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Welltower
WELL

Overview Fund Activity

795 hedge funds and large institutions have $30.5B invested in Welltower in 2022 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 297 increasing their positions, 268 reducing their positions, and 63 closing their positions.

Holders
795
Holders Change
+14
Holders Change %
+1.79%
% of All Funds
12.83%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.29%
New
99
Increased
297
Reduced
268
Closed
63
Calls
$72.1M
Puts
$191M
Net Calls
-$119M
Net Calls Change
-$75.7M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$3.12B
2
Capital International Investors
2
Capital International Investors
California
$228M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$671M
4
Daiwa Securities Group
4
Daiwa Securities Group
Japan
$669M
5
CIM
5
Centersquare Investment Management
Pennsylvania
$311M

Top Sellers

1
MSE
1
MUFG Securities EMEA
United Kingdom
$0
2
RC
2
Resolution Capital
Australia
$350M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.58B
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$21.9M
5
Bank of America
5
Bank of America
North Carolina
$175M
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
126
CIBC World Markets
New York
$13.6M 207,866 +11,128 +6%
FRAF
127
Första AP-fonden
Sweden
$13M 198,600 +62,200 +46%
Cerity Partners
128
Cerity Partners
New York
$12.8M 194,660 +190,747 +4,875%
HCM
129
HGI Capital Management
New York
$12.5M 190,961 +190,961 New
Royal London Asset Management
130
Royal London Asset Management
United Kingdom
$12.4M 188,561 +8,785 +5%
AC
131
Allstate Corporation
Illinois
$12.3M 188,267 +47,378 +34%
AIM
132
Allstate Investment Management
Illinois
$12.3M 188,267 +188,267 New
Susquehanna International Group
133
Susquehanna International Group
Pennsylvania
$11.9M 181,321 +164,586 +983%
VanEck Associates
134
VanEck Associates
New York
$11.7M 177,881 +18,783 +12%
GC
135
Guggenheim Capital
Illinois
$11.4M 174,477 -8,443 -5%
ATN
136
AMF Tjänstepension
Sweden
$11.1M 169,582 – –
RJFSA
137
Raymond James Financial Services Advisors
Florida
$10.7M 163,426 -11,884 -7%
LPL Financial
138
LPL Financial
California
$10.7M 163,322 -2,490 -2%
Voloridge Investment Management
139
Voloridge Investment Management
Florida
$10.6M 161,307 -647,703 -80%
Thrivent Financial for Lutherans
140
Thrivent Financial for Lutherans
Minnesota
$10.6M 161,046 -14,615 -8%
Walleye Capital
141
Walleye Capital
New York
$10.2M 156,274 +82,433 +112%
DSA
142
Davis Selected Advisers
Arizona
$10M 152,980 -62,110 -29%
MCM
143
Makena Capital Management
California
$10M 152,579 +152,579 New
WMSA
144
Weiss Multi-Strategy Advisers
New York
$9.85M 150,328 +150,328 New
Handelsbanken Fonder
145
Handelsbanken Fonder
Sweden
$9.52M 145,232 +7,064 +5%
Calamos Advisors
146
Calamos Advisors
Illinois
$9.51M 145,110 -25,174 -15%
IIM
147
INTECH Investment Management
Florida
$9.03M 137,729 +1,209 +0.9%
KeyBank National Association
148
KeyBank National Association
Ohio
$8.88M 135,489 -7,275 -5%
TC
149
TwinBeech Capital
New York
$8.78M 133,959 +29,574 +28%
CM
150
Cercano Management
Washington
$8.74M 133,289 +133,289 New
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6
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