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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 %
FRA
901
Frank Rimerman Advisors
California
$3.16K +$3.16K +35 New
NECFA
902
New England Capital Financial Advisors
Connecticut
$3.07K – – –
AW
903
Avion Wealth
Texas
$3K +$441 +5 +17%
PCMC
904
Planning Capital Management Corporation
Pennsylvania
$2.8K +$2.8K +31 New
CWC
905
Carolinas Wealth Consulting
North Carolina
$2.62K – – –
HB
906
Horizon Bancorp
Indiana
$2K – – –
LIWM
907
Long Island Wealth Management
New York
$2K +$2K +21 New
TFM
908
TFC Financial Management
Massachusetts
$1.99K – – –
MFT
909
Moisand Fitzgerald Tamayo
Florida
$1.98K -$1.35K -15 -41%
T
910
Tidemark
California
$1.98K +$1.98K +22 New
JWA
911
JFS Wealth Advisors
Pennsylvania
$1.8K +$1.8K +20 New
PWMG
912
Private Wealth Management Group
New Jersey
$1.8K +$1.8K +20 New
AP
913
Aspect Partners
Virginia
$1.8K +$1.8K +20 New
GWSG
914
GPS Wealth Strategies Group
Colorado
$1.53K – – –
TCA
915
Trifecta Capital Advisors
Illinois
$1.35K +$1.35K +15 New
TFA
916
Transamerica Financial Advisors
Florida
$1K – – –
HWP
917
Highline Wealth Partners
California
$902 – – –
RFG
918
RFP Financial Group
Georgia
$851 – – –
CJ
919
Caitlin John
Michigan
$638 +$638 +7 New
VCM
920
Versant Capital Management
Arizona
$631 – – –
CAM
921
ClariVest Asset Management
California
$547 – – –
JFGIW
922
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$542 +$542 +6 New
GFPC
923
Global Financial Private Client
Florida
$541 – – –
IWA
924
IBEX Wealth Advisors
New Jersey
$495 -$560K -5,658 -100%
BWM
925
Baystate Wealth Management
Massachusetts
$321 +$107 +1 +50%
35 36
37
38 39