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Welltower
WELL

Overview Fund Activity

822 hedge funds and large institutions have $42B invested in Welltower in 2023 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 331 increasing their positions, 257 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
822
Holders Change
+15
Holders Change %
+1.86%
% of All Funds
13.11%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.26%
New
69
Increased
331
Reduced
257
Closed
47
Calls
$120M
Puts
$51.2M
Net Calls
+$68.6M
Net Calls Change
-$23.5M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$2.23B
2
Cohen & Steers
2
Cohen & Steers
New York
$3.34B
3
Principal Financial Group
3
Principal Financial Group
Iowa
$1.06B
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$6.62B
5
Invesco
5
Invesco
Georgia
$695M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$455M
2
Deutsche Bank
2
Deutsche Bank
Germany
$349M
3
BlackRock
3
BlackRock
New York
$4.31B
4
ZP
4
Zimmer Partners
New York
$0
5
HS
5
Hazelview Securities
Ontario, Canada
$18.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
VIA
826
Vident Investment Advisory
Georgia
– -$3.24M -40,089 Closed
ECA
827
Endeavour Capital Advisors
Connecticut
– -$2.05M -25,340 Closed
DCM
828
Dupont Capital Management
Delaware
– -$1.84M -22,788 Closed
BCB
829
Brian C. Broderick
– -$1.5M -18,500 Closed
GA
830
GRS Advisors
Illinois
– -$1.37M -16,912 Closed
BCM
831
Bayesian Capital Management
New York
– -$1.34M -16,508 Closed
PA
832
PFG Advisors
Arizona
– -$1.28M -15,885 Closed
AA
833
AlphaCentric Advisors
Puerto Rico
– -$895K -11,059 Closed
XT
834
XTX Topco
Cayman Islands
– -$753K -9,307 Closed
BBP
835
Banco BTG Pactual
Brazil
– -$670K -8,283 Closed
V
836
Veritable
Delaware
– -$654K -8,091 Closed
WC
837
Wexford Capital
Florida
– -$607K -7,505 Closed
MC
838
Machina Capital
France
– -$383K -4,731 Closed
PP
839
Paloma Partners
Connecticut
– -$244K -3,016 Closed
VHAM
840
Van Hulzen Asset Management
California
– -$235K -2,900 Closed
MA
841
Mutual Advisors
Nebraska
– -$224K -2,775 Closed
AIA
842
Angeles Investment Advisors
California
– -$216K -2,670 Closed
SWM
843
SeaCrest Wealth Management
New York
– -$213K -2,636 Closed
WKWM
844
Walter & Keenan Wealth Management
Indiana
– -$204K -2,520 Closed
GA
845
Geller Advisors
New York
– -$201K -2,491 Closed
AIM
846
Achmea Investment Management
Netherlands
– -$141K -1,744 Closed
KI
847
Kapitalo Investimentos
Brazil
– -$128K -1,567 Closed
IGWM
848
ICA Group Wealth Management
Colorado
– -$87.7K -1,084 Closed
HCM
849
Highlander Capital Management
New Jersey
– -$40K -500 Closed
DI
850
Disciplined Investments
Oklahoma
– -$31.3K -387 Closed
31 32 33
34
35