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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 %
HIMCH
226
Hartford Investment Management Co (HIMCO)
Connecticut
$4.07M +$60.4K +734 +2%
GCM
227
Garland Capital Management
Washington
$4.05M -$45.3K -550 -1%
OAM
228
Oppenheimer Asset Management
New York
$3.96M -$250K -3,040 -6%
MLICM
229
Metropolitan Life Insurance Company (MetLife)
New York
$3.91M -$404K -4,900 -9%
Bank of Nova Scotia
230
Bank of Nova Scotia
Ontario, Canada
$3.87M -$1.46M -17,762 -27%
JPMPWA
231
J.P. Morgan Private Wealth Advisors
California
$3.83M -$88.3K -1,072 -2%
GIA
232
Gateway Investment Advisers
Ohio
$3.77M +$22.8K +277 +0.6%
Mackenzie Financial
233
Mackenzie Financial
Ontario, Canada
$3.7M +$350K +4,251 +10%
AAM
234
Advisors Asset Management
Colorado
$3.68M -$178K -2,157 -5%
US Bancorp
235
US Bancorp
Minnesota
$3.67M +$33.8K +411 +0.9%
PGFC
236
Peapack-Gladstone Financial Corp
New Jersey
$3.62M -$101K -1,223 -3%
PS
237
Presima Securities
Quebec, Canada
$3.61M -$15.1M -183,100 -81%
DILIC
238
Dai-ichi Life Insurance Company
Japan
$3.54M +$823K +10,000 +30%
Cambridge Investment Research Advisors
239
Cambridge Investment Research Advisors
Iowa
$3.53M +$268K +3,257 +8%
NB
240
Norinchukin Bank
Japan
$3.5M -$716K -8,697 -17%
BMSSC
241
B. Metzler seel. Sohn & Co
Germany
$3.41M +$373K +4,532 +12%
RIM
242
Redpoint Investment Management
Australia
$3.39M -$113K -1,372 -3%
Nordea Investment Management
243
Nordea Investment Management
Sweden
$3.36M +$315K +3,789 +10%
BAMCO Inc
244
BAMCO Inc
New York
$3.23M -$41.2K -500 -1%
CA
245
Callahan Advisors
Texas
$3.23M +$39K +473 +1%
X
246
Xponance
Pennsylvania
$3.2M +$766K +9,299 +31%
DCM
247
Dupont Capital Management
Delaware
$3.14M +$60K +728 +2%
CAN
248
Cetera Advisor Networks
California
$3.1M -$49.8K -605 -2%
Squarepoint
249
Squarepoint
New York
$3.09M -$980K -11,905 -24%
SG Americas Securities
250
SG Americas Securities
New York
$3.08M +$1.21M +14,750 +65%
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