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Welltower
WELL

Overview Fund Activity

807 hedge funds and large institutions have $39.9B invested in Welltower in 2023 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 299 increasing their positions, 256 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
807
Holders Change
+36
Holders Change %
+4.67%
% of All Funds
12.73%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.28%
New
78
Increased
299
Reduced
256
Closed
38
Calls
$134M
Puts
$41.8M
Net Calls
+$92.1M
Net Calls Change
+$56.1M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$1.73B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$2.19B
3
BlackRock
3
BlackRock
New York
$4.32B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$611M
5
CIMLRA
5
CBRE Investment Management Listed Real Assets
Pennsylvania
$203M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$3.07B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.17B
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$648M
4
OIAM
4
OFI Invest Asset Management
France
$1.24M
5
Bank of America
5
Bank of America
North Carolina
$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
ATN
126
AMF Tjänstepension
Sweden
$13.7M – – –
LGF
127
LGT Group Foundation
Liechtenstein
$13.6M +$9.44M +116,742 +225%
CGIM
128
Capital Group Investment Management
Singapore
$13.5M +$13.5M +166,700 New
OCBCO
129
Oversea-Chinese Banking Corp (OCBC)
Singapore
$13.4M +$65.3K +807 +0.5%
GC
130
Guggenheim Capital
Illinois
$13.2M -$39.9K -493 -0.3%
LPL Financial
131
LPL Financial
California
$12.6M +$386K +4,773 +3%
MYAM
132
Meiji Yasuda Asset Management
Japan
$12.6M +$675K +8,341 +6%
RJFSA
133
Raymond James Financial Services Advisors
Florida
$12.4M -$1.14M -14,129 -8%
Natixis Advisors
134
Natixis Advisors
Massachusetts
$11.6M +$1.05M +13,021 +10%
ASRS
135
Arizona State Retirement System
Arizona
$11.5M +$1.04M +12,846 +10%
SMDAM
136
Sumitomo Mitsui DS Asset Management
Japan
$11.3M +$2.46M +30,355 +28%
VRS
137
Virginia Retirement Systems
Virginia
$11.3M +$785K +9,700 +7%
SOMRS
138
State of Michigan Retirement System
Michigan
$11.1M +$566K +7,000 +5%
AIG
139
American International Group
New York
$10.9M +$511K +6,321 +5%
Allianz Asset Management
140
Allianz Asset Management
Germany
$10.8M +$188K +2,329 +2%
CM
141
Cercano Management
Washington
$10.8M – – –
Stifel Financial
142
Stifel Financial
Missouri
$10.7M +$594K +7,346 +6%
Calamos Advisors
143
Calamos Advisors
Illinois
$10.4M – – –
MCM
144
Makena Capital Management
California
$10.4M -$993K -12,275 -9%
MIM
145
MetLife Investment Management
New Jersey
$10.2M +$340K +4,199 +3%
State of Tennessee, Department of Treasury
146
State of Tennessee, Department of Treasury
Tennessee
$9.94M +$4.06M +50,163 +69%
KeyBank National Association
147
KeyBank National Association
Ohio
$9.89M -$714K -8,829 -7%
AB
148
Amalgamated Bank
New York
$9.84M -$64.6K -799 -0.7%
Millennium Management
149
Millennium Management
New York
$9.8M -$31.2M -385,948 -76%
Mirae Asset Global Investments
150
Mirae Asset Global Investments
South Korea
$9.53M -$776K -9,596 -8%
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6
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