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Welltower
WELL

Overview Fund Activity

813 hedge funds and large institutions have $37.3B invested in Welltower in 2022 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 314 increasing their positions, 257 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
813
Holders Change
-29
Holders Change %
-3.44%
% of All Funds
13.75%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.3%
New
73
Increased
314
Reduced
257
Closed
89
Calls
$151M
Puts
$137M
Net Calls
+$13.5M
Net Calls Change
-$8.98M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.48B
2
BlackRock
2
BlackRock
New York
$4.11B
3
MSE
3
MUFG Securities EMEA
United Kingdom
$251M
4
Bank of America
4
Bank of America
North Carolina
$354M
5
Morgan Stanley
5
Morgan Stanley
New York
$528M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$2.81B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$760M
3
American Century Companies
3
American Century Companies
Missouri
$103M
4
Deutsche Bank
4
Deutsche Bank
Germany
$385M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$9.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
276
Allstate Corporation
Illinois
$2.42M +$245K +2,978 +11%
EDRH
277
Edmond de Rothschild Holding
Switzerland
$2.39M -$114K -1,387 -5%
LSERS
278
Louisiana State Employees Retirement System
Louisiana
$2.36M +$98.6K +1,200 +4%
CB
279
Commerce Bank
Missouri
$2.34M +$71.3K +866 +3%
Creative Planning
280
Creative Planning
Kansas
$2.34M +$86.3K +1,048 +4%
TRCT
281
Tower Research Capital (TRC)
New York
$2.31M -$8.12M -98,605 -78%
Mercer Global Advisors
282
Mercer Global Advisors
Colorado
$2.3M -$207K -2,516 -8%
AAF
283
Andra AP-fonden
Sweden
$2.28M +$2.28M +27,700 New
OSAM
284
O'Shaughnessy Asset Management
Connecticut
$2.22M +$127K +1,546 +6%
S
285
Seeyond
France
$2.2M +$329K +3,993 +18%
LM
286
Lincluden Management
Ontario, Canada
$2.19M -$319K -3,870 -13%
William Blair & Company
287
William Blair & Company
Illinois
$2.17M +$18.6K +226 +0.9%
PS
288
Pensionfund Sabic
Netherlands
$2.16M -$165K -2,000 -7%
VPIM
289
Vanguard Personalized Indexing Management
California
$2.11M +$347K +4,216 +20%
CGH
290
Crossmark Global Holdings
Texas
$2.09M +$73.3K +890 +4%
BFO
291
Boston Family Office
Massachusetts
$2.04M – – –
Wealthfront Advisers
292
Wealthfront Advisers
California
$2.01M -$375K -4,553 -16%
MIAN
293
Mariner Independent Advisor Network
Kansas
$2.01M +$39K +477 +2%
OPPTF
294
OPSEU Pension Plan Trust Fund
Ontario, Canada
$1.99M +$384K +4,643 +24%
NMERB
295
New Mexico Educational Retirement Board
New Mexico
$1.99M -$98.8K -1,200 -5%
MML Investors Services
296
MML Investors Services
Massachusetts
$1.96M -$28.8K -350 -1%
CIA
297
Capital Investment Advisors
Georgia
$1.94M -$18.7K -227 -1%
FAM
298
Fred Alger Management
New York
$1.93M +$415K +5,040 +27%
PA
299
PFG Advisors
Arizona
$1.87M +$30.1K +366 +2%
PMG
300
ProVise Management Group
Florida
$1.85M -$14.6K -177 -0.8%
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