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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 %
MA
801
MCF Advisors
Kentucky
$1K – – –
TFA
802
Transamerica Financial Advisors
Florida
$1K +$1K +1 New
CAL
803
Capital Advisors Ltd
Ohio
$1K +$471 +8 +89%
MBFW
804
Morton Brown Family Wealth
Pennsylvania
$1K +$1K +12 New
GWSG
805
GPS Wealth Strategies Group
Colorado
$1K +$1K +17 New
WC
806
Wexford Capital
Florida
$609 -$215 -2,607 -26%
GFPC
807
Global Financial Private Client
Florida
$499 – – –
FSWA
808
Financial Synergies Wealth Advisors
Texas
$412 +$412 +5 New
MGIM
809
M&G Investment Management
United Kingdom
$242 -$2 -27 -0.9%
RDIA
810
RE Dickinson Investment Advisors
Iowa
$8 – – –
ACI
811
AMP Capital Investors
Australia
– -$124M -1,284,311 Closed
SCM
812
Sandler Capital Management
New York
– -$13.1M -136,026 Closed
ERSOT
813
Employees Retirement System of Texas
Texas
– -$8.27M -86,030 Closed
AWA
814
Aaron Wealth Advisors
Illinois
– -$859K -82,584 Closed
GC
815
Gillson Capital
Illinois
– -$7.07M -73,500 Closed
HCM
816
HGI Capital Management
New York
– -$6.17M -64,148 Closed
MSL
817
Mackay Shields LLC
New York
– -$6.01M -62,558 Closed
Wolverine Trading
818
Wolverine Trading
Illinois
– -$3.22M -32,910 Closed
JG
819
Jefferies Group
New York
– -$2.84M -29,500 Closed
FC
820
FORA Capital
Florida
– -$2.69M -27,477 Closed
BFM
821
Boothbay Fund Management
New York
– -$2.4M -24,922 Closed
XF
822
XML Financial
Maryland
– -$2.26M -23,508 Closed
VF
823
Virtu Financial
New York
– -$2.21M -22,997 Closed
BAM
824
Blueshift Asset Management
New Jersey
– -$2.21M -22,991 Closed
Simplex Trading
825
Simplex Trading
Illinois
– -$1.99M -20,701 Closed
31 32
33
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