WELL icon

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 %
EH
876
Equitable Holdings
New York
– -$202K -2,099 Closed
NWM
877
Northcape Wealth Management
New York
– -$202K -2,098 Closed
WIC
878
Woodmont Investment Counsel
Tennessee
– -$201K -2,094 Closed
KP
879
Keel Point
Alabama
– -$201K -2,088 Closed
Group One Trading
880
Group One Trading
Illinois
– -$154K -1,601 Closed
Capstone Investment Advisors
881
Capstone Investment Advisors
New York
– -$149K -1,553 Closed
FAG
882
Fortitude Advisory Group
Washington
– -$122K -1,276 Closed
BFC
883
Bedel Financial Consulting
Indiana
– -$111K -1,153 Closed
DC
884
DeDora Capital
California
– -$100K -1,037 Closed
T
885
TCWP
Ohio
– -$70K -730 Closed
TFO
886
Tarbox Family Office
California
– -$50K -521 Closed
TCM
887
Tradewinds Capital Management
Washington
– -$33K -342 Closed
DFCM
888
Dark Forest Capital Management
Puerto Rico
– -$17K -184 Closed
BEI
889
Benjamin Edwards Inc
Missouri
– -$6K -66 Closed
BC
890
Bartlett & Co
Ohio
– -$5K -50 Closed
BCWM
891
Bartlett & Co Wealth Management
Ohio
– -$4.81K -50 Closed
TSW
892
Thompson Siegel & Walmsley
Virginia
– -$3K -32 Closed
ED
893
Exane Derivatives
France
– -$2.6K -27 Closed
RAM
894
Riggs Asset Management
Pennsylvania
– -$2K -17 Closed
GA
895
GoalVest Advisory
New York
– -$1K -10 Closed
BA
896
Bivin & Associates
Oklahoma
– -$1K -10 Closed
AssetMark Inc
897
AssetMark Inc
California
– -$1K -9 Closed
CWP
898
Concord Wealth Partners
Virginia
– -$1K -8 Closed
32 33 34 35
36