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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 %
GWS
651
Glassman Wealth Services
Virginia
$166K +$5.47K +57 +3%
Macquarie Group
652
Macquarie Group
Australia
$161K +$127K +1,326,329 +365%
National Bank of Canada
653
National Bank of Canada
Quebec, Canada
$161K +$10.8K +112 +7%
M
654
MOTCO
Texas
$160K -$13.3K -139 -8%
Group One Trading
655
Group One Trading
Illinois
$154K -$222K -2,313 -59%
TWC
656
TD Waterhouse Canada
Ontario, Canada
$153K +$4.3K +44 +3%
SCA
657
Stonebridge Capital Advisors
Minnesota
$152K – – –
EIP
658
Ellis Investment Partners
Pennsylvania
$150K +$1.05K +11 +0.7%
Capstone Investment Advisors
659
Capstone Investment Advisors
New York
$149K +$93.4K +973 +168%
CA
660
Clearstead Advisors
Ohio
$147K +$96 +1 +0.1%
HDIM
661
Hanson & Doremus Investment Management
Vermont
$144K – – –
FA
662
Financial Advantage
Maryland
$144K +$144K +1,500 New
HWA
663
HHM Wealth Advisors
Tennessee
$140K +$14.8K +154 +12%
FDCDDQ
664
Federation des caisses Desjardins du Quebec
Quebec, Canada
$138K +$52.8K +549 +62%
MCM
665
MV Capital Management
Maryland
$138K +$2.3K +24 +2%
OIA
666
Optimum Investment Advisors
Illinois
$135K – – –
AF
667
Allworth Financial
California
$133K +$28K +292 +27%
PA
668
PSI Advisors
Florida
$131K -$6.23K -65 -5%
EI
669
Ellevest Inc
New York
$128K -$218K -2,267 -63%
GWM
670
Geneos Wealth Management
Colorado
$125K -$471K -4,919 -79%
FAG
671
Fortitude Advisory Group
Washington
$122K -$162K -1,694 -57%
PCG
672
Private Capital Group
Connecticut
$122K -$1.82K -19 -1%
CFD
673
Creative Financial Designs
Indiana
$122K – – –
CAL
674
Capital Analysts LLC
Pennsylvania
$121K -$29.3K -305 -20%
BFEC
675
Benjamin F. Edwards & Company
Missouri
$121K -$23K -240 -16%
25 26
27
28 29