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Welltower
WELL

Overview Fund Activity

842 hedge funds and large institutions have $42.1B invested in Welltower in 2022 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 310 increasing their positions, 277 reducing their positions, and 52 closing their positions.

Holders
842
Holders Change
+40
Holders Change %
+4.99%
% of All Funds
13.32%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.27%
New
104
Increased
310
Reduced
277
Closed
52
Calls
$140M
Puts
$117M
Net Calls
+$22.4M
Net Calls Change
+$41.1M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.33B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.85B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$6.9B
4
State Street
4
State Street
Massachusetts
$2.9B
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$131M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$942M
2
Credit Agricole
2
Credit Agricole
France
$9.43M
3
CCM
3
Cullen Capital Management
New York
$451K
4
BlackRock
4
BlackRock
New York
$4.45B
5
Invesco
5
Invesco
Georgia
$666M
Name Market Value Shares Shares
Change 		Shares
Change %
AllianceBernstein
51
AllianceBernstein
Tennessee
$111M 1,158,697 +18,076 +2%
Wells Fargo
52
Wells Fargo
California
$111M 1,150,443 -47,212 -4%
SO
53
STRS Ohio
Ohio
$104M 1,079,772 -7,572 -0.7%
ACM
54
Adelante Capital Management
California
$101M 1,052,590 -290,091 -22%
CS
55
Credit Suisse
Switzerland
$98.8M 1,027,480 +7,055 +0.7%
ACM
56
AEW Capital Management
Massachusetts
$98.4M 1,023,088 -311,219 -23%
Ohio Public Employees Retirement System (OPERS)
57
Ohio Public Employees Retirement System (OPERS)
Ohio
$98M 1,019,708 +376,837 +59%
SIG
58
Senator Investment Group
New York
$97.6M 1,015,000 +1,015,000 New
DZ Bank
59
DZ Bank
Germany
$92.4M 961,614 +214,130 +29%
UBS Group
60
UBS Group
Switzerland
$89.6M 931,446 +168,161 +22%
California Public Employees Retirement System
61
California Public Employees Retirement System
California
$86.1M 895,494 -51,850 -5%
Asset Management One
62
Asset Management One
Japan
$83.3M 866,663 -36,525 -4%
HSBC Holdings
63
HSBC Holdings
United Kingdom
$81.6M 837,352 -161,797 -16%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$80.7M 839,440 +250,312 +42%
Fidelity International
65
Fidelity International
Bermuda
$80.7M 839,107 +76,605 +10%
Aberdeen Group
66
Aberdeen Group
United Kingdom
$77.7M 796,372 -78,837 -9%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$70.1M 728,775 -28,934 -4%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$69.9M 727,209 +12,109 +2%
VOYA Investment Management
69
VOYA Investment Management
Georgia
$68.6M 713,162 +356,021 +100%
EIP
70
Epoch Investment Partners
New York
$63.5M 660,374 -13,634 -2%
Citadel Advisors
71
Citadel Advisors
Florida
$61.8M 642,669 +631,528 +5,669%
National Pension Service
72
National Pension Service
South Korea
$61.2M 636,647 -37,437 -6%
Citigroup
73
Citigroup
New York
$61.2M 636,490 -296,782 -32%
BTCPP
74
Border to Coast Pensions Partnership
United Kingdom
$61.1M 636,589 +636,589 New
Canada Life
75
Canada Life
Manitoba, Canada
$60.4M 601,552 -91,125 -13%
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