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Welltower
WELL

Overview Fund Activity

807 hedge funds and large institutions have $39.9B invested in Welltower in 2023 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 299 increasing their positions, 256 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
807
Holders Change
+36
Holders Change %
+4.67%
% of All Funds
12.73%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.28%
New
78
Increased
299
Reduced
256
Closed
38
Calls
$134M
Puts
$41.8M
Net Calls
+$92.1M
Net Calls Change
+$56.1M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$1.73B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$2.19B
3
BlackRock
3
BlackRock
New York
$4.32B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$611M
5
CIMLRA
5
CBRE Investment Management Listed Real Assets
Pennsylvania
$203M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$3.07B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.17B
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$648M
4
OIAM
4
OFI Invest Asset Management
France
$1.24M
5
Bank of America
5
Bank of America
North Carolina
$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTC
176
Central Trust Company
Missouri
$6.83M -$78.1K -965 -1%
FAF
177
Fjarde Ap-fonden
Sweden
$6.81M +$1.39M +17,200 +26%
National Bank of Canada
178
National Bank of Canada
Quebec, Canada
$6.76M +$4.12M +50,620 +157%
SG Americas Securities
179
SG Americas Securities
New York
$6.69M +$6.19M +76,524 +1,240%
Citadel Advisors
180
Citadel Advisors
Florida
$6.64M +$5.48M +67,770 +474%
Public Employees Retirement Association of Colorado
181
Public Employees Retirement Association of Colorado
Colorado
$6.51M +$69K +853 +1%
VI
182
Vestcor Inc
New Brunswick, Canada
$6.28M +$3.64M +45,032 +138%
WW
183
Windle Wealth
Oklahoma
$6.15M +$20.4K +252 +0.3%
BPCE
184
Bank Pictet & Cie (Europe)
Germany
$5.93M +$5.93M +73,288 New
WBC
185
Westpac Banking Corp
Australia
$5.74M -$24.6M -303,925 -81%
TG
186
TCW Group
California
$5.71M -$368K -4,554 -6%
Mariner
187
Mariner
Kansas
$5.61M -$110K -1,354 -2%
CIBC Asset Management
188
CIBC Asset Management
Ontario, Canada
$5.54M -$16.4K -203 -0.3%
Truist Financial
189
Truist Financial
North Carolina
$5.52M -$245K -3,024 -4%
M&T Bank
190
M&T Bank
New York
$5.16M +$194K +2,400 +4%
X
191
Xponance
Pennsylvania
$5.02M +$205K +2,537 +4%
PA
192
Pinnacle Associates
New York
$4.95M -$236K -2,917 -5%
HighTower Advisors
193
HighTower Advisors
Illinois
$4.93M +$682K +8,462 +16%
FMI
194
Factory Mutual Insurance
Massachusetts
$4.91M – – –
CAM
195
Carret Asset Management
New York
$4.88M -$233K -2,884 -5%
Northwestern Mutual Wealth Management
196
Northwestern Mutual Wealth Management
Wisconsin
$4.88M +$781K +9,658 +19%
Los Angeles Capital Management
197
Los Angeles Capital Management
California
$4.87M +$4.63M +57,240 +1,934%
ACIM
198
Azimuth Capital Investment Management
Michigan
$4.85M -$21.7K -268 -0.4%
AMG
199
Advisors Management Group
Wisconsin
$4.82M -$120K -1,482 -2%
E
200
Ergoteles
New York
$4.81M +$4.81M +59,419 New
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