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Welltower
WELL

Overview Fund Activity

842 hedge funds and large institutions have $42.1B invested in Welltower in 2022 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 310 increasing their positions, 277 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
842
Holders Change
+40
Holders Change %
+4.99%
% of All Funds
13.32%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.27%
New
104
Increased
310
Reduced
277
Closed
52
Calls
$140M
Puts
$117M
Net Calls
+$22.4M
Net Calls Change
+$41.1M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.33B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.85B
3
Vanguard Group
Vanguard Group
Pennsylvania
$6.9B
4
State Street
State Street
Massachusetts
$2.9B
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$131M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$942M
2
Credit Agricole
Credit Agricole
France
$9.43M
3
CCM
Cullen Capital Management
New York
$451K
4
BlackRock
BlackRock
New York
$4.45B
5
Invesco
Invesco
Georgia
$666M
Name Holding Trade Value Shares
Change 		Shares
Change %
FC
851
Full18 Capital
Connecticut
– -$794K -9,876 Closed
NA
852
NewEdge Advisors
Louisiana
– -$673K -7,845 Closed
BCM
853
Bluefin Capital Management
New York
– -$540K -6,300 Closed
CANY
854
Caxton Associates (New York)
New York
– -$472K -5,503 Closed
CNC
855
Canandaigua National Corp
New York
– -$369K -4,308 Closed
Koshinski Asset Management
856
Koshinski Asset Management
Illinois
– -$315K -3,669 Closed
WC
857
Weil Company
California
– -$264K -3,078 Closed
EN1L
858
Engine No 1 LLC
California
– -$256K -2,980 Closed
WANY
859
Wealthspire Advisors (New York)
New York
– -$254K -2,962 Closed
SWM
860
SeaCrest Wealth Management
New York
– -$249K -2,899 Closed
CT
861
Chicago Trust
Illinois
– -$244K -2,850 Closed
ACS
862
Archford Capital Strategies
Illinois
– -$238K -2,773 Closed
Cerity Partners
863
Cerity Partners
New York
– -$225K -2,618 Closed
NIM
864
NuWave Investment Management
New Jersey
– -$224K -2,608 Closed
ARC
865
Advisor Resource Council
Texas
– -$218K -2,548 Closed
CWP
866
CFM Wealth Partners
Texas
– -$216K -2,525 Closed
VWA
867
V Wealth Advisors
Kansas
– -$207K -2,415 Closed
MIM
868
Moseley Investment Management
Florida
– -$202K -2,351 Closed
MAM
869
Mystic Asset Management
Rhode Island
– -$114K -1,340 Closed
CBT
870
CoreFirst Bank & Trust
Kansas
– -$86K -1,000 Closed
BAM
871
Barrett Asset Management
New York
– -$65K -761 Closed
WFS
872
Widmann Financial Services
Maryland
– -$46K -546 Closed
FPWM
873
FSB Premier Wealth Management
Iowa
– -$36K -425 Closed
EPM
874
Equitec Proprietary Markets
Illinois
– -$20K -236 Closed
SSB
875
Sandy Spring Bank
Maryland
– -$19K -220 Closed
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