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Welltower
WELL

Overview Fund Activity

842 hedge funds and large institutions have $42.1B invested in Welltower in 2022 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 310 increasing their positions, 277 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
842
Holders Change
+40
Holders Change %
+4.99%
% of All Funds
13.32%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.27%
New
104
Increased
310
Reduced
277
Closed
52
Calls
$140M
Puts
$117M
Net Calls
+$22.4M
Net Calls Change
+$41.1M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.33B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.85B
3
Vanguard Group
Vanguard Group
Pennsylvania
$6.9B
4
State Street
State Street
Massachusetts
$2.9B
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$131M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$942M
2
Credit Agricole
Credit Agricole
France
$9.43M
3
CCM
Cullen Capital Management
New York
$451K
4
BlackRock
BlackRock
New York
$4.45B
5
Invesco
Invesco
Georgia
$666M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWA
826
Lenox Wealth Advisors
New York
$2K +$762 +8 +62%
AA
827
Addison Advisors
Vermont
$2K +$696 +8 +53%
GKIM
828
GW&K Investment Management
Massachusetts
$2K +$2K +24 New
AssetMark Inc
829
AssetMark Inc
California
$1K -$273K -2,454 -100%
CWC
830
Carolinas Wealth Consulting
North Carolina
$1K -$27.8K -334 -97%
BA
831
Bivin & Associates
Oklahoma
$1K – – –
CWP
832
Concord Wealth Partners
Virginia
$1K – – –
TFM
833
TFC Financial Management
Massachusetts
$1K – – –
CAL
834
Capital Advisors Ltd
Ohio
$1K +$333 +3 +50%
GA
835
GoalVest Advisory
New York
$1K +$1K +10 New
MA
836
MCF Advisors
Kentucky
$1K +$1K +14 New
WC
837
Wexford Capital
Florida
$962 +$674 +7,007 +234%
GFPC
838
Global Financial Private Client
Florida
$587 – – –
MGIM
839
M&G Investment Management
United Kingdom
$286 – – –
CA
840
Capitolis Advisors
New York
– -$70M -815,720 Closed
TFA
841
Tobias Financial Advisors
Florida
– -$44.6M -520,205 Closed
RGREA
842
Ranger Global Real Estate Advisors
Colorado
– -$25.5M -297,501 Closed
AG
843
Ascent Group
Virginia
– -$4.89M -55,821 Closed
SM
844
SG3 Management
Puerto Rico
– -$4.51M -52,553 Closed
TC
845
TwinBeech Capital
New York
– -$2.23M -26,040 Closed
FA
846
FDx Advisors
Illinois
– -$2.02M -23,540 Closed
MFS
847
Mirabella Financial Services
United Kingdom
– -$1.54M -18,000 Closed
EGM
848
Engineers Gate Manager
New York
– -$1.13M -13,118 Closed
AI
849
Atria Investments
North Carolina
– -$1.01M -11,792 Closed
SAM
850
Silvercrest Asset Management
New York
– -$988K -11,520 Closed
32 33
34
35 36