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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 %
LPWM
776
Lake Point Wealth Management
Texas
$15K – – –
BAM
777
Bellevue Asset Management
Washington
$15K +$96 +1 +0.6%
FCA
778
FinTrust Capital Advisors
South Carolina
$15K +$3.06K +32 +26%
CT
779
Cambridge Trust
Massachusetts
$14K -$7.93K -85 -36%
CA
780
Centerpoint Advisors
Massachusetts
$14K – – –
MW
781
Milestone Wealth
New York
$14K – – –
HBW
782
Hazlett, Burt & Watson
West Virginia
$14K +$14K +142 New
SWM
783
Selective Wealth Management
Virginia
$13K -$27.9K -300 -68%
CFFP
784
Center for Financial Planning
Michigan
$13K – – –
CSB
785
City State Bank
Iowa
$13K – – –
TWA
786
TCI Wealth Advisors
Arizona
$12K – – –
MRCM
787
M&R Capital Management
New Jersey
$12K – – –
WWM
788
Wolff Wiese Magana
California
$12K – – –
HWMA
789
Heritage Wealth Management (Arizona)
Arizona
$12K +$12K +120 New
IRC
790
Investors Research Corp
Georgia
$11K -$12.8K -135 -54%
PFA
791
Professional Financial Advisors
Nebraska
$11K – – –
CAC
792
Core Alternative Capital
Georgia
$11K +$474 +5 +5%
WPA
793
West Paces Advisors
Georgia
$10.6K +$961 +10 +10%
TAM
794
Tucker Asset Management
Colorado
$10.2K – – –
LCM
795
Logan Capital Management
Pennsylvania
$10K -$3.5K -35 -26%
RDIA
796
RE Dickinson Investment Advisors
Iowa
$10K – – –
MA
797
Montag & Associates
Georgia
$9K – – –
AIP
798
Ahrens Investment Partners
Louisiana
$8K – – –
PWMG
799
Prestige Wealth Management Group
New Jersey
$7K – – –
QC
800
Quent Capital
New York
$7K – – –
30 31
32
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