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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
$1.04B
2
Deutsche Bank
Deutsche Bank
Germany
$353M
3
Invesco
Invesco
Georgia
$474M
4
Vanguard Group
Vanguard Group
Pennsylvania
$5.54B
5
Russell Investments Group
Russell Investments Group
United Kingdom
$239M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$3.18B
2
ZP
Zimmer Partners
New York
$55.6M
3
BC
Brookfield Corp
Ontario, Canada
$0
4
SO
STRS Ohio
Ohio
$44.9M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$1.68B
Name Holding Trade Value Shares
Change 		Shares
Change %
HB
751
Horizon Bancorp
Indiana
$2K -$13.5K -175 -87%
TAIM
752
TD Ameritrade Investment Management
Nebraska
$2K -$762 -8 -28%
MA
753
MCF Advisors
Kentucky
$1.72K – – –
TFM
754
TFC Financial Management
Massachusetts
$1.3K +$649 +9 +100%
CP
755
Castleview Partners
Texas
$1.29K +$1.29K +18 New
GWSG
756
GPS Wealth Strategies Group
Colorado
$1.22K +$1.22K +17 New
EBA
757
Eagle Bay Advisors
New York
$1.08K – – –
TFA
758
Transamerica Financial Advisors
Florida
$1K -$18K -18 -95%
ECM
759
Everence Capital Management
Indiana
$971 – – –
YDMI
760
Y.D. More Investments
Israel
$932 -$215 -3 -19%
CBT
761
Central Bank & Trust
Kentucky
$931 -$9.38K -131 -91%
HWP
762
Highline Wealth Partners
California
$717 – – –
BAAM
763
Baker Avenue Asset Management
California
$717 +$359 +5 +100%
RFG
764
RFP Financial Group
Georgia
$677 – – –
AssetMark Inc
765
AssetMark Inc
California
$502 +$502 +7 New
GFPC
766
Global Financial Private Client
Florida
$430 – – –
UFF
767
USA Financial Formulas
Michigan
$358 +$358 +5 New
BWM
768
Baystate Wealth Management
Massachusetts
$145 +$145 +2 New
BC
769
Brookfield Corp
Ontario, Canada
– -$80.2M -1,223,793 Closed
Alyeska Investment Group
770
Alyeska Investment Group
Illinois
– -$33.8M -515,417 Closed
Massachusetts Financial Services
771
Massachusetts Financial Services
Massachusetts
– -$21.9M -333,542 Closed
Point72 Asset Management
772
Point72 Asset Management
Connecticut
– -$21.1M -321,200 Closed
Renaissance Technologies
773
Renaissance Technologies
New York
– -$14M -213,963 Closed
Voloridge Investment Management
774
Voloridge Investment Management
Florida
– -$10.6M -161,307 Closed
Walleye Capital
775
Walleye Capital
New York
– -$10.2M -156,274 Closed
29 30
31
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