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Welltower
WELL

Overview Fund Activity

813 hedge funds and large institutions have $37.3B invested in Welltower in 2022 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 314 increasing their positions, 257 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
813
Holders Change
-29
Holders Change %
-3.44%
% of All Funds
13.75%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.3%
New
73
Increased
314
Reduced
257
Closed
89
Calls
$151M
Puts
$137M
Net Calls
+$13.5M
Net Calls Change
-$8.98M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.48B
2
BlackRock
2
BlackRock
New York
$4.11B
3
MSE
3
MUFG Securities EMEA
United Kingdom
$251M
4
Bank of America
4
Bank of America
North Carolina
$354M
5
Morgan Stanley
5
Morgan Stanley
New York
$528M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$2.81B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$760M
3
American Century Companies
3
American Century Companies
Missouri
$103M
4
Deutsche Bank
4
Deutsche Bank
Germany
$385M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$9.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Treasurer of the State of North Carolina
126
Treasurer of the State of North Carolina
North Carolina
$17.4M +$3.7M +44,925 +27%
TCM
127
Tekla Capital Management
Massachusetts
$16.7M – – –
CS
128
Candriam SCA
Luxembourg
$16.6M -$9.83M -119,425 -37%
N
129
Natixis
France
$15.9M -$6.24M -75,749 -28%
TD Asset Management
130
TD Asset Management
Ontario, Canada
$15.6M -$174K -2,115 -1%
Thrivent Financial for Lutherans
131
Thrivent Financial for Lutherans
Minnesota
$15.1M -$142K -1,725 -0.9%
GC
132
Guggenheim Capital
Illinois
$14.9M -$2.5M -30,388 -14%
Royal London Asset Management
133
Royal London Asset Management
United Kingdom
$14.8M +$1.26M +15,334 +9%
AQR Capital Management
134
AQR Capital Management
Connecticut
$14.5M +$349K +4,239 +2%
GA
135
GRS Advisors
Illinois
$14.5M +$14.5M +175,572 New
RJFSA
136
Raymond James Financial Services Advisors
Florida
$14.4M +$178K +2,165 +1%
Calamos Advisors
137
Calamos Advisors
Illinois
$14M +$377K +4,578 +3%
ATN
138
AMF Tjänstepension
Sweden
$14M -$6.25M -75,853 -31%
BIC
139
B&I Capital
Switzerland
$13.8M +$13.8M +167,720 New
Point72 Asset Management
140
Point72 Asset Management
Connecticut
$13.8M +$13.8M +167,100 New
LPL Financial
141
LPL Financial
California
$13.4M +$1.55M +18,774 +13%
Stifel Financial
142
Stifel Financial
Missouri
$12.8M -$37K -449 -0.3%
MYAM
143
Meiji Yasuda Asset Management
Japan
$11.9M +$4.42M +53,664 +59%
Commonwealth Equity Services
144
Commonwealth Equity Services
Massachusetts
$11.9M +$2.53M +30,664 +27%
KeyBank National Association
145
KeyBank National Association
Ohio
$11.6M -$121K -1,473 -1%
Handelsbanken Fonder
146
Handelsbanken Fonder
Sweden
$11.4M +$298K +3,613 +3%
TAF
147
Tredje AP-fonden
Sweden
$11.2M – – –
CC
148
Cannell & Co
New York
$11.1M -$163K -1,976 -1%
GCA
149
GSI Capital Advisors
California
$11M +$5M +60,696 +83%
RCAP
150
Resolute Capital Asset Partners
Colorado
$10.7M -$1.65M -20,000 -13%
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