WELL icon

Welltower
WELL

Overview Fund Activity

771 hedge funds and large institutions have $34.4B invested in Welltower in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 283 increasing their positions, 262 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
771
Holders Change
-24
Holders Change %
-3.02%
% of All Funds
12.34%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.26%
New
67
Increased
283
Reduced
262
Closed
71
Calls
$90.7M
Puts
$54.7M
Net Calls
+$36M
Net Calls Change
+$155M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$1.04B
2
Deutsche Bank
Deutsche Bank
Germany
$353M
3
Invesco
Invesco
Georgia
$474M
4
Vanguard Group
Vanguard Group
Pennsylvania
$5.54B
5
Russell Investments Group
Russell Investments Group
United Kingdom
$239M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$3.18B
2
ZP
Zimmer Partners
New York
$55.6M
3
BC
Brookfield Corp
Ontario, Canada
$0
4
SO
STRS Ohio
Ohio
$44.9M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$1.68B
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
151
Stifel Financial
Missouri
$8.93M +$188K +2,621 +2%
AB
152
Amalgamated Bank
New York
$8.78M -$66.9K -933 -0.8%
MIM
153
MetLife Investment Management
New Jersey
$8.74M -$105K -1,461 -1%
Public Sector Pension Investment Board (PSP Investments)
154
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$8.35M +$88K +1,227 +1%
Rockefeller Capital Management
155
Rockefeller Capital Management
New York
$8.13M +$67.3K +939 +0.8%
TAF
156
Tredje AP-fonden
Sweden
$8.02M +$316K +4,402 +4%
SMDAM
157
Sumitomo Mitsui DS Asset Management
Japan
$7.88M +$432K +6,025 +6%
MNG
158
Manning & Napier Group
New York
$7.63M -$64.4K -899 -0.8%
UIM
159
USS Investment Management
United Kingdom
$7.57M +$778K +10,859 +11%
Osaic Holdings
160
Osaic Holdings
Arizona
$7.56M -$226K -3,140 -3%
AQR Capital Management
161
AQR Capital Management
Connecticut
$7.49M -$1M -14,084 -12%
JPMPWA
162
J.P. Morgan Private Wealth Advisors
California
$7.38M +$2.81M +39,220 +62%
ProShare Advisors
163
ProShare Advisors
Maryland
$7.38M -$1.92M -26,788 -21%
DnB Asset Management
164
DnB Asset Management
Norway
$7.3M +$84.5K +1,178 +1%
NAM
165
Nissay Asset Management
Japan
$7.2M +$64.6K +901 +0.9%
TPSF
166
Texas Permanent School Fund
Texas
$7.06M +$2.25M +31,376 +47%
IIM
167
INTECH Investment Management
Florida
$6.86M -$3.02M -42,057 -31%
MOACM
168
Mutual of America Capital Management
New York
$6.65M -$7.03K -98 -0.1%
VVP
169
Venture Visionary Partners
Ohio
$6.59M -$13.1K -183 -0.2%
Skandinaviska Enskilda Banken (SEB)
170
Skandinaviska Enskilda Banken (SEB)
Sweden
$6.58M +$648K +9,044 +11%
TCOT
171
Trust Company of Toledo
Ohio
$6.57M -$52.5K -732 -0.8%
YCM
172
Yousif Capital Management
Michigan
$6.39M -$275K -3,840 -4%
NYLIM
173
New York Life Investment Management
New York
$6.14M -$98K -1,367 -2%
CTC
174
Central Trust Company
Missouri
$6.12M -$62.7K -875 -1%
URS
175
Utah Retirement Systems
Utah
$6.03M +$14.3K +200 +0.2%
5 6
7
8 9