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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Boston Partners
26
Boston Partners
Massachusetts
$277M 3,361,280 +54,969 +2%
Prudential Financial
27
Prudential Financial
New Jersey
$275M 3,343,994 +484,591 +17%
CIM
28
Centersquare Investment Management
Pennsylvania
$263M 3,194,596 +158,010 +5%
MSE
29
MUFG Securities EMEA
United Kingdom
$251M 3,051,525 +3,051,525 New
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$240M 2,911,391 +249,143 +9%
Ameriprise
31
Ameriprise
Minnesota
$213M 2,684,790 -260,026 -9%
Russell Investments Group
32
Russell Investments Group
United Kingdom
$212M 2,575,360 -28,727 -1%
DPIM
33
Duff & Phelps Investment Management
Illinois
$168M 2,056,762 +302,500 +17%
Schroder Investment Management Group
34
Schroder Investment Management Group
United Kingdom
$164M 1,985,797 +768,241 +63%
Swiss National Bank
35
Swiss National Bank
Switzerland
$160M 1,940,280 +55,000 +3%
Goldman Sachs
36
Goldman Sachs
New York
$160M 1,938,470 -68,216 -3%
Massachusetts Financial Services
37
Massachusetts Financial Services
Massachusetts
$149M 1,806,331 +475,123 +36%
Canada Pension Plan Investment Board
38
Canada Pension Plan Investment Board
Ontario, Canada
$141M 1,707,130 -126,600 -7%
SEI Investments
39
SEI Investments
Pennsylvania
$138M 1,681,608 +6,765 +0.4%
Macquarie Group
40
Macquarie Group
Australia
$137M 1,657,088 -32,918 -2%
CIMLRA
41
CBRE Investment Management Listed Real Assets
Pennsylvania
$135M 1,634,286 -3,104 -0.2%
Amundi
42
Amundi
France
$132M 1,641,807 -82,646 -5%
HRES
43
Heitman Real Estate Securities
Illinois
$131M 1,590,999 +106,890 +7%
DZ Bank
44
DZ Bank
Germany
$126M 1,530,456 +568,842 +59%
AllianceBernstein
45
AllianceBernstein
Tennessee
$114M 1,378,951 +220,254 +19%
PAMS
46
Pictet Asset Management (Switzerland)
Switzerland
$109M 1,326,271 +88,834 +7%
Neuberger Berman Group
47
Neuberger Berman Group
New York
$108M 1,316,731 -4,761 -0.4%
Janus Henderson Group
48
Janus Henderson Group
United Kingdom
$103M 1,248,689 -109,869 -8%
BC
49
Brookfield Corp
Ontario, Canada
$103M 1,248,600 -304,006 -20%
American Century Companies
50
American Century Companies
Missouri
$103M 1,247,129 -474,628 -28%
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