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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 %
BAMF
251
BI Asset Management Fondsmaeglerselskab
Denmark
$2.49M 37,918 +26,261 +225%
Northwestern Mutual Wealth Management
252
Northwestern Mutual Wealth Management
Wisconsin
$2.46M 37,486 -462 -1%
NWM
253
Nicola Wealth Management
British Columbia, Canada
$2.45M 37,435 +9,300 +33%
MSRPS
254
Maryland State Retirement & Pension System
Maryland
$2.44M 37,200 +37,200 New
BAMCO Inc
255
BAMCO Inc
New York
$2.43M 37,084 +15,269 +70%
VIA
256
Vident Investment Advisory
Georgia
$2.41M 36,800 +1,847 +5%
KCM
257
Kornitzer Capital Management
Kansas
$2.41M 36,790 – –
BMSSC
258
B. Metzler seel. Sohn & Co
Germany
$2.4M 36,629 -6,435 -15%
OPERF
259
Oregon Public Employees Retirement Fund
Oregon
$2.39M 36,445 -34,535 -49%
KRS
260
Kentucky Retirement Systems
Kentucky
$2.39M 36,431 +159 +0.4%
Nordea Investment Management
261
Nordea Investment Management
Sweden
$2.36M 35,984 -772 -2%
EMPI
262
Elo Mutual Pension Insurance
Finland
$2.35M 35,871 +1,775 +5%
MS
263
Maven Securities
Jersey
$2.28M 34,810 +285 +0.8%
BFM
264
Boothbay Fund Management
New York
$2.28M 34,748 +30,573 +732%
AAF
265
Andra AP-fonden
Sweden
$2.26M 34,500 -14,500 -30%
BRWA
266
B. Riley Wealth Advisors
Florida
$2.26M 34,421 -500 -1%
LMIM
267
Lockheed Martin Investment Management
Maryland
$2.24M 34,153 +3,700 +12%
Impax Asset Management Group
268
Impax Asset Management Group
United Kingdom
$2.23M 34,060 -267,152 -89%
KA
269
Kintegral Advisory
New York
$2.11M 32,249 +28,116 +680%
PP
270
Prudential plc
United Kingdom
$2.08M 31,785 +8,949 +39%
RRWA
271
Rainey & Randall Wealth Advisors
Florida
$2.05M 31,289 -2,956 -9%
Connor, Clark & Lunn Investment Management (CC&L)
272
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.04M 31,089 +17,585 +130%
LSERS
273
Louisiana State Employees Retirement System
Louisiana
$2M 30,500 +800 +3%
Vontobel Holding
274
Vontobel Holding
Switzerland
$1.99M 30,679 +18,507 +152%
UCFA
275
United Capital Financial Advisors
Texas
$1.98M 30,173 -1,523 -5%
9 10
11
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