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Welltower
WELL

Overview Fund Activity

822 hedge funds and large institutions have $42B invested in Welltower in 2023 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 331 increasing their positions, 257 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
822
Holders Change
+15
Holders Change %
+1.86%
% of All Funds
13.11%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.26%
New
69
Increased
331
Reduced
257
Closed
47
Calls
$120M
Puts
$51.2M
Net Calls
+$68.6M
Net Calls Change
-$23.5M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$2.23B
2
Cohen & Steers
2
Cohen & Steers
New York
$3.34B
3
Principal Financial Group
3
Principal Financial Group
Iowa
$1.06B
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$6.62B
5
Invesco
5
Invesco
Georgia
$695M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$455M
2
Deutsche Bank
2
Deutsche Bank
Germany
$349M
3
BlackRock
3
BlackRock
New York
$4.31B
4
ZP
4
Zimmer Partners
New York
$0
5
HS
5
Hazelview Securities
Ontario, Canada
$18.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
NECFA
801
New England Capital Financial Advisors
Connecticut
$2.79K – – –
CWC
802
Carolinas Wealth Consulting
North Carolina
$2.43K – – –
CP
803
Castleview Partners
Texas
$2.38K – – –
HB
804
Horizon Bancorp
Indiana
$2K – – –
TFM
805
TFC Financial Management
Massachusetts
$1.81K – – –
FSWA
806
Financial Synergies Wealth Advisors
Texas
$1.56K +$1.56K +19 New
GWSG
807
GPS Wealth Strategies Group
Colorado
$1.39K – – –
ECM
808
Everence Capital Management
Indiana
$1.11K – – –
TFA
809
Transamerica Financial Advisors
Florida
$1K – – –
AW
810
Avion Wealth
Texas
$1K +$414 +12 +71%
HWP
811
Highline Wealth Partners
California
$819 – – –
RFG
812
RFP Financial Group
Georgia
$773 – – –
PCTC
813
Perkins Coie Trust Company
Washington
$654 +$654 +8 New
VCM
814
Versant Capital Management
Arizona
$573 – – –
BAAM
815
Baker Avenue Asset Management
California
$573 +$164 +2 +40%
GFPC
816
Global Financial Private Client
Florida
$490 – – –
TIM
817
Tortoise Investment Management
New York
$410 +$410 +5 New
HWA
818
Heritage Wealth Advisors
Virginia
$328 +$328 +4 New
BFA
819
BBJS Financial Advisors
Washington
$230 -$77 -1 -25%
BWM
820
Baystate Wealth Management
Massachusetts
$168 – – –
ZP
821
Zimmer Partners
New York
– -$40.4M -500,000 Closed
E
822
Ergoteles
New York
– -$4.81M -59,419 Closed
HCM
823
HGI Capital Management
New York
– -$4.25M -52,541 Closed
AC
824
Allstate Corporation
Illinois
– -$3.85M -47,624 Closed
MWM
825
Moran Wealth Management
Florida
– -$3.83M -47,363 Closed
31 32
33
34 35