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Welltower
WELL

Overview Fund Activity

771 hedge funds and large institutions have $34.4B invested in Welltower in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 283 increasing their positions, 262 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
771
Holders Change
-24
Holders Change %
-3.02%
% of All Funds
12.34%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.26%
New
67
Increased
283
Reduced
262
Closed
71
Calls
$90.7M
Puts
$54.7M
Net Calls
+$36M
Net Calls Change
+$155M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$1.04B
2
Deutsche Bank
Deutsche Bank
Germany
$353M
3
Invesco
Invesco
Georgia
$474M
4
Vanguard Group
Vanguard Group
Pennsylvania
$5.54B
5
Russell Investments Group
Russell Investments Group
United Kingdom
$239M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$3.18B
2
ZP
Zimmer Partners
New York
$55.6M
3
BC
Brookfield Corp
Ontario, Canada
$0
4
SO
STRS Ohio
Ohio
$44.9M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$1.68B
Name Holding Trade Value Shares
Change 		Shares
Change %
II
176
IFM Investors
Australia
$5.91M +$411K +5,733 +7%
First Trust Advisors
177
First Trust Advisors
Illinois
$5.77M -$231K -3,219 -4%
COPPSERS
178
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.74M +$16.6K +232 +0.3%
Public Employees Retirement Association of Colorado
179
Public Employees Retirement Association of Colorado
Colorado
$5.71M +$8.24K +115 +0.1%
WW
180
Windle Wealth
Oklahoma
$5.43M +$210K +2,935 +4%
TG
181
TCW Group
California
$5.38M -$9.97K -139 -0.2%
State of Tennessee, Department of Treasury
182
State of Tennessee, Department of Treasury
Tennessee
$5.21M +$171K +2,385 +3%
CS
183
Candriam SCA
Luxembourg
$5.18M -$1.47M -22,296 -22%
CAPTRUST Financial Advisors
184
CAPTRUST Financial Advisors
North Carolina
$5.12M -$717 -10 -0%
Truist Financial
185
Truist Financial
North Carolina
$5.11M -$800K -11,165 -14%
Mariner
186
Mariner
Kansas
$5.06M +$373K +5,211 +8%
CIBC Asset Management
187
CIBC Asset Management
Ontario, Canada
$4.92M +$193K +2,690 +4%
FAF
188
Fjarde Ap-fonden
Sweden
$4.8M -$158K -2,200 -3%
AC
189
Allstate Corporation
Illinois
$4.74M -$8.75M -122,102 -65%
IMRF
190
Illinois Municipal Retirement Fund
Illinois
$4.72M +$3.48M +48,594 +281%
PA
191
Pinnacle Associates
New York
$4.59M -$268K -3,741 -6%
WHG
192
Westwood Holdings Group
Texas
$4.59M +$4.59M +64,000 New
CAM
193
Carret Asset Management
New York
$4.54M -$142K -1,975 -3%
LMGAM
194
Liberty Mutual Group Asset Management
Massachusetts
$4.5M +$3.13M +43,615 +227%
GIBU
195
Gulf International Bank (UK)
United Kingdom
$4.47M -$1.42M -19,797 -24%
M&T Bank
196
M&T Bank
New York
$4.4M +$229K +3,196 +5%
AMG
197
Advisors Management Group
Wisconsin
$4.38M -$50K -698 -1%
FMI
198
Factory Mutual Insurance
Massachusetts
$4.35M – – –
OAM
199
Oppenheimer Asset Management
New York
$4.32M -$71.7K -1,000 -2%
ACIM
200
Azimuth Capital Investment Management
Michigan
$4.32M -$4.3K -60 -0.1%
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