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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 %
FFA
676
Farther Finance Advisors
California
$28.1K 428 +428 New
PFC
677
Phocas Financial Corp
California
$27.9K 425 +425 New
CWM
678
Compass Wealth Management
Connecticut
$26.2K 400 +400 New
BTI
679
Blue Trust Inc
Georgia
$26K 396 +66 +20%
DI
680
Disciplined Investments
Oklahoma
$25.4K 387 – –
HWA
681
HHM Wealth Advisors
Tennessee
$25.3K 386 +135 +54%
RCM
682
Raleigh Capital Management
North Carolina
$23.2K 354 +1 +0.3%
SCM
683
Silvant Capital Management
Georgia
$22.8K 348 – –
AWM
684
Activest Wealth Management
Florida
$22.3K 340 – –
PSB
685
Piscataqua Savings Bank
New Hampshire
$22.2K 338 – –
C
686
Covestor
United Kingdom
$22K 330 +68 +26%
RFA
687
Resurgent Financial Advisors
Georgia
$22K 335 +335 New
HWA
688
Heritage Wealth Advisors
Virginia
$21.6K 330 – –
BIA
689
Bell Investment Advisors
California
$21.6K 330 +80 +32%
HWMA
690
Heritage Wealth Management (Arizona)
Arizona
$21.4K 326 +195 +149%
AAP
691
Arax Advisory Partners
Colorado
$21.3K 325 -13 -4%
WFA
692
West Financial Advisors
Iowa
$21K 320 – –
NFSG
693
Newbridge Financial Services Group
Florida
$20.3K 309 -1,360 -81%
EE
694
EWG Elevate
California
$20.1K 306 +306 New
JFA
695
JNBA Financial Advisors
Minnesota
$19.7K 300 -37 -11%
LFG
696
Larson Financial Group
Missouri
$19.7K 300 – –
CASC
697
Coppell Advisory Solutions Corp
Texas
$19.7K 300 +300 New
CAS
698
Coppell Advisory Solutions
Texas
$19.7K 300 +300 New
BBHC
699
Brown Brothers Harriman & Co
New York
$19.5K 298 -30 -9%
ZIG
700
Zullo Investment Group
Pennsylvania
$19K 290 +10 +4%
26 27
28
29 30