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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 %
WWM
876
Wolff Wiese Magana
California
$11.5K – – –
AWM
877
Avior Wealth Management
Nebraska
$11.1K – – –
CMP
878
Coston McIsaac & Partners
Maine
$10K – – –
AWM
879
Abound Wealth Management
Tennessee
$9.58K – – –
TAM
880
Tucker Asset Management
Colorado
$9.56K – – –
TCOV
881
Trust Company of Vermont
Vermont
$9.11K +$90 +1 +1%
FGA
882
Fortis Group Advisors
New Jersey
$9.02K +$4.51K +50 +100%
MSFP
883
Mark Sheptoff Financial Planning
Connecticut
$9.02K – – –
WTA
884
Washington Trust Advisors
Massachusetts
$9.02K – – –
MTIC
885
Missouri Trust & Investment Company
Missouri
$9.02K – – –
LCM
886
Logan Capital Management
Pennsylvania
$9.02K – – –
DAM
887
Delta Asset Management
Tennessee
$9.02K – – –
BC
888
Barrett & Company
Rhode Island
$9.02K – – –
NC
889
NewSquare Capital
Pennsylvania
$7.94K -$8.75K -97 -52%
CNBTD
890
Citizens National Bank Trust Department
Mississippi
$7.48K – – –
PWMG
891
Prestige Wealth Management Group
New Jersey
$7.39K +$361 +4 +5%
CIA
892
Cape Investment Advisory
Georgia
$7.39K +$7.39K +82 New
RTL
893
Red Tortoise LLC
Georgia
$7.3K – – –
MCM
894
Manchester Capital Management
Vermont
$6.76K -$10.4K -115 -61%
PVH
895
Psagot Value Holdings
Israel
$6K +$3.3K +38 +123%
DF
896
Dunhill Financial
United Kingdom
$5.5K +$5.5K +61 New
SFA
897
Semmax Financial Advisors
North Carolina
$5.38K – – –
B
898
Birchbrook
Maine
$5.12K +$5.12K +57 New
PCA
899
Providence Capital Advisors
North Carolina
$4.51K +$4.51K +50 New
LF
900
Lee Financial
Texas
$3.16K – – –
34 35
36
37 38