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Welltower
WELL

Overview Fund Activity

781 hedge funds and large institutions have $29.9B invested in Welltower in 2022 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 324 increasing their positions, 239 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
781
Holders Change
-32
Holders Change %
-3.94%
% of All Funds
13.51%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.24%
New
62
Increased
324
Reduced
239
Closed
83
Calls
$77.6M
Puts
$120M
Net Calls
-$42.8M
Net Calls Change
-$56.3M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.67B
2
Cohen & Steers
2
Cohen & Steers
New York
$2.58B
3
Principal Financial Group
3
Principal Financial Group
Iowa
$440M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$4.79B
5
Daiwa Securities Group
5
Daiwa Securities Group
Japan
$551M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$999M
2
Deutsche Bank
2
Deutsche Bank
Germany
$87.8M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$429M
4
Invesco
4
Invesco
Georgia
$385M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$332M
Name Holding Trade Value Shares
Change 		Shares
Change %
PRC
276
Pearl River Capital
Michigan
$1.95M +$1.02M +15,892 +111%
LSERS
277
Louisiana State Employees Retirement System
Louisiana
$1.91M +$64.3K +1,000 +3%
RBC
278
Romano Brothers & Co
Illinois
$1.85M +$1.85M +28,703 New
NWM
279
Nicola Wealth Management
British Columbia, Canada
$1.81M -$538K -8,370 -23%
Holocene Advisors
280
Holocene Advisors
New York
$1.81M +$1.81M +28,070 New
PAG
281
Private Advisor Group
New Jersey
$1.79M -$551K -8,567 -24%
BFO
282
Boston Family Office
Massachusetts
$1.77M +$180K +2,797 +11%
SAM
283
Shell Asset Management
Netherlands
$1.77M -$380K -5,908 -18%
Rafferty Asset Management
284
Rafferty Asset Management
New York
$1.77M +$414K +6,439 +31%
M
285
Mirova
France
$1.74M +$565K +8,781 +48%
CB
286
Commerce Bank
Missouri
$1.72M -$103K -1,602 -6%
William Blair & Company
287
William Blair & Company
Illinois
$1.71M +$10.4K +162 +0.6%
FAM
288
Fred Alger Management
New York
$1.7M +$198K +3,086 +13%
OC
289
Oppenheimer & Co
New York
$1.7M -$232K -3,608 -12%
PG
290
Pendal Group
Australia
$1.69M +$783K +12,176 +86%
MML Investors Services
291
MML Investors Services
Massachusetts
$1.68M +$149K +2,322 +10%
CGH
292
Crossmark Global Holdings
Texas
$1.66M +$29.7K +461 +2%
PS
293
Pensionfund Sabic
Netherlands
$1.63M -$64.3K -1,000 -4%
VPIM
294
Vanguard Personalized Indexing Management
California
$1.62M -$26.6K -414 -2%
MIAN
295
Mariner Independent Advisor Network
Kansas
$1.61M +$35.1K +546 +2%
OPPTF
296
OPSEU Pension Plan Trust Fund
Ontario, Canada
$1.61M +$33.5K +513 +2%
QC
297
Quadrature Capital
United Kingdom
$1.6M +$1.35M +21,018 +540%
SPFA
298
Summit Place Financial Advisors
New Jersey
$1.58M +$294K +4,575 +23%
Mercer Global Advisors
299
Mercer Global Advisors
Colorado
$1.57M -$223K -3,464 -12%
OSAM
300
O'Shaughnessy Asset Management
Connecticut
$1.57M -$165K -2,565 -10%
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