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Welltower
WELL

Overview Fund Activity

781 hedge funds and large institutions have $29.9B invested in Welltower in 2022 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 324 increasing their positions, 239 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
781
Holders Change
-32
Holders Change %
-3.94%
% of All Funds
13.51%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.24%
New
62
Increased
324
Reduced
239
Closed
83
Calls
$77.6M
Puts
$120M
Net Calls
-$42.8M
Net Calls Change
-$56.3M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.67B
2
Cohen & Steers
2
Cohen & Steers
New York
$2.58B
3
Principal Financial Group
3
Principal Financial Group
Iowa
$440M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$4.79B
5
Daiwa Securities Group
5
Daiwa Securities Group
Japan
$551M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$999M
2
Deutsche Bank
2
Deutsche Bank
Germany
$87.8M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$429M
4
Invesco
4
Invesco
Georgia
$385M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$332M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASRS
151
Arizona State Retirement System
Arizona
$7.94M +$44.4K +691 +0.6%
MIM
152
MetLife Investment Management
New Jersey
$7.91M +$44.9K +698 +0.6%
ProShare Advisors
153
ProShare Advisors
Maryland
$7.82M +$135K +2,099 +2%
AQR Capital Management
154
AQR Capital Management
Connecticut
$7.71M -$3.44M -54,303 -31%
MCM
155
Maryland Capital Management
Maryland
$7.69M +$307K +4,779 +4%
AB
156
Amalgamated Bank
New York
$7.6M +$16.6K +258 +0.2%
GCA
157
GSI Capital Advisors
California
$7.58M -$1.05M -16,321 -12%
Natixis Advisors
158
Natixis Advisors
Massachusetts
$7.54M +$1.97M +30,602 +35%
Commonwealth Equity Services
159
Commonwealth Equity Services
Massachusetts
$7.24M -$2.03M -31,569 -22%
First Trust Advisors
160
First Trust Advisors
Illinois
$7.2M -$145K -2,248 -2%
FAF
161
Fjarde Ap-fonden
Sweden
$7.06M – – –
Osaic Holdings
162
Osaic Holdings
Arizona
$6.74M +$121K +1,879 +2%
TC
163
TwinBeech Capital
New York
$6.71M +$6.71M +104,385 New
VAM
164
Vert Asset Management
California
$6.48M +$786K +12,223 +14%
Public Sector Pension Investment Board (PSP Investments)
165
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.42M +$868K +13,500 +16%
WorldQuant Millennium Advisors
166
WorldQuant Millennium Advisors
New York
$6.26M +$531K +8,258 +9%
YCM
167
Yousif Capital Management
Michigan
$6.26M +$626K +9,731 +11%
NAM
168
Nissay Asset Management
Japan
$6.21M +$362K +5,636 +6%
VVP
169
Venture Visionary Partners
Ohio
$6.19M +$8.94K +139 +0.1%
SMDAM
170
Sumitomo Mitsui DS Asset Management
Japan
$6.07M +$406K +6,306 +7%
DnB Asset Management
171
DnB Asset Management
Norway
$6.05M +$250K +3,888 +4%
UIM
172
USS Investment Management
United Kingdom
$5.98M -$1.51M -23,522 -20%
TCOT
173
Trust Company of Toledo
Ohio
$5.97M -$342K -5,310 -5%
Mirae Asset Global Investments
174
Mirae Asset Global Investments
South Korea
$5.93M -$792K -12,313 -12%
ECA
175
Endeavour Capital Advisors
Connecticut
$5.9M +$3.74M +58,126 +173%
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