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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 %
State of New Jersey Common Pension Fund D
76
State of New Jersey Common Pension Fund D
New Jersey
$38.3M 584,805 +39,865 +7%
HS
77
Hazelview Securities
Ontario, Canada
$38M 579,736 +158,600 +38%
Mitsubishi UFJ Trust & Banking
78
Mitsubishi UFJ Trust & Banking
Japan
$37M 564,471 +14,862 +3%
AAM
79
Abeille Asset Management
France
$35.8M 11,172 -1,220 -10%
New York State Common Retirement Fund
80
New York State Common Retirement Fund
New York
$35M 534,081 -2,229 -0.4%
State Board of Administration of Florida Retirement System
81
State Board of Administration of Florida Retirement System
Florida
$34.7M 528,688 -15,200 -3%
Alyeska Investment Group
82
Alyeska Investment Group
Illinois
$33.8M 515,417 +515,417 New
BNP Paribas Financial Markets
83
BNP Paribas Financial Markets
France
$33.6M 513,261 +123,422 +32%
Adage Capital Partners
84
Adage Capital Partners
Massachusetts
$31.5M 480,606 +8,500 +2%
Citigroup
85
Citigroup
New York
$31.1M 474,205 -190,083 -29%
New York State Teachers Retirement System (NYSTRS)
86
New York State Teachers Retirement System (NYSTRS)
New York
$30.4M 464,036 +743 +0.2%
Axa
87
Axa
France
$29M 441,811 -12,192 -3%
SSA
88
Schonfeld Strategic Advisors
New York
$28.8M 439,928 +180,733 +70%
Retirement Systems of Alabama
89
Retirement Systems of Alabama
Alabama
$28.5M 434,160 -4,772 -1%
UIC
90
Uniplan Investment Counsel
Wisconsin
$28.3M 431,635 -18,444 -4%
Citadel Advisors
91
Citadel Advisors
Florida
$28.1M 429,054 +67,088 +19%
CI
92
Cambiar Investors
Colorado
$26.7M 406,674 +18,091 +5%
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$26.6M 403,260 +86,227 +27%
VRS
94
Virginia Retirement Systems
Virginia
$24.9M 379,733 -44,200 -10%
American Century Companies
95
American Century Companies
Missouri
$24.7M 377,075 -777,037 -67%
Manulife (Manufacturers Life Insurance)
96
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$24.2M 369,827 -5,903 -2%
Korea Investment Corp
97
Korea Investment Corp
South Korea
$23.9M 363,943 +3,397 +0.9%
Envestnet Asset Management
98
Envestnet Asset Management
Illinois
$23.7M 362,310 +48,367 +15%
SOADOR
99
State of Alaska Department of Revenue
Alaska
$23M 350,591 -21,052 -6%
DekaBank Deutsche Girozentrale
100
DekaBank Deutsche Girozentrale
Germany
$22.8M 347,895 +20,102 +6%
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4
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