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Welltower
WELL

Overview Fund Activity

771 hedge funds and large institutions have $34.4B invested in Welltower in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 283 increasing their positions, 262 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
771
Holders Change
-24
Holders Change %
-3.02%
% of All Funds
12.34%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.26%
New
67
Increased
283
Reduced
262
Closed
71
Calls
$90.7M
Puts
$54.7M
Net Calls
+$36M
Net Calls Change
+$155M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$796M
2
Deutsche Bank
Deutsche Bank
Germany
+$286M
3
Invesco
Invesco
Georgia
+$146M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$112M
5
Russell Investments Group
Russell Investments Group
United Kingdom
+$84.3M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$231M
2
ZP
Zimmer Partners
New York
-$219M
3
BC
Brookfield Corp
Ontario, Canada
-$80.2M
4
SO
STRS Ohio
Ohio
-$46.1M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$45.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
226
Cambridge Investment Research Advisors
Iowa
$3.24M -$74K -1,032 -2%
Connor, Clark & Lunn Investment Management (CC&L)
227
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.17M +$938K +13,087 +42%
TRSOTSOK
228
Teachers Retirement System of the State of Kentucky
Kentucky
$3.15M – – –
Creative Planning
229
Creative Planning
Kansas
$3.06M +$163K +2,271 +6%
Fifth Third Bancorp
230
Fifth Third Bancorp
Ohio
$3.04M +$8.39K +117 +0.3%
Allspring Global Investments
231
Allspring Global Investments
North Carolina
$3.03M -$703K -9,805 -19%
BCIM
232
British Columbia Investment Management
British Columbia, Canada
$3.02M +$79K +1,102 +3%
Walleye Trading
233
Walleye Trading
New York
$2.98M -$552K -7,699 -16%
TCM
234
Tekla Capital Management
Massachusetts
$2.97M – – –
BRWA
235
B. Riley Wealth Advisors
Florida
$2.93M +$467K +6,518 +19%
VIA
236
Vident Investment Advisory
Georgia
$2.88M +$238K +3,315 +9%
KFP
237
KMG Fiduciary Partners
Ohio
$2.84M -$36.3K -506 -1%
US Bancorp
238
US Bancorp
Minnesota
$2.82M -$15.4K -215 -0.5%
SAM
239
Securian Asset Management
Minnesota
$2.8M +$14.4K +201 +0.5%
GAM
240
Gotham Asset Management
New York
$2.78M -$474K -6,607 -15%
UOC
241
UBS O'Connor
Illinois
$2.75M +$2.75M +38,372 New
EMPI
242
Elo Mutual Pension Insurance
Finland
$2.71M +$133K +1,859 +5%
KRS
243
Kentucky Retirement Systems
Kentucky
$2.68M +$66.7K +930 +3%
MSRPS
244
Maryland State Retirement & Pension System
Maryland
$2.67M – – –
KCM
245
Kornitzer Capital Management
Kansas
$2.64M – – –
OPERF
246
Oregon Public Employees Retirement Fund
Oregon
$2.61M – – –
ST
247
Spinnaker Trust
Maine
$2.59M -$144K -2,002 -5%
Nordea Investment Management
248
Nordea Investment Management
Sweden
$2.58M +$15.7K +220 +0.6%
MLICM
249
Metropolitan Life Insurance Company (MetLife)
New York
$2.56M -$448K -6,254 -15%
KBC Group
250
KBC Group
Belgium
$2.55M -$2.87M -40,003 -53%
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