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Welltower
WELL

Overview Fund Activity

842 hedge funds and large institutions have $42.1B invested in Welltower in 2022 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 310 increasing their positions, 277 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
842
Holders Change
+40
Holders Change %
+4.99%
% of All Funds
13.32%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.27%
New
104
Increased
310
Reduced
277
Closed
52
Calls
$140M
Puts
$117M
Net Calls
+$22.4M
Net Calls Change
+$41.1M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$932M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$342M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$280M
4
State Street
State Street
Massachusetts
+$246M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$120M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$290M
2
Credit Agricole
Credit Agricole
France
-$251M
3
CCM
Cullen Capital Management
New York
-$157M
4
BlackRock
BlackRock
New York
-$135M
5
Invesco
Invesco
Georgia
-$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
II
201
IFM Investors
Australia
$6.71M +$1.48M +15,432 +28%
IG
202
ING Group
Netherlands
$6.68M +$811K +8,440 +14%
State of Tennessee, Department of Treasury
203
State of Tennessee, Department of Treasury
Tennessee
$6.47M -$206K -2,144 -3%
BCIM
204
British Columbia Investment Management
British Columbia, Canada
$6.46M -$692K -7,197 -10%
ACM
205
Azimuth Capital Management
Michigan
$6.29M +$238K +2,472 +4%
Bank of Nova Scotia
206
Bank of Nova Scotia
Ontario, Canada
$6.22M -$1.8M -18,694 -22%
BRWM
207
B. Riley Wealth Management
Tennessee
$6.22M -$422K -4,389 -6%
HCM
208
HGI Capital Management
New York
$6.17M +$4.05M +42,099 +191%
AMG
209
Advisors Management Group
Wisconsin
$6.08M -$63.7K -663 -1%
MSL
210
Mackay Shields LLC
New York
$6.01M -$237K -2,461 -4%
PDN
211
Pensionfund DSM Netherlands
Netherlands
$5.94M -$2.33M -24,200 -28%
PI
212
PineBridge Investments
New York
$5.87M +$183K +1,907 +3%
COPPSERS
213
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.6M +$347K +3,606 +7%
HCMT
214
Highland Capital Management (Tennessee)
Tennessee
$5.58M +$5.58M +58,010 New
Jane Street
215
Jane Street
New York
$5.54M +$2.9M +30,195 +110%
PAM
216
Private Asset Management
California
$5.52M +$92.4K +961 +2%
SDIC
217
South Dakota Investment Council
South Dakota
$5.51M +$3.85M +40,093 +233%
TPSF
218
Texas Permanent School Fund
Texas
$5.43M -$344K -3,578 -6%
SP
219
Sarasin & Partners
United Kingdom
$5.41M – – –
Janney Montgomery Scott
220
Janney Montgomery Scott
Pennsylvania
$5.29M -$11.7M -121,479 -69%
KFP
221
KMG Fiduciary Partners
Ohio
$5.26M -$314K -3,271 -6%
CIBC Asset Management
222
CIBC Asset Management
Ontario, Canada
$5.24M +$1.37M +14,251 +35%
MLICM
223
Metropolitan Life Insurance Company (MetLife)
New York
$5.03M -$2.51M -26,096 -33%
NB
224
Norinchukin Bank
Japan
$4.92M +$413K +4,297 +9%
OAM
225
Oppenheimer Asset Management
New York
$4.92M -$13.8M -143,745 -74%
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