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Welltower
WELL

Overview Fund Activity

813 hedge funds and large institutions have $37.3B invested in Welltower in 2022 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 314 increasing their positions, 257 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
813
Holders Change
-29
Holders Change %
-3.44%
% of All Funds
13.75%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.3%
New
73
Increased
314
Reduced
257
Closed
89
Calls
$151M
Puts
$137M
Net Calls
+$13.5M
Net Calls Change
-$8.98M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.48B
2
BlackRock
2
BlackRock
New York
$4.11B
3
MSE
3
MUFG Securities EMEA
United Kingdom
$251M
4
Bank of America
4
Bank of America
North Carolina
$354M
5
Morgan Stanley
5
Morgan Stanley
New York
$528M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$2.81B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$760M
3
American Century Companies
3
American Century Companies
Missouri
$103M
4
Deutsche Bank
4
Deutsche Bank
Germany
$385M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$9.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTC
176
Central Trust Company
Missouri
$7.26M +$28.6K +347 +0.4%
SMDAM
177
Sumitomo Mitsui DS Asset Management
Japan
$7.25M +$988K +12,004 +16%
MOACM
178
Mutual of America Capital Management
New York
$7.24M +$474K +5,755 +7%
YCM
179
Yousif Capital Management
Michigan
$7.21M -$103K -1,255 -1%
Natixis Advisors
180
Natixis Advisors
Massachusetts
$7.14M -$1.18M -14,307 -14%
IG
181
ING Group
Netherlands
$7.13M +$1.41M +17,165 +25%
Public Sector Pension Investment Board (PSP Investments)
182
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.11M – – –
FAF
183
Fjarde Ap-fonden
Sweden
$7.06M -$725K -8,800 -9%
PA
184
Pinnacle Associates
New York
$6.89M +$292K +3,540 +4%
Credit Agricole
185
Credit Agricole
France
$6.87M -$1.21M -14,638 -15%
Truist Financial
186
Truist Financial
North Carolina
$6.85M -$676K -8,207 -9%
Skandinaviska Enskilda Banken (SEB)
187
Skandinaviska Enskilda Banken (SEB)
Sweden
$6.83M -$50K -607 -0.7%
URS
188
Utah Retirement Systems
Utah
$6.67M +$272K +3,300 +4%
Comerica Bank
189
Comerica Bank
Texas
$6.63M -$41.8K -509 -0.6%
Robeco Institutional Asset Management
190
Robeco Institutional Asset Management
Netherlands
$6.56M -$45.4K -551 -0.7%
TG
191
TCW Group
California
$6.54M -$183K -2,227 -3%
LMGAM
192
Liberty Mutual Group Asset Management
Massachusetts
$6.27M +$90.2K +1,095 +1%
ACP
193
Ashfield Capital Partners
California
$6.19M -$62.3K -757 -1%
II
194
IFM Investors
Australia
$6.12M +$370K +4,495 +6%
NYLIM
195
New York Life Investment Management
New York
$5.9M +$5.9M +71,629 New
Public Employees Retirement Association of Colorado
196
Public Employees Retirement Association of Colorado
Colorado
$5.88M +$12K +146 +0.2%
GIBU
197
Gulf International Bank (UK)
United Kingdom
$5.85M – – –
OPERF
198
Oregon Public Employees Retirement Fund
Oregon
$5.84M +$2.94M +35,760 +102%
Teacher Retirement System of Texas
199
Teacher Retirement System of Texas
Texas
$5.66M -$1.74M -21,126 -24%
COPPSERS
200
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.44M +$647K +7,857 +13%
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