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Welltower
WELL

Overview Fund Activity

802 hedge funds and large institutions have $36.5B invested in Welltower in 2021 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 297 increasing their positions, 257 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
802
Holders Change
+45
Holders Change %
+5.94%
% of All Funds
12.39%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
116
Increased
297
Reduced
257
Closed
57
Calls
$126M
Puts
$145M
Net Calls
-$18.7M
Net Calls Change
+$10.1M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$2.95B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.35B
3
BlackRock
BlackRock
New York
$4.09B
4
Credit Agricole
Credit Agricole
France
$232M
5
State Street
State Street
Massachusetts
$2.37B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.1B
2
Principal Financial Group
Principal Financial Group
Iowa
$392M
3
CIM
Centersquare Investment Management
Pennsylvania
$235M
4
HM
HealthCor Management
New York
$0
5
N
Natixis
France
$7.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
BNP Paribas Asset Management
126
BNP Paribas Asset Management
France
$17.7M +$7.82M +91,203 +79%
TCM
127
Tekla Capital Management
Massachusetts
$17.4M – – –
Thrivent Financial for Lutherans
128
Thrivent Financial for Lutherans
Minnesota
$17.2M -$1.03M -12,063 -6%
OAM
129
Oppenheimer Asset Management
New York
$16.7M +$589K +6,862 +4%
TD Asset Management
130
TD Asset Management
Ontario, Canada
$16.3M -$510K -5,951 -3%
BNP Paribas Financial Markets
131
BNP Paribas Financial Markets
France
$15.7M -$3.25M -37,836 -17%
Stifel Financial
132
Stifel Financial
Missouri
$15.2M +$337K +3,927 +2%
Janney Montgomery Scott
133
Janney Montgomery Scott
Pennsylvania
$15.1M +$377K +4,394 +3%
AQR Capital Management
134
AQR Capital Management
Connecticut
$14.9M -$1.41M -16,482 -9%
RJFSA
135
Raymond James Financial Services Advisors
Florida
$14.7M -$1.59M -18,561 -10%
Aviva
136
Aviva
United Kingdom
$14.7M +$107K +1,253 +0.7%
LGF
137
LGT Group Foundation
Liechtenstein
$14.3M +$14.3M +166,529 New
Treasurer of the State of North Carolina
138
Treasurer of the State of North Carolina
North Carolina
$14.1M +$462K +5,390 +3%
Teacher Retirement System of Texas
139
Teacher Retirement System of Texas
Texas
$13.8M +$8.13M +94,790 +142%
Voloridge Investment Management
140
Voloridge Investment Management
Florida
$13.8M +$12.7M +147,517 +1,120%
ProShare Advisors
141
ProShare Advisors
Maryland
$13.4M +$2.65M +30,915 +25%
Royal London Asset Management
142
Royal London Asset Management
United Kingdom
$13M – – –
KeyBank National Association
143
KeyBank National Association
Ohio
$12.6M -$456K -5,311 -3%
RCAP
144
Resolute Capital Asset Partners
Colorado
$12.4M +$12.4M +144,785 New
Calamos Advisors
145
Calamos Advisors
Illinois
$12.3M +$476K +5,551 +4%
ERSOT
146
Employees Retirement System of Texas
Texas
$12.3M +$12.3M +143,030 New
CC
147
Cannell & Co
New York
$11.8M -$434K -5,061 -4%
TAF
148
Tredje AP-fonden
Sweden
$11.7M -$2.84M -33,104 -20%
Allspring Global Investments
149
Allspring Global Investments
North Carolina
$11.4M +$11.4M +133,185 New
LPL Financial
150
LPL Financial
California
$11.3M +$735K +8,564 +7%
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