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Welltower
WELL

Overview Fund Activity

802 hedge funds and large institutions have $36.5B invested in Welltower in 2021 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 297 increasing their positions, 257 reducing their positions, and 57 closing their positions.

Holders
802
Holders Change
+45
Holders Change %
+5.94%
% of All Funds
12.39%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
116
Increased
297
Reduced
257
Closed
57
Calls
$126M
Puts
$145M
Net Calls
-$18.7M
Net Calls Change
+$10.1M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$2.95B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.35B
3
BlackRock
3
BlackRock
New York
$4.09B
4
Credit Agricole
4
Credit Agricole
France
$232M
5
State Street
5
State Street
Massachusetts
$2.37B

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.1B
2
Principal Financial Group
2
Principal Financial Group
Iowa
$392M
3
CIM
3
Centersquare Investment Management
Pennsylvania
$235M
4
HM
4
HealthCor Management
New York
$0
5
N
5
Natixis
France
$7.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
Schroder Investment Management Group
51
Schroder Investment Management Group
United Kingdom
$102M +$28.1M +327,912 +38%
AllianceBernstein
52
AllianceBernstein
Tennessee
$97.8M -$9.63M -112,288 -9%
CIMLRA
53
CBRE Investment Management Listed Real Assets
Pennsylvania
$96.6M -$28.6M -333,050 -23%
PAMS
54
Pictet Asset Management (Switzerland)
Switzerland
$93.4M +$4.77M +55,644 +5%
SO
55
STRS Ohio
Ohio
$93.3M +$5.94M +69,242 +7%
CS
56
Credit Suisse
Switzerland
$87.5M +$1.66M +19,355 +2%
HSBC Holdings
57
HSBC Holdings
United Kingdom
$85.8M +$18.6M +216,219 +28%
California Public Employees Retirement System
58
California Public Employees Retirement System
California
$81.3M -$515K -6,002 -0.6%
Citigroup
59
Citigroup
New York
$80M -$7.96M -92,751 -9%
Asset Management One
60
Asset Management One
Japan
$76.9M +$3.93M +46,188 +5%
Aberdeen Group
61
Aberdeen Group
United Kingdom
$75.1M -$8.64M -100,745 -10%
CA
62
Capitolis Advisors
New York
$70M +$70M +815,720 New
LIMS
63
Lasalle Investment Management Securities
Maryland
$67.8M -$185K -2,152 -0.3%
UBS Group
64
UBS Group
Switzerland
$65.5M -$31.6M -368,180 -33%
Fidelity International
65
Fidelity International
Bermuda
$65.4M -$2.59M -30,146 -4%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$65M +$1.93M +22,502 +3%
DZ Bank
67
DZ Bank
Germany
$64.2M +$5.23M +60,842 +9%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$61.3M +$1.66M +19,298 +3%
Canada Life
69
Canada Life
Manitoba, Canada
$59.3M +$9.56M +111,665 +19%
National Pension Service
70
National Pension Service
South Korea
$57.8M -$2.34M -27,256 -4%
EIP
71
Epoch Investment Partners
New York
$57.8M -$268K -3,124 -0.5%
Ohio Public Employees Retirement System (OPERS)
72
Ohio Public Employees Retirement System (OPERS)
Ohio
$55.1M -$1.96M -22,799 -3%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$54.4M -$13.1M -152,473 -19%
Barclays
74
Barclays
United Kingdom
$53.8M -$173K -2,015 -0.3%
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$50.5M +$3.98M +46,401 +9%
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