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Welltower
WELL

Overview Fund Activity

781 hedge funds and large institutions have $29.9B invested in Welltower in 2022 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 324 increasing their positions, 239 reducing their positions, and 83 closing their positions.

Holders
781
Holders Change
-32
Holders Change %
-3.94%
% of All Funds
13.51%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.24%
New
62
Increased
324
Reduced
239
Closed
83
Calls
$77.6M
Puts
$120M
Net Calls
-$42.8M
Net Calls Change
-$56.3M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.67B
2
Cohen & Steers
2
Cohen & Steers
New York
$2.58B
3
Principal Financial Group
3
Principal Financial Group
Iowa
$440M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$4.79B
5
Daiwa Securities Group
5
Daiwa Securities Group
Japan
$551M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$999M
2
Deutsche Bank
2
Deutsche Bank
Germany
$87.8M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$429M
4
Invesco
4
Invesco
Georgia
$385M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$332M
Name Market Value Shares Shares
Change 		Shares
Change %
EIP
76
Epoch Investment Partners
New York
$39.1M 607,574 -10,144 -2%
Barclays
77
Barclays
United Kingdom
$35.8M 556,159 +182,018 +49%
Mitsubishi UFJ Trust & Banking
78
Mitsubishi UFJ Trust & Banking
Japan
$35.4M 549,609 +5,733 +1%
State of New Jersey Common Pension Fund D
79
State of New Jersey Common Pension Fund D
New Jersey
$35.1M 544,940 +2,691 +0.5%
State Board of Administration of Florida Retirement System
80
State Board of Administration of Florida Retirement System
Florida
$35M 543,888 -911 -0.2%
New York State Common Retirement Fund
81
New York State Common Retirement Fund
New York
$34.5M 536,310 -15,719 -3%
CIM
82
Corda Investment Management
Texas
$34.3M 532,880 +32,007 +6%
BNP Paribas Asset Management
83
BNP Paribas Asset Management
France
$33.5M 520,350 +63,235 +14%
Mitsubishi UFJ Asset Management
84
Mitsubishi UFJ Asset Management
Japan
$33M 512,763 +54,045 +12%
Adage Capital Partners
85
Adage Capital Partners
Massachusetts
$30.4M 472,106 -700 -0.1%
Aviva
86
Aviva
United Kingdom
$30.1M 467,953 +122,066 +35%
Qube Research & Technologies (QRT)
87
Qube Research & Technologies (QRT)
United Kingdom
$29.9M 464,281 +464,281 New
New York State Teachers Retirement System (NYSTRS)
88
New York State Teachers Retirement System (NYSTRS)
New York
$29.8M 463,293 +2,930 +0.6%
Axa
89
Axa
France
$29.2M 454,003 -3,165 -0.7%
Allianz Asset Management
90
Allianz Asset Management
Germany
$29.2M 453,207 -6,559 -1%
UIC
91
Uniplan Investment Counsel
Wisconsin
$28.9M 450,079 +10,412 +2%
FMI
92
Factory Mutual Insurance
Massachusetts
$28.3M 439,500 -6,400 -1%
Retirement Systems of Alabama
93
Retirement Systems of Alabama
Alabama
$28.2M 438,932 +3,250 +0.7%
Victory Capital Management
94
Victory Capital Management
Texas
$27.4M 425,707 +8,611 +2%
VRS
95
Virginia Retirement Systems
Virginia
$27.3M 423,933 +423,933 New
HS
96
Hazelview Securities
Ontario, Canada
$27.1M 421,136 -230,022 -35%
BNP Paribas Financial Markets
97
BNP Paribas Financial Markets
France
$25.1M 389,839 +78,793 +25%
CI
98
Cambiar Investors
Colorado
$25M 388,583 +45,726 +13%
Manulife (Manufacturers Life Insurance)
99
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$24.2M 375,730 -18,720 -5%
State of Wisconsin Investment Board
100
State of Wisconsin Investment Board
Wisconsin
$24M 373,686 -119,766 -24%
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