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Welltower
WELL

Overview Fund Activity

771 hedge funds and large institutions have $34.4B invested in Welltower in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 283 increasing their positions, 262 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
771
Holders Change
-24
Holders Change %
-3.02%
% of All Funds
12.34%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.26%
New
67
Increased
283
Reduced
262
Closed
71
Calls
$90.7M
Puts
$54.7M
Net Calls
+$36M
Net Calls Change
+$155M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$1.04B
2
Deutsche Bank
Deutsche Bank
Germany
$353M
3
Invesco
Invesco
Georgia
$474M
4
Vanguard Group
Vanguard Group
Pennsylvania
$5.54B
5
Russell Investments Group
Russell Investments Group
United Kingdom
$239M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$3.18B
2
ZP
Zimmer Partners
New York
$55.6M
3
BC
Brookfield Corp
Ontario, Canada
$0
4
SO
STRS Ohio
Ohio
$44.9M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$1.68B
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
801
Freedom Investment Management
Connecticut
– -$337K -5,144 Closed
VI
802
Versor Investments
New York
– -$326K -4,975 Closed
WAM
803
Wolverine Asset Management
Illinois
– -$323K -4,925 Closed
MM
804
MQS Management
New York
– -$315K -4,799 Closed
GTCM
805
Gyon Technologies Capital Management
New Jersey
– -$298K -4,549 Closed
EP
806
Edgestream Partners
New Jersey
– -$264K -4,034 Closed
LOAMS
807
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$206K -3,149 Closed
AIA
808
Armor Investment Advisors
North Carolina
– -$206K -3,145 Closed
AI
809
Atom Investors
Texas
– -$204K -3,108 Closed
TSS
810
Two Sigma Securities
New York
– -$203K -3,100 Closed
SVWAG
811
Sound View Wealth Advisors Group
Georgia
– -$214K -2,376 Closed
CS
812
Comerica Securities
Michigan
– -$144K -2,201 Closed
AWM
813
Accurate Wealth Management
Florida
– -$149K -2,154 Closed
GMA
814
Glassy Mountain Advisors
Maryland
– -$92.8K -1,416 Closed
SIM
815
Sentry Investment Management
Wisconsin
– -$48K -732 Closed
ACM
816
Antonetti Capital Management
Florida
– -$45.6K -695 Closed
MSCM
817
McElhenny Sheffield Capital Management
Texas
– -$39.3K -600 Closed
PFC
818
Phocas Financial Corp
California
– -$27.9K -425 Closed
AWM
819
Activest Wealth Management
Florida
– -$22.3K -340 Closed
RFA
820
Resurgent Financial Advisors
Georgia
– -$22K -335 Closed
HWA
821
Heritage Wealth Advisors
Virginia
– -$21.6K -330 Closed
EE
822
EWG Elevate
California
– -$20.1K -306 Closed
LFG
823
Larson Financial Group
Missouri
– -$19.7K -300 Closed
CAS
824
Coppell Advisory Solutions
Texas
– -$19.7K -300 Closed
CASC
825
Coppell Advisory Solutions Corp
Texas
– -$19.7K -300 Closed
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