WELL icon

Welltower
WELL

Overview Fund Activity

781 hedge funds and large institutions have $29.9B invested in Welltower in 2022 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 324 increasing their positions, 239 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
781
Holders Change
-32
Holders Change %
-3.94%
% of All Funds
13.51%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.24%
New
62
Increased
324
Reduced
239
Closed
83
Calls
$77.6M
Puts
$120M
Net Calls
-$42.8M
Net Calls Change
-$56.3M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.67B
2
Cohen & Steers
2
Cohen & Steers
New York
$2.58B
3
Principal Financial Group
3
Principal Financial Group
Iowa
$440M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$4.79B
5
Daiwa Securities Group
5
Daiwa Securities Group
Japan
$551M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$999M
2
Deutsche Bank
2
Deutsche Bank
Germany
$87.8M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$429M
4
Invesco
4
Invesco
Georgia
$385M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$332M
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
$14.5M +$921K +14,320 +7%
Caisse de Depot et Placement du Quebec (CDPQ)
127
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$14.5M +$14.5M +225,729 New
DSA
128
Davis Selected Advisers
Arizona
$13.8M -$1.88M -29,240 -12%
CWM
129
CIBC World Markets
New York
$12.7M -$1.89M -29,446 -13%
TD Asset Management
130
TD Asset Management
Ontario, Canada
$12.1M +$138K +2,187 +1%
GC
131
Guggenheim Capital
Illinois
$11.8M +$153K +2,379 +1%
Royal London Asset Management
132
Royal London Asset Management
United Kingdom
$11.6M +$29.9K +464 +0.3%
Thrivent Financial for Lutherans
133
Thrivent Financial for Lutherans
Minnesota
$11.3M -$476K -7,397 -4%
RJFSA
134
Raymond James Financial Services Advisors
Florida
$11.3M +$53.8K +837 +0.5%
Calamos Advisors
135
Calamos Advisors
Illinois
$11M – – –
ATN
136
AMF Tjänstepension
Sweden
$10.9M – – –
LPL Financial
137
LPL Financial
California
$10.7M +$169K +2,622 +2%
VanEck Associates
138
VanEck Associates
New York
$10.2M -$3.87M -60,229 -27%
MYAM
139
Meiji Yasuda Asset Management
Japan
$9.42M +$125K +1,936 +1%
KeyBank National Association
140
KeyBank National Association
Ohio
$9.18M +$97.4K +1,514 +1%
AC
141
Allstate Corporation
Illinois
$9.06M +$7.17M +111,526 +380%
Handelsbanken Fonder
142
Handelsbanken Fonder
Sweden
$8.89M – – –
IIM
143
INTECH Investment Management
Florida
$8.78M -$5.83M -90,571 -40%
FRAF
144
Första AP-fonden
Sweden
$8.77M +$1.65M +25,600 +23%
CC
145
Cannell & Co
New York
$8.65M -$54.7K -850 -0.6%
PDN
146
Pensionfund DSM Netherlands
Netherlands
$8.47M +$4.24M +57,753 +100%
MNG
147
Manning & Napier Group
New York
$8.13M +$39.9K +621 +0.5%
AIG
148
American International Group
New York
$8.12M -$21K -326 -0.3%
SOMRS
149
State of Michigan Retirement System
Michigan
$8.07M +$187K +2,900 +2%
Stifel Financial
150
Stifel Financial
Missouri
$8.04M -$1.99M -30,886 -20%
4 5
6
7 8