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

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$999M
2
Deutsche Bank
Deutsche Bank
Germany
$87.8M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$429M
4
Invesco
Invesco
Georgia
$385M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$332M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
326
Raymond James Trust
Florida
$1.23M -$25.6K -398 -2%
QIM
327
Quantitative Investment Management
Virginia
$1.2M +$1.2M +18,692 New
Jane Street
328
Jane Street
New York
$1.19M +$180K +2,801 +18%
BCB
329
Brian C. Broderick
$1.19M +$225K +3,500 +23%
MHS
330
M Holdings Securities
Oregon
$1.18M -$1.16K -18 -0.1%
TRCT
331
Tower Research Capital (TRC)
New York
$1.18M -$626K -9,737 -35%
USCWA
332
U.S. Capital Wealth Advisors
Texas
$1.16M – – –
USAA
333
United Services Automobile Association
Texas
$1.16M +$130K +2,023 +13%
APG Asset Management
334
APG Asset Management
Netherlands
$1.15M -$2.59M -39,400 -69%
Assenagon Asset Management
335
Assenagon Asset Management
Luxembourg
$1.14M +$688K +10,696 +153%
Wealthfront Advisers
336
Wealthfront Advisers
California
$1.13M -$444K -6,905 -28%
PAM
337
Panagora Asset Management
Massachusetts
$1.12M +$2.51K +39 +0.2%
BA
338
Bridgewater Associates
Connecticut
$1.12M -$12.9M -200,731 -92%
IMRF
339
Illinois Municipal Retirement Fund
Illinois
$1.11M -$2.7M -41,963 -71%
NMIMC
340
Northwestern Mutual Investment Management Company
Wisconsin
$1.11M -$192K -2,982 -15%
Susquehanna International Group
341
Susquehanna International Group
Pennsylvania
$1.08M -$2.95M -45,822 -73%
SAM
342
Sompo Asset Management
Japan
$1.08M +$141K +2,200 +15%
AA
343
Ancora Advisors
Ohio
$1.07M -$15.2K -237 -1%
AFA
344
American Financial Advisors
Georgia
$1.07M -$3.54K -55 -0.3%
KRSITF
345
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.07M +$70.5K +1,096 +7%
PAM
346
Paradigm Asset Management
New York
$1.06M -$6.43K -100 -0.6%
WB
347
WesBanco Bank
West Virginia
$1.05M -$81.7K -1,272 -7%
BPC
348
Banque Pictet & Cie
Switzerland
$1.04M +$1.04M +16,218 New
BA
349
Bard Associates
Illinois
$1.03M -$20.8K -323 -2%
CG
350
Colony Group
Massachusetts
$1.02M +$53.1K +826 +5%
12 13
14
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