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Welltower
WELL

Overview Fund Activity

807 hedge funds and large institutions have $39.9B invested in Welltower in 2023 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 299 increasing their positions, 256 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
807
Holders Change
+36
Holders Change %
+4.67%
% of All Funds
12.73%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.28%
New
78
Increased
299
Reduced
256
Closed
38
Calls
$134M
Puts
$41.8M
Net Calls
+$92.1M
Net Calls Change
+$56.1M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$1.73B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$2.19B
3
BlackRock
3
BlackRock
New York
$4.32B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$611M
5
CIMLRA
5
CBRE Investment Management Listed Real Assets
Pennsylvania
$203M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$3.07B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.17B
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$648M
4
OIAM
4
OFI Invest Asset Management
France
$1.24M
5
Bank of America
5
Bank of America
North Carolina
$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
Robeco Institutional Asset Management
226
Robeco Institutional Asset Management
Netherlands
$3.66M -$288K -3,563 -7%
CAN
227
Cetera Advisor Networks
California
$3.63M -$156K -1,932 -4%
BCIM
228
British Columbia Investment Management
British Columbia, Canada
$3.62M +$217K +2,680 +6%
CS
229
Candriam SCA
Luxembourg
$3.62M -$2.73M -33,794 -43%
Creative Planning
230
Creative Planning
Kansas
$3.59M +$129K +1,600 +4%
DILIC
231
Dai-ichi Life Insurance Company
Japan
$3.51M -$1.21M -15,000 -26%
TRSOTSOK
232
Teachers Retirement System of the State of Kentucky
Kentucky
$3.41M -$138K -1,707 -4%
HIMCH
233
Hartford Investment Management Co (HIMCO)
Connecticut
$3.38M -$301K -3,723 -8%
TCM
234
Tekla Capital Management
Massachusetts
$3.36M – – –
PAM
235
Private Asset Management
California
$3.34M -$535K -6,620 -14%
EMPI
236
Elo Mutual Pension Insurance
Finland
$3.3M +$252K +3,111 +8%
NWM
237
Nicola Wealth Management
British Columbia, Canada
$3.29M -$569K -7,040 -15%
SAM
238
Securian Asset Management
Minnesota
$3.28M +$121K +1,500 +4%
Brown Advisory
239
Brown Advisory
Maryland
$3.26M -$726K -8,976 -18%
Bank of Nova Scotia
240
Bank of Nova Scotia
Ontario, Canada
$3.25M +$601K +7,429 +23%
VIA
241
Vident Investment Advisory
Georgia
$3.24M -$2.1K -26 -0.1%
OAM
242
Oppenheimer Asset Management
New York
$3.24M -$1.63M -20,198 -34%
KRS
243
Kentucky Retirement Systems
Kentucky
$3.23M +$210K +2,601 +7%
Nordea Investment Management
244
Nordea Investment Management
Sweden
$3.22M +$294K +3,632 +10%
US Bancorp
245
US Bancorp
Minnesota
$3.17M -$14.7K -182 -0.5%
Cambridge Investment Research Advisors
246
Cambridge Investment Research Advisors
Iowa
$3.15M -$514K -6,351 -14%
OPERF
247
Oregon Public Employees Retirement Fund
Oregon
$3.13M +$179K +2,219 +6%
Fifth Third Bancorp
248
Fifth Third Bancorp
Ohio
$3.11M -$323K -3,995 -9%
KFP
249
KMG Fiduciary Partners
Ohio
$3.08M -$124K -1,531 -4%
LMIM
250
Lockheed Martin Investment Management
Maryland
$3.08M +$315K +3,900 +11%
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