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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 %
WT
626
Washington Trust
Rhode Island
$71.5K 1,090 – –
PAM
627
Paradigm Asset Management
New York
$71.3K 1,088 -15,400 -93%
IGWM
628
ICA Group Wealth Management
Colorado
$71.1K 1,084 -2,710 -71%
CSB
629
City State Bank
Iowa
$69K 1,058 +926 +702%
WIM
630
Westside Investment Management
California
$67K 1,200 – –
MHR
631
Matthew Hamilton Rosenberg
$66.1K 1,008 – –
GBT
632
Grove Bank & Trust
Florida
$62K 945 +945 New
GWM
633
Geneos Wealth Management
Colorado
$61.1K 932 +1 +0.1%
BG
634
Bollard Group
Massachusetts
$61K 929 – –
SWM
635
Spire Wealth Management
Virginia
$61K 933 +1 +0.1%
HFM
636
Harvest Fund Management
China
$60K 915 – –
PO
637
Private Ocean
California
$59.7K 910 – –
DMBA
638
Deseret Mutual Benefit Administrators
Utah
$56.6K 863 -713 -45%
FFA
639
Fairfield Financial Advisors
Massachusetts
$56.5K 861 +7 +0.8%
TC
640
Trust Company
Kansas
$56K 850 – –
TH
641
TCTC Holdings
Texas
$55.7K 850 – –
GEA
642
Glen Eagle Advisors
New Jersey
$54.9K 838 +30 +4%
PTC
643
Private Trust Company
Ohio
$54K 827 +82 +11%
OSNBOA
644
Old Second National Bank of Aurora
Illinois
$53K 808 – –
MPWT
645
MassMutual Private Wealth & Trust
Connecticut
$52K 786 +127 +19%
AF
646
Advisornet Financial
Minnesota
$51.3K 783 +144 +23%
GI
647
Gradient Investments
Minnesota
$49.8K 759 – –
BAM
648
Belpointe Asset Management
Nevada
$49.4K 754 +754 New
WB
649
Webster Bank
Connecticut
$49K 740 – –
LS
650
Livforsakringsbolaget Skandia
Sweden
$48.8K 745 – –
24 25
26
27 28