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Welltower
WELL

Overview Fund Activity

802 hedge funds and large institutions have $36.5B invested in Welltower in 2021 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 297 increasing their positions, 257 reducing their positions, and 57 closing their positions.

Holders
802
Holders Change
+45
Holders Change %
+5.94%
% of All Funds
12.39%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
116
Increased
297
Reduced
257
Closed
57
Calls
$126M
Puts
$145M
Net Calls
-$18.7M
Net Calls Change
+$10.1M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$2.95B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.35B
3
BlackRock
3
BlackRock
New York
$4.09B
4
Credit Agricole
4
Credit Agricole
France
$232M
5
State Street
5
State Street
Massachusetts
$2.37B

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.1B
2
Principal Financial Group
2
Principal Financial Group
Iowa
$392M
3
CIM
3
Centersquare Investment Management
Pennsylvania
$235M
4
HM
4
HealthCor Management
New York
$0
5
N
5
Natixis
France
$7.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
Boston Partners
26
Boston Partners
Massachusetts
$276M -$2.22M -25,897 -0.8%
Goldman Sachs
27
Goldman Sachs
New York
$268M +$114M +1,332,620 +74%
Ameriprise
28
Ameriprise
Minnesota
$241M +$12.7M +153,052 +6%
CIM
29
Centersquare Investment Management
Pennsylvania
$235M -$95.1M -1,109,131 -29%
Credit Agricole
30
Credit Agricole
France
$232M +$223M +2,604,048 +2,541%
Prudential Financial
31
Prudential Financial
New Jersey
$227M -$11.6M -143,085 -5%
Russell Investments Group
32
Russell Investments Group
United Kingdom
$220M +$12.6M +147,411 +6%
Bank of America
33
Bank of America
North Carolina
$214M +$12.6M +146,904 +6%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$196M -$30.4M -354,511 -13%
American Century Companies
35
American Century Companies
Missouri
$157M +$5.56M +64,866 +4%
BC
36
Brookfield Corp
Ontario, Canada
$151M -$10M -116,689 -6%
SEI Investments
37
SEI Investments
Pennsylvania
$144M +$11.5M +133,616 +9%
CCM
38
Cullen Capital Management
New York
$140M -$7.11M -82,839 -5%
DPIM
39
Duff & Phelps Investment Management
Illinois
$139M +$9.53M +111,080 +7%
Swiss National Bank
40
Swiss National Bank
Switzerland
$138M -$3.84M -44,800 -3%
PPA
41
Parametric Portfolio Associates
Washington
$131M +$9.71M +113,183 +8%
Canada Pension Plan Investment Board
42
Canada Pension Plan Investment Board
Ontario, Canada
$129M +$9.6M +111,919 +8%
Amundi
43
Amundi
France
$126M +$22.7M +259,805 +22%
ACI
44
AMP Capital Investors
Australia
$126M -$15.5M -180,266 -11%
ACM
45
Adelante Capital Management
California
$115M -$5.45M -63,496 -5%
ACM
46
AEW Capital Management
Massachusetts
$114M -$18M -210,100 -14%
Massachusetts Financial Services
47
Massachusetts Financial Services
Massachusetts
$111M -$45.6M -531,353 -29%
HRES
48
Heitman Real Estate Securities
Illinois
$110M -$10.1M -117,546 -8%
Neuberger Berman Group
49
Neuberger Berman Group
New York
$108M +$20.9M +244,196 +24%
Wells Fargo
50
Wells Fargo
California
$103M -$15.3M -178,584 -13%
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