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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 %
TFA
751
Toth Financial Advisory
Virginia
$10.8K +$10.8K +134 New
CFFP
752
Center for Financial Planning
Michigan
$10.8K – – –
WWM
753
Wolff Wiese Magana
California
$10.4K – – –
FCA
754
FinTrust Capital Advisors
South Carolina
$10.3K – – –
AWM
755
Avior Wealth Management
Nebraska
$9.91K +$81 +1 +0.8%
WPA
756
West Paces Advisors
Georgia
$9.46K – – –
IRC
757
Investors Research Corp
Georgia
$9.38K – – –
HWM
758
Horizons Wealth Management
North Carolina
$9.21K +$9.21K +114 New
CMP
759
Coston McIsaac & Partners
Maine
$9K – – –
AWM
760
Abound Wealth Management
Tennessee
$8.75K +$3.56K +44 +69%
NC
761
NewSquare Capital
Pennsylvania
$8.74K – – –
TAM
762
Tucker Asset Management
Colorado
$8.57K – – –
WTG
763
West Tower Group
Virginia
$8.57K +$8.57K +106 New
PFG
764
Piershale Financial Group
Illinois
$8.49K – – –
LCM
765
Logan Capital Management
Pennsylvania
$8.09K – – –
BC
766
Barrett & Company
Rhode Island
$8.09K – – –
TCOV
767
Trust Company of Vermont
Vermont
$8.09K – – –
DAM
768
Delta Asset Management
Tennessee
$8.09K – – –
MTIC
769
Missouri Trust & Investment Company
Missouri
$8.09K +$8.09K +100 New
KC
770
Kenfarb & Co
Kentucky
$8.09K – – –
RDIA
771
RE Dickinson Investment Advisors
Iowa
$8K – – –
MA
772
Montag & Associates
Georgia
$7.44K – – –
CNBTD
773
Citizens National Bank Trust Department
Mississippi
$6.71K – – –
RTL
774
Red Tortoise LLC
Georgia
$6.55K – – –
PWMG
775
Prestige Wealth Management Group
New Jersey
$6.31K – – –
29 30
31
32 33