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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 %
MCM
601
MV Capital Management
Maryland
$90K +$2.29K +32 +3%
APC
602
Aspire Private Capital
North Carolina
$87.5K +$143 +2 +0.2%
FHA
603
First Horizon Advisors
Tennessee
$87.2K -$32.8K -457 -27%
CA
604
Clearstead Advisors
Ohio
$86.6K +$2.15K +30 +3%
WIM
605
Westside Investment Management
California
$86K – – –
CAL
606
Capital Analysts LLC
Pennsylvania
$85K -$9.25K -129 -10%
SIC
607
SJS Investment Consulting
Ohio
$84.1K – – –
ZB
608
Zions Bancorporation
Utah
$84K -$2.87K -40 -3%
KFI
609
Key Financial Inc
Pennsylvania
$83.7K – – –
EL
610
EMFO LLC
Florida
$82.4K – – –
CFD
611
Creative Financial Designs
Indiana
$81.9K -$6.59K -92 -7%
KTC
612
Kistler-Tiffany Companies
Pennsylvania
$79.4K +$645 +9 +0.8%
AIM
613
Arcadia Investment Management
Michigan
$78.9K – – –
WT
614
Washington Trust
Rhode Island
$78.1K – – –
IGWM
615
ICA Group Wealth Management
Colorado
$77.7K – – –
CSB
616
City State Bank
Iowa
$76K – – –
PAM
617
Paradigm Asset Management
New York
$74.4K -$3.58K -50 -5%
BCMLT
618
Beacon Capital Management LLC (Tennessee)
Tennessee
$73.8K -$8.1K -113 -10%
GBT
619
Grove Bank & Trust
Florida
$73.8K +$6.09K +85 +9%
MHR
620
Matthew Hamilton Rosenberg
$72.3K – – –
AWM
621
Accel Wealth Management
Iowa
$72K -$14.3K -200 -17%
BAM
622
Belpointe Asset Management
Nevada
$70.5K +$16.5K +230 +31%
MPWT
623
MassMutual Private Wealth & Trust
Connecticut
$70.1K +$13.8K +192 +24%
IAIM
624
International Assets Investment Management
Florida
$70K +$70K +976 New
GWS
625
Glassman Wealth Services
Virginia
$69.8K -$87.3K -1,218 -56%
23 24
25
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