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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 %
BIA
676
Bell Investment Advisors
California
$20.9K -$2.8K -39 -12%
MIM
677
Manitou Investment Management
Ontario, Canada
$19.4K +$19.4K +270 New
PA
678
PSI Advisors
Florida
$18.9K – – –
WAS
679
Winch Advisory Services
Wisconsin
$18K +$146 +2 +0.8%
AIM
680
Anchor Investment Management
South Carolina
$17.9K – – –
EARNEST Partners
681
EARNEST Partners
Georgia
$17.9K – – –
OLVIG
682
Oliver Lagore Vanvalin Investment Group
Michigan
$17.9K -$24.1K -336 -57%
RCM
683
Raleigh Capital Management
North Carolina
$17.7K -$7.67K -107 -30%
NL
684
NVWM LLC
Pennsylvania
$17.6K – – –
SIC
685
Salem Investment Counselors
North Carolina
$16.6K – – –
MSFP
686
Mark Sheptoff Financial Planning
Connecticut
$16.5K – – –
BWAM
687
Boyd Watterson Asset Management
Ohio
$16.3K – – –
FP
688
Financial Perspectives
Minnesota
$15.5K – – –
HCM
689
Hollencrest Capital Management
California
$15.4K – – –
MCM
690
Manchester Capital Management
Vermont
$15.1K +$15.1K +210 New
ADL
691
Asset Dedication LLC
California
$15K -$227 -3 -1%
CAC
692
Core Alternative Capital
Georgia
$15K +$2.87K +40 +24%
SIS
693
Strategic Investment Solutions
Illinois
$14.7K +$14.7K +205 New
AAG
694
Armstrong Advisory Group
Massachusetts
$14.4K – – –
CB
695
Community Bank
New York
$14.3K – – –
GTAM
696
Global Trust Asset Management
Florida
$14.3K – – –
TCPG
697
Trivant Custom Portfolio Group
California
$14.3K +$14.3K +200 New
ME
698
McIlrath & Eck
Washington
$13.2K – – –
BONH
699
Bank of New Hampshire
New Hampshire
$13K – – –
PPC
700
Park Place Capital
Alabama
$12.8K -$72 -1 -0.6%
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