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Welltower
WELL

Overview Fund Activity

795 hedge funds and large institutions have $30.5B invested in Welltower in 2022 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 297 increasing their positions, 268 reducing their positions, and 63 closing their positions.

Holders
795
Holders Change
+14
Holders Change %
+1.79%
% of All Funds
12.83%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.29%
New
99
Increased
297
Reduced
268
Closed
63
Calls
$72.1M
Puts
$191M
Net Calls
-$119M
Net Calls Change
-$75.7M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$3.12B
2
Capital International Investors
2
Capital International Investors
California
$228M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$671M
4
Daiwa Securities Group
4
Daiwa Securities Group
Japan
$669M
5
CIM
5
Centersquare Investment Management
Pennsylvania
$311M

Top Sellers

1
MSE
1
MUFG Securities EMEA
United Kingdom
$0
2
RC
2
Resolution Capital
Australia
$350M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.58B
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$21.9M
5
Bank of America
5
Bank of America
North Carolina
$175M
Name Market Value Shares Shares
Change 		Shares
Change %
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$68.4M 1,043,804 +13,177 +1%
ACM
52
AEW Capital Management
Massachusetts
$65.8M 1,003,999 -60,687 -6%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$64.5M 984,402 -31,677 -3%
WCP
54
Waterfront Capital Partners
New York
$63.3M 964,999 +964,999 New
Fidelity International
55
Fidelity International
Bermuda
$62.3M 950,511 +70,293 +8%
Barclays
56
Barclays
United Kingdom
$61.6M 939,806 +383,647 +69%
Asset Management One
57
Asset Management One
Japan
$61.4M 932,110 +54,417 +6%
Deutsche Bank
58
Deutsche Bank
Germany
$61.4M 935,980 -429,642 -31%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$60.6M 924,778 +41,485 +5%
Schroder Investment Management Group
60
Schroder Investment Management Group
United Kingdom
$58.6M 894,485 -1,022,092 -53%
Aberdeen Group
61
Aberdeen Group
United Kingdom
$55.4M 845,775 -29,517 -3%
VOYA Investment Management
62
VOYA Investment Management
Georgia
$55.1M 840,995 +88,195 +12%
National Pension Service
63
National Pension Service
South Korea
$54M 824,359 +71,686 +10%
EIP
64
Epoch Investment Partners
New York
$53M 808,691 +201,117 +33%
Ohio Public Employees Retirement System (OPERS)
65
Ohio Public Employees Retirement System (OPERS)
Ohio
$52.9M 806,267 -166,469 -17%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$51M 777,965 +23,241 +3%
UBS Group
67
UBS Group
Switzerland
$46.4M 708,322 -72,851 -9%
Canada Life
68
Canada Life
Manitoba, Canada
$44.5M 676,736 +35,525 +6%
Aviva
69
Aviva
United Kingdom
$43.1M 656,926 +188,973 +40%
CIMLRA
70
CBRE Investment Management Listed Real Assets
Pennsylvania
$41.1M 626,880 -208,335 -25%
BNP Paribas Asset Management
71
BNP Paribas Asset Management
France
$39.9M 609,191 +88,841 +17%
BTCPP
72
Border to Coast Pensions Partnership
United Kingdom
$39.1M 596,589 -50,000 -8%
Nomura Asset Management
73
Nomura Asset Management
Japan
$39M 595,472 -17,649 -3%
CIM
74
Corda Investment Management
Texas
$38.9M 593,747 +60,867 +11%
Mitsubishi UFJ Asset Management
75
Mitsubishi UFJ Asset Management
Japan
$38.7M 578,263 +65,500 +13%
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3
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