WELL icon

Welltower
WELL

Overview Fund Activity

813 hedge funds and large institutions have $37.3B invested in Welltower in 2022 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 314 increasing their positions, 257 reducing their positions, and 89 closing their positions.

Holders
813
Holders Change
-29
Holders Change %
-3.44%
% of All Funds
13.75%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.3%
New
73
Increased
314
Reduced
257
Closed
89
Calls
$151M
Puts
$137M
Net Calls
+$13.5M
Net Calls Change
-$8.98M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.48B
2
BlackRock
2
BlackRock
New York
$4.11B
3
MSE
3
MUFG Securities EMEA
United Kingdom
$251M
4
Bank of America
4
Bank of America
North Carolina
$354M
5
Morgan Stanley
5
Morgan Stanley
New York
$528M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$2.81B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$760M
3
American Century Companies
3
American Century Companies
Missouri
$103M
4
Deutsche Bank
4
Deutsche Bank
Germany
$385M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$9.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Franklin Resources
101
Franklin Resources
California
$28.5M 346,458 +3,618 +1%
Aviva
102
Aviva
United Kingdom
$28.5M 345,887 +157,675 +84%
CI
103
Cambiar Investors
Colorado
$28.2M 342,857 -60,426 -15%
RJA
104
Raymond James & Associates
Florida
$27.6M 334,742 +995 +0.3%
BHC
105
Bowen Hanes & Co
Florida
$27.4M 332,243 – –
Citadel Advisors
106
Citadel Advisors
Florida
$27M 327,906 -314,763 -49%
DekaBank Deutsche Girozentrale
107
DekaBank Deutsche Girozentrale
Germany
$26M 316,457 +34,627 +12%
BNP Paribas Financial Markets
108
BNP Paribas Financial Markets
France
$25.6M 311,046 +109,270 +54%
1832 Asset Management
109
1832 Asset Management
Ontario, Canada
$24.5M 298,011 +10,200 +4%
Swedbank
110
Swedbank
Sweden
$23.9M 289,930 -4,804 -2%
Envestnet Asset Management
111
Envestnet Asset Management
Illinois
$23.7M 287,353 +3,896 +1%
CCM
112
Chilton Capital Management
Texas
$23.6M 286,693 +3,784 +1%
Millennium Management
113
Millennium Management
New York
$23.5M 285,881 -9,658 -3%
Chevy Chase Trust
114
Chevy Chase Trust
Maryland
$22.8M 276,604 +11,397 +4%
Zurich Cantonal Bank
115
Zurich Cantonal Bank
Switzerland
$22.7M 276,055 +46,732 +20%
Toronto Dominion Bank
116
Toronto Dominion Bank
Ontario, Canada
$21.9M 265,408 -24,061 -8%
Impax Asset Management Group
117
Impax Asset Management Group
United Kingdom
$21.4M 259,771 +2,346 +0.9%
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$20.6M 249,842 -5,805 -2%
DSA
119
Davis Selected Advisers
Arizona
$20.1M 244,330 -880 -0.4%
Nisa Investment Advisors
120
Nisa Investment Advisors
Missouri
$19.9M 241,940 -18,381 -7%
D.E. Shaw & Co
121
D.E. Shaw & Co
New York
$18.8M 228,582 +86,626 +61%
IIM
122
INTECH Investment Management
Florida
$18.7M 227,091 +227,091 New
CWM
123
CIBC World Markets
New York
$18.6M 226,184 -19,395 -8%
VanEck Associates
124
VanEck Associates
New York
$18.1M 219,327 -10,978 -5%
BA
125
Bridgewater Associates
Connecticut
$18M 218,117 +91,072 +72%
3 4
5
6 7