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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 %
AWM
676
Accel Wealth Management
Iowa
$119K +$196 +2 +0.2%
KFI
677
Key Financial Inc
Pennsylvania
$118K – – –
COCM
678
Charter Oak Capital Management
New Hampshire
$118K +$3.54K +37 +3%
SIC
679
SJS Investment Consulting
Ohio
$115K +$1.93K +20 +2%
BFC
680
Bedel Financial Consulting
Indiana
$111K – – –
EL
681
EMFO LLC
Florida
$111K – – –
AIM
682
Arcadia Investment Management
Michigan
$106K – – –
Bank Julius Baer & Co
683
Bank Julius Baer & Co
Switzerland
$106K +$106K +1,100 New
EW
684
Evoke Wealth
California
$105K -$10.3K -107 -9%
WT
685
Washington Trust
Rhode Island
$105K – – –
KTC
686
Kistler-Tiffany Companies
Pennsylvania
$103K +$28.3K +295 +38%
DC
687
DeDora Capital
California
$100K +$100K +1,037 New
WIM
688
Westside Investment Management
California
$97.8K – – –
SBL
689
Sargent Bickham Lagudis
Colorado
$96K – – –
MIFH
690
Migdal Insurance & Financial Holdings
Israel
$96K +$96K +982 New
CFN
691
Cordasco Financial Network
Florida
$94K – – –
CCM
692
Covington Capital Management
California
$94K +$94K +975 New
MHR
693
Matthew Hamilton Rosenberg
$92K – – –
HIA
694
Harbor Investment Advisory
Maryland
$89K +$41.2K +430 +86%
ST
695
Smithfield Trust
Pennsylvania
$88K – – –
PO
696
Private Ocean
California
$87K – – –
CG
697
Cutler Group
California
$86K +$85.8K +900 +45,000%
GI
698
Gradient Investments
Minnesota
$85K +$7.17K +75 +9%
TH
699
TCTC Holdings
Texas
$82K – – –
TC
700
Trust Company
Kansas
$82K – – –
26 27
28
29 30