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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 %
VHAM
801
Van Hulzen Asset Management
California
– -$255K -3,100 Closed
OTL
802
Oak Thistle LLC
New York
– -$255K -3,092 Closed
LOAMS
803
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$252K -3,056 Closed
IA
804
IFG Advisory
Georgia
– -$250K -3,046 Closed
MW
805
Marcum Wealth
Ohio
– -$251K -3,045 Closed
S
806
Schroders
United Kingdom
– -$246K -2,994 Closed
SCM
807
Shelton Capital Management
Colorado
– -$246K -2,992 Closed
KFGK
808
Keystone Financial Group (Kentucky)
Kentucky
– -$244K -2,966 Closed
CCB
809
Cutter & Co Brokerage
Missouri
– -$243K -2,956 Closed
FAFN
810
First Affirmative Financial Network
Colorado
– -$240K -2,920 Closed
CC
811
Commons Capital
Massachusetts
– -$240K -2,912 Closed
KFS
812
Kurt F. Somerville
– -$239K -2,900 Closed
HAIM
813
Hunter Associates Investment Management
Pennsylvania
– -$237K -2,895 Closed
DWT
814
Dorsey & Whitney Trust
South Dakota
– -$233K -2,837 Closed
NP
815
Ninepoint Partners
Ontario, Canada
– -$231K -2,807 Closed
BPFA
816
Barnes Pettey Financial Advisors
Mississippi
– -$231K -2,802 Closed
AAS
817
Ameritas Advisory Services
Nebraska
– -$224K -2,715 Closed
MSAM
818
Moloney Securities Asset Management
Missouri
– -$222K -2,702 Closed
ONB
819
Old National Bancorp
Indiana
– -$222K -2,701 Closed
JWCA
820
J.W. Cole Advisors
Florida
– -$217K -2,630 Closed
CA
821
CoreCap Advisors
Michigan
– -$212K -2,579 Closed
SP
822
Symmetry Partners
Connecticut
– -$211K -2,566 Closed
AC
823
AlphaCore Capital
California
– -$211K -2,560 Closed
WBG
824
Wharton Business Group
Pennsylvania
– -$210K -2,555 Closed
SIA
825
Schechter Investment Advisors
Michigan
– -$209K -2,545 Closed
31 32
33
34 35