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Welltower
WELL

Overview Fund Activity

813 hedge funds and large institutions have $37.3B invested in Welltower in 2022 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 314 increasing their positions, 257 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
813
Holders Change
-29
Holders Change %
-3.44%
% of All Funds
13.75%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.3%
New
73
Increased
314
Reduced
257
Closed
89
Calls
$151M
Puts
$137M
Net Calls
+$13.5M
Net Calls Change
-$8.98M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.48B
2
BlackRock
2
BlackRock
New York
$4.11B
3
MSE
3
MUFG Securities EMEA
United Kingdom
$251M
4
Bank of America
4
Bank of America
North Carolina
$354M
5
Morgan Stanley
5
Morgan Stanley
New York
$528M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$2.81B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$760M
3
American Century Companies
3
American Century Companies
Missouri
$103M
4
Deutsche Bank
4
Deutsche Bank
Germany
$385M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$9.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
776
Sierra Capital
Florida
$5K – – –
CTB
777
Country Trust Bank
Illinois
$5K – – –
CI Investments Inc
778
CI Investments Inc
Ontario, Canada
$5K +$446 +5 +10%
ETI
779
Enterprise Trust & Investment
California
$5K +$5K +63 New
ECM
780
Estabrook Capital Management
New York
$4.94K – – –
HR
781
Howe & Rusling
New York
$4K -$1.02K -11 -20%
IFAM
782
Institutional & Family Asset Management
Colorado
$4K – – –
CPFP
783
Clear Perspectives Financial Planning
Ohio
$4K – – –
LF
784
Lee Financial
Texas
$4K – – –
HS
785
Horan Securities
United States
$4K +$4K +45 New
SC
786
SouthState Corp
Florida
$4K +$4K +46 New
BRWM
787
B. Riley Wealth Management
Tennessee
$3.05K -$2.28K -27,699 -43%
BWM
788
BerganKDV Wealth Management
Minnesota
$3K -$77 -1 -3%
AWM
789
Atticus Wealth Management
Florida
$3K – – –
KFP
790
KB Financial Partners
New Jersey
$3K – – –
PGAM
791
Princeton Global Asset Management
New Jersey
$3K – – –
PP
792
Pacifica Partners
Canada
$3K – – –
CWA
793
Clearview Wealth Advisors
Oregon
$3K – – –
GKIM
794
GW&K Investment Management
Massachusetts
$3K +$818 +9 +38%
TAIM
795
TD Ameritrade Investment Management
Nebraska
$2K -$12.9K -187 -87%
ANBT
796
American National Bank & Trust
Texas
$2K – – –
AA
797
Addison Advisors
Vermont
$2K +$231 +3 +13%
EBA
798
Eagle Bay Advisors
New York
$1.24K +$1.24K +15 New
TFM
799
TFC Financial Management
Massachusetts
$1K – – –
CWC
800
Carolinas Wealth Consulting
North Carolina
$1K – – –
30 31
32
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