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Welltower
WELL

Overview Fund Activity

807 hedge funds and large institutions have $39.9B invested in Welltower in 2023 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 299 increasing their positions, 256 reducing their positions, and 38 closing their positions.

Holders
807
Holders Change
+36
Holders Change %
+4.67%
% of All Funds
12.73%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.28%
New
78
Increased
299
Reduced
256
Closed
38
Calls
$134M
Puts
$41.8M
Net Calls
+$92.1M
Net Calls Change
+$56.1M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$1.73B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$2.19B
3
BlackRock
3
BlackRock
New York
$4.32B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$611M
5
CIMLRA
5
CBRE Investment Management Listed Real Assets
Pennsylvania
$203M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$3.07B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.17B
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$648M
4
OIAM
4
OFI Invest Asset Management
France
$1.24M
5
Bank of America
5
Bank of America
North Carolina
$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
Aberdeen Group
51
Aberdeen Group
United Kingdom
$83.9M +$5.43M +67,086 +7%
Asset Management One
52
Asset Management One
Japan
$83.6M +$8.15M +100,763 +11%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$81.2M +$5.18M +64,081 +7%
PAMS
54
Pictet Asset Management (Switzerland)
Switzerland
$80.1M -$16.5M -204,161 -17%
National Pension Service
55
National Pension Service
South Korea
$78.5M +$9.62M +119,694 +14%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$73.5M -$168K -2,074 -0.2%
Ohio Public Employees Retirement System (OPERS)
57
Ohio Public Employees Retirement System (OPERS)
Ohio
$71.6M +$1.43M +17,740 +2%
UBS Group
58
UBS Group
Switzerland
$70.1M +$36.8M +455,363 +111%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$69.6M -$1.24M -15,366 -2%
Fidelity International
60
Fidelity International
Bermuda
$69.3M -$1.15M -14,234 -2%
Neuberger Berman Group
61
Neuberger Berman Group
New York
$68.7M -$19.1M -236,603 -22%
Barclays
62
Barclays
United Kingdom
$68M +$33.3M +411,925 +96%
BNP Paribas Asset Management
63
BNP Paribas Asset Management
France
$67.4M +$23M +284,239 +52%
American Century Companies
64
American Century Companies
Missouri
$66.2M +$23M +283,720 +53%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$65.1M +$1.95M +24,094 +3%
AAMU
66
APG Asset Management US
New York
$62.9M +$37.8M +466,736 +150%
Canada Life
67
Canada Life
Manitoba, Canada
$61.9M +$2.79M +34,327 +5%
ACM
68
AEW Capital Management
Massachusetts
$61.5M -$18.4M -226,940 -23%
Mitsubishi UFJ Trust & Banking
69
Mitsubishi UFJ Trust & Banking
Japan
$59.3M -$420K -5,188 -0.7%
HS
70
Hazelview Securities
Ontario, Canada
$57.8M +$57.8M +711,942 New
Mitsubishi UFJ Asset Management
71
Mitsubishi UFJ Asset Management
Japan
$57.3M +$6.25M +77,262 +12%
Swedbank
72
Swedbank
Sweden
$56.4M +$36.1M +446,029 +177%
EIP
73
Epoch Investment Partners
New York
$55.4M -$9.11M -112,640 -14%
BTCPP
74
Border to Coast Pensions Partnership
United Kingdom
$54.3M – – –
Nomura Asset Management
75
Nomura Asset Management
Japan
$54.2M +$4.44M +54,867 +9%
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