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Welltower
WELL

Overview Fund Activity

807 hedge funds and large institutions have $39.9B invested in Welltower in 2023 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 299 increasing their positions, 256 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
807
Holders Change
+36
Holders Change %
+4.67%
% of All Funds
12.73%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.28%
New
78
Increased
299
Reduced
256
Closed
38
Calls
$134M
Puts
$41.8M
Net Calls
+$92.1M
Net Calls Change
+$56.1M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$1.73B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$2.19B
3
BlackRock
3
BlackRock
New York
$4.32B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$611M
5
CIMLRA
5
CBRE Investment Management Listed Real Assets
Pennsylvania
$203M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$3.07B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.17B
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$648M
4
OIAM
4
OFI Invest Asset Management
France
$1.24M
5
Bank of America
5
Bank of America
North Carolina
$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cerity Partners
151
Cerity Partners
New York
$9.48M -$1.02M -12,615 -10%
Commonwealth Equity Services
152
Commonwealth Equity Services
Massachusetts
$9.4M +$186K +2,297 +2%
First Trust Advisors
153
First Trust Advisors
Illinois
$9.2M +$2.68M +33,168 +41%
TAF
154
Tredje AP-fonden
Sweden
$9.05M – – –
NAM
155
Nissay Asset Management
Japan
$8.66M +$539K +6,666 +7%
Osaic Holdings
156
Osaic Holdings
Arizona
$8.63M +$133K +1,642 +2%
ProShare Advisors
157
ProShare Advisors
Maryland
$8.61M +$291K +3,593 +3%
MNG
158
Manning & Napier Group
New York
$8.6M – – –
Public Sector Pension Investment Board (PSP Investments)
159
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$8.6M -$819K -10,125 -9%
UIM
160
USS Investment Management
United Kingdom
$8.55M – – –
DnB Asset Management
161
DnB Asset Management
Norway
$8.54M +$294K +3,633 +4%
TPSF
162
Texas Permanent School Fund
Texas
$8.43M +$462K +5,711 +6%
Skandinaviska Enskilda Banken (SEB)
163
Skandinaviska Enskilda Banken (SEB)
Sweden
$8.41M +$979K +12,102 +13%
MOACM
164
Mutual of America Capital Management
New York
$7.93M +$422K +5,213 +6%
AQR Capital Management
165
AQR Capital Management
Connecticut
$7.85M -$652K -8,068 -8%
FRAF
166
Första AP-fonden
Sweden
$7.7M -$4.79M -59,200 -38%
II
167
IFM Investors
Australia
$7.7M +$1.03M +12,714 +15%
YCM
168
Yousif Capital Management
Michigan
$7.67M +$455K +5,628 +6%
VVP
169
Venture Visionary Partners
Ohio
$7.4M -$42.4K -524 -0.6%
LMGAM
170
Liberty Mutual Group Asset Management
Massachusetts
$7.28M +$2.2M +27,151 +43%
TCOT
171
Trust Company of Toledo
Ohio
$7.18M -$226K -2,799 -3%
CAPTRUST Financial Advisors
172
CAPTRUST Financial Advisors
North Carolina
$7.16M +$1.38M +17,099 +24%
NYLIM
173
New York Life Investment Management
New York
$7.04M +$111K +1,377 +2%
COPPSERS
174
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$7.01M +$532K +6,580 +8%
URS
175
Utah Retirement Systems
Utah
$6.9M +$97.1K +1,200 +1%
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7
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