutual Advisors
Nebraska
$224K -$14.4K -178 -6%
CI
580
Conning Inc
Connecticut
$224K -$19.4K -240 -8%
BF
581
BOK Financial
Oklahoma
$223K -$26.9K -332 -11%
MFG
582
Merit Financial Group
Georgia
$222K +$222K +2,744 New
Koshinski Asset Management
583
Koshinski Asset Management
Illinois
$221K +$221K +2,731 New
MW
584
Marcum Wealth
Ohio
$221K +$221K +2,731 New
KP
585
Keel Point
Alabama
$219K +$219K +2,707 New
KFGK
586
Keystone Financial Group (Kentucky)
Kentucky
$217K +$217K +2,681 New
NP
587
Nilsine Partners
Colorado
$217K +$217K +2,680 New
AIA
588
Angeles Investment Advisors
California
$216K +$216K +2,670 New
SMA
589
Sage Mountain Advisors
Georgia
$215K +$215K +2,658 New
HSA
590
HBK Sorce Advisory
Pennsylvania
$214K +$214K +2,651 New
MGIM
591
M&G Investment Management
United Kingdom
$214K -$91.4K -1,129 -30%
I
592
IMPACTfolio
Colorado
$214K +$214K +2,645 New
KWM
593
Kingsview Wealth Management
Oregon
$213K +$213K +2,636 New
SWM
594
SeaCrest Wealth Management
New York
$213K +$213K +2,636 New
CFB
595
Cullen/Frost Bankers
Texas
$212K +$3.72K +46 +2%
STA
596
Summit Trail Advisors
New York
$211K +$211K +2,606 New
RFA
597
Register Financial Advisors
Georgia
$210K – – –
WIM
598
Warwick Investment Management
Texas
$210K +$210K +2,600 New
BL
599
Balentine LLC
Georgia
$210K -$156K -1,925 -43%
SIAG
600
Safeguard Investment Advisory Group
California
$209K +$209K +2,582 New
22 23
24
25 26