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Welltower
WELL

Overview Fund Activity

781 hedge funds and large institutions have $29.9B invested in Welltower in 2022 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 324 increasing their positions, 239 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
781
Holders Change
-32
Holders Change %
-3.94%
% of All Funds
13.51%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.24%
New
62
Increased
324
Reduced
239
Closed
83
Calls
$77.6M
Puts
$120M
Net Calls
-$42.8M
Net Calls Change
-$56.3M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.67B
2
Cohen & Steers
2
Cohen & Steers
New York
$2.58B
3
Principal Financial Group
3
Principal Financial Group
Iowa
$440M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$4.79B
5
Daiwa Securities Group
5
Daiwa Securities Group
Japan
$551M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$999M
2
Deutsche Bank
2
Deutsche Bank
Germany
$87.8M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$429M
4
Invesco
4
Invesco
Georgia
$385M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$332M
Name Holding Trade Value Shares
Change 		Shares
Change %
MOACM
176
Mutual of America Capital Management
New York
$5.8M +$144K +2,234 +3%
CTC
177
Central Trust Company
Missouri
$5.64M -$27K -420 -0.5%
NYLIM
178
New York Life Investment Management
New York
$5.53M +$918K +14,266 +20%
Truist Financial
179
Truist Financial
North Carolina
$5.41M +$58.8K +914 +1%
Skandinaviska Enskilda Banken (SEB)
180
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.37M +$36.9K +574 +0.7%
Robeco Institutional Asset Management
181
Robeco Institutional Asset Management
Netherlands
$5.37M +$247K +3,839 +5%
URS
182
Utah Retirement Systems
Utah
$5.35M +$135K +2,100 +3%
TG
183
TCW Group
California
$5.3M +$188K +2,926 +4%
GIBU
184
Gulf International Bank (UK)
United Kingdom
$5.28M +$761K +11,825 +17%
Comerica Bank
185
Comerica Bank
Texas
$5.2M +$564K +9,802 +12%
Public Employees Retirement Association of Colorado
186
Public Employees Retirement Association of Colorado
Colorado
$5.1M +$513K +7,974 +11%
PA
187
Pinnacle Associates
New York
$5.04M -$338K -5,257 -6%
Rockefeller Capital Management
188
Rockefeller Capital Management
New York
$4.95M +$720K +11,195 +17%
II
189
IFM Investors
Australia
$4.91M +$130K +2,027 +3%
PI
190
PEAK6 Investments
Illinois
$4.85M +$2.54M +39,520 +110%
State of Tennessee, Department of Treasury
191
State of Tennessee, Department of Treasury
Tennessee
$4.76M -$2.11M -32,773 -31%
Walleye Capital
192
Walleye Capital
New York
$4.75M +$1.26M +19,599 +36%
ACP
193
Ashfield Capital Partners
California
$4.68M -$157K -2,437 -3%
N
194
Natixis
France
$4.65M -$7.78M -120,963 -63%
DA
195
Duality Advisers
Florida
$4.58M +$2.68M +41,670 +141%
OPERF
196
Oregon Public Employees Retirement Fund
Oregon
$4.57M +$7.72K +120 +0.2%
CAPTRUST Financial Advisors
197
CAPTRUST Financial Advisors
North Carolina
$4.55M +$4.55M +70,661 New
Allspring Global Investments
198
Allspring Global Investments
North Carolina
$4.53M +$651K +10,131 +17%
KBC Group
199
KBC Group
Belgium
$4.52M -$3.01M -46,837 -40%
O
200
Ossiam
France
$4.47M +$387K +6,014 +9%
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