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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 %
MML Investors Services
276
MML Investors Services
Massachusetts
$1.94M 29,599 +3,458 +13%
VI
277
Vestcor Inc
New Brunswick, Canada
$1.92M 29,287 +9,279 +46%
N
278
Natixis
France
$1.91M 29,160 -43,066 -60%
BFO
279
Boston Family Office
Massachusetts
$1.89M 28,803 +1,210 +4%
Squarepoint
280
Squarepoint
New York
$1.88M 28,735 -37,255 -56%
DCM
281
Dupont Capital Management
Delaware
$1.88M 28,661 -2,028 -7%
VPIM
282
Vanguard Personalized Indexing Management
California
$1.87M 28,598 +3,396 +13%
William Blair & Company
283
William Blair & Company
Illinois
$1.87M 28,508 +2,006 +8%
RBC
284
Romano Brothers & Co
Illinois
$1.86M 28,403 -300 -1%
FAM
285
Fred Alger Management
New York
$1.86M 28,362 +1,866 +7%
Mercer Global Advisors
286
Mercer Global Advisors
Colorado
$1.82M 27,717 +3,278 +13%
PRC
287
Pearl River Capital
Michigan
$1.8M 27,461 -2,779 -9%
BCM
288
Bayesian Capital Management
New York
$1.78M 27,200 +27,200 New
CGH
289
Crossmark Global Holdings
Texas
$1.77M 27,000 +1,179 +5%
PWMAG
290
Pinnacle Wealth Management Advisory Group
New Jersey
$1.75M 26,760 -4,558 -15%
SPFA
291
Summit Place Financial Advisors
New Jersey
$1.72M 26,225 +1,600 +6%
OSAM
292
O'Shaughnessy Asset Management
Connecticut
$1.7M 25,980 +1,568 +6%
CB
293
Commerce Bank
Missouri
$1.69M 25,828 -982 -4%
PS
294
Pensionfund Sabic
Netherlands
$1.66M 25,259 – –
D.E. Shaw & Co
295
D.E. Shaw & Co
New York
$1.65M 25,174 -9,247 -27%
CA
296
Commerzbank Aktiengesellschaft
Germany
$1.61M 24,528 +9,996 +69%
FC
297
Forte Capital
New York
$1.54M 23,462 -495 -2%
Baird Financial Group
298
Baird Financial Group
Wisconsin
$1.53M 23,370 +466 +2%
CIA
299
Capital Investment Advisors
Georgia
$1.52M 23,153 +125 +0.5%
CSS
300
Cubist Systematic Strategies
Connecticut
$1.51M 23,099 +12,378 +115%
10 11
12
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