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Welltower
WELL

Overview Fund Activity

926 hedge funds and large institutions have $49.1B invested in Welltower in 2023 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 367 increasing their positions, 261 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
926
Holders Change
+104
Holders Change %
+12.65%
% of All Funds
13.58%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.25%
New
157
Increased
367
Reduced
261
Closed
45
Calls
$168M
Puts
$78.2M
Net Calls
+$90.1M
Net Calls Change
+$21.5M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.34B
2
Morgan Stanley
2
Morgan Stanley
New York
$1.19B
3
BlackRock
3
BlackRock
New York
$5.25B
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$7.75B
5
State Street
5
State Street
Massachusetts
$3.21B

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.46B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.09B
3
Northern Trust
3
Northern Trust
Illinois
$495M
4
Boston Partners
4
Boston Partners
Massachusetts
$151M
5
Invesco
5
Invesco
Georgia
$688M
Name Holding Trade Value Shares
Change 		Shares
Change %
NSIM
801
North Star Investment Management
Illinois
$46.5K – – –
CAM
802
Creekmur Asset Management
Illinois
$45.5K +$45.5K +504 New
HPC
803
HM Payson & Co
Maine
$45.1K – – –
AFS
804
Annapolis Financial Services
Maryland
$45.1K – – –
CP
805
Castleview Partners
Texas
$45.1K +$42.5K +471 +1,624%
MCM
806
MidAtlantic Capital Management
Virginia
$45.1K +$45.1K +500 New
HGERS
807
Householder Group Estate & Retirement Specialist
Arizona
$45K – – –
ST
808
Smithfield Trust
Pennsylvania
$45K – – –
FWM
809
FSA Wealth Management
Massachusetts
$41K +$41K +453 New
PB
810
Pinnacle Bancorp
Nebraska
$40.6K – – –
ACA
811
Atlas Capital Advisors
Wyoming
$39.6K – – –
SIC
812
Salem Investment Counselors
North Carolina
$38.3K +$17.5K +194 +84%
AAP
813
Arax Advisory Partners
Colorado
$38.1K -$811 -9 -2%
CWM
814
Compass Wealth Management
Connecticut
$36.1K – – –
Kayne Anderson Rudnick Investment Management
815
Kayne Anderson Rudnick Investment Management
California
$35.9K -$1.23M -13,668 -97%
SA
816
Scarborough Advisors
Maryland
$35.1K +$35.1K +389 New
SS
817
Sunbelt Securities
Texas
$31.6K +$181 +2 +0.6%
SCM
818
Silvant Capital Management
Georgia
$31.4K – – –
FCA
819
FinTrust Capital Advisors
South Carolina
$30.8K – – –
PSB
820
Piscataqua Savings Bank
New Hampshire
$30.5K – – –
WFA
821
West Financial Advisors
Iowa
$28.9K – – –
FFA
822
First Foundation Advisors
California
$27.3K +$27.3K +303 New
JFA
823
JNBA Financial Advisors
Minnesota
$27.1K – – –
BIA
824
Bell Investment Advisors
California
$26.2K -$1.44K -16 -5%
BBHC
825
Brown Brothers Harriman & Co
New York
$25.6K -$8.75K -97 -25%
31 32
33
34 35