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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 %
BAM
726
Bellevue Asset Management
Washington
$10.5K 161 +1 +0.6%
FCA
727
FinTrust Capital Advisors
South Carolina
$10.3K 157 – –
IAS
728
IMA Advisory Services
Colorado
$10.2K 155 – –
CT
729
Cambridge Trust
Massachusetts
$10K 150 – –
MYAM
730
Meiji Yasuda Asset Management
Japan
$9.58K 146,104 -342 -0.2%
CBT
731
Central Bank & Trust
Kentucky
$9.44K 144 +144 New
HBW
732
Hazlett, Burt & Watson
West Virginia
$9K 142 – –
SFA
733
Semmax Financial Advisors
North Carolina
$9K 124 – –
EWM
734
Evermay Wealth Management
Virginia
$8.98K 137 -12 -8%
MRCM
735
M&R Capital Management
New Jersey
$8.85K 135 – –
AFG
736
Albion Financial Group
Utah
$8.85K 135 – –
CFFP
737
Center for Financial Planning
Michigan
$8.72K 133 – –
WWM
738
Wolff Wiese Magana
California
$8.39K 128 – –
AWM
739
Avior Wealth Management
Nebraska
$7.95K 121 -28 -19%
IRC
740
Investors Research Corp
Georgia
$7.6K 116 – –
NC
741
NewSquare Capital
Pennsylvania
$7.08K 108 +108 New
RDIA
742
RE Dickinson Investment Advisors
Iowa
$7K 100 – –
TAM
743
Tucker Asset Management
Colorado
$6.98K 106 – –
PFG
744
Piershale Financial Group
Illinois
$6.88K 105 +105 New
BC
745
Barrett & Company
Rhode Island
$6.56K 100 – –
TCOV
746
Trust Company of Vermont
Vermont
$6.56K 100 – –
LCM
747
Logan Capital Management
Pennsylvania
$6.56K 100 – –
WPA
748
West Paces Advisors
Georgia
$6.56K 100 – –
WOSD
749
WFA of San Diego
California
$6.56K 100 +100 New
DAM
750
Delta Asset Management
Tennessee
$6.56K 100 +100 New
28 29
30
31 32