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Welltower

771 hedge funds and large institutions have $34.4B invested in Welltower in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 283 increasing their positions, 262 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
771
Holders Change
-24
Holders Change %
-3.02%
% of All Funds
12.34%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.26%
New
67
Increased
283
Reduced
262
Closed
71
Calls
$90.7M
Puts
$54.7M
Net Calls
+$36M
Net Calls Change
+$155M
Name Holding Trade Value Shares
Change
Shares
Change %
Russell Investments Group
26
Russell Investments Group
United Kingdom
$239M +$84.3M +1,177,163 +54%
Prudential Financial
27
Prudential Financial
New Jersey
$224M -$28.2M -392,902 -11%
Bank of America
28
Bank of America
North Carolina
$223M +$31.7M +442,287 +17%
Boston Partners
29
Boston Partners
Massachusetts
$207M -$26.1M -363,577 -11%
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$196M -$18.7M -261,354 -9%
PI
31
PGGM Investments
Netherlands
$193M -$2.73M -38,074 -1%
Amundi
32
Amundi
France
$183M -$11.7M -165,194 -6%
DPIM
33
Duff & Phelps Investment Management
Illinois
$170M -$4.47M -62,325 -3%
Ameriprise
34
Ameriprise
Minnesota
$164M -$18.5M -260,975 -10%
VOYA Investment Management
35
VOYA Investment Management
Georgia
$139M +$78.4M +1,093,782 +130%
Goldman Sachs
36
Goldman Sachs
New York
$135M +$6.9M +96,306 +5%
Swiss National Bank
37
Swiss National Bank
Switzerland
$134M -$581K -8,100 -0.4%
SEI Investments
38
SEI Investments
Pennsylvania
$133M -$5.43M -75,745 -4%
Janus Henderson Group
39
Janus Henderson Group
United Kingdom
$127M +$4.44M +61,887 +4%
HRES
40
Heitman Real Estate Securities
Illinois
$116M +$1.34M +18,741 +1%
Macquarie Group
41
Macquarie Group
Australia
$113M +$174K +2,576 +0.2%
Canada Pension Plan Investment Board
42
Canada Pension Plan Investment Board
Ontario, Canada
$97.6M -$1.6M -22,324 -2%
LIMS
43
Lasalle Investment Management Securities
Maryland
$86.2M -$15.3M -213,044 -15%
PAMS
44
Pictet Asset Management (Switzerland)
Switzerland
$85.6M -$12M -166,963 -12%
CS
45
Credit Suisse
Switzerland
$85.5M +$1.19M +16,589 +1%
ACM
46
Adelante Capital Management
California
$85.5M -$3.96M -55,298 -4%
HSBC Holdings
47
HSBC Holdings
United Kingdom
$84M -$20.5M -285,601 -20%
AllianceBernstein
48
AllianceBernstein
Tennessee
$82.5M -$4.16M -57,979 -5%
Wells Fargo
49
Wells Fargo
California
$80.4M -$6.73M -93,920 -8%
Neuberger Berman Group
50
Neuberger Berman Group
New York
$77.8M -$7.43M -103,602 -9%