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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 %
JFA
726
JNBA Financial Advisors
Minnesota
$45K – – –
WTA
727
Washington Trust Advisors
Massachusetts
$43K -$4.78K -50 -10%
PB
728
Pinnacle Bancorp
Nebraska
$43K – – –
ACA
729
Atlas Capital Advisors
Wyoming
$42.2K – – –
RCM
730
Raleigh Capital Management
North Carolina
$42K -$5.82K -60 -12%
TFS
731
TrustCore Financial Services
Tennessee
$42K +$42K +442 New
SWA
732
Sutton Wealth Advisors
Florida
$40.5K +$1.15K +12 +3%
PFGIA
733
Patriot Financial Group Insurance Agency
Massachusetts
$40K -$7.77K -80 -16%
DI
734
Disciplined Investments
Oklahoma
$37K +$37K +387 New
SSG
735
Summit Securities Group
New York
$36K +$36K +379 New
SCM
736
Silvant Capital Management
Georgia
$33K – – –
TCM
737
Tradewinds Capital Management
Washington
$33K +$193 +2 +0.6%
NFSG
738
Newbridge Financial Services Group
Florida
$33K +$4.48K +46 +16%
PSB
739
Piscataqua Savings Bank
New Hampshire
$32K – – –
HWA
740
Heritage Wealth Advisors
Virginia
$32K – – –
MA
741
MUFG Americas
New York
$31K -$16.8K -177 -35%
AAP
742
Arax Advisory Partners
Colorado
$31K -$4.78K -49 -13%
FBT
743
First Bank & Trust
South Dakota
$31K -$486 -5 -2%
ZIG
744
Zullo Investment Group
Pennsylvania
$29K -$4.31K -45 -13%
SAM
745
Strategic Asset Management
Minnesota
$29K – – –
LFG
746
Larson Financial Group
Missouri
$29K – – –
C
747
Covestor
United Kingdom
$29K +$14.3K +147 +97%
AIM
748
Anchor Investment Management
South Carolina
$28.8K – – –
APC
749
Aspire Private Capital
North Carolina
$28K +$195 +2 +0.7%
EWM
750
Evermay Wealth Management
Virginia
$26K -$111K -1,170 -81%
28 29
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