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Welltower
WELL

Overview Fund Activity

781 hedge funds and large institutions have $29.9B invested in Welltower in 2022 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 324 increasing their positions, 239 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
781
Holders Change
-32
Holders Change %
-3.94%
% of All Funds
13.51%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.24%
New
62
Increased
324
Reduced
239
Closed
83
Calls
$77.6M
Puts
$120M
Net Calls
-$42.8M
Net Calls Change
-$56.3M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.67B
2
Cohen & Steers
Cohen & Steers
New York
$2.58B
3
Principal Financial Group
Principal Financial Group
Iowa
$440M
4
Vanguard Group
Vanguard Group
Pennsylvania
$4.79B
5
Daiwa Securities Group
Daiwa Securities Group
Japan
$551M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$999M
2
Deutsche Bank
Deutsche Bank
Germany
$87.8M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$429M
4
Invesco
Invesco
Georgia
$385M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$332M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWP
776
Highline Wealth Partners
California
$257 +$257 +4 New
MOS
777
MGO One Seven
Ohio
$253 -$12 -182 -4%
SIG
778
Senator Investment Group
New York
– -$57.6M -700,000 Closed
GA
779
GRS Advisors
Illinois
– -$14.5M -175,572 Closed
RCAP
780
Resolute Capital Asset Partners
Colorado
– -$10.7M -129,785 Closed
IG
781
ING Group
Netherlands
– -$7.13M -86,596 Closed
MSRPS
782
Maryland State Retirement & Pension System
Maryland
– -$2.88M -34,989 Closed
NIMI
783
Natixis Investment Managers International
France
– -$2.48M -30,109 Closed
WG
784
Winton Group
United Kingdom
– -$1.83M -22,271 Closed
JAM
785
Jupiter Asset Management
United Kingdom
– -$1.15M -14,014 Closed
AI
786
Atria Investments
North Carolina
– -$1.1M -13,388 Closed
HFA
787
Harbert Fund Advisors
Alabama
– -$561K -6,815 Closed
EWA
788
EP Wealth Advisors
California
– -$538K -6,527 Closed
SIAG
789
Safeguard Investment Advisory Group
California
– -$623K -6,484 Closed
DCM
790
Donaldson Capital Management
Indiana
– -$500K -6,078 Closed
LK
791
Lumbard & Kellner
New Hampshire
– -$453K -5,496 Closed
SICM
792
Sustainable Insight Capital Management
New York
– -$360K -4,300 Closed
AWM
793
Accurate Wealth Management
Florida
– -$307K -3,727 Closed
CI
794
Conning Inc
Connecticut
– -$289K -3,506 Closed
RIA
795
Regal Investment Advisors
Michigan
– -$281K -3,416 Closed
9WM
796
9258 Wealth Management
Ohio
– -$274K -3,330 Closed
ST
797
Sabal Trust
Florida
– -$266K -3,226 Closed
SG
798
Stonnington Group
California
– -$262K -3,200 Closed
FNBT
799
FineMark National Bank & Trust
Florida
– -$263K -3,190 Closed
HT
800
Heritage Trust
Oklahoma
– -$262K -3,182 Closed
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