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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 %
PI
801
PEAK6 Investments
Illinois
– – -75,405 Closed
DA
802
Duality Advisers
Florida
– – -71,167 Closed
Los Angeles Capital Management
803
Los Angeles Capital Management
California
– – -66,623 Closed
HCMT
804
Highland Capital Management (Tennessee)
Tennessee
– – -57,900 Closed
BIMC
805
Benson Investment Management Company
Virginia
– – -43,668 Closed
ACM
806
AlphaCrest Capital Management
New York
– – -37,532 Closed
Holocene Advisors
807
Holocene Advisors
New York
– – -28,070 Closed
QC
808
Quadrature Capital
United Kingdom
– – -24,911 Closed
OPPTF
809
OPSEU Pension Plan Trust Fund
Ontario, Canada
– – -24,604 Closed
Wolverine Trading
810
Wolverine Trading
Illinois
– – -20,082 Closed
BPC
811
Banque Pictet & Cie
Switzerland
– – -16,218 Closed
TC
812
Toews Corporation
New Jersey
– – -15,600 Closed
CCA
813
Cadent Capital Advisors
Oklahoma
– – -10,635 Closed
XT
814
XTX Topco
Cayman Islands
– – -9,753 Closed
CG
815
Cutler Group
California
– – -6,968 Closed
MF
816
Magnetar Financial
Illinois
– – -6,682 Closed
Jennison Associates
817
Jennison Associates
New York
– – -6,533 Closed
MAM
818
Meeder Asset Management
Ohio
– – -6,309 Closed
SRAM
819
Spouting Rock Asset Management
Pennsylvania
– – -6,267 Closed
Group One Trading
820
Group One Trading
Illinois
– – -6,230 Closed
JIC
821
Johnson Investment Counsel
Ohio
– – -5,934 Closed
RWM
822
Ritholtz Wealth Management
New York
– – -5,010 Closed
RB
823
Renasant Bank
Mississippi
– – -4,810 Closed
EP
824
Eudaimonia Partners
Tennessee
– – -4,403 Closed
BC
825
Bridgefront Capital
Texas
– – -4,384 Closed
31 32
33
34 35