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Welltower
WELL

Overview Fund Activity

802 hedge funds and large institutions have $36.5B invested in Welltower in 2021 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 297 increasing their positions, 257 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
802
Holders Change
+45
Holders Change %
+5.94%
% of All Funds
12.39%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
116
Increased
297
Reduced
257
Closed
57
Calls
$126M
Puts
$145M
Net Calls
-$18.7M
Net Calls Change
+$10.1M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$2.95B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.35B
3
BlackRock
3
BlackRock
New York
$4.09B
4
Credit Agricole
4
Credit Agricole
France
$232M
5
State Street
5
State Street
Massachusetts
$2.37B

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.1B
2
Principal Financial Group
2
Principal Financial Group
Iowa
$392M
3
CIM
3
Centersquare Investment Management
Pennsylvania
$235M
4
HM
4
HealthCor Management
New York
$0
5
N
5
Natixis
France
$7.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
Macquarie Group
101
Macquarie Group
Australia
$30.7M +$673K +7,990 +2%
VOYA Investment Management
102
VOYA Investment Management
Georgia
$30.6M +$16.1M +187,270 +110%
BHC
103
Bowen Hanes & Co
Florida
$28.5M -$17.2K -200 -0.1%
Millennium Management
104
Millennium Management
New York
$27.6M +$13.2M +154,195 +92%
SOADOR
105
State of Alaska Department of Revenue
Alaska
$27.5M -$207K -2,418 -0.7%
Franklin Resources
106
Franklin Resources
California
$27.4M +$272K +3,168 +1%
Toronto Dominion Bank
107
Toronto Dominion Bank
Ontario, Canada
$26.1M +$5.97M +69,660 +30%
RGREA
108
Ranger Global Real Estate Advisors
Colorado
$25.5M +$14.6M +170,000 +133%
CCM
109
Chilton Capital Management
Texas
$24.8M +$470K +5,478 +2%
1832 Asset Management
110
1832 Asset Management
Ontario, Canada
$24.3M -$106K -1,216 -0.4%
PS
111
Presima Securities
Quebec, Canada
$23.7M -$2M -23,300 -8%
DekaBank Deutsche Girozentrale
112
DekaBank Deutsche Girozentrale
Germany
$23.3M +$3.32M +38,909 +17%
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$22.9M -$163K -1,905 -0.7%
Chevy Chase Trust
114
Chevy Chase Trust
Maryland
$22.7M +$94K +1,096 +0.4%
VanEck Associates
115
VanEck Associates
New York
$22.4M +$5.8M +67,662 +35%
Impax Asset Management Group
116
Impax Asset Management Group
United Kingdom
$22M -$47.6K -555 -0.2%
DSA
117
Davis Selected Advisers
Arizona
$21.3M +$2.92M +34,040 +16%
ATN
118
AMF Tjänstepension
Sweden
$21.1M -$1.8M -20,976 -8%
Mitsubishi UFJ Trust & Banking
119
Mitsubishi UFJ Trust & Banking
Japan
$21M -$16.6M -194,085 -44%
GC
120
Guggenheim Capital
Illinois
$20M +$1.33M +15,549 +7%
D.E. Shaw & Co
121
D.E. Shaw & Co
New York
$19.7M +$12.9M +150,311 +189%
Walleye Capital
122
Walleye Capital
New York
$19.7M +$19.7M +229,792 New
NIPH
123
NN Investment Partners Holdings
Netherlands
$19.7M +$7.69M +89,707 +64%
SCM
124
Sandler Capital Management
New York
$18.6M +$115K +1,346 +0.6%
Zurich Cantonal Bank
125
Zurich Cantonal Bank
Switzerland
$18.5M -$126K -1,472 -0.7%
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5
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