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Welltower
WELL

Overview Fund Activity

781 hedge funds and large institutions have $29.9B invested in Welltower in 2022 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 324 increasing their positions, 239 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
781
Holders Change
-32
Holders Change %
-3.94%
% of All Funds
13.51%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.24%
New
62
Increased
324
Reduced
239
Closed
83
Calls
$77.6M
Puts
$120M
Net Calls
-$42.8M
Net Calls Change
-$56.3M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.67B
2
Cohen & Steers
Cohen & Steers
New York
$2.58B
3
Principal Financial Group
Principal Financial Group
Iowa
$440M
4
Vanguard Group
Vanguard Group
Pennsylvania
$4.79B
5
Daiwa Securities Group
Daiwa Securities Group
Japan
$551M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$999M
2
Deutsche Bank
Deutsche Bank
Germany
$87.8M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$429M
4
Invesco
Invesco
Georgia
$385M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$332M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWPS
826
Pinnacle Wealth Planning Services
Ohio
– -$209K -2,537 Closed
ARC
827
Advisor Resource Council
Texas
– -$208K -2,533 Closed
HH
828
Hilltop Holdings
Texas
– -$208K -2,524 Closed
SVWAG
829
Sound View Wealth Advisors Group
Georgia
– -$208K -2,522 Closed
HWM
830
Horizon Wealth Management
Illinois
– -$205K -2,495 Closed
WKWM
831
Walter & Keenan Wealth Management
Indiana
– -$205K -2,484 Closed
BG
832
Bahl & Gaynor
Ohio
– -$204K -2,480 Closed
FNBOMD
833
First National Bank of Mount Dora
Florida
– -$202K -2,455 Closed
CSIC
834
Clifford Swan Investment Counsel
California
– -$202K -2,450 Closed
BIP
835
Blueprint Investment Partners
North Carolina
– -$201K -2,435 Closed
VRM
836
Vectors Research Management
New York
– -$198K -2,402 Closed
SIAP
837
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$179K -2,175 Closed
SWM
838
SeaCrest Wealth Management
New York
– -$166K -2,016 Closed
QT
839
Quantbot Technologies
New York
– -$133K -1,624 Closed
COCM
840
Charter Oak Capital Management
New Hampshire
– -$101K -1,232 Closed
MIFH
841
Migdal Insurance & Financial Holdings
Israel
– -$94K -1,143 Closed
CI
842
CX Institutional
Indiana
– -$70K -851 Closed
GLLW
843
Graves Light Lenhart Wealth
Virginia
– -$54K -657 Closed
PFGIA
844
Patriot Financial Group Insurance Agency
Massachusetts
– -$29K -354 Closed
MA
845
MUFG Americas
New York
– -$27K -327 Closed
FBT
846
First Bank & Trust
South Dakota
– -$24K -290 Closed
NICM
847
Neo Ivy Capital Management
New York
– -$22K -271 Closed
BMD
848
Better Money Decisions
New Mexico
– -$21K -251 Closed
RTC
849
Riverview Trust Company
Washington
– -$19K -230 Closed
CC
850
Corsicana & Co
Texas
– -$16K -200 Closed
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