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Welltower
WELL

Overview Fund Activity

807 hedge funds and large institutions have $39.9B invested in Welltower in 2023 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 299 increasing their positions, 256 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
807
Holders Change
+36
Holders Change %
+4.67%
% of All Funds
12.73%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.28%
New
78
Increased
299
Reduced
256
Closed
38
Calls
$134M
Puts
$41.8M
Net Calls
+$92.1M
Net Calls Change
+$56.1M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$1.73B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$2.19B
3
BlackRock
3
BlackRock
New York
$4.32B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$611M
5
CIMLRA
5
CBRE Investment Management Listed Real Assets
Pennsylvania
$203M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$3.07B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.17B
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$648M
4
OIAM
4
OFI Invest Asset Management
France
$1.24M
5
Bank of America
5
Bank of America
North Carolina
$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
826
Landscape Capital Management
New Jersey
– -$266K -3,709 Closed
AAS
827
Ameritas Advisory Services
Nebraska
– -$228K -3,126 Closed
TAM
828
Titleist Asset Management
Texas
– -$221K -3,087 Closed
IAS
829
Insigneo Advisory Services
Florida
– -$211K -2,969 Closed
HIIFS
830
Harel Insurance Investments & Financial Services
Israel
– -$131K -1,850 Closed
IG
831
ING Group
Netherlands
– -$90.2K -1,258 Closed
EDRH
832
Edmond de Rothschild Holding
Switzerland
– -$90K -1,255 Closed
AWM
833
Accel Wealth Management
Iowa
– -$72K -1,005 Closed
BAM
834
Belpointe Asset Management
Nevada
– -$70.5K -984 Closed
IAIM
835
International Assets Investment Management
Florida
– -$70K -976 Closed
EI
836
Ellevest Inc
New York
– -$41.7K -582 Closed
SIS
837
Strategic Investment Solutions
Illinois
– -$14.7K -205 Closed
CB
838
Community Bank
New York
– -$14.3K -200 Closed
RCM
839
Rain Capital Management
Oregon
– -$5.38K -75 Closed
CYG
840
Clean Yield Group
Vermont
– -$4.52K -63 Closed
TWA
841
TCI Wealth Advisors
Arizona
– -$4.09K -57 Closed
BWM
842
BerganKDV Wealth Management
Minnesota
– -$2.74K -38 Closed
CBT
843
Central Bank & Trust
Kentucky
– -$931 -13 Closed
AssetMark Inc
844
AssetMark Inc
California
– -$502 -7 Closed
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