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Welltower
WELL

Overview Fund Activity

842 hedge funds and large institutions have $42.1B invested in Welltower in 2022 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 310 increasing their positions, 277 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
842
Holders Change
+40
Holders Change %
+4.99%
% of All Funds
13.32%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.27%
New
104
Increased
310
Reduced
277
Closed
52
Calls
$140M
Puts
$117M
Net Calls
+$22.4M
Net Calls Change
+$41.1M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$932M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$342M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$280M
4
State Street
State Street
Massachusetts
+$246M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$120M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$290M
2
Credit Agricole
Credit Agricole
France
-$251M
3
CCM
Cullen Capital Management
New York
-$157M
4
BlackRock
BlackRock
New York
-$135M
5
Invesco
Invesco
Georgia
-$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
RRWA
251
Rainey & Randall Wealth Advisors
Florida
$3.4M +$2.21K +23 +0.1%
OPERF
252
Oregon Public Employees Retirement Fund
Oregon
$3.38M +$77.4K +805 +2%
EMPI
253
Elo Mutual Pension Insurance
Finland
$3.29M +$243K +2,528 +8%
VIA
254
Vident Investment Advisory
Georgia
$3.27M +$111K +1,152 +4%
Wolverine Trading
255
Wolverine Trading
Illinois
$3.22M +$81.8K +836 +3%
MSRPS
256
Maryland State Retirement & Pension System
Maryland
$3.21M – – –
DILIC
257
Dai-ichi Life Insurance Company
Japan
$3.17M +$12K +125 +0.4%
UCFA
258
United Capital Financial Advisors
Texas
$3.16M -$307K -3,189 -9%
AIM
259
Achmea Investment Management
Netherlands
$3.1M +$3.1M +32,194 New
Baird Financial Group
260
Baird Financial Group
Wisconsin
$2.99M +$94.4K +982 +3%
LM
261
Lincluden Management
Ontario, Canada
$2.93M -$3.48M -36,180 -54%
Mercer Global Advisors
262
Mercer Global Advisors
Colorado
$2.92M +$355K +3,698 +14%
EDRH
263
Edmond de Rothschild Holding
Switzerland
$2.92M +$234K +2,431 +9%
TRSOTSOK
264
Teachers Retirement System of the State of Kentucky
Kentucky
$2.87M -$125K -1,297 -4%
SAM
265
Shell Asset Management
Netherlands
$2.87M +$143K +1,489 +5%
X
266
Xponance
Pennsylvania
$2.84M +$104K +1,080 +4%
JG
267
Jefferies Group
New York
$2.84M -$6.46M -67,198 -69%
Wealthfront Advisers
268
Wealthfront Advisers
California
$2.78M +$288K +2,993 +12%
PS
269
Pensionfund Sabic
Netherlands
$2.72M -$481K -5,000 -15%
FC
270
FORA Capital
Florida
$2.69M +$2.69M +27,477 New
OC
271
Oppenheimer & Co
New York
$2.68M +$199K +2,075 +8%
LSERS
272
Louisiana State Employees Retirement System
Louisiana
$2.68M +$19.5K +200 +0.7%
KRS
273
Kentucky Retirement Systems
Kentucky
$2.67M +$125K +1,305 +5%
CB
274
Commerce Bank
Missouri
$2.65M -$69K -718 -3%
APG Asset Management
275
APG Asset Management
Netherlands
$2.63M -$1.16M -13,400 -31%
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