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Welltower
WELL

Overview Fund Activity

771 hedge funds and large institutions have $34.4B invested in Welltower in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 283 increasing their positions, 262 reducing their positions, and 71 closing their positions.

Holders
771
Holders Change
-24
Holders Change %
-3.02%
% of All Funds
12.34%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.26%
New
67
Increased
283
Reduced
262
Closed
71
Calls
$90.7M
Puts
$54.7M
Net Calls
+$36M
Net Calls Change
+$155M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$1.04B
2
Deutsche Bank
2
Deutsche Bank
Germany
$353M
3
Invesco
3
Invesco
Georgia
$474M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$5.54B
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$239M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$3.18B
2
ZP
2
Zimmer Partners
New York
$55.6M
3
BC
3
Brookfield Corp
Ontario, Canada
$0
4
SO
4
STRS Ohio
Ohio
$44.9M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$1.68B
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
76
Corda Investment Management
Texas
$41.9M -$643K -8,970 -2%
BNP Paribas Asset Management
77
BNP Paribas Asset Management
France
$39.4M -$4.31M -60,185 -10%
American Century Companies
78
American Century Companies
Missouri
$38.4M +$11.3M +158,196 +42%
State Board of Administration of Florida Retirement System
79
State Board of Administration of Florida Retirement System
Florida
$37.9M – – –
New York State Common Retirement Fund
80
New York State Common Retirement Fund
New York
$37.1M -$1.14M -15,898 -3%
Millennium Management
81
Millennium Management
New York
$36.4M +$19.4M +271,096 +115%
BNP Paribas Financial Markets
82
BNP Paribas Financial Markets
France
$35.7M -$1.08M -15,040 -3%
BAMCO Inc
83
BAMCO Inc
New York
$35.2M +$32.6M +454,453 +1,225%
State of Wisconsin Investment Board
84
State of Wisconsin Investment Board
Wisconsin
$34.3M +$9.83M +137,094 +40%
Axa
85
Axa
France
$34.1M +$2.47M +34,459 +8%
New York State Teachers Retirement System (NYSTRS)
86
New York State Teachers Retirement System (NYSTRS)
New York
$33.4M +$166K +2,314 +0.5%
Barclays
87
Barclays
United Kingdom
$30.8M -$36.6M -510,680 -54%
UIC
88
Uniplan Investment Counsel
Wisconsin
$30.7M -$217K -3,026 -0.7%
Retirement Systems of Alabama
89
Retirement Systems of Alabama
Alabama
$30.6M -$494K -6,892 -2%
Korea Investment Corp
90
Korea Investment Corp
South Korea
$30.6M +$4.48M +62,506 +17%
UBS Group
91
UBS Group
Switzerland
$29.5M -$21.3M -296,519 -42%
CI
92
Cambiar Investors
Colorado
$27.9M -$1.28M -17,889 -4%
BIC
93
B&I Capital
Switzerland
$27.6M +$5.08M +70,910 +23%
Franklin Resources
94
Franklin Resources
California
$27.1M +$2.87M +40,092 +12%
WBC
95
Westpac Banking Corp
Australia
$26.9M +$11.8M +164,900 +79%
Envestnet Asset Management
96
Envestnet Asset Management
Illinois
$26.9M +$884K +12,330 +3%
Manulife (Manufacturers Life Insurance)
97
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$26.8M +$335K +4,677 +1%
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$26.7M -$3.15M -42,602 -11%
SOADOR
99
State of Alaska Department of Revenue
Alaska
$25.5M +$381K +5,320 +2%
DekaBank Deutsche Girozentrale
100
DekaBank Deutsche Girozentrale
Germany
$25.3M +$743K +10,511 +3%
2 3
4
5 6