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Welltower
WELL

Overview Fund Activity

813 hedge funds and large institutions have $37.3B invested in Welltower in 2022 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 314 increasing their positions, 257 reducing their positions, and 89 closing their positions.

Holders
813
Holders Change
-29
Holders Change %
-3.44%
% of All Funds
13.75%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.3%
New
73
Increased
314
Reduced
257
Closed
89
Calls
$151M
Puts
$137M
Net Calls
+$13.5M
Net Calls Change
-$8.98M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.48B
2
BlackRock
2
BlackRock
New York
$4.11B
3
MSE
3
MUFG Securities EMEA
United Kingdom
$251M
4
Bank of America
4
Bank of America
North Carolina
$354M
5
Morgan Stanley
5
Morgan Stanley
New York
$528M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$2.81B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$760M
3
American Century Companies
3
American Century Companies
Missouri
$103M
4
Deutsche Bank
4
Deutsche Bank
Germany
$385M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$9.4M
Name Market Value Shares Shares
Change 		Shares
Change %
LIMS
51
Lasalle Investment Management Securities
Maryland
$101M 1,224,834 -39,903 -3%
ACM
52
Adelante Capital Management
California
$91.3M 1,108,585 +55,995 +5%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$87.1M 1,058,109 +218,669 +26%
CS
54
Credit Suisse
Switzerland
$84M 1,020,225 -7,255 -0.7%
Wells Fargo
55
Wells Fargo
California
$84M 1,019,636 -130,807 -11%
SO
56
STRS Ohio
Ohio
$82.8M 1,005,170 -74,602 -7%
Ohio Public Employees Retirement System (OPERS)
57
Ohio Public Employees Retirement System (OPERS)
Ohio
$82.1M 996,534 -23,174 -2%
Asset Management One
58
Asset Management One
Japan
$76.2M 924,765 +58,102 +7%
HSBC Holdings
59
HSBC Holdings
United Kingdom
$71.3M 861,069 +23,717 +3%
California Public Employees Retirement System
60
California Public Employees Retirement System
California
$71.2M 864,899 -30,595 -3%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$69.3M 842,124 +114,915 +16%
Aberdeen Group
62
Aberdeen Group
United Kingdom
$66.1M 794,735 -1,637 -0.2%
UBS Group
63
UBS Group
Switzerland
$64.4M 782,314 -149,132 -16%
ACM
64
AEW Capital Management
Massachusetts
$64M 776,826 -246,262 -24%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$61.9M 751,624 +22,849 +3%
VOYA Investment Management
66
VOYA Investment Management
Georgia
$61.5M 747,167 +34,005 +5%
Fidelity International
67
Fidelity International
Bermuda
$60.8M 738,410 -100,697 -12%
National Pension Service
68
National Pension Service
South Korea
$58M 704,797 +68,150 +11%
SIG
69
Senator Investment Group
New York
$57.6M 700,000 -315,000 -31%
HS
70
Hazelview Securities
Ontario, Canada
$53.6M 651,158 +154,160 +31%
Canada Life
71
Canada Life
Manitoba, Canada
$51.3M 621,969 +20,417 +3%
EIP
72
Epoch Investment Partners
New York
$50.9M 617,718 -42,656 -6%
Nomura Asset Management
73
Nomura Asset Management
Japan
$47M 570,240 +75,256 +15%
New York State Common Retirement Fund
74
New York State Common Retirement Fund
New York
$45.5M 552,029 +37,002 +7%
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$44.9M 544,799 +22,399 +4%
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