WELL icon

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 %
KC
751
Kenfarb & Co
Kentucky
$6.55K 100 – –
TCOT
752
Trust Company of Toledo
Ohio
$6.05K 92,346 -424 -0.5%
MA
753
Montag & Associates
Georgia
$6.03K 92 – –
RTL
754
Red Tortoise LLC
Georgia
$5.31K 81 +81 New
FGAM
755
Financial Gravity Asset Management
Texas
$5.22K 66 +66 New
PWMG
756
Prestige Wealth Management Group
New Jersey
$5.11K 78 – –
CNBTD
757
Citizens National Bank Trust Department
Mississippi
$5K 83 -79 -49%
CYG
758
Clean Yield Group
Vermont
$4.13K 63 – –
FMP
759
Financial Management Professionals
Texas
$4K 59 -98 -62%
FRA
760
Front Row Advisors
California
$4K 58 – –
SC
761
Sierra Capital
Florida
$4K 55 – –
ECM
762
Estabrook Capital Management
New York
$3.93K 60 – –
CTB
763
Country Trust Bank
Illinois
$3.61K 55 – –
First Manhattan
764
First Manhattan
New York
$3.54K 54 +54 New
TWA
765
TCI Wealth Advisors
Arizona
$3.02K 46 -50 -52%
KFP
766
KB Financial Partners
New Jersey
$3K 40 – –
CWA
767
Clearview Wealth Advisors
Oregon
$2.75K 42 – –
AWM
768
Abound Wealth Management
Tennessee
$2.69K 41 +8 +24%
BWM
769
BerganKDV Wealth Management
Minnesota
$2.5K 38 -13 -25%
NECFA
770
New England Capital Financial Advisors
Connecticut
$2.48K 34 +34 New
MFT
771
Moisand Fitzgerald Tamayo
Florida
$2.43K 37 +15 +68%
Lazard Asset Management
772
Lazard Asset Management
New York
$2K 45 -246 -85%
TAIM
773
TD Ameritrade Investment Management
Nebraska
$2K 29 – –
PGAM
774
Princeton Global Asset Management
New Jersey
$2K 37 – –
TFA
775
Transamerica Financial Advisors
Florida
$2K 19 +18 +1,800%
29 30
31
32 33