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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 %
NSIM
651
North Star Investment Management
Illinois
$37K – – –
ST
652
Smithfield Trust
Pennsylvania
$36K – – –
HCM
653
Highlander Capital Management
New Jersey
$36K – – –
HGERS
654
Householder Group Estate & Retirement Specialist
Arizona
$36K – – –
HPC
655
HM Payson & Co
Maine
$35.8K -$8.17K -114 -19%
AFS
656
Annapolis Financial Services
Maryland
$35.8K – – –
TFP
657
Tilia Fiduciary Partners
North Carolina
$34.9K +$72 +1 +0.2%
FFA
658
Farther Finance Advisors
California
$33.1K +$2.44K +34 +8%
PB
659
Pinnacle Bancorp
Nebraska
$32.3K – – –
ACA
660
Atlas Capital Advisors
Wyoming
$31.5K – – –
CG
661
Cutler Group
California
$31K +$31K +434 New
CWM
662
Compass Wealth Management
Connecticut
$28.7K – – –
DI
663
Disciplined Investments
Oklahoma
$27.7K – – –
HWA
664
HHM Wealth Advisors
Tennessee
$27.7K – – –
BBHC
665
Brown Brothers Harriman & Co
New York
$25.2K +$3.8K +53 +18%
SCM
666
Silvant Capital Management
Georgia
$24.9K – – –
SS
667
Sunbelt Securities
Texas
$24.3K +$24.3K +343 New
PSB
668
Piscataqua Savings Bank
New Hampshire
$24.2K – – –
BTI
669
Blue Trust Inc
Georgia
$24K -$1.48K -23 -6%
C
670
Covestor
United Kingdom
$24K – – –
AAP
671
Arax Advisory Partners
Colorado
$23.5K +$215 +3 +0.9%
WFA
672
West Financial Advisors
Iowa
$22.9K – – –
CFO
673
CVA Family Office
Colorado
$22.2K +$10.4K +145 +88%
JFA
674
JNBA Financial Advisors
Minnesota
$21.5K – – –
NFSG
675
Newbridge Financial Services Group
Florida
$21K -$1.15K -16 -5%
25 26
27
28 29