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Welltower
WELL

Overview Fund Activity

807 hedge funds and large institutions have $39.9B invested in Welltower in 2023 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 299 increasing their positions, 256 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
807
Holders Change
+36
Holders Change %
+4.67%
% of All Funds
12.73%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.28%
New
78
Increased
299
Reduced
256
Closed
38
Calls
$134M
Puts
$41.8M
Net Calls
+$92.1M
Net Calls Change
+$56.1M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$1.73B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$2.19B
3
BlackRock
3
BlackRock
New York
$4.32B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$611M
5
CIMLRA
5
CBRE Investment Management Listed Real Assets
Pennsylvania
$203M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$3.07B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.17B
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$648M
4
OIAM
4
OFI Invest Asset Management
France
$1.24M
5
Bank of America
5
Bank of America
North Carolina
$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
651
Washington Trust
Rhode Island
$88.2K – – –
IGWM
652
ICA Group Wealth Management
Colorado
$87.7K – – –
CSB
653
City State Bank
Iowa
$86K – – –
PAM
654
Paradigm Asset Management
New York
$84K – – –
GBT
655
Grove Bank & Trust
Florida
$83.3K – – –
GWS
656
Glassman Wealth Services
Virginia
$81.5K +$2.83K +35 +4%
BCMLT
657
Beacon Capital Management LLC (Tennessee)
Tennessee
$79K -$4.29K -53 -5%
BG
658
Bollard Group
Massachusetts
$78K +$2.44K +30 +3%
PO
659
Private Ocean
California
$76.7K – – –
HFM
660
Harvest Fund Management
China
$74K – – –
MHR
661
Matthew Hamilton Rosenberg
$73.5K -$8.01K -99 -10%
OIA
662
Optimum Investment Advisors
Illinois
$73.3K +$162 +2 +0.2%
GEA
663
Glen Eagle Advisors
New Jersey
$70.3K +$15.4K +190 +28%
DMBA
664
Deseret Mutual Benefit Administrators
Utah
$69.8K – – –
TC
665
Trust Company
Kansas
$68.8K – – –
OSNBOA
666
Old Second National Bank of Aurora
Illinois
$65.4K – – –
GIA
667
GHP Investment Advisors
Colorado
$65.3K +$8.09K +96 +14%
GI
668
Gradient Investments
Minnesota
$62.6K +$1.21K +15 +2%
LS
669
Livforsakringsbolaget Skandia
Sweden
$60.2K – – –
WB
670
Webster Bank
Connecticut
$59.9K – – –
QC
671
Quent Capital
New York
$59.1K +$647 +8 +1%
PTC
672
Private Trust Company
Ohio
$57.2K -$5.02K -62 -8%
IWP
673
IAG Wealth Partners
Wisconsin
$56.6K – – –
AF
674
Advisornet Financial
Minnesota
$53.7K -$9.71K -120 -15%
SSG
675
Summit Securities Group
New York
$52K -$22.4K -280 -30%
25 26
27
28 29