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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 %
PA
701
PSI Advisors
Florida
$17.2K 263 -413 -61%
EARNEST Partners
702
EARNEST Partners
Georgia
$16.4K 250 – –
AIM
703
Anchor Investment Management
South Carolina
$16.4K 250 – –
NL
704
NVWM LLC
Pennsylvania
$16.1K 245 – –
WAS
705
Winch Advisory Services
Wisconsin
$16K 244 +2 +0.8%
SIC
706
Salem Investment Counselors
North Carolina
$15.1K 231 – –
MSFP
707
Mark Sheptoff Financial Planning
Connecticut
$15.1K 230 – –
BWAM
708
Boyd Watterson Asset Management
Ohio
$14.9K 228 +228 New
FP
709
Financial Perspectives
Minnesota
$14.2K 216 – –
HCM
710
Hollencrest Capital Management
California
$14.1K 215 +215 New
AAG
711
Armstrong Advisory Group
Massachusetts
$13.2K 201 +201 New
GTAM
712
Global Trust Asset Management
Florida
$13.1K 200 – –
CB
713
Community Bank
New York
$13.1K 200 – –
ADL
714
Asset Dedication LLC
California
$13K 201 +3 +2%
HB
715
Horizon Bancorp
Indiana
$13K 201 +201 New
JWM
716
Janiczek Wealth Management
Colorado
$12.3K 170 +166 +4,150%
ME
717
McIlrath & Eck
Washington
$12.1K 184 – –
BONH
718
Bank of New Hampshire
New Hampshire
$12K 182 – –
PPC
719
Park Place Capital
Alabama
$12K 179 +179 New
MCA
720
Maryland Capital Advisors
Maryland
$11.6K 177 – –
SIS
721
Sound Income Strategies
Florida
$11.5K 175 +175 New
SN
722
Sittner & Nelson
Oregon
$11.2K 171 -25 -13%
CAC
723
Core Alternative Capital
Georgia
$11.1K 169 +1 +0.6%
BWA
724
BDO Wealth Advisors
Florida
$10.9K 166 – –
CFO
725
CVA Family Office
Colorado
$10.8K 165 -370 -69%
27 28
29
30 31