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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 %
TPWM
626
Twelve Points Wealth Management
Massachusetts
$221K -$53K -552 -19%
WFI
627
West Family Investments
California
$220K +$220K +2,287 New
SDWMA
628
Schneider Downs Wealth Management Advisors
Pennsylvania
$215K +$215K +2,235 New
VAFP
629
Vahanian & Associates Financial Planning
New York
$214K -$370K -3,854 -63%
PK
630
Pflug Koory
Nebraska
$213K – – –
SB
631
Strategic Blueprint
Georgia
$213K +$213K +2,212 New
T
632
TOBAM
France
$210K +$72.9K +758 +53%
SIAP
633
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$209K – – –
GAG
634
GM Advisory Group
New York
$209K +$209K +2,175 New
LNB
635
Ledyard National Bank
$209K +$209K +2,179 New
DTL
636
Dynamic Technology Lab
Singapore
$207K +$207K +2,151 New
ZCA
637
Zeke Capital Advisors
Pennsylvania
$207K +$207K +2,152 New
ATPW
638
Ashton Thomas Private Wealth
Arizona
$205K -$47.4K -493 -19%
BG
639
Bahl & Gaynor
Ohio
$205K +$205K +2,131 New
SFG
640
SNS Financial Group
Minnesota
$203K +$203K +2,107 New
PA
641
Parallel Advisors
California
$202K +$10.9K +111 +6%
NWM
642
Northcape Wealth Management
New York
$202K +$202K +2,098 New
EH
643
Equitable Holdings
New York
$202K +$202K +2,099 New
KP
644
Keel Point
Alabama
$201K +$201K +2,088 New
WIC
645
Woodmont Investment Counsel
Tennessee
$201K +$201K +2,094 New
FF
646
FourThought Financial
Florida
$193K -$63.2K -657 -25%
DMBA
647
Deseret Mutual Benefit Administrators
Utah
$192K -$31.9K -332 -14%
Lazard Asset Management
648
Lazard Asset Management
New York
$187K -$215K -2,243 -54%
LC
649
Lindbrook Capital
California
$181K +$102K +1,067 +130%
FHA
650
First Horizon Advisors
Tennessee
$179K +$16.4K +170 +10%
24 25
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