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Welltower
WELL

Overview Fund Activity

813 hedge funds and large institutions have $37.3B invested in Welltower in 2022 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 314 increasing their positions, 257 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
813
Holders Change
-29
Holders Change %
-3.44%
% of All Funds
13.75%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.3%
New
73
Increased
314
Reduced
257
Closed
89
Calls
$151M
Puts
$137M
Net Calls
+$13.5M
Net Calls Change
-$8.98M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.48B
2
BlackRock
2
BlackRock
New York
$4.11B
3
MSE
3
MUFG Securities EMEA
United Kingdom
$251M
4
Bank of America
4
Bank of America
North Carolina
$354M
5
Morgan Stanley
5
Morgan Stanley
New York
$528M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$2.81B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$760M
3
American Century Companies
3
American Century Companies
Missouri
$103M
4
Deutsche Bank
4
Deutsche Bank
Germany
$385M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$9.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
826
AIA Group
Hong Kong
– -$1.85M -19,263 Closed
BCM
827
Bayesian Capital Management
New York
– -$1.8M -18,700 Closed
FWIA
828
Fort Washington Investment Advisors
Ohio
– -$1.78M -18,530 Closed
ESCM
829
Echo Street Capital Management
New York
– -$1.34M -13,912 Closed
IC
830
Intersect Capital
California
– -$1.31M -13,597 Closed
YIH
831
Y-Intercept (HK)
Hong Kong
– -$1.04M -10,834 Closed
HIC
832
Hartline Investment Corp
Illinois
– -$578K -6,952 Closed
IRF
833
IBM Retirement Fund
New York
– -$663K -6,896 Closed
ECM
834
ExodusPoint Capital Management
New York
– -$586K -6,091 Closed
EP
835
Edgestream Partners
New Jersey
– -$582K -6,057 Closed
HT
836
HighTower Trust
Texas
– -$553K -5,752 Closed
PHK
837
Point72 Hong Kong
Hong Kong
– -$543K -5,647 Closed
LCM
838
Laurion Capital Management
New York
– -$491K -5,109 Closed
CAM
839
Cresset Asset Management
Illinois
– -$485K -5,044 Closed
CCG
840
Cypress Capital Group
Florida
– -$453K -4,717 Closed
CCM
841
Cullen Capital Management
New York
– -$451K -4,696 Closed
BC
842
Bridgefront Capital
Texas
– -$419K -4,362 Closed
WP
843
WealthSource Partners
California
– -$393K -4,088 Closed
NL
844
NWAM LLC
Washington
– -$363K -3,775 Closed
FRM
845
Fox Run Management
Connecticut
– -$363K -3,772 Closed
RWA
846
Redhawk Wealth Advisors
Minnesota
– -$320K -3,326 Closed
JF
847
Jump Financial
Illinois
– -$281K -2,918 Closed
XT
848
XTX Topco
Cayman Islands
– -$277K -2,882 Closed
MIS
849
Morningstar Investment Services
Illinois
– -$278K -2,836 Closed
BFS
850
Bard Financial Services
Connecticut
– -$267K -2,775 Closed
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34
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