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Welltower
WELL

Overview Fund Activity

795 hedge funds and large institutions have $30.5B invested in Welltower in 2022 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 297 increasing their positions, 268 reducing their positions, and 63 closing their positions.

Holders
795
Holders Change
+14
Holders Change %
+1.79%
% of All Funds
12.83%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.29%
New
99
Increased
297
Reduced
268
Closed
63
Calls
$72.1M
Puts
$191M
Net Calls
-$119M
Net Calls Change
-$75.7M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$3.12B
2
Capital International Investors
2
Capital International Investors
California
$228M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$671M
4
Daiwa Securities Group
4
Daiwa Securities Group
Japan
$669M
5
CIM
5
Centersquare Investment Management
Pennsylvania
$311M

Top Sellers

1
MSE
1
MUFG Securities EMEA
United Kingdom
$0
2
RC
2
Resolution Capital
Australia
$350M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.58B
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$21.9M
5
Bank of America
5
Bank of America
North Carolina
$175M
Name Market Value Shares Shares
Change 		Shares
Change %
State of Wisconsin Investment Board
101
State of Wisconsin Investment Board
Wisconsin
$22.3M 340,662 -33,024 -9%
Franklin Resources
102
Franklin Resources
California
$22.2M 338,212 -8,385 -2%
Massachusetts Financial Services
103
Massachusetts Financial Services
Massachusetts
$21.9M 333,542 -1,486,125 -82%
BHC
104
Bowen Hanes & Co
Florida
$21.4M 326,143 -2,800 -0.9%
Point72 Asset Management
105
Point72 Asset Management
Connecticut
$21.1M 321,200 +320,900 +106,967%
GA
106
GRS Advisors
Illinois
$21M 319,835 +319,835 New
BIC
107
B&I Capital
Switzerland
$20.6M 314,190 +63,070 +25%
CCM
108
Chilton Capital Management
Texas
$20.2M 307,432 +20,153 +7%
RJA
109
Raymond James & Associates
Florida
$19.7M 300,848 -34,568 -10%
Toronto Dominion Bank
110
Toronto Dominion Bank
Ontario, Canada
$19.5M 297,333 +45,266 +18%
PS
111
Presima Securities
Quebec, Canada
$18.3M 279,850 +8,700 +3%
Zurich Cantonal Bank
112
Zurich Cantonal Bank
Switzerland
$18.1M 275,711 -23,275 -8%
Chevy Chase Trust
113
Chevy Chase Trust
Maryland
$18M 274,225 -11,166 -4%
ERSOT
114
Employees Retirement System of Texas
Texas
$17.2M 263,000 +263,000 New
Nisa Investment Advisors
115
Nisa Investment Advisors
Missouri
$17.2M 262,404 +11,339 +5%
Victory Capital Management
116
Victory Capital Management
Texas
$17.2M 262,126 -163,581 -38%
Swedbank
117
Swedbank
Sweden
$16.8M 256,515 -31,917 -11%
Treasurer of the State of North Carolina
118
Treasurer of the State of North Carolina
North Carolina
$15.9M 243,156 +17,150 +8%
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$15.9M 242,409 -3,550 -1%
Millennium Management
120
Millennium Management
New York
$15.5M 235,981 +215,333 +1,043%
RGREA
121
Ranger Global Real Estate Advisors
Colorado
$15.1M 235,339 -30,000 -11%
TD Asset Management
122
TD Asset Management
Ontario, Canada
$14.3M 218,256 +26,960 +14%
Renaissance Technologies
123
Renaissance Technologies
New York
$14M 213,963 -1,108,100 -84%
WBC
124
Westpac Banking Corp
Australia
$13.8M 210,014 -58,604 -22%
OCBCO
125
Oversea-Chinese Banking Corp (OCBC)
Singapore
$13.6M 207,881 +207,881 New
3 4
5
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