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Welltower
WELL

Overview Fund Activity

807 hedge funds and large institutions have $39.9B invested in Welltower in 2023 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 299 increasing their positions, 256 reducing their positions, and 38 closing their positions.

Holders
807
Holders Change
+36
Holders Change %
+4.67%
% of All Funds
12.73%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.28%
New
78
Increased
299
Reduced
256
Closed
38
Calls
$134M
Puts
$41.8M
Net Calls
+$92.1M
Net Calls Change
+$56.1M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$1.73B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$2.19B
3
BlackRock
3
BlackRock
New York
$4.32B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$611M
5
CIMLRA
5
CBRE Investment Management Listed Real Assets
Pennsylvania
$203M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$3.07B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.17B
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$648M
4
OIAM
4
OFI Invest Asset Management
France
$1.24M
5
Bank of America
5
Bank of America
North Carolina
$176M
Name Market Value Shares Shares
Change 		Shares
Change %
WCP
76
Waterfront Capital Partners
New York
$53.3M 659,250 -45,017 -6%
State of New Jersey Common Pension Fund D
77
State of New Jersey Common Pension Fund D
New Jersey
$51.7M 638,926 +16,566 +3%
SO
78
STRS Ohio
Ohio
$45.8M 565,861 -60,625 -10%
BAMCO Inc
79
BAMCO Inc
New York
$44.6M 551,948 +60,411 +12%
BNP Paribas Financial Markets
80
BNP Paribas Financial Markets
France
$44.4M 548,799 +50,578 +10%
CIM
81
Corda Investment Management
Texas
$43.1M 532,774 -52,003 -9%
State Board of Administration of Florida Retirement System
82
State Board of Administration of Florida Retirement System
Florida
$42.6M 526,237 -2,451 -0.5%
New York State Common Retirement Fund
83
New York State Common Retirement Fund
New York
$42.1M 519,903 +1,720 +0.3%
ZP
84
Zimmer Partners
New York
$40.4M 500,000 -275,000 -35%
Axa
85
Axa
France
$38.6M 477,392 +1,122 +0.2%
New York State Teachers Retirement System (NYSTRS)
86
New York State Teachers Retirement System (NYSTRS)
New York
$37.7M 466,474 +124 +0%
Susquehanna International Group
87
Susquehanna International Group
Pennsylvania
$37.3M 461,123 +200,673 +77%
Aviva
88
Aviva
United Kingdom
$37.2M 459,693 -195,366 -30%
Citigroup
89
Citigroup
New York
$36.8M 454,378 -141,177 -24%
Adage Capital Partners
90
Adage Capital Partners
Massachusetts
$36M 445,206 -227,900 -34%
State of Wisconsin Investment Board
91
State of Wisconsin Investment Board
Wisconsin
$35.8M 442,830 -34,926 -7%
Korea Investment Corp
92
Korea Investment Corp
South Korea
$34M 419,785 -6,664 -2%
UIC
93
Uniplan Investment Counsel
Wisconsin
$33.1M 409,700 -18,909 -4%
Retirement Systems of Alabama
94
Retirement Systems of Alabama
Alabama
$32M 396,076 -31,192 -7%
Manulife (Manufacturers Life Insurance)
95
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$31.1M 384,975 +10,471 +3%
Jane Street
96
Jane Street
New York
$30.3M 375,004 +361,761 +2,732%
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$29.3M 359,799 -859 -0.2%
Franklin Resources
98
Franklin Resources
California
$28.6M 353,932 -24,372 -6%
Envestnet Asset Management
99
Envestnet Asset Management
Illinois
$28.4M 351,257 -23,383 -6%
BHC
100
Bowen Hanes & Co
Florida
$28.4M 350,943 – –
2 3
4
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