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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
$1.33B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.85B
3
Vanguard Group
Vanguard Group
Pennsylvania
$6.9B
4
State Street
State Street
Massachusetts
$2.9B
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$131M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$942M
2
Credit Agricole
Credit Agricole
France
$9.43M
3
CCM
Cullen Capital Management
New York
$451K
4
BlackRock
BlackRock
New York
$4.45B
5
Invesco
Invesco
Georgia
$666M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
751
Holloway Wealth Management
Florida
$24K – – –
NL
752
NVWM LLC
Pennsylvania
$24K – – –
EARNEST Partners
753
EARNEST Partners
Georgia
$24K – – –
WAS
754
Winch Advisory Services
Wisconsin
$23K – – –
MSFP
755
Mark Sheptoff Financial Planning
Connecticut
$22K – – –
RTC
756
Riverview Trust Company
Washington
$22K +$22K +230 New
TAIM
757
TD Ameritrade Investment Management
Nebraska
$21K – – –
FP
758
Financial Perspectives
Minnesota
$20.8K – – –
S
759
Surevest
California
$20K – – –
AFG
760
Albion Financial Group
Utah
$19K -$38.7K -407 -67%
BBHC
761
Brown Brothers Harriman & Co
New York
$19K -$26.3K -269 -58%
HPC
762
HM Payson & Co
Maine
$19K – – –
CC
763
Corsicana & Co
Texas
$19K – – –
CB
764
Community Bank
New York
$19K – – –
GTAM
765
Global Trust Asset Management
Florida
$19K – – –
SN
766
Sittner & Nelson
Oregon
$19K +$2.42K +25 +15%
ADL
767
Asset Dedication LLC
California
$18K – – –
AWM
768
Avior Wealth Management
Nebraska
$18K – – –
ME
769
McIlrath & Eck
Washington
$18K – – –
EWA
770
EverSource Wealth Advisors
Alabama
$18K +$4.14K +43 +30%
DFCM
771
Dark Forest Capital Management
Puerto Rico
$17K +$10.7K +116 +171%
BONH
772
Bank of New Hampshire
New Hampshire
$17K +$17K +182 New
BWA
773
BDO Wealth Advisors
Florida
$16K – – –
CNBTD
774
Citizens National Bank Trust Department
Mississippi
$15K – – –
IAS
775
IMA Advisory Services
Colorado
$15K – – –
29 30
31
32 33