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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 %
MSRPS
251
Maryland State Retirement & Pension System
Maryland
$3.07M +$60.3K +746 +2%
MLICM
252
Metropolitan Life Insurance Company (MetLife)
New York
$2.98M +$92.1K +1,138 +3%
KCM
253
Kornitzer Capital Management
Kansas
$2.98M – – –
ST
254
Spinnaker Trust
Maine
$2.97M +$53.4K +660 +2%
CGPCS
255
Capital Group Private Client Services
California
$2.93M +$2.93M +36,165 New
TRCT
256
Tower Research Capital (TRC)
New York
$2.85M +$1.7M +21,056 +149%
VPIM
257
Vanguard Personalized Indexing Management
California
$2.83M +$271K +3,352 +11%
AM
258
AGF Management
Ontario, Canada
$2.83M +$934K +11,549 +49%
BMSSC
259
B. Metzler seel. Sohn & Co
Germany
$2.79M -$44.9K -555 -2%
BRWA
260
B. Riley Wealth Advisors
Florida
$2.78M -$531K -6,563 -16%
Wolverine Trading
261
Wolverine Trading
Illinois
$2.77M +$851K +10,582 +44%
PP
262
Prudential plc
United Kingdom
$2.68M +$99.1K +1,225 +4%
Impax Asset Management Group
263
Impax Asset Management Group
United Kingdom
$2.67M -$79.5K -983 -3%
KBC Group
264
KBC Group
Belgium
$2.61M -$276K -3,412 -10%
RRWA
265
Rainey & Randall Wealth Advisors
Florida
$2.6M +$33K +408 +1%
SAM
266
Shell Asset Management
Netherlands
$2.55M -$237K -2,933 -9%
BAMF
267
BI Asset Management Fondsmaeglerselskab
Denmark
$2.52M +$1.16M +14,284 +84%
MML Investors Services
268
MML Investors Services
Massachusetts
$2.52M +$226K +2,799 +10%
SPFA
269
Summit Place Financial Advisors
New Jersey
$2.5M +$54.4K +673 +2%
Pacer Advisors
270
Pacer Advisors
Pennsylvania
$2.49M +$160K +1,983 +7%
LSERS
271
Louisiana State Employees Retirement System
Louisiana
$2.48M – – –
KA
272
Kintegral Advisory
New York
$2.48M – – –
OSAM
273
O'Shaughnessy Asset Management
Connecticut
$2.46M +$290K +3,586 +13%
FAM
274
Fred Alger Management
New York
$2.41M – – –
Corient Private Wealth
275
Corient Private Wealth
Florida
$2.39M +$208K +2,566 +10%
9 10
11
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