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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 %
BIA
701
Bell Investment Advisors
California
$26.4K +$2.83K +35 +12%
C
702
Covestor
United Kingdom
$26K -$239 -3 -0.9%
WFA
703
West Financial Advisors
Iowa
$25.9K – – –
FCAG
704
First Capital Advisors Group
New Jersey
$25.6K +$25.6K +317 New
CFO
705
CVA Family Office
Colorado
$24.7K -$404 -5 -2%
JFA
706
JNBA Financial Advisors
Minnesota
$24.3K – – –
CAS
707
Coppell Advisory Solutions
Texas
$24.1K +$24.1K +300 New
HWA
708
HHM Wealth Advisors
Tennessee
$23.3K -$7.93K -98 -25%
MIM
709
Manitou Investment Management
Ontario, Canada
$21.8K – – –
PA
710
PSI Advisors
Florida
$21.3K – – –
OLVIG
711
Oliver Lagore Vanvalin Investment Group
Michigan
$20.3K +$81 +1 +0.4%
AIM
712
Anchor Investment Management
South Carolina
$20.2K – – –
EARNEST Partners
713
EARNEST Partners
Georgia
$20.2K – – –
CTWM
714
Cherry Tree Wealth Management
Minnesota
$20.2K +$20.2K +250 New
RCM
715
Raleigh Capital Management
North Carolina
$20.1K +$162 +2 +0.8%
WAS
716
Winch Advisory Services
Wisconsin
$20K +$161 +2 +0.8%
NL
717
NVWM LLC
Pennsylvania
$19.8K – – –
BTI
718
Blue Trust Inc
Georgia
$19K -$8.15K -112 -30%
SIC
719
Salem Investment Counselors
North Carolina
$18.7K – – –
MSFP
720
Mark Sheptoff Financial Planning
Connecticut
$18.6K – – –
BWAM
721
Boyd Watterson Asset Management
Ohio
$18.4K – – –
CAC
722
Core Alternative Capital
Georgia
$17.6K +$647 +8 +4%
FP
723
Financial Perspectives
Minnesota
$17.5K – – –
HCM
724
Hollencrest Capital Management
California
$17.4K – – –
BWA
725
BDO Wealth Advisors
Florida
$17.1K +$3.64K +45 +27%
27 28
29
30 31