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Welltower
WELL

Overview Fund Activity

802 hedge funds and large institutions have $36.5B invested in Welltower in 2021 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 297 increasing their positions, 257 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
802
Holders Change
+45
Holders Change %
+5.94%
% of All Funds
12.39%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
116
Increased
297
Reduced
257
Closed
57
Calls
$126M
Puts
$145M
Net Calls
-$18.7M
Net Calls Change
+$10.1M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$2.95B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.35B
3
BlackRock
BlackRock
New York
$4.09B
4
Credit Agricole
Credit Agricole
France
$232M
5
State Street
State Street
Massachusetts
$2.37B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.1B
2
Principal Financial Group
Principal Financial Group
Iowa
$392M
3
CIM
Centersquare Investment Management
Pennsylvania
$235M
4
HM
HealthCor Management
New York
$0
5
N
Natixis
France
$7.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTC
176
Central Trust Company
Missouri
$7.63M -$146K -1,706 -2%
YCM
177
Yousif Capital Management
Michigan
$7.55M +$7.55M +88,017 New
PDN
178
Pensionfund DSM Netherlands
Netherlands
$7.37M -$172K -2,000 -2%
N
179
Natixis
France
$7.28M -$46.8M -545,467 -87%
NAM
180
Nissay Asset Management
Japan
$7.23M +$336K +3,916 +5%
MNG
181
Manning & Napier Group
New York
$7.21M -$8.83K -103 -0.1%
Bank of Nova Scotia
182
Bank of Nova Scotia
Ontario, Canada
$7.16M +$1.15M +13,396 +19%
MOACM
183
Mutual of America Capital Management
New York
$6.94M +$181K +2,106 +3%
Natixis Advisors
184
Natixis Advisors
Massachusetts
$6.94M +$305K +3,560 +5%
PA
185
Pinnacle Associates
New York
$6.81M +$6.81M +79,417 New
URS
186
Utah Retirement Systems
Utah
$6.79M +$232K +2,700 +4%
MLICM
187
Metropolitan Life Insurance Company (MetLife)
New York
$6.73M +$53K +618 +0.8%
SG Americas Securities
188
SG Americas Securities
New York
$6.68M +$6.35M +74,053 +1,940%
DnB Asset Management
189
DnB Asset Management
Norway
$6.64M +$674K +7,862 +11%
Public Employees Retirement Association of Colorado
190
Public Employees Retirement Association of Colorado
Colorado
$6.44M -$10.7K -125 -0.2%
CAM
191
Carret Asset Management
New York
$6.4M -$16.6K -193 -0.3%
BCIM
192
British Columbia Investment Management
British Columbia, Canada
$6.38M -$235K -2,743 -4%
VAM
193
Vert Asset Management
California
$6.18M +$6.18M +72,001 New
SMDAM
194
Sumitomo Mitsui DS Asset Management
Japan
$6.03M +$628K +7,324 +12%
GIBU
195
Gulf International Bank (UK)
United Kingdom
$5.99M -$1.17M -13,611 -16%
State of Tennessee, Department of Treasury
196
State of Tennessee, Department of Treasury
Tennessee
$5.96M -$91.5K -1,067 -2%
BRWM
197
B. Riley Wealth Management
Tennessee
$5.92M -$434K -5,066 -7%
LM
198
Lincluden Management
Ontario, Canada
$5.72M +$666K +7,765 +13%
MSL
199
Mackay Shields LLC
New York
$5.58M +$36.7K +428 +0.7%
AMG
200
Advisors Management Group
Wisconsin
$5.48M -$11.1K -130 -0.2%
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