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Welltower
WELL

Overview Fund Activity

771 hedge funds and large institutions have $34.4B invested in Welltower in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 283 increasing their positions, 262 reducing their positions, and 71 closing their positions.

Holders
771
Holders Change
-24
Holders Change %
-3.02%
% of All Funds
12.34%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.26%
New
67
Increased
283
Reduced
262
Closed
71
Calls
$90.7M
Puts
$54.7M
Net Calls
+$36M
Net Calls Change
+$155M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$1.04B
2
Deutsche Bank
2
Deutsche Bank
Germany
$353M
3
Invesco
3
Invesco
Georgia
$474M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$5.54B
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$239M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$3.18B
2
ZP
2
Zimmer Partners
New York
$55.6M
3
BC
3
Brookfield Corp
Ontario, Canada
$0
4
SO
4
STRS Ohio
Ohio
$44.9M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$1.68B
Name Holding Trade Value Shares
Change 		Shares
Change %
BHC
101
Bowen Hanes & Co
Florida
$25.2M +$1.78M +24,800 +8%
AAMU
102
APG Asset Management US
New York
$22.3M +$22.3M +311,093 New
GA
103
GRS Advisors
Illinois
$22.3M -$630K -8,783 -3%
CCM
104
Chilton Capital Management
Texas
$21.7M -$360K -5,017 -2%
RJA
105
Raymond James & Associates
Florida
$21.4M -$151K -2,113 -0.7%
PS
106
Presima Securities
Quebec, Canada
$20.6M +$505K +7,047 +3%
Nisa Investment Advisors
107
Nisa Investment Advisors
Missouri
$20.4M +$1.58M +22,003 +8%
Toronto Dominion Bank
108
Toronto Dominion Bank
Ontario, Canada
$20.2M -$1.15M -16,031 -5%
Chevy Chase Trust
109
Chevy Chase Trust
Maryland
$19.8M +$143K +1,993 +0.7%
Zurich Cantonal Bank
110
Zurich Cantonal Bank
Switzerland
$19.2M -$602K -8,395 -3%
Susquehanna International Group
111
Susquehanna International Group
Pennsylvania
$18.7M +$5.67M +79,129 +44%
Swedbank
112
Swedbank
Sweden
$18M -$343K -4,784 -2%
Treasurer of the State of North Carolina
113
Treasurer of the State of North Carolina
North Carolina
$18M +$609K +8,490 +3%
Victory Capital Management
114
Victory Capital Management
Texas
$17.7M -$1.08M -15,070 -6%
SSA
115
Schonfeld Strategic Advisors
New York
$17M -$14.5M -202,347 -46%
ERSOT
116
Employees Retirement System of Texas
Texas
$16.8M -$2.01M -28,000 -11%
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$16.6M -$824K -11,494 -5%
TD Asset Management
118
TD Asset Management
Ontario, Canada
$15.9M +$298K +4,153 +2%
OIAM
119
OFI Invest Asset Management
France
$15.5M +$15.5M +1,109,044 New
Teacher Retirement System of Texas
120
Teacher Retirement System of Texas
Texas
$14.4M +$7.29M +101,746 +103%
Royal London Asset Management
121
Royal London Asset Management
United Kingdom
$13.1M -$394K -5,491 -3%
DSA
122
Davis Selected Advisers
Arizona
$13M +$2.05M +28,570 +19%
VanEck Associates
123
VanEck Associates
New York
$12.8M +$3.73K +52 +0%
CWM
124
CIBC World Markets
New York
$12.7M -$2.18M -30,369 -15%
Thrivent Financial for Lutherans
125
Thrivent Financial for Lutherans
Minnesota
$12.3M +$775K +10,811 +7%
3 4
5
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