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Welltower
WELL

Overview Fund Activity

795 hedge funds and large institutions have $30.5B invested in Welltower in 2022 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 297 increasing their positions, 268 reducing their positions, and 63 closing their positions.

Holders
795
Holders Change
+14
Holders Change %
+1.79%
% of All Funds
12.83%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.29%
New
99
Increased
297
Reduced
268
Closed
63
Calls
$72.1M
Puts
$191M
Net Calls
-$119M
Net Calls Change
-$75.7M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$3.12B
2
Capital International Investors
2
Capital International Investors
California
$228M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$671M
4
Daiwa Securities Group
4
Daiwa Securities Group
Japan
$669M
5
CIM
5
Centersquare Investment Management
Pennsylvania
$311M

Top Sellers

1
MSE
1
MUFG Securities EMEA
United Kingdom
$0
2
RC
2
Resolution Capital
Australia
$350M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.58B
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$21.9M
5
Bank of America
5
Bank of America
North Carolina
$175M
Name Market Value Shares Shares
Change 		Shares
Change %
KOC
826
Koss-Olinger Consulting
Florida
– – -4,329 Closed
AA
827
AlphaMark Advisors
Kentucky
– – -4,230 Closed
ACM
828
Alethea Capital Management
Washington
– – -4,191 Closed
GCP
829
GSA Capital Partners
United Kingdom
– – -3,748 Closed
GKWIM
830
Gerber Kawasaki Wealth & Investment Management
California
– – -3,700 Closed
FAIM
831
Financial Advocates Investment Management
Washington
– – -3,436 Closed
KWM
832
Kingsview Wealth Management
Oregon
– – -3,414 Closed
VFA
833
Valeo Financial Advisors
Indiana
– – -3,259 Closed
GVAG
834
Great Valley Advisor Group
Delaware
– – -3,238 Closed
MA
835
Mutual Advisors
Nebraska
– – -3,139 Closed
SA
836
Shilanski & Associates
Alaska
– – -3,119 Closed
PCMC
837
Private Capital Management (Colorado)
Colorado
– – -3,119 Closed
PI
838
PineBridge Investments
New York
– – -2,521 Closed
HI
839
Hudock Inc
Pennsylvania
– – -2,385 Closed
EIP
840
Ellis Investment Partners
Pennsylvania
– – -1,588 Closed
FA
841
Financial Advantage
Maryland
– – -1,500 Closed
EW
842
Evoke Wealth
California
– – -1,179 Closed
SWM
843
Sugarloaf Wealth Management
Georgia
– – -650 Closed
VWM
844
Valley Wealth Managers
New Jersey
– – -500 Closed
TFS
845
TrustCore Financial Services
Tennessee
– – -442 Closed
IAMOG
846
Investors Asset Management of Georgia
Georgia
– – -442 Closed
SFFS
847
Stonehage Fleming Financial Services
Jersey
– – -325 Closed
SWM
848
Selective Wealth Management
Virginia
– – -313 Closed
CA
849
Crewe Advisors
Utah
– – -213 Closed
CA
850
Centerpoint Advisors
Massachusetts
– – -148 Closed
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