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Welltower
WELL

Overview Fund Activity

781 hedge funds and large institutions have $29.9B invested in Welltower in 2022 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 324 increasing their positions, 239 reducing their positions, and 83 closing their positions.

Holders
781
Holders Change
-32
Holders Change %
-3.94%
% of All Funds
13.51%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.24%
New
62
Increased
324
Reduced
239
Closed
83
Calls
$77.6M
Puts
$120M
Net Calls
-$42.8M
Net Calls Change
-$56.3M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.67B
2
Cohen & Steers
2
Cohen & Steers
New York
$2.58B
3
Principal Financial Group
3
Principal Financial Group
Iowa
$440M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$4.79B
5
Daiwa Securities Group
5
Daiwa Securities Group
Japan
$551M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$999M
2
Deutsche Bank
2
Deutsche Bank
Germany
$87.8M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$429M
4
Invesco
4
Invesco
Georgia
$385M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$332M
Name Market Value Shares Shares
Change 		Shares
Change %
SOADOR
101
State of Alaska Department of Revenue
Alaska
$23.9M 371,643 -1,022 -0.3%
Citadel Advisors
102
Citadel Advisors
Florida
$23.3M 361,966 +34,060 +10%
Korea Investment Corp
103
Korea Investment Corp
South Korea
$23.2M 360,546 +7,879 +2%
TAF
104
Tredje AP-fonden
Sweden
$22.8M 354,835 +218,384 +160%
Franklin Resources
105
Franklin Resources
California
$22.3M 346,597 +139 +0%
RJA
106
Raymond James & Associates
Florida
$21.6M 335,416 +674 +0.2%
BHC
107
Bowen Hanes & Co
Florida
$21.2M 328,943 -3,300 -1%
DekaBank Deutsche Girozentrale
108
DekaBank Deutsche Girozentrale
Germany
$20.7M 327,793 +11,336 +4%
Envestnet Asset Management
109
Envestnet Asset Management
Illinois
$20.2M 313,943 +26,590 +9%
1832 Asset Management
110
1832 Asset Management
Ontario, Canada
$19.5M 303,311 +5,300 +2%
Impax Asset Management Group
111
Impax Asset Management Group
United Kingdom
$19.4M 301,212 +41,441 +16%
Marshall Wace
112
Marshall Wace
United Kingdom
$19.3M 299,980 -130,673 -30%
Zurich Cantonal Bank
113
Zurich Cantonal Bank
Switzerland
$19.2M 298,986 +22,931 +8%
Swedbank
114
Swedbank
Sweden
$18.6M 288,432 -1,498 -0.5%
CCM
115
Chilton Capital Management
Texas
$18.5M 287,279 +586 +0.2%
Chevy Chase Trust
116
Chevy Chase Trust
Maryland
$18.4M 285,391 +8,787 +3%
PS
117
Presima Securities
Quebec, Canada
$17.4M 271,150 +227,300 +518%
WBC
118
Westpac Banking Corp
Australia
$17.3M 268,618 -126,923 -32%
RGREA
119
Ranger Global Real Estate Advisors
Colorado
$17.1M 265,339 +265,339 New
SSA
120
Schonfeld Strategic Advisors
New York
$16.7M 259,195 +144,014 +125%
Toronto Dominion Bank
121
Toronto Dominion Bank
Ontario, Canada
$16.2M 252,067 -13,341 -5%
BIC
122
B&I Capital
Switzerland
$16.2M 251,120 +83,400 +50%
Nisa Investment Advisors
123
Nisa Investment Advisors
Missouri
$16.1M 251,065 +9,125 +4%
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$15.8M 245,959 -3,883 -2%
UOC
125
UBS O'Connor
Illinois
$15.3M 238,217 +238,217 New
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5
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