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Welltower
WELL

Overview Fund Activity

842 hedge funds and large institutions have $42.1B invested in Welltower in 2022 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 310 increasing their positions, 277 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
842
Holders Change
+40
Holders Change %
+4.99%
% of All Funds
13.32%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.27%
New
104
Increased
310
Reduced
277
Closed
52
Calls
$140M
Puts
$117M
Net Calls
+$22.4M
Net Calls Change
+$41.1M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.33B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.85B
3
Vanguard Group
Vanguard Group
Pennsylvania
$6.9B
4
State Street
State Street
Massachusetts
$2.9B
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$131M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$942M
2
Credit Agricole
Credit Agricole
France
$9.43M
3
CCM
Cullen Capital Management
New York
$451K
4
BlackRock
BlackRock
New York
$4.45B
5
Invesco
Invesco
Georgia
$666M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
151
Bridgewater Associates
Connecticut
$12.2M +$8.82M +91,693 +259%
TRCT
152
Tower Research Capital (TRC)
New York
$12.2M +$6.76M +70,265 +125%
AIG
153
American International Group
New York
$12M -$368K -3,830 -3%
UIM
154
USS Investment Management
United Kingdom
$11.7M +$1.9M +19,736 +19%
ASRS
155
Arizona State Retirement System
Arizona
$11.5M +$356K +3,707 +3%
MIM
156
MetLife Investment Management
New Jersey
$11.4M +$2.14M +22,266 +23%
Osaic Holdings
157
Osaic Holdings
Arizona
$11.1M -$103K -972 -0.9%
MCM
158
Maryland Capital Management
Maryland
$11.1M +$198K +2,062 +2%
KBC Group
159
KBC Group
Belgium
$11.1M +$130K +1,355 +1%
Susquehanna International Group
160
Susquehanna International Group
Pennsylvania
$10.9M +$1.3M +13,497 +13%
Commonwealth Equity Services
161
Commonwealth Equity Services
Massachusetts
$10.9M +$17.9K +186 +0.2%
SOMRS
162
State of Michigan Retirement System
Michigan
$10.6M +$20.5K +213 +0.2%
AB
163
Amalgamated Bank
New York
$10.5M -$733K -7,623 -7%
AF
164
Amalgamated Financial
New York
$10.5M +$10.5M +109,521 New
Natixis Advisors
165
Natixis Advisors
Massachusetts
$9.71M +$1.93M +20,058 +25%
TCOT
166
Trust Company of Toledo
Ohio
$9.51M -$60.9K -633 -0.6%
Credit Agricole
167
Credit Agricole
France
$9.43M -$251M -2,608,448 -96%
VVP
168
Venture Visionary Partners
Ohio
$9.32M +$98.3K +1,023 +1%
FRAF
169
Första AP-fonden
Sweden
$9.11M -$663K -6,900 -7%
FAF
170
Fjarde Ap-fonden
Sweden
$9.09M -$1.55M -16,100 -15%
MNG
171
Manning & Napier Group
New York
$8.97M +$894K +9,299 +11%
Truist Financial
172
Truist Financial
North Carolina
$8.78M -$1.67M -17,414 -16%
MYAM
173
Meiji Yasuda Asset Management
Japan
$8.73M +$7.22M +75,059 +475%
Teacher Retirement System of Texas
174
Teacher Retirement System of Texas
Texas
$8.63M -$6.89M -71,639 -44%
YCM
175
Yousif Capital Management
Michigan
$8.54M +$74.8K +778 +0.9%
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