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Welltower
WELL

Overview Fund Activity

842 hedge funds and large institutions have $42.1B invested in Welltower in 2022 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 310 increasing their positions, 277 reducing their positions, and 52 closing their positions.

Holders
842
Holders Change
+40
Holders Change %
+4.99%
% of All Funds
13.32%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.27%
New
104
Increased
310
Reduced
277
Closed
52
Calls
$140M
Puts
$117M
Net Calls
+$22.4M
Net Calls Change
+$41.1M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.33B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.85B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$6.9B
4
State Street
4
State Street
Massachusetts
$2.9B
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$131M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$942M
2
Credit Agricole
2
Credit Agricole
France
$9.43M
3
CCM
3
Cullen Capital Management
New York
$451K
4
BlackRock
4
BlackRock
New York
$4.45B
5
Invesco
5
Invesco
Georgia
$666M
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
$51.5M 535,898 +4,761 +0.9%
State of Wisconsin Investment Board
77
State of Wisconsin Investment Board
Wisconsin
$51.2M 532,636 +42,494 +9%
State Board of Administration of Florida Retirement System
78
State Board of Administration of Florida Retirement System
Florida
$50.2M 522,400 -2,286 -0.4%
First Trust Advisors
79
First Trust Advisors
Illinois
$49.6M 515,969 +83,280 +19%
New York State Common Retirement Fund
80
New York State Common Retirement Fund
New York
$49.5M 515,027 -5,710 -1%
CIM
81
Corda Investment Management
Texas
$49M 509,831 -10,374 -2%
Nomura Asset Management
82
Nomura Asset Management
Japan
$47.6M 494,984 +18,335 +4%
HS
83
Hazelview Securities
Ontario, Canada
$47.6M 496,998 +113,080 +29%
FMI
84
Factory Mutual Insurance
Massachusetts
$44.4M 462,100 -16,200 -3%
Mitsubishi UFJ Trust & Banking
85
Mitsubishi UFJ Trust & Banking
Japan
$44.4M 461,630 +216,274 +88%
New York State Teachers Retirement System (NYSTRS)
86
New York State Teachers Retirement System (NYSTRS)
New York
$44.1M 459,010 – –
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$43.8M 447,121 -186,607 -29%
Adage Capital Partners
88
Adage Capital Partners
Massachusetts
$43.7M 454,506 -9,300 -2%
Axa
89
Axa
France
$43M 447,122 +8,139 +2%
Barclays
90
Barclays
United Kingdom
$42.6M 443,510 -184,145 -29%
Retirement Systems of Alabama
91
Retirement Systems of Alabama
Alabama
$41.8M 434,798 +4,308 +1%
Allianz Asset Management
92
Allianz Asset Management
Germany
$41.7M 433,595 -95,406 -18%
UIC
93
Uniplan Investment Counsel
Wisconsin
$40.9M 425,028 +11,754 +3%
SAM
94
Securian Asset Management
Minnesota
$40.8M 424,609 +51,500 +14%
Mitsubishi UFJ Asset Management
95
Mitsubishi UFJ Asset Management
Japan
$39.7M 413,293 +29,175 +8%
CI
96
Cambiar Investors
Colorado
$38.8M 403,283 -6,901 -2%
Victory Capital Management
97
Victory Capital Management
Texas
$37.3M 406,674 +30,331 +8%
Manulife (Manufacturers Life Insurance)
98
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$33.2M 345,164 -55,116 -14%
Franklin Resources
99
Franklin Resources
California
$33M 342,840 +22,937 +7%
RJA
100
Raymond James & Associates
Florida
$32.1M 333,747 -84,578 -20%
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4
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