WELL icon

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 %
CIM
26
Centersquare Investment Management
Pennsylvania
$202M -$3.39M -52,640 -2%
Sumitomo Mitsui Trust Group
27
Sumitomo Mitsui Trust Group
Japan
$197M +$9.56M +148,694 +5%
MSE
28
MUFG Securities EMEA
United Kingdom
$196M – – –
Prudential Financial
29
Prudential Financial
New Jersey
$190M -$24.8M -385,689 -12%
Ameriprise
30
Ameriprise
Minnesota
$172M +$88.8K +1,390 +0.1%
Amundi
31
Amundi
France
$169M +$65.7M +1,042,945 +64%
Janus Henderson Group
32
Janus Henderson Group
United Kingdom
$168M +$87.8M +1,364,695 +109%
DPIM
33
Duff & Phelps Investment Management
Illinois
$152M +$19.2M +296,875 +14%
Swiss National Bank
34
Swiss National Bank
Switzerland
$127M +$1.74M +27,100 +1%
Goldman Sachs
35
Goldman Sachs
New York
$126M +$936K +14,558 +0.8%
Schroder Investment Management Group
36
Schroder Investment Management Group
United Kingdom
$123M -$4.45M -69,220 -3%
Massachusetts Financial Services
37
Massachusetts Financial Services
Massachusetts
$117M +$858K +13,336 +0.7%
SEI Investments
38
SEI Investments
Pennsylvania
$115M +$6.86M +106,709 +6%
Russell Investments Group
39
Russell Investments Group
United Kingdom
$112M -$53.5M -833,499 -32%
HRES
40
Heitman Real Estate Securities
Illinois
$109M +$6.61M +102,745 +6%
Macquarie Group
41
Macquarie Group
Australia
$108M +$1.27M +19,714 +1%
Canada Pension Plan Investment Board
42
Canada Pension Plan Investment Board
Ontario, Canada
$105M -$5.28M -82,100 -5%
AllianceBernstein
43
AllianceBernstein
Tennessee
$93.6M +$4.94M +76,802 +6%
LIMS
44
Lasalle Investment Management Securities
Maryland
$90.6M +$11.8M +183,136 +15%
Deutsche Bank
45
Deutsche Bank
Germany
$87.8M -$213M -3,306,939 -71%
PAMS
46
Pictet Asset Management (Switzerland)
Switzerland
$86.8M +$1.99M +31,087 +2%
Renaissance Technologies
47
Renaissance Technologies
New York
$85M +$60.3M +936,800 +243%
Neuberger Berman Group
48
Neuberger Berman Group
New York
$81.9M -$2.79M -43,406 -3%
American Century Companies
49
American Century Companies
Missouri
$74.2M -$5.98M -93,017 -7%
SO
50
STRS Ohio
Ohio
$73.1M +$8.43M +131,049 +13%
1
2
3 4 5