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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 %
FRA
776
Front Row Advisors
California
$5K – – –
HT
777
Headlands Technologies
Illinois
$4.37K +$4.37K +54 New
CWA
778
Clearview Wealth Advisors
Oregon
$3.4K – – –
SVCP
779
Silicon Valley Capital Partners
California
$3.24K +$3.24K +40 New
KFP
780
KB Financial Partners
New Jersey
$3K – – –
MFT
781
Moisand Fitzgerald Tamayo
Florida
$2.99K – – –
PGAM
782
Princeton Global Asset Management
New Jersey
$2.99K – – –
BWS
783
Buck Wealth Strategies
Colorado
$2.85K – – –
LF
784
Lee Financial
Texas
$2.83K +$2.83K +35 New
NECFA
785
New England Capital Financial Advisors
Connecticut
$2.75K – – –
CWC
786
Carolinas Wealth Consulting
North Carolina
$2.35K – – –
CP
787
Castleview Partners
Texas
$2.35K +$890 +11 +61%
HB
788
Horizon Bancorp
Indiana
$2K – – –
TAIM
789
TD Ameritrade Investment Management
Nebraska
$2K +$444 +6 +29%
MA
790
MCF Advisors
Kentucky
$1.94K – – –
TFM
791
TFC Financial Management
Massachusetts
$1.79K +$325 +4 +22%
GWSG
792
GPS Wealth Strategies Group
Colorado
$1.38K – – –
EBA
793
Eagle Bay Advisors
New York
$1.21K – – –
YDMI
794
Y.D. More Investments
Israel
$1.05K – – –
TFA
795
Transamerica Financial Advisors
Florida
$1K – – –
SF
796
Safeguard Financial
Wisconsin
$1K +$1K +6 New
HWP
797
Highline Wealth Partners
California
$809 – – –
RFG
798
RFP Financial Group
Georgia
$764 – – –
FA
799
Fiduciary Alliance
South Carolina
$728 +$728 +9 New
VCM
800
Versant Capital Management
Arizona
$566 +$566 +7 New
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32
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