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Welltower
WELL

Overview Fund Activity

795 hedge funds and large institutions have $30.5B invested in Welltower in 2022 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 297 increasing their positions, 268 reducing their positions, and 63 closing their positions.

Holders
795
Holders Change
+14
Holders Change %
+1.79%
% of All Funds
12.83%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.29%
New
99
Increased
297
Reduced
268
Closed
63
Calls
$72.1M
Puts
$191M
Net Calls
-$119M
Net Calls Change
-$75.7M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$3.12B
2
Capital International Investors
2
Capital International Investors
California
$228M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$671M
4
Daiwa Securities Group
4
Daiwa Securities Group
Japan
$669M
5
CIM
5
Centersquare Investment Management
Pennsylvania
$311M

Top Sellers

1
MSE
1
MUFG Securities EMEA
United Kingdom
$0
2
RC
2
Resolution Capital
Australia
$350M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.58B
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$21.9M
5
Bank of America
5
Bank of America
North Carolina
$175M
Name Market Value Shares Shares
Change 		Shares
Change %
WCM
226
Windward Capital Management
California
$3.25M 49,599 -170 -0.3%
Walleye Trading
227
Walleye Trading
New York
$3.23M 49,245 -16,760 -25%
PGFC
228
Peapack-Gladstone Financial Corp
New Jersey
$3.16M 48,237 -812 -2%
CA
229
Callahan Advisors
Texas
$3.14M 47,924 +10,227 +27%
NB
230
Norinchukin Bank
Japan
$3.05M 46,542 -2,852 -6%
Cambridge Investment Research Advisors
231
Cambridge Investment Research Advisors
Iowa
$3.03M 46,262 -42 -0.1%
APG Asset Management
232
APG Asset Management
Netherlands
$3M 45,826 +28,276 +161%
CAN
233
Cetera Advisor Networks
California
$2.97M 45,376 +8,209 +22%
GAM
234
Gotham Asset Management
New York
$2.97M 45,334 +39,630 +695%
Bank of Nova Scotia
235
Bank of Nova Scotia
Ontario, Canada
$2.95M 44,934 -3,985 -8%
Robeco Institutional Asset Management
236
Robeco Institutional Asset Management
Netherlands
$2.91M 44,418 -39,064 -47%
TRSOTSOK
237
Teachers Retirement System of the State of Kentucky
Kentucky
$2.88M 43,882 – –
Rafferty Asset Management
238
Rafferty Asset Management
New York
$2.82M 43,065 +15,555 +57%
Fifth Third Bancorp
239
Fifth Third Bancorp
Ohio
$2.77M 42,298 +9,723 +30%
MLICM
240
Metropolitan Life Insurance Company (MetLife)
New York
$2.75M 41,958 -41 -0.1%
TCM
241
Tekla Capital Management
Massachusetts
$2.72M 41,484 – –
BCIM
242
British Columbia Investment Management
British Columbia, Canada
$2.69M 40,976 -3,778 -8%
AAM
243
Advisors Asset Management
Colorado
$2.66M 40,596 +3,012 +8%
Creative Planning
244
Creative Planning
Kansas
$2.65M 40,455 +1,840 +5%
KFP
245
KMG Fiduciary Partners
Ohio
$2.63M 40,146 -2,988 -7%
HIMCH
246
Hartford Investment Management Co (HIMCO)
Connecticut
$2.62M 39,968 -9,909 -20%
LM
247
Lincluden Management
Ontario, Canada
$2.61M 39,882 – –
US Bancorp
248
US Bancorp
Minnesota
$2.6M 39,614 -4,766 -11%
SAM
249
Securian Asset Management
Minnesota
$2.55M 38,845 +1,144 +3%
ST
250
Spinnaker Trust
Maine
$2.5M 38,073 +794 +2%
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