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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 %
PO
626
Private Ocean
California
$68K +$2.72K +38 +4%
BG
627
Bollard Group
Massachusetts
$67K – – –
SSG
628
Summit Securities Group
New York
$67K +$25.4K +352 +61%
HFM
629
Harvest Fund Management
China
$66K – – –
OIA
630
Optimum Investment Advisors
Illinois
$64.9K -$35.7K -498 -35%
DMBA
631
Deseret Mutual Benefit Administrators
Utah
$61.9K – – –
FFA
632
Fairfield Financial Advisors
Massachusetts
$61.6K +$497 +7 +0.8%
AIM
633
Achmea Investment Management
Netherlands
$61K -$703K -9,844 -92%
TC
634
Trust Company
Kansas
$60.9K – – –
OSNBOA
635
Old Second National Bank of Aurora
Illinois
$57.9K – – –
AF
636
Advisornet Financial
Minnesota
$56.1K – – –
PTC
637
Private Trust Company
Ohio
$55.1K -$4.16K -58 -7%
GI
638
Gradient Investments
Minnesota
$54.4K – – –
LS
639
Livforsakringsbolaget Skandia
Sweden
$53.4K – – –
WB
640
Webster Bank
Connecticut
$53.1K – – –
GWM
641
Geneos Wealth Management
Colorado
$52.5K -$14.3K -199 -21%
QC
642
Quent Capital
New York
$51.8K – – –
IWP
643
IAG Wealth Partners
Wisconsin
$50.2K – – –
GEA
644
Glen Eagle Advisors
New Jersey
$48.7K -$11.4K -159 -19%
GIA
645
GHP Investment Advisors
Colorado
$48.7K -$4.59K -64 -9%
FWM
646
Focused Wealth Management
New York
$42.3K +$72 +1 +0.2%
EI
647
Ellevest Inc
New York
$41.7K -$7.38K -103 -15%
CT
648
Colonial Trust
South Carolina
$38.1K – – –
VNA
649
Valley National Advisers
Pennsylvania
$38K – – –
SWA
650
Sutton Wealth Advisors
Florida
$38K -$2.15K -30 -5%
24 25
26
27 28