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Welltower
WELL

Overview Fund Activity

802 hedge funds and large institutions have $36.5B invested in Welltower in 2021 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 297 increasing their positions, 257 reducing their positions, and 57 closing their positions.

Holders
802
Holders Change
+45
Holders Change %
+5.94%
% of All Funds
12.39%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
116
Increased
297
Reduced
257
Closed
57
Calls
$126M
Puts
$145M
Net Calls
-$18.7M
Net Calls Change
+$10.1M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$2.95B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.35B
3
BlackRock
3
BlackRock
New York
$4.09B
4
Credit Agricole
4
Credit Agricole
France
$232M
5
State Street
5
State Street
Massachusetts
$2.37B

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.1B
2
Principal Financial Group
2
Principal Financial Group
Iowa
$392M
3
CIM
3
Centersquare Investment Management
Pennsylvania
$235M
4
HM
4
HealthCor Management
New York
$0
5
N
5
Natixis
France
$7.28M
Name Market Value Shares Shares
Change 		Shares
Change %
State of New Jersey Common Pension Fund D
76
State of New Jersey Common Pension Fund D
New Jersey
$45.6M 531,137 +25,679 +5%
Allianz Asset Management
77
Allianz Asset Management
Germany
$45.4M 529,001 +351,131 +197%
State Board of Administration of Florida Retirement System
78
State Board of Administration of Florida Retirement System
Florida
$45M 524,686 +751 +0.1%
New York State Common Retirement Fund
79
New York State Common Retirement Fund
New York
$44.7M 520,737 +14,402 +3%
CIM
80
Corda Investment Management
Texas
$44.6M 520,205 -5,356 -1%
TFA
81
Tobias Financial Advisors
Florida
$44.6M 520,205 +520,205 New
State of Wisconsin Investment Board
82
State of Wisconsin Investment Board
Wisconsin
$42M 490,142 -2,980 -0.6%
Nisa Investment Advisors
83
Nisa Investment Advisors
Missouri
$41.6M 480,000 +195,566 +69%
Nomura Asset Management
84
Nomura Asset Management
Japan
$40.9M 476,649 +33,096 +7%
FMI
85
Factory Mutual Insurance
Massachusetts
$40.6M 478,300 -122,724 -20%
Envestnet Asset Management
86
Envestnet Asset Management
Illinois
$40.4M 470,792 +37,363 +9%
Adage Capital Partners
87
Adage Capital Partners
Massachusetts
$39.8M 463,806 +18,900 +4%
New York State Teachers Retirement System (NYSTRS)
88
New York State Teachers Retirement System (NYSTRS)
New York
$39.4M 459,010 +1,343 +0.3%
Axa
89
Axa
France
$37.7M 438,983 -847 -0.2%
First Trust Advisors
90
First Trust Advisors
Illinois
$37.1M 432,689 +292,849 +209%
Retirement Systems of Alabama
91
Retirement Systems of Alabama
Alabama
$36.9M 430,490 +623 +0.1%
WBC
92
Westpac Banking Corp
Australia
$36.2M 425,738 +82,919 +24%
RJA
93
Raymond James & Associates
Florida
$35.9M 418,325 +22,995 +6%
UIC
94
Uniplan Investment Counsel
Wisconsin
$35.4M 413,274 -17,284 -4%
Swedbank
95
Swedbank
Sweden
$35.4M 411,914 -52,078 -11%
CI
96
Cambiar Investors
Colorado
$35.2M 410,184 -3,423 -0.8%
Mitsubishi UFJ Asset Management
97
Mitsubishi UFJ Asset Management
Japan
$32.9M 384,118 +45,273 +13%
HS
98
Hazelview Securities
Ontario, Canada
$32.8M 383,918 +23,900 +7%
Victory Capital Management
99
Victory Capital Management
Texas
$32.3M 376,343 +2,953 +0.8%
SAM
100
Securian Asset Management
Minnesota
$32M 373,109 -34,639 -8%
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