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Welltower
WELL

Overview Fund Activity

813 hedge funds and large institutions have $37.3B invested in Welltower in 2022 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 314 increasing their positions, 257 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
813
Holders Change
-29
Holders Change %
-3.44%
% of All Funds
13.75%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.3%
New
73
Increased
314
Reduced
257
Closed
89
Calls
$151M
Puts
$137M
Net Calls
+$13.5M
Net Calls Change
-$8.98M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.48B
2
BlackRock
2
BlackRock
New York
$4.11B
3
MSE
3
MUFG Securities EMEA
United Kingdom
$251M
4
Bank of America
4
Bank of America
North Carolina
$354M
5
Morgan Stanley
5
Morgan Stanley
New York
$528M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$2.81B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$760M
3
American Century Companies
3
American Century Companies
Missouri
$103M
4
Deutsche Bank
4
Deutsche Bank
Germany
$385M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$9.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Tudor Investment Corp
851
Tudor Investment Corp
Connecticut
– -$259K -2,692 Closed
CS
852
Comerica Securities
Michigan
– -$249K -2,591 Closed
BRWA
853
B. Riley Wealth Advisors
Florida
– -$247K -2,569 Closed
WWM
854
Western Wealth Management
Colorado
– -$241K -2,505 Closed
FT
855
Fiduciary Trust
Massachusetts
– -$240K -2,495 Closed
TSS
856
Two Sigma Securities
New York
– -$236K -2,458 Closed
HC
857
HNP Capital
New York
– -$231K -2,402 Closed
NFG
858
Nations Financial Group
Iowa
– -$229K -2,378 Closed
BFC
859
Blue Fin Capital
Rhode Island
– -$228K -2,375 Closed
KCPG
860
Kavar Capital Partners Group
Kansas
– -$228K -2,370 Closed
MIM
861
MTM Investment Management
South Carolina
– -$226K -2,350 Closed
JSC
862
Jackson Square Capital
California
– -$224K -2,330 Closed
SSWM
863
Sheets Smith Wealth Management
North Carolina
– -$224K -2,327 Closed
PS
864
Planned Solutions
California
– -$222K -2,307 Closed
TPWM
865
Twelve Points Wealth Management
Massachusetts
– -$221K -2,303 Closed
WFI
866
West Family Investments
California
– -$220K -2,287 Closed
SDWMA
867
Schneider Downs Wealth Management Advisors
Pennsylvania
– -$215K -2,235 Closed
VAFP
868
Vahanian & Associates Financial Planning
New York
– -$214K -2,227 Closed
SB
869
Strategic Blueprint
Georgia
– -$213K -2,212 Closed
LNB
870
Ledyard National Bank
– -$209K -2,179 Closed
GAG
871
GM Advisory Group
New York
– -$209K -2,175 Closed
ZCA
872
Zeke Capital Advisors
Pennsylvania
– -$207K -2,152 Closed
DTL
873
Dynamic Technology Lab
Singapore
– -$207K -2,151 Closed
ATPW
874
Ashton Thomas Private Wealth
Arizona
– -$205K -2,137 Closed
SFG
875
SNS Financial Group
Minnesota
– -$203K -2,107 Closed
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