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Welltower
WELL

Overview Fund Activity

771 hedge funds and large institutions have $34.4B invested in Welltower in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 283 increasing their positions, 262 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
771
Holders Change
-24
Holders Change %
-3.02%
% of All Funds
12.34%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.26%
New
67
Increased
283
Reduced
262
Closed
71
Calls
$90.7M
Puts
$54.7M
Net Calls
+$36M
Net Calls Change
+$155M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$1.04B
2
Deutsche Bank
Deutsche Bank
Germany
$353M
3
Invesco
Invesco
Georgia
$474M
4
Vanguard Group
Vanguard Group
Pennsylvania
$5.54B
5
Russell Investments Group
Russell Investments Group
United Kingdom
$239M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$3.18B
2
ZP
Zimmer Partners
New York
$55.6M
3
BC
Brookfield Corp
Ontario, Canada
$0
4
SO
STRS Ohio
Ohio
$44.9M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$1.68B
Name Holding Trade Value Shares
Change 		Shares
Change %
VAM
126
Vert Asset Management
California
$12.2M +$4.68M +65,344 +62%
ATN
127
AMF Tjänstepension
Sweden
$12.2M – – –
RJFSA
128
Raymond James Financial Services Advisors
Florida
$12M +$284K +3,966 +2%
OCBCO
129
Oversea-Chinese Banking Corp (OCBC)
Singapore
$11.9M -$3.05M -42,564 -20%
GC
130
Guggenheim Capital
Illinois
$11.8M -$742K -10,346 -6%
Handelsbanken Fonder
131
Handelsbanken Fonder
Sweden
$11.6M +$1.2M +16,802 +12%
FRAF
132
Första AP-fonden
Sweden
$11.1M -$3.17M -44,200 -22%
LPL Financial
133
LPL Financial
California
$10.8M -$901K -12,573 -8%
MYAM
134
Meiji Yasuda Asset Management
Japan
$10.5M +$54.7K +763 +0.5%
MCM
135
Makena Capital Management
California
$10.1M -$865K -12,060 -8%
HCM
136
HGI Capital Management
New York
$10M -$3.69M -51,470 -27%
RGREA
137
Ranger Global Real Estate Advisors
Colorado
$9.84M -$7.03M -98,067 -42%
CM
138
Cercano Management
Washington
$9.56M – – –
GCA
139
GSI Capital Advisors
California
$9.51M +$402K +5,608 +4%
Allianz Asset Management
140
Allianz Asset Management
Germany
$9.4M +$228K +3,181 +2%
KeyBank National Association
141
KeyBank National Association
Ohio
$9.4M -$316K -4,409 -3%
Cerity Partners
142
Cerity Partners
New York
$9.31M -$4.65M -64,815 -33%
Natixis Advisors
143
Natixis Advisors
Massachusetts
$9.31M +$2.22M +30,903 +31%
SOMRS
144
State of Michigan Retirement System
Michigan
$9.3M +$93.2K +1,300 +1%
SP
145
Sarasin & Partners
United Kingdom
$9.3M +$4.47M +56,242 +93%
VRS
146
Virginia Retirement Systems
Virginia
$9.3M -$17.9M -250,073 -66%
ASRS
147
Arizona State Retirement System
Arizona
$9.25M +$198K +2,763 +2%
Calamos Advisors
148
Calamos Advisors
Illinois
$9.25M -$1.16M -16,126 -11%
AIG
149
American International Group
New York
$9.2M +$25.5K +355 +0.3%
Mirae Asset Global Investments
150
Mirae Asset Global Investments
South Korea
$9.13M +$1.59M +22,150 +21%
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