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Welltower
WELL

Overview Fund Activity

795 hedge funds and large institutions have $30.5B invested in Welltower in 2022 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 297 increasing their positions, 268 reducing their positions, and 63 closing their positions.

Holders
795
Holders Change
+14
Holders Change %
+1.79%
% of All Funds
12.83%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.29%
New
99
Increased
297
Reduced
268
Closed
63
Calls
$72.1M
Puts
$191M
Net Calls
-$119M
Net Calls Change
-$75.7M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$3.12B
2
Capital International Investors
2
Capital International Investors
California
$228M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$671M
4
Daiwa Securities Group
4
Daiwa Securities Group
Japan
$669M
5
CIM
5
Centersquare Investment Management
Pennsylvania
$311M

Top Sellers

1
MSE
1
MUFG Securities EMEA
United Kingdom
$0
2
RC
2
Resolution Capital
Australia
$350M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.58B
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$21.9M
5
Bank of America
5
Bank of America
North Carolina
$175M
Name Market Value Shares Shares
Change 		Shares
Change %
ProShare Advisors
151
ProShare Advisors
Maryland
$8.5M 129,673 +8,012 +7%
SOMRS
152
State of Michigan Retirement System
Michigan
$8.42M 128,409 +3,000 +2%
Allianz Asset Management
153
Allianz Asset Management
Germany
$8.39M 127,972 -325,235 -72%
AIG
154
American International Group
New York
$8.38M 127,914 +1,709 +1%
GCA
155
GSI Capital Advisors
California
$8.33M 127,095 +9,245 +8%
ASRS
156
Arizona State Retirement System
Arizona
$8.28M 126,255 +2,855 +2%
MIM
157
MetLife Investment Management
New Jersey
$8.09M 123,411 +410 +0.3%
AB
158
Amalgamated Bank
New York
$8.09M 123,382 +5,200 +4%
Stifel Financial
159
Stifel Financial
Missouri
$7.99M 121,921 -3,078 -2%
AQR Capital Management
160
AQR Capital Management
Connecticut
$7.82M 119,332 -2,487 -2%
Commonwealth Equity Services
161
Commonwealth Equity Services
Massachusetts
$7.66M 116,895 +4,332 +4%
Public Sector Pension Investment Board (PSP Investments)
162
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.55M 115,253 +15,404 +15%
Rockefeller Capital Management
163
Rockefeller Capital Management
New York
$7.38M 112,546 +35,511 +46%
Osaic Holdings
164
Osaic Holdings
Arizona
$7.11M 108,350 +3,658 +3%
TAF
165
Tredje AP-fonden
Sweden
$7.04M 107,435 -247,400 -70%
MNG
166
Manning & Napier Group
New York
$7.03M 107,275 -19,219 -15%
VAM
167
Vert Asset Management
California
$6.91M 105,427 +4,765 +5%
Mirae Asset Global Investments
168
Mirae Asset Global Investments
South Korea
$6.9M 105,230 +12,997 +14%
SMDAM
169
Sumitomo Mitsui DS Asset Management
Japan
$6.81M 103,866 +9,530 +10%
CS
170
Candriam SCA
Luxembourg
$6.61M 100,800 +61,070 +154%
DnB Asset Management
171
DnB Asset Management
Norway
$6.6M 100,715 +6,585 +7%
NAM
172
Nissay Asset Management
Japan
$6.52M 99,465 +2,975 +3%
Teacher Retirement System of Texas
173
Teacher Retirement System of Texas
Texas
$6.5M 99,093 +34,288 +53%
Natixis Advisors
174
Natixis Advisors
Massachusetts
$6.48M 98,912 -18,380 -16%
UIM
175
USS Investment Management
United Kingdom
$6.21M 94,812 +1,876 +2%
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