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Welltower
WELL

Overview Fund Activity

807 hedge funds and large institutions have $39.9B invested in Welltower in 2023 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 299 increasing their positions, 256 reducing their positions, and 38 closing their positions.

Holders
807
Holders Change
+36
Holders Change %
+4.67%
% of All Funds
12.73%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.28%
New
78
Increased
299
Reduced
256
Closed
38
Calls
$134M
Puts
$41.8M
Net Calls
+$92.1M
Net Calls Change
+$56.1M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$1.73B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$2.19B
3
BlackRock
3
BlackRock
New York
$4.32B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$611M
5
CIMLRA
5
CBRE Investment Management Listed Real Assets
Pennsylvania
$203M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$3.07B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.17B
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$648M
4
OIAM
4
OFI Invest Asset Management
France
$1.24M
5
Bank of America
5
Bank of America
North Carolina
$176M
Name Market Value Shares Shares
Change 		Shares
Change %
DekaBank Deutsche Girozentrale
101
DekaBank Deutsche Girozentrale
Germany
$28.4M 351,706 -6,700 -2%
BIC
102
B&I Capital
Switzerland
$26.5M 327,300 -57,800 -15%
Toronto Dominion Bank
103
Toronto Dominion Bank
Ontario, Canada
$25.3M 312,657 +31,355 +11%
SOADOR
104
State of Alaska Department of Revenue
Alaska
$25.2M 311,336 -44,575 -13%
Zurich Cantonal Bank
105
Zurich Cantonal Bank
Switzerland
$24.7M 305,632 +38,316 +14%
RJA
106
Raymond James & Associates
Florida
$24.3M 299,935 +1,200 +0.4%
Nisa Investment Advisors
107
Nisa Investment Advisors
Missouri
$23.3M 287,961 +3,554 +1%
Chevy Chase Trust
108
Chevy Chase Trust
Maryland
$23.2M 287,383 +11,165 +4%
CCM
109
Chilton Capital Management
Texas
$23M 284,106 -18,309 -6%
UM
110
UniSuper Management
Australia
$21.7M 268,023 +268,023 New
Treasurer of the State of North Carolina
111
Treasurer of the State of North Carolina
North Carolina
$21.7M 267,721 +16,075 +6%
PS
112
Presima Securities
Quebec, Canada
$21.3M 263,743 -23,154 -8%
Victory Capital Management
113
Victory Capital Management
Texas
$19.2M 236,743 -10,313 -4%
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$18.7M 231,184 +269 +0.1%
CII
115
Capital International Inc
California
$17.5M 216,727 +185,164 +587%
TD Asset Management
116
TD Asset Management
Ontario, Canada
$16.8M 207,387 -15,022 -7%
BA
117
Bridgewater Associates
Connecticut
$16.5M 203,665 +194,958 +2,239%
Handelsbanken Fonder
118
Handelsbanken Fonder
Sweden
$15.7M 193,911 +31,877 +20%
Teacher Retirement System of Texas
119
Teacher Retirement System of Texas
Texas
$15.5M 191,469 -9,370 -5%
Royal London Asset Management
120
Royal London Asset Management
United Kingdom
$14.8M 183,070 – –
DSA
121
Davis Selected Advisers
Arizona
$14.7M 181,550 – –
VAM
122
Vert Asset Management
California
$14.3M 176,265 +5,494 +3%
Thrivent Financial for Lutherans
123
Thrivent Financial for Lutherans
Minnesota
$14.2M 175,933 +4,076 +2%
VanEck Associates
124
VanEck Associates
New York
$14.2M 175,643 -2,290 -1%
ERSOT
125
Employees Retirement System of Texas
Texas
$14.2M 175,000 -60,000 -26%
3 4
5
6 7