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Welltower
WELL

Overview Fund Activity

842 hedge funds and large institutions have $42.1B invested in Welltower in 2022 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 310 increasing their positions, 277 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
842
Holders Change
+40
Holders Change %
+4.99%
% of All Funds
13.32%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.27%
New
104
Increased
310
Reduced
277
Closed
52
Calls
$140M
Puts
$117M
Net Calls
+$22.4M
Net Calls Change
+$41.1M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.33B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.85B
3
Vanguard Group
Vanguard Group
Pennsylvania
$6.9B
4
State Street
State Street
Massachusetts
$2.9B
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$131M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$942M
2
Credit Agricole
Credit Agricole
France
$9.43M
3
CCM
Cullen Capital Management
New York
$451K
4
BlackRock
BlackRock
New York
$4.45B
5
Invesco
Invesco
Georgia
$666M
Name Holding Trade Value Shares
Change 		Shares
Change %
Korea Investment Corp
126
Korea Investment Corp
South Korea
$19.8M +$10.3M +107,200 +109%
TCM
127
Tekla Capital Management
Massachusetts
$19.5M – – –
BNP Paribas Financial Markets
128
BNP Paribas Financial Markets
France
$19.4M +$1.75M +18,191 +10%
TD Asset Management
129
TD Asset Management
Ontario, Canada
$18.4M +$102K +1,064 +0.6%
Aviva
130
Aviva
United Kingdom
$18.1M +$1.64M +17,014 +10%
Thrivent Financial for Lutherans
131
Thrivent Financial for Lutherans
Minnesota
$17.8M -$1.51M -15,739 -8%
LGF
132
LGT Group Foundation
Liechtenstein
$17.4M +$1.1M +11,286 +7%
RJFSA
133
Raymond James Financial Services Advisors
Florida
$16.6M +$65.7K +683 +0.4%
AQR Capital Management
134
AQR Capital Management
Connecticut
$16.5M -$122K -1,264 -0.7%
Treasurer of the State of North Carolina
135
Treasurer of the State of North Carolina
North Carolina
$16M +$272K +2,828 +2%
Calamos Advisors
136
Calamos Advisors
Illinois
$15.9M +$2.13M +22,188 +15%
Royal London Asset Management
137
Royal London Asset Management
United Kingdom
$15.8M +$1.24M +12,844 +8%
Walleye Capital
138
Walleye Capital
New York
$15.4M -$6.67M -69,416 -30%
Stifel Financial
139
Stifel Financial
Missouri
$15M -$2.04M -21,195 -12%
ProShare Advisors
140
ProShare Advisors
Maryland
$14.4M -$541K -5,624 -4%
RCAP
141
Resolute Capital Asset Partners
Colorado
$14.4M +$481K +5,000 +3%
LPL Financial
142
LPL Financial
California
$13.9M +$1.21M +12,598 +10%
KeyBank National Association
143
KeyBank National Association
Ohio
$13.7M -$369K -3,843 -3%
D.E. Shaw & Co
144
D.E. Shaw & Co
New York
$13.6M -$8.46M -88,020 -38%
Allspring Global Investments
145
Allspring Global Investments
North Carolina
$13.6M +$810K +8,422 +6%
BNP Paribas Asset Management
146
BNP Paribas Asset Management
France
$13.5M -$6.31M -65,645 -32%
CC
147
Cannell & Co
New York
$13.2M +$9.61K +100 +0.1%
TAF
148
Tredje AP-fonden
Sweden
$13.1M – – –
SCM
149
Sandler Capital Management
New York
$13.1M -$7.77M -80,810 -37%
Handelsbanken Fonder
150
Handelsbanken Fonder
Sweden
$12.9M +$281K +2,923 +2%
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