WELL icon

Welltower
WELL

Overview Fund Activity

771 hedge funds and large institutions have $34.4B invested in Welltower in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 283 increasing their positions, 262 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
771
Holders Change
-24
Holders Change %
-3.02%
% of All Funds
12.34%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.26%
New
67
Increased
283
Reduced
262
Closed
71
Calls
$90.7M
Puts
$54.7M
Net Calls
+$36M
Net Calls Change
+$155M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$796M
2
Deutsche Bank
Deutsche Bank
Germany
+$286M
3
Invesco
Invesco
Georgia
+$146M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$112M
5
Russell Investments Group
Russell Investments Group
United Kingdom
+$84.3M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$231M
2
ZP
Zimmer Partners
New York
-$219M
3
BC
Brookfield Corp
Ontario, Canada
-$80.2M
4
SO
STRS Ohio
Ohio
-$46.1M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$45.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFG
726
Piershale Financial Group
Illinois
$7.53K – – –
KC
727
Kenfarb & Co
Kentucky
$7.17K – – –
DAM
728
Delta Asset Management
Tennessee
$7.17K – – –
BC
729
Barrett & Company
Rhode Island
$7.17K – – –
LCM
730
Logan Capital Management
Pennsylvania
$7.17K – – –
TCOV
731
Trust Company of Vermont
Vermont
$7.17K – – –
RDIA
732
RE Dickinson Investment Advisors
Iowa
$7K – – –
MA
733
Montag & Associates
Georgia
$6.6K – – –
AIP
734
Ahrens Investment Partners
Louisiana
$6.24K +$6.24K +87 New
CNBTD
735
Citizens National Bank Trust Department
Mississippi
$5.95K – – –
RTL
736
Red Tortoise LLC
Georgia
$5.81K – – –
PWMG
737
Prestige Wealth Management Group
New Jersey
$5.59K – – –
RCM
738
Rain Capital Management
Oregon
$5.38K +$5.38K +75 New
AWM
739
Abound Wealth Management
Tennessee
$4.59K +$1.65K +23 +56%
CYG
740
Clean Yield Group
Vermont
$4.52K – – –
TWA
741
TCI Wealth Advisors
Arizona
$4.09K +$789 +11 +24%
FRA
742
Front Row Advisors
California
$4K – – –
CWA
743
Clearview Wealth Advisors
Oregon
$3.01K – – –
KFP
744
KB Financial Partners
New Jersey
$3K – – –
BWM
745
BerganKDV Wealth Management
Minnesota
$2.74K – – –
MFT
746
Moisand Fitzgerald Tamayo
Florida
$2.65K – – –
PGAM
747
Princeton Global Asset Management
New Jersey
$2.65K – – –
BWS
748
Buck Wealth Strategies
Colorado
$2.51K +$2.51K +35 New
NECFA
749
New England Capital Financial Advisors
Connecticut
$2.44K – – –
CWC
750
Carolinas Wealth Consulting
North Carolina
$2.08K +$502 +7 +32%
28 29
30
31 32