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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 %
SCA
951
Stonebridge Capital Advisors
Minnesota
– -$129K -1,576 Closed
CSPIA
952
Cary Street Partners Investment Advisory
Virginia
– -$108K -1,324 Closed
RTC
953
Riverview Trust Company
Washington
– -$102K -1,242 Closed
CFA
954
CWS Financial Advisors
Michigan
– -$73.1K -892 Closed
First Manhattan
955
First Manhattan
New York
– -$65.5K -800 Closed
CAS
956
Coppell Advisory Solutions
Texas
– -$19.7K -300 Closed
EARNEST Partners
957
EARNEST Partners
Georgia
– -$20.5K -250 Closed
NL
958
NVWM LLC
Pennsylvania
– -$20.1K -245 Closed
OP
959
ORG Partners
Indiana
– -$19.6K -239 Closed
IAS
960
IMA Advisory Services
Colorado
– -$12.7K -155 Closed
IRC
961
Investors Research Corp
Georgia
– -$9.5K -116 Closed
FRA
962
Front Row Advisors
California
– -$4.75K -58 Closed
SVCP
963
Silicon Valley Capital Partners
California
– -$3.3K -40 Closed
PGAM
964
Princeton Global Asset Management
New Jersey
– -$3.03K -37 Closed
BWS
965
Buck Wealth Strategies
Colorado
– -$2.91K -36 Closed
FSWA
966
Financial Synergies Wealth Advisors
Texas
– -$1.56K -19 Closed
PCTC
967
Perkins Coie Trust Company
Washington
– -$654 -8 Closed
BAAM
968
Baker Avenue Asset Management
California
– -$573 -7 Closed
TIM
969
Tortoise Investment Management
New York
– -$410 -5 Closed
HWA
970
Heritage Wealth Advisors
Virginia
– -$328 -4 Closed
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