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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 %
BCMLT
701
Beacon Capital Management LLC (Tennessee)
Tennessee
$82K +$82K +865 New
FFA
702
Fairfield Financial Advisors
Massachusetts
$80.9K +$80.9K +841 New
CFO
703
CVA Family Office
Colorado
$79K -$1.25K -13 -2%
GEA
704
Glen Eagle Advisors
New Jersey
$77.2K -$24K -250 -24%
OSNBOA
705
Old Second National Bank of Aurora
Illinois
$77K – – –
ZB
706
Zions Bancorporation
Utah
$76K +$2.2K +23 +3%
PFBT
707
Parkside Financial Bank & Trust
Missouri
$75K -$210K -2,196 -74%
HFM
708
Harvest Fund Management
China
$75K -$20.9K -218 -22%
WB
709
Webster Bank
Connecticut
$71K – – –
GIA
710
GHP Investment Advisors
Colorado
$71K +$71K +743 New
T
711
TCWP
Ohio
$70K +$70K +730 New
ACM
712
Antonetti Capital Management
Florida
$67K – – –
IWP
713
IAG Wealth Partners
Wisconsin
$67K – – –
GLLW
714
Graves Light Lenhart Wealth
Virginia
$63K – – –
AF
715
Advisornet Financial
Minnesota
$62K +$671 +7 +1%
MPWT
716
MassMutual Private Wealth & Trust
Connecticut
$56K -$46K -476 -45%
FWM
717
Focused Wealth Management
New York
$56K +$96 +1 +0.2%
OLVIG
718
Oliver Lagore Vanvalin Investment Group
Michigan
$51K +$51K +525 New
TFO
719
Tarbox Family Office
California
$50K -$3.74K -39 -7%
SFA
720
Semmax Financial Advisors
North Carolina
$49K -$62K -722 Closed
NSIM
721
North Star Investment Management
Illinois
$48K -$32K -333 -40%
TFP
722
Tilia Fiduciary Partners
North Carolina
$48K -$9.31K -96 -16%
HCM
723
Highlander Capital Management
New Jersey
$48K – – –
VNA
724
Valley National Advisers
Pennsylvania
$48K – – –
AFS
725
Annapolis Financial Services
Maryland
$48K +$48K +500 New
27 28
29
30 31