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Welltower
WELL

Overview Fund Activity

771 hedge funds and large institutions have $34.4B invested in Welltower in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 283 increasing their positions, 262 reducing their positions, and 71 closing their positions.

Holders
771
Holders Change
-24
Holders Change %
-3.02%
% of All Funds
12.34%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.26%
New
67
Increased
283
Reduced
262
Closed
71
Calls
$90.7M
Puts
$54.7M
Net Calls
+$36M
Net Calls Change
+$155M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$1.04B
2
Deutsche Bank
2
Deutsche Bank
Germany
$353M
3
Invesco
3
Invesco
Georgia
$474M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$5.54B
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$239M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$3.18B
2
ZP
2
Zimmer Partners
New York
$55.6M
3
BC
3
Brookfield Corp
Ontario, Canada
$0
4
SO
4
STRS Ohio
Ohio
$44.9M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$1.68B
Name Market Value Shares Shares
Change 		Shares
Change %
ZIG
826
Zullo Investment Group
Pennsylvania
– – -290 Closed
WOSD
827
WFA of San Diego
California
– – -100 Closed
FGAM
828
Financial Gravity Asset Management
Texas
– – -66 Closed
ECM
829
Estabrook Capital Management
New York
– – -60 Closed
CTB
830
Country Trust Bank
Illinois
– – -55 Closed
SC
831
Sierra Capital
Florida
– – -55 Closed
First Manhattan
832
First Manhattan
New York
– – -54 Closed
JFGIW
833
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– – -27 Closed
RFS
834
Retirement Financial Solutions
Tennessee
– – -24 Closed
ANBT
835
American National Bank & Trust
Texas
– – -15 Closed
FA
836
Fiduciary Alliance
South Carolina
– – -9 Closed
MPCL
837
My Personal CFO LLC
Washington
– – -9 Closed
AA
838
Addison Advisors
Vermont
– – -6 Closed
LF
839
Lee Financial
Texas
– – -4 Closed
AW
840
Avion Wealth
Texas
$0 3 – –
QL
841
Quarry LP
New York
– – – –
SA
842
SpiderRock Advisors
Delaware
– – – –
PP
843
Paloma Partners
Connecticut
– – – –
Capital Fund Management (CFM)
844
Capital Fund Management (CFM)
France
– – – –
Simplex Trading
845
Simplex Trading
Illinois
– – – –
Group One Trading
846
Group One Trading
Illinois
– – – –
PI
847
PEAK6 Investments
Illinois
– – – –
Tudor Investment Corp
848
Tudor Investment Corp
Connecticut
– – – –
GKIM
849
GW&K Investment Management
Massachusetts
$0 3 +3 New
CAL
850
Capital Advisors Ltd
Ohio
$0 5 +5 New
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