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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 %
CT
676
Clearstead Trust
Maine
$51.3K -$166K -2,309 -76%
NFSG
677
Newbridge Financial Services Group
Florida
$48.7K +$25K +309 +105%
FWM
678
Focused Wealth Management
New York
$47.8K +$81 +1 +0.2%
GWM
679
Geneos Wealth Management
Colorado
$47.3K -$12K -148 -20%
FHA
680
First Horizon Advisors
Tennessee
$46.1K -$52.3K -646 -53%
VNA
681
Valley National Advisers
Pennsylvania
$43K +$2.05K +25 +5%
CT
682
Colonial Trust
South Carolina
$43K – – –
SWA
683
Sutton Wealth Advisors
Florida
$42.5K -$404 -5 -0.9%
NSIM
684
North Star Investment Management
Illinois
$41.7K – – –
AFS
685
Annapolis Financial Services
Maryland
$40.4K – – –
HPC
686
HM Payson & Co
Maine
$40.4K – – –
HCM
687
Highlander Capital Management
New Jersey
$40K – – –
ST
688
Smithfield Trust
Pennsylvania
$40K – – –
FFA
689
Farther Finance Advisors
California
$38.2K +$809 +10 +2%
PB
690
Pinnacle Bancorp
Nebraska
$36.4K – – –
ACA
691
Atlas Capital Advisors
Wyoming
$35.5K – – –
AAP
692
Arax Advisory Partners
Colorado
$32.8K +$6.23K +77 +23%
CWM
693
Compass Wealth Management
Connecticut
$32.4K – – –
TFP
694
Tilia Fiduciary Partners
North Carolina
$31.3K -$8.1K -100 -21%
DI
695
Disciplined Investments
Oklahoma
$31.3K – – –
OP
696
ORG Partners
Indiana
$29.2K +$29.2K +364 New
BBHC
697
Brown Brothers Harriman & Co
New York
$28.2K -$162 -2 -0.6%
SCM
698
Silvant Capital Management
Georgia
$28.2K – – –
SS
699
Sunbelt Securities
Texas
$27.9K +$162 +2 +0.6%
PSB
700
Piscataqua Savings Bank
New Hampshire
$27.3K – – –
26 27
28
29 30