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Welltower
WELL

Overview Fund Activity

822 hedge funds and large institutions have $42B invested in Welltower in 2023 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 331 increasing their positions, 257 reducing their positions, and 47 closing their positions.

Holders
822
Holders Change
+15
Holders Change %
+1.86%
% of All Funds
13.11%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.26%
New
69
Increased
331
Reduced
257
Closed
47
Calls
$120M
Puts
$51.2M
Net Calls
+$68.6M
Net Calls Change
-$23.5M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$2.23B
2
Cohen & Steers
2
Cohen & Steers
New York
$3.34B
3
Principal Financial Group
3
Principal Financial Group
Iowa
$1.06B
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$6.62B
5
Invesco
5
Invesco
Georgia
$695M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$455M
2
Deutsche Bank
2
Deutsche Bank
Germany
$349M
3
BlackRock
3
BlackRock
New York
$4.31B
4
ZP
4
Zimmer Partners
New York
$0
5
HS
5
Hazelview Securities
Ontario, Canada
$18.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Schroder Investment Management Group
51
Schroder Investment Management Group
United Kingdom
$85.9M +$661K +8,066 +0.8%
Asset Management One
52
Asset Management One
Japan
$84.2M -$499K -6,093 -0.6%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$83.8M +$1.53M +18,689 +2%
Pictet Asset Management
54
Pictet Asset Management
Switzerland
$82.9M +$82.9M +1,011,759 New
National Pension Service
55
National Pension Service
South Korea
$82.4M +$3.2M +39,499 +4%
American Century Companies
56
American Century Companies
Missouri
$77.6M +$10.6M +128,874 +16%
Ohio Public Employees Retirement System (OPERS)
57
Ohio Public Employees Retirement System (OPERS)
Ohio
$77.6M +$5.04M +61,557 +7%
California Public Employees Retirement System
58
California Public Employees Retirement System
California
$75.8M +$1.27M +15,515 +2%
AAMU
59
APG Asset Management US
New York
$74.4M +$10.6M +129,871 +17%
Wells Fargo
60
Wells Fargo
California
$74.3M -$13.9M -169,418 -16%
Canada Life
61
Canada Life
Manitoba, Canada
$68.3M +$5.74M +70,083 +9%
Neuberger Berman Group
62
Neuberger Berman Group
New York
$67.9M -$1.68M -20,536 -2%
Mitsubishi UFJ Asset Management
63
Mitsubishi UFJ Asset Management
Japan
$64.1M +$6.03M +73,654 +10%
ACM
64
AEW Capital Management
Massachusetts
$63.3M +$1.01M +12,306 +2%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$62.8M -$3.19M -38,884 -5%
Mitsubishi UFJ Trust & Banking
66
Mitsubishi UFJ Trust & Banking
Japan
$60.1M +$22.2K +271 +0%
Swedbank
67
Swedbank
Sweden
$58.2M +$995K +12,145 +2%
Nomura Asset Management
68
Nomura Asset Management
Japan
$58.1M +$3.21M +39,173 +6%
LIMS
69
Lasalle Investment Management Securities
Maryland
$57.3M -$33M -403,061 -37%
Fidelity International
70
Fidelity International
Bermuda
$53.9M -$16.3M -198,678 -23%
BTCPP
71
Border to Coast Pensions Partnership
United Kingdom
$52.4M -$1.61M -20,000 -3%
State of New Jersey Common Pension Fund D
72
State of New Jersey Common Pension Fund D
New Jersey
$52.2M -$110K -1,346 -0.2%
BAMCO Inc
73
BAMCO Inc
New York
$51.9M +$6.73M +82,197 +15%
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$49.5M -$21M -256,283 -30%
Millennium Management
75
Millennium Management
New York
$47.8M +$37.9M +462,352 +382%
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