WELL icon

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 %
AAG
726
Armstrong Advisory Group
Massachusetts
$16.3K – – –
GTAM
727
Global Trust Asset Management
Florida
$16.2K – – –
TCPG
728
Trivant Custom Portfolio Group
California
$16.2K – – –
MCM
729
Manchester Capital Management
Vermont
$15.6K -$1.38K -17 -8%
ME
730
McIlrath & Eck
Washington
$14.9K – – –
BONH
731
Bank of New Hampshire
New Hampshire
$14.7K – – –
MCA
732
Maryland Capital Advisors
Maryland
$14.3K – – –
SIS
733
Sound Income Strategies
Florida
$14.2K – – –
SN
734
Sittner & Nelson
Oregon
$13.8K – – –
JWM
735
Janiczek Wealth Management
Colorado
$13.4K – – –
BAM
736
Bellevue Asset Management
Washington
$13.2K +$81 +1 +0.6%
IAS
737
IMA Advisory Services
Colorado
$12.5K – – –
WTA
738
Washington Trust Advisors
Massachusetts
$12.1K – – –
CT
739
Cambridge Trust
Massachusetts
$12.1K – – –
ADL
740
Asset Dedication LLC
California
$12K -$4.85K -57 -29%
CAL
741
Capital Advisors Ltd
Ohio
$12K +$11.6K +144 +2,880%
PPC
742
Park Place Capital
Alabama
$11.7K -$2.67K -33 -19%
PIAS
743
PCA Investment Advisory Services
Ohio
$11.2K +$11.2K +138 New
CWP
744
Concord Wealth Partners
Virginia
$11.2K +$81 +1 +0.7%
EWM
745
Evermay Wealth Management
Virginia
$11.1K – – –
HBW
746
Hazlett, Burt & Watson
West Virginia
$11K -$775 -10 -7%
FMP
747
Financial Management Professionals
Texas
$11K +$1.19K +15 +12%
GKIM
748
GW&K Investment Management
Massachusetts
$11K +$10.8K +132 +4,400%
AFG
749
Albion Financial Group
Utah
$10.9K – – –
MRCM
750
M&R Capital Management
New Jersey
$10.9K – – –
28 29
30
31 32