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Welltower
WELL

Overview Fund Activity

807 hedge funds and large institutions have $39.9B invested in Welltower in 2023 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 299 increasing their positions, 256 reducing their positions, and 38 closing their positions.

Holders
807
Holders Change
+36
Holders Change %
+4.67%
% of All Funds
12.73%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.28%
New
78
Increased
299
Reduced
256
Closed
38
Calls
$134M
Puts
$41.8M
Net Calls
+$92.1M
Net Calls Change
+$56.1M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$1.73B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$2.19B
3
BlackRock
3
BlackRock
New York
$4.32B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$611M
5
CIMLRA
5
CBRE Investment Management Listed Real Assets
Pennsylvania
$203M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$3.07B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.17B
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$648M
4
OIAM
4
OFI Invest Asset Management
France
$1.24M
5
Bank of America
5
Bank of America
North Carolina
$176M
Name Market Value Shares Shares
Change 		Shares
Change %
Russell Investments Group
26
Russell Investments Group
United Kingdom
$278M 3,444,644 +105,211 +3%
Prudential Financial
27
Prudential Financial
New Jersey
$243M 3,003,797 -120,328 -4%
Goldman Sachs
28
Goldman Sachs
New York
$219M 2,706,294 +823,927 +44%
Amundi
29
Amundi
France
$215M 2,638,724 +59,009 +2%
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$212M 2,621,149 -117,056 -4%
Boston Partners
31
Boston Partners
Massachusetts
$208M 2,576,007 -306,804 -11%
CIMLRA
32
CBRE Investment Management Listed Real Assets
Pennsylvania
$203M 2,506,860 +1,823,730 +267%
Ameriprise
33
Ameriprise
Minnesota
$198M 2,466,926 +159,910 +7%
PI
34
PGGM Investments
Netherlands
$185M 2,290,426 -395,084 -15%
Bank of America
35
Bank of America
North Carolina
$176M 2,181,468 -931,204 -30%
DPIM
36
Duff & Phelps Investment Management
Illinois
$155M 1,916,712 -448,300 -19%
VOYA Investment Management
37
VOYA Investment Management
Georgia
$154M 1,902,315 -32,462 -2%
Swiss National Bank
38
Swiss National Bank
Switzerland
$145M 1,792,500 -82,700 -4%
SEI Investments
39
SEI Investments
Pennsylvania
$142M 1,756,109 -96,997 -5%
Macquarie Group
40
Macquarie Group
Australia
$138M 1,705,886 +38,656 +2%
Janus Henderson Group
41
Janus Henderson Group
United Kingdom
$125M 1,544,381 -234,704 -13%
Canada Pension Plan Investment Board
42
Canada Pension Plan Investment Board
Ontario, Canada
$111M 1,372,706 +11,900 +0.9%
HRES
43
Heitman Real Estate Securities
Illinois
$110M 1,362,036 -255,706 -16%
HSBC Holdings
44
HSBC Holdings
United Kingdom
$104M 1,289,984 +117,790 +10%
ACM
45
Adelante Capital Management
California
$93.4M 1,155,055 -36,906 -3%
AllianceBernstein
46
AllianceBernstein
Tennessee
$93M 1,150,095 -783 -0.1%
LIMS
47
Lasalle Investment Management Securities
Maryland
$89.2M 1,102,698 -99,626 -8%
Wells Fargo
48
Wells Fargo
California
$87M 1,076,113 -45,237 -4%
CS
49
Credit Suisse
Switzerland
$86.8M 1,072,679 -119,395 -10%
Schroder Investment Management Group
50
Schroder Investment Management Group
United Kingdom
$84.2M 1,040,848 -3,615 -0.3%
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