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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 %
GIA
651
GHP Investment Advisors
Colorado
$48.7K 743 – –
SIM
652
Sentry Investment Management
Wisconsin
$48K 732 -2,143 -75%
QC
653
Quent Capital
New York
$47.4K 723 +623 +623%
IWP
654
IAG Wealth Partners
Wisconsin
$45.9K 700 – –
ACM
655
Antonetti Capital Management
Florida
$45.6K 695 – –
EI
656
Ellevest Inc
New York
$44.9K 685 -161 -19%
HPC
657
HM Payson & Co
Maine
$40.2K 614 +14 +2%
MSCM
658
McElhenny Sheffield Capital Management
Texas
$39.3K 600 +600 New
FWM
659
Focused Wealth Management
New York
$38.6K 589 +1 +0.2%
OLVIG
660
Oliver Lagore Vanvalin Investment Group
Michigan
$38.4K 586 +4 +0.7%
BEI
661
Benjamin Edwards Inc
Missouri
$38K 582 -1,681 -74%
SSG
662
Summit Securities Group
New York
$38K 577 +377 +189%
SWA
663
Sutton Wealth Advisors
Florida
$36.7K 560 +154 +38%
VNA
664
Valley National Advisers
Pennsylvania
$35K 500 – –
CT
665
Colonial Trust
South Carolina
$34.8K 531 +531 New
NSIM
666
North Star Investment Management
Illinois
$33.8K 516 +16 +3%
ST
667
Smithfield Trust
Pennsylvania
$33K 500 – –
HCM
668
Highlander Capital Management
New Jersey
$33K 500 – –
AFS
669
Annapolis Financial Services
Maryland
$32.8K 500 – –
HGERS
670
Householder Group Estate & Retirement Specialist
Arizona
$32K 500 – –
TFP
671
Tilia Fiduciary Partners
North Carolina
$31.9K 486 -10 -2%
NICM
672
Neo Ivy Capital Management
New York
$31K 468 +468 New
WTA
673
Washington Trust Advisors
Massachusetts
$29.5K 450 – –
PB
674
Pinnacle Bancorp
Nebraska
$29K 450 – –
ACA
675
Atlas Capital Advisors
Wyoming
$28.8K 439 – –
25 26
27
28 29