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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 %
HDIM
601
Hanson & Doremus Investment Management
Vermont
$98K 1,500 – –
AF
602
Allworth Financial
California
$96.4K 1,470 -19 -1%
CSPIA
603
Cary Street Partners Investment Advisory
Virginia
$96.3K 1,469 +1,469 New
GMA
604
Glassy Mountain Advisors
Maryland
$92.8K 1,416 +1,416 New
OIA
605
Optimum Investment Advisors
Illinois
$92K 1,403 +1 +0.1%
HI
606
Harbour Investments
Wisconsin
$89.9K 1,372 +5 +0.4%
EWA
607
EverSource Wealth Advisors
Alabama
$86.5K 1,320 +1,004 +318%
CAL
608
Capital Analysts LLC
Pennsylvania
$86K 1,315 -114 -8%
AA
609
Alta Advisers
United Kingdom
$85K 1,300 – –
CI Investments Inc
610
CI Investments Inc
Ontario, Canada
$85K 1,301 +693 +114%
RTC
611
Riverview Trust Company
Washington
$81K 1,242 +1,242 New
CFD
612
Creative Financial Designs
Indiana
$81K 1,235 – –
MCM
613
MV Capital Management
Maryland
$80.2K 1,223 -183 -13%
APC
614
Aspire Private Capital
North Carolina
$79.9K 1,219 +928 +319%
ZB
615
Zions Bancorporation
Utah
$79.4K 1,212 -127 -9%
AWM
616
Accel Wealth Management
Iowa
$79K 1,205 – –
CA
617
Clearstead Advisors
Ohio
$77.2K 1,178 -347 -23%
SIC
618
SJS Investment Consulting
Ohio
$76.9K 1,173 – –
EL
619
EMFO LLC
Florida
$75.4K 1,150 – –
KFI
620
Key Financial Inc
Pennsylvania
$75.1K 1,167 – –
BCMLT
621
Beacon Capital Management LLC (Tennessee)
Tennessee
$74.9K 1,143 +278 +32%
AIM
622
Arcadia Investment Management
Michigan
$72.2K 1,101 – –
SBL
623
Sargent Bickham Lagudis
Colorado
$72.1K 1,100 +100 +10%
KTC
624
Kistler-Tiffany Companies
Pennsylvania
$72K 1,099 +10 +0.9%
Pacer Advisors
625
Pacer Advisors
Pennsylvania
$71.5K 1,091 +146 +15%
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25
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