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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 %
HWM
601
Horizon Wealth Management
Illinois
$209K +$209K +2,578 New
WBG
602
Wharton Business Group
Pennsylvania
$207K +$207K +2,555 New
AIA
603
Armor Investment Advisors
North Carolina
$206K +$206K +2,550 New
WKWM
604
Walter & Keenan Wealth Management
Indiana
$204K +$204K +2,520 New
WRM
605
Weybosset Research & Management
Rhode Island
$202K -$145K -1,800 -42%
HI
606
Hudock Inc
Pennsylvania
$202K +$202K +2,493 New
GA
607
Geller Advisors
New York
$201K +$201K +2,491 New
ECM
608
Evergreen Capital Management
Washington
$201K -$66.4K -821 -25%
CSC
609
Caldwell Sutter Capital
California
$195K +$21.6K +267 +12%
PK
610
Pflug Koory
Nebraska
$179K – – –
LC
611
Lindbrook Capital
California
$168K +$2.51K +31 +2%
PA
612
Parallel Advisors
California
$167K +$28.9K +357 +21%
M
613
MOTCO
Texas
$158K +$243 +3 +0.2%
TWC
614
TD Waterhouse Canada
Ontario, Canada
$157K +$15.9K +195 +11%
CCP
615
Carmel Capital Partners
California
$152K +$11K +136 +8%
MPWT
616
MassMutual Private Wealth & Trust
Connecticut
$152K +$72.6K +897 +92%
NP
617
Ninepoint Partners
Ontario, Canada
$150K +$150K +1,857 New
CG
618
Cutler Group
California
$146K +$111K +1,381 +318%
SWM
619
Spire Wealth Management
Virginia
$146K -$9.79K -121 -6%
CTA
620
Colonial Trust Advisors
South Carolina
$141K +$162 +2 +0.1%
AIM
621
Achmea Investment Management
Netherlands
$141K +$72K +890 +104%
AF
622
Allworth Financial
California
$133K +$12.5K +154 +10%
PFBT
623
Parkside Financial Bank & Trust
Missouri
$133K +$81 +1 +0.1%
HIA
624
Harbor Investment Advisory
Maryland
$129K – – –
KI
625
Kapitalo Investimentos
Brazil
$128K +$128K +1,567 New
23 24
25
26 27