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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.

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

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$3.18B
2
ZP
Zimmer Partners
New York
$55.6M
3
BC
Brookfield Corp
Ontario, Canada
$0
4
SO
STRS Ohio
Ohio
$44.9M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$1.68B
Name Holding Trade Value Shares
Change 		Shares
Change %
WMSA
776
Weiss Multi-Strategy Advisers
New York
– -$9.85M -150,328 Closed
TC
777
TwinBeech Capital
New York
– -$8.78M -133,959 Closed
1832 Asset Management
778
1832 Asset Management
Ontario, Canada
– -$5.24M -80,000 Closed
Marshall Wace
779
Marshall Wace
United Kingdom
– -$4.53M -69,045 Closed
GIA
780
Gateway Investment Advisers
Ohio
– -$4.03M -61,454 Closed
MS
781
Maven Securities
Jersey
– -$2.28M -34,810 Closed
N
782
Natixis
France
– -$1.91M -29,160 Closed
Squarepoint
783
Squarepoint
New York
– -$1.88M -28,735 Closed
BCM
784
Bayesian Capital Management
New York
– -$1.78M -27,200 Closed
D.E. Shaw & Co
785
D.E. Shaw & Co
New York
– -$1.65M -25,174 Closed
Parallax Volatility Advisers
786
Parallax Volatility Advisers
California
– -$1.42M -21,639 Closed
EGM
787
Engineers Gate Manager
New York
– -$1.24M -18,941 Closed
IMC Chicago
788
IMC Chicago
Illinois
– -$1.16M -17,706 Closed
WIM
789
Warwick Investment Management
Texas
– -$1.13M -17,240 Closed
Capstone Investment Advisors
790
Capstone Investment Advisors
New York
– -$937K -14,294 Closed
JFG
791
Jefferies Financial Group
New York
– -$859K -13,100 Closed
QT
792
Quantbot Technologies
New York
– -$568K -8,667 Closed
MCC
793
Money Concepts Capital
Florida
– -$544K -8,306 Closed
QIM
794
Quantitative Investment Management
Virginia
– -$487K -7,436 Closed
MFS
795
Mirabella Financial Services
United Kingdom
– -$452K -6,895 Closed
ACP
796
Aviance Capital Partners
Florida
– -$411K -6,270 Closed
FC
797
FORA Capital
Florida
– -$377K -5,756 Closed
B
798
Bailard
California
– -$377K -5,753 Closed
CCI
799
Credit Capital Investments
New Jersey
– -$361K -5,500 Closed
SAM
800
Strategy Asset Managers
California
– -$345K -5,267 Closed
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