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Welltower
WELL

Overview Fund Activity

822 hedge funds and large institutions have $42B invested in Welltower in 2023 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 331 increasing their positions, 257 reducing their positions, and 47 closing their positions.

Holders
822
Holders Change
+15
Holders Change %
+1.86%
% of All Funds
13.11%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.26%
New
69
Increased
331
Reduced
257
Closed
47
Calls
$120M
Puts
$51.2M
Net Calls
+$68.6M
Net Calls Change
-$23.5M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$2.23B
2
Cohen & Steers
2
Cohen & Steers
New York
$3.34B
3
Principal Financial Group
3
Principal Financial Group
Iowa
$1.06B
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$6.62B
5
Invesco
5
Invesco
Georgia
$695M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$455M
2
Deutsche Bank
2
Deutsche Bank
Germany
$349M
3
BlackRock
3
BlackRock
New York
$4.31B
4
ZP
4
Zimmer Partners
New York
$0
5
HS
5
Hazelview Securities
Ontario, Canada
$18.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Russell Investments Group
26
Russell Investments Group
United Kingdom
$281M 3,433,139 -11,505 -0.3%
CIMLRA
27
CBRE Investment Management Listed Real Assets
Pennsylvania
$259M 3,164,277 +657,417 +26%
Bank of America
28
Bank of America
North Carolina
$258M 3,145,336 +963,868 +44%
Goldman Sachs
29
Goldman Sachs
New York
$244M 2,984,226 +277,932 +10%
Prudential Financial
30
Prudential Financial
New Jersey
$238M 2,903,421 -100,376 -3%
Amundi
31
Amundi
France
$224M 2,626,709 -12,015 -0.5%
Boston Partners
32
Boston Partners
Massachusetts
$211M 2,579,105 +3,098 +0.1%
PI
33
PGGM Investments
Netherlands
$193M 2,360,329 +69,903 +3%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$190M 2,319,745 -301,404 -11%
Ameriprise
35
Ameriprise
Minnesota
$187M 2,303,340 -163,586 -7%
SEI Investments
36
SEI Investments
Pennsylvania
$163M 1,990,064 +233,955 +13%
DPIM
37
Duff & Phelps Investment Management
Illinois
$162M 1,981,532 +64,820 +3%
VOYA Investment Management
38
VOYA Investment Management
Georgia
$151M 1,848,196 -54,119 -3%
Macquarie Group
39
Macquarie Group
Australia
$138M 1,686,048 -19,838 -1%
Swiss National Bank
40
Swiss National Bank
Switzerland
$131M 1,598,700 -193,800 -11%
Canada Pension Plan Investment Board
41
Canada Pension Plan Investment Board
Ontario, Canada
$113M 1,376,106 +3,400 +0.2%
Barclays
42
Barclays
United Kingdom
$112M 1,367,437 +526,386 +63%
HSBC Holdings
43
HSBC Holdings
United Kingdom
$105M 1,280,012 -9,972 -0.8%
HRES
44
Heitman Real Estate Securities
Illinois
$103M 1,258,525 -103,511 -8%
Janus Henderson Group
45
Janus Henderson Group
United Kingdom
$103M 1,256,409 -287,972 -19%
AllianceBernstein
46
AllianceBernstein
Tennessee
$99.4M 1,213,765 +63,670 +6%
ACM
47
Adelante Capital Management
California
$98.6M 1,204,151 +49,096 +4%
Aberdeen Group
48
Aberdeen Group
United Kingdom
$93.5M 1,141,439 +103,788 +10%
CS
49
Credit Suisse
Switzerland
$88.2M 1,076,353 +3,674 +0.3%
BNP Paribas Asset Management
50
BNP Paribas Asset Management
France
$87.5M 1,067,962 +234,717 +28%
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