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Welltower
WELL

Overview Fund Activity

795 hedge funds and large institutions have $30.5B invested in Welltower in 2022 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 297 increasing their positions, 268 reducing their positions, and 63 closing their positions.

Holders
795
Holders Change
+14
Holders Change %
+1.79%
% of All Funds
12.83%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.29%
New
99
Increased
297
Reduced
268
Closed
63
Calls
$72.1M
Puts
$191M
Net Calls
-$119M
Net Calls Change
-$75.7M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$3.12B
2
Capital International Investors
2
Capital International Investors
California
$228M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$671M
4
Daiwa Securities Group
4
Daiwa Securities Group
Japan
$669M
5
CIM
5
Centersquare Investment Management
Pennsylvania
$311M

Top Sellers

1
MSE
1
MUFG Securities EMEA
United Kingdom
$0
2
RC
2
Resolution Capital
Australia
$350M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.58B
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$21.9M
5
Bank of America
5
Bank of America
North Carolina
$175M
Name Market Value Shares Shares
Change 		Shares
Change %
YCM
176
Yousif Capital Management
Michigan
$6.1M 93,011 -4,260 -4%
MOACM
177
Mutual of America Capital Management
New York
$6.09M 92,859 +2,696 +3%
VVP
178
Venture Visionary Partners
Ohio
$6.04M 92,130 -4,094 -4%
Comerica Bank
179
Comerica Bank
Texas
$5.92M 82,600 -7,873 -9%
NYLIM
180
New York Life Investment Management
New York
$5.71M 87,048 +1,153 +1%
CTC
181
Central Trust Company
Missouri
$5.65M 86,239 -1,500 -2%
URS
182
Utah Retirement Systems
Utah
$5.5M 83,903 +800 +1%
First Trust Advisors
183
First Trust Advisors
Illinois
$5.49M 83,739 -28,177 -25%
Skandinaviska Enskilda Banken (SEB)
184
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.43M 82,801 -710 -0.9%
Truist Financial
185
Truist Financial
North Carolina
$5.41M 82,492 -1,564 -2%
GIBU
186
Gulf International Bank (UK)
United Kingdom
$5.38M 82,141 – –
1832 Asset Management
187
1832 Asset Management
Ontario, Canada
$5.24M 80,000 -223,311 -74%
COPPSERS
188
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.24M 79,872 +12,095 +18%
Public Employees Retirement Association of Colorado
189
Public Employees Retirement Association of Colorado
Colorado
$5.21M 79,494 +178 +0.2%
II
190
IFM Investors
Australia
$5.03M 76,704 +378 +0.5%
KBC Group
191
KBC Group
Belgium
$4.96M 75,635 +5,365 +8%
TG
192
TCW Group
California
$4.93M 75,224 -7,148 -9%
DZ Bank
193
DZ Bank
Germany
$4.92M 75,034 -898,147 -92%
WW
194
Windle Wealth
Oklahoma
$4.77M 72,788 +72,788 New
CAPTRUST Financial Advisors
195
CAPTRUST Financial Advisors
North Carolina
$4.69M 71,485 +824 +1%
State of Tennessee, Department of Treasury
196
State of Tennessee, Department of Treasury
Tennessee
$4.61M 70,304 -3,646 -5%
FAF
197
Fjarde Ap-fonden
Sweden
$4.54M 69,193 -16,500 -19%
Marshall Wace
198
Marshall Wace
United Kingdom
$4.53M 69,045 -230,935 -77%
IG
199
ING Group
Netherlands
$4.47M 68,243 +68,243 New
PA
200
Pinnacle Associates
New York
$4.45M 67,829 -10,548 -13%
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