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Welltower
WELL

Overview Fund Activity

781 hedge funds and large institutions have $29.9B invested in Welltower in 2022 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 324 increasing their positions, 239 reducing their positions, and 83 closing their positions.

Holders
781
Holders Change
-32
Holders Change %
-3.94%
% of All Funds
13.51%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.24%
New
62
Increased
324
Reduced
239
Closed
83
Calls
$77.6M
Puts
$120M
Net Calls
-$42.8M
Net Calls Change
-$56.3M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.67B
2
Cohen & Steers
2
Cohen & Steers
New York
$2.58B
3
Principal Financial Group
3
Principal Financial Group
Iowa
$440M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$4.79B
5
Daiwa Securities Group
5
Daiwa Securities Group
Japan
$551M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$999M
2
Deutsche Bank
2
Deutsche Bank
Germany
$87.8M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$429M
4
Invesco
4
Invesco
Georgia
$385M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$332M
Name Market Value Shares Shares
Change 		Shares
Change %
PI
51
PGGM Investments
Netherlands
$72.5M 1,127,347 +1,127,347 New
ACM
52
Adelante Capital Management
California
$71.5M 1,111,621 +3,036 +0.3%
HSBC Holdings
53
HSBC Holdings
United Kingdom
$68.8M 1,076,847 +215,778 +25%
ACM
54
AEW Capital Management
Massachusetts
$68.5M 1,064,686 +287,860 +37%
Wells Fargo
55
Wells Fargo
California
$67.2M 1,044,716 +25,080 +2%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$66.3M 1,030,627 +165,728 +19%
CS
57
Credit Suisse
Switzerland
$66.1M 1,027,531 +7,306 +0.7%
BC
58
Brookfield Corp
Ontario, Canada
$65.9M 1,024,580 -224,020 -18%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$65.4M 1,016,079 -42,030 -4%
DZ Bank
60
DZ Bank
Germany
$62.6M 973,181 -557,275 -36%
Ohio Public Employees Retirement System (OPERS)
61
Ohio Public Employees Retirement System (OPERS)
Ohio
$62.6M 972,736 -23,798 -2%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$56.8M 883,293 +41,169 +5%
Fidelity International
63
Fidelity International
Bermuda
$56.6M 880,218 +141,808 +19%
Asset Management One
64
Asset Management One
Japan
$56.5M 877,693 -47,072 -5%
Aberdeen Group
65
Aberdeen Group
United Kingdom
$56.3M 875,292 +80,557 +10%
CIMLRA
66
CBRE Investment Management Listed Real Assets
Pennsylvania
$53.7M 835,215 -799,071 -49%
Voloridge Investment Management
67
Voloridge Investment Management
Florida
$52M 809,010 +266,654 +49%
UBS Group
68
UBS Group
Switzerland
$50.2M 781,173 -1,141 -0.1%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$48.5M 754,724 +3,100 +0.4%
VOYA Investment Management
70
VOYA Investment Management
Georgia
$48.4M 752,800 +5,633 +0.8%
National Pension Service
71
National Pension Service
South Korea
$47.7M 752,673 +47,876 +7%
Citigroup
72
Citigroup
New York
$42.7M 664,288 +164,253 +33%
BTCPP
73
Border to Coast Pensions Partnership
United Kingdom
$41.6M 646,589 +120,000 +23%
Canada Life
74
Canada Life
Manitoba, Canada
$41.2M 641,211 +19,242 +3%
Nomura Asset Management
75
Nomura Asset Management
Japan
$39.4M 613,121 +42,881 +8%
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