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Welltower
WELL

Overview Fund Activity

795 hedge funds and large institutions have $30.5B invested in Welltower in 2022 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 297 increasing their positions, 268 reducing their positions, and 63 closing their positions.

Holders
795
Holders Change
+14
Holders Change %
+1.79%
% of All Funds
12.83%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.29%
New
99
Increased
297
Reduced
268
Closed
63
Calls
$72.1M
Puts
$191M
Net Calls
-$119M
Net Calls Change
-$75.7M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$3.12B
2
Capital International Investors
2
Capital International Investors
California
$228M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$671M
4
Daiwa Securities Group
4
Daiwa Securities Group
Japan
$669M
5
CIM
5
Centersquare Investment Management
Pennsylvania
$311M

Top Sellers

1
MSE
1
MUFG Securities EMEA
United Kingdom
$0
2
RC
2
Resolution Capital
Australia
$350M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.58B
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$21.9M
5
Bank of America
5
Bank of America
North Carolina
$175M
Name Market Value Shares Shares
Change 		Shares
Change %
JFGIW
776
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.77K 27 – –
MA
777
MCF Advisors
Kentucky
$1.57K 24 +10 +71%
RFS
778
Retirement Financial Solutions
Tennessee
$1.57K 24 +24 New
CWC
779
Carolinas Wealth Consulting
North Carolina
$1.44K 22 +12 +120%
YDMI
780
Y.D. More Investments
Israel
$1.05K 16 +16 New
ANBT
781
American National Bank & Trust
Texas
$1K 15 -28 -65%
EBA
782
Eagle Bay Advisors
New York
$983 15 – –
ECM
783
Everence Capital Management
Indiana
$888 13,540 +4,440 +49%
IAA
784
Independent Advisor Alliance
North Carolina
$661 10,091 -2,000 -17%
HWP
785
Highline Wealth Partners
California
$656 10 +6 +150%
RFG
786
RFP Financial Group
Georgia
$619 9 +9 New
TFM
787
TFC Financial Management
Massachusetts
$595 9 -9 -50%
MPCL
788
My Personal CFO LLC
Washington
$590 9 +9 New
FA
789
Fiduciary Alliance
South Carolina
$590 9 +9 New
GFPC
790
Global Financial Private Client
Florida
$393 6 – –
AA
791
Addison Advisors
Vermont
$393 6 – –
BAAM
792
Baker Avenue Asset Management
California
$328 5 +5 New
LF
793
Lee Financial
Texas
$262 4 -43 -91%
CMP
794
Coston McIsaac & Partners
Maine
$7 115 +1 +0.9%
MSE
795
MUFG Securities EMEA
United Kingdom
– – -3,051,525 Closed
Qube Research & Technologies (QRT)
796
Qube Research & Technologies (QRT)
United Kingdom
– – -464,281 Closed
UOC
797
UBS O'Connor
Illinois
– – -238,217 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
798
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– – -225,729 Closed
CC
799
Cannell & Co
New York
– – -134,505 Closed
WorldQuant Millennium Advisors
800
WorldQuant Millennium Advisors
New York
– – -97,292 Closed
30 31
32
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