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Welltower
WELL

Overview Fund Activity

781 hedge funds and large institutions have $29.9B invested in Welltower in 2022 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 324 increasing their positions, 239 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
781
Holders Change
-32
Holders Change %
-3.94%
% of All Funds
13.51%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.24%
New
62
Increased
324
Reduced
239
Closed
83
Calls
$77.6M
Puts
$120M
Net Calls
-$42.8M
Net Calls Change
-$56.3M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.67B
2
Cohen & Steers
2
Cohen & Steers
New York
$2.58B
3
Principal Financial Group
3
Principal Financial Group
Iowa
$440M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$4.79B
5
Daiwa Securities Group
5
Daiwa Securities Group
Japan
$551M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$999M
2
Deutsche Bank
2
Deutsche Bank
Germany
$87.8M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$429M
4
Invesco
4
Invesco
Georgia
$385M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$332M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGFC
226
Peapack-Gladstone Financial Corp
New Jersey
$3.16M +$325K +5,054 +11%
AAF
227
Andra AP-fonden
Sweden
$3.15M +$1.37M +21,300 +77%
Bank of Nova Scotia
228
Bank of Nova Scotia
Ontario, Canada
$3.15M +$126K +1,954 +4%
X
229
Xponance
Pennsylvania
$3.05M +$548K +8,511 +22%
Mackenzie Financial
230
Mackenzie Financial
Ontario, Canada
$3.01M +$121K +1,883 +4%
Cambridge Investment Research Advisors
231
Cambridge Investment Research Advisors
Iowa
$2.98M +$223K +3,467 +8%
BCIM
232
British Columbia Investment Management
British Columbia, Canada
$2.88M -$458K -7,126 -14%
US Bancorp
233
US Bancorp
Minnesota
$2.85M -$9.64K -150 -0.3%
TRSOTSOK
234
Teachers Retirement System of the State of Kentucky
Kentucky
$2.82M +$2.82M +43,882 New
BIMC
235
Benson Investment Management Company
Virginia
$2.81M +$2.81M +43,668 New
KFP
236
KMG Fiduciary Partners
Ohio
$2.77M -$614K -9,542 -18%
BMSSC
237
B. Metzler seel. Sohn & Co
Germany
$2.77M +$103K +1,604 +4%
LMGAM
238
Liberty Mutual Group Asset Management
Massachusetts
$2.77M -$2.13M -33,091 -43%
DILIC
239
Dai-ichi Life Insurance Company
Japan
$2.77M – – –
RIM
240
Redpoint Investment Management
Australia
$2.7M +$58.4K +908 +2%
MLICM
241
Metropolitan Life Insurance Company (MetLife)
New York
$2.7M -$352K -5,466 -12%
Credit Agricole
242
Credit Agricole
France
$2.7M -$2.67M -41,497 -50%
TCM
243
Tekla Capital Management
Massachusetts
$2.67M -$10.4M -161,599 -80%
LM
244
Lincluden Management
Ontario, Canada
$2.57M +$853K +13,265 +50%
CS
245
Candriam SCA
Luxembourg
$2.56M -$10.4M -161,858 -80%
MFS
246
Mirabella Financial Services
United Kingdom
$2.5M -$1.53M -23,764 -38%
Creative Planning
247
Creative Planning
Kansas
$2.48M +$660K +10,261 +36%
Parallax Volatility Advisers
248
Parallax Volatility Advisers
California
$2.47M +$2.47M +38,454 New
Northwestern Mutual Wealth Management
249
Northwestern Mutual Wealth Management
Wisconsin
$2.44M +$72.1K +1,122 +3%
VI
250
Versor Investments
New York
$2.44M +$43.7K +680 +2%
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