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Welltower
WELL

Overview Fund Activity

822 hedge funds and large institutions have $42B invested in Welltower in 2023 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 331 increasing their positions, 257 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
822
Holders Change
+15
Holders Change %
+1.86%
% of All Funds
13.11%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.26%
New
69
Increased
331
Reduced
257
Closed
47
Calls
$120M
Puts
$51.2M
Net Calls
+$68.6M
Net Calls Change
-$23.5M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$2.23B
2
Cohen & Steers
2
Cohen & Steers
New York
$3.34B
3
Principal Financial Group
3
Principal Financial Group
Iowa
$1.06B
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$6.62B
5
Invesco
5
Invesco
Georgia
$695M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$455M
2
Deutsche Bank
2
Deutsche Bank
Germany
$349M
3
BlackRock
3
BlackRock
New York
$4.31B
4
ZP
4
Zimmer Partners
New York
$0
5
HS
5
Hazelview Securities
Ontario, Canada
$18.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
State of Wisconsin Investment Board
101
State of Wisconsin Investment Board
Wisconsin
$26.2M -$10M -122,506 -28%
RJA
102
Raymond James & Associates
Florida
$25.8M +$1.21M +14,823 +5%
SOADOR
103
State of Alaska Department of Revenue
Alaska
$25.8M +$255K +3,114 +1%
Toronto Dominion Bank
104
Toronto Dominion Bank
Ontario, Canada
$25.6M +$19.2K +234 +0.1%
Zurich Cantonal Bank
105
Zurich Cantonal Bank
Switzerland
$25.2M +$115K +1,404 +0.5%
Nisa Investment Advisors
106
Nisa Investment Advisors
Missouri
$25.1M +$1.55M +18,927 +7%
Chevy Chase Trust
107
Chevy Chase Trust
Maryland
$24M +$463K +5,646 +2%
BIC
108
B&I Capital
Switzerland
$23.9M -$2.86M -34,950 -11%
Verition Fund Management
109
Verition Fund Management
Connecticut
$23.2M +$22M +268,390 +1,777%
CCM
110
Chilton Capital Management
Texas
$22.2M -$1.1M -13,427 -5%
Treasurer of the State of North Carolina
111
Treasurer of the State of North Carolina
North Carolina
$22M +$35.2K +430 +0.2%
Victory Capital Management
112
Victory Capital Management
Texas
$21M +$1.65M +20,158 +9%
CII
113
Capital International Inc
California
$20.9M +$3.18M +38,841 +18%
BNP Paribas Financial Markets
114
BNP Paribas Financial Markets
France
$20.7M -$24.3M -296,648 -54%
HS
115
Hazelview Securities
Ontario, Canada
$18.8M -$39.3M -481,381 -68%
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$18.6M -$381K -4,650 -2%
Jane Street
117
Jane Street
New York
$18.1M -$12.6M -153,895 -41%
BC
118
Brookfield Corp
Ontario, Canada
$17.8M +$17.8M +217,333 New
Citadel Advisors
119
Citadel Advisors
Florida
$17.5M +$10.8M +131,352 +160%
Natixis Advisors
120
Natixis Advisors
Massachusetts
$16.9M +$5.18M +63,193 +44%
TD Asset Management
121
TD Asset Management
Ontario, Canada
$16.7M -$264K -3,223 -2%
Handelsbanken Fonder
122
Handelsbanken Fonder
Sweden
$16M +$75.3K +919 +0.5%
Royal London Asset Management
123
Royal London Asset Management
United Kingdom
$15.8M +$824K +10,050 +5%
Teacher Retirement System of Texas
124
Teacher Retirement System of Texas
Texas
$15.7M +$60.8K +742 +0.4%
VAM
125
Vert Asset Management
California
$15.2M +$739K +9,024 +5%
3 4
5
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