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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 %
Boston Partners
26
Boston Partners
Massachusetts
$213M 3,246,388 -325,947 -9%
Sumitomo Mitsui Trust Group
27
Sumitomo Mitsui Trust Group
Japan
$197M 2,999,559 -60,526 -2%
Amundi
28
Amundi
France
$191M 2,744,909 +60,157 +2%
PI
29
PGGM Investments
Netherlands
$179M 2,723,584 +1,596,237 +142%
Bank of America
30
Bank of America
North Carolina
$175M 2,670,385 -1,476,592 -36%
Ameriprise
31
Ameriprise
Minnesota
$163M 2,567,991 -118,189 -4%
DPIM
32
Duff & Phelps Investment Management
Illinois
$157M 2,427,337 +73,700 +3%
Russell Investments Group
33
Russell Investments Group
United Kingdom
$142M 2,162,270 +420,409 +24%
SEI Investments
34
SEI Investments
Pennsylvania
$126M 1,928,851 +140,534 +8%
Swiss National Bank
35
Swiss National Bank
Switzerland
$123M 1,883,300 -84,080 -4%
Goldman Sachs
36
Goldman Sachs
New York
$117M 1,786,061 -166,967 -9%
Janus Henderson Group
37
Janus Henderson Group
United Kingdom
$113M 1,717,198 -896,186 -34%
Macquarie Group
38
Macquarie Group
Australia
$109M 1,664,654 -12,148 -0.7%
HRES
39
Heitman Real Estate Securities
Illinois
$105M 1,599,001 -94,743 -6%
HSBC Holdings
40
HSBC Holdings
United Kingdom
$95.4M 1,457,795 +380,948 +35%
LIMS
41
Lasalle Investment Management Securities
Maryland
$92.8M 1,415,368 +7,398 +0.5%
Canada Pension Plan Investment Board
42
Canada Pension Plan Investment Board
Ontario, Canada
$90.7M 1,383,130 -241,900 -15%
PAMS
43
Pictet Asset Management (Switzerland)
Switzerland
$89.2M 1,360,791 +3,433 +0.3%
SO
44
STRS Ohio
Ohio
$83.2M 1,269,641 +133,422 +12%
ACM
45
Adelante Capital Management
California
$81.8M 1,247,259 +135,638 +12%
BC
46
Brookfield Corp
Ontario, Canada
$80.2M 1,223,793 +199,213 +19%
Wells Fargo
47
Wells Fargo
California
$79.7M 1,215,270 +170,554 +16%
AllianceBernstein
48
AllianceBernstein
Tennessee
$79.2M 1,208,857 -246,896 -17%
Neuberger Berman Group
49
Neuberger Berman Group
New York
$78M 1,189,516 -83,809 -7%
CS
50
Credit Suisse
Switzerland
$77.1M 1,175,485 +147,954 +14%
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