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Welltower
WELL

Overview Fund Activity

926 hedge funds and large institutions have $49.1B invested in Welltower in 2023 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 367 increasing their positions, 261 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
926
Holders Change
+104
Holders Change %
+12.65%
% of All Funds
13.58%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.25%
New
157
Increased
367
Reduced
261
Closed
45
Calls
$168M
Puts
$78.2M
Net Calls
+$90.1M
Net Calls Change
+$21.5M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.34B
2
Morgan Stanley
Morgan Stanley
New York
$1.19B
3
BlackRock
BlackRock
New York
$5.25B
4
Vanguard Group
Vanguard Group
Pennsylvania
$7.75B
5
State Street
State Street
Massachusetts
$3.21B

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.46B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.09B
3
Northern Trust
Northern Trust
Illinois
$495M
4
Boston Partners
Boston Partners
Massachusetts
$151M
5
Invesco
Invesco
Georgia
$688M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
576
Atom Investors
Texas
$366K +$366K +4,059 New
PCS
577
Personal CFO Solutions
New Jersey
$364K +$69.3K +769 +24%
GM
578
GeoWealth Management
Illinois
$363K +$363K +4,026 New
LC
579
LCNB Corp
Ohio
$363K – – –
PS
580
Principal Securities
Iowa
$362K +$362K +4,014 New
KI
581
Kapitalo Investimentos
Brazil
$361K +$361K +4,005 New
CI
582
Cambiar Investors
Colorado
$358K -$23.9K -265 -6%
CFCI
583
Comprehensive Financial Consultants Institutional
Indiana
$357K -$631 -7 -0.2%
CC
584
Corton Capital
Ontario, Canada
$357K +$357K +3,956 New
CHA
585
Carmichael Hill & Associates
Maryland
$350K – – –
CCP
586
Carmel Capital Partners
California
$350K +$48.1K +533 +16%
WDA
587
Wendell David Associates
New Hampshire
$347K – – –
LSAG
588
Lake Street Advisors Group
New Hampshire
$347K +$347K +3,846 New
LFA
589
Livelsberger Financial Advisory
Ohio
$344K +$344K +3,814 New
FLPIM
590
F.L. Putnam Investment Management
Massachusetts
$340K +$5.77K +64 +2%
MC
591
Moors & Cabot
Massachusetts
$340K -$3.16K -35 -0.9%
GI
592
GAMMA Investing
California
$338K +$338K +3,910 New
EAM
593
Evanson Asset Management
California
$337K +$1.08K +12 +0.3%
TSS
594
Two Sigma Securities
New York
$337K +$337K +3,738 New
OCM
595
Orion Capital Management
California
$335K -$18K -200 -5%
PPWP
596
Premier Path Wealth Partners
New Jersey
$333K +$333K +3,694 New
WT
597
Whittier Trust
California
$330K -$443K -4,914 -57%
MM
598
MQS Management
New York
$329K +$329K +3,646 New
LSPW
599
Lake Street Private Wealth
Illinois
$328K +$328K +3,633 New
VFA
600
Valeo Financial Advisors
Indiana
$325K +$32K +355 +11%
22 23
24
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