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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 %
GFPC
801
Global Financial Private Client
Florida
$489 – – –
BAAM
802
Baker Avenue Asset Management
California
$404 -$404 -5 -50%
UFF
803
USA Financial Formulas
Michigan
$404 – – –
BFA
804
BBJS Financial Advisors
Washington
$344 -$766K -8,904 -100%
BWM
805
Baystate Wealth Management
Massachusetts
$164 – – –
CA
806
Crewe Advisors
Utah
$162 +$162 +2 New
SSA
807
Schonfeld Strategic Advisors
New York
– -$17M -237,581 Closed
RGREA
808
Ranger Global Real Estate Advisors
Colorado
– -$9.84M -137,272 Closed
JPMPWA
809
J.P. Morgan Private Wealth Advisors
California
– -$7.38M -102,889 Closed
Connor, Clark & Lunn Investment Management (CC&L)
810
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$3.17M -44,176 Closed
Walleye Trading
811
Walleye Trading
New York
– -$2.98M -41,546 Closed
BFM
812
Boothbay Fund Management
New York
– -$2.54M -35,373 Closed
CCM
813
Cinctive Capital Management
New York
– -$1.99M -27,707 Closed
DEA
814
DoubleLine ETF Adviser
Florida
– -$1.7M -23,739 Closed
ETH
815
Exos TFP Holdings
New York
– -$822K -11,473 Closed
LA
816
LBP AM
France
– -$755K -10,529 Closed
MHS
817
M Holdings Securities
Oregon
– -$698K -9,741 Closed
DZ Bank
818
DZ Bank
Germany
– -$633K -8,834 Closed
GCM
819
Greenland Capital Management
New York
– -$552K -7,705 Closed
OTL
820
Oak Thistle LLC
New York
– -$535K -7,458 Closed
USCWA
821
U.S. Capital Wealth Advisors
Texas
– -$450K -6,278 Closed
FCM
822
FJ Capital Management
Virginia
– -$401K -5,592 Closed
FHB
823
First Hawaiian Bank
Hawaii
– -$369K -5,147 Closed
CSS
824
Cubist Systematic Strategies
Connecticut
– -$343K -4,783 Closed
WEG
825
World Equity Group
Illinois
– -$418K -4,604 Closed
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