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Welltower
WELL

Overview Fund Activity

813 hedge funds and large institutions have $37.3B invested in Welltower in 2022 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 314 increasing their positions, 257 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
813
Holders Change
-29
Holders Change %
-3.44%
% of All Funds
13.75%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.3%
New
73
Increased
314
Reduced
257
Closed
89
Calls
$151M
Puts
$137M
Net Calls
+$13.5M
Net Calls Change
-$8.98M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.48B
2
BlackRock
2
BlackRock
New York
$4.11B
3
MSE
3
MUFG Securities EMEA
United Kingdom
$251M
4
Bank of America
4
Bank of America
North Carolina
$354M
5
Morgan Stanley
5
Morgan Stanley
New York
$528M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$2.81B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$760M
3
American Century Companies
3
American Century Companies
Missouri
$103M
4
Deutsche Bank
4
Deutsche Bank
Germany
$385M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$9.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIG
151
American International Group
New York
$10.4M +$145K +1,766 +1%
MNG
152
Manning & Napier Group
New York
$10.4M +$2.68M +32,544 +35%
LGF
153
LGT Group Foundation
Liechtenstein
$10.4M -$4.29M -52,050 -29%
Walleye Trading
154
Walleye Trading
New York
$10.1M +$10.1M +123,006 New
ASRS
155
Arizona State Retirement System
Arizona
$10.1M +$269K +3,270 +3%
SOMRS
156
State of Michigan Retirement System
Michigan
$10.1M +$1.05M +12,700 +12%
MIM
157
MetLife Investment Management
New Jersey
$10.1M +$319K +3,868 +3%
ProShare Advisors
158
ProShare Advisors
Maryland
$9.85M -$2.51M -30,480 -20%
CSS
159
Cubist Systematic Strategies
Connecticut
$9.75M +$7.95M +96,550 +443%
AB
160
Amalgamated Bank
New York
$9.71M +$692K +8,403 +8%
KBC Group
161
KBC Group
Belgium
$9.64M +$175K +2,130 +2%
UIM
162
USS Investment Management
United Kingdom
$9.59M -$417K -5,057 -4%
SSA
163
Schonfeld Strategic Advisors
New York
$9.49M +$3.14M +38,098 +49%
MCM
164
Maryland Capital Management
Maryland
$9.45M -$37.6K -457 -0.4%
First Trust Advisors
165
First Trust Advisors
Illinois
$9.4M -$33.1M -401,805 -78%
FRAF
166
Första AP-fonden
Sweden
$9.12M +$1.32M +16,000 +17%
State of Tennessee, Department of Treasury
167
State of Tennessee, Department of Treasury
Tennessee
$8.79M +$3.24M +39,388 +58%
Mirae Asset Global Investments
168
Mirae Asset Global Investments
South Korea
$8.61M +$2.45M +29,723 +40%
Osaic Holdings
169
Osaic Holdings
Arizona
$8.48M -$105K -1,277 -1%
TCOT
170
Trust Company of Toledo
Ohio
$8.08M -$71K -862 -0.9%
VVP
171
Venture Visionary Partners
Ohio
$7.91M -$69.3K -842 -0.9%
NAM
172
Nissay Asset Management
Japan
$7.48M +$374K +4,542 +5%
DnB Asset Management
173
DnB Asset Management
Norway
$7.43M +$368K +4,468 +5%
WorldQuant Millennium Advisors
174
WorldQuant Millennium Advisors
New York
$7.33M +$7.33M +89,034 New
VAM
175
Vert Asset Management
California
$7.28M +$587K +7,129 +9%
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