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Welltower
WELL

Overview Fund Activity

771 hedge funds and large institutions have $34.4B invested in Welltower in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 283 increasing their positions, 262 reducing their positions, and 71 closing their positions.

Holders
771
Holders Change
-24
Holders Change %
-3.02%
% of All Funds
12.34%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.26%
New
67
Increased
283
Reduced
262
Closed
71
Calls
$90.7M
Puts
$54.7M
Net Calls
+$36M
Net Calls Change
+$155M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$1.04B
2
Deutsche Bank
2
Deutsche Bank
Germany
$353M
3
Invesco
3
Invesco
Georgia
$474M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$5.54B
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$239M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$3.18B
2
ZP
2
Zimmer Partners
New York
$55.6M
3
BC
3
Brookfield Corp
Ontario, Canada
$0
4
SO
4
STRS Ohio
Ohio
$44.9M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$1.68B
Name Market Value Shares Shares
Change 		Shares
Change %
Schroder Investment Management Group
51
Schroder Investment Management Group
United Kingdom
$74.9M 1,044,463 +149,978 +17%
ACM
52
AEW Capital Management
Massachusetts
$70.8M 987,729 -16,270 -2%
Aberdeen Group
53
Aberdeen Group
United Kingdom
$69.6M 970,565 +124,790 +15%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$67.4M 940,301 +15,523 +2%
Asset Management One
55
Asset Management One
Japan
$66.9M 932,930 +820 +0.1%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$65.3M 911,267 -132,537 -13%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$62.8M 875,438 -108,964 -11%
Fidelity International
58
Fidelity International
Bermuda
$62.4M 870,703 -79,808 -8%
Ohio Public Employees Retirement System (OPERS)
59
Ohio Public Employees Retirement System (OPERS)
Ohio
$62.2M 867,531 +61,264 +8%
National Pension Service
60
National Pension Service
South Korea
$60.8M 856,779 +32,420 +4%
EIP
61
Epoch Investment Partners
New York
$57.2M 797,962 -10,729 -1%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$56M 780,991 +3,026 +0.4%
ZP
63
Zimmer Partners
New York
$55.6M 775,000 -3,056,712 -80%
Mitsubishi UFJ Trust & Banking
64
Mitsubishi UFJ Trust & Banking
Japan
$53M 738,785 +174,314 +31%
Canada Life
65
Canada Life
Manitoba, Canada
$52.3M 728,478 +51,742 +8%
WCP
66
Waterfront Capital Partners
New York
$50.5M 704,267 -260,732 -27%
CIMLRA
67
CBRE Investment Management Listed Real Assets
Pennsylvania
$49M 683,130 +56,250 +9%
Adage Capital Partners
68
Adage Capital Partners
Massachusetts
$48.3M 673,106 +192,500 +40%
BTCPP
69
Border to Coast Pensions Partnership
United Kingdom
$48.1M 671,589 +75,000 +13%
Aviva
70
Aviva
United Kingdom
$47M 655,059 -1,867 -0.3%
Mitsubishi UFJ Asset Management
71
Mitsubishi UFJ Asset Management
Japan
$45.3M 631,673 +53,410 +9%
SO
72
STRS Ohio
Ohio
$44.9M 626,486 -643,155 -51%
State of New Jersey Common Pension Fund D
73
State of New Jersey Common Pension Fund D
New Jersey
$44.6M 622,360 +37,555 +6%
Nomura Asset Management
74
Nomura Asset Management
Japan
$44.1M 614,874 +19,402 +3%
Citigroup
75
Citigroup
New York
$42.7M 595,555 +121,350 +26%
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