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Welltower
WELL

Overview Fund Activity

813 hedge funds and large institutions have $37.3B invested in Welltower in 2022 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 314 increasing their positions, 257 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
813
Holders Change
-29
Holders Change %
-3.44%
% of All Funds
13.75%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.3%
New
73
Increased
314
Reduced
257
Closed
89
Calls
$151M
Puts
$137M
Net Calls
+$13.5M
Net Calls Change
-$8.98M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.48B
2
BlackRock
BlackRock
New York
$4.11B
3
MSE
MUFG Securities EMEA
United Kingdom
$251M
4
Bank of America
Bank of America
North Carolina
$354M
5
Morgan Stanley
Morgan Stanley
New York
$528M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$2.81B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$760M
3
American Century Companies
American Century Companies
Missouri
$103M
4
Deutsche Bank
Deutsche Bank
Germany
$385M
5
First Trust Advisors
First Trust Advisors
Illinois
$9.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
201
Carret Asset Management
New York
$5.43M -$628K -7,620 -10%
Rockefeller Capital Management
202
Rockefeller Capital Management
New York
$5.42M +$3.36M +40,792 +163%
ACIM
203
Azimuth Capital Investment Management
Michigan
$5.4M +$5.4M +65,557 New
O
204
Ossiam
France
$5.23M +$3.14M +38,173 +151%
M&T Bank
205
M&T Bank
New York
$5.19M +$1.29M +15,639 +33%
HighTower Advisors
206
HighTower Advisors
Illinois
$5.17M -$641K -7,796 -11%
AMG
207
Advisors Management Group
Wisconsin
$5.17M -$43.1K -523 -0.8%
MFS
208
Mirabella Financial Services
United Kingdom
$5.16M +$5.16M +62,601 New
Susquehanna International Group
209
Susquehanna International Group
Pennsylvania
$5.15M -$4.2M -50,938 -45%
Allspring Global Investments
210
Allspring Global Investments
North Carolina
$4.96M -$6.7M -81,328 -57%
TPSF
211
Texas Permanent School Fund
Texas
$4.94M +$288K +3,503 +6%
IMRF
212
Illinois Municipal Retirement Fund
Illinois
$4.88M +$4.35M +52,822 +820%
HCMT
213
Highland Capital Management (Tennessee)
Tennessee
$4.78M +$3.29K +40 +0.1%
PDN
214
Pensionfund DSM Netherlands
Netherlands
$4.76M -$329K -4,000 -6%
PAM
215
Private Asset Management
California
$4.73M +$6.59K +80 +0.1%
SDIC
216
South Dakota Investment Council
South Dakota
$4.72M – – –
SP
217
Sarasin & Partners
United Kingdom
$4.65M +$15.2K +185 +0.3%
APG Asset Management
218
APG Asset Management
Netherlands
$4.49M +$2.09M +26,500 +87%
Walleye Capital
219
Walleye Capital
New York
$4.47M -$8.74M -106,134 -66%
T
220
TOBAM
France
$4.44M +$4.26M +51,695 +2,367%
KFP
221
KMG Fiduciary Partners
Ohio
$4.34M -$165K -2,003 -4%
Janney Montgomery Scott
222
Janney Montgomery Scott
Pennsylvania
$4.32M -$234K -2,822 -5%
CIBC Asset Management
223
CIBC Asset Management
Ontario, Canada
$4.31M -$187K -2,272 -4%
BCIM
224
British Columbia Investment Management
British Columbia, Canada
$4.27M -$1.26M -15,316 -23%
WCM
225
Windward Capital Management
California
$4.07M +$25.2K +306 +0.6%
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