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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 %
BONH
851
Bank of New Hampshire
New Hampshire
$16.4K – – –
FMP
852
Financial Management Professionals
Texas
$16K +$273 +3 +2%
GKIM
853
GW&K Investment Management
Massachusetts
$16K +$2.78K +30 +21%
MCA
854
Maryland Capital Advisors
Maryland
$16K – – –
CAC
855
Core Alternative Capital
Georgia
$15.9K -$3.7K -41 -19%
SIS
856
Sound Income Strategies
Florida
$15.8K – – –
AT
857
Arlington Trust
Alabama
$15.7K +$15.7K +174 New
SN
858
Sittner & Nelson
Oregon
$15.4K – – –
JWM
859
Janiczek Wealth Management
Colorado
$15.1K +$180 +2 +1%
AEPWM
860
Atlantic Edge Private Wealth Management
Florida
$15K +$15K +166 New
BAM
861
Bellevue Asset Management
Washington
$15K +$180 +2 +1%
CT
862
Cambridge Trust
Massachusetts
$13.5K – – –
PPC
863
Park Place Capital
Alabama
$13.4K +$361 +4 +3%
CAL
864
Capital Advisors Ltd
Ohio
$13K – – –
EWM
865
Evermay Wealth Management
Virginia
$12.8K +$451 +5 +4%
BFS
866
Burkett Financial Services
South Carolina
$12.7K +$12.7K +141 New
EC
867
EdgeRock Capital
Colorado
$12.7K +$12.7K +144 New
NB
868
NBT Bank
New York
$12.6K +$12.6K +140 New
CWP
869
Concord Wealth Partners
Virginia
$12.6K +$90 +1 +0.7%
PWA
870
Provenance Wealth Advisors
Florida
$12.5K +$12.5K +139 New
AFG
871
Albion Financial Group
Utah
$12.2K – – –
MRCM
872
M&R Capital Management
New Jersey
$12.2K – – –
WPA
873
West Paces Advisors
Georgia
$12.2K +$1.62K +18 +15%
HBW
874
Hazlett, Burt & Watson
West Virginia
$12K – – –
CFFP
875
Center for Financial Planning
Michigan
$12K – – –
33 34
35
36 37