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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 %
SVWAG
601
Sound View Wealth Advisors Group
Georgia
$242K – – –
WWM
602
Western Wealth Management
Colorado
$241K +$241K +2,505 New
FT
603
Fiduciary Trust
Massachusetts
$240K +$240K +2,495 New
WKWM
604
Walter & Keenan Wealth Management
Indiana
$239K – – –
AC
605
AlphaCore Capital
California
$239K +$239K +2,485 New
FNBT
606
FineMark National Bank & Trust
Florida
$238K – – –
HWM
607
Horizon Wealth Management
Illinois
$238K +$1.63K +17 +0.7%
FNBOMD
608
First National Bank of Mount Dora
Florida
$236K – – –
TSS
609
Two Sigma Securities
New York
$236K +$236K +2,458 New
PMA
610
Prudent Man Advisors
Illinois
$234K -$2.21K -23 -0.9%
SIA
611
Schechter Investment Advisors
Michigan
$232K +$232K +2,413 New
VAS
612
Vestmark Advisory Solutions
Massachusetts
$231K -$1.91M -19,863 -89%
CSIC
613
Clifford Swan Investment Counsel
California
$231K -$2.21K -23 -0.9%
HC
614
HNP Capital
New York
$231K – – –
PWPS
615
Pinnacle Wealth Planning Services
Ohio
$230K +$230K +2,388 New
NFG
616
Nations Financial Group
Iowa
$229K -$8.47K -88 -4%
JWCA
617
J.W. Cole Advisors
Florida
$229K – – –
BFC
618
Blue Fin Capital
Rhode Island
$228K – – –
KCPG
619
Kavar Capital Partners Group
Kansas
$228K – – –
HI
620
Hudock Inc
Pennsylvania
$228K +$577 +6 +0.3%
MIM
621
MTM Investment Management
South Carolina
$226K – – –
VRM
622
Vectors Research Management
New York
$224K -$7.22K -75 -3%
JSC
623
Jackson Square Capital
California
$224K – – –
SSWM
624
Sheets Smith Wealth Management
North Carolina
$224K +$224K +2,327 New
PS
625
Planned Solutions
California
$222K +$222K +2,307 New
23 24
25
26 27