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Welltower
WELL

Overview Fund Activity

926 hedge funds and large institutions have $49.1B invested in Welltower in 2023 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 367 increasing their positions, 261 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
926
Holders Change
+104
Holders Change %
+12.65%
% of All Funds
13.58%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.25%
New
157
Increased
367
Reduced
261
Closed
45
Calls
$168M
Puts
$78.2M
Net Calls
+$90.1M
Net Calls Change
+$21.5M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.34B
2
Morgan Stanley
2
Morgan Stanley
New York
$1.19B
3
BlackRock
3
BlackRock
New York
$5.25B
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$7.75B
5
State Street
5
State Street
Massachusetts
$3.21B

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.46B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.09B
3
Northern Trust
3
Northern Trust
Illinois
$495M
4
Boston Partners
4
Boston Partners
Massachusetts
$151M
5
Invesco
5
Invesco
Georgia
$688M
Name Holding Trade Value Shares
Change 		Shares
Change %
BGAI
826
Bruce G. Allen Investments
Colorado
$25.4K +$25.4K +282 New
EC
827
EntryPoint Capital
New York
$25.4K +$25.4K +282 New
RCM
828
Raleigh Capital Management
North Carolina
$24.4K +$2.8K +31 +13%
HWA
829
HHM Wealth Advisors
Tennessee
$24.3K -$1.62K -18 -6%
MIM
830
Manitou Investment Management
Ontario, Canada
$24.3K – – –
C
831
Covestor
United Kingdom
$24K -$5.41K -59 -18%
OLVIG
832
Oliver Lagore Vanvalin Investment Group
Michigan
$22.8K +$90 +1 +0.4%
WAS
833
Winch Advisory Services
Wisconsin
$22.7K +$90 +1 +0.4%
CTWM
834
Cherry Tree Wealth Management
Minnesota
$22.5K – – –
AIM
835
Anchor Investment Management
South Carolina
$22.5K – – –
ADL
836
Asset Dedication LLC
California
$22K – – –
TVAMP
837
Tennessee Valley Asset Management Partners
Tennessee
$21.7K +$21.7K +241 New
BWAM
838
Boyd Watterson Asset Management
Ohio
$20.6K – – –
OA
839
Operose Advisors
Wisconsin
$20.3K -$34.3K -380 -63%
FP
840
Financial Perspectives
Minnesota
$19.5K – – –
HCM
841
Hollencrest Capital Management
California
$19.4K – – –
SIS
842
Strategic Investment Solutions
Illinois
$18.4K +$18.4K +205 New
PA
843
PSI Advisors
Florida
$18.3K -$5.41K -60 -23%
TCPG
844
Trivant Custom Portfolio Group
California
$18K – – –
GTAM
845
Global Trust Asset Management
Florida
$18K – – –
AAG
846
Armstrong Advisory Group
Massachusetts
$17.3K -$812 -9 -4%
FFO
847
Fortitude Family Office
Arizona
$17.2K +$17.2K +191 New
FGAM
848
Financial Gravity Asset Management
Texas
$16.9K +$289 +8 +2%
ME
849
McIlrath & Eck
Washington
$16.6K – – –
HT
850
Headlands Technologies
Illinois
$16.4K -$11.8K -131 -42%
32 33
34
35 36