WELL icon

Welltower
WELL

Overview Fund Activity

842 hedge funds and large institutions have $42.1B invested in Welltower in 2022 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 310 increasing their positions, 277 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
842
Holders Change
+40
Holders Change %
+4.99%
% of All Funds
13.32%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.27%
New
104
Increased
310
Reduced
277
Closed
52
Calls
$140M
Puts
$117M
Net Calls
+$22.4M
Net Calls Change
+$41.1M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.33B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.85B
3
Vanguard Group
Vanguard Group
Pennsylvania
$6.9B
4
State Street
State Street
Massachusetts
$2.9B
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$131M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$942M
2
Credit Agricole
Credit Agricole
France
$9.43M
3
CCM
Cullen Capital Management
New York
$451K
4
BlackRock
BlackRock
New York
$4.45B
5
Invesco
Invesco
Georgia
$666M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTC
176
Central Trust Company
Missouri
$8.44M -$110K -1,145 -1%
NIPH
177
NN Investment Partners Holdings
Netherlands
$8.37M -$13.7M -142,085 -62%
Public Sector Pension Investment Board (PSP Investments)
178
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$8.3M -$690K -7,180 -8%
NAM
179
Nissay Asset Management
Japan
$8.3M +$191K +1,983 +2%
ERSOT
180
Employees Retirement System of Texas
Texas
$8.27M -$5.48M -57,000 -40%
DnB Asset Management
181
DnB Asset Management
Norway
$8.25M +$803K +8,352 +11%
Skandinaviska Enskilda Banken (SEB)
182
Skandinaviska Enskilda Banken (SEB)
Sweden
$8.03M -$1.22M -12,729 -13%
Comerica Bank
183
Comerica Bank
Texas
$7.92M -$2.77M -28,373 -26%
MOACM
184
Mutual of America Capital Management
New York
$7.9M +$117K +1,222 +2%
TG
185
TCW Group
California
$7.85M -$1.26M -13,122 -14%
VAM
186
Vert Asset Management
California
$7.82M +$895K +9,309 +13%
Robeco Institutional Asset Management
187
Robeco Institutional Asset Management
Netherlands
$7.71M -$903K -9,389 -10%
PA
188
Pinnacle Associates
New York
$7.7M +$65.1K +677 +0.9%
URS
189
Utah Retirement Systems
Utah
$7.47M -$135K -1,400 -2%
SSA
190
Schonfeld Strategic Advisors
New York
$7.41M +$7.41M +77,083 New
SMDAM
191
Sumitomo Mitsui DS Asset Management
Japan
$7.31M +$548K +5,697 +8%
ACP
192
Ashfield Capital Partners
California
$7.29M +$1.2M +12,502 +20%
LMGAM
193
Liberty Mutual Group Asset Management
Massachusetts
$7.21M +$7.21M +75,029 New
Mirae Asset Global Investments
194
Mirae Asset Global Investments
South Korea
$7.19M +$1.58M +16,436 +28%
CAM
195
Carret Asset Management
New York
$7.07M -$94.6K -984 -1%
GC
196
Gillson Capital
Illinois
$7.07M +$7.07M +73,500 New
GCA
197
GSI Capital Advisors
California
$7.06M +$4.35M +45,211 +160%
Public Employees Retirement Association of Colorado
198
Public Employees Retirement Association of Colorado
Colorado
$6.85M -$373K -3,881 -5%
HighTower Advisors
199
HighTower Advisors
Illinois
$6.79M +$1.92M +20,035 +40%
GIBU
200
Gulf International Bank (UK)
United Kingdom
$6.76M +$40.9K +425 +0.6%
6 7
8
9 10